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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: 32
  • 💰 Total AUM: 2,54,228 Cr

Best performing Aggressive Hybrid Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
ICICI Pru Equity & Debt Fund48,071.300.9311.00%19.62%22.80%
Bank of India Mid & Small Cap Equity & Debt Fund1,320.720.685.25%18.19%21.15%
Quant Aggressive Hybrid Fund2,110.100.787.88%12.45%20.46%
Mahindra Manulife Aggressive Hybrid Fund2,047.370.456.11%18.05%19.59%
JM Aggressive Hybrid Fund811.300.694.17%19.26%19.05%
Edelweiss Aggressive Hybrid Fund3,412.830.385.74%17.94%18.99%
UTI Aggressive Hybrid Fund6,717.891.213.65%16.79%18.19%
Kotak Aggressive Hybrid Fund8,462.160.472.23%15.82%17.55%
Nippon India Aggressive Hybrid Fund4,133.571.084.41%15.57%17.21%
Bandhan Aggressive Hybrid Fund1,485.760.726.79%16.80%17.13%

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Overview of Aggressive Hybrid Mutual Funds

ICICI Pru Equity & Debt Fund
  • AUM
    ₹ 48,071.30 Cr.
  • Expense Ratio
    0.93%
  • 5Y CAGR
    22.8%
Performance
The fund's annualised performance has been 17.56% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.96% vs its category average of 9.91%.
Composition
Equity makes up for the majority of the fund at 74.7% along with the largest allocation towards Private Banks at 16.71%.
Bank of India Mid & Small Cap Equity & Debt Fund
  • AUM
    ₹ 1,320.72 Cr.
  • Expense Ratio
    0.68%
  • 5Y CAGR
    21.15%
Performance
The fund's annualised performance has been 16.24% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.05% vs its category average of 9.91%.
Composition
Equity makes up for the majority of the fund at 74.27% along with the largest allocation towards Public Banks at 12.87%.
Quant Aggressive Hybrid Fund
  • AUM
    ₹ 2,110.10 Cr.
  • Expense Ratio
    0.78%
  • 5Y CAGR
    20.46%
Performance
The fund's annualised performance has been 16.88% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.51% vs its category average of 9.91%.
Composition
Equity makes up for the majority of the fund at 68.87% along with the largest allocation towards G-Sec at 21.96%.
Mahindra Manulife Aggressive Hybrid Fund
  • AUM
    ₹ 2,047.37 Cr.
  • Expense Ratio
    0.45%
  • 5Y CAGR
    19.59%
Performance
The fund's annualised performance has been 19.44% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.54% vs its category average of 9.91%.
Composition
Equity makes up for the majority of the fund at 75.89% along with the largest allocation towards Private Banks at 17.99%.
JM Aggressive Hybrid Fund
  • AUM
    ₹ 811.30 Cr.
  • Expense Ratio
    0.69%
  • 5Y CAGR
    19.05%
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 11.75% vs its category average of 9.91%.
Composition
Equity makes up for the majority of the fund at 76.46% along with the largest allocation towards Private Banks at 12.67%.
Edelweiss Aggressive Hybrid Fund
  • AUM
    ₹ 3,412.83 Cr.
  • Expense Ratio
    0.38%
  • 5Y CAGR
    18.99%
Performance
The fund's annualised performance has been 14.57% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.74% vs its category average of 9.91%.
Composition
Equity makes up for the majority of the fund at 75.82% along with the largest allocation towards Investment Banking & Brokerage at 13.31%.
UTI Aggressive Hybrid Fund
  • AUM
    ₹ 6,717.89 Cr.
  • Expense Ratio
    1.21%
  • 5Y CAGR
    18.19%
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 9.23% vs its category average of 9.91%.
Composition
Equity makes up for the majority of the fund at 69.01% along with the largest allocation towards G-Sec at 16.33%.
Kotak Aggressive Hybrid Fund
  • AUM
    ₹ 8,462.16 Cr.
  • Expense Ratio
    0.47%
  • 5Y CAGR
    17.55%
Performance
The fund's annualised performance has been 13.69% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.2% vs its category average of 9.91%.
Composition
Equity makes up for the majority of the fund at 75.16% along with the largest allocation towards G-Sec at 15.66%.
Nippon India Aggressive Hybrid Fund
  • AUM
    ₹ 4,133.57 Cr.
  • Expense Ratio
    1.08%
  • 5Y CAGR
    17.21%
Performance
The fund's annualised performance has been 12.73% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.87% vs its category average of 9.91%.
Composition
Equity makes up for the majority of the fund at 71.22% along with the largest allocation towards Private Banks at 14.52%.
Bandhan Aggressive Hybrid Fund
  • AUM
    ₹ 1,485.76 Cr.
  • Expense Ratio
    0.72%
  • 5Y CAGR
    17.13%
Performance
The fund's annualised performance has been 13.25% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.59% vs its category average of 9.91%.
Composition
Equity makes up for the majority of the fund at 78.01% along with the largest allocation towards Private Banks at 13.81%.
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.