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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: 30
  • 💰 Total AUM: 2,60,896 Cr

Best performing Aggressive Hybrid Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
ICICI Pru Equity & Debt Fund52,432.511.057.38%15.36%16.66%
Bank of India Mid & Small Cap Equity & Debt Fund1,840.690.9016.29%18.61%15.91%
JM Aggressive Hybrid Fund703.721.095.74%15.20%14.99%
Edelweiss Aggressive Hybrid Fund3,907.280.847.02%15.10%14.92%
Quant Aggressive Hybrid Fund2,174.711.3816.55%14.86%14.42%
Kotak Aggressive Hybrid Fund9,204.970.619.09%14.66%13.71%
Mahindra Manulife Aggressive Hybrid Fund2,633.890.963.97%13.79%13.51%
Bandhan Aggressive Hybrid Fund2,410.240.9013.32%16.08%13.10%
Navi Aggressive Hybrid Fund115.650.6514.49%13.40%12.99%
UTI Aggressive Hybrid Fund6,760.381.245.38%12.53%12.68%

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Overview of Aggressive Hybrid Mutual Funds

ICICI Pru Equity & Debt Fund
  • AUM
    ₹ 52,432.51 Cr.
  • Expense Ratio
    1.05%
  • 5Y CAGR
    16.66%
Performance
The fund's annualised performance has been 16.7% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.99% vs its category average of 10.92%.
Composition
Equity makes up for the majority of the fund at 71.2% along with the largest allocation towards Private Banks at 17.2%.
Bank of India Mid & Small Cap Equity & Debt Fund
  • AUM
    ₹ 1,840.69 Cr.
  • Expense Ratio
    0.9%
  • 5Y CAGR
    15.91%
Performance
The fund's annualised performance has been 16.65% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.06% vs its category average of 10.92%.
Composition
Equity makes up for the majority of the fund at 76.14% along with the largest allocation towards Public Banks at 12.35%.
JM Aggressive Hybrid Fund
  • AUM
    ₹ 703.72 Cr.
  • Expense Ratio
    1.09%
  • 5Y CAGR
    14.99%
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 12.4% vs its category average of 10.92%.
Composition
Equity makes up for the majority of the fund at 78.66% along with the largest allocation towards Private Banks at 13.59%.
Edelweiss Aggressive Hybrid Fund
  • AUM
    ₹ 3,907.28 Cr.
  • Expense Ratio
    0.84%
  • 5Y CAGR
    14.92%
Performance
The fund's annualised performance has been 14.11% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.41% vs its category average of 10.92%.
Composition
Equity makes up for the majority of the fund at 74.58% along with the largest allocation towards Investment Banking & Brokerage at 15.18%.
Quant Aggressive Hybrid Fund
  • AUM
    ₹ 2,174.71 Cr.
  • Expense Ratio
    1.38%
  • 5Y CAGR
    14.42%
Performance
The fund's annualised performance has been 16.78% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.79% vs its category average of 10.92%.
Composition
Equity makes up for the majority of the fund at 68.79% along with the largest allocation towards Power Generation at 16.67%.
Kotak Aggressive Hybrid Fund
  • AUM
    ₹ 9,204.97 Cr.
  • Expense Ratio
    0.61%
  • 5Y CAGR
    13.71%
Performance
The fund's annualised performance has been 13.4% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.56% vs its category average of 10.92%.
Composition
Equity makes up for the majority of the fund at 78.4% along with the largest allocation towards Specialized Finance at 11.77%.
Mahindra Manulife Aggressive Hybrid Fund
  • AUM
    ₹ 2,633.89 Cr.
  • Expense Ratio
    0.96%
  • 5Y CAGR
    13.51%
Performance
The fund's annualised performance has been 17.33% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.37% vs its category average of 10.92%.
Composition
Equity makes up for the majority of the fund at 74.14% along with the largest allocation towards Private Banks at 18.86%.
Bandhan Aggressive Hybrid Fund
  • AUM
    ₹ 2,410.24 Cr.
  • Expense Ratio
    0.9%
  • 5Y CAGR
    13.1%
Performance
The fund's annualised performance has been 13.08% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.33% vs its category average of 10.92%.
Composition
Equity makes up for the majority of the fund at 79.56% along with the largest allocation towards Private Banks at 13.47%.
Navi Aggressive Hybrid Fund
  • AUM
    ₹ 115.65 Cr.
  • Expense Ratio
    0.65%
  • 5Y CAGR
    12.99%
Performance
The fund's annualised performance has been 12.29% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.47% vs its category average of 10.92%.
Composition
Equity makes up for the majority of the fund at 72.98% along with the largest allocation towards Private Banks at 17.81%.
UTI Aggressive Hybrid Fund
  • AUM
    ₹ 6,760.38 Cr.
  • Expense Ratio
    1.24%
  • 5Y CAGR
    12.68%
Performance
The fund's annualised performance has been 12.7% 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 10.92%.
Composition
Equity makes up for the majority of the fund at 70.69% along with the largest allocation towards Private Banks at 13.68%.
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.