Hybrid Funds: Balanced Growth for Your 3-5 Year Goals

Hybrid mutual funds invest in a mix of equity and debt, offering a balance between growth and stability. They are designed to reduce risk through diversification and are often suitable for investors who want moderate risk with steady wealth-building.

Key Benefits

Types of Hybrid Funds

Aggressive Hybrid Fund

Long term capital growth

Arbitrage Fund

High risk, moderate returns

Balanced Advantage

High risk, high returns

Conservative Hybrid Fund

Invest in Top 250 stocks

Dynamic Asset Allocation

Invest in stocks across sectors

Multi Asset Allocation

Flexibility to invest in securities across

Top Performing Hybrid Funds

Discover equity funds that have consistently delivered strong returns and outperformed market benchmarks over multiple years.

Fund Size (In Cr.)
1,824
3Y Return
7.55%
Fund Size (In Cr.)
28,170
3Y Return
7.53%
Fund Size (In Cr.)
7,136
3Y Return
7.52%
Fund Size (In Cr.)
573
3Y Return
7.47%
Fund Size (In Cr.)
303
3Y Return
7.39%

FAQ’s

Frequently Asked Questions about Equity Funds

Who should consider hybrid funds?

They are ideal for first-time investors or those seeking a balanced approach—not too risky like pure equity, and not too conservative like pure debt.

There are aggressive hybrid funds (higher equity), conservative hybrid funds (higher debt), balanced advantage funds (dynamic mix), and multi-asset funds (mix of equity, debt, gold, etc.).

They offer a balance, but returns are not guaranteed. Performance depends on how both the equity and debt parts of the portfolio perform.

Taxation depends on the equity allocation. If the fund holds more than 65% equity, it is taxed like equity mutual funds. Otherwise, it is taxed like debt funds.

Yes. For investors with a moderate risk appetite, hybrid funds provide diversification and are suitable for wealth-building over 3–5+ years.