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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: 196
  • 💰 Total AUM: 12,19,489 Cr

Best performing Hybrid Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Quant Multi Asset Allocation Fund5,257.410.5825.44%24.36%21.98%
ICICI Pru Multi-Asset Fund83,547.350.6411.25%18.51%19.30%
Bank of India Mid & Small Cap Equity & Debt Fund1,481.510.7018.89%21.90%18.78%
ICICI Pru Equity & Debt Fund46,700.420.947.38%18.17%18.54%
Nippon India Multi Asset Allocation Fund14,737.580.3921.82%22.10%17.70%
HDFC Balanced Advantage Fund1,05,377.650.754.62%16.17%17.48%
Edelweiss Aggressive Hybrid Fund3,308.900.506.96%17.14%16.50%
JM Aggressive Hybrid Fund701.440.874.60%18.93%15.68%
Quant Aggressive Hybrid Fund1,808.880.7915.34%15.96%15.57%
SBI Multi Asset Allocation Fund17,665.990.5918.98%18.96%15.46%

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Overview of Hybrid Mutual Funds

Quant Multi Asset Allocation Fund
  • AUM
    ₹ 5,257.41 Cr.
  • Expense Ratio
    0.58%
  • 5Y CAGR
    21.98%
Performance
The fund's annualised performance has been 16.06% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 9.58% vs its category average of 10.5%.
Composition
Equity makes up for the majority of the fund at 68.2% along with the largest allocation towards Others at 31.32%.
ICICI Pru Multi-Asset Fund
  • AUM
    ₹ 83,547.35 Cr.
  • Expense Ratio
    0.64%
  • 5Y CAGR
    19.3%
Performance
The fund's annualised performance has been 16.46% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.17% vs its category average of 10.5%.
Composition
Equity makes up for the majority of the fund at 69% along with the largest allocation towards Private Banks at 14.64%.
Bank of India Mid & Small Cap Equity & Debt Fund
  • AUM
    ₹ 1,481.51 Cr.
  • Expense Ratio
    0.7%
  • 5Y CAGR
    18.78%
Performance
The fund's annualised performance has been 16.63% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.33% vs its category average of 10.76%.
Composition
Equity makes up for the majority of the fund at 77.56% along with the largest allocation towards Pharmaceuticals at 12.35%.
ICICI Pru Equity & Debt Fund
  • AUM
    ₹ 46,700.42 Cr.
  • Expense Ratio
    0.94%
  • 5Y CAGR
    18.54%
Performance
The fund's annualised performance has been 16.85% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.82% vs its category average of 10.76%.
Composition
Equity makes up for the majority of the fund at 74.38% along with the largest allocation towards Private Banks at 15.28%.
Nippon India Multi Asset Allocation Fund
  • AUM
    ₹ 14,737.58 Cr.
  • Expense Ratio
    0.39%
  • 5Y CAGR
    17.7%
Performance
The fund's annualised performance has been 18.7% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.76% vs its category average of 10.5%.
Composition
Equity makes up for the majority of the fund at 56.32% along with the largest allocation towards Others at 23.4%.
HDFC Balanced Advantage Fund
  • AUM
    ₹ 1,05,377.65 Cr.
  • Expense Ratio
    0.75%
  • 5Y CAGR
    17.48%
Performance
The fund's annualised performance has been 14.35% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.27% vs its category average of 8.73%.
Composition
Equity makes up for the majority of the fund at 69.72% along with the largest allocation towards Private Banks at 14.46%.
Edelweiss Aggressive Hybrid Fund
  • AUM
    ₹ 3,308.90 Cr.
  • Expense Ratio
    0.5%
  • 5Y CAGR
    16.5%
Performance
The fund's annualised performance has been 14.08% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.33% vs its category average of 10.76%.
Composition
Equity makes up for the majority of the fund at 71.11% along with the largest allocation towards Investment Banking & Brokerage at 13.64%.
JM Aggressive Hybrid Fund
  • AUM
    ₹ 701.44 Cr.
  • Expense Ratio
    0.87%
  • 5Y CAGR
    15.68%
Performance
The fund's annualised performance has been 13.5% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.6% vs its category average of 10.76%.
Composition
Equity makes up for the majority of the fund at 74.88% along with the largest allocation towards Private Banks at 12.65%.
Quant Aggressive Hybrid Fund
  • AUM
    ₹ 1,808.88 Cr.
  • Expense Ratio
    0.79%
  • 5Y CAGR
    15.57%
Performance
The fund's annualised performance has been 16.68% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.51% vs its category average of 10.76%.
Composition
Equity makes up for the majority of the fund at 71.42% along with the largest allocation towards Power Generation at 16.36%.
SBI Multi Asset Allocation Fund
  • AUM
    ₹ 17,665.99 Cr.
  • Expense Ratio
    0.59%
  • 5Y CAGR
    15.46%
Performance
The fund's annualised performance has been 12.65% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.55% vs its category average of 10.5%.
Composition
Equity makes up for the majority of the fund at 45.43% along with the largest allocation towards Others at 16.34%.

Top 3 Sub-Categories in Hybrid Mutual Funds

Multi Asset Allocation Fund
5Y CAGR of Top Fund
21.98%
Aggressive Hybrid Fund
5Y CAGR of Top Fund
18.78%
Balanced Advantage Fund
5Y CAGR of Top Fund
17.48%
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.