Finance

Time to Rebalance Your Portfolio? Check out these Hybrid Funds that Provide Stability and Good Returns

When the point is of investing, it’s very vital to have a varied portfolio of the individual that balances risk as well as rewards. But with the market constantly changing, it can be a bit tricky to maintain that balance. That’s where hybrid funds come in. These funds invest in stocks and bonds, providing the stability of fixed income and offering the potential for growth from equity. 

So, if you’re considering rebalancing your portfolio, look at top-performing hybrid mutual funds and what a hybrid fund is.

What are Hybrid Funds?

Hybrid mutual funds combine two main types of investments: stocks and bonds. These funds are very well designed to give individuals a balanced ride in the unpredictable world of investing. The stock aims for growth, while the bond part acts like a safety net during high market times. So, if you’re looking to balance risks and rewards, hybrid funds could be your go-to choice for a smoother and more stable investment journey.

Top Hybrid Funds for Stability and Good Returns

Hybrid Funds NameExpense Ratio3-Y Return
ICICI Prudential Equity & Debt Fund 1.11%26.60%
HDFC Hybrid Equity Fund 1.08%17.23%
SBI Hybrid Equity Fund 1.45%9.60%
Mirae Asset Hybrid Equity Fund 1.75%11.64%
DSP BlackRock Equity & Bond Fund 1.79%14.81%
  1. ICICI Prudential Equity & Debt Fund

Are you striving for long-term capital appreciation with a focus on downside protection? This hybrid mutual fund adopts a flexible approach. It invests in both equity and debt instruments, adapting to market conditions to optimize returns.

In addition, it is known for its robust performance; ICICI Prudential Equity & Debt Fund has demonstrated resilience during market fluctuations. The fund’s active management strategy attracts investors seeking growth and stability.

  1. HDFC Hybrid Equity Fund

Formerly known as HDFC Balanced Fund, it aims to offer investors with capital appreciation and income over the long term. The fund adopts a balanced investment strategy by allocating assets across equity and debt instruments.

HDFC Hybrid Equity Fund is a stalwart in the hybrid fund category, consistently delivering competitive returns. With a focus on a diversified portfolio, it appeals to investors looking for a mix of growth and stability in their investments.

  1. SBI Hybrid Equity Fund

Formerly SBI Magnum Balanced Fund, this fund seeks to avail capital appreciation by investing in a varied diversified portfolio of equity and equity-related securities. It aims to balance risk and returns for long-term wealth creation.

SBI Hybrid Equity Fund is recognized for its disciplined investment approach and has a track record of delivering consistent performance. It appeals to investors looking for a well-managed fund with a blend of equity and debt exposure.

  1. Mirae Asset Hybrid Equity Fund

Striving for long-term capital appreciation, this fund adopts a dynamic asset allocation strategy. It invests in a mix of equity and debt instruments, focusing on quality stocks for optimal risk-adjusted returns.

Mirae Asset Hybrid Equity Fund has gained popularity for its prudent investment choices and the ability to navigate varying market conditions. It is suitable for investors seeking a balanced approach to wealth creation.

  1. DSP BlackRock Equity & Bond Fund

This fund aims to provide a balance between growth and stability by investing both in equity and debt securities. It seeks to generate long-term capital appreciation while managing risks effectively.

DSP BlackRock Equity & Bond Fund is known for its consistent performance and well-diversified portfolio. Investors appreciate its approach to maintaining a balanced asset allocation, making it a reliable choice for those seeking stability with growth potential.

The Bottom Line

Choosing the right hybrid mutual funds in India involves considering your investment goals, risk tolerance, and the fund’s historical performance. The top 5 funds mentioned – ICICI Prudential Equity & Debt Fund, HDFC Hybrid Equity Fund, SBI Hybrid Equity Fund, Mirae Asset Hybrid Equity Fund, and DSP BlackRock Equity & Bond Fund – have demonstrated resilience and consistency. 

However, it’s essential to conduct thorough research, stay informed about the latest fund performance, and, if needed, consult with a financial advisor to make well-informed investment decisions in the ever-evolving financial landscape.

Christopher Stern

Christopher Stern is a Washington-based reporter. Chris spent many years covering tech policy as a business reporter for renowned publications. He has extensive experience covering Congress, the Federal Communications Commission, and the Federal Trade Commissions. He is a graduate of Middlebury College. Email:[email protected]

Related Articles

Back to top button