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7 Best Aggressive Hybrid Mutual Funds 2021 | Fincash

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7 Best Aggressive Hybrid Mutual Funds 2021

Updated on December 1, 2021 , 18147 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 2021

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹23.21
↓ -0.03
₹3463.421.152.822.818.331.1
Kotak Equity Hybrid Fund Growth ₹39.467
↓ -0.17
₹2,1322.2932.819.414.215.4
ICICI Prudential Equity and Debt Fund Growth ₹214.73
↓ -1.49
₹18,7405.615.947.519.215.69
DSP BlackRock Equity and Bond Fund Growth ₹236.012
↓ -1.03
₹7,559-0.79.328.318.314.517
BNP Paribas Substantial Equity Hybrid Fund Growth ₹18.1746
↓ -0.10
₹731-1.2627.418 14.9
Canara Robeco Equity Debt Allocation Fund Growth ₹242.78
↓ -1.47
₹7,141-1.28.825.817.415.219.7
SBI Equity Hybrid Fund Growth ₹201.156
↓ -1.24
₹48,0430.49.727.316.814.412.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Dec 21
*List of funds based on Assets >= 200 Crore & Sorted on 3 Year CAGR Return.

1. 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 17% since its launch.  Return for 2020 was 31.1% , 2019 was -4.7% and 2018 was -14.2% .

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 (03 Dec 21) ₹23.21 ↓ -0.03   (-0.13 %)
Net Assets (Cr) ₹346 on 31 Oct 21
Category Hybrid - Hybrid Equity
AMC BOI AXA Investment Mngrs Private Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio 4.4
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
30 Nov 16₹10,000
30 Nov 17₹13,998
30 Nov 18₹12,259
30 Nov 19₹11,807
30 Nov 20₹14,784
30 Nov 21₹22,672

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 ₹481,656.
Net Profit of ₹181,656
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 3 Dec 21

DurationReturns
1 Month 1.4%
3 Month 3.4%
6 Month 21.1%
1 Year 52.8%
3 Year 22.8%
5 Year 18.3%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2020 31.1%
2019 -4.7%
2018 -14.2%
2017 47.1%
2016
2015
2014
2013
2012
2011
Fund Manager information for BOI AXA Mid and Small Cap Equity and Debt Fund
NameSinceTenure
Alok Singh16 Feb 174.71 Yr.
Ajay Khandelwal1 Dec 173.92 Yr.

Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 31 Oct 21

Asset Allocation
Asset ClassValue
Cash15.59%
Equity80.35%
Debt4.06%
Equity Sector Allocation
SectorValue
Basic Materials18.49%
Technology14.98%
Consumer Cyclical10.89%
Financial Services10.27%
Health Care9.55%
Industrials7.36%
Communication Services4.62%
Consumer Defensive2.07%
Utility1.44%
Real Estate0.68%
Debt Sector Allocation
SectorValue
Cash Equivalent14.16%
Corporate4.07%
Government1.42%
Credit Quality
RatingValue
AA12.46%
AAA87.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Astral Ltd (Industrials)
Equity, Since 30 Jun 17 | ASTRAL
4%₹14 Cr63,400
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 20 | PERSISTENT
4%₹14 Cr35,000
↓ -3,000
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Apr 17 | 533758
4%₹14 Cr170,000
Atul Ltd (Basic Materials)
Equity, Since 31 May 19 | ATUL
3%₹12 Cr12,700
Minda Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 532539
3%₹11 Cr146,000
Computer Age Management Services Ltd Ordinary Shares (Technology)
Equity, Since 30 Nov 20 | 543232
3%₹11 Cr36,700
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 16 | 532504
3%₹10 Cr30,000
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 May 20 | 540750
3%₹10 Cr139,000
↓ -10,000
Central Depository Services (India) Ltd (Financial Services)
Equity, Since 30 Nov 20 | CDSL
3%₹10 Cr72,000
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 May 20 | 542216
3%₹9 Cr47,000

2. 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 12% since its launch.  Ranked 17 in Hybrid Equity category.  Return for 2020 was 15.4% , 2019 was 14.1% and 2018 was -6.2% .

Below is the key information for Kotak Equity Hybrid Fund

Kotak Equity Hybrid Fund
Growth
Launch Date 3 Nov 14
NAV (03 Dec 21) ₹39.467 ↓ -0.17   (-0.42 %)
Net Assets (Cr) ₹2,132 on 31 Oct 21
Category Hybrid - Hybrid Equity
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 3.73
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
30 Nov 16₹10,000
30 Nov 17₹11,807
30 Nov 18₹11,250
30 Nov 19₹12,834
30 Nov 20₹14,254
30 Nov 21₹19,012

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 ₹436,710.
Net Profit of ₹136,710
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 3 Dec 21

DurationReturns
1 Month -1.3%
3 Month 2.2%
6 Month 9%
1 Year 32.8%
3 Year 19.4%
5 Year 14.2%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2020 15.4%
2019 14.1%
2018 -6.2%
2017 23.2%
2016 11%
2015 1.9%
2014
2013
2012
2011
Fund Manager information for Kotak Equity Hybrid Fund
NameSinceTenure
Pankaj Tibrewal25 Aug 156.19 Yr.
Abhishek Bisen4 Jun 0912.42 Yr.

Data below for Kotak Equity Hybrid Fund as on 31 Oct 21

Asset Allocation
Asset ClassValue
Cash6.77%
Equity76.51%
Debt16.72%
Equity Sector Allocation
SectorValue
Financial Services20.83%
Industrials12.19%
Basic Materials9.71%
Technology8.33%
Consumer Cyclical8.03%
Health Care5.89%
Energy4.84%
Consumer Defensive4.6%
Real Estate2.12%
Utility1.79%
Debt Sector Allocation
SectorValue
Government14.82%
Cash Equivalent6.77%
Corporate1.9%
Credit Quality
RatingValue
AA6.18%
AAA93.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | ICICIBANK
6%₹126 Cr1,575,708
GOVT STOCK
Sovereign Bonds | -
5%₹116 Cr11,442,800
↑ 3,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 11 | HDFCBANK
5%₹97 Cr609,947
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
4%₹96 Cr574,800
State Bank of India (Financial Services)
Equity, Since 31 Aug 12 | SBIN
4%₹82 Cr1,639,100
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 06 | RELIANCE
3%₹64 Cr252,027
6.64% Govt Stock 2035
Sovereign Bonds | -
3%₹54 Cr5,500,000
↓ -500,000
Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | 532548
3%₹53 Cr988,670
↓ -32,466
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Nov 12 | TCS
2%₹45 Cr133,852
Cnx Nifty-Nov2021
- | -
2%-₹45 Cr25,350
↑ 25,350

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 14.9% since its launch.  Ranked 7 in Hybrid Equity category.  Return for 2020 was 9% , 2019 was 9.3% and 2018 was -1.9% .

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 (03 Dec 21) ₹214.73 ↓ -1.49   (-0.69 %)
Net Assets (Cr) ₹18,740 on 31 Oct 21
Category Hybrid - Hybrid Equity
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 3.53
Information Ratio 0.24
Alpha Ratio 15.98
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 Nov 16₹10,000
30 Nov 17₹12,121
30 Nov 18₹11,968
30 Nov 19₹13,135
30 Nov 20₹13,337
30 Nov 21₹20,214

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 ₹447,579.
Net Profit of ₹147,579
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 3 Dec 21

DurationReturns
1 Month -2.7%
3 Month 5.6%
6 Month 15.9%
1 Year 47.5%
3 Year 19.2%
5 Year 15.6%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 9%
2019 9.3%
2018 -1.9%
2017 24.8%
2016 13.7%
2015 2.1%
2014 45.6%
2013 11.2%
2012 29.4%
2011 -9.3%
Fund Manager information for ICICI Prudential Equity and Debt Fund
NameSinceTenure
Sankaran Naren7 Dec 155.91 Yr.
Manish Banthia19 Sep 138.12 Yr.
Mittul Kalawadia29 Dec 200.84 Yr.
Nikhil Kabra29 Dec 200.84 Yr.
Priyanka Khandelwal15 Jun 174.38 Yr.
Sri Sharma30 Apr 210.51 Yr.

Data below for ICICI Prudential Equity and Debt Fund as on 31 Oct 21

Asset Allocation
Asset ClassValue
Cash7.63%
Equity77.02%
Debt15.35%
Equity Sector Allocation
SectorValue
Financial Services19.43%
Utility8.67%
Consumer Cyclical8.64%
Communication Services7.91%
Energy7.5%
Technology6.81%
Basic Materials6.41%
Health Care3.98%
Industrials3.52%
Consumer Defensive2.69%
Real Estate0.73%
Debt Sector Allocation
SectorValue
Corporate12.02%
Cash Equivalent7.63%
Government3.33%
Credit Quality
RatingValue
A1.7%
AA65.71%
AAA32.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
8%₹1,585 Cr19,768,000
↓ -1,232,000
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
8%₹1,441 Cr108,607,315
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL
7%₹1,373 Cr20,028,786
↑ 1,678,129
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Apr 17 | 500312
5%₹969 Cr65,012,457
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Mar 17 | HINDALCO
4%₹815 Cr17,734,248
↑ 1,046,468
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
4%₹744 Cr9,364,267
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 30 Nov 16 | TATAMTRDVR
4%₹736 Cr29,914,439
↓ -1,721,589
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH
3%₹598 Cr5,224,168
↑ 2,208,104
Infosys Ltd (Technology)
Equity, Since 30 Jun 16 | INFY
3%₹501 Cr3,001,406
↑ 1,263,611
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | ITC
2%₹442 Cr19,808,734

4. 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 15.1% since its launch.  Ranked 9 in Hybrid Equity category.  Return for 2020 was 17% , 2019 was 14.2% and 2018 was -5.1% .

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 (03 Dec 21) ₹236.012 ↓ -1.03   (-0.44 %)
Net Assets (Cr) ₹7,559 on 31 Oct 21
Category Hybrid - Hybrid Equity
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 3.3
Information Ratio 0.46
Alpha Ratio 5.56
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 Nov 16₹10,000
30 Nov 17₹12,038
30 Nov 18₹11,691
30 Nov 19₹13,301
30 Nov 20₹14,937
30 Nov 21₹19,227

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 ₹436,710.
Net Profit of ₹136,710
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 3 Dec 21

DurationReturns
1 Month -2%
3 Month -0.7%
6 Month 9.3%
1 Year 28.3%
3 Year 18.3%
5 Year 14.5%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 17%
2019 14.2%
2018 -5.1%
2017 27.6%
2016 8.3%
2015 4.8%
2014 45%
2013 -0.4%
2012 26.3%
2011 -17%
Fund Manager information for DSP BlackRock Equity and Bond Fund
NameSinceTenure
Vikram Chopra17 Jul 165.3 Yr.
Atul Bhole1 Jun 165.42 Yr.
Abhishek Ghosh1 Jan 210.83 Yr.

Data below for DSP BlackRock Equity and Bond Fund as on 31 Oct 21

Asset Allocation
Asset ClassValue
Cash3.86%
Equity74.21%
Debt21.94%
Equity Sector Allocation
SectorValue
Financial Services30.53%
Consumer Cyclical9.44%
Basic Materials9.23%
Technology6.72%
Industrials5.76%
Consumer Defensive5.43%
Health Care4.43%
Utility2.66%
Debt Sector Allocation
SectorValue
Government19.44%
Cash Equivalent3.86%
Corporate2.5%
Credit Quality
RatingValue
AA3.63%
AAA96.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 15 | ICICIBANK
7%₹524 Cr6,528,195
5.63% Govt Stock 2026
Sovereign Bonds | -
6%₹479 Cr48,000,000
↑ 500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 14 | HDFCBANK
5%₹391 Cr2,470,307
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 17 | ULTRACEMCO
3%₹225 Cr294,754
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | 540376
3%₹223 Cr481,299
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY
3%₹214 Cr1,280,367
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
3%₹212 Cr286,048
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Nov 19 | 532978
3%₹210 Cr117,734
7.26% Govt Stock 2029
Sovereign Bonds | -
2%₹183 Cr17,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
2%₹160 Cr2,155,853

5. BNP Paribas Substantial Equity Hybrid Fund

(Erstwhile BNP Paribas Balanced Fund)

The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns

BNP Paribas Substantial Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 7 Apr 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.7% since its launch.  Return for 2020 was 14.9% , 2019 was 16.3% and 2018 was 0.4% .

Below is the key information for BNP Paribas Substantial Equity Hybrid Fund

BNP Paribas Substantial Equity Hybrid Fund
Growth
Launch Date 7 Apr 17
NAV (03 Dec 21) ₹18.1746 ↓ -0.10   (-0.56 %)
Net Assets (Cr) ₹731 on 31 Oct 21
Category Hybrid - Hybrid Equity
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 3.41
Information Ratio 0.66
Alpha Ratio 7.87
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
30 Nov 17₹10,731
30 Nov 18₹10,867
30 Nov 19₹12,698
30 Nov 20₹13,851
30 Nov 21₹17,781

BNP Paribas Substantial 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 ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for BNP Paribas Substantial 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 3 Dec 21

DurationReturns
1 Month -3.6%
3 Month -1.2%
6 Month 6%
1 Year 27.4%
3 Year 18%
5 Year
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 14.9%
2019 16.3%
2018 0.4%
2017
2016
2015
2014
2013
2012
2011
Fund Manager information for BNP Paribas Substantial Equity Hybrid Fund
NameSinceTenure
Karthikraj Lakshmanan7 Apr 174.57 Yr.
Mayank Prakash7 Apr 174.57 Yr.

Data below for BNP Paribas Substantial Equity Hybrid Fund as on 31 Oct 21

Asset Allocation
Asset ClassValue
Cash6.49%
Equity74.67%
Debt18.84%
Equity Sector Allocation
SectorValue
Financial Services31.67%
Technology6.42%
Consumer Defensive5.84%
Consumer Cyclical5.72%
Basic Materials5.68%
Industrials5.59%
Energy5.38%
Health Care4.6%
Communication Services2.89%
Real Estate0.89%
Debt Sector Allocation
SectorValue
Government15.24%
Cash Equivalent6.49%
Corporate3.6%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK
7%₹50 Cr623,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 21 | RELIANCE
5%₹39 Cr155,000
↑ 15,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFCBANK
4%₹28 Cr180,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 21 | 500034
4%₹27 Cr37,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹23 Cr315,000
↓ -35,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 17 | INFY
3%₹23 Cr135,000
Power Finance Corporation Ltd.
Debentures | -
3%₹20 Cr200
↑ 50
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Jul 21 | 540719
3%₹19 Cr170,000
↑ 40,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 20 | TCS
3%₹19 Cr55,000
↓ -45,000
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 Oct 21 | TATAMTRDVR
3%₹18 Cr750,000
↑ 750,000

6. Canara Robeco Equity Debt Allocation Fund

(Erstwhile Canara Robeco Balance)

To seek to generate long term capital appreciation and/or income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities). However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Equity Debt Allocation Fund is a Hybrid - Hybrid Equity fund was launched on 1 Feb 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.7% since its launch.  Ranked 14 in Hybrid Equity category.  Return for 2020 was 19.7% , 2019 was 11.7% and 2018 was 1.3% .

Below is the key information for Canara Robeco Equity Debt Allocation Fund

Canara Robeco Equity Debt Allocation Fund
Growth
Launch Date 1 Feb 93
NAV (03 Dec 21) ₹242.78 ↓ -1.47   (-0.60 %)
Net Assets (Cr) ₹7,141 on 15 Nov 21
Category Hybrid - Hybrid Equity
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 3.12
Information Ratio 0.48
Alpha Ratio 2.02
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
30 Nov 16₹10,000
30 Nov 17₹11,992
30 Nov 18₹12,352
30 Nov 19₹13,731
30 Nov 20₹15,807
30 Nov 21₹19,854

Canara Robeco Equity Debt Allocation Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Canara Robeco Equity Debt Allocation Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Dec 21

DurationReturns
1 Month -2.5%
3 Month -1.2%
6 Month 8.8%
1 Year 25.8%
3 Year 17.4%
5 Year 15.2%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 19.7%
2019 11.7%
2018 1.3%
2017 25.2%
2016 3.6%
2015 6.1%
2014 45.7%
2013 4.1%
2012 26.4%
2011 -9.8%
Fund Manager information for Canara Robeco Equity Debt Allocation Fund
NameSinceTenure
Avnish Jain7 Oct 138.07 Yr.
Shridatta Bhandwaldar5 Jul 165.33 Yr.
Ennette Fernandes1 Oct 210.08 Yr.

Data below for Canara Robeco Equity Debt Allocation Fund as on 15 Nov 21

Asset Allocation
Asset ClassValue
Cash5.4%
Equity71.83%
Debt22.77%
Equity Sector Allocation
SectorValue
Financial Services22.45%
Consumer Cyclical11.15%
Technology10.08%
Basic Materials7.26%
Industrials6.44%
Health Care5.49%
Consumer Defensive3.23%
Energy3.15%
Real Estate0.92%
Communication Services0.84%
Utility0.81%
Debt Sector Allocation
SectorValue
Government17.69%
Cash Equivalent5.4%
Corporate5.09%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 May 10 | INFY
6%₹398 Cr2,225,472
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 11 | ICICIBANK
6%₹393 Cr5,082,600
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
5%₹332 Cr2,134,950
State Bank of India (Financial Services)
Equity, Since 31 Jan 21 | SBIN
3%₹241 Cr4,750,000
↑ 200,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
3%₹225 Cr873,900
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹199 Cr263,908
364 DTB 11032022
Sovereign Bonds | -
3%₹198 Cr20,000,000
↑ 20,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹189 Cr971,418
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
2%₹177 Cr497,165
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
2%₹158 Cr528,000

7. 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 15.7% since its launch.  Ranked 10 in Hybrid Equity category.  Return for 2020 was 12.9% , 2019 was 13.5% and 2018 was -0.1% .

Below is the key information for SBI Equity Hybrid Fund

SBI Equity Hybrid Fund
Growth
Launch Date 19 Jan 05
NAV (03 Dec 21) ₹201.156 ↓ -1.24   (-0.61 %)
Net Assets (Cr) ₹48,043 on 31 Oct 21
Category Hybrid - Hybrid Equity
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.68
Sharpe Ratio 3.03
Information Ratio 0.17
Alpha Ratio 1.28
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 Nov 16₹10,000
30 Nov 17₹12,074
30 Nov 18₹12,091
30 Nov 19₹13,917
30 Nov 20₹14,949
30 Nov 21₹19,237

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 ₹436,710.
Net Profit of ₹136,710
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 3 Dec 21

DurationReturns
1 Month -2%
3 Month 0.4%
6 Month 9.7%
1 Year 27.3%
3 Year 16.8%
5 Year 14.4%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 12.9%
2019 13.5%
2018 -0.1%
2017 27.7%
2016 3.7%
2015 7.4%
2014 43.2%
2013 11.9%
2012 35%
2011 -22.2%
Fund Manager information for SBI Equity Hybrid Fund
NameSinceTenure
R. Srinivasan1 Jan 129.84 Yr.
Dinesh Ahuja1 Jan 129.84 Yr.
Mohit Jain28 Feb 210.67 Yr.

Data below for SBI Equity Hybrid Fund as on 31 Oct 21

Asset Allocation
Asset ClassValue
Cash10.01%
Equity74.93%
Debt15.06%
Equity Sector Allocation
SectorValue
Financial Services20.79%
Health Care10.77%
Basic Materials10.43%
Technology7.87%
Consumer Defensive5.09%
Consumer Cyclical4.72%
Energy4.64%
Industrials4.49%
Communication Services2.79%
Utility2.72%
Debt Sector Allocation
SectorValue
Cash Equivalent9.76%
Corporate8.67%
Government6.64%
Credit Quality
RatingValue
A3.04%
AA37.72%
AAA59.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | ICICIBANK
6%₹2,647 Cr33,000,000
↑ 17,906,500
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 11 | HDFCBANK
4%₹2,058 Cr13,000,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
4%₹1,835 Cr11,000,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 16 | DIVISLAB
4%₹1,803 Cr3,500,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
3%₹1,554 Cr2,100,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN
3%₹1,356 Cr27,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 17 | BHARTIARTL
3%₹1,338 Cr19,528,428
↓ -4,000,000
Reliance Industries Ltd Ordinary Shares (Partly Paid Rs.5) (Energy)
Equity, Since 30 Jun 21 | -
3%₹1,332 Cr7,000,000
↑ 7,000,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | 540376
3%₹1,330 Cr2,869,926
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Dec 20 | HINDALCO
2%₹1,104 Cr24,000,000

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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