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: 162
💰 Total AUM: 9,36,614 Cr

Best performing Hybrid Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR

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Overview of Hybrid Mutual Funds

Quant Multi Asset Fund

AUM
₹ 3,025.56 Cr.
Expense Ratio
0.62%
5Y CAGR
29.21%

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 13.75% vs its category average of 8.97%.

Composition

Equity makes up for the majority of the fund at 48.21% along with the largest allocation towards Miscellaneous at 26.66%.

Bank of India Mid & Small Cap Equity & Debt Fund

AUM
₹ 1,009.82 Cr.
Expense Ratio
0.88%
5Y CAGR
27.46%

Performance

The fund's annualised performance has been 18.59% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.19% vs its category average of 11.52%.

Composition

Equity makes up for the majority of the fund at 73.64% along with the largest allocation towards Public Banks at 10.97%.

JM Aggressive Hybrid Fund

AUM
₹ 678.92 Cr.
Expense Ratio
0.57%
5Y CAGR
25.81%

Performance

The fund's annualised performance has been 15.57% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.2% vs its category average of 11.52%.

Composition

Equity makes up for the majority of the fund at 72.52% along with the largest allocation towards Private Banks at 12.27%.

Quant Absolute Fund

AUM
₹ 2,250.71 Cr.
Expense Ratio
0.7%
5Y CAGR
24.96%

Performance

The fund's annualised performance has been 17.75% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.29% vs its category average of 11.52%.

Composition

Equity makes up for the majority of the fund at 74% along with the largest allocation towards G-Sec at 13.53%.

ICICI Pru Equity & Debt Fund

AUM
₹ 40,203.38 Cr.
Expense Ratio
0.98%
5Y CAGR
22.24%

Performance

The fund's annualised performance has been 18.07% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 10.6% vs its category average of 11.52%.

Composition

Equity makes up for the majority of the fund at 68.63% along with the largest allocation towards Private Banks at 15.84%.

ICICI Pru Multi-Asset Fund

AUM
₹ 50,648.49 Cr.
Expense Ratio
0.7%
5Y CAGR
21.44%

Performance

The fund's annualised performance has been 17.09% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 7.71% vs its category average of 8.97%.

Composition

Equity makes up for the majority of the fund at 66.04% along with the largest allocation towards Private Banks at 13.58%.

Mahindra Manulife Aggressive Hybrid Fund

AUM
₹ 1,465.17 Cr.
Expense Ratio
0.48%
5Y CAGR
21.43%

Performance

The fund's annualised performance has been 21.82% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 11.72% vs its category average of 11.52%.

Composition

Equity makes up for the majority of the fund at 75.97% along with the largest allocation towards Private Banks at 16.21%.

HDFC Balanced Advantage Fund

AUM
₹ 94,865.65 Cr.
Expense Ratio
0.74%
5Y CAGR
20.83%

Performance

The fund's annualised performance has been 15.84% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 11.2% vs its category average of 8.5%.

Composition

Equity makes up for the majority of the fund at 66.06% along with the largest allocation towards G-Sec at 15.54%.

Edelweiss Aggressive Hybrid Fund

AUM
₹ 2,195.03 Cr.
Expense Ratio
0.38%
5Y CAGR
20%

Performance

The fund's annualised performance has been 15.19% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 11.65% vs its category average of 11.52%.

Composition

Equity makes up for the majority of the fund at 69.98% along with the largest allocation towards Investment Banking & Brokerage at 13.85%.

Kotak Equity Hybrid Fund

AUM
₹ 6,606.22 Cr.
Expense Ratio
0.45%
5Y CAGR
19.98%

Performance

The fund's annualised performance has been 14.69% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 11.57% vs its category average of 11.52%.

Composition

Equity makes up for the majority of the fund at 73.19% along with the largest allocation towards G-Sec at 20.39%.

Top 3 Sub-Categories in Hybrid Mutual Funds

Multi Asset Allocation Fund

5Y CAGR of Top Fund

29.21%

Aggressive Hybrid Fund

5Y CAGR of Top Fund

27.46%

Balanced Advantage Fund

5Y CAGR of Top Fund

20.83%

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.