23/08/2026
📊 HYBRID MUTUAL FUNDS: KNOW THE 7 TYPES
Did you know that Hybrid Mutual Funds can combine equity and debt—or even multiple asset classes—to create different risk-return profiles?
Here are the 7 major categories you should know:
1️⃣ Conservative Hybrid – Mostly debt, with 10–25% equity
2️⃣ Balanced Hybrid – Equity & debt broadly balanced
3️⃣ Aggressive Hybrid – Mostly equity, with 65–80% equity
4️⃣ Dynamic Asset Allocation – Equity/debt allocation changes dynamically
5️⃣ Multi Asset Allocation – Diversification across 3 or more asset classes
6️⃣ Arbitrage Fund – Uses arbitrage opportunities between cash and futures markets
7️⃣ Equity Savings – Combines equity, arbitrage and debt
💡 The key takeaway:
There is no single “best” hybrid fund for everyone. The right category depends on your financial goals, investment horizon, risk appetite and need for stability vs. growth.
📌 Balanced Advantage Funds fall under the Dynamic Asset Allocation category, where the equity-debt mix can be adjusted dynamically.
Before investing, understand what the fund actually invests in—not just its past returns.
📞 Want to know which hybrid category may be suitable for your financial goals?
Connect with D.G.Associate for a personalised portfolio review and goal-based investment planning.
DEBANJAN GANGULY | ARN-173334
D.G.Associate – Together We Rise
