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Hybrid funds sit between pure equity and pure debt funds — investing in a mix of both in varying proportions, aiming to balance growth potential with relative stability depending on the specific sub-type.
Common Types of Hybrid Funds are
Conservative Hybrid Fund
Balanced Hybrid Fund
Aggressive Hybrid Fund
Dynamic Asset Allocation / Balanced Advantage Fund
Multi Asset Allocation Fund
Arbitrage Fund
Equity Savings Fund
Mutual Fund Calculator — Hybrid Funds
Estimate your investment outcome in Hybrid Funds across different investment styles.
SIP Calculator
Estimate the future value of a monthly SIP.
Estimated Future Value
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Total Invested: ₹0
Estimated Gains: ₹0
Note: Illustrative estimate. Mutual Fund investments are subject to market risk.
Illustrative estimates assuming a constant annual return. Actual mutual fund returns fluctuate and are not guaranteed.
How Hybrid Funds Are Taxed (FY 2025-26 / 2026-27)
| Hybrid Funds — Capital Gains Tax | |
|---|---|
| ≥65% equity allocation | Taxed the same as Equity Funds (see Equity Funds page) |
| <65% equity allocation | Taxed the same as Debt Funds (see Debt Funds page) |
Excludes applicable surcharge and 4% Health & Education Cess. Tax laws change with each Union Budget — always confirm current rates with a tax advisor.
Note: Fynmate is not a SEBI Registered Investment Adviser (RIA). We may act as a mutual fund distributor. This page is general educational content about fund categories, not personalised investment advice. Mutual Fund investments are subject to market risk — please read all scheme-related documents carefully before investing.