7 Best Aggressive Hybrid Mutual Funds 2023 | Fincash

Table of Contents

What are Aggressive Hybrid Funds?
Who Should Invest?
Top 7 Best Performing Aggressive Hybrid Funds 2023
Why Should One Invest in Aggressive Hybrid Funds (Balanced Funds)
- Newbie Investor
- High Returns + Stable Growth
How to Invest in Aggressive Hybrid Funds Online?
Top 7 Hybrid - Hybrid Equity Funds

7 Best Aggressive Hybrid Mutual Funds 2023

Updated on November 29, 2023 , 25179 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

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2022 (%)
ICICI Prudential Equity and Debt Fund Growth	₹294.83 ↑ 1.51	₹26,183	6.4	17.4	19.4	27.4	18.5	11.7
BOI AXA Mid and Small Cap Equity and Debt Fund Growth	₹30.25 ↑ 0.28	₹493	11.1	27.8	29.8	26	19.4	-4.8
UTI Hybrid Equity Fund Growth	₹313.483 ↑ 1.31	₹4,737	4.9	14.1	16.6	19.9	13.9	5.6
Nippon India Equity Hybrid Fund Growth	₹83.315 ↑ 0.61	₹3,006	5.5	13.9	15.3	19.2	9.5	6.6
Kotak Equity Hybrid Fund Growth	₹47.968 ↑ 0.19	₹4,252	3.4	11.3	12.6	17.4	15.7	5
HDFC Hybrid Equity Fund Growth	₹96.197 ↑ 0.54	₹20,539	2.2	7.5	10.3	17.2	13.5	8.9
Franklin India Equity Hybrid Fund Growth	₹213.424 ↑ 1.06	₹1,465	4.7	13.8	13.2	16	13.4	4.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Dec 23

*List of funds based on Assets >= 200 Crore & Sorted on 3 Year CAGR Return.

1. 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 15.1% 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 (01 Dec 23)	₹294.83 ↑ 1.51 (0.51 %)
Net Assets (Cr)	₹26,183 on 31 Oct 23
Category	Hybrid - Hybrid Equity
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.78
Sharpe Ratio	1.02
Information Ratio	2.25
Alpha Ratio	6.99
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.

Date	Value
30 Nov 18	₹10,000
30 Nov 19	₹10,975
30 Nov 20	₹11,144
30 Nov 21	₹16,890
30 Nov 22	₹19,519
30 Nov 23	₹23,237

ICICI Prudential Equity and Debt Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 1 Dec 23

Duration	Returns
1 Month	6.4%
3 Month	6.4%
6 Month	17.4%
1 Year	19.4%
3 Year	27.4%
5 Year	18.5%
10 Year
15 Year
Since launch	15.1%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Sankaran Naren	7 Dec 15	7.91 Yr.
Manish Banthia	19 Sep 13	10.12 Yr.
Mittul Kalawadia	29 Dec 20	2.84 Yr.
Nikhil Kabra	29 Dec 20	2.84 Yr.
Sri Sharma	30 Apr 21	2.51 Yr.
Sharmila D’mello	31 Jul 22	1.25 Yr.

Data below for ICICI Prudential Equity and Debt Fund as on 31 Oct 23

Asset Allocation

Asset Class	Value
Cash	8.25%
Equity	72.11%
Debt	19.65%

Equity Sector Allocation

Sector	Value
Financial Services	18.32%
Consumer Cyclical	12.31%
Energy	9.45%
Utility	7.99%
Communication Services	6.76%
Technology	4.7%
Health Care	3.62%
Industrials	3.58%
Basic Materials	2.06%
Consumer Defensive	1.72%
Real Estate	1.62%

Debt Sector Allocation

Sector	Value
Government	14.38%
Cash Equivalent	7.68%
Corporate	5.83%

Credit Quality

Rating	Value
A	3.83%
AA	18.27%
AAA	77.91%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
NTPC Ltd (Utilities) Equity, Since 28 Feb 17 \| 532555	8%	₹2,038 Cr	86,432,803 ↑ 1,000,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 12 \| ICICIBANK	7%	₹1,881 Cr	20,548,694 ↑ 1,316,288
Bharti Airtel Ltd (Communication Services) Equity, Since 31 May 16 \| BHARTIARTL	6%	₹1,598 Cr	17,481,264 ↑ 200,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Apr 17 \| 500312	5%	₹1,192 Cr	64,018,551
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 22 \| RELIANCE	4%	₹995 Cr	4,348,313 ↑ 224,637
8.25% Govt Stock 2033 Sovereign Bonds \| -	4%	₹967 Cr	95,279,550 ↑ 5,000,000
Tata Motors Ltd Class A (Consumer Cyclical) Equity, Since 30 Nov 16 \| TATAMTRDVR	4%	₹920 Cr	21,900,291
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| MARUTI	3%	₹881 Cr	847,835 ↑ 45,007
Infosys Ltd (Technology) Equity, Since 30 Jun 16 \| INFY	3%	₹800 Cr	5,847,506
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 May 16 \| SUNPHARMA	3%	₹782 Cr	7,182,027 ↑ 320,000

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 16.2% 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 (01 Dec 23)	₹30.25 ↑ 0.28 (0.93 %)
Net Assets (Cr)	₹493 on 31 Oct 23
Category	Hybrid - Hybrid Equity
AMC	BOI AXA Investment Mngrs Private Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.58
Sharpe Ratio	1.34
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.

Date	Value
30 Nov 18	₹10,000
30 Nov 19	₹9,631
30 Nov 20	₹12,059
30 Nov 21	₹18,494
30 Nov 22	₹18,558
30 Nov 23	₹24,014

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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 1 Dec 23

Duration	Returns
1 Month	10.2%
3 Month	11.1%
6 Month	27.8%
1 Year	29.8%
3 Year	26%
5 Year	19.4%
10 Year
15 Year
Since launch	16.2%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Alok Singh	16 Feb 17	6.71 Yr.

Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 31 Oct 23

Asset Allocation

Asset Class	Value
Cash	9.38%
Equity	77.13%
Debt	13.49%

Equity Sector Allocation

Sector	Value
Financial Services	21.71%
Basic Materials	13.56%
Industrials	13.46%
Consumer Cyclical	8.94%
Health Care	7.33%
Consumer Defensive	5.36%
Technology	4.39%
Utility	1.06%
Energy	0.96%
Real Estate	0.35%

Debt Sector Allocation

Sector	Value
Government	12.94%
Cash Equivalent	5.31%
Corporate	4.62%

Credit Quality

Rating	Value
AA	2.43%
AAA	97.57%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Jindal Stainless Ltd (Basic Materials) Equity, Since 30 Sep 21 \| JSL	5%	₹24 Cr	537,000
Union Bank of India (Financial Services) Equity, Since 30 Nov 22 \| UNIONBANK	5%	₹23 Cr	2,258,986
Power Finance Corp Ltd (Financial Services) Equity, Since 31 Mar 23 \| 532810	3%	₹16 Cr	643,750
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Jul 19 \| UNOMINDA	3%	₹15 Cr	260,000
Power Grid Corporation Of India Limited Debentures \| -	3%	₹15 Cr	150,000,000
REC Ltd (Financial Services) Equity, Since 30 Sep 23 \| 532955	3%	₹14 Cr	500,000 ↑ 240,000
Astral Ltd (Industrials) Equity, Since 30 Jun 17 \| ASTRAL	3%	₹13 Cr	72,000
7.26% Govt Stock 2033 Sovereign Bonds \| -	3%	₹13 Cr	1,300,000
Balrampur Chini Mills Ltd (Consumer Defensive) Equity, Since 31 Jan 21 \| BALRAMCHIN	2%	₹12 Cr	295,000
7.18% Govt Stock 2033 Sovereign Bonds \| -	2%	₹12 Cr	1,166,000 ↑ 666,000

3. 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 12.3% 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 (01 Dec 23)	₹93.5146 ↑ 0.75 (0.81 %)
Net Assets (Cr)	₹93 on 31 Oct 23
Category	Hybrid - Hybrid Equity
AMC	JM Financial Asset Management Limited
Rating	☆
Risk	Moderately High
Expense Ratio	2.46
Sharpe Ratio	1.54
Information Ratio	1.32
Alpha Ratio	12.74
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.

Date	Value
30 Nov 18	₹10,000
30 Nov 19	₹9,107
30 Nov 20	₹11,475
30 Nov 21	₹14,563
30 Nov 22	₹16,080
30 Nov 23	₹20,319

JM Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 1 Dec 23

Duration	Returns
1 Month	8.2%
3 Month	7.9%
6 Month	23.6%
1 Year	26.4%
3 Year	21.1%
5 Year	15.4%
10 Year
15 Year
Since launch	12.3%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Asit Bhandarkar	31 Dec 21	1.84 Yr.
Gurvinder Wasan	1 Dec 22	0.92 Yr.
Chaitanya Choksi	20 Aug 21	2.2 Yr.

Data below for JM Equity Hybrid Fund as on 31 Oct 23

Asset Allocation

Asset Class	Value
Cash	9.23%
Equity	72.13%
Debt	18.65%

Equity Sector Allocation

Sector	Value
Financial Services	17.51%
Consumer Cyclical	14.72%
Industrials	8.14%
Consumer Defensive	6.68%
Technology	5.87%
Health Care	5.7%
Energy	4.89%
Basic Materials	4.48%
Real Estate	4.06%
Communication Services	0.07%

Debt Sector Allocation

Sector	Value
Government	14.62%
Cash Equivalent	9.23%
Corporate	4.02%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.06% Govt Stock 2028 Sovereign Bonds \| -	7%	₹5 Cr	500,000 ↑ 400,000
Tata Motors Ltd Class A (Consumer Cyclical) Equity, Since 31 Jul 23 \| TATAMTRDVR	4%	₹3 Cr	72,350 ↑ 47,000
Coal India Ltd (Energy) Equity, Since 30 Sep 23 \| COALINDIA	4%	₹3 Cr	98,000 ↑ 98,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 21 \| ICICIBANK	4%	₹3 Cr	28,100 ↑ 21,050
ITC Ltd (Consumer Defensive) Equity, Since 31 Jul 23 \| ITC	4%	₹3 Cr	60,000 ↑ 24,000
Infosys Ltd (Technology) Equity, Since 30 Nov 20 \| INFY	3%	₹3 Cr	18,050 ↑ 11,625
Jyothy Labs Ltd (Consumer Defensive) Equity, Since 31 May 23 \| JYOTHYLAB	3%	₹2 Cr	64,000 ↑ 9,000
REC Ltd (Financial Services) Equity, Since 30 Nov 22 \| RECLTD	3%	₹2 Cr	79,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 May 20 \| ULTRACEMCO	3%	₹2 Cr	2,700 ↑ 1,600
Sobha Ltd (Real Estate) Equity, Since 30 Sep 23 \| SOBHA	3%	₹2 Cr	30,739 ↑ 30,739

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% 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 (01 Dec 23)	₹313.483 ↑ 1.31 (0.42 %)
Net Assets (Cr)	₹4,737 on 31 Oct 23
Category	Hybrid - Hybrid Equity
AMC	UTI Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.95
Sharpe Ratio	0.79
Information Ratio	1.77
Alpha Ratio	5.12
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.

Date	Value
30 Nov 18	₹10,000
30 Nov 19	₹10,250
30 Nov 20	₹11,013
30 Nov 21	₹14,997
30 Nov 22	₹16,388
30 Nov 23	₹19,091

UTI Hybrid Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 1 Dec 23

Duration	Returns
1 Month	6%
3 Month	4.9%
6 Month	14.1%
1 Year	16.6%
3 Year	19.9%
5 Year	13.9%
10 Year
15 Year
Since launch	15%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
V Srivatsa	24 Sep 09	14.11 Yr.
Sunil Patil	5 Feb 18	5.74 Yr.

Data below for UTI Hybrid Equity Fund as on 31 Oct 23

Asset Allocation

Asset Class	Value
Cash	2.22%
Equity	71.09%
Debt	26.69%

Equity Sector Allocation

Sector	Value
Financial Services	23.37%
Consumer Cyclical	9.29%
Technology	8.98%
Industrials	6.09%
Health Care	5.89%
Basic Materials	5.7%
Consumer Defensive	3.98%
Energy	3.49%
Communication Services	1.49%
Utility	1.43%
Real Estate	1.38%

Debt Sector Allocation

Sector	Value
Government	15.84%
Corporate	10.85%
Cash Equivalent	2.22%

Credit Quality

Rating	Value
AA	8.24%
AAA	91.76%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 29 Feb 20 \| HDFCBANK	7%	₹343 Cr	2,244,770 ↑ 142,522
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 10 \| ICICIBANK	5%	₹254 Cr	2,665,997 ↓ -89,981
7.26% Govt Stock 2033 Sovereign Bonds \| -	5%	₹250 Cr	2,500,000,000
Infosys Ltd (Technology) Equity, Since 31 Mar 06 \| INFY	5%	₹222 Cr	1,548,133 ↑ 32,613
7.18% Govt Stock 2037 Sovereign Bonds \| -	4%	₹197 Cr	2,000,000,000 ↑ 1,250,000,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 12 \| LT	4%	₹173 Cr	573,659 ↓ -70,400
Reliance Industries Ltd (Energy) Equity, Since 31 Dec 19 \| RELIANCE	3%	₹159 Cr	679,996 ↑ 124,599
ITC Ltd (Consumer Defensive) Equity, Since 31 Aug 06 \| ITC	3%	₹157 Cr	3,525,746
7.41% Govt Stock 2036 Sovereign Bonds \| -	3%	₹126 Cr	1,250,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| M&M	3%	₹124 Cr	797,162

5. 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 12.2% 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 (01 Dec 23)	₹83.315 ↑ 0.61 (0.73 %)
Net Assets (Cr)	₹3,006 on 31 Oct 23
Category	Hybrid - Hybrid Equity
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.06
Sharpe Ratio	0.68
Information Ratio	1.72
Alpha Ratio	4.07
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.

Date	Value
30 Nov 18	₹10,000
30 Nov 19	₹10,301
30 Nov 20	₹9,162
30 Nov 21	₹12,286
30 Nov 22	₹13,606
30 Nov 23	₹15,639

Nippon India Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 1 Dec 23

Duration	Returns
1 Month	6.5%
3 Month	5.5%
6 Month	13.9%
1 Year	15.3%
3 Year	19.2%
5 Year	9.5%
10 Year
15 Year
Since launch	12.2%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Meenakshi Dawar	10 Sep 21	2.14 Yr.
Kinjal Desai	25 May 18	5.44 Yr.
Sushil Budhia	1 Feb 20	3.75 Yr.
Akshay Sharma	1 Dec 22	0.92 Yr.

Data below for Nippon India Equity Hybrid Fund as on 31 Oct 23

Asset Allocation

Asset Class	Value
Cash	2.02%
Equity	73.14%
Debt	24.84%

Equity Sector Allocation

Sector	Value
Financial Services	23.51%
Industrials	8.14%
Consumer Cyclical	7.67%
Technology	7.65%
Health Care	6.98%
Consumer Defensive	5.6%
Energy	5.15%
Utility	2.71%
Basic Materials	2.71%
Communication Services	2.34%
Real Estate	0.67%

Debt Sector Allocation

Sector	Value
Corporate	18.48%
Government	6.36%
Cash Equivalent	2.02%

Credit Quality

Rating	Value
A	2.66%
AA	29.69%
AAA	67.65%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 10 \| HDFCBANK	7%	₹197 Cr	1,332,356
Infosys Ltd (Technology) Equity, Since 28 Feb 11 \| INFY	5%	₹148 Cr	1,080,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 12 \| ICICIBANK	5%	₹144 Cr	1,570,000
Reliance Industries Ltd (Energy) Equity, Since 31 Jul 14 \| RELIANCE	4%	₹125 Cr	548,000
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 13 \| LT	4%	₹120 Cr	410,838
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| 532215	3%	₹92 Cr	933,200
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 Oct 11 \| SUNPHARMA	3%	₹91 Cr	840,000
ITC Ltd (Consumer Defensive) Equity, Since 31 Mar 16 \| ITC	3%	₹84 Cr	1,950,000
NTPC Ltd (Utilities) Equity, Since 31 Aug 20 \| 532555	2%	₹70 Cr	2,950,620
7.18% Govt Stock 2037 Sovereign Bonds \| -	2%	₹63 Cr	6,500,000 ↓ -2,500,000

6. 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 11.6% 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 (01 Dec 23)	₹47.968 ↑ 0.19 (0.40 %)
Net Assets (Cr)	₹4,252 on 31 Oct 23
Category	Hybrid - Hybrid Equity
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.91
Sharpe Ratio	0.43
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.

Date	Value
30 Nov 18	₹10,000
30 Nov 19	₹11,409
30 Nov 20	₹12,670
30 Nov 21	₹16,899
30 Nov 22	₹18,343
30 Nov 23	₹20,655

Kotak Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 1 Dec 23

Duration	Returns
1 Month	5.4%
3 Month	3.4%
6 Month	11.3%
1 Year	12.6%
3 Year	17.4%
5 Year	15.7%
10 Year
15 Year
Since launch	11.6%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Pankaj Tibrewal	25 Aug 15	8.19 Yr.
Harsha Upadhyaya	20 Oct 23	0.03 Yr.
Abhishek Bisen	4 Jun 09	14.42 Yr.
Arjun Khanna	30 Apr 22	1.5 Yr.

Data below for Kotak Equity Hybrid Fund as on 31 Oct 23

Asset Allocation

Asset Class	Value
Cash	2.14%
Equity	69.22%
Debt	28.65%

Equity Sector Allocation

Sector	Value
Financial Services	16.77%
Industrials	12.27%
Basic Materials	9.1%
Consumer Cyclical	8.55%
Technology	6.17%
Health Care	4.85%
Consumer Defensive	4.03%
Energy	3.68%
Real Estate	1.95%
Utility	1.84%

Debt Sector Allocation

Sector	Value
Government	25.17%
Corporate	3.48%
Cash Equivalent	2.14%

Credit Quality

Rating	Value
A	1.27%
AA	2.12%
AAA	96.61%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.26% Govt Stock 2033 Sovereign Bonds \| -	8%	₹342 Cr	34,534,950
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 11 \| HDFCBANK	5%	₹199 Cr	1,345,812
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| ICICIBANK	4%	₹171 Cr	1,865,708
8.25% Govt Stock 2033 Sovereign Bonds \| -	3%	₹138 Cr	13,630,300
7.17% Govt Stock 2030 Sovereign Bonds \| -	3%	₹128 Cr	12,934,140 ↓ -2,314,370
Infosys Ltd (Technology) Equity, Since 30 Apr 10 \| INFY	3%	₹115 Cr	839,800
State Bank of India (Financial Services) Equity, Since 31 Aug 12 \| SBIN	2%	₹103 Cr	1,819,100
Carborundum Universal Ltd (Industrials) Equity, Since 30 Sep 21 \| CARBORUNIV	2%	₹102 Cr	952,358 ↑ 20,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 10 \| LT	2%	₹102 Cr	347,761
7.18% Govt Stock 2037 Sovereign Bonds \| -	2%	₹98 Cr	10,000,000 ↑ 7,500,000

7. 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 (01 Dec 23)	₹96.197 ↑ 0.54 (0.56 %)
Net Assets (Cr)	₹20,539 on 31 Oct 23
Category	Hybrid - Hybrid Equity
AMC	HDFC Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.76
Sharpe Ratio	0.4
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.

Date	Value
30 Nov 18	₹10,000
30 Nov 19	₹10,792
30 Nov 20	₹11,582
30 Nov 21	₹15,185
30 Nov 22	₹17,059
30 Nov 23	₹18,763

HDFC Hybrid Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 1 Dec 23

Duration	Returns
1 Month	4.1%
3 Month	2.2%
6 Month	7.5%
1 Year	10.3%
3 Year	17.2%
5 Year	13.5%
10 Year
15 Year
Since launch	15.4%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Chirag Setalvad	2 Apr 07	16.59 Yr.
Anupam Joshi	6 Oct 22	1.07 Yr.
Dhruv Muchhal	22 Jun 23	0.36 Yr.

Data below for HDFC Hybrid Equity Fund as on 31 Oct 23

Asset Allocation

Asset Class	Value
Cash	1.06%
Equity	66.63%
Debt	32.31%

Equity Sector Allocation

Sector	Value
Financial Services	24.74%
Industrials	12.08%
Technology	6.22%
Energy	5.6%
Consumer Defensive	5.6%
Communication Services	2.83%
Health Care	2.52%
Consumer Cyclical	2.45%
Utility	1.82%
Basic Materials	1.71%
Real Estate	0.77%

Debt Sector Allocation

Sector	Value
Government	20.81%
Corporate	11.5%
Cash Equivalent	1.06%

Credit Quality

Rating	Value
AA	4.2%
AAA	95.8%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.1% Govt Stock 2029 Sovereign Bonds \| -	7%	₹1,482 Cr	150,000,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 13 \| HDFCBANK	7%	₹1,468 Cr	9,940,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 10 \| ICICIBANK	7%	₹1,336 Cr	14,600,000
ITC Ltd (Consumer Defensive) Equity, Since 31 May 15 \| ITC	5%	₹977 Cr	22,814,004
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 11 \| LT	4%	₹890 Cr	3,037,093
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 18 \| RELIANCE	4%	₹841 Cr	3,675,000
Infosys Ltd (Technology) Equity, Since 31 Jan 03 \| INFY	3%	₹715 Cr	5,223,368
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 15 \| 532215	3%	₹712 Cr	7,250,000
State Bank of India (Financial Services) Equity, Since 31 Oct 11 \| SBIN	3%	₹707 Cr	12,508,071
National Bank For Agriculture And Rural Development Debentures \| -	3%	₹572 Cr	57,500 ↓ -2,500

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?

Open Free Investment Account for Lifetime at Fincash.com.

Complete your Registration and KYC Process

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

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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.