FUND
NAV
Press Enter or Space to open search suggestions
Press Enter or Space to open search suggestions
Trusted by 2M+ Users
Squeeze the most out of your trades with Lemonn - your right investment partner.
FUND
NAV
Squeeze the most out of your trades with Lemonn - your right investment partner.
Filters
NAV RANGE
FUND
NAV
Overview
The All Hybrid Mutual Funds page brings together schemes that combine different asset classes or investment approaches within one portfolio.
Hybrid strategies can range from equity-heavy Aggressive Hybrid Funds to debt-heavy Conservative Hybrid Funds, dynamically managed Balanced Advantage Funds, Multi Asset Allocation Funds, Equity Savings Funds, and Arbitrage Funds.
Because these strategies work differently, investors should compare allocation and risk rather than relying only on historical returns.
Explained
Hybrid and related categories available for comparison can include:
Dynamic Asset Allocation or Balanced Advantage Funds
Active Asset Allocator Long-Short strategies
Some specialised strategies may operate under regulatory frameworks different from conventional mutual fund categories.
The scheme documentation should therefore be checked before treating every product on a discovery page as structurally identical.
Explained
The biggest difference between Hybrid Fund categories is asset allocation.
Aggressive Hybrid Funds maintain substantial equity exposure.
Their returns can therefore be influenced strongly by stock-market movements.
Conservative Hybrid Funds maintain substantially greater debt exposure.
Interest-rate and credit risks become more important in these portfolios.
Dynamic Asset Allocation or Balanced Advantage Funds can change equity and debt exposure according to their investment framework.
Multi Asset Allocation Funds invest across at least three eligible asset classes under the applicable category framework.
Arbitrage Funds attempt to capture pricing differences between cash and derivatives markets while maintaining the required equity-related exposure.
Equity Savings Funds combine equity, arbitrage, and debt exposures according to their scheme mandate.
Suitability
Hybrid Funds may suit investors who:
The correct category matters more than the broad Hybrid Fund label.
Advantages
A higher equity allocation generally means greater sensitivity to stock-market movements.
Review duration, credit quality, and issuer concentration in the debt portion.
Some funds maintain relatively stable allocation ranges, while others can change allocations dynamically.
Multi-asset strategies may include gold and other permitted investments.
Tax treatment can differ between schemes depending on their actual portfolios.
Before you invest
Understand both minimum and maximum permitted equity exposure.
In strategies using derivatives, gross equity exposure and unhedged equity exposure can be different. This distinction can materially affect risk.
Review credit ratings, duration, and issuer concentration.
Dynamic funds may use valuation, trend, volatility, or other models. Understand the broad framework instead of relying only on past returns.
Arbitrage and specialised strategies can use derivatives extensively.
Do not infer taxation solely from the category name.
Compare expense ratios with genuinely comparable strategies.
Taxation
Taxation varies according to the scheme's portfolio and applicable tax classification.
Qualifying equity-oriented funds can receive equity capital-gains treatment.
For eligible units, a holding period of more than 12 months generally determines long-term treatment, while a holding period of 12 months or less generally determines short-term treatment under the relevant equity provisions.
Other Hybrid Funds can receive different treatment depending on their equity, debt, domestic, international, or other underlying exposure.
Fund of Funds and specialised strategies require particular care because their tax classification cannot be determined simply from the word hybrid.
Step by step
Good to know
Aggressive Hybrid Funds generally maintain a high equity allocation, although investors should check the latest scheme mandate and portfolio.
Conservative Hybrid Funds maintain a substantially larger debt allocation than Aggressive Hybrid Funds.
Balanced Advantage Funds generally belong to the Dynamic Asset Allocation category within the broader hybrid universe.
Some investors may find a professionally managed multi-asset portfolio convenient, but suitability depends on risk tolerance, investment horizon, and the specific category.
Yes. Hybrid Funds are market-linked and can experience losses.
No. Their strategies and risk exposures are very different.
No. Compare allocation, risk, debt quality, derivatives, expenses, consistency, and taxation.
Recap
Loved by 2M+ users with a 4.3+ ⭐ app rating. Join now!
Squeeze the most out of your trades with Lemonn - your right investment partner.
FUND
Bank of India Aggressive Hybrid Fund Direct GrowthHybrid Aggressive₹47.05
1.92%
13.02%
16.38%
14.14%
Nippon India Nifty Next 50 Junior BeES FoF Direct GrowthHybrid Fund of Funds₹26.63
2.46%3.45%
15.81%
10.92%
IDBI Hybrid Equity Fund Direct Plan GrowthHybrid Aggressive₹18.66
0.05%13%
15.39%
8.18%
Bandhan Aggressive Hybrid Fund Direct Plan GrowthHybrid Aggressive₹31.42
1.61%5.5%
13.35%
11.12%
I
ICICI Prudential Aggressive Hybrid Fund Direct Plan GrowthHybrid Aggressive₹441.31
1.13%0.96%
12.92%
15.05%
Axis Balanced Advantage Fund Direct Reinvst of Inc Dis cum Cap WdrlHybrid Dynamic Asset Allocation₹13.86
0.93%0.88%
12.76%
12.24%
HSBC Equity Savings Direct Plan Growth PlanHybrid Equity Savings₹40.8
0.86%6.84%
12.63%
10.77%
JM Aggressive Hybrid Fund (Direct) - Growth OptionHybrid Aggressive₹137.52
1.81%0.59%
12.57%
13.31%
Kotak Aggressive Hybrid Direct GrowthHybrid Aggressive₹76.17
1.64%4.67%
12.53%
12.46%
Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl optHybrid Aggressive₹69.23
1.3%10.09%
12.37%
12.95%
Bank of India Aggressive Hybrid Fund Direct Payout of Income Dist cum Cap WdrlHybrid Aggressive₹36.16
1.93%12.95%
16.33%
14.09%
Nippon India Nifty Next 50 Junior BeES FoF Direct Payout Inc Dist cum Cap WdrlHybrid Fund of Funds₹26.63
2.46%3.45%
15.81%
10.92%
IDBI Hybrid Equity Fund Direct Plan Income AnnuallyHybrid Aggressive₹17.11
0.05%13%
15.36%
8.16%
Bandhan Aggressive Hybrid Fund Direct Plan Payout of Income Distribution cum cptl Wdrl optHybrid Aggressive₹21.46
1.6%5.43%
13.23%
11.03%
Edelweiss Aggressive Hybrid Direct Plan Growth OptionHybrid Aggressive₹74.72
1.45%1.29%
12.32%
12.92%
Axis Balanced Advantage Fund Direct Pyt of Inc Dis cum Cap WdrlHybrid Dynamic Asset Allocation₹13.86
0.93%0.88%
12.76%
12.24%
HSBC Aggressive Hybrid Fund Direct Plan Growth OptionHybrid Aggressive₹67.62
2.09%4.67%
12.61%
10.65%
JM Aggressive Hybrid Fund (Direct) Payout of Income Distribution cum capital W/DHybrid Aggressive₹75.82
1.81%
-1.4%
12.19%
12.66%
Kotak Aggressive Hybrid Direct Reinvestment of Income Distribution cum Cap WdrlHybrid Aggressive₹46.69
1.63%2.52%
12.03%
11.9%
Quant Aggressive Hybrid Fund Growth Option Direct PlanHybrid Aggressive₹499.85
1.3%8.05%
12.13%
12.54%
Showing 1–20 of 711
