Best Hybrid Funds

Hybrid or Balanced ULIP funds, as the name suggests itself, are funds that are balanced as they offer the benefit of both equity as well as debt funds. Hybrid funds hold a blend of stocks and bonds and hence, provide a balanced risk reward and maximum returns on investments. Hybrid funds are equity oriented and hold around 40% to 60% in the portfolio.

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6.7 Crore
Registered Consumers
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Insurance Partners
3.4 Crore
Policies Sold
Large Cap
Mid Cap
Balanced
Debt
Fund Details
Fund Size
NAV
5 Year
7 Year
10 Year
Top 200 Fund
Fund Size: 1,663 Cr
1,663 Cr
153.69 -0.15%
27.01% Highest Returns
21.57%
20.76%
Get Details
Virtue II
Fund Size: 2,894 Cr
2,894 Cr
67.01 -0.36%
22.83% Highest Returns
18.67%
18.66%
Get Details
Pure Equity
Fund Size: 2,337 Cr
2,337 Cr
69.86 -0.37%
19.4% Highest Returns
15.57%
17.94%
Get Details
Growth Opportunities Plus Fund
Fund Size: 961 Cr
961 Cr
65.68 -0.16%
18.65% Highest Returns
16.03%
17.15%
Get Details
Pure Stock Fund
Fund Size: 6,464 Cr
6,464 Cr
138.5 -0.32%
17.41% Highest Returns
14.78%
16.85%
Get Details
Super Select Equity Fund
Fund Size: 1,245 Cr
1,245 Cr
70.36 -0.56%
17.02% Highest Returns
14.04%
16.63%
Get Details
Large Cap Equity Fund
Fund Size: 2,544 Cr
2,544 Cr
65.77 0.15%
20.44% Highest Returns
17.97%
16.55%
Get Details
Frontline Equity Fund
Fund Size: 3,212 Cr
3,212 Cr
60.72 -0.18%
18.19% Highest Returns
15.31%
16.23%
Get Details
Grow Money Plus Fund
Fund Size: 425 Cr
425 Cr
62.1 -0.19%
17.35% Highest Returns
15.65%
16.22%
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Whole Life Aggressive Growth Fund
Fund Size: 755 Cr
755 Cr
80.97 0.03%
17.92% Highest Returns
15.7%
15.89%
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Build India Fund
Fund Size: 39 Cr
39 Cr
55.72 -0.13%
16.28% Highest Returns
14.7%
15.84%
Get Details
Equity Top 250 Fund
Fund Size: 551 Cr
551 Cr
53.6 -0.27%
15.62% Highest Returns
12.75%
15.02%
Get Details
Top 50 Fund
Fund Size: 274 Cr
274 Cr
86.27 0.10%
17.69% Highest Returns
16.06%
14.99%
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Accelerator Fund
Fund Size: 230 Cr
230 Cr
43.22 -0.01%
17.9% Highest Returns
15.36%
14.69%
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Equity Growth Fund II
Fund Size: 4,836 Cr
4,836 Cr
65.96 -0.09%
14.63% Highest Returns
13.48%
14.56%
Get Details
Future Apex Fund
Fund Size: 83 Cr
83 Cr
50.64 -0.15%
17.88% Highest Returns
14.87%
14.53%
Get Details
Blue Chip Fund
Fund Size: 8,677 Cr
8,677 Cr
45.6 -0.11%
14.55% Highest Returns
13.39%
14.23%
Get Details
Maximiser
Fund Size: 2,892 Cr
2,892 Cr
61.83 -0.36%
15.66% Highest Returns
13.76%
14.12%
Get Details
Growth Super Fund
Fund Size: 13,759 Cr
13,759 Cr
72.85 -0.23%
15.04% Highest Returns
14.08%
14.01%
Get Details
Multi Cap Growth Fund
Fund Size: 19,028 Cr
19,028 Cr
48.03 -0.21%
13.61% Highest Returns
10.62%
13.57%
Get Details
Value & Momentum
Fund Size: 664 Cr
664 Cr
43.59 -0.30%
15.44% Highest Returns
9.28%
13.55%
Get Details
Enhancer Fund-II
Fund Size: 898 Cr
898 Cr
50.99 -0.10%
14.44% Highest Returns
13.07%
13.54%
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Equity Fund
Fund Size: 66,368 Cr
66,368 Cr
182.78 -0.58%
14.63% Highest Returns
13.09%
13.5%
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Equity Large Cap Fund
Fund Size: 493 Cr
493 Cr
51.3 -0.09%
13.78% Highest Returns
11.9%
13.29%
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Super 20
Fund Size: 1,956 Cr
1,956 Cr
59.23 -0.33%
14.88% Highest Returns
13.7%
13.22%
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Bluechip Equity Fund
Fund Size: 1,074 Cr
1,074 Cr
40.8 -0.10%
15.95% Highest Returns
14.41%
13.18%
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Future Opportunity Fund
Fund Size: 71 Cr
71 Cr
39.01 -0.11%
16.37% Highest Returns
13.64%
13.17%
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Magnifier
Fund Size: 1,261 Cr
1,261 Cr
112.76 -0.62%
13.99% Highest Returns
12.34%
13.06%
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Bluechip Fund
Fund Size: 4,456 Cr
4,456 Cr
41.54 -0.09%
14.06% Highest Returns
12.38%
13.06%
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Maximiser Fund V
Fund Size: 55,624 Cr
55,624 Cr
48.67 -0.15%
14.56% Highest Returns
12.38%
12.64%
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Future Maximize Fund
Fund Size: 89 Cr
89 Cr
49.65 -0.11%
14.62% Highest Returns
12.27%
12.18%
Get Details
Equity II Fund
Fund Size: 3,400 Cr
3,400 Cr
37.57 -0.08%
12.31% Highest Returns
10.82%
11.69%
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Growth Plus Fund
Fund Size: 552 Cr
552 Cr
33.04 -0.05%
12.36% Highest Returns
10.62%
11.56%
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Blue-Chip Equity Fund
Fund Size: 1,081 Cr
1,081 Cr
32.13 -0.05%
12.22% Highest Returns
11.51%
11.45%
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Growth Fund
Fund Size: 8,706 Cr
8,706 Cr
97.75 -0.13%
11.02% Highest Returns
9.94%
10.47%
Get Details
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Fund Details
Fund Size
NAV
5 Year
7 Year
10 Year
Whole Life Mid Cap Equity Fund
Fund Size: 11,380 Cr
11,380 Cr
131.37 -0.18%
23.2% Highest Returns
17.19%
21.58%
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Midcap Fund
Fund Size: 1,340 Cr
1,340 Cr
84.21 -0.42%
23.17% Highest Returns
16.28%
19.65%
Get Details
High Growth Fund
Fund Size: 5,651 Cr
5,651 Cr
96.85 -1.08%
26.75% Highest Returns
20.68%
19.47%
Get Details
Multiplier
Fund Size: 4,058 Cr
4,058 Cr
85.95 -0.33%
19.28% Highest Returns
15.25%
19.28% Highest Returns
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Accelerator Mid-Cap Fund II
Fund Size: 5,938 Cr
5,938 Cr
76.91 -0.31%
18.51%
14.42%
18.52% Highest Returns
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Opportunities Fund
Fund Size: 35,583 Cr
35,583 Cr
67.26 -0.49%
18.81% Highest Returns
14.15%
18.1%
Get Details
Classic Opportunities Fund
Fund Size: 12,743 Cr
12,743 Cr
61.44 -0.24%
16.67% Highest Returns
13.76%
15.69%
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Opportunity Fund
Fund Size: 2,999 Cr
2,999 Cr
51.89 -0.19%
15.73% Highest Returns
13.51%
14.59%
Get Details
Flexi Cap
Fund Size: 1,350 Cr
1,350 Cr
49.04 -0.08%
16.42% Highest Returns
14.04%
14.47%
Get Details
Save N Grow Money Fund
Fund Size: 67 Cr
67 Cr
54.37 -0.06%
10.77%
10.26%
11.21% Highest Returns
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Fund Details
Fund Size
NAV
5 Year
7 Year
10 Year
Whole Life Stable Growth Fund
Fund Size: 241 Cr
241 Cr
55.5 0.03%
14.47% Highest Returns
12.6%
12.81%
Get Details
Balanced Fund
Fund Size: 344 Cr
344 Cr
43.03 -0.07%
12.53% Highest Returns
11.01%
12.17%
Get Details
Creator
Fund Size: 523 Cr
523 Cr
92.16 -0.28%
10.83%
9.9%
11.04% Highest Returns
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Balancer II
Fund Size: 836 Cr
836 Cr
36.15 -0.04%
11.91% Highest Returns
10.59%
11.02%
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Stable Fund
Fund Size: 21 Cr
21 Cr
31.95 -0.02%
11.77% Highest Returns
10.9%
10.81%
Get Details
Multi Cap Balanced Fund
Fund Size: 2,107 Cr
2,107 Cr
37.89 -0.09%
10.63%
8.95%
10.75% Highest Returns
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Managed Fund
Fund Size: 41 Cr
41 Cr
34.67 -0.06%
9.54%
8.76%
10.39% Highest Returns
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Balanced Plus Fund
Fund Size: 2,129 Cr
2,129 Cr
29.53 -0.03%
10.27% Highest Returns
8.88%
9.81%
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Future Balance Fund
Fund Size: 70 Cr
70 Cr
36.35 -0.05%
10.33% Highest Returns
9.13%
9.6%
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Balanced Fund-II
Fund Size: 141 Cr
141 Cr
32.83 -0.02%
9.63% Highest Returns
8.54%
9.47%
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Enhancer
Fund Size: 6,003 Cr
6,003 Cr
98.01 -0.18%
8.72%
7.98%
9% Highest Returns
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Cautious Asset Allocator Fund
Fund Size: 36 Cr
36 Cr
31.54 -0.03%
6.81%
6.38%
7.5% Highest Returns
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Fund Details
Fund Size
NAV
5 Year
7 Year
10 Year
Pure Fund
Fund Size: 487 Cr
487 Cr
46.68 -0.34%
16.57% Highest Returns
13.04%
16.12%
Get Details
Builder
Fund Size: 243 Cr
243 Cr
84.35 -0.09%
8.16%
7.75%
9.18% Highest Returns
Get Details
Whole Life Income Fund
Fund Size: 777 Cr
777 Cr
36.29 0.02%
7.26%
7.04%
8.29% Highest Returns
Get Details
Protector
Fund Size: 305 Cr
305 Cr
60.81 -0.03%
7.06%
6.82%
8.07% Highest Returns
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Debt Fund
Fund Size: 466 Cr
466 Cr
34.38 0.02%
7.46%
6.88%
8.05% Highest Returns
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Dynamic Gilt Fund
Fund Size: 202 Cr
202 Cr
42.65 0.04%
6.54%
6.53%
8.04% Highest Returns
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Income Advantage
Fund Size: 832 Cr
832 Cr
37.54 0.02%
7.08%
6.85%
7.87% Highest Returns
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Steady Money Fund
Fund Size: 75 Cr
75 Cr
36.62 0.02%
6.62%
6.37%
7.83% Highest Returns
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Dynamic Bond Fund
Fund Size: 1,433 Cr
1,433 Cr
46.17 0.04%
6.66%
6.44%
7.78% Highest Returns
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Bond Fund
Fund Size: 22,648 Cr
22,648 Cr
44.62 0.03%
6.54%
6.22%
7.59% Highest Returns
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Income Fund
Fund Size: 9,034 Cr
9,034 Cr
29.08 0.01%
6.38%
6.31%
7.59% Highest Returns
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Secure Fund
Fund Size: 1,021 Cr
1,021 Cr
41.8 0.02%
6.59%
6.18%
7.53% Highest Returns
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Preserver II
Fund Size: 80 Cr
80 Cr
26.41 0.01%
6.5%
6.06%
7.21% Highest Returns
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Assure
Fund Size: 279 Cr
279 Cr
42.26 -0.01%
6.14%
6.38%
6.96% Highest Returns
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Protector II
Fund Size: 774 Cr
774 Cr
26.92 0.02%
6.03%
5.64%
6.96% Highest Returns
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Future Income Fund
Fund Size: 83 Cr
83 Cr
33.6 0.03%
5.52%
5.36%
6.92% Highest Returns
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Whole Life Short-Term Fixed Income Fund
Fund Size: 234 Cr
234 Cr
32.13 -0.01%
5.8%
6.05%
6.76% Highest Returns
Get Details
Money Market Fund
Fund Size: 394 Cr
394 Cr
32.36 0.00%
5.1%
5.52%
6.35% Highest Returns
Get Details
Bond Fund-II
Fund Size: 72 Cr
72 Cr
25.17 0.01%
4.81%
4.45%
6.2% Highest Returns
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Liquid Plus
Fund Size: 251 Cr
251 Cr
21.38 -0.01%
5%
5.49%
6.14% Highest Returns
Get Details
Dynamic Floating Rate Fund
Fund Size: 20 Cr
20 Cr
35.36 -0.02%
4.97%
5.18%
6.08% Highest Returns
Get Details
Liquid Fund
Fund Size: 72 Cr
72 Cr
73.66 -0.02%
4.39%
4.73%
5.53% Highest Returns
Get Details
Safe Money Fund
Fund Size: 57 Cr
57 Cr
23.05 0.00%
4.06%
4.45%
5.25% Highest Returns
Get Details
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Best ULIP Funds - Consider the best performing ULIP funds to invest in 2024 with Policybazaar. Find the list of best ULIP funds in India on the basis of Returns, Latest Nav, Fund Size and Categories

Data source : value research

Returns as on 18-05-2024. The returns are the returns of best-performing fund in the plan

Hybrid or Balanced funds are the best combination of decent income, capital appreciation, and low risk-taking investment options. Here is a piece of detailed information about the best Hybrid funds (ULIP) available in the financial market these days.

Best Hybrid Funds

Here is a list of top hybrid funds in the financial market.

Fund Name Fund Size NAV 5 Year 7 Year 10 Year
TATA AIA Life Insurance Whole Life Stable Growth Fund Rs. 168 Crore 39.92% 9.70% 10.18% 11.43%
Kotak Life Balanced Fund Rs. 271 Crore 30.80% 7.59% 9.44% 10.81%
Bharti AXA Life Save N Grow Money Fund Rs. 71 Crore 41.80% 8.22% 9.42% 10.60%
Aditya Birla Sun Life Individual Capital Creator Fund Rs. 521 Crore 70.70% 7.69% 11.23% 10.32%
Canara HSBC Oriental Bank of Commerce Life Unit Linked Growth Plus Fund Rs. 525 Crore 22.98% 6.45% 7.73% 10.28%
ICICI Prudential Multi Cap Balanced Fund Rs. 2,282 Crore 28.09% 5.67% 7.09% 10.14%
Edelweiss Tokio Life Managed Fund Rs. 43 Crore 27.51% 6.78% 9.76% 10.12%
PNB Met Life Balancer Fund II Rs. 577 Crore 26.13% 7.22% 7.99% 9.47%
Aegon Life Stable Fund Rs. 22 Crore 22.60% 7.09% 7.57% 9.16%
Canara HSBC Oriental Bank of Commerce Life Unit Linked Balanced Plus Fund Rs. 2,298 Crore 22.61% 6.22% 7.17% 8.98%
  1. TATA AIA Life Insurance Whole Life Stable Growth Fund

    Following are the main highlights of the TATA AIA Life Insurance Whole Life Stable Growth Fund:

    • The date of inception of this fund is 3rd July 2006.

    • Total fund size id Rs. 168 crores approximately.

    • The Net Value Asset (NAV) stands at 39.92% currently.

    • The fund falls under the category of India Insurance Balanced Allocation.

    • The number of equity holdings is 10, bond holdings are 15, whereas other holdings are 3.

    • The top 10 holding is 48%.

    • 5 year returns are 9.70%, 7 years is 10.18%, whereas 10 year returns under the fund are 11.43%.

  2. Bharti AXA Life Save N Grow Money Fund

    Following are the main highlights of the Bharti AXA Life Save N Grow Money Fund:

    • The date of inception of this fund is 21st August 2006.

    • Total fund size id Rs. 71 crores approximately.

    • The Net Value Asset (NAV) stands at 41.80% currently.

    • The fund falls under the category of India Insurance Balanced Allocation.

    • The number of equity holdings is 64, bond holdings are 25, whereas other holdings are 6.

    • The top 10 holding is 41%.

    • 5 year returns are 8.22%, 7 years is 9.42%, whereas 10 year returns under the fund are 10.60%.

  3. Aditya Birla Sun Life Individual Capital Creator Fund

    Following are the main highlights of the Aditya Birla Sun Life Individual Capital Creator Fund:

    • The date of inception of this fund is 23rd February 2004.

    • Total fund size id Rs. 521 crores approximately.

    • The Net Value Asset (NAV) stands at 70.70% currently.

    • The fund falls under the category of India Insurance Balanced Allocation.

    • The number of equity holdings is 73, bond holdings are 33, whereas other holdings are 3.

    • The top 10 holding is 36%.

    • 5 year returns are 7.69%, 7 years is 11.23%, whereas 10 year returns under the fund are 10.32%.

  4. Canara HSBC Oriental Bank of Commerce Life Unit Linked Growth Plus Fund

    Following are the main highlights of the Canara HSBC Oriental Bank of Commerce Life Unit Linked Growth Plus Fund:

    • The date of inception of this fund is 13th September 2010.

    • Total fund size id Rs. 525 crores approximately.

    • The Net Value Asset (NAV) stands at 22.98% currently.

    • The fund falls under the category of India Insurance Aggressive Allocation.

    • The number of equity holdings is 60, bond holdings are 26, whereas other holdings are 4.

    • The top 10 holding is 37%.

    • 5 year returns are 6.45%, 7 years is 7.73%, whereas 10 year returns under the fund are 10.08%.

  5. Edelweiss Tokio Life Managed Fund

    Following are the main highlights of the Edelweiss Tokio Life Managed Fund:

    • The date of inception of this fund is 3rd August 2011.

    • Total fund size id Rs. 43 crores approximately.

    • The Net Value Asset (NAV) stands at 27.51% currently.

    • The fund falls under the category of India Insurance Balanced Allocation.

    • The number of equity holdings is 29, bond holdings are 20, whereas other holdings are 11.

    • The top 10 holding is 52%.

    • 5 year returns are 6.78%, 7 years is 9.76%, whereas 10 year returns under the fund are 10.12%.

  6. PNB Met Life Balancer Fund II

    Following are the main highlights of the PNB Met Life Balancer Fund II:

    • The date of inception of this fund is 21st December 2009.

    • Total fund size id Rs. 577 crores approximately.

    • The Net Value Asset (NAV) stands at 26.13% currently.

    • The fund falls under the category of India Insurance Balanced Allocation.

    • The number of equity holdings is 88, bond holdings are 28, whereas other holdings are 9.

    • The top 10 holding is 34%.

    • 5 year returns are 7.22%, 7 years is 7.99%, whereas 10 year returns under the fund are 9.47%.

  7. Aegon Life Stable Fund

    Following are the main highlights of the Aegon Life Stable Fund:

    • The date of inception of this fund is 14th September 2010.

    • Total fund size id Rs. 22 crores approximately.

    • The Net Value Asset (NAV) stands at 22.60% currently.

    • The fund falls under the category of India Insurance Aggressive Allocation.

    • The number of equity holdings is 52, bond holdings are 11, whereas other holdings are 2.

    • The top 10 holding is 54%.

    • 5 year returns are 7.09%, 7 years is 7.57%, whereas 10 year returns under the fund are 9.16%.

  8. Canara HSBC Oriental Bank of Commerce Life Unit Linked Balanced Plus Fund

    Following are the main highlights of the Canara HSBC Oriental Bank of Commerce Life Unit Linked Balanced Plus Fund:

    • The date of inception of this fund is 13th September 2010.

    • Total fund size id Rs. 2,298 crores approximately.

    • The Net Value Asset (NAV) stands at 22.61% currently.

    • The fund falls under the category of India Insurance Balanced Allocation.

    • The number of equity holdings is 60, bond holdings are 58, whereas other holdings are 7.

    • The top 10 holding is 28%.

    • 5 year returns are 6.22%, 7 years is 7.17%, whereas 10 year returns under the fund are 8.98%.

To sum up!

Hybrid or Balanced funds are investment schemes that offer maximum investment returns along with protecting the investor from various market risks. These funds are ideal for the investors who are willing to get the best of both worlds, that is, decent capital appreciation and minimal risks. However, it is advisable for all the investors to understand the financial market before putting their hard-earned money in any kind of fund.

Happy investing!

FAQ's

  • Q. Can minors invest in funds? 

    Ans: Yes, minors represented by parents/guardians are allowed to invest in mutual funds^^. The legal age for investing in mutual funds independently is above 18 years.   
  • Q. Do we get a passbook after investing in mutual funds? 

    Ans: No, mutual funds do not issue passbooks like banks. However, you get the account statements from the fund agency or manager about your fund's performance. You can even track your investment portfolio online very easily. 
  • Q. What happens to the investment corpus if the investor passes away mid-scheme? 

    Ans: It is mandated by the governing bodies to appoint nominees in the mutual funds' investment scheme. In case of any eventuality, the nominee will get hold of the fund's dealings and will yield the returns. If the nominee is also absent, then the returns will be directed towards the next kin of the investor. 
  • Q. Is it necessary to have a fund manager? 

    Ans: Yes. Investing in the funds and the asset allocation of the hybrid funds requires expertise to yield better risk-free returns. The fund manager will take care of your finances by curating a portfolio better suited for you. However, you will be completely in charge of the buying and selling of your units as well as the returns you gain. 
  • Q. What is an expense ratio? 

    Ans: The expense ratio is the fee charged by the fund manager for managing your funds. The expense ratio will make up the amount utilized from the fund's assets for administrative and other operating charges. The expense ratio is charged annually depending upon the value of the fund.

*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
Tax benefit is subject to changes in tax laws
~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
^The tax benefits under Section 80C allow a deduction of up to ?1.5 lakhs from the taxable income per year and 10(10D) tax benefits are for investments made up to ?2.5 Lakhs/ year for policies bought after 1 Feb 2021. Tax benefits and savings are subject to changes in tax laws.
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.

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