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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: 2,31,800 Cr

Best performing Aggressive Hybrid Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR

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Overview of Aggressive Hybrid Mutual Funds

Bank of India Mid & Small Cap Equity & Debt Fund
  • AUM
    ₹ 1,198.04 Cr.
  • Expense Ratio
    0.75%
  • 5Y CAGR
    29.03%
Performance
The fund's annualised performance has been 17.36% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.63% vs its category average of 11.4%.
Composition
Equity makes up for the majority of the fund at 71.52% along with the largest allocation towards Public Banks at 12.13%.
JM Aggressive Hybrid Fund
  • AUM
    ₹ 822.48 Cr.
  • Expense Ratio
    0.56%
  • 5Y CAGR
    29.03%
Performance
The fund's annualised performance has been 14.64% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.53% vs its category average of 11.4%.
Composition
Equity makes up for the majority of the fund at 76.32% along with the largest allocation towards Private Banks at 13.69%.
Quant Absolute Fund
  • AUM
    ₹ 2,102.43 Cr.
  • Expense Ratio
    0.69%
  • 5Y CAGR
    27.53%
Performance
The fund's annualised performance has been 17.12% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.32% vs its category average of 11.4%.
Composition
Equity makes up for the majority of the fund at 70.77% along with the largest allocation towards G-Sec at 21.96%.
ICICI Pru Equity & Debt Fund
  • AUM
    ₹ 43,159.31 Cr.
  • Expense Ratio
    0.97%
  • 5Y CAGR
    27.1%
Performance
The fund's annualised performance has been 17.73% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.81% vs its category average of 11.4%.
Composition
Equity makes up for the majority of the fund at 71.85% along with the largest allocation towards Private Banks at 17.64%.
Mahindra Manulife Aggressive Hybrid Fund
  • AUM
    ₹ 1,705.40 Cr.
  • Expense Ratio
    0.45%
  • 5Y CAGR
    24.24%
Performance
The fund's annualised performance has been 20.36% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.82% vs its category average of 11.4%.
Composition
Equity makes up for the majority of the fund at 75.05% along with the largest allocation towards Private Banks at 17.47%.
Edelweiss Aggressive Hybrid Fund
  • AUM
    ₹ 2,749.34 Cr.
  • Expense Ratio
    0.39%
  • 5Y CAGR
    24.07%
Performance
The fund's annualised performance has been 14.89% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.83% vs its category average of 11.4%.
Composition
Equity makes up for the majority of the fund at 74.35% along with the largest allocation towards Private Banks at 14.21%.
Kotak Equity Hybrid Fund
  • AUM
    ₹ 7,413.46 Cr.
  • Expense Ratio
    0.48%
  • 5Y CAGR
    23.56%
Performance
The fund's annualised performance has been 13.98% 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 11.4%.
Composition
Equity makes up for the majority of the fund at 74.73% along with the largest allocation towards G-Sec at 14.61%.
UTI Aggressive Hybrid Fund
  • AUM
    ₹ 6,254.02 Cr.
  • Expense Ratio
    1.23%
  • 5Y CAGR
    23.27%
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 10.31% vs its category average of 11.4%.
Composition
Equity makes up for the majority of the fund at 67.9% along with the largest allocation towards G-Sec at 19.53%.
Bandhan Aggressive Hybrid Fund
  • AUM
    ₹ 903.65 Cr.
  • Expense Ratio
    0.96%
  • 5Y CAGR
    22.09%
Performance
The fund's annualised performance has been 13.23% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.94% vs its category average of 11.4%.
Composition
Equity makes up for the majority of the fund at 77.23% along with the largest allocation towards Private Banks at 12.87%.
Nippon India Equity Hybrid Fund
  • AUM
    ₹ 3,897.03 Cr.
  • Expense Ratio
    1.13%
  • 5Y CAGR
    21.85%
Performance
The fund's annualised performance has been 12.85% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.85% vs its category average of 11.4%.
Composition
Equity makes up for the majority of the fund at 72.35% along with the largest allocation towards Private Banks at 17.18%.
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.