Objective:
Hybrid funds try to enhance the return by allocating funds in equity
but reduce the portfolio volatility by balancing allocation in debt.
Investment Horizon:
This depends on type of hybrid funds. Balance funds allocate minmum 65%
to equity and are most aggressive hybrid funds whereas Monthly Income
Funds allocation small portion to equity and hence are less volatile.
Load:
Entry Load: Nil
Exit Load : Typical Hyrbid funds have 1% exit load if redeemed within 1 year.
Investment Instruments:
Hybrid funds invest in mix of debt and equity instruments.