fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
7 Best Aggressive Hybrid Mutual Funds 2023 | Fincash

Fincash » Mutual Funds » Best Aggressive Hybrid 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.

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 2023

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
ICICI Prudential Equity and Debt Fund Growth ₹294.83
↑ 1.51
₹26,1836.417.419.427.418.511.7
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹30.25
↑ 0.28
₹49311.127.829.82619.4-4.8
UTI Hybrid Equity Fund Growth ₹313.483
↑ 1.31
₹4,7374.914.116.619.913.95.6
Nippon India Equity Hybrid Fund Growth ₹83.315
↑ 0.61
₹3,0065.513.915.319.29.56.6
Kotak Equity Hybrid Fund Growth ₹47.968
↑ 0.19
₹4,2523.411.312.617.415.75
HDFC Hybrid Equity Fund Growth ₹96.197
↑ 0.54
₹20,5392.27.510.317.213.58.9
Franklin India Equity Hybrid Fund Growth ₹213.424
↑ 1.06
₹1,4654.713.813.21613.44.7
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.

DateValue
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

   
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 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

DurationReturns
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
YearReturns
2022 11.7%
2021 41.7%
2020 9%
2019 9.3%
2018 -1.9%
2017 24.8%
2016 13.7%
2015 2.1%
2014 45.6%
2013 11.2%
Fund Manager information for ICICI Prudential Equity and Debt Fund
NameSinceTenure
Sankaran Naren7 Dec 157.91 Yr.
Manish Banthia19 Sep 1310.12 Yr.
Mittul Kalawadia29 Dec 202.84 Yr.
Nikhil Kabra29 Dec 202.84 Yr.
Sri Sharma30 Apr 212.51 Yr.
Sharmila D’mello31 Jul 221.25 Yr.

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

Asset Allocation
Asset ClassValue
Cash8.25%
Equity72.11%
Debt19.65%
Equity Sector Allocation
SectorValue
Financial Services18.32%
Consumer Cyclical12.31%
Energy9.45%
Utility7.99%
Communication Services6.76%
Technology4.7%
Health Care3.62%
Industrials3.58%
Basic Materials2.06%
Consumer Defensive1.72%
Real Estate1.62%
Debt Sector Allocation
SectorValue
Government14.38%
Cash Equivalent7.68%
Corporate5.83%
Credit Quality
RatingValue
A3.83%
AA18.27%
AAA77.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
8%₹2,038 Cr86,432,803
↑ 1,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
7%₹1,881 Cr20,548,694
↑ 1,316,288
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL
6%₹1,598 Cr17,481,264
↑ 200,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Apr 17 | 500312
5%₹1,192 Cr64,018,551
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 22 | RELIANCE
4%₹995 Cr4,348,313
↑ 224,637
8.25% Govt Stock 2033
Sovereign Bonds | -
4%₹967 Cr95,279,550
↑ 5,000,000
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 30 Nov 16 | TATAMTRDVR
4%₹920 Cr21,900,291
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | MARUTI
3%₹881 Cr847,835
↑ 45,007
Infosys Ltd (Technology)
Equity, Since 30 Jun 16 | INFY
3%₹800 Cr5,847,506
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
3%₹782 Cr7,182,027
↑ 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.

DateValue
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

   
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 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

DurationReturns
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
YearReturns
2022 -4.8%
2021 54.5%
2020 31.1%
2019 -4.7%
2018 -14.2%
2017 47.1%
2016
2015
2014
2013
Fund Manager information for BOI AXA Mid and Small Cap Equity and Debt Fund
NameSinceTenure
Alok Singh16 Feb 176.71 Yr.

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

Asset Allocation
Asset ClassValue
Cash9.38%
Equity77.13%
Debt13.49%
Equity Sector Allocation
SectorValue
Financial Services21.71%
Basic Materials13.56%
Industrials13.46%
Consumer Cyclical8.94%
Health Care7.33%
Consumer Defensive5.36%
Technology4.39%
Utility1.06%
Energy0.96%
Real Estate0.35%
Debt Sector Allocation
SectorValue
Government12.94%
Cash Equivalent5.31%
Corporate4.62%
Credit Quality
RatingValue
AA2.43%
AAA97.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jindal Stainless Ltd (Basic Materials)
Equity, Since 30 Sep 21 | JSL
5%₹24 Cr537,000
Union Bank of India (Financial Services)
Equity, Since 30 Nov 22 | UNIONBANK
5%₹23 Cr2,258,986
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 23 | 532810
3%₹16 Cr643,750
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | UNOMINDA
3%₹15 Cr260,000
Power Grid Corporation Of India Limited
Debentures | -
3%₹15 Cr150,000,000
REC Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532955
3%₹14 Cr500,000
↑ 240,000
Astral Ltd (Industrials)
Equity, Since 30 Jun 17 | ASTRAL
3%₹13 Cr72,000
7.26% Govt Stock 2033
Sovereign Bonds | -
3%₹13 Cr1,300,000
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Jan 21 | BALRAMCHIN
2%₹12 Cr295,000
7.18% Govt Stock 2033
Sovereign Bonds | -
2%₹12 Cr1,166,000
↑ 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.

DateValue
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

   
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 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

DurationReturns
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
YearReturns
2022 8.1%
2021 22.9%
2020 30.5%
2019 -8.1%
2018 1.7%
2017 18.5%
2016 3%
2015 -0.2%
2014 33.4%
2013 11.3%
Fund Manager information for JM Equity Hybrid Fund
NameSinceTenure
Asit Bhandarkar31 Dec 211.84 Yr.
Gurvinder Wasan1 Dec 220.92 Yr.
Chaitanya Choksi20 Aug 212.2 Yr.

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

Asset Allocation
Asset ClassValue
Cash9.23%
Equity72.13%
Debt18.65%
Equity Sector Allocation
SectorValue
Financial Services17.51%
Consumer Cyclical14.72%
Industrials8.14%
Consumer Defensive6.68%
Technology5.87%
Health Care5.7%
Energy4.89%
Basic Materials4.48%
Real Estate4.06%
Communication Services0.07%
Debt Sector Allocation
SectorValue
Government14.62%
Cash Equivalent9.23%
Corporate4.02%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.06% Govt Stock 2028
Sovereign Bonds | -
7%₹5 Cr500,000
↑ 400,000
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 Jul 23 | TATAMTRDVR
4%₹3 Cr72,350
↑ 47,000
Coal India Ltd (Energy)
Equity, Since 30 Sep 23 | COALINDIA
4%₹3 Cr98,000
↑ 98,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK
4%₹3 Cr28,100
↑ 21,050
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | ITC
4%₹3 Cr60,000
↑ 24,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY
3%₹3 Cr18,050
↑ 11,625
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 May 23 | JYOTHYLAB
3%₹2 Cr64,000
↑ 9,000
REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | RECLTD
3%₹2 Cr79,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 20 | ULTRACEMCO
3%₹2 Cr2,700
↑ 1,600
Sobha Ltd (Real Estate)
Equity, Since 30 Sep 23 | SOBHA
3%₹2 Cr30,739
↑ 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.

DateValue
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

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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

DurationReturns
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
YearReturns
2022 5.6%
2021 30.5%
2020 13.2%
2019 2.5%
2018 -5.6%
2017 25.7%
2016 8.8%
2015 2.4%
2014 32.8%
2013 6.8%
Fund Manager information for UTI Hybrid Equity Fund
NameSinceTenure
V Srivatsa24 Sep 0914.11 Yr.
Sunil Patil5 Feb 185.74 Yr.

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

Asset Allocation
Asset ClassValue
Cash2.22%
Equity71.09%
Debt26.69%
Equity Sector Allocation
SectorValue
Financial Services23.37%
Consumer Cyclical9.29%
Technology8.98%
Industrials6.09%
Health Care5.89%
Basic Materials5.7%
Consumer Defensive3.98%
Energy3.49%
Communication Services1.49%
Utility1.43%
Real Estate1.38%
Debt Sector Allocation
SectorValue
Government15.84%
Corporate10.85%
Cash Equivalent2.22%
Credit Quality
RatingValue
AA8.24%
AAA91.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK
7%₹343 Cr2,244,770
↑ 142,522
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK
5%₹254 Cr2,665,997
↓ -89,981
7.26% Govt Stock 2033
Sovereign Bonds | -
5%₹250 Cr2,500,000,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
5%₹222 Cr1,548,133
↑ 32,613
7.18% Govt Stock 2037
Sovereign Bonds | -
4%₹197 Cr2,000,000,000
↑ 1,250,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
4%₹173 Cr573,659
↓ -70,400
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | RELIANCE
3%₹159 Cr679,996
↑ 124,599
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC
3%₹157 Cr3,525,746
7.41% Govt Stock 2036
Sovereign Bonds | -
3%₹126 Cr1,250,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | M&M
3%₹124 Cr797,162

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.

DateValue
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

   
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 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

DurationReturns
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
YearReturns
2022 6.6%
2021 27.8%
2020 -5.3%
2019 3%
2018 -4.9%
2017 29.5%
2016 4.2%
2015 8.7%
2014 43.2%
2013 3.5%
Fund Manager information for Nippon India Equity Hybrid Fund
NameSinceTenure
Meenakshi Dawar10 Sep 212.14 Yr.
Kinjal Desai25 May 185.44 Yr.
Sushil Budhia1 Feb 203.75 Yr.
Akshay Sharma1 Dec 220.92 Yr.

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

Asset Allocation
Asset ClassValue
Cash2.02%
Equity73.14%
Debt24.84%
Equity Sector Allocation
SectorValue
Financial Services23.51%
Industrials8.14%
Consumer Cyclical7.67%
Technology7.65%
Health Care6.98%
Consumer Defensive5.6%
Energy5.15%
Utility2.71%
Basic Materials2.71%
Communication Services2.34%
Real Estate0.67%
Debt Sector Allocation
SectorValue
Corporate18.48%
Government6.36%
Cash Equivalent2.02%
Credit Quality
RatingValue
A2.66%
AA29.69%
AAA67.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
7%₹197 Cr1,332,356
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
5%₹148 Cr1,080,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
5%₹144 Cr1,570,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE
4%₹125 Cr548,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT
4%₹120 Cr410,838
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹92 Cr933,200
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 11 | SUNPHARMA
3%₹91 Cr840,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC
3%₹84 Cr1,950,000
NTPC Ltd (Utilities)
Equity, Since 31 Aug 20 | 532555
2%₹70 Cr2,950,620
7.18% Govt Stock 2037
Sovereign Bonds | -
2%₹63 Cr6,500,000
↓ -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.

DateValue
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

   
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 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

DurationReturns
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
YearReturns
2022 5%
2021 28.9%
2020 15.4%
2019 14.1%
2018 -6.2%
2017 23.2%
2016 11%
2015 1.9%
2014
2013
Fund Manager information for Kotak Equity Hybrid Fund
NameSinceTenure
Pankaj Tibrewal25 Aug 158.19 Yr.
Harsha Upadhyaya20 Oct 230.03 Yr.
Abhishek Bisen4 Jun 0914.42 Yr.
Arjun Khanna30 Apr 221.5 Yr.

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

Asset Allocation
Asset ClassValue
Cash2.14%
Equity69.22%
Debt28.65%
Equity Sector Allocation
SectorValue
Financial Services16.77%
Industrials12.27%
Basic Materials9.1%
Consumer Cyclical8.55%
Technology6.17%
Health Care4.85%
Consumer Defensive4.03%
Energy3.68%
Real Estate1.95%
Utility1.84%
Debt Sector Allocation
SectorValue
Government25.17%
Corporate3.48%
Cash Equivalent2.14%
Credit Quality
RatingValue
A1.27%
AA2.12%
AAA96.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.26% Govt Stock 2033
Sovereign Bonds | -
8%₹342 Cr34,534,950
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 11 | HDFCBANK
5%₹199 Cr1,345,812
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | ICICIBANK
4%₹171 Cr1,865,708
8.25% Govt Stock 2033
Sovereign Bonds | -
3%₹138 Cr13,630,300
7.17% Govt Stock 2030
Sovereign Bonds | -
3%₹128 Cr12,934,140
↓ -2,314,370
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
3%₹115 Cr839,800
State Bank of India (Financial Services)
Equity, Since 31 Aug 12 | SBIN
2%₹103 Cr1,819,100
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 21 | CARBORUNIV
2%₹102 Cr952,358
↑ 20,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 10 | LT
2%₹102 Cr347,761
7.18% Govt Stock 2037
Sovereign Bonds | -
2%₹98 Cr10,000,000
↑ 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.

DateValue
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

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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

DurationReturns
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
YearReturns
2022 8.9%
2021 25.7%
2020 13.4%
2019 7.5%
2018 -2.8%
2017 27.5%
2016 9.7%
2015 3%
2014 51.5%
2013 8.8%
Fund Manager information for HDFC Hybrid Equity Fund
NameSinceTenure
Chirag Setalvad2 Apr 0716.59 Yr.
Anupam Joshi6 Oct 221.07 Yr.
Dhruv Muchhal22 Jun 230.36 Yr.

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

Asset Allocation
Asset ClassValue
Cash1.06%
Equity66.63%
Debt32.31%
Equity Sector Allocation
SectorValue
Financial Services24.74%
Industrials12.08%
Technology6.22%
Energy5.6%
Consumer Defensive5.6%
Communication Services2.83%
Health Care2.52%
Consumer Cyclical2.45%
Utility1.82%
Basic Materials1.71%
Real Estate0.77%
Debt Sector Allocation
SectorValue
Government20.81%
Corporate11.5%
Cash Equivalent1.06%
Credit Quality
RatingValue
AA4.2%
AAA95.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.1% Govt Stock 2029
Sovereign Bonds | -
7%₹1,482 Cr150,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
7%₹1,468 Cr9,940,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | ICICIBANK
7%₹1,336 Cr14,600,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 15 | ITC
5%₹977 Cr22,814,004
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 11 | LT
4%₹890 Cr3,037,093
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE
4%₹841 Cr3,675,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
3%₹715 Cr5,223,368
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | 532215
3%₹712 Cr7,250,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN
3%₹707 Cr12,508,071
National Bank For Agriculture And Rural Development
Debentures | -
3%₹572 Cr57,500
↓ -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?

  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 3 reviews.
POST A COMMENT