+91-22-489139097 Best Aggressive Hybrid Mutual Funds 2026
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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Fund Selection Methodology used to find 7 funds
Top 7 Best Performing Aggressive Hybrid Funds 2026
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹43.22
↑ 0.08 ₹1,841 6.7 16 15 16.2 14 -0.9 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 -3.5 -0.8 14.8 14.3 11.2 Bandhan Hybrid Equity Fund Growth ₹28.086
↑ 0.04 ₹2,184 5.9 7.5 8.2 13.4 10.6 7.7 ICICI Prudential Equity and Debt Fund Growth ₹405.01
↑ 0.52 ₹52,433 3.3 2 2.6 13.4 14.8 13.3 SBI Equity Hybrid Fund Growth ₹317.25
↓ -0.07 ₹88,036 3.3 6.2 6.1 12.3 9.6 12.3 Kotak Equity Hybrid Fund Growth ₹65.419
↓ -0.16 ₹9,205 4.6 5.6 5.2 11.9 11.1 4.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Sep 26 Research Highlights & Commentary of 7 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund Sundaram Equity Hybrid Fund Baroda Pioneer Hybrid Equity Fund Bandhan Hybrid Equity Fund ICICI Prudential Equity and Debt Fund SBI Equity Hybrid Fund Kotak Equity Hybrid Fund Point 1 Bottom quartile AUM (₹1,841 Cr). Lower mid AUM (₹1,954 Cr). Bottom quartile AUM (₹389 Cr). Lower mid AUM (₹2,184 Cr). Upper mid AUM (₹52,433 Cr). Highest AUM (₹88,036 Cr). Upper mid AUM (₹9,205 Cr). Point 2 Established history (10+ yrs). Oldest track record among peers (26 yrs). Established history (22+ yrs). Established history (9+ yrs). Established history (26+ yrs). Established history (21+ yrs). Established history (11+ yrs). Point 3 Not Rated. Rating: 2★ (lower mid). Rating: 3★ (upper mid). Not Rated. Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 14.01% (upper mid). 5Y return: 14.20% (upper mid). 5Y return: 11.17% (lower mid). 5Y return: 10.56% (bottom quartile). 5Y return: 14.78% (top quartile). 5Y return: 9.63% (bottom quartile). 5Y return: 11.12% (lower mid). Point 6 3Y return: 16.21% (top quartile). 3Y return: 16.03% (upper mid). 3Y return: 14.26% (upper mid). 3Y return: 13.42% (lower mid). 3Y return: 13.35% (lower mid). 3Y return: 12.30% (bottom quartile). 3Y return: 11.95% (bottom quartile). Point 7 1Y return: 15.01% (upper mid). 1Y return: 27.10% (top quartile). 1Y return: 14.82% (upper mid). 1Y return: 8.23% (lower mid). 1Y return: 2.56% (bottom quartile). 1Y return: 6.14% (lower mid). 1Y return: 5.18% (bottom quartile). Point 8 1M return: 2.27% (top quartile). 1M return: 1.80% (upper mid). 1M return: -2.79% (bottom quartile). 1M return: -0.49% (upper mid). 1M return: -1.45% (bottom quartile). 1M return: -0.99% (lower mid). 1M return: -0.88% (lower mid). Point 9 Alpha: 0.00 (bottom quartile). Alpha: 5.81 (upper mid). Alpha: 6.53 (top quartile). Alpha: 5.97 (upper mid). Alpha: 1.02 (lower mid). Alpha: 2.74 (lower mid). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.32 (upper mid). Sharpe: 2.64 (top quartile). Sharpe: 2.59 (upper mid). Sharpe: 0.05 (lower mid). Sharpe: -0.03 (bottom quartile). Sharpe: 0.09 (lower mid). Sharpe: 0.03 (bottom quartile). BOI AXA Mid and Small Cap Equity and Debt Fund
Sundaram Equity Hybrid Fund
Baroda Pioneer Hybrid Equity Fund
Bandhan Hybrid Equity Fund
ICICI Prudential Equity and Debt Fund
SBI Equity Hybrid Fund
Kotak Equity Hybrid Fund
*List of funds based on Assets >= 200 Crore & Sorted on 3 Year CAGR Return.
(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 Below is the key information for BOI AXA Mid and Small Cap Equity and Debt Fund Returns up to 1 year are on (Erstwhile Sundaram Balanced Fund) The scheme seeks to generate capital appreciation and current income through a judicious mix of investments in equities and fixed income securities. Research Highlights for Sundaram Equity Hybrid Fund Below is the key information for Sundaram Equity Hybrid Fund Returns up to 1 year are on (Erstwhile IDBI Prudence Fund) The investment objective of the scheme would be to generate opportunities for capital appreciation along with income by investing in a diversified basket of equity and equity related instruments, debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be realized. Research Highlights for IDBI Hybrid Equity Fund Below is the key information for IDBI Hybrid Equity Fund Returns up to 1 year are on (Erstwhile Baroda Pioneer Balance Fund) The scheme is targeted for long-term capital appreciation along with stability through a well balanced portfolio comprising of equity,equity related instruments, money market instrument and debt securities. Research Highlights for Baroda Pioneer Hybrid Equity Fund Below is the key information for Baroda Pioneer Hybrid Equity Fund Returns up to 1 year are on (Erstwhile IDFC Balanced Fund) The Fund seeks to generate long term capital appreciation along with current income by investing in a mix of equity and equity related securities, debt securities and money market instruments. There is no assurance or guarantee that the objectives of the scheme will be realised. Research Highlights for Bandhan Hybrid Equity Fund Below is the key information for Bandhan Hybrid Equity Fund Returns up to 1 year are on (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. Research Highlights for ICICI Prudential Equity and Debt Fund Below is the key information for ICICI Prudential Equity and Debt Fund Returns up to 1 year are on (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. Research Highlights for SBI Equity Hybrid Fund Below is the key information for SBI Equity Hybrid Fund Returns up to 1 year are on 1. 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 (04 Sep 26) ₹43.22 ↑ 0.08 (0.19 %) Net Assets (Cr) ₹1,841 on 31 Jul 26 Category Hybrid - Hybrid Equity AMC BOI AXA Investment Mngrs Private Ltd Rating Risk Moderately High Expense Ratio 2.27 Sharpe Ratio 0.32 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 Returns for BOI AXA Mid and Small Cap Equity and Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 2.3% 3 Month 6.7% 6 Month 16% 1 Year 15% 3 Year 16.2% 5 Year 14% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.9% 2023 25.8% 2022 33.7% 2021 -4.8% 2020 54.5% 2019 31.1% 2018 -4.7% 2017 -14.2% 2016 47.1% 2015 Fund Manager information for BOI AXA Mid and Small Cap Equity and Debt Fund
Name Since Tenure Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Sundaram Equity Hybrid Fund
Sundaram Equity Hybrid Fund
Growth Launch Date 23 Jun 00 NAV (31 Dec 21) ₹135.137 ↑ 0.78 (0.58 %) Net Assets (Cr) ₹1,954 on 30 Nov 21 Category Hybrid - Hybrid Equity AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio 2.64 Information Ratio -0.12 Alpha Ratio 5.81 Min Investment 5,000 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 Returns for Sundaram Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 1.8% 3 Month 0.5% 6 Month 10.5% 1 Year 27.1% 3 Year 16% 5 Year 14.2% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Sundaram Equity Hybrid Fund
Name Since Tenure Data below for Sundaram Equity Hybrid Fund as on 30 Nov 21
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. IDBI Hybrid Equity Fund
IDBI Hybrid Equity Fund
Growth Launch Date 24 Oct 16 NAV (28 Jul 23) ₹17.1253 ↓ -0.01 (-0.05 %) Net Assets (Cr) ₹179 on 30 Jun 23 Category Hybrid - Hybrid Equity AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.52 Sharpe Ratio 1.03 Information Ratio -1.03 Alpha Ratio -0.26 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for IDBI Hybrid Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 2.1% 3 Month 7.8% 6 Month 9.8% 1 Year 12.1% 3 Year 14.4% 5 Year 7.1% 10 Year 15 Year Since launch 8.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for IDBI Hybrid Equity Fund
Name Since Tenure Data below for IDBI Hybrid Equity Fund as on 30 Jun 23
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Baroda Pioneer Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
Growth Launch Date 12 Sep 03 NAV (11 Mar 22) ₹81.2894 ↑ 0.36 (0.45 %) Net Assets (Cr) ₹389 on 31 Jan 22 Category Hybrid - Hybrid Equity AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.48 Sharpe Ratio 2.59 Information Ratio -0.07 Alpha Ratio 6.53 Min Investment 5,000 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 Returns for Baroda Pioneer Hybrid Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -2.8% 3 Month -3.5% 6 Month -0.8% 1 Year 14.8% 3 Year 14.3% 5 Year 11.2% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Baroda Pioneer Hybrid Equity Fund
Name Since Tenure Data below for Baroda Pioneer Hybrid Equity Fund as on 31 Jan 22
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Bandhan Hybrid Equity Fund
Bandhan Hybrid Equity Fund
Growth Launch Date 30 Dec 16 NAV (04 Sep 26) ₹28.086 ↑ 0.04 (0.13 %) Net Assets (Cr) ₹2,184 on 30 Jun 26 Category Hybrid - Hybrid Equity AMC IDFC Asset Management Company Limited Rating Risk Moderately High Expense Ratio 2.35 Sharpe Ratio 0.05 Information Ratio 0.71 Alpha Ratio 5.97 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 Returns for Bandhan Hybrid Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -0.5% 3 Month 5.9% 6 Month 7.5% 1 Year 8.2% 3 Year 13.4% 5 Year 10.6% 10 Year 15 Year Since launch 11.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.7% 2023 21% 2022 20.4% 2021 -1.1% 2020 30.8% 2019 13.9% 2018 4.7% 2017 -3.8% 2016 16.2% 2015 Fund Manager information for Bandhan Hybrid Equity Fund
Name Since Tenure Data below for Bandhan Hybrid Equity Fund as on 30 Jun 26
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. ICICI Prudential Equity and Debt Fund
ICICI Prudential Equity and Debt Fund
Growth Launch Date 3 Nov 99 NAV (04 Sep 26) ₹405.01 ↑ 0.52 (0.13 %) Net Assets (Cr) ₹52,433 on 31 Jul 26 Category Hybrid - Hybrid Equity AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio -0.03 Information Ratio 1.49 Alpha Ratio 1.02 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 Returns for ICICI Prudential Equity and Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -1.5% 3 Month 3.3% 6 Month 2% 1 Year 2.6% 3 Year 13.4% 5 Year 14.8% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.3% 2023 17.2% 2022 28.2% 2021 11.7% 2020 41.7% 2019 9% 2018 9.3% 2017 -1.9% 2016 24.8% 2015 13.7% Fund Manager information for ICICI Prudential Equity and Debt Fund
Name Since Tenure Data below for ICICI Prudential Equity and Debt Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. SBI Equity Hybrid Fund
SBI Equity Hybrid Fund
Growth Launch Date 19 Jan 05 NAV (04 Sep 26) ₹317.25 ↓ -0.07 (-0.02 %) Net Assets (Cr) ₹88,036 on 31 Jul 26 Category Hybrid - Hybrid Equity AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.4 Sharpe Ratio 0.09 Information Ratio 0.88 Alpha Ratio 2.74 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 Returns for SBI Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -1% 3 Month 3.3% 6 Month 6.2% 1 Year 6.1% 3 Year 12.3% 5 Year 9.6% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.3% 2023 14.2% 2022 16.4% 2021 2.3% 2020 23.6% 2019 12.9% 2018 13.5% 2017 -0.1% 2016 27.7% 2015 3.7% Fund Manager information for SBI Equity Hybrid Fund
Name Since Tenure Data below for SBI Equity Hybrid Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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!
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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Research Highlights for BOI AXA Mid and Small Cap Equity and Debt Fund