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Debt Oriented hybrid funds:

This is another category of hybrid funds with Asset allocation tilted towards debt side. As the taxation of the all funds having equity allocation below 65% is same, so you will find different variants and combination of debt oriented hybrid funds. Some are categorised as aggressive as they are high on equity allocation compared to others and some are categorized as conservative as they are high on debt allocation. Among these segments some funds are targeted at a particular goal like Monthly income Plans (MIPs) Lets see how the aggressive and conservative segments have performed in last few years.

Best Hybrid funds – Aggressive Asset Allocation

as per last 5 years performance are as below:

Best Hybrid Funds – Conservative Asset Allocation

as per last 5 years performance are as below

You can very well see from the above tables that some of the funds which are under conservative allocation have performed better than hybrid funds with aggressive allocation. And in fact if you compare annualised returns with the balanced funds also, you will not find much difference in last 5 years returns patch. But does that mean conservative funds are better than aggressive ones. No. It's all about asset allocation. Sometime one asset class performs and sometimes other. And this is how your investments should be allocated.

Now days you will also find some fancy names of Hybrid funds like "Capital protection oriented schemes" or "Dual advantage schemes" etc. In reality all these are just close ended versions of normal hybrid schemes.

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Invest in Tax Saving Mutual Funds ( ELSS Mutual Funds ) to upto Rs 1 lakh and Save tax under Section 80C.

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Some of the best Tax Saving Mutual Funds available ( ELSS Mutual Funds )

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