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7 Best Aggressive Hybrid Mutual Funds 2024 | Fincash

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7 Best Aggressive Hybrid Mutual Funds 2024

Updated on December 19, 2024 , 26521 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 2024

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Equity Hybrid Fund Growth ₹123.226
↓ -1.78
₹720-5.20.63023.623.833.8
ICICI Prudential Equity and Debt Fund Growth ₹361.71
↓ -4.04
₹40,089-6.52.219.720.221.128.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹39.2
↓ -0.67
₹1,0540.25.229.619.727.133.7
UTI Hybrid Equity Fund Growth ₹393.408
↓ -4.77
₹6,107-4.14.722.617.818.625.5
Kotak Equity Hybrid Fund Growth ₹61.046
↓ -0.82
₹6,815-2.45.42416.71820.1
Nippon India Equity Hybrid Fund Growth ₹100.748
↓ -1.37
₹3,850-4.83.218.416.413.124.1
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78
₹1,9540.510.527.11614.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 24
*List of funds based on Assets >= 200 Crore & Sorted on 3 Year CAGR Return.

1. 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 12.9% since its launch.  Ranked 35 in Hybrid Equity category.  Return for 2023 was 33.8% , 2022 was 8.1% and 2021 was 22.9% .

Below is the key information for JM Equity Hybrid Fund

JM Equity Hybrid Fund
Growth
Launch Date 1 Apr 95
NAV (20 Dec 24) ₹123.226 ↓ -1.78   (-1.42 %)
Net Assets (Cr) ₹720 on 30 Nov 24
Category Hybrid - Hybrid Equity
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.36
Sharpe Ratio 1.96
Information Ratio 1.61
Alpha Ratio 11.84
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 19₹10,000
30 Nov 20₹12,601
30 Nov 21₹15,991
30 Nov 22₹17,656
30 Nov 23₹22,312
30 Nov 24₹29,843

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 ₹543,623.
Net Profit of ₹243,623
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 20 Dec 24

DurationReturns
1 Month 1.5%
3 Month -5.2%
6 Month 0.6%
1 Year 30%
3 Year 23.6%
5 Year 23.8%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.8%
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%
Fund Manager information for JM Equity Hybrid Fund
NameSinceTenure
Satish Ramanathan1 Oct 240.17 Yr.
Asit Bhandarkar31 Dec 212.92 Yr.
Chaitanya Choksi20 Aug 213.28 Yr.
Ruchi Fozdar4 Oct 240.16 Yr.

Data below for JM Equity Hybrid Fund as on 30 Nov 24

Asset Allocation
Asset ClassValue
Cash5.94%
Equity74.96%
Debt19.1%
Equity Sector Allocation
SectorValue
Financial Services17.09%
Technology11.7%
Industrials10.68%
Health Care9.58%
Consumer Cyclical9.53%
Basic Materials6.19%
Consumer Defensive4.41%
Communication Services3.73%
Energy1.23%
Real Estate0.81%
Debt Sector Allocation
SectorValue
Government11.44%
Corporate7.67%
Cash Equivalent5.94%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK
5%₹33 Cr190,000
7.1% Govt Stock 2034
Sovereign Bonds | -
5%₹31 Cr3,050,000
↑ 500,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY
4%₹30 Cr170,000
↑ 90,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | 532215
3%₹23 Cr200,000
↑ 75,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK
3%₹21 Cr163,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 24 | ITC
3%₹20 Cr410,000
↑ 100,000
7.18% Govt Stock 2037
Sovereign Bonds | -
3%₹17 Cr1,700,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 532977
2%₹15 Cr14,780
↑ 2,500
Akums Drugs and Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jul 24 | AKUMS
2%₹14 Cr162,542
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Apr 24 | VBL
2%₹13 Cr220,000

2. 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 15.3% since its launch.  Ranked 7 in Hybrid Equity category.  Return for 2023 was 28.2% , 2022 was 11.7% and 2021 was 41.7% .

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 (20 Dec 24) ₹361.71 ↓ -4.04   (-1.10 %)
Net Assets (Cr) ₹40,089 on 30 Nov 24
Category Hybrid - Hybrid Equity
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 1.74
Information Ratio 1.76
Alpha Ratio 3.85
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 19₹10,000
30 Nov 20₹10,154
30 Nov 21₹15,389
30 Nov 22₹17,785
30 Nov 23₹21,172
30 Nov 24₹26,558

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 ₹518,033.
Net Profit of ₹218,033
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 20 Dec 24

DurationReturns
1 Month -0.2%
3 Month -6.5%
6 Month 2.2%
1 Year 19.7%
3 Year 20.2%
5 Year 21.1%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.2%
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%
Fund Manager information for ICICI Prudential Equity and Debt Fund
NameSinceTenure
Sankaran Naren7 Dec 158.99 Yr.
Manish Banthia19 Sep 1311.21 Yr.
Mittul Kalawadia29 Dec 203.93 Yr.
Akhil Kakkar22 Jan 240.86 Yr.
Sri Sharma30 Apr 213.59 Yr.
Sharmila D’mello31 Jul 222.34 Yr.
Nitya Mishra4 Nov 240.07 Yr.

Data below for ICICI Prudential Equity and Debt Fund as on 30 Nov 24

Asset Allocation
Asset ClassValue
Cash12.19%
Equity71.37%
Debt15.7%
Equity Sector Allocation
SectorValue
Financial Services19.95%
Consumer Cyclical11.29%
Utility6.66%
Energy6.35%
Health Care6.05%
Industrials4.92%
Communication Services4.67%
Consumer Defensive3.79%
Technology3.57%
Basic Materials2.32%
Real Estate1.57%
Debt Sector Allocation
SectorValue
Cash Equivalent12.19%
Corporate9.49%
Government6.95%
Credit Quality
RatingValue
A3.14%
AA29.48%
AAA67.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
6%₹2,601 Cr63,727,942
↑ 920,342
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
6%₹2,530 Cr19,579,632
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | HDFCBANK
6%₹2,217 Cr12,775,772
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | MARUTI
5%₹1,912 Cr1,726,496
↑ 148,405
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL
4%₹1,584 Cr9,820,680
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
4%₹1,583 Cr8,561,834
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Apr 17 | 500312
3%₹1,239 Cr46,537,101
↑ 8,459,299
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 22 | RELIANCE
3%₹1,132 Cr8,498,686
↑ 470,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | 532343
2%₹999 Cr4,004,547
↑ 164,262
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 23 | 540376
2%₹861 Cr2,189,548
↑ 1,412,144

3. BOI AXA Mid and Small Cap Equity and Debt Fund

(Erstwhile BOI AXA Mid Cap Equity And Debt Fund)

The scheme's objective is to provide capital appreciation and income distribution to investors from a portfolio constituting of mid cap equity and equity related securities as well as fixed income securities.However there can be no assurance that the investment objectives of the Scheme will be realized

BOI AXA Mid and Small Cap Equity and Debt Fund is a Hybrid - Hybrid Equity fund was launched on 20 Jul 16. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.6% since its launch.  Return for 2023 was 33.7% , 2022 was -4.8% and 2021 was 54.5% .

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 (20 Dec 24) ₹39.2 ↓ -0.67   (-1.68 %)
Net Assets (Cr) ₹1,054 on 30 Nov 24
Category Hybrid - Hybrid Equity
AMC BOI AXA Investment Mngrs Private Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.68
Sharpe Ratio 1.87
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 19₹10,000
30 Nov 20₹12,521
30 Nov 21₹19,201
30 Nov 22₹19,268
30 Nov 23₹24,933
30 Nov 24₹32,055

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 ₹598,181.
Net Profit of ₹298,181
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 20 Dec 24

DurationReturns
1 Month 5.3%
3 Month 0.2%
6 Month 5.2%
1 Year 29.6%
3 Year 19.7%
5 Year 27.1%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.7%
2022 -4.8%
2021 54.5%
2020 31.1%
2019 -4.7%
2018 -14.2%
2017 47.1%
2016
2015
2014
Fund Manager information for BOI AXA Mid and Small Cap Equity and Debt Fund
NameSinceTenure
Alok Singh16 Feb 177.79 Yr.

Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 30 Nov 24

Asset Allocation
Asset ClassValue
Cash11.25%
Equity73.64%
Debt15.11%
Equity Sector Allocation
SectorValue
Basic Materials13.53%
Financial Services11.73%
Industrials11.43%
Consumer Cyclical10.53%
Technology9.51%
Health Care6.16%
Energy3.91%
Communication Services2.91%
Consumer Defensive2.77%
Utility1.15%
Debt Sector Allocation
SectorValue
Cash Equivalent11.25%
Government9.39%
Corporate5.72%
Credit Quality
RatingValue
AA2.16%
AAA97.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jindal Stainless Ltd (Basic Materials)
Equity, Since 30 Sep 21 | JSL
3%₹28 Cr410,000
↑ 25,000
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 24 | NAM-INDIA
2%₹22 Cr315,000
↑ 35,000
Castrol India Ltd (Energy)
Equity, Since 31 Jan 24 | 500870
2%₹21 Cr1,001,000
Indian Railway Finance Corporation Limited
Debentures | -
2%₹20 Cr2,000,000
National Bank For Agriculture And Rural Development
Debentures | -
2%₹20 Cr2,000,000
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | UNOMINDA
2%₹20 Cr200,000
Coforge Ltd (Technology)
Equity, Since 31 May 20 | COFORGE
2%₹20 Cr25,600
↑ 7,600
Oil India Ltd (Energy)
Equity, Since 31 Mar 23 | 533106
2%₹18 Cr390,169
↓ -84,831
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS
2%₹18 Cr138,000
Small Industries Development Bank Of India
Debentures | -
2%₹18 Cr1,800,000

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 15.3% since its launch.  Ranked 12 in Hybrid Equity category.  Return for 2023 was 25.5% , 2022 was 5.6% and 2021 was 30.5% .

Below is the key information for UTI Hybrid Equity Fund

UTI Hybrid Equity Fund
Growth
Launch Date 2 Jan 95
NAV (20 Dec 24) ₹393.408 ↓ -4.77   (-1.20 %)
Net Assets (Cr) ₹6,107 on 30 Nov 24
Category Hybrid - Hybrid Equity
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 1.93
Information Ratio 1.69
Alpha Ratio 4.82
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 19₹10,000
30 Nov 20₹10,744
30 Nov 21₹14,631
30 Nov 22₹15,988
30 Nov 23₹18,625
30 Nov 24₹23,616

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 ₹481,656.
Net Profit of ₹181,656
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 20 Dec 24

DurationReturns
1 Month 1.7%
3 Month -4.1%
6 Month 4.7%
1 Year 22.6%
3 Year 17.8%
5 Year 18.6%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.5%
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%
Fund Manager information for UTI Hybrid Equity Fund
NameSinceTenure
V Srivatsa24 Sep 0915.2 Yr.
Sunil Patil5 Feb 186.82 Yr.

Data below for UTI Hybrid Equity Fund as on 30 Nov 24

Asset Allocation
Asset ClassValue
Cash2.75%
Equity69.74%
Debt27.52%
Equity Sector Allocation
SectorValue
Financial Services23.02%
Consumer Cyclical8.24%
Technology8.22%
Basic Materials5.98%
Health Care5.29%
Industrials4.86%
Consumer Defensive4.59%
Communication Services4.21%
Energy2.16%
Utility2.13%
Real Estate1.04%
Debt Sector Allocation
SectorValue
Government22.56%
Corporate4.96%
Cash Equivalent2.75%
Credit Quality
RatingValue
AA2.82%
AAA97.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK
7%₹421 Cr2,341,646
7.18% Govt Stock 2037
Sovereign Bonds | -
5%₹333 Cr3,250,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK
5%₹314 Cr2,418,644
↓ -14,433
7.23% Govt Stock 2039
Sovereign Bonds | -
4%₹269 Cr2,600,000,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
4%₹236 Cr1,271,115
7.1% Govt Stock 2034
Sovereign Bonds | -
3%₹209 Cr2,050,000,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC
3%₹202 Cr4,242,150
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | RELIANCE
2%₹132 Cr1,018,931
↓ -168,251
7.41% Govt Stock 2036
Sovereign Bonds | -
2%₹130 Cr1,250,000,000
7.32% Govt Stock 2030
Sovereign Bonds | -
2%₹123 Cr1,200,000,000

5. 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 13% since its launch.  Ranked 17 in Hybrid Equity category.  Return for 2023 was 20.1% , 2022 was 5% and 2021 was 28.9% .

Below is the key information for Kotak Equity Hybrid Fund

Kotak Equity Hybrid Fund
Growth
Launch Date 3 Nov 14
NAV (20 Dec 24) ₹61.046 ↓ -0.82   (-1.33 %)
Net Assets (Cr) ₹6,815 on 30 Nov 24
Category Hybrid - Hybrid Equity
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.85
Sharpe Ratio 2.06
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 19₹10,000
30 Nov 20₹11,106
30 Nov 21₹14,813
30 Nov 22₹16,078
30 Nov 23₹18,105
30 Nov 24₹23,230

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 ₹470,047.
Net Profit of ₹170,047
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 20 Dec 24

DurationReturns
1 Month 2.4%
3 Month -2.4%
6 Month 5.4%
1 Year 24%
3 Year 16.7%
5 Year 18%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
2023 20.1%
2022 5%
2021 28.9%
2020 15.4%
2019 14.1%
2018 -6.2%
2017 23.2%
2016 11%
2015 1.9%
2014
Fund Manager information for Kotak Equity Hybrid Fund
NameSinceTenure
Abhishek Bisen4 Jun 0915.5 Yr.
Atul Bhole22 Jan 240.86 Yr.

Data below for Kotak Equity Hybrid Fund as on 30 Nov 24

Asset Allocation
Asset ClassValue
Cash1.64%
Equity73.28%
Debt25.07%
Equity Sector Allocation
SectorValue
Financial Services14.72%
Technology13.69%
Industrials10.42%
Basic Materials8.77%
Health Care6.45%
Consumer Cyclical4.09%
Consumer Defensive3.73%
Communication Services3.61%
Utility3.47%
Energy2.75%
Real Estate1.57%
Debt Sector Allocation
SectorValue
Government20.6%
Corporate4.48%
Cash Equivalent1.64%
Credit Quality
RatingValue
A0.9%
AA3.73%
AAA95.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.18% Govt Stock 2037
Sovereign Bonds | -
8%₹526 Cr51,313,830
↑ 5,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 11 | HDFCBANK
4%₹290 Cr1,670,812
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 24 | BHARTIARTL
4%₹239 Cr1,479,465
↑ 200,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
3%₹209 Cr1,189,800
Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Jan 22 | OFSS
3%₹186 Cr170,981
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 24 | 532810
3%₹173 Cr3,802,007
↑ 350,000
NTPC Ltd (Utilities)
Equity, Since 31 Jul 19 | 532555
3%₹170 Cr4,153,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | ICICIBANK
3%₹167 Cr1,290,708
Wipro Ltd (Technology)
Equity, Since 30 Sep 24 | 507685
2%₹134 Cr2,421,049
↑ 750,000
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 24 | 532843
2%₹130 Cr2,086,260

6. 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 12.6% since its launch.  Ranked 8 in Hybrid Equity category.  Return for 2023 was 24.1% , 2022 was 6.6% and 2021 was 27.8% .

Below is the key information for Nippon India Equity Hybrid Fund

Nippon India Equity Hybrid Fund
Growth
Launch Date 8 Jun 05
NAV (20 Dec 24) ₹100.748 ↓ -1.37   (-1.34 %)
Net Assets (Cr) ₹3,850 on 30 Nov 24
Category Hybrid - Hybrid Equity
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.02
Sharpe Ratio 1.75
Information Ratio 1.65
Alpha Ratio 2.74
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 19₹10,000
30 Nov 20₹8,894
30 Nov 21₹11,927
30 Nov 22₹13,209
30 Nov 23₹15,183
30 Nov 24₹18,678

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 ₹426,080.
Net Profit of ₹126,080
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 20 Dec 24

DurationReturns
1 Month 1.2%
3 Month -4.8%
6 Month 3.2%
1 Year 18.4%
3 Year 16.4%
5 Year 13.1%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.1%
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%
Fund Manager information for Nippon India Equity Hybrid Fund
NameSinceTenure
Meenakshi Dawar10 Sep 213.23 Yr.
Kinjal Desai25 May 186.53 Yr.
Sushil Budhia1 Feb 204.84 Yr.
Akshay Sharma1 Dec 222 Yr.

Data below for Nippon India Equity Hybrid Fund as on 30 Nov 24

Asset Allocation
Asset ClassValue
Cash3.29%
Equity75.9%
Debt20.8%
Equity Sector Allocation
SectorValue
Financial Services23.33%
Consumer Cyclical9.11%
Industrials8.96%
Technology8.37%
Health Care5.99%
Consumer Defensive4.45%
Energy3.69%
Utility3.63%
Communication Services3.27%
Basic Materials2.63%
Real Estate2.22%
Debt Sector Allocation
SectorValue
Corporate13.83%
Government6.42%
Cash Equivalent3.29%
Securitized0.55%
Credit Quality
RatingValue
A2.53%
AA41.21%
AAA56.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
6%₹212 Cr1,182,356
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
5%₹204 Cr1,570,000
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
4%₹136 Cr730,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT
3%₹132 Cr354,838
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
3%₹108 Cr665,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK
3%₹106 Cr933,200
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE
3%₹104 Cr806,000
7.1% Govt Stock 2034
Sovereign Bonds | -
3%₹102 Cr10,000,000
NTPC Ltd (Utilities)
Equity, Since 31 Aug 20 | NTPC
3%₹102 Cr2,800,620
State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN
2%₹85 Cr1,010,000

7. Sundaram Equity Hybrid Fund

(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.

Sundaram Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 23 Jun 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Ranked 25 in Hybrid Equity category. .

Below is the key information for 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.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,468
30 Nov 21₹13,798

Sundaram Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Sundaram 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 20 Dec 24

DurationReturns
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
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Sundaram Equity Hybrid Fund
NameSinceTenure

Data below for Sundaram Equity Hybrid Fund as on 30 Nov 21

Asset Allocation
Asset ClassValue
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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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