5 Top Performing Hybrid Funds: These Fund Have Delivered More Than 22% Returns In 3Y
Quant Absolute FundQuant Multi Asset Fund BOI AXA Mid & Small Cap Equity & Debt FundICICI Prudential Equity & Debt Fund Kotak Equity Hybrid
Hybrid Funds are mutual fund schemes that invest in several asset classes, such as equities, debt, and other asset classes, based on the scheme's investment goal. These funds diversify their portfolios by investing in a variety of asset types in order to reduce risk.
Hybrid funds have the potential to produce higher returns than debt funds while posing a lower risk than equity funds. In this article, we explore a five-performer hybrid fund that has generated more than 22% annualized returns in three years. In addition, the SIP returns of these funds could also enhance your investment decision based on the returns. Out of these 5 hybrid Mutual Funds, the top 2 are 5-star rated and the other 3 are 4- star rated by Groww, an investing platform.
Who Should Invest in the Hybrid Mutual Funds?
A fund manager administering a hybrid mutual fund will invest equally in debt and equity securities while keeping the fund's goal in mind; hybrid fund managers may often reallocate assets based on current market circumstances.
Investors who want a taste of both equity and debt funds may look at hybrid funds. Hybrid funds are a mix of equity and debt assets that are meant to suit the scheme's investment goal. Each hybrid fund has a unique mix of equity and debt to appeal to various sorts of investors. Investors don't have to worry about market risks or be dissatisfied with returns because only a certain amount of the pooled assets is invested in equities or debt securities. .
Those who are ready to assume some risk in exchange for the possibility of earning substantially larger returns than debt funds might consider investing in hybrid funds. These funds should be considered by anybody wishing to diversify their portfolio.
Depending on the asset allocation and investment goal of the fund, there are four types of hybrid mutual funds. Equity-oriented hybrid funds, debt-oriented balanced funds, Monthly Income Plans, and Arbitrage Funds are some of the options.
Annualized Lump Sum Returns
On the investment of Rs 10,000
| Mutual Fund | 1 Year | 2 Year | 3 Year | 5 Year |
|---|---|---|---|---|
| Quant Absolute Fund - Direct Plan - Growth | 38.44% | 40.12% | 30.94% | 20.47% |
| Quant Multi Asset Fund - Direct Plan - Growth | 56.82% | 41.30% | 30.45% | 19.29% |
| BOI AXA Mid & Small Cap Equity & Debt Fund - Direct Plan - Growth | 38.68% | 33.18% | 25.16% | 16.91% |
| ICICI Prudential Equity & Debt Fund - Direct Plan - Growth | 31.54% | 28.07% | 22.95% | 15.93% |
| Kotak Equity Hybrid - Direct Plan - Growth | 18.18% | 22.45% | 22.05% | 14.22% |
Absolute SIP Returns
On the investment of Rs 1,000
| Mutual Fund | 1 Year | 2 Year | 3 Year | 5 Year |
|---|---|---|---|---|
| Quant Absolute Fund - Direct Plan - Growth | 10.97% | 50.23% | 68.61% | 90.43% |
| Quant Multi Asset Fund - Direct Plan - Growth | 17.98% | 57.99% | 76.35% | 98.97% |
| BOI AXA Mid & Small Cap Equity & Debt Fund - Direct Plan - Growth | 10.68% | 45.71% | 61.63% | 69.31% |
| ICICI Prudential Equity & Debt Fund - Direct Plan - Growth | 15.55% | 45.94% | 54.16% | 66.90% |
| Kotak Equity Hybrid - Direct Plan - Growth | 7.46% | 33.65% | 43.77% | 56.96% |


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