As
the word, hybrid suggests, hybrid or balanced funds typically invest in a
combination of investments categories such as large- , mid-, small-cap stocks
and debt securities. Greater diversification or spreading of investments across
investment categories reduces the higher risks from only investing in equity
investments. At the same time, hybrid funds better the returns typically
provided by debt funds.
Hybrid
funds are considered lower risk than equity funds, but higher risk compared to debt
funds. Experts often recommend them to investors who maybe averse to the higher
risk of equity funds but would like to benefit from the typically high growth
of equity investments.
Suggested
video: What are Hybrid Mutual Funds?