Best Hybrid Mutual Funds 2024

Seeking balanced wealth creation? Explore top hybrid mutual funds for growth & stability across market cycles.

Start Invest now
bestmutualfunds
Home › Investments › Mutual Funds › Best hybrid mutual fund
a
Fund Name1-Year Return3-Year Return5-Year Return
Quant Absolute Fund – Direct Plan – Growth (Aggressive Hybrid)12.45%33.92%20.41%
ICICI Prudential Equity & Debt Fund – Direct Plan – Growth (Aggressive Hybrid)17.38%22.84%15.08%
Kotak Equity Hybrid Fund – Direct Plan – Growth (Balanced Hybrid)7.12%19.48%13.19%
UTI Hybrid Equity Fund – Direct Plan – Growth (Balanced Hybrid)4.27%19.01%9.48%
Edelweiss Aggressive Hybrid Fund – Direct Plan – Growth (Aggressive Hybrid)11.83%19.18%13.02%

Detailed Overview

1. Quant Absolute Fund – Direct Plan-Growth (Aggressive Hybrid)

This fund aims for capital appreciation through a dynamic asset allocation strategy. It invests mainly in equities (>65%) across market caps and sectors, with a smaller portion in debt (<35%) for stability. Its strong 3-year performance indicates its ability to navigate market fluctuations. However, its higher equity exposure comes with higher risk.

2. ICICI Prudential Equity & Debt Fund – Direct Plan-Growth (Aggressive Hybrid)

Another aggressive hybrid option, this fund invests 65-80% in equities and 20-35% in debt. Its focus on large-cap and mid-cap stocks provides relative stability compared to pure equity funds. Its consistent performance across all timeframes makes it a reliable choice for moderate-risk investors.

3. Kotak Equity Hybrid Fund – Direct Plan-Growth (Balanced Hybrid)

This balanced hybrid fund targets capital appreciation with a blend of equity (55-65%) and debt (35-45%). Its diversified portfolio includes large, mid, and small-cap stocks, aiming for long-term wealth creation. While its 1-year return may seem lower, its consistent 3- and 5-year performance makes it a good option for those seeking moderate risk and steady growth.

4. UTI Hybrid Equity Fund – Direct Plan-Growth (Balanced Hybrid)

Similar to Kotak Equity Hybrid Fund, this balanced option blends equity (55-65%) and debt (35-45%) for long-term capital appreciation. Its focus on large-cap and blue-chip stocks prioritizes stability over volatility. While its 1-year return is on the lower side, its long-term performance shows its potential for steady growth with moderate risk.

5. Edelweiss Aggressive Hybrid Fund – Direct Plan-Growth (Aggressive Hybrid)

This fund seeks capital appreciation through a diversified portfolio of large, mid, and small-cap equities (>65%), with a smaller debt allocation (<35%). Its exposure to mid and small-cap stocks potentially offers higher returns but also comes with higher risk. It might be suitable for those comfortable with volatility in pursuit of long-term growth

Useful links