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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 October 16, 2019 , 6437 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 (%)
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹749.14
↑ 5.10
₹11,4770.3-0.864.88.9-5
Principal Hybrid Equity Fund Growth ₹74.89
↑ 0.46
₹1,559-0.7-4.12.28.210.1-1.5
DSP BlackRock Equity and Bond Fund Growth ₹160.066
↑ 1.13
₹5,9295.65.317.57.611.5-5.1
SBI Equity Hybrid Fund Growth ₹141.368
↑ 0.79
₹29,3542.94.816.79.611.5-0.1
ICICI Prudential Equity and Debt Fund Growth ₹133.17
↑ 0.63
₹23,288-0.7-1.37.17.810.1-1.9
L&T Hybrid Equity Fund Growth ₹26.323
↑ 0.18
₹8,2190.90.66.36.49.8-3.8
Reliance Equity Hybrid Fund Growth ₹52.9268
↑ 0.31
₹9,250-1.4-4.22.45.48.2-4.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

1. 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 19.1% 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 (18 Oct 19) ₹749.14 ↑ 5.10   (0.69 %)
Net Assets (Cr) ₹11,477 on 31 Aug 19
Category Hybrid - Hybrid Equity
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.41
Sharpe Ratio -0.96
Information Ratio -1.59
Alpha Ratio -7.43
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 Sep 14₹10,000
30 Sep 15₹11,241
30 Sep 16₹12,964
30 Sep 17₹14,812
30 Sep 18₹14,614
30 Sep 19₹15,062

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 ₹376,357.
Net Profit of ₹76,357
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 18 Oct 19

DurationReturns
1 Month 4.4%
3 Month 0.3%
6 Month -0.8%
1 Year 6%
3 Year 4.8%
5 Year 8.9%
10 Year
15 Year
Since launch 19.1%
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 31 Aug 19

Asset Allocation
Asset ClassValue
Cash6.09%
Equity78.97%
Debt14.94%
Equity Sector Allocation
SectorValue
Financial Services24.79%
Technology9.13%
Industrials7.11%
Consumer Cyclical6.95%
Health Care6.59%
Basic Materials6.48%
Consumer Defensive6.21%
Energy4.39%
Utility2.04%
Debt Sector Allocation
SectorValue
Corporate14.29%
Cash Equivalent7.53%
Government4.51%
Credit Quality
RatingValue
A29.37%
AA39.57%
AAA30.39%
Below B0.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK
8%₹876 Cr3,931,879
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 13 | ICICIBANK
6%₹691 Cr16,862,458
↓ -1,984,000
Infosys Ltd (Technology)
Equity, Since 31 May 11 | INFY
4%₹498 Cr6,116,652
Clearing Corporation Of India Limited
CBLO | -
3%₹377 Cr
Idea Cellular Limited
Debentures | -
3%₹292 Cr3,450
State Bank of India (Financial Services)
Equity, Since 30 Jun 16 | SBIN
2%₹283 Cr10,338,700
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE
2%₹260 Cr2,080,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Nov 14 | ITC
2%₹250 Cr10,182,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
2%₹247 Cr1,860,680
Marico Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 531642
2%₹212 Cr5,410,600

2. 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 10.7% 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 (18 Oct 19) ₹74.89 ↑ 0.46   (0.62 %)
Net Assets (Cr) ₹1,559 on 31 Aug 19
Category Hybrid - Hybrid Equity
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio -1.19
Information Ratio -0.12
Alpha Ratio -8.83
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 Sep 14₹10,000
30 Sep 15₹10,599
30 Sep 16₹12,371
30 Sep 17₹14,987
30 Sep 18₹15,954
30 Sep 19₹15,812

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 ₹395,578.
Net Profit of ₹95,578
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 18 Oct 19

DurationReturns
1 Month 3.9%
3 Month -0.7%
6 Month -4.1%
1 Year 2.2%
3 Year 8.2%
5 Year 10.1%
10 Year
15 Year
Since launch 10.7%
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 163.36 Yr.
Ravi Gopalakrishnan29 Jul 190.01 Yr.

Data below for Principal Hybrid Equity Fund as on 31 Aug 19

Asset Allocation
Asset ClassValue
Cash13.04%
Equity71.57%
Debt15.39%
Equity Sector Allocation
SectorValue
Financial Services24.43%
Consumer Defensive11.07%
Basic Materials8.92%
Technology7.78%
Industrials4.61%
Energy4.1%
Utility3.63%
Consumer Cyclical3.39%
Communication Services1.99%
Health Care1.64%
Debt Sector Allocation
SectorValue
Corporate14.82%
Government10.43%
Cash Equivalent3.17%
Credit Quality
RatingValue
A0.34%
AA10.31%
AAA87.19%
Below B2.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
5%₹75 Cr608,406
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹66 Cr1,517,976
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
4%₹65 Cr484,300
Infosys Ltd (Technology)
Equity, Since 30 Sep 17 | INFY
3%₹54 Cr673,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | KOTAKBANK
3%₹46 Cr278,716
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
3%₹41 Cr1,569,532
State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN
2%₹39 Cr1,437,306
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 14 | TCS
2%₹36 Cr170,318
↓ -17,200
Marico Ltd (Consumer Defensive)
Equity, Since 31 Aug 18 | 531642
2%₹34 Cr873,400
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 18 | HDFC
2%₹33 Cr165,000

3. 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 14.6% 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 (18 Oct 19) ₹160.066 ↑ 1.13   (0.71 %)
Net Assets (Cr) ₹5,929 on 31 Aug 19
Category Hybrid - Hybrid Equity
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio -0.34
Information Ratio -0.42
Alpha Ratio -0.29
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 Sep 14₹10,000
30 Sep 15₹11,308
30 Sep 16₹13,233
30 Sep 17₹14,696
30 Sep 18₹14,654
30 Sep 19₹16,663

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 18 Oct 19

DurationReturns
1 Month 7.1%
3 Month 5.6%
6 Month 5.3%
1 Year 17.5%
3 Year 7.6%
5 Year 11.5%
10 Year
15 Year
Since launch 14.6%
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 31 Aug 19

Asset Allocation
Asset ClassValue
Cash1.35%
Equity72.88%
Debt25.77%
Equity Sector Allocation
SectorValue
Financial Services31.63%
Basic Materials8.42%
Consumer Cyclical7.57%
Health Care6.54%
Technology6.23%
Industrials5.77%
Consumer Defensive5.28%
Real Estate1.43%
Debt Sector Allocation
SectorValue
Government14.83%
Corporate10.94%
Cash Equivalent1.35%
Credit Quality
RatingValue
AA28.33%
AAA70.97%
Below B0.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 15 | ICICIBANK
6%₹368 Cr8,982,624
↑ 285,056
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹360 Cr1,079,061
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 14 | HDFCBANK
5%₹321 Cr1,439,416
↑ 26,681
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
4%₹223 Cr1,555,888
↑ 196,741
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | 500696
3%₹189 Cr1,001,791
↑ 50,683
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹187 Cr2,811,835
7.26% Govt Stock 2029
Sovereign Bonds | -
3%₹169 Cr16,000,000
↑ 10,800,000
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Jun 16 | 500820
3%₹162 Cr1,003,152
↓ -75,815
HDFC Bank Limited
Debentures | -
3%₹155 Cr1,495
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
2%₹145 Cr640,743

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 (18 Oct 19) ₹141.368 ↑ 0.79   (0.56 %)
Net Assets (Cr) ₹29,354 on 31 Aug 19
Category Hybrid - Hybrid Equity
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.44
Sharpe Ratio -0.15
Information Ratio -0.04
Alpha Ratio 1.92
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 Sep 14₹10,000
30 Sep 15₹11,325
30 Sep 16₹12,583
30 Sep 17₹14,102
30 Sep 18₹14,888
30 Sep 19₹16,738

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 ₹405,518.
Net Profit of ₹105,518
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 18 Oct 19

DurationReturns
1 Month 5.9%
3 Month 2.9%
6 Month 4.8%
1 Year 16.7%
3 Year 9.6%
5 Year 11.5%
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 31 Aug 19

Asset Allocation
Asset ClassValue
Cash7.04%
Equity67.15%
Debt25.8%
Equity Sector Allocation
SectorValue
Financial Services28.22%
Consumer Cyclical6.55%
Technology6.33%
Industrials6.29%
Basic Materials4.61%
Consumer Defensive4.18%
Health Care3.56%
Communication Services3.18%
Energy2.81%
Utility1.42%
Debt Sector Allocation
SectorValue
Government13.38%
Corporate12.84%
Cash Equivalent6.63%
Credit Quality
RatingValue
A9.14%
AA17.94%
AAA72.49%
BBB0.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 11 | HDFCBANK
7%₹2,005 Cr9,000,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | KOTAKBANK
4%₹1,131 Cr7,900,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN
4%₹1,095 Cr40,000,000
↓ -4,000,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
4%₹1,084 Cr13,300,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 17 | BHARTIARTL
3%₹935 Cr26,955,223
Treps
CBLO/Reverse Repo | -
3%₹901 Cr
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
3%₹833 Cr2,500,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 16 | DIVISLAB
3%₹816 Cr5,020,541
↑ 320,541
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 19 | ICICIPRULI
2%₹722 Cr17,000,000
↓ -2,000,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Sep 17 | INDIGO
2%₹720 Cr4,261,933

5. 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 13.9% 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 (18 Oct 19) ₹133.17 ↑ 0.63   (0.48 %)
Net Assets (Cr) ₹23,288 on 31 Aug 19
Category Hybrid - Hybrid Equity
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio -0.67
Information Ratio -0.39
Alpha Ratio -3.88
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 Sep 14₹10,000
30 Sep 15₹10,870
30 Sep 16₹12,605
30 Sep 17₹14,481
30 Sep 18₹15,303
30 Sep 19₹15,771

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 ₹395,578.
Net Profit of ₹95,578
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 18 Oct 19

DurationReturns
1 Month 3.7%
3 Month -0.7%
6 Month -1.3%
1 Year 7.1%
3 Year 7.8%
5 Year 10.1%
10 Year
15 Year
Since launch 13.9%
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 31 Aug 19

Asset Allocation
Asset ClassValue
Cash2.82%
Equity71.71%
Debt25.45%
Other0.02%
Equity Sector Allocation
SectorValue
Financial Services20.01%
Basic Materials10.08%
Energy8.03%
Utility7.84%
Communication Services6.36%
Consumer Cyclical4.92%
Health Care4.72%
Consumer Defensive4.38%
Technology3.7%
Industrials3.35%
Real Estate0.6%
Debt Sector Allocation
SectorValue
Corporate22.86%
Cash Equivalent2.72%
Government2.69%
Credit Quality
RatingValue
A0.03%
AA68.44%
AAA31.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
8%₹1,780 Cr43,446,000
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
6%₹1,437 Cr118,098,026
↑ 3,141,808
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL
6%₹1,354 Cr39,055,066
↓ -2,215,631
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | ITC
4%₹900 Cr36,648,129
↑ 3,212,732
State Bank of India (Financial Services)
Equity, Since 30 Apr 15 | SBIN
4%₹897 Cr32,768,512
↑ 3,000,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Apr 17 | 500312
4%₹822 Cr67,813,925
↑ 4,816,509
Vedanta Ltd (Basic Materials)
Equity, Since 31 May 17 | 500295
3%₹756 Cr54,318,094
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Mar 17 | HINDALCO
3%₹700 Cr37,972,141
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Jun 17 | IOC
3%₹649 Cr53,013,417
↑ 10,118,864
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
2%₹579 Cr12,860,565
↓ -143,807

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 11.8% 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 (18 Oct 19) ₹26.323 ↑ 0.18   (0.70 %)
Net Assets (Cr) ₹8,219 on 31 Aug 19
Category Hybrid - Hybrid Equity
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio -0.83
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 Sep 14₹10,000
30 Sep 15₹11,731
30 Sep 16₹12,849
30 Sep 17₹14,961
30 Sep 18₹15,130
30 Sep 19₹15,535

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 ₹385,859.
Net Profit of ₹85,859
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 18 Oct 19

DurationReturns
1 Month 5.1%
3 Month 0.9%
6 Month 0.6%
1 Year 6.3%
3 Year 6.4%
5 Year 9.8%
10 Year
15 Year
Since launch 11.8%
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 126.85 Yr.
Shriram Ramanathan30 May 163.34 Yr.
Alok Ranjan1 Oct 190 Yr.

Data below for L&T Hybrid Equity Fund as on 31 Aug 19

Asset Allocation
Asset ClassValue
Cash5.48%
Equity74.36%
Debt19.46%
Other0.7%
Equity Sector Allocation
SectorValue
Financial Services29.66%
Technology12.32%
Industrials7.2%
Consumer Defensive5.87%
Consumer Cyclical5.31%
Basic Materials3.59%
Energy3.57%
Communication Services3.09%
Health Care2.11%
Utility1.63%
Debt Sector Allocation
SectorValue
Corporate12.28%
Government10.43%
Cash Equivalent2.23%
Credit Quality
RatingValue
AA13.43%
AAA86.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
7%₹580 Cr14,154,800
↑ 404,500
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 11 | HDFCBANK
7%₹543 Cr2,435,400
↑ 36,900
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 11 | TCS
5%₹429 Cr1,896,600
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 11 | LT
5%₹378 Cr2,843,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹312 Cr2,501,500
↓ -77,500
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹304 Cr2,126,564
↑ 531,564
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 17 | HCLTECH
3%₹279 Cr2,539,444
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 532215
3%₹260 Cr3,915,300
↓ -435,200
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹240 Cr6,930,594
National Bank For Agriculture And Rural Development
Debentures | -
2%₹200 Cr2,000

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 12.3% 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 (18 Oct 19) ₹52.9268 ↑ 0.31   (0.59 %)
Net Assets (Cr) ₹9,250 on 31 Aug 19
Category Hybrid - Hybrid Equity
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio -1.23
Information Ratio -1.14
Alpha Ratio -11.91
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 Sep 14₹10,000
30 Sep 15₹11,071
30 Sep 16₹12,380
30 Sep 17₹14,569
30 Sep 18₹14,900
30 Sep 19₹14,632

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 ₹376,357.
Net Profit of ₹76,357
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 18 Oct 19

DurationReturns
1 Month 6.2%
3 Month -1.4%
6 Month -4.2%
1 Year 2.4%
3 Year 5.4%
5 Year 8.2%
10 Year
15 Year
Since launch 12.3%
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 127.5 Yr.
Amit Tripathi2 Apr 127.5 Yr.
Kinjal Desai25 May 181.35 Yr.

Data below for Reliance Equity Hybrid Fund as on 31 Aug 19

Asset Allocation
Asset ClassValue
Cash7.7%
Equity71%
Debt20.73%
Other0.57%
Equity Sector Allocation
SectorValue
Financial Services26.02%
Basic Materials11.65%
Industrials10.6%
Energy9.49%
Technology3.88%
Consumer Cyclical3.71%
Health Care2.31%
Consumer Defensive1.94%
Utility1.04%
Communication Services0.35%
Debt Sector Allocation
SectorValue
Corporate20.86%
Cash Equivalent6.27%
Government1.31%
Credit Quality
RatingValue
A14.03%
AA9.01%
AAA26.27%
BBB50.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
8%₹749 Cr6,100,000
↑ 100,000
Yes Bank Limited
Debentures | -
7%₹669 Cr8,153
↑ 200
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE
7%₹631 Cr4,734,200
↑ 949,000
Triparty Repo
CBLO/Reverse Repo | -
6%₹554 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
6%₹520 Cr12,000,000
↓ -2,362,382
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT
5%₹509 Cr3,451,300
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Oct 16 | GRASIM
5%₹436 Cr5,975,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹400 Cr5,835,629
↓ -262,799
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
4%₹363 Cr4,500,000
Morgan Credits Private Limited
Debentures | -
3%₹322 Cr2,798
↓ -2,202

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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