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: 197
💰 Total AUM: 12,20,564 Cr

Best performing Hybrid Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Quant Multi Asset Allocation Fund	5,615.03	0.61	20.90%	25.25%	20.96%
ICICI Pru Multi-Asset Fund	83,883.51	0.52	7.37%	17.62%	18.12%
ICICI Pru Equity & Debt Fund	50,032.71	0.78	4.47%	17.29%	17.46%
Bank of India Mid & Small Cap Equity & Debt Fund	1,481.51	0.63	10.87%	21.02%	17.04%
Nippon India Multi Asset Allocation Fund	15,481.06	0.32	15.60%	20.90%	16.74%
HDFC Balanced Advantage Fund	1,04,016.21	0.75	1.20%	15.32%	15.95%
Edelweiss Aggressive Hybrid Fund	3,667.10	0.47	2.91%	15.80%	15.25%
Quant Aggressive Hybrid Fund	2,127.82	0.75	13.02%	16.67%	15.21%
SBI Multi Asset Allocation Fund	18,289.83	0.61	13.58%	17.84%	14.59%
JM Aggressive Hybrid Fund	701.44	0.74	2.89%	16.37%	14.45%

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Overview of Hybrid Mutual Funds

Quant Multi Asset Allocation Fund

AUM
₹ 5,615.03 Cr.
Expense Ratio
0.61%
5Y CAGR
20.96%

Performance

The fund's annualised performance has been 16.1% since inception.

Risk

The fund has been categorised as High by SEBI and has a standard deviation of 9.72% vs its category average of 10.77%.

Composition

Equity makes up for the majority of the fund at 72.25% along with the largest allocation towards Others at 25.18%.

ICICI Pru Multi-Asset Fund

AUM
₹ 83,883.51 Cr.
Expense Ratio
0.52%
5Y CAGR
18.12%

Performance

The fund's annualised performance has been 16.24% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 9.57% vs its category average of 10.77%.

Composition

Equity makes up for the majority of the fund at 66.64% along with the largest allocation towards Private Banks at 15.99%.

ICICI Pru Equity & Debt Fund

AUM
₹ 50,032.71 Cr.
Expense Ratio
0.78%
5Y CAGR
17.46%

Performance

The fund's annualised performance has been 16.71% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 9.76% vs its category average of 10.77%.

Composition

Equity makes up for the majority of the fund at 72.59% along with the largest allocation towards Private Banks at 16.88%.

Bank of India Mid & Small Cap Equity & Debt Fund

AUM
₹ 1,481.51 Cr.
Expense Ratio
0.63%
5Y CAGR
17.04%

Performance

The fund's annualised performance has been 16.61% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.1% vs its category average of 10.77%.

Composition

Equity makes up for the majority of the fund at 78.48% along with the largest allocation towards Electrical Components & Equipments at 11.3%.

Nippon India Multi Asset Allocation Fund

AUM
₹ 15,481.06 Cr.
Expense Ratio
0.32%
5Y CAGR
16.74%

Performance

The fund's annualised performance has been 18.19% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 11% vs its category average of 10.77%.

Composition

Equity makes up for the majority of the fund at 54.64% along with the largest allocation towards Others at 21.04%.

HDFC Balanced Advantage Fund

AUM
₹ 1,04,016.21 Cr.
Expense Ratio
0.75%
5Y CAGR
15.95%

Performance

The fund's annualised performance has been 14.25% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 9.37% vs its category average of 8.69%.

Composition

Equity makes up for the majority of the fund at 69.36% along with the largest allocation towards Private Banks at 15.05%.

Edelweiss Aggressive Hybrid Fund

AUM
₹ 3,667.10 Cr.
Expense Ratio
0.47%
5Y CAGR
15.25%

Performance

The fund's annualised performance has been 13.99% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 10.34% vs its category average of 10.77%.

Composition

Equity makes up for the majority of the fund at 74.43% along with the largest allocation towards Specialized Finance at 10.39%.

Quant Aggressive Hybrid Fund

AUM
₹ 2,127.82 Cr.
Expense Ratio
0.75%
5Y CAGR
15.21%

Performance

The fund's annualised performance has been 16.84% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.66% vs its category average of 10.77%.

Composition

Equity makes up for the majority of the fund at 69.56% along with the largest allocation towards Power Generation at 17.96%.

SBI Multi Asset Allocation Fund

AUM
₹ 18,289.83 Cr.
Expense Ratio
0.61%
5Y CAGR
14.59%

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 8.81% vs its category average of 10.77%.

Composition

Equity makes up for the majority of the fund at 47.14% along with the largest allocation towards Others at 18.36%.

JM Aggressive Hybrid Fund

AUM
₹ 701.44 Cr.
Expense Ratio
0.74%
5Y CAGR
14.45%

Performance

The fund's annualised performance has been 13.27% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.35% vs its category average of 10.77%.

Composition

Equity makes up for the majority of the fund at 75.59% along with the largest allocation towards Private Banks at 11.8%.

Top 3 Sub-Categories in Hybrid Mutual Funds

Multi Asset Allocation Fund

5Y CAGR of Top Fund

20.96%

Aggressive Hybrid Fund

5Y CAGR of Top Fund

17.46%

Balanced Advantage Fund

5Y CAGR of Top Fund

15.95%

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.