Hybrid Mutual Funds

A Hybrid fund combines equity stock component, a bond component and sometimes a money market component in a single portfolio. Generally, the hybrid funds stick to a relatively fixed mix of stocks and bonds that reflects either a moderate, or higher equity, component, or conservative, or higher fixed-income, component orientation.

⏱ Horizon: Medium to long
🔢 Total funds: 206
💰 Total AUM: 12,70,615 Cr

Best performing Hybrid Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Quant Multi Asset Allocation Fund	5,980.37	1.21	21.75%	23.01%	19.86%
ICICI Pru Multi-Asset Fund	86,785.04	0.82	10.35%	16.04%	17.62%
Nippon India Multi Asset Allocation Fund	16,926.22	0.48	18.28%	20.08%	16.63%
ICICI Pru Equity & Debt Fund	52,432.51	1.05	6.66%	15.39%	16.49%
HDFC Balanced Advantage Fund	1,07,765.65	0.76	4.44%	13.82%	15.62%
Bank of India Mid & Small Cap Equity & Debt Fund	1,695.32	0.90	14.35%	18.69%	15.51%
Edelweiss Aggressive Hybrid Fund	3,784.00	0.84	7.02%	15.10%	14.92%
JM Aggressive Hybrid Fund	703.72	1.09	3.88%	15.06%	14.75%
UTI Multi Asset Allocation Fund	6,998.04	0.78	10.43%	17.50%	14.64%
SBI Multi Asset Allocation Fund	20,240.34	0.68	15.05%	16.61%	14.35%

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Overview of Hybrid Mutual Funds

Quant Multi Asset Allocation Fund

AUM
₹ 5,980.37 Cr.
Expense Ratio
1.21%
5Y CAGR
19.86%

Performance

The fund's annualised performance has been 16.03% since inception.

Risk

The fund has been categorised as High by SEBI and has a standard deviation of 9.85% vs its category average of 10.49%.

Composition

Equity makes up for the majority of the fund at 67.38% along with the largest allocation towards Others at 20.84%.

ICICI Pru Multi-Asset Fund

AUM
₹ 86,785.04 Cr.
Expense Ratio
0.82%
5Y CAGR
17.62%

Performance

The fund's annualised performance has been 16.28% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 9.88% vs its category average of 10.49%.

Composition

Equity makes up for the majority of the fund at 67.23% along with the largest allocation towards Private Banks at 16.51%.

Nippon India Multi Asset Allocation Fund

AUM
₹ 16,926.22 Cr.
Expense Ratio
0.48%
5Y CAGR
16.63%

Performance

The fund's annualised performance has been 18.47% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 11.12% vs its category average of 10.49%.

Composition

Equity makes up for the majority of the fund at 56.24% along with the largest allocation towards Others at 20.99%.

ICICI Pru Equity & Debt Fund

AUM
₹ 52,432.51 Cr.
Expense Ratio
1.05%
5Y CAGR
16.49%

Performance

The fund's annualised performance has been 16.7% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 9.99% vs its category average of 10.92%.

Composition

Equity makes up for the majority of the fund at 71.2% along with the largest allocation towards Private Banks at 17.2%.

HDFC Balanced Advantage Fund

AUM
₹ 1,07,765.65 Cr.
Expense Ratio
0.76%
5Y CAGR
15.62%

Performance

The fund's annualised performance has been 14.3% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 9.66% vs its category average of 8.88%.

Composition

Equity makes up for the majority of the fund at 70.8% along with the largest allocation towards Private Banks at 15.88%.

Bank of India Mid & Small Cap Equity & Debt Fund

AUM
₹ 1,695.32 Cr.
Expense Ratio
0.9%
5Y CAGR
15.51%

Performance

The fund's annualised performance has been 16.62% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.06% vs its category average of 10.92%.

Composition

Equity makes up for the majority of the fund at 76.14% along with the largest allocation towards Public Banks at 12.35%.

Edelweiss Aggressive Hybrid Fund

AUM
₹ 3,784.00 Cr.
Expense Ratio
0.84%
5Y CAGR
14.92%

Performance

The fund's annualised performance has been 14.11% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 10.41% vs its category average of 10.92%.

Composition

Equity makes up for the majority of the fund at 74.4% along with the largest allocation towards Private Banks at 9.9%.

JM Aggressive Hybrid Fund

AUM
₹ 703.72 Cr.
Expense Ratio
1.09%
5Y CAGR
14.75%

Performance

The fund's annualised performance has been 13.58% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.4% vs its category average of 10.92%.

Composition

Equity makes up for the majority of the fund at 78.66% along with the largest allocation towards Private Banks at 13.59%.

UTI Multi Asset Allocation Fund

AUM
₹ 6,998.04 Cr.
Expense Ratio
0.78%
5Y CAGR
14.64%

Performance

The fund's annualised performance has been 10.35% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 11.38% vs its category average of 10.49%.

Composition

Equity makes up for the majority of the fund at 66.81% along with the largest allocation towards Others at 23.48%.

SBI Multi Asset Allocation Fund

AUM
₹ 20,240.34 Cr.
Expense Ratio
0.68%
5Y CAGR
14.35%

Performance

The fund's annualised performance has been 12.52% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 8.97% vs its category average of 10.49%.

Composition

Equity makes up for the majority of the fund at 47.57% along with the largest allocation towards Others at 15.74%.

Top 3 Sub-Categories in Hybrid Mutual Funds

Multi Asset Allocation Fund

5Y CAGR of Top Fund

19.86%

Aggressive Hybrid Fund

5Y CAGR of Top Fund

16.49%

Balanced Advantage Fund

5Y CAGR of Top Fund

15.62%

This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.