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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: 2,52,463 Cr

Best performing Aggressive Hybrid Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
ICICI Pru Equity & Debt Fund50,205.350.922.33%16.94%17.86%
Bank of India Mid & Small Cap Equity & Debt Fund1,360.450.706.57%19.08%17.21%
Edelweiss Aggressive Hybrid Fund3,545.930.362.64%15.93%15.05%
Quant Aggressive Hybrid Fund1,990.390.814.48%12.70%14.91%
Mahindra Manulife Aggressive Hybrid Fund2,196.560.571.95%15.76%14.26%
JM Aggressive Hybrid Fund735.490.852.64%16.56%14.13%
UTI Aggressive Hybrid Fund6,663.351.191.74%14.80%13.64%
Bandhan Aggressive Hybrid Fund1,747.210.586.17%15.43%13.18%
Kotak Aggressive Hybrid Fund8,653.480.474.92%14.08%12.88%
Nippon India Aggressive Hybrid Fund4,063.061.033.03%13.40%12.41%

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Overview of Aggressive Hybrid Mutual Funds

ICICI Pru Equity & Debt Fund
  • AUM
    ₹ 50,205.35 Cr.
  • Expense Ratio
    0.92%
  • 5Y CAGR
    17.86%
Performance
The fund's annualised performance has been 16.35% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.85% vs its category average of 10.91%.
Composition
Equity makes up for the majority of the fund at 73.52% along with the largest allocation towards Private Banks at 14.97%.
Bank of India Mid & Small Cap Equity & Debt Fund
  • AUM
    ₹ 1,360.45 Cr.
  • Expense Ratio
    0.7%
  • 5Y CAGR
    17.21%
Performance
The fund's annualised performance has been 15.38% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.45% vs its category average of 10.91%.
Composition
Equity makes up for the majority of the fund at 71.67% along with the largest allocation towards Public Banks at 12.28%.
Edelweiss Aggressive Hybrid Fund
  • AUM
    ₹ 3,545.93 Cr.
  • Expense Ratio
    0.36%
  • 5Y CAGR
    15.05%
Performance
The fund's annualised performance has been 13.58% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.63% vs its category average of 10.91%.
Composition
Equity makes up for the majority of the fund at 74.21% along with the largest allocation towards Private Banks at 10.92%.
Quant Aggressive Hybrid Fund
  • AUM
    ₹ 1,990.39 Cr.
  • Expense Ratio
    0.81%
  • 5Y CAGR
    14.91%
Performance
The fund's annualised performance has been 15.69% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.79% vs its category average of 10.91%.
Composition
Equity makes up for the majority of the fund at 66.85% along with the largest allocation towards G-Sec at 18.06%.
Mahindra Manulife Aggressive Hybrid Fund
  • AUM
    ₹ 2,196.56 Cr.
  • Expense Ratio
    0.57%
  • 5Y CAGR
    14.26%
Performance
The fund's annualised performance has been 16.81% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.53% vs its category average of 10.91%.
Composition
Equity makes up for the majority of the fund at 76.76% along with the largest allocation towards Private Banks at 18.46%.
JM Aggressive Hybrid Fund
  • AUM
    ₹ 735.49 Cr.
  • Expense Ratio
    0.85%
  • 5Y CAGR
    14.13%
Performance
The fund's annualised performance has been 12.84% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.66% vs its category average of 10.91%.
Composition
Equity makes up for the majority of the fund at 74.98% along with the largest allocation towards Private Banks at 12.46%.
UTI Aggressive Hybrid Fund
  • AUM
    ₹ 6,663.35 Cr.
  • Expense Ratio
    1.19%
  • 5Y CAGR
    13.64%
Performance
The fund's annualised performance has been 12.35% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.79% vs its category average of 10.91%.
Composition
Equity makes up for the majority of the fund at 67.72% along with the largest allocation towards G-Sec at 13.67%.
Bandhan Aggressive Hybrid Fund
  • AUM
    ₹ 1,747.21 Cr.
  • Expense Ratio
    0.58%
  • 5Y CAGR
    13.18%
Performance
The fund's annualised performance has been 11.9% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.74% vs its category average of 10.91%.
Composition
Equity makes up for the majority of the fund at 78.15% along with the largest allocation towards Private Banks at 14.78%.
Kotak Aggressive Hybrid Fund
  • AUM
    ₹ 8,653.48 Cr.
  • Expense Ratio
    0.47%
  • 5Y CAGR
    12.88%
Performance
The fund's annualised performance has been 12.56% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.24% vs its category average of 10.91%.
Composition
Equity makes up for the majority of the fund at 78.75% along with the largest allocation towards Specialized Finance at 10.21%.
Nippon India Aggressive Hybrid Fund
  • AUM
    ₹ 4,063.06 Cr.
  • Expense Ratio
    1.03%
  • 5Y CAGR
    12.41%
Performance
The fund's annualised performance has been 11.7% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.68% vs its category average of 10.91%.
Composition
Equity makes up for the majority of the fund at 71.99% along with the largest allocation towards Private Banks at 14.58%.
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.