Fund Directory
Hybrid mutual funds
Hybrid funds hold a mix of equity and debt in varying proportions, aiming to balance growth and stability within a single scheme.
157 fundsDirect · GrowthNAV & 1/3/5Y returns
Full list
All hybrid funds
Listed alphabetically — a directory for navigation, not a ranking. Tap any fund for its full NAV, returns and details.
| Fund | Category | 1Y | 3Y | 5Y | NAV |
|---|---|---|---|---|---|
| 360 ONE Balanced Hybrid Fund 360 ONE Mutual Fund | Balanced Hybrid | +7.7% | — | — | ₹13.94 |
| 360 ONE Multi Asset Allocation Fund 360 ONE Mutual Fund | Multi Asset Allocation | — | — | — | ₹12.51 |
| Aditya Birla Sun Life Arbitrage Fund - Growth Aditya Birla Sun Life Mutual Fund | Arbitrage | +6.7% | +7.6% | +6.7% | ₹30.75 |
| Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +10.0% | +13.0% | +11.2% | ₹131.72 |
| Aditya Birla Sun Life Equity Hybrid'95 Fund Aditya Birla Sun Life Mutual Fund | Aggressive Hybrid | +5.4% | +11.7% | +9.8% | ₹1,775.71 |
| Aditya Birla Sun Life Multi Asset Allocation Fund Aditya Birla Sun Life Mutual Fund | Multi Asset Allocation | +17.8% | +17.1% | — | ₹17.98 |
| Alphagrep Multi Asset Allocation Fund AlphaGrep Mutual Fund | Multi Asset Allocation | — | — | — | ₹10.14 |
| Axis Aggressive Hybrid Fund Axis Mutual Fund | Aggressive Hybrid | +5.8% | +10.9% | +8.8% | ₹23.45 |
| Axis Arbitrage Fund Axis Mutual Fund | Arbitrage | +6.7% | +7.5% | +6.8% | ₹21.8 |
| Axis Balanced Advantage Fund Axis Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +6.4% | +13.2% | +11.0% | ₹24.58 |
| Axis Conservative Hybrid Fund Axis Mutual Fund | Conservative Hybrid | — | — | — | ₹36.44 |
| Axis Multi Asset Allocation Fund Axis Mutual Fund | Multi Asset Allocation | — | — | — | ₹53.68 |
| Bajaj Finserv Arbitrage Fund Bajaj Finserv Mutual Fund | Arbitrage | +6.6% | — | — | ₹12.19 |
| Bajaj Finserv Balanced Advantage Fund Bajaj Finserv Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +8.7% | — | — | ₹12.4 |
| Bajaj Finserv Multi Asset Allocation Fund Bajaj Finserv Mutual Fund | Multi Asset Allocation | +16.3% | — | — | ₹12.86 |
| Bandhan Aggressive Hybrid Fund Bandhan Mutual Fund | Aggressive Hybrid | +12.1% | +16.0% | +13.1% | ₹32.57 |
| BANDHAN Arbitrage Fund Bandhan Mutual Fund | Arbitrage | +6.5% | +7.5% | +6.7% | ₹37.61 |
| BANDHAN Balanced Advantage Fund Bandhan Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +7.6% | +11.1% | +9.1% | ₹29.88 |
| BANDHAN Conservative Hybrid Fund Bandhan Mutual Fund | Conservative Hybrid | +5.6% | +8.0% | +6.5% | ₹37.64 |
| Bandhan Multi Asset Allocation Fund Bandhan Mutual Fund | Multi Asset Allocation | +18.6% | — | — | ₹14.97 |
| BANK OF INDIA Arbitrage Fund Bank of India Mutual Fund | Arbitrage | +6.2% | +6.9% | +5.8% | ₹15.37 |
| Bank of India Balanced Advantage Fund Bank of India Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +9.5% | +10.6% | +11.5% | ₹29.01 |
| Bank of India Mid & Small Cap Equity & Debt Fund Bank of India Mutual Fund | Aggressive Hybrid | +14.4% | +18.7% | +15.5% | ₹46.93 |
| Bank of India Multi Asset Allocation Fund Bank of India Mutual Fund | Multi Asset Allocation | +14.9% | — | — | ₹13.18 |
| Baroda BNP Paribas Aggressive Hybrid Fund Baroda BNP Paribas Mutual Fund | Aggressive Hybrid | +4.8% | +12.7% | — | ₹33.04 |
| Baroda BNP Paribas Arbitrage Fund Baroda BNP Paribas Mutual Fund | Arbitrage | +6.4% | +7.4% | — | ₹18.16 |
| Baroda BNP Paribas Balanced Advantage Fund Baroda BNP Paribas Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +9.3% | +13.4% | +12.5% | ₹28.88 |
| BARODA BNP PARIBAS Conservative Hybrid Fund Baroda BNP Paribas Mutual Fund | Conservative Hybrid | +6.4% | +9.2% | — | ₹57.91 |
| Baroda BNP Paribas Multi Asset Fund Baroda BNP Paribas Mutual Fund | Multi Asset Allocation | +12.7% | +16.3% | — | ₹17.31 |
| Canara Robeco Balanced Advantage Fund Canara Robeco Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +4.0% | — | — | ₹10.71 |
| Canara Robeco Conservative Hybrid Fund Canara Robeco Mutual Fund | Conservative Hybrid | +4.4% | +8.5% | +7.8% | ₹116.43 |
| Canara Robeco Equity Hybrid Fund Canara Robeco Mutual Fund | Aggressive Hybrid | +6.6% | +12.6% | +11.2% | ₹429.49 |
| Canara Robeco Multi Asset Allocation Fund Canara Robeco Mutual Fund | Multi Asset Allocation | +13.3% | — | — | ₹11.5 |
| Capitalmind Arbitrage Fund Capitalmind Mutual Fund | Arbitrage | — | — | — | ₹10.24 |
| Capitalmind Multi Asset Allocation Fund Capitalmind Mutual Fund | Multi Asset Allocation | — | — | — | ₹10.16 |
| DSP Aggressive Hybrid Fund DSP Mutual Fund | Aggressive Hybrid | +1.1% | +12.1% | +10.3% | ₹402.2 |
| DSP Arbitrage Fund DSP Mutual Fund | Arbitrage | +6.6% | +7.4% | +6.6% | ₹16.77 |
| DSP Dynamic Asset Allocation Fund DSP Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +6.8% | +11.7% | +9.5% | ₹33.62 |
| DSP Multi Asset Allocation Fund DSP Mutual Fund | Multi Asset Allocation | +21.1% | — | — | ₹16.99 |
| Edelweiss Aggressive Hybrid Fund Edelweiss Mutual Fund | Aggressive Hybrid | +7.0% | +15.1% | +14.9% | ₹77.4 |
| Edelweiss Arbitrage Fund Edelweiss Mutual Fund | Arbitrage | +6.7% | +7.6% | +6.8% | ₹22.33 |
| Edelweiss Balanced Advantage Fund Edelweiss Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +9.0% | +11.8% | +10.7% | ₹61.96 |
| Edelweiss Multi Asset Allocation Fund Edelweiss Mutual Fund | Multi Asset Allocation | +6.7% | +7.8% | — | ₹12.62 |
| Franklin India Aggressive Hybrid Fund Franklin Templeton Mutual Fund | Aggressive Hybrid | +2.7% | +11.8% | +11.0% | ₹314.08 |
| Franklin India Arbitrage Fund Franklin Templeton Mutual Fund | Arbitrage | +7.0% | — | — | ₹11.25 |
| Franklin India Balanced Advantage Fund- Growth Franklin Templeton Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +4.1% | +11.4% | — | ₹15.58 |
| Franklin India Conservative Hybrid Fund Franklin Templeton Mutual Fund | Conservative Hybrid | +3.3% | +8.4% | +7.7% | ₹103 |
| Franklin India Multi Asset Allocation Fund Franklin Templeton Mutual Fund | Multi Asset Allocation | +14.1% | — | — | ₹11.4 |
| Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) Groww Mutual Fund | Aggressive Hybrid | +2.7% | +10.6% | +10.1% | ₹23.61 |
| Groww Arbitrage Fund Groww Mutual Fund | Arbitrage | — | — | — | ₹10.18 |
| Groww Multi Asset Allocation Fund Groww Mutual Fund | Multi Asset Allocation | — | — | — | ₹10.52 |
| HDFC Arbitrage Fund HDFC Mutual Fund | Arbitrage | +6.6% | +7.4% | +6.6% | ₹21.63 |
| HDFC Balanced Advantage Fund - Growth Plan HDFC Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +4.4% | +13.8% | +15.6% | ₹578.3 |
| HDFC Hybrid Debt Fund - Growth Option HDFC Mutual Fund | Conservative Hybrid | +3.7% | +8.3% | +8.5% | ₹90.4 |
| HDFC Hybrid Equity Fund - Growth Option HDFC Mutual Fund | Aggressive Hybrid | -0.6% | +8.0% | +9.6% | ₹126.42 |
| HDFC Multi-Asset Fund - Growth Option HDFC Mutual Fund | Multi Asset Allocation | +7.9% | +13.2% | +12.1% | ₹85.75 |
| Helios Arbitrage Fund Helios Mutual Fund | Arbitrage | — | — | — | ₹10.24 |
| Helios Balanced Advantage Fund Helios Mutual Fund | Balanced Advantage Fund/ Dynamic Asset Allocation | +6.1% | — | — | ₹12.01 |
| HSBC Aggressive Hybrid Fund HSBC Mutual Fund | Aggressive Hybrid | +8.1% | +14.5% | — | ₹68.17 |
| HSBC Arbitrage Fund HSBC Mutual Fund | Arbitrage | +6.6% | +7.4% | — | ₹21.79 |
| HSBC Balanced Advantage Fund HSBC Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +4.4% | +10.8% | — | ₹52.47 |
| HSBC Conservative Hybrid Fund HSBC Mutual Fund | Conservative Hybrid | +4.6% | +10.0% | +8.5% | ₹72.31 |
| HSBC Multi Asset Allocation Fund HSBC Mutual Fund | Multi Asset Allocation | +17.6% | — | — | ₹14.42 |
| ICICI Prudential Arbitrage Fund ICICI Prudential Mutual Fund | Arbitrage | +6.6% | +7.5% | +6.7% | ₹39.46 |
| ICICI Prudential Balanced Advantage Fund ICICI Prudential Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +9.6% | +12.9% | +11.9% | ₹89.95 |
| ICICI Prudential Balanced Hybrid Fund ICICI Prudential Mutual Fund | Balanced Hybrid | — | — | — | ₹10.22 |
| ICICI Prudential Equity & Debt Fund ICICI Prudential Mutual Fund | Aggressive Hybrid | +6.7% | +15.4% | +16.5% | ₹459.17 |
| ICICI Prudential Multi-Asset Fund ICICI Prudential Mutual Fund | Multi Asset Allocation | +10.4% | +16.0% | +17.6% | ₹911.85 |
| Invesco India Aggressive Hybrid Fund Invesco Mutual Fund | Aggressive Hybrid | -2.1% | +12.7% | +10.8% | ₹24.51 |
| Invesco India Arbitrage Fund Invesco Mutual Fund | Arbitrage | +6.8% | +7.6% | +7.0% | ₹37.07 |
| Invesco India Balanced Advantage Fund Invesco Mutual Fund | Balanced Advantage Fund/ Dynamic Asset Allocation | +1.1% | +10.4% | +9.5% | ₹64.02 |
| Invesco India Multi Asset Allocation Fund Invesco Mutual Fund | Multi Asset Allocation | +17.9% | — | — | ₹12.86 |
| ITI Arbitrage Fund ITI Mutual Fund | Arbitrage | +6.6% | +7.4% | +6.1% | ₹14.51 |
| ITI Balanced Advantage Fund ITI Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +3.2% | +10.5% | +8.9% | ₹16.45 |
| JioBlackRock Arbitrage Fund Jio BlackRock Mutual Fund | Arbitrage | — | — | — | ₹10.45 |
| JM Aggressive Hybrid Fund (Direct) - Growth Option JM Financial Mutual Fund | Aggressive Hybrid | +3.9% | +15.1% | +14.7% | ₹141.3 |
| JM Arbitrage Fund (Direct) - Growth Option JM Financial Mutual Fund | Arbitrage | +6.4% | +7.1% | +6.3% | ₹37.19 |
| JM Multi Asset Allocation Fund (Direct) - Growth Option JM Financial Mutual Fund | Multi Asset Allocation | — | — | — | ₹10.35 |
| Kotak Aggressive Hybrid Fund Kotak Mahindra Mutual Fund | Aggressive Hybrid | +8.6% | +14.8% | +13.7% | ₹79 |
| Kotak Arbitrage Fund Kotak Mahindra Mutual Fund | Arbitrage | — | — | — | ₹43 |
| Kotak Balanced Advantage Fund Kotak Mahindra Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +6.3% | +10.9% | +10.2% | ₹23.46 |
| Kotak Debt Hybrid - Growth Kotak Mahindra Mutual Fund | Conservative Hybrid | +4.8% | +9.6% | +9.4% | ₹70.48 |
| Kotak Multi Asset Allocation Fund Kotak Mahindra Mutual Fund | Multi Asset Allocation | +24.4% | — | — | ₹16.87 |
| LIC MF Aggressive Hybrid Fund LIC Mutual Fund | Aggressive Hybrid | +5.4% | +12.1% | +9.9% | ₹232.46 |
| LIC MF Arbitrage Fund LIC Mutual Fund | Arbitrage | +6.6% | +7.2% | +6.5% | ₹15.49 |
| LIC MF Balanced Advantage Fund LIC Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +4.3% | +9.1% | — | ₹15.05 |
| LIC MF Conservative Hybrid Fund LIC Mutual Fund | Conservative Hybrid | +5.4% | +7.2% | +6.3% | ₹95.39 |
| LIC MF Multi Asset Allocation Fund LIC Mutual Fund | Multi Asset Allocation | +12.3% | — | — | ₹12.62 |
| Mahindra Manulife Aggressive Hybrid Fund Mahindra Manulife Mutual Fund | Aggressive Hybrid | +2.9% | +13.8% | +13.4% | ₹30.87 |
| Mahindra Manulife Arbitrage Fund Mahindra Manulife Mutual Fund | Arbitrage | +6.3% | +6.5% | +5.8% | ₹13.71 |
| Mahindra Manulife Balanced Advantage Fund Mahindra Manulife Mutual Fund | Balanced Advantage Fund/ Dynamic Asset Allocation | +6.9% | +12.6% | — | ₹16.28 |
| Mahindra Manulife Multi Asset Allocation Fund Mahindra Manulife Mutual Fund | Multi Asset Allocation | +18.6% | — | — | ₹14.5 |
| Mirae Asset Aggressive Hybrid Fund Mirae Asset Mutual Fund | Aggressive Hybrid | +7.3% | +12.4% | +11.3% | ₹39.94 |
| Mirae Asset Arbitrage Fund Mirae Asset Mutual Fund | Arbitrage | +6.7% | +7.5% | +6.7% | ₹14.5 |
| Mirae Asset Balanced Advantage Fund Mirae Asset Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +7.3% | +11.4% | — | ₹15.67 |
| Mirae Asset Multi Asset Allocation Fund Mirae Asset Mutual Fund | Multi Asset Allocation | +15.0% | — | — | ₹14.23 |
| Motilal Oswal Arbitrage Fund Motilal Oswal Mutual Fund | Arbitrage | +7.0% | — | — | ₹11.21 |
| Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) Motilal Oswal Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +1.5% | +4.2% | +6.2% | ₹21.92 |
| Navi Aggressive Hybrid Fund Navi Mutual Fund | Aggressive Hybrid | +13.2% | +13.4% | +12.9% | ₹26.09 |
| Nippon India Aggressive Hybrid Fund Nippon India Mutual Fund | Aggressive Hybrid | +5.9% | +12.5% | +12.4% | ₹123.71 |
| Nippon India Arbitrage Fund Nippon India Mutual Fund | Arbitrage | +6.7% | +7.5% | +6.7% | ₹30.78 |
| Nippon India Balanced Advantage Fund Nippon India Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +7.5% | +12.1% | +10.7% | ₹212.89 |
| Nippon India Conservative Hybrid Fund Nippon India Mutual Fund | Conservative Hybrid | +8.2% | +9.0% | +8.7% | ₹69.33 |
| Nippon India Multi Asset Allocation Fund Nippon India Mutual Fund | Multi Asset Allocation | +18.3% | +20.1% | +16.6% | ₹27.39 |
| NJ Arbitrage Fund NJ Mutual Fund | Arbitrage | +6.4% | +7.0% | — | ₹13.08 |
| NJ Balanced Advantage Fund NJ Mutual Fund | Balanced Advantage Fund/ Dynamic Asset Allocation | +3.9% | +10.2% | — | ₹14.77 |
| Old Bridge Arbitrage Fund Old Bridge Mutual Fund | Arbitrage | — | — | — | ₹10.48 |
| Parag Parikh Arbitrage Fund PPFAS Mutual Fund | Arbitrage | +6.5% | — | — | ₹12.08 |
| Parag Parikh Conservative Hybrid Fund PPFAS Mutual Fund | Conservative Hybrid | +5.8% | +10.8% | +10.0% | ₹16.21 |
| Parag Parikh Dynamic Asset Allocation Fund PPFAS Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +4.4% | — | — | ₹11.89 |
| PGIM India Aggressive Hybrid Equity Fund PGIM India Mutual Fund | Aggressive Hybrid | +2.5% | +10.0% | +8.4% | ₹158.94 |
| PGIM India Arbitrage Fund PGIM India Mutual Fund | Arbitrage | +6.4% | +7.2% | +6.4% | ₹21 |
| PGIM India Balanced Advantage Fund PGIM India Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +2.4% | +8.4% | +8.7% | ₹16.87 |
| PGIM India Multi Asset Allocation Fund PGIM India Mutual Fund | Multi Asset Allocation | — | — | — | ₹10.76 |
| quant Aggressive Hybrid Fund-Growth Option quant Mutual Fund | Aggressive Hybrid | +16.1% | +15.1% | +13.9% | ₹523.45 |
| quant Arbitrage Fund - Growth Option quant Mutual Fund | Arbitrage | +7.7% | — | — | ₹11.02 |
| quant Dynamic Asset Allocation Fund - Growth Option quant Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +2.7% | +15.5% | — | ₹17.37 |
| quant Multi Asset Allocation Fund-GROWTH OPTION quant Mutual Fund | Multi Asset Allocation | — | — | — | ₹184.17 |
| Quantum Multi Asset Allocation Fund Quantum Mutual Fund | Multi Asset Allocation | +7.0% | — | — | ₹12.47 |
| Samco Arbitrage Fund Samco Mutual Fund | Arbitrage | +5.2% | — | — | ₹10.91 |
| Samco Dynamic Asset Allocation Fund Samco Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | -0.5% | — | — | ₹10.68 |
| Samco Multi Asset Allocation Fund Samco Mutual Fund | Multi Asset Allocation | +6.0% | — | — | ₹12.52 |
| SBI Balanced Advantage Fund SBI Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +6.4% | +11.3% | — | ₹16.82 |
| SBI Conservative Hybrid Fund SBI Mutual Fund | Conservative Hybrid | +6.5% | +9.1% | +9.2% | ₹84.46 |
| SBI Equity Hybrid Fund SBI Mutual Fund | Aggressive Hybrid | +7.8% | +13.6% | +11.5% | ₹355.68 |
| SBI Multi Asset Allocation Fund SBI Mutual Fund | Multi Asset Allocation | +15.1% | +16.6% | +14.3% | ₹75.47 |
| Shriram Aggressive Hybrid Fund Shriram Mutual Fund | Aggressive Hybrid | +6.2% | +11.4% | +9.9% | ₹37.86 |
| Shriram Balanced Advantage Fund Shriram Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +3.5% | +8.3% | +8.1% | ₹19.25 |
| Shriram Multi Asset Allocation Fund Shriram Mutual Fund | Multi Asset Allocation | +13.7% | — | — | ₹14.1 |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Sundaram Mutual Fund | Aggressive Hybrid | +2.8% | +10.9% | — | ₹188.61 |
| Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) Sundaram Mutual Fund | Arbitrage | +6.8% | +7.4% | — | ₹16.36 |
| Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) Sundaram Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +3.8% | +10.0% | — | ₹42.58 |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Sundaram Mutual Fund | Conservative Hybrid | — | — | — | ₹33.01 |
| Sundaram Multi Asset Allocation Fund Sundaram Mutual Fund | Multi Asset Allocation | +11.8% | — | — | ₹13.98 |
| Tata Aggressive Hybrid Fund Tata Mutual Fund | Aggressive Hybrid | +4.6% | +9.8% | +10.1% | ₹506.19 |
| Tata Arbitrage Fund Tata Mutual Fund | Arbitrage | +6.8% | +7.6% | +6.8% | ₹16.24 |
| Tata Balanced Advantage Fund Tata Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +6.4% | +10.1% | +10.3% | ₹23.93 |
| Tata Multi Asset Allocation Fund Tata Mutual Fund | Multi Asset Allocation | +11.8% | +14.9% | +13.8% | ₹28.65 |
| The Wealth Company Arbitrage Fund The Wealth Company Mutual Fund | Arbitrage | — | — | — | ₹10.53 |
| The Wealth Company Balanced Advantage Fund The Wealth Company Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | — | — | — | ₹10.18 |
| The Wealth Company Multi Asset Allocation Fund The Wealth Company Mutual Fund | Multi Asset Allocation | — | — | — | ₹10.99 |
| TRUSTMF Arbitrage Fund Trust Mutual Fund | Arbitrage | — | — | — | ₹10.61 |
| Unifi Dynamic Asset Allocation Fund Unifi Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +8.2% | — | — | ₹11.2 |
| Union Aggressive Hybrid Fund Union Mutual Fund | Aggressive Hybrid | +6.4% | +12.0% | +10.6% | ₹20.04 |
| Union Arbitrage Fund Union Mutual Fund | Arbitrage | +6.5% | +7.3% | +6.5% | ₹15.56 |
| Union Balanced Advantage Fund Union Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +4.6% | +9.5% | +8.7% | ₹22.66 |
| Union Multi Asset Allocation Fund Union Mutual Fund | Multi Asset Allocation | +17.0% | — | — | ₹12.58 |
| UTI Aggressive Hybrid Fund UTI Mutual Fund | Aggressive Hybrid | +4.6% | +12.6% | +12.5% | ₹448.15 |
| UTI Arbitrage Fund UTI Mutual Fund | Arbitrage | +6.6% | +7.5% | +6.6% | ₹40 |
| UTI Balanced Advantage Fund UTI Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +3.2% | +10.1% | — | ₹13.26 |
| UTI Conservative Hybrid Fund UTI Mutual Fund | Conservative Hybrid | +3.6% | +8.7% | +8.6% | ₹77.72 |
| UTI Multi Asset Allocation Fund UTI Mutual Fund | Multi Asset Allocation | +10.4% | +17.5% | +14.6% | ₹90.23 |
| WhiteOak Capital Aggressive Hybrid Fund WhiteOak Capital Mutual Fund | Aggressive Hybrid | — | — | — | ₹10.47 |
| WhiteOak Capital Arbitrage Fund WhiteOak Capital Mutual Fund | Arbitrage | +7.1% | — | — | ₹11.44 |
| WhiteOak Capital Balanced Advantage Fund WhiteOak Capital Mutual Fund | Dynamic Asset Allocation or Balanced Advantage | +6.6% | +13.0% | — | ₹15.8 |
| WhiteOak Capital Balanced Hybrid Fund WhiteOak Capital Mutual Fund | Balanced Hybrid | +7.0% | — | — | ₹14.02 |
| WhiteOak Capital Multi Asset Allocation Fund WhiteOak Capital Mutual Fund | Multi Asset Allocation | +14.7% | +17.3% | — | ₹16.74 |
Understand the category
What to look at in Hybrid funds
Hybrid funds hold a combination of equity and debt — and sometimes gold or other assets — inside a single scheme, pairing the growth potential of shares with the relatively steadier behaviour of bonds. SEBI defines several sub-types, including conservative hybrid, balanced advantage, aggressive hybrid and multi-asset allocation, which differ mainly in how much they put into equity. Their risk and return characteristics therefore usually fall between those of a pure equity fund and a pure debt fund.
- Equity-debt allocation
- The split between equity and debt is the main driver of a hybrid fund's behaviour, and it varies widely from one sub-category to the next.
- Rebalancing approach
- Some hybrids, such as balanced advantage funds, shift their allocation dynamically with market levels, while others hold to a fixed mix.
- Underlying risks
- Holding both asset types means carrying both equity-market risk and the interest-rate and credit risks attached to the debt portion.
- Fit with the goal
- Which sub-category suits an investor depends on their own time frame and tolerance for fluctuation, which a distributor or adviser can help map out.
These are neutral factors investors commonly weigh — not a ranking, a rating or a recommendation. Which of them matter most depends on your own goals, time frame, tax situation and comfort with fluctuation. GFS is an AMFI-registered mutual fund distributor and can help you work through them; you may also consult a SEBI-registered investment adviser.
Hybrid funds — common questions
GFS tracks 157 hybrid schemes (direct plans, growth option) in its fund directory, each listed with its latest published NAV and 1-, 3- and 5-year returns. Of these, 103 have a three-year record, and the median three-year return across that set is +10.8%, measured as of each scheme's latest NAV date. That is a factual midpoint of the group — half sit above it and half below — not a ranking, a rating or a recommendation. Past performance is not indicative of future results.
The 1-, 3- and 5-year figures are compound annual growth rates (CAGR) computed from each scheme's reconciled daily NAV history for its direct plan, annualised as of the official AMFI current NAV date. Scheme membership, identity and current NAV/date come directly from AMFI; the mfapi community mirror supplies historical observations only after identity, continuity and exact-anchor checks. They are point-to-point figures and do not account for exit loads or an investor's own taxes. Past performance is not indicative of future results.
Hybrid funds typically sit between equity and debt on the risk spectrum: the equity portion adds fluctuation while the debt portion tends to cushion it. The actual level depends on the sub-category — an aggressive hybrid behaves far more like an equity fund than a conservative hybrid does. Every mutual fund carries market risk, and scheme-related documents set out the specific risks of each fund. Past performance is not indicative of future results.
There is no single answer that fits every investor, and this directory does not rank or rate schemes. The factors people commonly examine are equity-debt allocation, rebalancing approach, underlying risks and fit with the goal. Because suitability depends on your own goals, time frame, tax situation and comfort with fluctuation, these are usually weighed against your overall financial plan rather than in isolation. GFS is an AMFI-registered mutual fund distributor and can help you work through them; you may also consult a SEBI-registered investment adviser.
Current membership, identity, NAV and date come directly from AMFI. Direct-plan CAGR uses mfapi historical NAV only after reconciliation to the exact AMFI current anchor; untrusted or insufficient history is unavailable. Past performance is not indicative of future results. Gayatri Financial Synergy is an AMFI-registered Mutual Fund Distributor (ARN-169480), held by Roohani Bangia, not a SEBI-registered Investment Adviser. GFS distributes Regular Plans and may earn commission on them; analytics tools use Direct-Growth facts and do not accept transactions. Content here is for information only and is not investment advice. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
Invest in hybrid funds that fit your goals
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