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.

Kotak Aggressive Hybrid Fund(G)
Aggressive Hybrid Fund
Fund Size (In Cr.)
NA
3Y Return
16.70%
Quant Aggressive Hybrid Fund(G)
Aggressive Hybrid Fund
Fund Size (In Cr.)
193,137
3Y Return
12.07%
PGIM India Aggressive Hybrid Equity Fund(G)
Aggressive Hybrid Fund
Fund Size (In Cr.)
21,475
3Y Return
13.89%
UTI Aggressive Hybrid Fund-Reg(G)
Aggressive Hybrid Fund
Fund Size (In Cr.)
630,160
3Y Return
18.14%
HDFC Hybrid Equity Fund(G)
Aggressive Hybrid Fund
Fund Size (In Cr.)
2,399,590
3Y Return
13.56%
Bandhan Aggressive Hybrid Fund-Reg(G)
Aggressive Hybrid Fund
Fund Size (In Cr.)
113,928
3Y Return
17.28%
Nippon India Aggressive Hybrid Fund(G)
Aggressive Hybrid Fund
Fund Size (In Cr.)
389,445
3Y Return
17.29%
Edelweiss Aggressive Hybrid Fund-Reg(G)
Aggressive Hybrid Fund
Fund Size (In Cr.)
304,472
3Y Return
19.49%
Union Aggressive Hybrid Fund-Reg(G)
Aggressive Hybrid Fund
Fund Size (In Cr.)
64,796
3Y Return
13.91%
DSP Aggressive Hybrid Fund-Reg(G)
Aggressive Hybrid Fund
Fund Size (In Cr.)
1,133,270
3Y Return
17.31%
Groww Aggressive Hybrid Fund-Reg(G)
Aggressive Hybrid Fund
Fund Size (In Cr.)
4,803
3Y Return
13.18%
Franklin India Aggressive Hybrid Fund(G)
Aggressive Hybrid Fund
Fund Size (In Cr.)
224,511
3Y Return
16.30%
Bank of India Mid & Small Cap Equity & Debt Fund-Reg(G)
Aggressive Hybrid Fund
Fund Size (In Cr.)
125,281
3Y Return
21.12%
Axis Aggressive Hybrid Fund-Reg(G)
Aggressive Hybrid Fund
Fund Size (In Cr.)
152,699
3Y Return
10.82%
Mahindra Manulife Aggressive Hybrid Fund-Reg(G)
Aggressive Hybrid Fund
Fund Size (In Cr.)
183,733
3Y Return
19.09%

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.