During last 1 year, many of the other equity mutual funds are bleeding but many hybrid funds are still giving good returns on investment. This post lists Best Hybrid Funds in 2019 based on 5 year return value. Top 5 funds of several categories in hybid fund class are listed below. We strongly advise you to please consult your investment adviser before making any investment decison.
(Read: What is Mutual Fund? How to invest in Mutual Funds? How Do Mutual Funds work?)
Hybrid Mutual Funds are considered as good retuning funds funds and safer in comparison to other equity mutual funds. These funds invest their assets in both equity and debts. They choose stocks and bonds for investment. Stocks have higher return but are less safe while bonds are safe but comparatively low return. Amid high pressure arond stock market, bonds give better return in comparison to stocks. Because of these benefits, hybrid funds manage to avail a good return because of partial investment in stocks and manage risk because of partial investment in bonds.
Best Hybrid Funds in 2019
Below is the list of top 5 hybrid funds in each categoyy
Aggresive Hybrid Funds
An Aggressive Mutual Fund is a type of mutual fund that which includes both equity and debt instruments in the portfolio but it focuses on risk instruments, i.e. equities. They invest 65-80% of the total asset in equities.
| S.No. | Name of the Fund | 5 Years Return (%) |
|---|---|---|
| 1 | SBI Equity Hybrid Fund – Regular Plan – Growth | 11.11 |
| 2 | DSP Equity & Bond Fund – Regular Plan – Growth | 10.89 |
| 3 | HDFC Hybrid Equity Fund – Growth | 10.39 |
| 4 | Canara Robeco Equity Hybrid Fund – Regular Plan – Growth | 10.23 |
| 5 | ICICI Prudential Equity & Debt Fund – Growth | 10.11 |
Conservative Hybrid Funds
These funds invest 75-90% of the total asset in bond instruments and rest in equity stocks,
| S.No. | Name of the Fund | 5 Years Return (%) |
|---|---|---|
| 1 | ICICI Prudential Regular Savings Fund – Growth | 9.74 |
| 2 | Kotak Debt Hybrid – Growth | 8.28 |
| 3 | SBI Debt Hybrid Fund – Growth | 8.20 |
| 4 | Baroda Conservative Hybrid Fund – Plan A – Growth | 8.20 |
| 5 | IDFC Regular Savings Fund – Regular Plan – Growth | 7.99 |
Dynamic Asset Allocation or Balanced Advantage
These funds keep changing the focus between equity and debts depending on the market conditions. The allocation of asst varies between asset classes.
| S.No. | Name of the Fund | 5 Years Return (%) |
|---|---|---|
| 1 | HDFC Balanced Advantage Fund – Growth | 9.53 |
| 2 | ICICI Prudential Balanced Advantage Fund – Growth | 9.06 |
| 3 | Invesco India Dynamic Equity Fund – Growth | 9.01 |
| 4 | Reliance Balanced Advantage Fund – Growth | 8.99 |
| 5 | Aditya Birla Sun Life Balanced Advantage Fund – Growth | 8.39 |
Equity Savings Fund
These mutual funds invest in debt instruments, equities and equity arbitrage. They maintain 65% focus on equities.
| S.No. | Name of the Fund | 5 Years Return (%) |
|---|---|---|
| 1 | DHFL Pramerica Equity Savings Fund – Growth | 8.86 |
| 2 | HDFC Equity Savings Fund – Growth | 7.81 |
| 3 | Principal Equity Savings Fund – Growth Accumulation Plan | 6.41 |
| 4 | Tata Equity Savings Fund – Regular Plan – Growth | 6.07 |
| 5 | L&T Equity Savings Fund – Growth | 5.95 |
Disclaimer: These are the Best Hybrid Funds in 2019 based on their return value. This post does not give any advice or recommendation. Mutual Fund investments are subject to market risk. Please read all the related documents carefully before investing. It is also advised to consult your financial advisor for necessary suggestions.
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