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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: 172
  • 💰 Total AUM: 10,80,116 Cr

Best performing Hybrid Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Quant Multi Asset Allocation Fund3,570.310.577.15%24.89%31.51%
Bank of India Mid & Small Cap Equity & Debt Fund1,249.570.742.43%24.17%28.01%
ICICI Pru Equity & Debt Fund44,552.280.966.71%22.12%26.15%
Quant Aggressive Hybrid Fund2,170.310.682.15%16.85%26.02%
HDFC Balanced Advantage Fund1,02,656.420.753.54%22.49%25.09%
ICICI Pru Multi-Asset Fund62,013.620.679.66%22.05%25.01%
JM Aggressive Hybrid Fund861.790.540.83%25.35%23.68%
Mahindra Manulife Aggressive Hybrid Fund1,797.700.466.08%21.09%22.96%
Edelweiss Aggressive Hybrid Fund2,925.620.396.36%21.98%22.83%
Kotak Aggressive Hybrid Fund7,808.180.475.09%18.97%22.19%

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Overview of Hybrid Mutual Funds

Quant Multi Asset Allocation Fund
  • AUM
    ₹ 3,570.31 Cr.
  • Expense Ratio
    0.57%
  • 5Y CAGR
    31.51%
Performance
The fund's annualised performance has been 15.77% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.08% vs its category average of 8.56%.
Composition
Equity makes up for the majority of the fund at 36.7% along with the largest allocation towards Miscellaneous at 35.45%.
Bank of India Mid & Small Cap Equity & Debt Fund
  • AUM
    ₹ 1,249.57 Cr.
  • Expense Ratio
    0.74%
  • 5Y CAGR
    28.01%
Performance
The fund's annualised performance has been 17.34% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.57% vs its category average of 11.43%.
Composition
Equity makes up for the majority of the fund at 74.39% along with the largest allocation towards Public Banks at 12.29%.
ICICI Pru Equity & Debt Fund
  • AUM
    ₹ 44,552.28 Cr.
  • Expense Ratio
    0.96%
  • 5Y CAGR
    26.15%
Performance
The fund's annualised performance has been 17.7% 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 11.43%.
Composition
Equity makes up for the majority of the fund at 72.6% along with the largest allocation towards Private Banks at 16.62%.
Quant Aggressive Hybrid Fund
  • AUM
    ₹ 2,170.31 Cr.
  • Expense Ratio
    0.68%
  • 5Y CAGR
    26.02%
Performance
The fund's annualised performance has been 17.11% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.46% vs its category average of 11.43%.
Composition
Equity makes up for the majority of the fund at 71.01% along with the largest allocation towards G-Sec at 21.22%.
HDFC Balanced Advantage Fund
  • AUM
    ₹ 1,02,656.42 Cr.
  • Expense Ratio
    0.75%
  • 5Y CAGR
    25.09%
Performance
The fund's annualised performance has been 15.32% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.8% vs its category average of 8.27%.
Composition
Equity makes up for the majority of the fund at 66.57% along with the largest allocation towards Private Banks at 14.83%.
ICICI Pru Multi-Asset Fund
  • AUM
    ₹ 62,013.62 Cr.
  • Expense Ratio
    0.67%
  • 5Y CAGR
    25.01%
Performance
The fund's annualised performance has been 16.96% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 7.05% vs its category average of 8.56%.
Composition
Equity makes up for the majority of the fund at 67.76% along with the largest allocation towards Others at 13.19%.
JM Aggressive Hybrid Fund
  • AUM
    ₹ 861.79 Cr.
  • Expense Ratio
    0.54%
  • 5Y CAGR
    23.68%
Performance
The fund's annualised performance has been 14.68% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.59% vs its category average of 11.43%.
Composition
Equity makes up for the majority of the fund at 79.05% along with the largest allocation towards Private Banks at 11.63%.
Mahindra Manulife Aggressive Hybrid Fund
  • AUM
    ₹ 1,797.70 Cr.
  • Expense Ratio
    0.46%
  • 5Y CAGR
    22.96%
Performance
The fund's annualised performance has been 20.32% 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 11.43%.
Composition
Equity makes up for the majority of the fund at 76.4% along with the largest allocation towards Private Banks at 16.88%.
Edelweiss Aggressive Hybrid Fund
  • AUM
    ₹ 2,925.62 Cr.
  • Expense Ratio
    0.39%
  • 5Y CAGR
    22.83%
Performance
The fund's annualised performance has been 14.88% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.87% vs its category average of 11.43%.
Composition
Equity makes up for the majority of the fund at 75.24% along with the largest allocation towards Private Banks at 13.03%.
Kotak Aggressive Hybrid Fund
  • AUM
    ₹ 7,808.18 Cr.
  • Expense Ratio
    0.47%
  • 5Y CAGR
    22.19%
Performance
The fund's annualised performance has been 14.05% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.16% vs its category average of 11.43%.
Composition
Equity makes up for the majority of the fund at 75.35% along with the largest allocation towards G-Sec at 15.26%.

Top 3 Sub-Categories in Hybrid Mutual Funds

Multi Asset Allocation Fund
5Y CAGR of Top Fund
31.51%
Aggressive Hybrid Fund
5Y CAGR of Top Fund
28.01%
Balanced Advantage Fund
5Y CAGR of Top Fund
25.09%
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.