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: 2,51,229 Cr

Best performing Aggressive Hybrid Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Bank of India Mid & Small Cap Equity & Debt Fund	1,481.51	0.69	6.22%	20.69%	17.39%
ICICI Pru Equity & Debt Fund	50,367.73	0.78	2.21%	16.39%	16.81%
Quant Aggressive Hybrid Fund	2,024.48	0.75	10.14%	16.02%	14.80%
Edelweiss Aggressive Hybrid Fund	3,627.22	0.47	0.04%	14.88%	14.64%
JM Aggressive Hybrid Fund	691.85	1.44	5.43%	15.17%	13.65%
Mahindra Manulife Aggressive Hybrid Fund	2,264.29	0.42	3.16%	13.70%	13.23%
Kotak Aggressive Hybrid Fund	8,641.94	0.51	2.06%	14.10%	12.76%
Bandhan Aggressive Hybrid Fund	1,919.11	0.51	4.32%	14.88%	12.73%
UTI Aggressive Hybrid Fund	6,473.37	1.19	2.54%	12.76%	12.28%
Nippon India Aggressive Hybrid Fund	3,958.21	1.29	0.44%	12.71%	12.16%

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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
0.69%
5Y CAGR
17.39%

Performance

The fund's annualised performance has been 16.33% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.86% vs its category average of 10.62%.

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
₹ 50,367.73 Cr.
Expense Ratio
0.78%
5Y CAGR
16.81%

Performance

The fund's annualised performance has been 16.51% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 9.62% vs its category average of 10.62%.

Composition

Equity makes up for the majority of the fund at 74.2% along with the largest allocation towards Private Banks at 16.01%.

Quant Aggressive Hybrid Fund

AUM
₹ 2,024.48 Cr.
Expense Ratio
0.75%
5Y CAGR
14.8%

Performance

The fund's annualised performance has been 16.67% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.63% vs its category average of 10.62%.

Composition

Equity makes up for the majority of the fund at 71.42% along with the largest allocation towards Power Generation at 16.36%.

Edelweiss Aggressive Hybrid Fund

AUM
₹ 3,627.22 Cr.
Expense Ratio
0.47%
5Y CAGR
14.64%

Performance

The fund's annualised performance has been 13.77% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 10.24% vs its category average of 10.62%.

Composition

Equity makes up for the majority of the fund at 73.69% along with the largest allocation towards Investment Banking & Brokerage at 11.84%.

JM Aggressive Hybrid Fund

AUM
₹ 691.85 Cr.
Expense Ratio
1.44%
5Y CAGR
13.65%

Performance

The fund's annualised performance has been 13% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.33% vs its category average of 10.62%.

Composition

Equity makes up for the majority of the fund at 74.88% along with the largest allocation towards Private Banks at 12.65%.

Mahindra Manulife Aggressive Hybrid Fund

AUM
₹ 2,264.29 Cr.
Expense Ratio
0.42%
5Y CAGR
13.23%

Performance

The fund's annualised performance has been 16.74% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 10.03% vs its category average of 10.62%.

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
0.51%
5Y CAGR
12.76%

Performance

The fund's annualised performance has been 12.95% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.09% vs its category average of 10.62%.

Composition

Equity makes up for the majority of the fund at 79.1% along with the largest allocation towards Specialized Finance at 10.6%.

Bandhan Aggressive Hybrid Fund

AUM
₹ 1,919.11 Cr.
Expense Ratio
0.51%
5Y CAGR
12.73%

Performance

The fund's annualised performance has been 12.36% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 10.97% vs its category average of 10.62%.

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
₹ 6,473.37 Cr.
Expense Ratio
1.19%
5Y CAGR
12.28%

Performance

The fund's annualised performance has been 12.36% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 9.38% vs its category average of 10.62%.

Composition

Equity makes up for the majority of the fund at 69.61% along with the largest allocation towards G-Sec at 12.35%.

Nippon India Aggressive Hybrid Fund

AUM
₹ 3,958.21 Cr.
Expense Ratio
1.29%
5Y CAGR
12.16%

Performance

The fund's annualised performance has been 11.91% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 10.25% vs its category average of 10.62%.

Composition

Equity makes up for the majority of the fund at 72.8% along with the largest allocation towards Private Banks at 14.64%.

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.