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Aditya Birla Capital LimitedAditya Birla Capital Limited (“ABCL”) is a listed systemically important nondeposit taking Non-Banking Financial Company (NBFC) and the holding
company of the financial services businesses. ABCL and its subsidiaries/JVs provides a comprehensive suite of financial solutions across Loans,
Investments, Insurance, and Payments to serve the diverse needs of customers across their lifecycles. Powered by over 68,400 employees, the businesses of ABCL have a nationwide reach with over 1,740 branches and more than 200,000 agents/channel partners along with several bank partners.
Nationwide Branches
1,740
No. of Employees
68,400
Agents/Channel Partners
2,00,000+
Aggregate Assets
INR 5.91 Lakh Cr
Consolidated Lending Book
INR 2 Lakh CrABCL
Corporate Governance Policies
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Advantages of Balanced Hybrid Funds
Moderate risk
The equity and debt exposure can be changed depending on market movements. This stabilises the portfolio and reduces the risk considerably.
Portfolio diversification
Enjoy a diversified portfolio of equity and debt instruments managed actively to generate the maximum possible returns while minimising risks.
Stable returns
The equity component of the fund has the potential to offer good returns on investments.
Capital Appreciation
The blend of equity for growth and debt for stability offers the potential for capital appreciation while actively managing downside risk through adjustments in asset allocation.
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Explore Balanced Hybrid Funds
Most Popular
AUM: 23427(Cr)
Risk: Very High
- MIN. INVESTMENT 500
- 5 YRS RETURNS 33.32%
- Invest (Per Month) ₹10000
- Get (30 Yrs) ₹24,850*
*Projections/estimations is backtested using historical data.
Most Popular
- AUM: 23427(Cr)
- Risk: High
- MIN. INVESTMENT 1000
- 5 YRS RETURNS 33.32%
- Invest (Per Month) ₹15000
- Get (30 Yrs) ₹34,850*
*Projections/estimations is backtested using historical data.
Balanced Hybrid Funds Returns Calculator
REGULAR INVESTMENT
SIP
Invest systematically in regular amounts and build a corpus with a disciplined investing habit.
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Lump sum
Invest once with the facility of lump sum investing and save at your will. Time the market correctly and earn good returns.
INVEST LUMPSUMTotal Amount Invested
₹ 0
after 30 years you will get a return of
₹ 0
Disclaimer: Projections/estimations is backtested using historical data.
Total Amount Invested
₹ 0
after 30 years you will get a return of
₹ 0
Disclaimer: Projections/estimations is backtested using historical data.
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Understanding Balanced Hybrid Funds
Table of Contents
What are Balanced Hybrid Funds?What are the features of Balanced Hybrid Funds?What are the different types of hybrid funds?What should be the investment horizon for Balanced Hybrid Funds?What is the tax implication of Balanced Hybrid Funds?What are the payout options?Who should invest in Balanced Hybrid Funds?
What are Balanced Hybrid Funds?
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Balanced Hybrid Funds are open-ended hybrid mutual fund schemes that invest in equity and debt. The allocation to equity and debt ranges between 40% and 60% and fund managers can allocate the portfolio depending on market movements.
What are the features of Balanced Hybrid Funds?
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A minimum 40% allocation in equity or debt and the maximum is 60%
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The fund has a moderate risk profile
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Fund managers have the flexibility to increase or decrease the equity and debt exposure in tune with market movements
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Suitable for investors who are looking for stable returns with moderate risks
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Invest through SIPs or lump sum
What are the different types of hybrid funds?
Aggressive Hybrid Funds
Funds that invest 65% to 80% of their portfolio in equity securities and 20% to 35% in debt
Equity Savings Funds
Funds that invest in equity, debt and arbitrage opportunities. A minimum of 65% of the portfolio is invested in equity and 10% in debt
Conservative Hybrid Fund
Hybrid funds which invest 75% to 90% of the portfolio in debt and the remainder in equity
Multi-Asset Allocator Fund
Funds that invest at least 10% of the portfolio in three different asset classes
Arbitrage Funds
Funds that invest in arbitrage opportunities. At least 65% of the fund is invested in equity
What should be the investment horizon for Balanced Hybrid Funds?
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Balanced Hybrid Funds have the flexibility to be equity-oriented or debt-oriented
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As such, they have a moderate risk profile
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You can invest for a medium to long-term duration for attractive returns
What is the tax implication of Balanced Hybrid Funds?
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Balanced Hybrid Funds do not have a minimum of 65% allocation in equity
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As such, they attract debt taxation on the capital gains earned
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The returns earned are taxed at your income tax slab rates
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Dividends earned, if any, are taxed at your income tax slab rate
What are the payout options?
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Dividend option
Earn dividends on your investment at regular intervals
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Growth option
Accumulate the returns over the investment tenure and get a lump sum amount on redemption
Who should invest in Balanced Hybrid Funds?
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New equity investors
You can protect against high volatility risks with moderate exposure to equity, which can change if the markets turn volatile
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Investors with a moderate risk profile
Since the fund can switch between a high equity or debt exposure, they have a moderate risk profile and suit investors with the same risk profile
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Investors looking for good returns
If you want equity-oriented returns with lower risks, Balanced Hybrid Funds can be a good choice.
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Other asset class funds
Debt Funds
Invest in debt securities for low risks and stable returns.
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Equity Fund
Give your savings the growth they deserve. Invest in Equity Funds and unlock the potential of long-term growth
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ETF Funds
Invest in funds listed and traded on the stock exchange
Fund of Funds
Mutual funds that invest in other mutual funds both in India and globally
Index Fund
Passively-managed mutual funds tracking a particular index
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