MUTUAL FUND CATEGORY
Hybrid funds combine equity and fixed-income investments to provide a balanced approach of growth, income and stability.
Hybrid equity funds, also known as balanced funds, invest in a mix of equity and fixed income securities. These funds aim to offer a balanced investment approach by diversifying across multiple asset classes.
The equity portion helps investors participate in long-term growth and capital appreciation, while the fixed-income portion may provide stability and regular income through interest-generating instruments.
The allocation between equity and debt may vary depending on the fund’s objective, strategy and market outlook followed by the fund manager.
Key Features
Hybrid funds may provide moderate return potential by combining growth assets with income-focused instruments.
Indicative: 8% – 12%
These funds may be suitable for investors looking for regular earnings after a certain investment duration.
Income-Oriented Option
Hybrid funds may carry moderate risk as they balance equity exposure with relatively stable debt instruments.
Balanced Risk Profile
Hybrid funds diversify across asset classes to reduce dependence on one type of investment.
Multi-Asset Allocation
