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.
Top performing plans˜ with High Returns**
Invest ₹10K/month & Get ₹1 Crore# returns
Fund Details |
Fund Size |
NAV |
5 Year |
7 Year |
10 Year |
|
|---|---|---|---|---|---|---|
 High Growth Fund
Fund Size: 8,941 Cr
|
8,941 Cr |
99.26 2.70% |
24.84% Highest Returns |
18.57% |
16.4% |
Get Details |
 Top 200 Fund
Fund Size: 2,165 Cr
|
2,165 Cr |
157.3 2.99% |
24.04% Highest Returns |
20.03% |
16.77% |
Get Details |
 Accelerator Mid-Cap Fund II
Fund Size: 6,113 Cr
|
6,113 Cr |
72.82 1.60% |
17.43% Highest Returns |
10.73% |
13.2% |
Get Details |
 Opportunities Fund
Fund Size: 38,723 Cr
|
38,723 Cr |
67.05 1.42% |
17.56% Highest Returns |
12.29% |
13.33% |
Get Details |
Best ULIP Funds - Consider the best performing ULIP funds to invest in 2025 with Policybazaar. Find the list of best ULIP funds in India on the basis of Returns, Latest Nav, Fund Size and Categories
Returns as on 15-03-2025. The returns are the returns of best-performing fund in the plan
Disclaimer :
˜Top 5 plans based on annualized premium, for bookings made in the first 6 months of FY 24-25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
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.
Here is a list of top hybrid funds in the financial market.
| Fund Name | Fund Size | NAV | 5 Year | 7 Year | 10 Year |
| Aditya Birla Sun Life Individual Capital Creator Fund | Rs. 521 Crore | 70.70% | 7.69% | 11.23% | 10.32% |
| Aegon Life Stable Fund | Rs. 22 Crore | 22.60% | 7.09% | 7.57% | 9.16% |
| Bharti AXA Life Save N Grow Money Fund | Rs. 71 Crore | 41.80% | 8.22% | 9.42% | 10.60% |
| Canara HSBC Oriental Bank of Commerce Life Unit Linked Balanced Plus Fund | Rs. 2,298 Crore | 22.61% | 6.22% | 7.17% | 8.98% |
| Canara HSBC Oriental Bank of Commerce Life Unit Linked Growth Plus Fund | Rs. 525 Crore | 22.98% | 6.45% | 7.73% | 10.28% |
| Edelweiss Tokio Life Managed Fund | Rs. 43 Crore | 27.51% | 6.78% | 9.76% | 10.12% |
| ICICI Prudential Multi Cap Balanced Fund | Rs. 2,282 Crore | 28.09% | 5.67% | 7.09% | 10.14% |
| Kotak Life Balanced Fund | Rs. 271 Crore | 30.80% | 7.59% | 9.44% | 10.81% |
| PNB Met Life Balancer Fund II | Rs. 577 Crore | 26.13% | 7.22% | 7.99% | 9.47% |
| TATA AIA Life Insurance Whole Life Stable Growth Fund | Rs. 168 Crore | 39.92% | 9.70% | 10.18% | 11.43% |
Disclaimer: ≈ Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. The sorting is done in alphabetical order (Fund Data Source: Value Research). For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
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%.
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%.
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%.
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%.
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%.
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%.
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%.
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%.
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!
*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.
˜Top 5 plans based on annualized premium, for bookings made in the first 6 months of FY 24-25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
Aditya Birla Sun Life ULIP Plans
Aviva ULIP Plans
Bajaj Allianz ULIP Plans
Bandhan Life ULIP Plans
Bharti AXA Life ULIP Plans
Canara HSBC ULIP Plans
Edelweiss Life ULIP Plans
Future Generali ULIP Plans
HDFC Life ULIP Plans
ICICI Prudential ULIP Plans
IDBI Federal ULIP Plans
IndiaFirst ULIP Plans
Kotak Life ULIP Plans
Max Life ULIP Plans
PNB MetLife ULIP Plans
Pramerica Life ULIP Plans
Reliance Life ULIP Plans
Sahara Life ULIP Plans
SBI Life ULIP Plans
Shriram Life ULIP Plans
Star Union ULIP Plans
Tata AIA ULIP Plans
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