Our Hybrid Mutual Fund Schemes

Regular

Direct

Our hybrid schemes are designed to offer a balance between equity and debt allocations

Hybrid funds aim to deliver a balance between returns and risks along with capital appreciation and stability keeping inflation in mind. They are of two types: Equity oriented hybrid fund and Debt oriented hybrid fund. While money invested in equities gives your investment the much-needed push, debt instruments offer you the much-needed cushion against market volatility. Investing across asset classes also enhances diversification of your portfolio.

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SIP Calculator

Your target goal amount

₹ 10 Lakhs

₹ 20 Crores

Time Period

24 Months

150 Months

Expected Return Rate (P.A.)

13%

Invested Amount

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Invested Amount

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Target Goal Amount

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Monthly Invested Amount

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Disclaimer: The calculator alone is not sufficient and shouldn't be used for the development or implementation of an investment strategy. This tool is created to explain basic financial / investment related concepts to investors. The tool is created for helping the investor take an informed decision and is not an investment process in itself. Mutual Fund does not provide guaranteed returns. Investors are advised to seek professional advice from financial, tax and legal advisor before investing.

Frequently Asked Questions

Types of Hybrid Fund?

SEBI has classified Hybrid funds into 7 sub-categories as follows:

Conservative Hybrid Fund	10% to 25% investment in equity & equity related instruments; and 75% to 90% in Debt instruments
Balanced Hybrid Fund	40% to 60% investment in equity & equity related instruments; and 40% to 60% in Debt instruments
Aggressive Hybrid Fund	65% to 80% investment in equity & equity related instruments; and 20% to 35% in Debt instruments
Dynamic Asset Allocation or Balanced Advantage Fund	Investment in equity/ debt that is managed dynamically (0% to 100% in equity & equity related instruments; and 0% to 100% in Debt instruments)
Multi Asset Allocation Fund	Investment in at least 3 asset classes with a minimum allocation of at least 10% in each asset class
Arbitrage Fund	Scheme following arbitrage strategy, with minimum 65% investment in equity & equity related instruments
Equity Savings	Equity and equity related instruments (min.65%); debt instruments (min.10%) and derivatives (min. for hedging to be specified in the SID)