Top 5 Hybrid Mutual Fund
Investments can be broadly classified into three types based on risk – equity (or high-risk) investments, debt (or low-risk) investments, and hybrid investments.
Most investment advisors ask investors to create an investment plan based on their financial goals, risk tolerance, and investment horizon.
Every individual has different needs and aspirations, and hence, it is difficult to classify an investor as a purely high-risk or low-risk-taker. This is where Hybrid Mutual Funds step in.
| Sr.No. | Fund name | Expense ratio | Fund size | Return (3Y) |
| 1 |
UTI Equity Savings Fund |
0.73% | ₹341 Cr | 12.65% p.a. |
| 2 |
Quant Multi Asset Fund |
0.76% | 1,829.08 Cr | 29.45% p.a. |
| 3 |
HDFC Retirement Savings Fund – Hybrid Equity Plan |
0.94% | 1,352 Cr | 18.82% p.a. |
| 4 |
Edelweiss Arbitrage Fund |
0.35% | 9,167.21 Cr | 6.38% p.a. |
| 5 |
ICICI Prudential Equity & Debt Fund |
0.99% | ₹33,502 Cr | 26.39% p.a. |
Source:ET Moneyhttps://www.etmoney.com/mutual-funds/hybrid
