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.

Read more
Best ULIP Plans
  • Guaranteed Tax Savings

    Guaranteed Tax Savings

    Under sec 80C & 10(10D)
  • savings

    ₹1 Crore

    Invest ₹10k Per Month*
  • Zero LTCG Tax

    Zero LTCG Tax

    Unlike 10% in Mutual Funds

Top performing plans with High Returns*

Invest ₹10K/month & Get ₹1 Crore returns*

+91
Secure
We don't spam
View Plans
Please wait. We Are Processing..
Your personal information is secure with us
Plans available only for people of Indian origin By clicking on "View Plans" you agree to our Privacy Policy and Terms of use #For a 55 year on investment of 20Lacs #Discount offered by insurance company
Get Updates on WhatsApp
We are rated~
rating
6.7 Crore
Registered Consumers
51
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: 1,259 Cr
1,259 Cr
130.92 -0.08%
24.81% Highest Returns
21.74%
20.25%
Get Details
Virtue II
Fund Size: 2,155 Cr
2,155 Cr
55.06 -0.10%
19.25% Highest Returns
18.11%
17.26%
Get Details
Pure Equity
Fund Size: 1,804 Cr
1,804 Cr
57.44 0.05%
15.93%
15.32%
16.8% Highest Returns
Get Details
Super Select Equity Fund
Fund Size: 1,129 Cr
1,129 Cr
63.4 0.03%
15.56%
15.97%
16.78% Highest Returns
Get Details
Growth Opportunities Plus Fund
Fund Size: 808 Cr
808 Cr
55.73 0.00%
16.31%
16.3%
16.73% Highest Returns
Get Details
Growth Fund
Fund Size: 5,900 Cr
5,900 Cr
17.47 0.00%
-
-
16.17% Highest Returns
Get Details
Pure Stock Fund
Fund Size: 5,250 Cr
5,250 Cr
118.08 0.32%
14.52%
14.7%
16.16% Highest Returns
Get Details
Large Cap Equity Fund
Fund Size: 2,121 Cr
2,121 Cr
56.38 0.15%
18.68% Highest Returns
17.61%
15.99%
Get Details
Grow Money Plus Fund
Fund Size: 355 Cr
355 Cr
53 0.08%
15.3%
15.82% Highest Returns
15.78%
Get Details
Build India Fund
Fund Size: 32 Cr
32 Cr
47.98 0.08%
14.41%
15.08%
15.53% Highest Returns
Get Details
Whole Life Aggressive Growth Fund
Fund Size: 667 Cr
667 Cr
71.15 -0.03%
16.35% Highest Returns
15.49%
15.44%
Get Details
Frontline Equity Fund
Fund Size: 2,317 Cr
2,317 Cr
51.82 0.11%
16.3% Highest Returns
15.17%
15.41%
Get Details
Equity Top 250 Fund
Fund Size: 474 Cr
474 Cr
46.13 0.03%
13.9%
13.3%
14.62% Highest Returns
Get Details
Equity Growth Fund II
Fund Size: 4,298 Cr
4,298 Cr
58.61 0.10%
13.3%
13.97%
14.56% Highest Returns
Get Details
Top 50 Fund
Fund Size: 213 Cr
213 Cr
73.59 0.05%
15.8%
15.83% Highest Returns
14.39%
Get Details
Blue Chip Fund
Fund Size: 7,834 Cr
7,834 Cr
39.95 0.10%
13.28%
13.5%
14.12% Highest Returns
Get Details
Value & Momentum
Fund Size: 609 Cr
609 Cr
37.39 -0.04%
12.73%
10.13%
13.98% Highest Returns
Get Details
Future Apex Fund
Fund Size: 75 Cr
75 Cr
43.72 0.04%
16.5% Highest Returns
14.95%
13.96%
Get Details
Accelerator Fund
Fund Size: 196 Cr
196 Cr
36.71 0.06%
15.62% Highest Returns
14.92%
13.95%
Get Details
Maximiser
Fund Size: 2,523 Cr
2,523 Cr
53.13 0.08%
13.91%
13.93% Highest Returns
13.68%
Get Details
Enhancer Fund-II
Fund Size: 750 Cr
750 Cr
44.5 0.07%
13.04%
13.49% Highest Returns
13.49% Highest Returns
Get Details
Growth Super Fund
Fund Size: 11,900 Cr
11,900 Cr
62.57 0.02%
13.34%
14.05% Highest Returns
13.31%
Get Details
Super 20
Fund Size: 1,712 Cr
1,712 Cr
52.83 0.13%
13.9%
14.3% Highest Returns
13.16%
Get Details
Multi Cap Growth Fund
Fund Size: 17,275 Cr
17,275 Cr
41.82 0.00%
11.58%
10.96%
13.13% Highest Returns
Get Details
Equity Large Cap Fund
Fund Size: 452 Cr
452 Cr
45.24 0.09%
12.74%
12.38%
12.99% Highest Returns
Get Details
Equity Fund
Fund Size: 52,487 Cr
52,487 Cr
157.57 0.35%
12.92%
13.01% Highest Returns
12.97%
Get Details
Bluechip Fund
Fund Size: 4,000 Cr
4,000 Cr
37.01 0.06%
13.13% Highest Returns
12.58%
12.79%
Get Details
Magnifier
Fund Size: 1,135 Cr
1,135 Cr
99.08 0.14%
12.44%
12.66%
12.74% Highest Returns
Get Details
Future Opportunity Fund
Fund Size: 62 Cr
62 Cr
33.98 0.04%
15.1% Highest Returns
13.83%
12.74%
Get Details
Bluechip Equity Fund
Fund Size: 921 Cr
921 Cr
35.62 0.07%
14.33%
14.36% Highest Returns
12.66%
Get Details
Maximiser Fund V
Fund Size: 50,508 Cr
50,508 Cr
42.47 0.07%
12.99% Highest Returns
12.25%
12.24%
Get Details
Future Maximize Fund
Fund Size: 83 Cr
83 Cr
44.1 0.04%
13.62% Highest Returns
12.5%
11.91%
Get Details
Equity II Fund
Fund Size: 3,029 Cr
3,029 Cr
32.9 0.07%
11.04%
11.22%
11.37% Highest Returns
Get Details
Growth Plus Fund
Fund Size: 516 Cr
516 Cr
29.19 0.05%
11%
10.83%
11.18% Highest Returns
Get Details
See more funds
Fund Details
Fund Size
NAV
5 Year
7 Year
10 Year
Whole Life Mid Cap Equity Fund
Fund Size: 10,158 Cr
10,158 Cr
112.98 -0.23%
20.95%
18.38%
21.46% Highest Returns
Get Details
Multiplier
Fund Size: 3,446 Cr
3,446 Cr
73.07 -0.09%
17.1%
15.82%
19.88% Highest Returns
Get Details
Midcap Fund
Fund Size: 1,038 Cr
1,038 Cr
68.14 -0.01%
18.46%
16.1%
19.85% Highest Returns
Get Details
Opportunities Fund
Fund Size: 31,393 Cr
31,393 Cr
57.85 0.06%
16.37%
14.93%
18.59% Highest Returns
Get Details
Accelerator Mid-Cap Fund II
Fund Size: 5,017 Cr
5,017 Cr
63.22 0.08%
14.53%
14.42%
18.46% Highest Returns
Get Details
High Growth Fund
Fund Size: 3,654 Cr
3,654 Cr
79.86 -0.20%
23.19% Highest Returns
20.33%
18.37%
Get Details
Classic Opportunities Fund
Fund Size: 10,627 Cr
10,627 Cr
52.71 0.06%
14.85%
13.96%
15.08% Highest Returns
Get Details
Opportunity Fund
Fund Size: 2,455 Cr
2,455 Cr
44.92 0.02%
14.25% Highest Returns
13.46%
13.91%
Get Details
Flexi Cap
Fund Size: 1,170 Cr
1,170 Cr
41.04 0.05%
14.09% Highest Returns
13.64%
13.69%
Get Details
Save N Grow Money Fund
Fund Size: 70 Cr
70 Cr
49.69 0.07%
10.08%
9.97%
11.1% Highest Returns
Get Details
See more funds
Fund Details
Fund Size
NAV
5 Year
7 Year
10 Year
Whole Life Stable Growth Fund
Fund Size: 210 Cr
210 Cr
50.47 0.01%
13.39% Highest Returns
12.14%
12.58%
Get Details
Balanced Fund
Fund Size: 1,474 Cr
1,474 Cr
15.17 0.00%
-
-
11.85% Highest Returns
Get Details
Creator
Fund Size: 500 Cr
500 Cr
84.37 0.12%
10.2%
9.82%
10.92% Highest Returns
Get Details
Multi Cap Balanced Fund
Fund Size: 2,037 Cr
2,037 Cr
34.46 0.02%
9.56%
9.01%
10.59% Highest Returns
Get Details
Balancer II
Fund Size: 719 Cr
719 Cr
32.1 0.03%
10.6% Highest Returns
9.86%
10.45%
Get Details
Managed Fund
Fund Size: 41 Cr
41 Cr
32.41 0.02%
9.43%
8.73%
10.33% Highest Returns
Get Details
Stable Fund
Fund Size: 20 Cr
20 Cr
27.74 0.05%
10.1% Highest Returns
9.89%
10.06%
Get Details
Balanced Plus Fund
Fund Size: 2,090 Cr
2,090 Cr
26.93 0.04%
9.47%
8.69%
9.59% Highest Returns
Get Details
Future Balance Fund
Fund Size: 67 Cr
67 Cr
33.31 0.04%
9.75% Highest Returns
9.03%
9.44%
Get Details
Balanced Fund-II
Fund Size: 141 Cr
141 Cr
30.39 0.04%
8.89%
8.3%
9.42% Highest Returns
Get Details
Enhancer
Fund Size: 5,917 Cr
5,917 Cr
91.88 0.11%
8.4%
7.78%
8.92% Highest Returns
Get Details
Cautious Asset Allocator Fund
Fund Size: 40 Cr
40 Cr
30.31 0.03%
6.85%
6.05%
7.62% Highest Returns
Get Details
See more funds
Fund Details
Fund Size
NAV
5 Year
7 Year
10 Year
Pure Fund
Fund Size: 411 Cr
411 Cr
39.2 0.04%
13.87%
13.62%
15.31% Highest Returns
Get Details
Builder
Fund Size: 242 Cr
242 Cr
79.8 0.09%
8.11%
7.45%
9.18% Highest Returns
Get Details
Secured Fund
Fund Size: 532 Cr
532 Cr
13.81 0.00%
9.05% Highest Returns
9.05% Highest Returns
9.05% Highest Returns
Get Details
Whole Life Income Fund
Fund Size: 776 Cr
776 Cr
34.92 0.05%
7.31%
6.39%
8.3% Highest Returns
Get Details
Protector
Fund Size: 289 Cr
289 Cr
58.15 0.07%
7.16%
6.43%
8.1% Highest Returns
Get Details
Debt Fund
Fund Size: 446 Cr
446 Cr
33.25 0.04%
7.77%
6.27%
8.1% Highest Returns
Get Details
Dynamic Gilt Fund
Fund Size: 205 Cr
205 Cr
41.17 0.06%
6.84%
5.82%
8.03% Highest Returns
Get Details
Steady Money Fund
Fund Size: 70 Cr
70 Cr
35.29 0.05%
6.76%
5.89%
7.87% Highest Returns
Get Details
Dynamic Bond Fund
Fund Size: 1,481 Cr
1,481 Cr
44.64 0.06%
7.01%
5.87%
7.87% Highest Returns
Get Details
Income Advantage
Fund Size: 794 Cr
794 Cr
36.12 0.06%
7.22%
6.12%
7.85% Highest Returns
Get Details
Bond Fund
Fund Size: 109 Cr
109 Cr
25.63 0.00%
6.76%
6.44%
7.7% Highest Returns
Get Details
Income Fund
Fund Size: 9,315 Cr
9,315 Cr
28.13 0.03%
6.59%
5.87%
7.63% Highest Returns
Get Details
Secure Fund
Fund Size: 1,002 Cr
1,002 Cr
40.39 0.05%
6.75%
5.62%
7.57% Highest Returns
Get Details
Preserver II
Fund Size: 78 Cr
78 Cr
25.49 0.02%
6.47%
5.28%
7.14% Highest Returns
Get Details
Future Income Fund
Fund Size: 86 Cr
86 Cr
32.56 0.05%
5.72%
4.81%
7.13% Highest Returns
Get Details
Assure
Fund Size: 265 Cr
265 Cr
41.06 0.02%
6.37%
6.27%
7.09% Highest Returns
Get Details
Protector II
Fund Size: 755 Cr
755 Cr
26.03 0.03%
6.08%
5.09%
7.02% Highest Returns
Get Details
Whole Life Short-Term Fixed Income Fund
Fund Size: 234 Cr
234 Cr
31.19 0.00%
5.98%
5.9%
6.84% Highest Returns
Get Details
Money Market Fund
Fund Size: 387 Cr
387 Cr
31.43 -0.02%
5.13%
5.51%
6.4% Highest Returns
Get Details
Bond Fund-II
Fund Size: 101 Cr
101 Cr
24.44 0.02%
4.77%
3.9%
6.32% Highest Returns
Get Details
Dynamic Floating Rate Fund
Fund Size: 21 Cr
21 Cr
34.41 -0.01%
5.16%
5.04%
6.24% Highest Returns
Get Details
Liquid Plus
Fund Size: 243 Cr
243 Cr
20.79 -0.01%
5.06%
5.49%
6.24% Highest Returns
Get Details
Liquid Fund
Fund Size: 71 Cr
71 Cr
71.82 -0.03%
4.4%
4.73%
5.64% Highest Returns
Get Details
Safe Money Fund
Fund Size: 60 Cr
60 Cr
22.5 -0.01%
4.04%
4.45%
5.36% Highest Returns
Get Details
See more funds
grow your wealth

Grow Your Wealth!

Best ULIP Funds - Consider the best performing ULIP funds to invest in 2023 with Policybazaar. Find the list of best ULIP funds in India on the basis of Returns, Latest Nav, Fund Size and Categories

Why we need your mobile number?
We need it to confirm more details about you and advise accordingly. Our licensed experts work for you, not the insurance companies, so their advice is entirely unbiased
— No sales pitches here

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

top
  • Zero% commission
  • No hidden charges
  • Expert Advice
  • 100% calls recorded
Invest ₹10k/month Get ₹1Cr
Tax free on maturity*
Mobile +91
*T&C Applied.
Close
Download the Policybazaar app
to manage all your insurance needs.
INSTALL