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7 Best Aggressive Hybrid Mutual Funds 2019 | Fincash

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7 Best Aggressive Hybrid Mutual Funds 2019

Updated on July 13, 2019 , 4304 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.

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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. Therefore, 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.

Top 7 Best Performing Aggressive Hybrid Funds 2019

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Principal Hybrid Equity Fund Growth ₹75.6
↑ 0.06
₹1,734-3.30.20.911.511.1-1.5
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹747.06
↑ 0.04
₹13,221-1.22.10.7710.2-5
ICICI Prudential Equity and Debt Fund Growth ₹134.83
↑ 0.03
₹26,129-0.24.88.810.711.9-1.9
SBI Equity Hybrid Fund Growth ₹137.047
↑ 0.42
₹29,4091.87.18.510.512.2-0.1
DSP BlackRock Equity and Bond Fund Growth ₹151.645
↑ 0.19
₹6,3500.16.43.79.111.7-5.1
L&T Hybrid Equity Fund Growth ₹26.211
↓ -0.08
₹9,4900.53.9-0.27.911-3.8
Reliance Equity Hybrid Fund Growth ₹53.7168
↓ -0.06
₹11,872-2.81.4-0.87.89.9-4.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Jul 19

1. Principal Hybrid Equity Fund

(Erstwhile Principal Balanced Fund)

Aims to generate long term capital appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.

Principal Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 14 Jan 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.9% since its launch.  Ranked 1 in Hybrid Equity category.  Return for 2018 was -1.5% , 2017 was 36.3% and 2016 was 10.1% .

Below is the key information for Principal Hybrid Equity Fund

Principal Hybrid Equity Fund
Growth
Launch Date 14 Jan 00
NAV (15 Jul 19) ₹75.6 ↑ 0.06   (0.08 %)
Net Assets (Cr) ₹1,734 on 30 Apr 19
Category Hybrid - Hybrid Equity
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.78
Sharpe Ratio -0.29
Information Ratio 0.75
Alpha Ratio -6.42
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
30 Jun 14₹10,000
30 Jun 15₹11,144
30 Jun 16₹11,798
30 Jun 17₹14,724
30 Jun 18₹16,502
30 Jun 19₹16,866

Principal 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 Principal 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 15 Jul 19

DurationReturns
1 Month -0.6%
3 Month -3.3%
6 Month 0.2%
1 Year 0.9%
3 Year 11.5%
5 Year 11.1%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -1.5%
2017 36.3%
2016 10.1%
2015 3.1%
2014 34.9%
2013 7.2%
2012 34.2%
2011 -22%
2010 10.2%
2009 64%
Fund Manager information for Principal Hybrid Equity Fund
NameSinceTenure
Bekxy Kuriakose21 Mar 162.87 Yr.
P.V.K. Mohan27 Jan 127.02 Yr.

Data below for Principal Hybrid Equity Fund as on 30 Apr 19

Asset Allocation
Asset ClassValue
Cash12.27%
Equity71.78%
Debt15.95%
Equity Sector Allocation
SectorValue
Financial Services23.18%
Basic Materials10.1%
Consumer Defensive10.09%
Technology8.66%
Industrials5.85%
Utility4.01%
Energy3.69%
Consumer Cyclical2.88%
Communication Services1.71%
Health Care1.61%
Debt Sector Allocation
SectorValue
Cash Equivalent12.27%
Corporate9.66%
Government6.29%
Credit Quality
RatingValue
A0.67%
AA13.29%
AAA82.62%
Below B3.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps 03-Jun-2019
CBLO/Reverse Repo | -
6%₹105 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
4%₹74 Cr304,203
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
4%₹64 Cr484,300
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹64 Cr1,517,976
State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN
3%₹51 Cr1,437,306
Infosys Ltd (Technology)
Equity, Since 30 Sep 17 | INFY
3%₹50 Cr673,000
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
3%₹44 Cr1,569,532
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | KOTAKBANK
2%₹42 Cr278,716
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 14 | TCS
2%₹41 Cr187,518
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 18 | HDFC
2%₹36 Cr165,000

2. Aditya Birla Sun Life Equity Hybrid 95 Fund

(Erstwhile Aditya Birla Sun Life Balanced 95 Fund)

An Open ended Balanced Scheme with the objective to generate long term growth of capital and current income, through a portfolio with a target allocation of 60% equity and 40% debt and money market securities. The secondary objective is income generation and distribution of dividend.

Aditya Birla Sun Life Equity Hybrid 95 Fund is a Hybrid - Hybrid Equity fund was launched on 10 Feb 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.3% since its launch.  Ranked 3 in Hybrid Equity category.  Return for 2018 was -5% , 2017 was 25.9% and 2016 was 8.9% .

Below is the key information for Aditya Birla Sun Life Equity Hybrid 95 Fund

Aditya Birla Sun Life Equity Hybrid 95 Fund
Growth
Launch Date 10 Feb 95
NAV (15 Jul 19) ₹747.06 ↑ 0.04   (0.01 %)
Net Assets (Cr) ₹13,221 on 30 Apr 19
Category Hybrid - Hybrid Equity
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.41
Sharpe Ratio -0.36
Information Ratio -0.91
Alpha Ratio -8.12
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹11,929
30 Jun 16₹12,853
30 Jun 17₹15,111
30 Jun 18₹15,837
30 Jun 19₹16,283

Aditya Birla Sun Life Equity Hybrid 95 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 Aditya Birla Sun Life Equity Hybrid 95 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jul 19

DurationReturns
1 Month -1.1%
3 Month -1.2%
6 Month 2.1%
1 Year 0.7%
3 Year 7%
5 Year 10.2%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -5%
2017 25.9%
2016 8.9%
2015 3.4%
2014 48.6%
2013 6.1%
2012 24.6%
2011 -13.9%
2010 19.7%
2009 70.2%
Fund Manager information for Aditya Birla Sun Life Equity Hybrid 95 Fund
NameSinceTenure
Mahesh Patil15 Jan 145.38 Yr.
Pranay Sinha26 Aug 153.76 Yr.
Dhaval Shah23 Nov 162.52 Yr.

Data below for Aditya Birla Sun Life Equity Hybrid 95 Fund as on 30 Apr 19

Asset Allocation
Asset ClassValue
Cash5.79%
Equity76.59%
Debt17.62%
Equity Sector Allocation
SectorValue
Financial Services27.24%
Consumer Cyclical9.35%
Technology7.75%
Industrials7.07%
Basic Materials6.99%
Consumer Defensive6.15%
Health Care5.83%
Energy3.97%
Utility1.97%
Communication Services0.27%
Debt Sector Allocation
SectorValue
Corporate14.84%
Cash Equivalent5.79%
Government2.66%
Securitized0.11%
Credit Quality
RatingValue
A7.13%
AA35.74%
AAA56.62%
Below B0.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK
8%₹1,047 Cr4,316,629
↓ -175,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 13 | ICICIBANK
6%₹799 Cr18,846,458
Infosys Ltd (Technology)
Equity, Since 31 May 11 | INFY
4%₹472 Cr6,393,652
State Bank of India (Financial Services)
Equity, Since 30 Jun 16 | SBIN
3%₹364 Cr10,338,700
↓ -1,310,000
Idea Cellular Limited
Debentures | -
2%₹316 Cr3,450
INDIABULLS HOUSING FINANCE LIMITED
Commercial Paper | -
2%₹307 Cr6,200
↑ 6,200
ITC Ltd (Consumer Defensive)
Equity, Since 30 Nov 14 | ITC
2%₹302 Cr10,846,000
↓ -690,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
2%₹290 Cr1,860,680
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE
2%₹277 Cr2,080,000
↑ 772,000
Clearing Corporation Of India Limited
CBLO | -
2%₹211 Cr

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 14.1% since its launch.  Ranked 7 in Hybrid Equity category.  Return for 2018 was -1.9% , 2017 was 24.8% and 2016 was 13.7% .

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 (15 Jul 19) ₹134.83 ↑ 0.03   (0.02 %)
Net Assets (Cr) ₹26,129 on 30 Apr 19
Category Hybrid - Hybrid Equity
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio 0.19
Information Ratio 0.23
Alpha Ratio -1.1
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
30 Jun 14₹10,000
30 Jun 15₹11,706
30 Jun 16₹12,490
30 Jun 17₹15,131
30 Jun 18₹15,963
30 Jun 19₹17,600

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 ₹405,518.
Net Profit of ₹105,518
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 15 Jul 19

DurationReturns
1 Month -0.8%
3 Month -0.2%
6 Month 4.8%
1 Year 8.8%
3 Year 10.7%
5 Year 11.9%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -1.9%
2017 24.8%
2016 13.7%
2015 2.1%
2014 45.6%
2013 11.2%
2012 29.4%
2011 -9.3%
2010 18.6%
2009 50.7%
Fund Manager information for ICICI Prudential Equity and Debt Fund
NameSinceTenure
Sankaran Naren7 Dec 153.23 Yr.
Manish Banthia19 Sep 135.45 Yr.
Priyanka Khandelwal15 Jun 171.71 Yr.
Atul Patel3 Aug 162.57 Yr.

Data below for ICICI Prudential Equity and Debt Fund as on 30 Apr 19

Asset Allocation
Asset ClassValue
Cash8.06%
Equity71.06%
Debt20.81%
Other0.07%
Equity Sector Allocation
SectorValue
Financial Services18.04%
Utility9.02%
Basic Materials8.92%
Energy7.46%
Technology7.35%
Communication Services6.46%
Industrials4.52%
Consumer Cyclical4.31%
Health Care4.18%
Consumer Defensive3.95%
Real Estate0.45%
Debt Sector Allocation
SectorValue
Corporate19.2%
Cash Equivalent8.06%
Government1.12%
Securitized0.49%
Credit Quality
RatingValue
A0.03%
AA60.61%
AAA39.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
7%₹1,841 Cr43,446,000
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
6%₹1,584 Cr118,863,124
↑ 4,297,156
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL
6%₹1,547 Cr44,352,406
↑ 10,273,766
Infosys Ltd (Technology)
Equity, Since 30 Jun 16 | INFY
5%₹1,281 Cr17,361,392
↑ 1,303,917
Net Current Assets
Net Current Assets | -
4%₹1,171 Cr
State Bank of India (Financial Services)
Equity, Since 30 Apr 15 | SBIN
4%₹1,155 Cr32,768,512
↑ 656,167
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Apr 17 | 500312
4%₹1,045 Cr60,799,617
↓ -10,573,776
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | ITC
4%₹928 Cr33,330,397
↑ 384,021
Vedanta Ltd (Basic Materials)
Equity, Since 31 May 17 | 500295
3%₹872 Cr54,318,094
↓ -2,636,183
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Jun 17 | IOC
3%₹781 Cr47,160,183
↑ 434,497

4. SBI Equity Hybrid Fund

(Erstwhile SBI Magnum Balanced Fund)

To provide investors long term capital appreciation along with the liquidity of open-ended scheme by investing in a mix of debt and equity. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in a relatively safe portfolio of debt.

SBI Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 19 Jan 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 10 in Hybrid Equity category.  Return for 2018 was -0.1% , 2017 was 27.7% and 2016 was 3.7% .

Below is the key information for SBI Equity Hybrid Fund

SBI Equity Hybrid Fund
Growth
Launch Date 19 Jan 05
NAV (15 Jul 19) ₹137.047 ↑ 0.42   (0.30 %)
Net Assets (Cr) ₹29,409 on 30 Apr 19
Category Hybrid - Hybrid Equity
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.44
Sharpe Ratio 0.19
Information Ratio -0.29
Alpha Ratio -1.51
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
30 Jun 14₹10,000
30 Jun 15₹12,363
30 Jun 16₹13,054
30 Jun 17₹14,843
30 Jun 18₹16,306
30 Jun 19₹17,998

SBI 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 SBI 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 15 Jul 19

DurationReturns
1 Month -0.1%
3 Month 1.8%
6 Month 7.1%
1 Year 8.5%
3 Year 10.5%
5 Year 12.2%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.1%
2017 27.7%
2016 3.7%
2015 7.4%
2014 43.2%
2013 11.9%
2012 35%
2011 -22.2%
2010 12.5%
2009 64.4%
Fund Manager information for SBI Equity Hybrid Fund
NameSinceTenure
R. Srinivasan1 Jan 127.33 Yr.
Dinesh Ahuja1 Jan 127.33 Yr.

Data below for SBI Equity Hybrid Fund as on 30 Apr 19

Asset Allocation
Asset ClassValue
Cash4.19%
Equity70.89%
Debt24.91%
Equity Sector Allocation
SectorValue
Financial Services32.24%
Consumer Cyclical8.02%
Industrials6.55%
Technology6.4%
Energy4.88%
Consumer Defensive4.48%
Basic Materials4.04%
Communication Services3.13%
Health Care2.49%
Utility0.59%
Debt Sector Allocation
SectorValue
Corporate16.22%
Government8.7%
Cash Equivalent4.19%
Credit Quality
RatingValue
A6.39%
AA16.84%
AAA75.01%
BBB1.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 11 | HDFCBANK
7%₹2,199 Cr9,000,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN
5%₹1,590 Cr44,000,000
7.26% Govt Stock 2029
Sovereign Bonds | -
5%₹1,426 Cr138,934,000
↑ 27,499,700
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | KOTAKBANK
4%₹1,167 Cr7,900,000
↓ -1,100,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
3%₹974 Cr13,300,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 17 | BHARTIARTL
3%₹934 Cr26,955,223
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
3%₹920 Cr2,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
3%₹880 Cr7,019,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Sep 17 | INDIGO
3%₹790 Cr5,070,926
↓ -429,074
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 19 | ICICIPRULI
3%₹777 Cr20,000,000

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 14.5% since its launch.  Ranked 9 in Hybrid Equity category.  Return for 2018 was -5.1% , 2017 was 27.6% and 2016 was 8.3% .

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 (15 Jul 19) ₹151.645 ↑ 0.19   (0.12 %)
Net Assets (Cr) ₹6,350 on 30 Apr 19
Category Hybrid - Hybrid Equity
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 0
Information Ratio -0.2
Alpha Ratio -4.91
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
30 Jun 14₹10,000
30 Jun 15₹12,351
30 Jun 16₹13,066
30 Jun 17₹15,504
30 Jun 18₹16,291
30 Jun 19₹17,633

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 ₹405,518.
Net Profit of ₹105,518
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 15 Jul 19

DurationReturns
1 Month -1.3%
3 Month 0.1%
6 Month 6.4%
1 Year 3.7%
3 Year 9.1%
5 Year 11.7%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -5.1%
2017 27.6%
2016 8.3%
2015 4.8%
2014 45%
2013 -0.4%
2012 26.3%
2011 -17%
2010 15.7%
2009 65%
Fund Manager information for DSP BlackRock Equity and Bond Fund
NameSinceTenure
Vikram Chopra17 Jul 162.87 Yr.
Atul Bhole1 Jun 163 Yr.

Data below for DSP BlackRock Equity and Bond Fund as on 30 Apr 19

Asset Allocation
Asset ClassValue
Cash2.26%
Equity73.44%
Debt24.3%
Equity Sector Allocation
SectorValue
Financial Services29.95%
Consumer Defensive7.68%
Basic Materials7.63%
Technology7.62%
Consumer Cyclical7.2%
Industrials6.97%
Health Care5.62%
Utility0.71%
Debt Sector Allocation
SectorValue
Corporate15.09%
Government9.21%
Cash Equivalent2.26%
Credit Quality
RatingValue
AA35.3%
AAA63.93%
Below B0.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
5%₹334 Cr908,626
↓ -85,977
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 14 | HDFCBANK
5%₹333 Cr1,361,762
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 15 | ICICIBANK
5%₹330 Cr7,558,784
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹227 Cr2,811,835
↑ 80,335
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
3%₹181 Cr1,223,892
↑ 271,223
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
3%₹168 Cr755,081
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | 500696
3%₹162 Cr905,704
Net Receivables/Payables #
Net Current Assets | -
3%₹161 Cr
HDFC Bank Limited
Debentures | -
2%₹151 Cr1,495
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
2%₹149 Cr2,033,426

6. L&T Hybrid Equity Fund

(Erstwhile L&T India Prudence Fund)

To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments

L&T Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 7 Feb 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.1% since its launch.  Ranked 5 in Hybrid Equity category.  Return for 2018 was -3.8% , 2017 was 27.8% and 2016 was 4.3% .

Below is the key information for L&T Hybrid Equity Fund

L&T Hybrid Equity Fund
Growth
Launch Date 7 Feb 11
NAV (15 Jul 19) ₹26.211 ↓ -0.08   (-0.31 %)
Net Assets (Cr) ₹9,490 on 30 Apr 19
Category Hybrid - Hybrid Equity
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio -0.47
Information Ratio 0
Alpha Ratio 0
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
30 Jun 14₹10,000
30 Jun 15₹12,174
30 Jun 16₹12,967
30 Jun 17₹15,600
30 Jun 18₹16,409
30 Jun 19₹16,902

L&T 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 L&T 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 15 Jul 19

DurationReturns
1 Month -1%
3 Month 0.5%
6 Month 3.9%
1 Year -0.2%
3 Year 7.9%
5 Year 11%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -3.8%
2017 27.8%
2016 4.3%
2015 9.9%
2014 44.5%
2013 9.1%
2012 31.4%
2011
2010
2009
Fund Manager information for L&T Hybrid Equity Fund
NameSinceTenure
S.N. Lahiri24 Nov 126.19 Yr.
Shriram Ramanathan30 May 162.68 Yr.
Karan Desai3 Feb 171.99 Yr.

Data below for L&T Hybrid Equity Fund as on 30 Apr 19

Asset Allocation
Asset ClassValue
Cash3.02%
Equity74.74%
Debt20.11%
Other2.13%
Equity Sector Allocation
SectorValue
Financial Services28.68%
Technology11.58%
Industrials7.37%
Consumer Cyclical6.1%
Consumer Defensive5.28%
Health Care4.13%
Basic Materials4.07%
Energy3.77%
Communication Services2.65%
Utility1.01%
Debt Sector Allocation
SectorValue
Corporate10.58%
Government9.54%
Cash Equivalent3.02%
Credit Quality
RatingValue
AA9.79%
AAA90.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
6%₹583 Cr13,750,300
↓ -1,245,200
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 11 | HDFCBANK
6%₹582 Cr2,398,500
↓ -117,900
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 11 | LT
5%₹443 Cr2,843,000
↓ -62,700
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 11 | TCS
4%₹407 Cr1,853,600
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹353 Cr2,655,800
↓ -106,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 532215
4%₹352 Cr4,350,500
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 17 | HCLTECH
3%₹281 Cr2,576,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹249 Cr7,138,000
↑ 1,577,000
RBL Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | RBLBANK
2%₹230 Cr3,341,400
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
2%₹224 Cr1,473,700

7. Reliance 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.

Reliance 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 12.7% since its launch.  Ranked 8 in Hybrid Equity category.  Return for 2018 was -4.9% , 2017 was 29.5% and 2016 was 4.2% .

Below is the key information for Reliance Equity Hybrid Fund

Reliance Equity Hybrid Fund
Growth
Launch Date 8 Jun 05
NAV (15 Jul 19) ₹53.7168 ↓ -0.06   (-0.12 %)
Net Assets (Cr) ₹11,872 on 30 Apr 19
Category Hybrid - Hybrid Equity
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio -0.53
Information Ratio -0.89
Alpha Ratio -10.89
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
30 Jun 14₹10,000
30 Jun 15₹11,734
30 Jun 16₹12,470
30 Jun 17₹14,970
30 Jun 18₹16,026
30 Jun 19₹16,130

Reliance 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 ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Reliance 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 15 Jul 19

DurationReturns
1 Month -1.2%
3 Month -2.8%
6 Month 1.4%
1 Year -0.8%
3 Year 7.8%
5 Year 9.9%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -4.9%
2017 29.5%
2016 4.2%
2015 8.7%
2014 43.2%
2013 3.5%
2012 33.9%
2011 -19.3%
2010 22.1%
2009 75.7%
Fund Manager information for Reliance Equity Hybrid Fund
NameSinceTenure
Sanjay H Parekh2 Apr 126.84 Yr.
Amit Tripathi2 Apr 126.84 Yr.
Kinjal Desai25 May 180.69 Yr.

Data below for Reliance Equity Hybrid Fund as on 30 Apr 19

Asset Allocation
Asset ClassValue
Cash7.56%
Equity74.03%
Debt18.09%
Other0.32%
Equity Sector Allocation
SectorValue
Financial Services29.07%
Basic Materials12.27%
Industrials9.88%
Energy6.94%
Technology3.93%
Consumer Cyclical3.91%
Communication Services2.61%
Consumer Defensive1.97%
Health Care1.7%
Utility1.47%
Debt Sector Allocation
SectorValue
Corporate14.9%
Cash Equivalent7.56%
Securitized2.99%
Government0.2%
Credit Quality
RatingValue
A53.57%
AA2.08%
AAA33.4%
BBB9.15%
Below B1.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
9%₹970 Cr4,000,000
↓ -1,000,000
Yes Bank Limited
Debentures | -
6%₹727 Cr7,953
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Oct 16 | GRASIM
6%₹705 Cr7,961,417
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
5%₹566 Cr13,365,507
State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN
5%₹564 Cr16,000,000
↓ -3,356,750
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE
5%₹559 Cr4,200,000
↑ 400,000
Morgan Credits Private Limited
Debentures | -
5%₹555 Cr5,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT
5%₹538 Cr3,451,300
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
4%₹443 Cr6,000,000
↓ -1,500,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹362 Cr4,479,000
↑ 35,000

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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