Good morning :)

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: 214
  • 💰 Total AUM: 12,98,501 Cr

Best performing Hybrid Mutual Funds

NameAUM (Cr)Base Exp. Ratio (%)1Y Return3Y CAGR5Y CAGR
Quant Multi Asset Allocation Fund6,356.370.5614.47%21.68%19.12%
Nippon India Multi Asset Allocation Fund17,983.940.3010.22%18.50%15.13%
ICICI Pru Multi Asset Allocation Fund87,833.100.552.32%13.69%15.10%
Bank of India Aggressive Hybrid Fund2,050.580.5815.47%16.58%14.79%
ICICI Pru Aggressive Hybrid Fund52,432.510.770.19%12.58%13.86%
HDFC Balanced Advantage Fund1,07,295.790.641.15%10.41%13.62%
SBI Multi Asset Allocation Fund20,240.340.499.44%14.53%13.09%
Edelweiss Aggressive Hybrid Fund3,997.710.401.78%12.45%12.85%
UTI Multi Asset Allocation Fund6,998.040.483.61%14.31%12.69%
JM Aggressive Hybrid Fund703.720.740.73%12.20%12.49%

To view more Hybrid Mutual Funds

Visit ScreenerScreener

Overview of Hybrid Mutual Funds

Quant Multi Asset Allocation Fund
  • AUM
    ₹ 6,356.37 Cr.
  • Base Exp. Ratio
    0.56%
  • 5Y CAGR
    19.12%
Performance
The fund's annualised performance has been 15.57% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 10.14% vs its category average of 10.94%.
Composition
Equity makes up for the majority of the fund at 68.33% along with the largest allocation towards Others at 26.43%.
Nippon India Multi Asset Allocation Fund
  • AUM
    ₹ 17,983.94 Cr.
  • Base Exp. Ratio
    0.3%
  • 5Y CAGR
    15.13%
Performance
The fund's annualised performance has been 17.35% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.16% vs its category average of 10.94%.
Composition
Equity makes up for the majority of the fund at 55.79% along with the largest allocation towards Others at 21.9%.
ICICI Pru Multi Asset Allocation Fund
  • AUM
    ₹ 87,833.10 Cr.
  • Base Exp. Ratio
    0.55%
  • 5Y CAGR
    15.1%
Performance
The fund's annualised performance has been 15.73% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.02% vs its category average of 10.94%.
Composition
Equity makes up for the majority of the fund at 68.7% along with the largest allocation towards Private Banks at 16.46%.
Bank of India Aggressive Hybrid Fund
  • AUM
    ₹ 2,050.58 Cr.
  • Base Exp. Ratio
    0.58%
  • 5Y CAGR
    14.79%
Performance
The fund's annualised performance has been 16.43% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.08% vs its category average of 10.98%.
Composition
Equity makes up for the majority of the fund at 66.93% along with the largest allocation towards Public Banks at 14.07%.
ICICI Pru Aggressive Hybrid Fund
  • AUM
    ₹ 52,432.51 Cr.
  • Base Exp. Ratio
    0.77%
  • 5Y CAGR
    13.86%
Performance
The fund's annualised performance has been 16.16% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.02% vs its category average of 10.98%.
Composition
Equity makes up for the majority of the fund at 73.47% along with the largest allocation towards Private Banks at 16.78%.
HDFC Balanced Advantage Fund
  • AUM
    ₹ 1,07,295.79 Cr.
  • Base Exp. Ratio
    0.64%
  • 5Y CAGR
    13.62%
Performance
The fund's annualised performance has been 13.74% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.68% vs its category average of 8.96%.
Composition
Equity makes up for the majority of the fund at 73.3% along with the largest allocation towards Private Banks at 15.81%.
SBI Multi Asset Allocation Fund
  • AUM
    ₹ 20,240.34 Cr.
  • Base Exp. Ratio
    0.49%
  • 5Y CAGR
    13.09%
Performance
The fund's annualised performance has been 12.17% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.07% vs its category average of 10.94%.
Composition
Equity makes up for the majority of the fund at 47.22% along with the largest allocation towards Others at 17.71%.
Edelweiss Aggressive Hybrid Fund
  • AUM
    ₹ 3,997.71 Cr.
  • Base Exp. Ratio
    0.4%
  • 5Y CAGR
    12.85%
Performance
The fund's annualised performance has been 13.6% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.35% vs its category average of 10.98%.
Composition
Equity makes up for the majority of the fund at 75.36% along with the largest allocation towards Others at 13.57%.
UTI Multi Asset Allocation Fund
  • AUM
    ₹ 6,998.04 Cr.
  • Base Exp. Ratio
    0.48%
  • 5Y CAGR
    12.69%
Performance
The fund's annualised performance has been 9.82% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.54% vs its category average of 10.94%.
Composition
Equity makes up for the majority of the fund at 65.49% along with the largest allocation towards Others at 25.14%.
JM Aggressive Hybrid Fund
  • AUM
    ₹ 703.72 Cr.
  • Base Exp. Ratio
    0.74%
  • 5Y CAGR
    12.49%
Performance
The fund's annualised performance has been 13.16% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.46% vs its category average of 10.98%.
Composition
Equity makes up for the majority of the fund at 78.26% along with the largest allocation towards Private Banks at 13.39%.

Top 3 Sub-Categories in Hybrid Mutual Funds

Multi Asset Allocation Fund
5Y CAGR of Top Fund
19.12%
Aggressive Hybrid Fund
5Y CAGR of Top Fund
14.79%
Balanced Advantage Fund
5Y CAGR of Top Fund
13.62%
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.