Hybrid Fund

Independent research and education on hybrid mutual funds in India. Hybrid funds combine equity, debt and sometimes gold in one portfolio, which can smooth returns compared with a pure equity fund. SEBI recognises several types, including conservative hybrid, balanced hybrid, aggressive hybrid, dynamic asset allocation (balanced advantage), multi asset allocation, equity savings and arbitrage funds, and each carries a different level of equity risk. Our coverage explains how to compare them on asset mix, downside protection, rolling returns, expense ratio, fund manager approach and tax treatment, and how they fit goals such as a first equity investment or a steady medium-term holding