fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
7 Best Aggressive Hybrid Mutual Funds 2025 | Fincash

Fincash » Mutual Funds » Best Aggressive Hybrid Funds

7 Best Aggressive Hybrid Mutual Funds 2025

Updated on June 5, 2025 , 26947 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.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Top 7 Best Performing Aggressive Hybrid Funds 2025

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Equity Hybrid Fund Growth ₹119.835
↑ 1.37
₹8028.3-5.72.623.42727
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹38.65
↑ 0.06
₹1,09515-310.522.627.625.8
ICICI Prudential Equity and Debt Fund Growth ₹388.87
↑ 2.92
₹42,3409.8412.320.725.917.2
UTI Hybrid Equity Fund Growth ₹403.121
↑ 2.14
₹6,1228.7-0.111.318.922.119.7
DSP BlackRock Equity and Bond Fund Growth ₹359.7
↑ 2.31
₹10,8291031618.919.217.7
Nippon India Equity Hybrid Fund Growth ₹104.216
↑ 0.79
₹3,811100.110.117.820.816.1
Franklin India Equity Hybrid Fund Growth ₹271.265
↑ 1.57
₹2,1319.40.610.517.619.717.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
*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 12.6% since its launch.  Ranked 35 in Hybrid Equity category.  Return for 2024 was 27% , 2023 was 33.8% and 2022 was 8.1% .

Below is the key information for JM Equity Hybrid Fund

JM Equity Hybrid Fund
Growth
Launch Date 1 Apr 95
NAV (06 Jun 25) ₹119.835 ↑ 1.37   (1.16 %)
Net Assets (Cr) ₹802 on 30 Apr 25
Category Hybrid - Hybrid Equity
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.36
Sharpe Ratio -0.31
Information Ratio 1.06
Alpha Ratio -6.43
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 20₹10,000
31 May 21₹17,822
31 May 22₹18,451
31 May 23₹21,753
31 May 24₹33,153
31 May 25₹33,812

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 ₹584,107.
Net Profit of ₹284,107
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 6 Jun 25

DurationReturns
1 Month 4.8%
3 Month 8.3%
6 Month -5.7%
1 Year 2.6%
3 Year 23.4%
5 Year 27%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27%
2023 33.8%
2022 8.1%
2021 22.9%
2020 30.5%
2019 -8.1%
2018 1.7%
2017 18.5%
2016 3%
2015 -0.2%
Fund Manager information for JM Equity Hybrid Fund
NameSinceTenure
Satish Ramanathan1 Oct 240.66 Yr.
Asit Bhandarkar31 Dec 213.42 Yr.
Ruchi Fozdar4 Oct 240.66 Yr.
Deepak Gupta11 Apr 250.14 Yr.

Data below for JM Equity Hybrid Fund as on 30 Apr 25

Asset Allocation
Asset ClassValue
Cash5.88%
Equity74.19%
Debt19.94%
Equity Sector Allocation
SectorValue
Financial Services23.42%
Health Care9.25%
Technology9.08%
Consumer Cyclical8.65%
Basic Materials6.54%
Consumer Defensive5.38%
Communication Services4.65%
Utility3.83%
Industrials3.4%
Debt Sector Allocation
SectorValue
Government12.27%
Corporate8.26%
Cash Equivalent5.28%
Credit Quality
RatingValue
AA1.22%
AAA98.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
6.79% Govt Stock 2034
Sovereign Bonds | -
5%₹43 Cr4,150,000
↑ 2,075,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 500034
5%₹38 Cr43,504
↓ -9,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIARTL
5%₹37 Cr200,000
↑ 50,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK
5%₹37 Cr192,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 25 | 532898
4%₹31 Cr1,000,000
REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | 532955
4%₹29 Cr680,500
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK
4%₹29 Cr200,114
↑ 20,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Dec 23 | 532755
3%₹28 Cr185,000
↑ 105,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 21 | LT
3%₹23 Cr68,520
↑ 40,000
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 25 | UJJIVANSFB
3%₹22 Cr5,076,466
↑ 800,000

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 16.4% since its launch.  Return for 2024 was 25.8% , 2023 was 33.7% and 2022 was -4.8% .

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 (06 Jun 25) ₹38.65 ↑ 0.06   (0.16 %)
Net Assets (Cr) ₹1,095 on 30 Apr 25
Category Hybrid - Hybrid Equity
AMC BOI AXA Investment Mngrs Private Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.68
Sharpe Ratio -0.18
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 20₹10,000
31 May 21₹17,273
31 May 22₹19,227
31 May 23₹21,509
31 May 24₹31,864
31 May 25₹34,491

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 ₹598,181.
Net Profit of ₹298,181
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 6 Jun 25

DurationReturns
1 Month 10.3%
3 Month 15%
6 Month -3%
1 Year 10.5%
3 Year 22.6%
5 Year 27.6%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 25.8%
2023 33.7%
2022 -4.8%
2021 54.5%
2020 31.1%
2019 -4.7%
2018 -14.2%
2017 47.1%
2016
2015
Fund Manager information for BOI AXA Mid and Small Cap Equity and Debt Fund
NameSinceTenure
Alok Singh16 Feb 178.29 Yr.

Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 30 Apr 25

Asset Allocation
Asset ClassValue
Cash9.55%
Equity74.53%
Debt15.93%
Equity Sector Allocation
SectorValue
Financial Services15.08%
Basic Materials14.2%
Industrials11.74%
Consumer Cyclical10.18%
Technology8.66%
Health Care7.74%
Consumer Defensive3.86%
Energy1.81%
Utility1.26%
Debt Sector Allocation
SectorValue
Government11.82%
Corporate10.26%
Cash Equivalent3.39%
Credit Quality
RatingValue
AA1.87%
AAA98.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 May 20 | COFORGE
4%₹39 Cr52,800
Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 31 May 24 | HUDCO
3%₹35 Cr1,580,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Dec 23 | DIXON
3%₹35 Cr21,000
Jindal Stainless Ltd (Basic Materials)
Equity, Since 30 Sep 21 | JSL
3%₹32 Cr542,000
Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 24 | BDL
2%₹24 Cr159,000
↑ 114,000
PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 543390
2%₹24 Cr145,000
Lloyds Metals & Energy Ltd (Basic Materials)
Equity, Since 28 Feb 25 | 512455
2%₹21 Cr178,142
Indian Railway Finance Corporation Limited
Debentures | -
2%₹21 Cr2,000,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹20 Cr2,000,000
↑ 2,000,000
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 24 | NAM-INDIA
2%₹20 Cr315,000

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 15.4% since its launch.  Ranked 7 in Hybrid Equity category.  Return for 2024 was 17.2% , 2023 was 28.2% and 2022 was 11.7% .

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 (06 Jun 25) ₹388.87 ↑ 2.92   (0.76 %)
Net Assets (Cr) ₹42,340 on 30 Apr 25
Category Hybrid - Hybrid Equity
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 0.33
Information Ratio 1.85
Alpha Ratio 1.74
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 20₹10,000
31 May 21₹15,597
31 May 22₹18,779
31 May 23₹21,302
31 May 24₹29,127
31 May 25₹32,634

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 ₹570,326.
Net Profit of ₹270,326
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 6 Jun 25

DurationReturns
1 Month 2.4%
3 Month 9.8%
6 Month 4%
1 Year 12.3%
3 Year 20.7%
5 Year 25.9%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 17.2%
2023 28.2%
2022 11.7%
2021 41.7%
2020 9%
2019 9.3%
2018 -1.9%
2017 24.8%
2016 13.7%
2015 2.1%
Fund Manager information for ICICI Prudential Equity and Debt Fund
NameSinceTenure
Sankaran Naren7 Dec 159.49 Yr.
Manish Banthia19 Sep 1311.7 Yr.
Mittul Kalawadia29 Dec 204.42 Yr.
Akhil Kakkar22 Jan 241.36 Yr.
Sri Sharma30 Apr 214.09 Yr.
Sharmila D’mello31 Jul 222.84 Yr.
Nitya Mishra4 Nov 240.57 Yr.

Data below for ICICI Prudential Equity and Debt Fund as on 30 Apr 25

Asset Allocation
Asset ClassValue
Cash13.01%
Equity70.29%
Debt16.19%
Equity Sector Allocation
SectorValue
Financial Services19.92%
Consumer Cyclical11.99%
Energy6.38%
Utility5.52%
Health Care5.31%
Industrials5.23%
Consumer Defensive4.33%
Technology3.25%
Basic Materials3.1%
Communication Services3%
Real Estate2.22%
Debt Sector Allocation
SectorValue
Corporate10.98%
Cash Equivalent10.52%
Government8.22%
Credit Quality
RatingValue
A3.24%
AA27.01%
AAA65.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
7%₹2,898 Cr20,309,765
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
5%₹2,302 Cr64,921,174
↓ -1,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | HDFCBANK
5%₹2,115 Cr10,987,602
↓ -4,267,450
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | MARUTI
5%₹2,103 Cr1,715,417
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
4%₹1,563 Cr8,532,331
↓ -667,107
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 22 | RELIANCE
3%₹1,433 Cr10,201,366
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 23 | 540376
3%₹1,327 Cr3,158,649
↓ -35,319
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL
3%₹1,195 Cr6,408,180
↓ -2,470,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 21 | 532215
3%₹1,179 Cr9,949,340
↓ -518,750
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | 532343
3%₹1,137 Cr4,255,345
↑ 51,594

4. 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 15.1% since its launch.  Ranked 12 in Hybrid Equity category.  Return for 2024 was 19.7% , 2023 was 25.5% and 2022 was 5.6% .

Below is the key information for UTI Hybrid Equity Fund

UTI Hybrid Equity Fund
Growth
Launch Date 2 Jan 95
NAV (06 Jun 25) ₹403.121 ↑ 2.14   (0.53 %)
Net Assets (Cr) ₹6,122 on 30 Apr 25
Category Hybrid - Hybrid Equity
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 0.33
Information Ratio 1.74
Alpha Ratio 1.81
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 20₹10,000
31 May 21₹15,609
31 May 22₹16,910
31 May 23₹19,298
31 May 24₹25,145
31 May 25₹28,056

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 ₹530,691.
Net Profit of ₹230,691
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 6 Jun 25

DurationReturns
1 Month 3.4%
3 Month 8.7%
6 Month -0.1%
1 Year 11.3%
3 Year 18.9%
5 Year 22.1%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 19.7%
2023 25.5%
2022 5.6%
2021 30.5%
2020 13.2%
2019 2.5%
2018 -5.6%
2017 25.7%
2016 8.8%
2015 2.4%
Fund Manager information for UTI Hybrid Equity Fund
NameSinceTenure
V Srivatsa24 Sep 0915.69 Yr.
Sunil Patil5 Feb 187.32 Yr.

Data below for UTI Hybrid Equity Fund as on 30 Apr 25

Asset Allocation
Asset ClassValue
Cash2.73%
Equity68.58%
Debt28.68%
Equity Sector Allocation
SectorValue
Financial Services23.1%
Consumer Cyclical7.8%
Technology6.07%
Energy5.25%
Basic Materials5.17%
Communication Services4.95%
Consumer Defensive4.92%
Industrials4.74%
Health Care3.99%
Utility1.72%
Real Estate0.87%
Debt Sector Allocation
SectorValue
Government22.12%
Corporate6.56%
Cash Equivalent2.73%
Credit Quality
RatingValue
AA1.03%
AAA98.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK
7%₹428 Cr2,223,431
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK
6%₹345 Cr2,418,644
6.92% Govt Stock 2039
Sovereign Bonds | -
4%₹261 Cr2,500,000,000
↑ 1,250,000,000
7.23% Govt Stock 2039
Sovereign Bonds | -
4%₹246 Cr2,300,000,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC
3%₹185 Cr4,343,319
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹176 Cr1,174,984
7.18% Govt Stock 2037
Sovereign Bonds | -
2%₹151 Cr1,425,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | RELIANCE
2%₹142 Cr1,013,325
↑ 114,966
7.32% Govt Stock 2030
Sovereign Bonds | -
2%₹127 Cr1,200,000,000
Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500295
2%₹118 Cr2,820,574
↓ -103,776

5. DSP BlackRock Equity and Bond Fund

Seeks to generate long term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities.

DSP BlackRock Equity and Bond Fund is a Hybrid - Hybrid Equity fund was launched on 27 May 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.8% since its launch.  Ranked 9 in Hybrid Equity category.  Return for 2024 was 17.7% , 2023 was 25.3% and 2022 was -2.7% .

Below is the key information for DSP BlackRock Equity and Bond Fund

DSP BlackRock Equity and Bond Fund
Growth
Launch Date 27 May 99
NAV (06 Jun 25) ₹359.7 ↑ 2.31   (0.65 %)
Net Assets (Cr) ₹10,829 on 30 Apr 25
Category Hybrid - Hybrid Equity
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 0.79
Information Ratio 0.9
Alpha Ratio 7.16
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 20₹10,000
31 May 21₹14,951
31 May 22₹15,153
31 May 23₹17,043
31 May 24₹21,326
31 May 25₹24,956

DSP BlackRock Equity and Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for DSP BlackRock Equity and Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 2.7%
3 Month 10%
6 Month 3%
1 Year 16%
3 Year 18.9%
5 Year 19.2%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 17.7%
2023 25.3%
2022 -2.7%
2021 24.2%
2020 17%
2019 14.2%
2018 -5.1%
2017 27.6%
2016 8.3%
2015 4.8%
Fund Manager information for DSP BlackRock Equity and Bond Fund
NameSinceTenure
Abhishek Singh1 Mar 241.25 Yr.
Shantanu Godambe1 Aug 240.83 Yr.

Data below for DSP BlackRock Equity and Bond Fund as on 30 Apr 25

Asset Allocation
Asset ClassValue
Cash4.34%
Equity66.39%
Debt29.27%
Other0.01%
Equity Sector Allocation
SectorValue
Financial Services30.63%
Consumer Cyclical9.79%
Health Care7.72%
Consumer Defensive6.05%
Technology3.64%
Basic Materials3.48%
Communication Services1.65%
Utility1.48%
Energy1.03%
Industrials0.92%
Debt Sector Allocation
SectorValue
Government20.95%
Corporate8.36%
Cash Equivalent4.3%
Credit Quality
RatingValue
AA8.58%
AAA91.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 14 | HDFCBANK
8%₹822 Cr4,270,582
8.17% Govt Stock 2044
Sovereign Bonds | -
5%₹576 Cr48,000,000
↓ -7,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 15 | ICICIBANK
5%₹554 Cr3,882,861
↑ 194,435
7.81% Govt Stock 2033
Sovereign Bonds | -
4%₹391 Cr37,500,000
↑ 37,500,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | M&M
4%₹386 Cr1,317,286
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹382 Cr3,227,520
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Apr 24 | SBILIFE
4%₹380 Cr2,154,505
↑ 169,567
Cipla Ltd (Healthcare)
Equity, Since 31 May 24 | 500087
3%₹334 Cr2,156,479
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 24 | ITC
3%₹306 Cr7,193,074
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | KOTAKBANK
3%₹280 Cr1,268,082

6. 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 12.4% since its launch.  Ranked 8 in Hybrid Equity category.  Return for 2024 was 16.1% , 2023 was 24.1% and 2022 was 6.6% .

Below is the key information for Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund
Growth
Launch Date 8 Jun 05
NAV (06 Jun 25) ₹104.216 ↑ 0.79   (0.76 %)
Net Assets (Cr) ₹3,811 on 30 Apr 25
Category Hybrid - Hybrid Equity
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.02
Sharpe Ratio 0.12
Information Ratio 1.05
Alpha Ratio -0.77
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 20₹10,000
31 May 21₹15,561
31 May 22₹16,625
31 May 23₹19,028
31 May 24₹24,376
31 May 25₹26,749

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 ₹505,644.
Net Profit of ₹205,644
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 6 Jun 25

DurationReturns
1 Month 3.8%
3 Month 10%
6 Month 0.1%
1 Year 10.1%
3 Year 17.8%
5 Year 20.8%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 16.1%
2023 24.1%
2022 6.6%
2021 27.8%
2020 -5.3%
2019 3%
2018 -4.9%
2017 29.5%
2016 4.2%
2015 8.7%
Fund Manager information for Nippon India Equity Hybrid Fund
NameSinceTenure
Meenakshi Dawar10 Sep 213.72 Yr.
Kinjal Desai25 May 187.02 Yr.
Sushil Budhia1 Feb 205.33 Yr.

Data below for Nippon India Equity Hybrid Fund as on 30 Apr 25

Asset Allocation
Asset ClassValue
Cash5.01%
Equity77.51%
Debt17.49%
Equity Sector Allocation
SectorValue
Financial Services25.51%
Industrials9.43%
Consumer Cyclical7.85%
Technology7.26%
Health Care5.69%
Energy3.92%
Communication Services3.79%
Utility3.71%
Real Estate3.71%
Consumer Defensive3.69%
Basic Materials2.65%
Debt Sector Allocation
SectorValue
Corporate11.78%
Government5.71%
Cash Equivalent5.01%
Credit Quality
RatingValue
A3.38%
AA45.87%
AAA50.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
6%₹228 Cr1,182,356
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
6%₹224 Cr1,570,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
3%₹124 Cr665,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT
3%₹119 Cr354,838
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE
3%₹113 Cr806,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹111 Cr933,200
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
3%₹110 Cr730,000
NTPC Ltd (Utilities)
Equity, Since 31 Aug 20 | 532555
3%₹99 Cr2,800,620
State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN
2%₹80 Cr1,010,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 11 | SUNPHARMA
2%₹73 Cr400,000

7. Franklin India Equity Hybrid Fund

(Erstwhile Franklin India Balanced Fund)

The fund aims to provide long term capital appreciation and current income by investing in equity and equity related securities and high quality fixed income instruments.

Franklin India Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 10 Dec 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Ranked 16 in Hybrid Equity category.  Return for 2024 was 17.7% , 2023 was 22.5% and 2022 was 4.7% .

Below is the key information for Franklin India Equity Hybrid Fund

Franklin India Equity Hybrid Fund
Growth
Launch Date 10 Dec 99
NAV (06 Jun 25) ₹271.265 ↑ 1.57   (0.58 %)
Net Assets (Cr) ₹2,131 on 30 Apr 25
Category Hybrid - Hybrid Equity
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 0.2
Information Ratio 0.98
Alpha Ratio 0.25
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹15,286
31 May 22₹15,915
31 May 23₹17,799
31 May 24₹23,180
31 May 25₹25,494

Franklin 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 ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Franklin 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 6 Jun 25

DurationReturns
1 Month 3.4%
3 Month 9.4%
6 Month 0.6%
1 Year 10.5%
3 Year 17.6%
5 Year 19.7%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 17.7%
2023 22.5%
2022 4.7%
2021 23.8%
2020 13.7%
2019 7.9%
2018 -1.6%
2017 21%
2016 7.6%
2015 4.8%
Fund Manager information for Franklin India Equity Hybrid Fund
NameSinceTenure
Ajay Argal4 Oct 240.66 Yr.
Anuj Tagra7 Mar 241.23 Yr.
Chandni Gupta7 Mar 241.23 Yr.
Sandeep Manam18 Oct 213.62 Yr.
Rajasa Kakulavarapu6 Sep 213.73 Yr.

Data below for Franklin India Equity Hybrid Fund as on 30 Apr 25

Asset Allocation
Asset ClassValue
Cash2.87%
Equity67.16%
Debt29.97%
Equity Sector Allocation
SectorValue
Financial Services22.06%
Consumer Cyclical10.13%
Industrials7.06%
Technology6.61%
Health Care4.33%
Communication Services3.88%
Consumer Defensive3.44%
Energy3.33%
Utility3.07%
Basic Materials2.54%
Real Estate0.71%
Debt Sector Allocation
SectorValue
Corporate25.83%
Government4.14%
Cash Equivalent2.87%
Credit Quality
RatingValue
AA27.48%
AAA72.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
7%₹159 Cr827,500
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹128 Cr900,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
3%₹70 Cr210,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL
3%₹66 Cr353,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
3%₹65 Cr550,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
3%₹63 Cr422,900
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹56 Cr400,000
↑ 30,000
Bharti Telecom Limited 8.65%
Debentures | -
2%₹53 Cr5,000
Bajaj Finance Limited
Debentures | -
2%₹52 Cr5,000
ICICI Home Finance Company Limited
Debentures | -
2%₹51 Cr5,000

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.
How helpful was this page ?
Rated 5, based on 4 reviews.
POST A COMMENT