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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: 29
  • 💰 Total AUM: 2,39,105 Cr

Best performing Aggressive Hybrid Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Bank of India Mid & Small Cap Equity & Debt Fund1,481.510.7018.89%21.90%18.78%
ICICI Pru Equity & Debt Fund46,700.420.967.38%18.17%18.54%
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%
Mahindra Manulife Aggressive Hybrid Fund2,264.290.493.85%16.47%15.38%
Kotak Aggressive Hybrid Fund8,641.940.5212.15%16.39%14.94%
Bandhan Aggressive Hybrid Fund1,919.111.2413.21%17.02%14.71%
UTI Aggressive Hybrid Fund6,524.131.234.43%15.06%14.38%
Nippon India Aggressive Hybrid Fund3,958.211.046.54%14.52%13.68%

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Overview of Aggressive Hybrid Mutual Funds

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 10.75%.
Composition
Equity makes up for the majority of the fund at 79.72% along with the largest allocation towards Electrical Components & Equipments at 11.18%.
ICICI Pru Equity & Debt Fund
  • AUM
    ₹ 46,700.42 Cr.
  • Expense Ratio
    0.96%
  • 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 10.75%.
Composition
Equity makes up for the majority of the fund at 74.38% along with the largest allocation towards Private Banks at 15.28%.
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 10.75%.
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 10.75%.
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 10.75%.
Composition
Equity makes up for the majority of the fund at 71.42% along with the largest allocation towards Power Generation at 16.36%.
Mahindra Manulife Aggressive Hybrid Fund
  • AUM
    ₹ 2,264.29 Cr.
  • Expense Ratio
    0.49%
  • 5Y CAGR
    15.38%
Performance
The fund's annualised performance has been 17.52% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.31% vs its category average of 10.75%.
Composition
Equity makes up for the majority of the fund at 77.07% along with the largest allocation towards Private Banks at 17.47%.
Kotak Aggressive Hybrid Fund
  • AUM
    ₹ 8,641.94 Cr.
  • Expense Ratio
    0.52%
  • 5Y CAGR
    14.94%
Performance
The fund's annualised performance has been 13.38% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.13% vs its category average of 10.75%.
Composition
Equity makes up for the majority of the fund at 79.72% along with the largest allocation towards G-Sec at 9.67%.
Bandhan Aggressive Hybrid Fund
  • AUM
    ₹ 1,919.11 Cr.
  • Expense Ratio
    1.24%
  • 5Y CAGR
    14.71%
Performance
The fund's annualised performance has been 12.78% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.29% vs its category average of 10.75%.
Composition
Equity makes up for the majority of the fund at 78.35% along with the largest allocation towards Public Banks at 16.22%.
UTI Aggressive Hybrid Fund
  • AUM
    ₹ 6,524.13 Cr.
  • Expense Ratio
    1.23%
  • 5Y CAGR
    14.38%
Performance
The fund's annualised performance has been 12.72% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.61% vs its category average of 10.75%.
Composition
Equity makes up for the majority of the fund at 69.58% along with the largest allocation towards G-Sec at 13.57%.
Nippon India Aggressive Hybrid Fund
  • AUM
    ₹ 3,958.21 Cr.
  • Expense Ratio
    1.04%
  • 5Y CAGR
    13.68%
Performance
The fund's annualised performance has been 12.19% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.47% vs its category average of 10.75%.
Composition
Equity makes up for the majority of the fund at 71.02% along with the largest allocation towards Private Banks at 14.7%.
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.