Best Hybrid Funds

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.

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!

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