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7 Best Aggressive Hybrid Mutual Funds 2023 | Fincash

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7 Best Aggressive Hybrid Mutual Funds 2023

Updated on May 31, 2023 , 23269 views

The aggressive Hybrid Fund is suitable for investors who want to incline towards Investing in Equity Funds, but at the same time wants stability in the Portfolio. This fund is a mix of both equity and hybrid fund. But, since the portion of equity instrument is higher in this fund, it is termed as an aggressive hybrid fund. Investors who would need a guide in choosing good funds from this category, we have shortlisted some of the best aggressive hybrid funds to invest.

What are Aggressive Hybrid Funds?

The aggressive hybrid fund would invest around 65 to 85 percent of its total assets in equity-related instruments and about 20 to 35 percent in debt instruments. Since the fund’s maximum allocation is of equity, it can also be called as a hybrid equity fund.

Since this fund has a portion of a debt instrument, they are relatively less volatile than pure equity Mutual Funds. However, a scheme that invests 65 percent (or above) of its corpus in equities cannot be considered as a risk-free investment.

Who Should Invest?

An investor who can tolerate some level of risk in the investment can consider investing in aggressive hybrid funds. Also, an investor who wants to invest in equities, but at the same time wants to take a safer route can start with this fund.

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Top 7 Best Performing Aggressive Hybrid Funds 2023

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹23.83
↑ 0.16
₹3925.31.412.128.211.1-4.8
ICICI Prudential Equity and Debt Fund Growth ₹252.13
↑ 1.07
₹22,1455.62.313.527.914.911.7
HDFC Hybrid Equity Fund Growth ₹89.787
↑ 0.28
₹19,4396.83.216.32411.98.9
Kotak Equity Hybrid Fund Growth ₹43.218
↑ 0.13
₹3,4685.21.411.523.912.45
UTI Hybrid Equity Fund Growth ₹275.709
↑ 1.07
₹4,44172.814.523.710.55.6
Nippon India Equity Hybrid Fund Growth ₹73.4185
↑ 0.27
₹2,8217.31.914.522.86.26.6
IDFC Hybrid Equity Fund Growth ₹17.963
↑ 0.08
₹5746.91.611.421.79.3-1.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jun 23
*List of funds based on Assets >= 200 Crore & Sorted on 3 Year CAGR Return.

1. JM Equity Hybrid Fund

(Erstwhile JM Balanced Fund)

To provide steady current income as well as long term growth of capital.

JM Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.7% since its launch.  Ranked 35 in Hybrid Equity category.  Return for 2022 was 8.1% , 2021 was 22.9% and 2020 was 30.5% .

Below is the key information for JM Equity Hybrid Fund

JM Equity Hybrid Fund
Growth
Launch Date 1 Apr 95
NAV (02 Jun 23) ₹76.0101 ↑ 0.37   (0.48 %)
Net Assets (Cr) ₹13 on 30 Apr 23
Category Hybrid - Hybrid Equity
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.53
Sharpe Ratio 0.42
Information Ratio 0.82
Alpha Ratio 4.31
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹10,502
31 May 20₹7,738
31 May 21₹13,792
31 May 22₹14,278
31 May 23₹16,833

JM Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for JM Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23

DurationReturns
1 Month 4%
3 Month 5.3%
6 Month 2.6%
1 Year 18%
3 Year 28.4%
5 Year 11.1%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 8.1%
2021 22.9%
2020 30.5%
2019 -8.1%
2018 1.7%
2017 18.5%
2016 3%
2015 -0.2%
2014 33.4%
2013 11.3%
Fund Manager information for JM Equity Hybrid Fund
NameSinceTenure
Asit Bhandarkar31 Dec 211.33 Yr.
Gurvinder Wasan1 Dec 220.41 Yr.
Chaitanya Choksi20 Aug 211.69 Yr.

Data below for JM Equity Hybrid Fund as on 30 Apr 23

Asset Allocation
Asset ClassValue
Cash10.81%
Equity73.74%
Debt15.45%
Equity Sector Allocation
SectorValue
Financial Services29.38%
Industrials11.63%
Consumer Cyclical10.05%
Technology6.39%
Basic Materials3.99%
Utility3.58%
Energy3.15%
Consumer Defensive2.86%
Health Care2.73%
Debt Sector Allocation
SectorValue
Government15.45%
Cash Equivalent10.81%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.38% Govt Stock 2027
Sovereign Bonds | -
8%₹1 Cr100,000
7.26% Govt Stock 2032
Sovereign Bonds | -
8%₹1 Cr100,000
REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | RECLTD
5%₹1 Cr45,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
4%₹1 Cr3,455
Canara Bank (Financial Services)
Equity, Since 28 Feb 23 | CANBK
4%₹1 Cr18,250
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK
4%₹1 Cr6,050
↑ 1,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 20 | ULTRACEMCO
4%₹1 Cr690
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 21 | LT
4%₹0 Cr2,100
Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY
4%₹0 Cr3,875
Gujarat Gas Ltd (Utilities)
Equity, Since 31 Oct 22 | GUJGASLTD
4%₹0 Cr10,000
↓ -2,100

2. BOI AXA Mid and Small Cap Equity and Debt Fund

(Erstwhile BOI AXA Mid Cap Equity And Debt Fund)

The scheme's objective is to provide capital appreciation and income distribution to investors from a portfolio constituting of mid cap equity and equity related securities as well as fixed income securities.However there can be no assurance that the investment objectives of the Scheme will be realized

BOI AXA Mid and Small Cap Equity and Debt Fund is a Hybrid - Hybrid Equity fund was launched on 20 Jul 16. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.5% since its launch.  Return for 2022 was -4.8% , 2021 was 54.5% and 2020 was 31.1% .

Below is the key information for BOI AXA Mid and Small Cap Equity and Debt Fund

BOI AXA Mid and Small Cap Equity and Debt Fund
Growth
Launch Date 20 Jul 16
NAV (02 Jun 23) ₹23.83 ↑ 0.16   (0.68 %)
Net Assets (Cr) ₹392 on 30 Apr 23
Category Hybrid - Hybrid Equity
AMC BOI AXA Investment Mngrs Private Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.65
Sharpe Ratio -0.22
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹9,115
31 May 20₹7,730
31 May 21₹13,352
31 May 22₹14,863
31 May 23₹16,627

BOI AXA Mid and Small Cap Equity and Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for BOI AXA Mid and Small Cap Equity and Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23

DurationReturns
1 Month 2.2%
3 Month 5.3%
6 Month 1.4%
1 Year 12.1%
3 Year 28.2%
5 Year 11.1%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -4.8%
2021 54.5%
2020 31.1%
2019 -4.7%
2018 -14.2%
2017 47.1%
2016
2015
2014
2013
Fund Manager information for BOI AXA Mid and Small Cap Equity and Debt Fund
NameSinceTenure
Alok Singh16 Feb 176.2 Yr.

Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 30 Apr 23

Asset Allocation
Asset ClassValue
Cash18.74%
Equity71.91%
Debt9.35%
Equity Sector Allocation
SectorValue
Basic Materials17.82%
Financial Services16.52%
Consumer Cyclical11.2%
Industrials10.57%
Health Care5.8%
Consumer Defensive5.29%
Technology1.94%
Energy1.24%
Utility1.17%
Communication Services0.36%
Debt Sector Allocation
SectorValue
Cash Equivalent11.11%
Government8.52%
Corporate8.46%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Canara Bank (Financial Services)
Equity, Since 31 Jul 22 | CANBK
5%₹19 Cr600,000
Jindal Stainless Ltd (Basic Materials)
Equity, Since 30 Sep 21 | JSL
5%₹18 Cr630,000
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | UNOMINDA
3%₹14 Cr260,000
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Jan 21 | BALRAMCHIN
3%₹13 Cr306,000
Astral Ltd (Industrials)
Equity, Since 30 Jun 17 | ASTRAL
3%₹12 Cr84,533
Union Bank of India (Financial Services)
Equity, Since 30 Nov 22 | UNIONBANK
3%₹11 Cr1,440,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 16 | NAVINFLUOR
3%₹11 Cr22,500
Sumitomo Chemical India Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jan 20 | SUMICHEM
3%₹10 Cr260,000
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Apr 17 | APLAPOLLO
3%₹10 Cr85,000
↓ -58,000
Abbott India Ltd (Healthcare)
Equity, Since 31 Jan 23 | ABBOTINDIA
2%₹9 Cr4,200

3. ICICI Prudential Equity and Debt Fund

(Erstwhile ICICI Prudential Balanced Fund)

To generate long term capital appreciation and current income from a portfolio that is invested in equity and equity related securities as well as in fixed income securities.

ICICI Prudential Equity and Debt Fund is a Hybrid - Hybrid Equity fund was launched on 3 Nov 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.7% since its launch.  Ranked 7 in Hybrid Equity category.  Return for 2022 was 11.7% , 2021 was 41.7% and 2020 was 9% .

Below is the key information for ICICI Prudential Equity and Debt Fund

ICICI Prudential Equity and Debt Fund
Growth
Launch Date 3 Nov 99
NAV (02 Jun 23) ₹252.13 ↑ 1.07   (0.43 %)
Net Assets (Cr) ₹22,145 on 30 Apr 23
Category Hybrid - Hybrid Equity
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 0.29
Information Ratio 1.24
Alpha Ratio 2.93
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹10,837
31 May 20₹9,368
31 May 21₹14,611
31 May 22₹17,593
31 May 23₹19,956

ICICI Prudential Equity and Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for ICICI Prudential Equity and Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23

DurationReturns
1 Month 2.2%
3 Month 5.6%
6 Month 2.3%
1 Year 13.5%
3 Year 27.9%
5 Year 14.9%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 11.7%
2021 41.7%
2020 9%
2019 9.3%
2018 -1.9%
2017 24.8%
2016 13.7%
2015 2.1%
2014 45.6%
2013 11.2%
Fund Manager information for ICICI Prudential Equity and Debt Fund
NameSinceTenure
Sankaran Naren7 Dec 157.4 Yr.
Manish Banthia19 Sep 139.62 Yr.
Mittul Kalawadia29 Dec 202.34 Yr.
Nikhil Kabra29 Dec 202.34 Yr.
Sri Sharma30 Apr 212 Yr.
Sharmila D’mello31 Jul 220.75 Yr.

Data below for ICICI Prudential Equity and Debt Fund as on 30 Apr 23

Asset Allocation
Asset ClassValue
Cash7.95%
Equity73.33%
Debt18.72%
Equity Sector Allocation
SectorValue
Financial Services20.46%
Consumer Cyclical11.73%
Energy10.06%
Utility7.81%
Communication Services7.07%
Technology6.63%
Health Care3.53%
Industrials2.44%
Basic Materials2.39%
Real Estate0.98%
Consumer Defensive0.2%
Debt Sector Allocation
SectorValue
Government13.56%
Cash Equivalent7.52%
Corporate5.59%
Credit Quality
RatingValue
A2.86%
AA23.49%
AAA73.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 28 Feb 17 | NTPC
8%₹1,730 Cr100,586,403
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
8%₹1,673 Cr18,232,406
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL
6%₹1,437 Cr17,975,237
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Apr 17 | 500312
5%₹1,123 Cr70,664,286
↓ -6,882,136
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 22 | RELIANCE
5%₹1,000 Cr4,133,234
8.51% Govt Stock 2033
Sovereign Bonds | -
4%₹978 Cr97,950,000
Infosys Ltd (Technology)
Equity, Since 30 Jun 16 | INFY
4%₹929 Cr7,413,506
↑ 200,000
7.93% Govt Stock 2034
Sovereign Bonds | -
4%₹839 Cr85,768,010
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | MARUTI
3%₹691 Cr804,828
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 30 Nov 16 | TATAMTRDVR
3%₹671 Cr27,024,763

4. HDFC Hybrid Equity Fund

(Erstwhile HDFC Premier Multi-Cap Fund and HDFC Balanced Fund)

To generate capital appreciation in the long term through equity investments by investing in a diversified portfolio of Mid Cap & Large Cap ‘blue chip’ companies.

HDFC Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 6 Apr 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 57 in Hybrid Equity category.  Return for 2022 was 8.9% , 2021 was 25.7% and 2020 was 13.4% .

Below is the key information for HDFC Hybrid Equity Fund

HDFC Hybrid Equity Fund
Growth
Launch Date 6 Apr 05
NAV (02 Jun 23) ₹89.787 ↑ 0.28   (0.32 %)
Net Assets (Cr) ₹19,439 on 30 Apr 23
Category Hybrid - Hybrid Equity
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 0.46
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹10,674
31 May 20₹8,867
31 May 21₹13,963
31 May 22₹14,895
31 May 23₹17,341

HDFC Hybrid Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for HDFC Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23

DurationReturns
1 Month 2.1%
3 Month 6.8%
6 Month 3.2%
1 Year 16.3%
3 Year 24%
5 Year 11.9%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 8.9%
2021 25.7%
2020 13.4%
2019 7.5%
2018 -2.8%
2017 27.5%
2016 9.7%
2015 3%
2014 51.5%
2013 8.8%
Fund Manager information for HDFC Hybrid Equity Fund
NameSinceTenure
Chirag Setalvad2 Apr 0716.09 Yr.
Anupam Joshi6 Oct 220.57 Yr.
Priya Ranjan1 May 221 Yr.

Data below for HDFC Hybrid Equity Fund as on 30 Apr 23

Asset Allocation
Asset ClassValue
Cash0.77%
Equity68.77%
Debt30.47%
Equity Sector Allocation
SectorValue
Financial Services26.34%
Industrials11.26%
Technology6.91%
Energy6.19%
Consumer Defensive5.12%
Health Care2.6%
Communication Services2.59%
Utility2.56%
Basic Materials2.42%
Consumer Cyclical2.04%
Real Estate0.36%
Debt Sector Allocation
SectorValue
Government24.8%
Corporate5.67%
Cash Equivalent0.77%
Credit Quality
RatingValue
AA4.94%
AAA95.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.1% Govt Stock 2029
Sovereign Bonds | -
8%₹1,503 Cr150,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | ICICIBANK
7%₹1,340 Cr14,600,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
5%₹996 Cr5,900,000
ITC Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 May 15 | ITC
5%₹971 Cr22,814,004
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE
5%₹890 Cr3,675,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 16 | HDFC
4%₹833 Cr3,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 11 | LT
4%₹732 Cr3,096,440
State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN
4%₹723 Cr12,508,071
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
4%₹692 Cr5,523,368
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | 532215
3%₹624 Cr7,250,000

5. Kotak Equity Hybrid Fund

(Erstwhile Kotak Balance Fund)

The objective of the Scheme is to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments.

Kotak Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 3 Nov 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11% since its launch.  Ranked 17 in Hybrid Equity category.  Return for 2022 was 5% , 2021 was 28.9% and 2020 was 15.4% .

Below is the key information for Kotak Equity Hybrid Fund

Kotak Equity Hybrid Fund
Growth
Launch Date 3 Nov 14
NAV (02 Jun 23) ₹43.218 ↑ 0.13   (0.30 %)
Net Assets (Cr) ₹3,468 on 30 Apr 23
Category Hybrid - Hybrid Equity
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio 0.07
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹10,586
31 May 20₹9,123
31 May 21₹14,790
31 May 22₹15,955
31 May 23₹17,817

Kotak Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Kotak Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23

DurationReturns
1 Month 2.4%
3 Month 5.2%
6 Month 1.4%
1 Year 11.5%
3 Year 23.9%
5 Year 12.4%
10 Year
15 Year
Since launch 11%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5%
2021 28.9%
2020 15.4%
2019 14.1%
2018 -6.2%
2017 23.2%
2016 11%
2015 1.9%
2014
2013
Fund Manager information for Kotak Equity Hybrid Fund
NameSinceTenure
Pankaj Tibrewal25 Aug 157.69 Yr.
Abhishek Bisen4 Jun 0913.91 Yr.
Arjun Khanna30 Apr 221 Yr.

Data below for Kotak Equity Hybrid Fund as on 30 Apr 23

Asset Allocation
Asset ClassValue
Cash4.13%
Equity72.39%
Debt23.48%
Equity Sector Allocation
SectorValue
Financial Services20.02%
Industrials11.82%
Basic Materials9.19%
Consumer Cyclical8.65%
Technology5.75%
Health Care5.11%
Consumer Defensive4.34%
Energy3.87%
Real Estate1.9%
Utility1.74%
Debt Sector Allocation
SectorValue
Government19.54%
Cash Equivalent4.13%
Corporate3.94%
Credit Quality
RatingValue
A1.83%
AA3.08%
AAA95.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | ICICIBANK
5%₹171 Cr1,865,708
7.38% Govt Stock 2027
Sovereign Bonds | -
4%₹142 Cr14,034,880
↓ -8,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 11 | HDFCBANK
4%₹140 Cr829,947
8.51% Govt Stock 2033
Sovereign Bonds | -
4%₹124 Cr12,442,800
7.26% Govt Stock 2033
Sovereign Bonds | -
3%₹106 Cr10,500,000
↑ 10,500,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
3%₹105 Cr839,800
State Bank of India (Financial Services)
Equity, Since 31 Aug 12 | SBIN
3%₹105 Cr1,819,100
7.41% Govt Stock 2036
Sovereign Bonds | -
2%₹81 Cr8,000,000
↑ 4,500,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 21 | CARBORUNIV
2%₹81 Cr751,030
↑ 18,407
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 06 | RELIANCE
2%₹77 Cr319,735

6. UTI Hybrid Equity Fund

(Erstwhile UTI Balanced Fund)

The scheme aims to invest in a portfolio of equity/equity related securities and fixed income securities (debt and money market securities) with a view to generating regular income together with capital appreciation.

UTI Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 2 Jan 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.7% since its launch.  Ranked 12 in Hybrid Equity category.  Return for 2022 was 5.6% , 2021 was 30.5% and 2020 was 13.2% .

Below is the key information for UTI Hybrid Equity Fund

UTI Hybrid Equity Fund
Growth
Launch Date 2 Jan 95
NAV (02 Jun 23) ₹275.709 ↑ 1.07   (0.39 %)
Net Assets (Cr) ₹4,441 on 30 Apr 23
Category Hybrid - Hybrid Equity
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 0.38
Information Ratio 1.42
Alpha Ratio 4.1
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹10,091
31 May 20₹8,425
31 May 21₹13,150
31 May 22₹14,246
31 May 23₹16,257

UTI Hybrid Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for UTI Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23

DurationReturns
1 Month 2.5%
3 Month 7%
6 Month 2.8%
1 Year 14.5%
3 Year 23.7%
5 Year 10.5%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.6%
2021 30.5%
2020 13.2%
2019 2.5%
2018 -5.6%
2017 25.7%
2016 8.8%
2015 2.4%
2014 32.8%
2013 6.8%
Fund Manager information for UTI Hybrid Equity Fund
NameSinceTenure
V Srivatsa24 Sep 0913.61 Yr.
Sunil Patil5 Feb 185.23 Yr.

Data below for UTI Hybrid Equity Fund as on 30 Apr 23

Asset Allocation
Asset ClassValue
Cash3.34%
Equity73.32%
Debt23.34%
Equity Sector Allocation
SectorValue
Financial Services25.82%
Technology9.39%
Consumer Cyclical8.85%
Industrials6.56%
Health Care5.75%
Consumer Defensive4.75%
Basic Materials4.71%
Utility2.17%
Communication Services1.89%
Energy1.88%
Real Estate1.52%
Debt Sector Allocation
SectorValue
Government13.96%
Corporate9.38%
Cash Equivalent3.34%
Credit Quality
RatingValue
AA14.95%
AAA85.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK
6%₹263 Cr1,561,247
↓ -105,565
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK
6%₹261 Cr2,845,809
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
4%₹185 Cr781,923
ITC Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC
4%₹183 Cr4,291,176
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
4%₹169 Cr1,349,189
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
3%₹134 Cr483,350
State Bank of India (Financial Services)
Equity, Since 31 Mar 18 | SBIN
3%₹133 Cr2,291,952
7.41% Govt Stock 2036
Sovereign Bonds | -
3%₹127 Cr1,250,000,000
↑ 750,000,000
7.26% Govt Stock 2032
Sovereign Bonds | -
3%₹126 Cr1,250,000,000
HCL Technologies Ltd (Technology)
Equity, Since 31 May 21 | HCLTECH
2%₹98 Cr916,985
↓ -204,098

7. Nippon India Equity Hybrid Fund

(Erstwhile Reliance Regular Savings Fund - Balanced Plan)

The primary investment objective of this option is to generate consistent returns and appreciation of capital by investing in mix of securities comprising of Equity, Equity related instruments & fixed income instruments.

Nippon India Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 8 Jun 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.7% since its launch.  Ranked 8 in Hybrid Equity category.  Return for 2022 was 6.6% , 2021 was 27.8% and 2020 was -5.3% .

Below is the key information for Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund
Growth
Launch Date 8 Jun 05
NAV (02 Jun 23) ₹73.4185 ↑ 0.27   (0.36 %)
Net Assets (Cr) ₹2,821 on 30 Apr 23
Category Hybrid - Hybrid Equity
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.01
Sharpe Ratio 0.24
Information Ratio 1.1
Alpha Ratio 2.79
Min Investment 500
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹9,859
31 May 20₹7,053
31 May 21₹10,975
31 May 22₹11,726
31 May 23₹13,421

Nippon India Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Nippon India Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jun 23

DurationReturns
1 Month 2.6%
3 Month 7.3%
6 Month 1.9%
1 Year 14.5%
3 Year 22.8%
5 Year 6.2%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6.6%
2021 27.8%
2020 -5.3%
2019 3%
2018 -4.9%
2017 29.5%
2016 4.2%
2015 8.7%
2014 43.2%
2013 3.5%
Fund Manager information for Nippon India Equity Hybrid Fund
NameSinceTenure
Meenakshi Dawar10 Sep 211.64 Yr.
Kinjal Desai25 May 184.93 Yr.
Sushil Budhia1 Feb 203.24 Yr.

Data below for Nippon India Equity Hybrid Fund as on 30 Apr 23

Asset Allocation
Asset ClassValue
Cash5.47%
Equity74.54%
Debt19.99%
Equity Sector Allocation
SectorValue
Financial Services27.54%
Industrials9.86%
Technology7.09%
Consumer Defensive6.25%
Consumer Cyclical5.63%
Health Care5.34%
Energy5.08%
Basic Materials2.9%
Communication Services2.49%
Utility1.8%
Real Estate0.54%
Debt Sector Allocation
SectorValue
Corporate14.92%
Cash Equivalent5.47%
Government5.06%
Credit Quality
RatingValue
A3.15%
AA29.71%
AAA67.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
5%₹150 Cr891,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
5%₹144 Cr1,570,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT
5%₹136 Cr575,000
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
5%₹135 Cr1,080,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE
5%₹133 Cr548,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 17 | HDFC
5%₹131 Cr472,236
↓ -40,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK
4%₹104 Cr1,209,000
ITC Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC
3%₹98 Cr2,300,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 11 | SUNPHARMA
3%₹83 Cr840,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN
3%₹75 Cr1,300,000

Why Should One Invest in Aggressive Hybrid Funds (Balanced Funds)

Newbie Investor

The Volatility in the aggressive hybrid fund is marginally lower when compared to a pure equity mutual fund. Therefore, such a fund is ideally suitable for newbie investors who are not very familiar with the stock Market volatility. An investor with a moderate risk profile can consider investing in such mutual fund schemes.

High Returns + Stable Growth

As the fund includes over 20 percent of debt securities, it can ensure stable Income flow along with long-term growth through equity.

How to Invest in Aggressive Hybrid Funds Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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