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Aggressive Hybrid Mutual Funds

Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

  • ⏱ Horizon: Long
  • 🔢 Total funds: 33
  • 💰 Total AUM: 2,53,491 Cr

Best performing Aggressive Hybrid Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
ICICI Pru Equity & Debt Fund49,640.800.9213.18%20.08%20.51%
Bank of India Mid & Small Cap Equity & Debt Fund1,349.380.686.64%20.02%20.08%
Quant Aggressive Hybrid Fund2,077.940.8111.38%14.86%17.98%
Mahindra Manulife Aggressive Hybrid Fund2,108.490.439.81%18.72%17.15%
Edelweiss Aggressive Hybrid Fund3,480.410.389.20%18.31%16.84%
JM Aggressive Hybrid Fund753.460.722.31%19.70%16.76%
UTI Aggressive Hybrid Fund6,654.141.198.22%17.22%15.87%
Kotak Aggressive Hybrid Fund8,508.930.479.89%16.79%15.47%
Bandhan Aggressive Hybrid Fund1,575.750.6413.13%17.80%15.39%
Nippon India Aggressive Hybrid Fund4,024.551.079.58%16.18%14.92%

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Overview of Aggressive Hybrid Mutual Funds

ICICI Pru Equity & Debt Fund
  • AUM
    ₹ 49,640.80 Cr.
  • Expense Ratio
    0.92%
  • 5Y CAGR
    20.51%
Performance
The fund's annualised performance has been 17.32% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.64% vs its category average of 9.44%.
Composition
Equity makes up for the majority of the fund at 73.55% along with the largest allocation towards Private Banks at 15.7%.
Bank of India Mid & Small Cap Equity & Debt Fund
  • AUM
    ₹ 1,349.38 Cr.
  • Expense Ratio
    0.68%
  • 5Y CAGR
    20.08%
Performance
The fund's annualised performance has been 16.13% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.7% vs its category average of 9.44%.
Composition
Equity makes up for the majority of the fund at 76.22% along with the largest allocation towards Public Banks at 13.74%.
Quant Aggressive Hybrid Fund
  • AUM
    ₹ 2,077.94 Cr.
  • Expense Ratio
    0.81%
  • 5Y CAGR
    17.98%
Performance
The fund's annualised performance has been 16.47% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.63% vs its category average of 9.44%.
Composition
Equity makes up for the majority of the fund at 68.99% along with the largest allocation towards Power Generation at 17.73%.
Mahindra Manulife Aggressive Hybrid Fund
  • AUM
    ₹ 2,108.49 Cr.
  • Expense Ratio
    0.43%
  • 5Y CAGR
    17.15%
Performance
The fund's annualised performance has been 18.79% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.23% vs its category average of 9.44%.
Composition
Equity makes up for the majority of the fund at 75.46% along with the largest allocation towards Private Banks at 17.31%.
Edelweiss Aggressive Hybrid Fund
  • AUM
    ₹ 3,480.41 Cr.
  • Expense Ratio
    0.38%
  • 5Y CAGR
    16.84%
Performance
The fund's annualised performance has been 14.36% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.39% vs its category average of 9.44%.
Composition
Equity makes up for the majority of the fund at 75.15% along with the largest allocation towards Investment Banking & Brokerage at 12.64%.
JM Aggressive Hybrid Fund
  • AUM
    ₹ 753.46 Cr.
  • Expense Ratio
    0.72%
  • 5Y CAGR
    16.76%
Performance
The fund's annualised performance has been 13.81% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.46% vs its category average of 9.44%.
Composition
Equity makes up for the majority of the fund at 72.79% along with the largest allocation towards Private Banks at 17.29%.
UTI Aggressive Hybrid Fund
  • AUM
    ₹ 6,654.14 Cr.
  • Expense Ratio
    1.19%
  • 5Y CAGR
    15.87%
Performance
The fund's annualised performance has been 13.22% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.77% vs its category average of 9.44%.
Composition
Equity makes up for the majority of the fund at 67.79% along with the largest allocation towards G-Sec at 13.46%.
Kotak Aggressive Hybrid Fund
  • AUM
    ₹ 8,508.93 Cr.
  • Expense Ratio
    0.47%
  • 5Y CAGR
    15.47%
Performance
The fund's annualised performance has been 13.54% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.78% vs its category average of 9.44%.
Composition
Equity makes up for the majority of the fund at 77.32% along with the largest allocation towards G-Sec at 14.34%.
Bandhan Aggressive Hybrid Fund
  • AUM
    ₹ 1,575.75 Cr.
  • Expense Ratio
    0.64%
  • 5Y CAGR
    15.39%
Performance
The fund's annualised performance has been 13.05% 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 9.44%.
Composition
Equity makes up for the majority of the fund at 77.65% along with the largest allocation towards Private Banks at 13.55%.
Nippon India Aggressive Hybrid Fund
  • AUM
    ₹ 4,024.55 Cr.
  • Expense Ratio
    1.07%
  • 5Y CAGR
    14.92%
Performance
The fund's annualised performance has been 12.5% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.42% vs its category average of 9.44%.
Composition
Equity makes up for the majority of the fund at 71.91% along with the largest allocation towards Private Banks at 14.91%.
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.