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8 Best Performing Hybrid Balanced Mutual Funds 2022 | Fincash.com

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8 Best Hybrid Balanced Mutual Funds 2022

Updated on October 3, 2022 , 36481 views

Hybrid Funds are also commonly known as Balanced Fund. Hybrid funds are a type of Mutual Funds that invest in both equity and debt mutual fund. In other words, this fund acts as a combination of both debt and equity, where about 65% of the portfolio is dedicated to equities and the rest to fixed Income instruments.

hybrid-or-balanced-mutual-funds

Hybrid funds are a great option for the investors who fear of Investing in Equity Funds. This fund will reduce the risk portion and also help in gaining optimal returns over the time. To earn the best possible profits, investors are advised to invest in best hybrid mutual funds or best balanced funds. Thus, to make the process of investing easy for you, we have shortlisted some of the top performing hybrid funds to invest in 2022 - 2023 in article below.

Why Invest in Hybrid or Balanced Mutual Funds?

  • Hybrid funds help in balancing the portfolio. As the fund invests in both stocks and Bonds, investors can easily create a balanced portfolio by investing in a balanced mutual fund. This scheme also provides diversification benefits. Diversification helps in generating stable returns; so that if one fund underperforms, others can stabilise the portfolio. This will reduce the overall risk of the portfolio.

  • Hybrid or balanced funds are also a gateway for those who want to begin their equity investments. This will help in gaining optimal returns within a short to mid tenure. This will also prevent the larger downfall of equity from the ever-changing Market conditions. Moreover, hybrid funds carry a moderate level of risk, whereas equity funds have a high level of investment risk.

  • Ideally, hybrid funds can be a good investment option for investors who want to invest in Mutual Funds. These funds have the best of both worlds: the advantages of equities while gaining the benefits of a Fixed Income investment. Thus, investors can choose the above listed best hybrid mutual funds and earn good profits by investing in the scheme.

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Top 8 Hybrid Mutual Funds for Investments in FY 22 - 23

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
ICICI Prudential Equity and Debt Fund Growth ₹231.93
↑ 2.79
₹20,3608.50.57.321.813.941.7
Kotak Equity Hybrid Fund Growth ₹40.698
↑ 0.51
₹2,9088.10.23.21811.928.9
HDFC Balanced Advantage Fund Growth ₹306.779
↑ 4.92
₹48,0559.14.79.117.611.526.4
UTI Hybrid Equity Fund Growth ₹254.143
↑ 4.07
₹4,4487.50.21.717.19.330.5
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78
₹1,9540.510.527.11614.2
Principal Hybrid Equity Fund Growth ₹113.144
↑ 1.92
₹3,1069.30.20.4169.725.4
HDFC Hybrid Equity Fund Growth ₹81.592
↑ 1.19
₹18,9098.503.515.910.625.7
Canara Robeco Equity Debt Allocation Fund Growth ₹244.29
↑ 3.76
₹8,4488.1-1.3-1.315.811.622.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22
*List of Funds is bases on Assets > 500 Crore & Sorted on 3 Year CAGR Returns.

Hybrid / Balanced Mutual Funds Basics

1. Understanding Balanced Funds

In India, Balance funds typically invest 65% of their portfolio in stocks/equity/shares and the remainder of their resources in bonds and other debt instruments like corporate bond/ Government Bonds/ Infrastrcuture Bonds. So balanced funds are usually equity-oriented hybrid funds. They serve as a suitable option for first-time investors who have low-risk appetite. They are for investors who do not want to take on risky options but still want Capital appreciation. Also there are Debt oriented hybrid/balanced funds having 65% and 35% Equity.

2. Types of Hybrid Mutual Funds

Based on recent (Mar - Apr 2018) categorization of Mutual funds by SEBI. Types of hybrid fund as follows.

Type Details
Hybrid Equity 65% Equity 35% Debt
Hybrid Debt 65% Debt 35% Equity
Arbitrage 100% Equity Arbitrage
Dynamic Allocation Dynamic Allocaiton based on valuations
Equity Savings arbitrage opportunities, investment in equity / equity related instruments and debt / money market instruments
Multi Asset Multiple Asset like Floating Rate and fixed rate debt instruments, equity, money market instruments and derivatives
Balanced Hybrid 50% Equity 50% Debt

3. Advantages of Balanced Funds

Balance funds provide a convenience of diversification in form of a single docket of a mutual fund. An investor thus needs to go through the hassle of analyzing and selecting a bouquet of funds. A professionally trained and experienced fund manager does this job for the investor. A calculated combination of debt and equity components makes the funds less vulnerable to market volatility. The equity components of the fund are aimed at generating capital appreciation and their debt components serve as securities to shield the investment from unforeseen market corrections.

4. Disadvantages of Balanced Funds

While it might seem that balanced funds are virtually risk-free, it is not entirely the case. Balanced funds have their own share of risk. While in case of a direct investment across a number of stocks and debt instruments, one can relocate the resources among different funds as diversification for Tax Planning or wealth creation. However, in balance funds, since the decision of resource allocation is with the fund manager, customized diversification is not possible.

5. Better risk-based returns

Balanced funds have given better risk-adjusted returns in the long run compared to equity returns. A comparison is given below is based on certain assumption which might change time to time in future.

Fund Category 5-year rolling return Risk-based Std. deviation
Balanced Funds 13.20% 2.9
Large cap funds 12.90% 3.47
mid-cap and Large cap funds 13.96% 3.82
Diversified Funds 14.91% 3.96

1. ICICI Prudential Equity and Debt Fund

(Erstwhile ICICI Prudential Balanced Fund)

To generate long term capital appreciation and current income from a portfolio that is invested in equity and equity related securities as well as in fixed income securities.

ICICI Prudential Equity and Debt Fund is a Hybrid - Hybrid Equity fund was launched on 3 Nov 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.7% since its launch.  Ranked 7 in Hybrid Equity category.  Return for 2021 was 41.7% , 2020 was 9% and 2019 was 9.3% .

Below is the key information for ICICI Prudential Equity and Debt Fund

ICICI Prudential Equity and Debt Fund
Growth
Launch Date 3 Nov 99
NAV (04 Oct 22) ₹231.93 ↑ 2.79   (1.22 %)
Net Assets (Cr) ₹20,360 on 31 Aug 22
Category Hybrid - Hybrid Equity
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 1.02
Information Ratio 0.7
Alpha Ratio 9.26
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹10,568
30 Sep 19₹10,891
30 Sep 20₹10,400
30 Sep 21₹17,792
30 Sep 22₹19,044

ICICI Prudential Equity and Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for ICICI Prudential Equity and Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month 0%
3 Month 8.5%
6 Month 0.5%
1 Year 7.3%
3 Year 21.8%
5 Year 13.9%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2021 41.7%
2020 9%
2019 9.3%
2018 -1.9%
2017 24.8%
2016 13.7%
2015 2.1%
2014 45.6%
2013 11.2%
2012 29.4%
Fund Manager information for ICICI Prudential Equity and Debt Fund
NameSinceTenure
Sankaran Naren7 Dec 156.74 Yr.
Manish Banthia19 Sep 138.96 Yr.
Mittul Kalawadia29 Dec 201.67 Yr.
Nikhil Kabra29 Dec 201.67 Yr.
Priyanka Khandelwal15 Jun 175.22 Yr.
Sri Sharma30 Apr 211.34 Yr.

Data below for ICICI Prudential Equity and Debt Fund as on 31 Aug 22

Asset Allocation
Asset ClassValue
Cash10.41%
Equity70.48%
Debt19.1%
Equity Sector Allocation
SectorValue
Financial Services20.64%
Technology9.44%
Energy8.72%
Consumer Cyclical7.85%
Utility7.79%
Communication Services7.23%
Basic Materials3.06%
Industrials2.4%
Health Care2.24%
Real Estate0.96%
Consumer Defensive0.2%
Debt Sector Allocation
SectorValue
Government13.98%
Cash Equivalent10.35%
Corporate5.19%
Securitized0%
Credit Quality
RatingValue
A3.63%
AA21.25%
AAA75.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
8%₹1,586 Cr96,681,040
↓ -46,300
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
8%₹1,536 Cr17,309,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL
7%₹1,395 Cr19,204,611
↓ -1,654,035
Infosys Ltd (Technology)
Equity, Since 30 Jun 16 | INFY
5%₹1,061 Cr7,107,554
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Apr 17 | 500312
5%₹983 Cr70,950,522
5.53% Govt Stock 2033
Sovereign Bonds | -
5%₹973 Cr97,950,000
5.38% Govt Stock 2034
Sovereign Bonds | -
4%₹833 Cr85,768,010
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 22 | RELIANCE
3%₹689 Cr2,613,325
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 30 Nov 16 | TATAMTRDVR
3%₹679 Cr29,019,761
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH
3%₹646 Cr6,877,873

2. Kotak Equity Hybrid Fund

(Erstwhile Kotak Balance Fund)

The objective of the Scheme is to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments.

Kotak Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 3 Nov 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.1% since its launch.  Ranked 17 in Hybrid Equity category.  Return for 2021 was 28.9% , 2020 was 15.4% and 2019 was 14.1% .

Below is the key information for Kotak Equity Hybrid Fund

Kotak Equity Hybrid Fund
Growth
Launch Date 3 Nov 14
NAV (04 Oct 22) ₹40.698 ↑ 0.51   (1.26 %)
Net Assets (Cr) ₹2,908 on 31 Aug 22
Category Hybrid - Hybrid Equity
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 0.41
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹10,049
30 Sep 19₹10,924
30 Sep 20₹11,267
30 Sep 21₹16,983
30 Sep 22₹17,559

Kotak Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Kotak Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month -1%
3 Month 8.1%
6 Month 0.2%
1 Year 3.2%
3 Year 18%
5 Year 11.9%
10 Year
15 Year
Since launch 11.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 28.9%
2020 15.4%
2019 14.1%
2018 -6.2%
2017 23.2%
2016 11%
2015 1.9%
2014
2013
2012
Fund Manager information for Kotak Equity Hybrid Fund
NameSinceTenure
Pankaj Tibrewal25 Aug 157.02 Yr.
Abhishek Bisen4 Jun 0913.25 Yr.
Arjun Khanna30 Apr 220.34 Yr.

Data below for Kotak Equity Hybrid Fund as on 31 Aug 22

Asset Allocation
Asset ClassValue
Cash9.86%
Equity72.7%
Debt17.44%
Equity Sector Allocation
SectorValue
Financial Services19.87%
Industrials10.03%
Consumer Cyclical9.98%
Basic Materials8.03%
Technology6.84%
Health Care5.11%
Consumer Defensive4.55%
Energy4.07%
Real Estate2.53%
Utility1.44%
Debt Sector Allocation
SectorValue
Government16.03%
Cash Equivalent9.86%
Corporate1.41%
Credit Quality
RatingValue
A1.17%
AA1.93%
AAA96.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | ICICIBANK
5%₹157 Cr1,765,708
5.53% Govt Stock 2033
Sovereign Bonds | -
4%₹129 Cr12,942,800
5.74% Govt Stock 2026
Sovereign Bonds | -
4%₹127 Cr13,232,560
↑ 500,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
4%₹107 Cr719,800
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 11 | HDFCBANK
4%₹104 Cr699,947
7.1% Govt Stock 2029
Sovereign Bonds | -
3%₹100 Cr10,000,000
↓ -2,500,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 12 | SBIN
3%₹97 Cr1,819,100
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 06 | RELIANCE
2%₹71 Cr269,735
Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | 532548
2%₹64 Cr946,411
↓ -68,020
Thermax Ltd (Industrials)
Equity, Since 31 May 16 | THERMAX
2%₹61 Cr253,353
↓ -20,000

3. HDFC Balanced Advantage Fund

(Erstwhile HDFC Growth Fund and HDFC Prudence Fund)

Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

HDFC Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 11 Sep 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.9% since its launch.  Ranked 23 in Dynamic Allocation category.  Return for 2021 was 26.4% , 2020 was 7.6% and 2019 was 6.9% .

Below is the key information for HDFC Balanced Advantage Fund

HDFC Balanced Advantage Fund
Growth
Launch Date 11 Sep 00
NAV (04 Oct 22) ₹306.779 ↑ 4.92   (1.63 %)
Net Assets (Cr) ₹48,055 on 31 Aug 22
Category Hybrid - Dynamic Allocation
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.66
Sharpe Ratio 1.06
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹10,307
30 Sep 19₹10,888
30 Sep 20₹9,815
30 Sep 21₹15,719
30 Sep 22₹17,094

HDFC Balanced Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for HDFC Balanced Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month -0.7%
3 Month 9.1%
6 Month 4.7%
1 Year 9.1%
3 Year 17.6%
5 Year 11.5%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 26.4%
2020 7.6%
2019 6.9%
2018 -3.1%
2017 27.9%
2016 9.4%
2015 0.3%
2014 51.8%
2013 2.1%
2012 30.1%
Fund Manager information for HDFC Balanced Advantage Fund
NameSinceTenure
Anil Bamboli29 Jul 220.09 Yr.
Gopal Agrawal29 Jul 220.09 Yr.
Srinivasan Ramamurthy29 Jul 220.09 Yr.
Priya Ranjan1 May 220.33 Yr.

Data below for HDFC Balanced Advantage Fund as on 31 Aug 22

Asset Allocation
Asset ClassValue
Cash12.04%
Equity71.68%
Debt16.28%
Equity Sector Allocation
SectorValue
Financial Services27.34%
Energy9.49%
Industrials8.7%
Utility6.3%
Technology4.42%
Consumer Defensive3.64%
Health Care3.06%
Consumer Cyclical2.71%
Communication Services2.08%
Basic Materials1.32%
Debt Sector Allocation
SectorValue
Government13.42%
Cash Equivalent12.04%
Corporate2.86%
Credit Quality
RatingValue
AA6.25%
AAA93.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 May 07 | SBIN
7%₹3,192 Cr60,082,970
Coal India Ltd (Energy)
Equity, Since 31 Jan 18 | COALINDIA
5%₹2,379 Cr101,332,984
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹2,343 Cr26,406,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | HDFCBANK
5%₹2,262 Cr15,222,349
182 Dtb 12102022
Sovereign Bonds | -
4%₹1,988 Cr200,000,000
NTPC Ltd (Utilities)
Equity, Since 31 Aug 16 | 532555
4%₹1,909 Cr116,398,830
ITC Ltd (Consumer Defensive)
Equity, Since 30 Apr 18 | ITC
4%₹1,749 Cr54,562,082
5.38% Govt Stock 2034
Sovereign Bonds | -
3%₹1,457 Cr150,000,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 09 | INFY
3%₹1,398 Cr9,363,498
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE
3%₹1,314 Cr4,980,933

4. UTI Hybrid Equity Fund

(Erstwhile UTI Balanced Fund)

The scheme aims to invest in a portfolio of equity/equity related securities and fixed income securities (debt and money market securities) with a view to generating regular income together with capital appreciation.

UTI Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 2 Jan 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.8% since its launch.  Ranked 12 in Hybrid Equity category.  Return for 2021 was 30.5% , 2020 was 13.2% and 2019 was 2.5% .

Below is the key information for UTI Hybrid Equity Fund

UTI Hybrid Equity Fund
Growth
Launch Date 2 Jan 95
NAV (04 Oct 22) ₹254.143 ↑ 4.07   (1.63 %)
Net Assets (Cr) ₹4,448 on 31 Aug 22
Category Hybrid - Hybrid Equity
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.02
Sharpe Ratio 0.27
Information Ratio 0.2
Alpha Ratio 0.94
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹10,111
30 Sep 19₹9,984
30 Sep 20₹9,944
30 Sep 21₹15,347
30 Sep 22₹15,512

UTI Hybrid Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for UTI Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month -1%
3 Month 7.5%
6 Month 0.2%
1 Year 1.7%
3 Year 17.1%
5 Year 9.3%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2021 30.5%
2020 13.2%
2019 2.5%
2018 -5.6%
2017 25.7%
2016 8.8%
2015 2.4%
2014 32.8%
2013 6.8%
2012 28%
Fund Manager information for UTI Hybrid Equity Fund
NameSinceTenure
V Srivatsa24 Sep 0912.95 Yr.
Sunil Patil5 Feb 184.57 Yr.

Data below for UTI Hybrid Equity Fund as on 31 Aug 22

Asset Allocation
Asset ClassValue
Cash4.74%
Equity73.75%
Debt21.51%
Equity Sector Allocation
SectorValue
Financial Services26.16%
Technology9.56%
Consumer Cyclical8.17%
Industrials7.41%
Consumer Defensive5.35%
Health Care5.08%
Basic Materials3.06%
Utility2.85%
Communication Services2.21%
Energy1.97%
Real Estate1.93%
Debt Sector Allocation
SectorValue
Government15.23%
Corporate6.29%
Cash Equivalent4.74%
Credit Quality
RatingValue
AA17.7%
AAA82.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK
7%₹312 Cr3,514,723
HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK
6%₹259 Cr1,741,069
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC
4%₹183 Cr5,717,069
↓ -429,222
State Bank of India (Financial Services)
Equity, Since 31 Mar 18 | SBIN
4%₹171 Cr3,228,224
↓ -54,615
6.54% Govt Stock 2032
Sovereign Bonds | -
4%₹167 Cr1,750,000,000
↑ 500,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
4%₹158 Cr820,468
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹151 Cr1,013,919
↑ 46,862
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
3%₹127 Cr517,398
↓ -36,505
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | M&M
3%₹114 Cr871,568
↓ -41,277
HCL Technologies Ltd (Technology)
Equity, Since 31 May 21 | HCLTECH
2%₹98 Cr1,042,530
↑ 16,125

5. Sundaram Equity Hybrid Fund

(Erstwhile Sundaram Balanced Fund)

The scheme seeks to generate capital appreciation and current income through a judicious mix of investments in equities and fixed income securities.

Sundaram Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 23 Jun 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Ranked 25 in Hybrid Equity category. .

Below is the key information for Sundaram Equity Hybrid Fund

Sundaram Equity Hybrid Fund
Growth
Launch Date 23 Jun 00
NAV (31 Dec 21) ₹135.137 ↑ 0.78   (0.58 %)
Net Assets (Cr) ₹1,954 on 30 Nov 21
Category Hybrid - Hybrid Equity
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.18
Sharpe Ratio 2.64
Information Ratio -0.12
Alpha Ratio 5.81
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹10,918
30 Sep 19₹11,639
30 Sep 20₹11,594
30 Sep 21₹17,006

Sundaram Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Sundaram Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month 1.8%
3 Month 0.5%
6 Month 10.5%
1 Year 27.1%
3 Year 16%
5 Year 14.2%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Fund Manager information for Sundaram Equity Hybrid Fund
NameSinceTenure

Data below for Sundaram Equity Hybrid Fund as on 30 Nov 21

Asset Allocation
Asset ClassValue
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

6. Principal Hybrid Equity Fund

(Erstwhile Principal Balanced Fund)

Aims to generate long term capital appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.

Principal Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 14 Jan 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.3% since its launch.  Ranked 1 in Hybrid Equity category.  Return for 2021 was 25.4% , 2020 was 16.3% and 2019 was 2.1% .

Below is the key information for Principal Hybrid Equity Fund

Principal Hybrid Equity Fund
Growth
Launch Date 14 Jan 00
NAV (04 Oct 22) ₹113.144 ↑ 1.92   (1.72 %)
Net Assets (Cr) ₹3,106 on 31 Aug 22
Category Hybrid - Hybrid Equity
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.22
Sharpe Ratio 0.07
Information Ratio 0
Alpha Ratio -1.26
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹10,645
30 Sep 19₹10,550
30 Sep 20₹10,787
30 Sep 21₹15,881
30 Sep 22₹15,948

Principal Hybrid Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Principal Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month -0.2%
3 Month 9.3%
6 Month 0.2%
1 Year 0.4%
3 Year 16%
5 Year 9.7%
10 Year
15 Year
Since launch 11.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 25.4%
2020 16.3%
2019 2.1%
2018 -1.5%
2017 36.3%
2016 10.1%
2015 3.1%
2014 34.9%
2013 7.2%
2012 34.2%
Fund Manager information for Principal Hybrid Equity Fund
NameSinceTenure
Dwijendra Srivastava1 Jan 220.67 Yr.
Ravi Gopalakrishnan16 May 220.3 Yr.
S. Bharath1 Jan 220.67 Yr.
Sandeep Agarwal1 Jan 220.67 Yr.

Data below for Principal Hybrid Equity Fund as on 31 Aug 22

Asset Allocation
Asset ClassValue
Cash10.73%
Equity75.94%
Debt13.33%
Equity Sector Allocation
SectorValue
Financial Services28.54%
Consumer Defensive7.74%
Consumer Cyclical7.68%
Industrials6.84%
Technology6.74%
Health Care5.9%
Energy5.44%
Communication Services3.63%
Basic Materials2.58%
Utility0.48%
Real Estate0.36%
Debt Sector Allocation
SectorValue
Government9.97%
Corporate8.45%
Cash Equivalent5.64%
Credit Quality
RatingValue
AA1.53%
AAA98.16%
BBB0.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹200 Cr2,250,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
5%₹169 Cr640,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
5%₹160 Cr1,073,578
Infosys Ltd (Technology)
Equity, Since 30 Sep 17 | INFY
5%₹159 Cr1,066,958
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 15 | SUNPHARMA
3%₹103 Cr1,150,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 18 | BHARTIARTL
3%₹101 Cr1,391,966
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 18 | HDFC
3%₹101 Cr412,159
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT
3%₹83 Cr430,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN
2%₹77 Cr1,447,996
6.69% Govt Stock 2024
Sovereign Bonds | -
2%₹70 Cr7,000,000
↑ 2,000,000

7. HDFC Hybrid Equity Fund

(Erstwhile HDFC Premier Multi-Cap Fund and HDFC Balanced Fund)

To generate capital appreciation in the long term through equity investments by investing in a diversified portfolio of Mid Cap & Large Cap ‘blue chip’ companies.

HDFC Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 6 Apr 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 57 in Hybrid Equity category.  Return for 2021 was 25.7% , 2020 was 13.4% and 2019 was 7.5% .

Below is the key information for HDFC Hybrid Equity Fund

HDFC Hybrid Equity Fund
Growth
Launch Date 6 Apr 05
NAV (04 Oct 22) ₹81.592 ↑ 1.19   (1.49 %)
Net Assets (Cr) ₹18,909 on 31 Aug 22
Category Hybrid - Hybrid Equity
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 0.38
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹10,215
30 Sep 19₹10,927
30 Sep 20₹10,608
30 Sep 21₹16,009
30 Sep 22₹16,520

HDFC Hybrid Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for HDFC Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month -1.1%
3 Month 8.5%
6 Month 0%
1 Year 3.5%
3 Year 15.9%
5 Year 10.6%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 25.7%
2020 13.4%
2019 7.5%
2018 -2.8%
2017 27.5%
2016 9.7%
2015 3%
2014 51.5%
2013 8.8%
2012 26.6%
Fund Manager information for HDFC Hybrid Equity Fund
NameSinceTenure
Chirag Setalvad2 Apr 0715.43 Yr.
Priya Ranjan1 May 220.34 Yr.

Data below for HDFC Hybrid Equity Fund as on 31 Aug 22

Asset Allocation
Asset ClassValue
Cash7.55%
Equity74.17%
Debt18.29%
Equity Sector Allocation
SectorValue
Financial Services28.07%
Industrials14.18%
Technology7.22%
Energy6.72%
Consumer Defensive4.65%
Basic Materials2.86%
Communication Services2.66%
Utility2.54%
Health Care2.39%
Consumer Cyclical1.98%
Debt Sector Allocation
SectorValue
Government15.68%
Cash Equivalent7.55%
Corporate2.61%
Credit Quality
RatingValue
AA5.64%
AAA94.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | ICICIBANK
9%₹1,668 Cr18,800,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE
5%₹969 Cr3,675,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
5%₹877 Cr5,900,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 11 | LT
5%₹865 Cr4,500,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 15 | ITC
5%₹858 Cr26,767,500
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
4%₹840 Cr5,623,368
State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN
4%₹829 Cr15,597,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 16 | HDFC
4%₹734 Cr3,000,000
7.1% Govt Stock 2029
Sovereign Bonds | -
4%₹680 Cr68,000,000
↑ 36,000,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 17 | BEL
3%₹613 Cr20,000,000

8. Canara Robeco Equity Debt Allocation Fund

(Erstwhile Canara Robeco Balance)

To seek to generate long term capital appreciation and/or income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities). However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Equity Debt Allocation Fund is a Hybrid - Hybrid Equity fund was launched on 1 Feb 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.4% since its launch.  Ranked 14 in Hybrid Equity category.  Return for 2021 was 22.8% , 2020 was 19.7% and 2019 was 11.7% .

Below is the key information for Canara Robeco Equity Debt Allocation Fund

Canara Robeco Equity Debt Allocation Fund
Growth
Launch Date 1 Feb 93
NAV (04 Oct 22) ₹244.29 ↑ 3.76   (1.56 %)
Net Assets (Cr) ₹8,448 on 15 Sep 22
Category Hybrid - Hybrid Equity
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.92
Sharpe Ratio -0.16
Information Ratio 0.28
Alpha Ratio -3.73
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹10,542
30 Sep 19₹11,404
30 Sep 20₹12,344
30 Sep 21₹17,535
30 Sep 22₹17,260

Canara Robeco Equity Debt Allocation Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Canara Robeco Equity Debt Allocation Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month -1.1%
3 Month 8.1%
6 Month -1.3%
1 Year -1.3%
3 Year 15.8%
5 Year 11.6%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 22.8%
2020 19.7%
2019 11.7%
2018 1.3%
2017 25.2%
2016 3.6%
2015 6.1%
2014 45.7%
2013 4.1%
2012 26.4%
Fund Manager information for Canara Robeco Equity Debt Allocation Fund
NameSinceTenure
Avnish Jain7 Oct 138.91 Yr.
Shridatta Bhandwaldar5 Jul 166.16 Yr.
Ennette Fernandes1 Oct 210.92 Yr.

Data below for Canara Robeco Equity Debt Allocation Fund as on 15 Sep 22

Asset Allocation
Asset ClassValue
Cash9.66%
Equity72.14%
Debt18.2%
Equity Sector Allocation
SectorValue
Financial Services25.91%
Consumer Cyclical7.77%
Industrials7.62%
Technology6.67%
Basic Materials6.37%
Consumer Defensive4.78%
Health Care4.61%
Energy3.43%
Communication Services2.03%
Utility1.67%
Real Estate1.27%
Debt Sector Allocation
SectorValue
Government14.6%
Cash Equivalent7.63%
Corporate5.63%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 11 | ICICIBANK
7%₹587 Cr6,400,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
5%₹449 Cr2,950,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 21 | SBIN
4%₹343 Cr6,000,000
Infosys Ltd (Technology)
Equity, Since 31 May 10 | INFY
4%₹337 Cr2,350,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
3%₹290 Cr1,130,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹262 Cr3,320,000
5.63% Govt Stock 2026
Sovereign Bonds | -
2%₹191 Cr20,000,000
5.74% Govt Stock 2026
Sovereign Bonds | -
2%₹186 Cr19,500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
2%₹169 Cr2,150,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
2%₹160 Cr650,000

Tax Implications

All the mutual funds with an equity exposure of 65% or more on an average are treated as equity asset class for taxation purpose. So the short-term Capital Gains meaning the gains booked with one year of the equity-oriented balance are taxed at 15%. If these funds are held for a period more than 12 months, their long-term capital gains are taxed at 10% if the gains booked exceed Rs. 1 lakh (as per the latest budget of 2018).

For debt oriented Hybrid Funds tax is 20% with indexation benefit as any other debt instrument if holding is for 3 years or above. Short term is taxed at marginal rate of tax (as per tax slab).

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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