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7 Best Aggressive Hybrid Mutual Funds 2025
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 2025
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) JM Equity Hybrid Fund Growth ₹113.771
↓ -0.69 ₹729 -8 -12.5 8.2 19.8 28.5 27 ICICI Prudential Equity and Debt Fund Growth ₹370.12
↓ -0.37 ₹38,507 1.9 -5.2 11.2 18.2 29.4 17.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹35.03
↓ -0.41 ₹974 -10.4 -10.8 8.5 16.4 29.1 25.8 UTI Hybrid Equity Fund Growth ₹381.794
↓ -1.45 ₹5,633 -3.3 -7.6 12.6 16.1 25.3 19.7 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 DSP BlackRock Equity and Bond Fund Growth ₹341.211
↓ -0.63 ₹9,795 0.1 -4.3 18.7 15 21.2 17.7 Franklin India Equity Hybrid Fund Growth ₹256.469
↓ -0.56 ₹1,945 -3 -5.8 9.9 14.8 22.2 17.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Mar 25 Assets >= 200 Crore & Sorted on 3 Year CAGR Return.
(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 Below is the key information for JM Equity Hybrid 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. 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 Below is the key information for ICICI Prudential Equity and Debt Fund Returns up to 1 year are on (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 Below is the key information for BOI AXA Mid and Small Cap Equity and Debt Fund Returns up to 1 year are on (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 Below is the key information for UTI Hybrid Equity 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. 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 Below is the key information for Sundaram Equity Hybrid Fund Returns up to 1 year are on 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 Below is the key information for DSP BlackRock Equity and Bond Fund Returns up to 1 year are on (Erstwhile Franklin India Balanced Fund) The fund aims to provide long term capital appreciation and current income by investing in equity and equity related securities and high quality fixed income instruments. Franklin India Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 10 Dec 99. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Equity Hybrid Fund Returns up to 1 year are on 1. JM Equity Hybrid Fund
CAGR/Annualized return of 12.5% since its launch. Ranked 35 in Hybrid Equity category. Return for 2024 was 27% , 2023 was 33.8% and 2022 was 8.1% . JM Equity Hybrid Fund
Growth Launch Date 1 Apr 95 NAV (25 Mar 25) ₹113.771 ↓ -0.69 (-0.60 %) Net Assets (Cr) ₹729 on 28 Feb 25 Category Hybrid - Hybrid Equity AMC JM Financial Asset Management Limited Rating ☆ Risk Moderately High Expense Ratio 2.36 Sharpe Ratio -0.28 Information Ratio 1.09 Alpha Ratio -0.16 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹14,364 28 Feb 22 ₹16,162 28 Feb 23 ₹17,716 29 Feb 24 ₹26,429 28 Feb 25 ₹26,859 Returns for JM Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 25 Duration Returns 1 Month 2.2% 3 Month -8% 6 Month -12.5% 1 Year 8.2% 3 Year 19.8% 5 Year 28.5% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 27% 2022 33.8% 2021 8.1% 2020 22.9% 2019 30.5% 2018 -8.1% 2017 1.7% 2016 18.5% 2015 3% 2014 -0.2% Fund Manager information for JM Equity Hybrid Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 0.41 Yr. Asit Bhandarkar 31 Dec 21 3.17 Yr. Chaitanya Choksi 20 Aug 21 3.53 Yr. Ruchi Fozdar 4 Oct 24 0.41 Yr. Data below for JM Equity Hybrid Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 4.23% Equity 77.28% Debt 18.49% Equity Sector Allocation
Sector Value Financial Services 18.69% Consumer Cyclical 12.39% Technology 11.27% Health Care 10.02% Basic Materials 6.78% Industrials 6.21% Consumer Defensive 5.65% Communication Services 3.57% Real Estate 0.64% Debt Sector Allocation
Sector Value Government 11.16% Corporate 7.96% Cash Equivalent 3.6% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY5% ₹38 Cr 200,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000345% ₹34 Cr 43,004
↑ 43,004 6.79% Govt Stock 2034
Sovereign Bonds | -4% ₹29 Cr 2,850,000
↑ 550,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK4% ₹28 Cr 167,000
↓ -8,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5329774% ₹28 Cr 31,280
↑ 16,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIARTL4% ₹27 Cr 165,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK3% ₹25 Cr 200,114
↑ 50,000 REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | 5329553% ₹23 Cr 500,500
↑ 280,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | JUBLFOOD3% ₹21 Cr 300,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433202% ₹18 Cr 835,000
↑ 350,000 2. ICICI Prudential Equity and Debt Fund
CAGR/Annualized return of 15.3% since its launch. Ranked 7 in Hybrid Equity category. Return for 2024 was 17.2% , 2023 was 28.2% and 2022 was 11.7% . ICICI Prudential Equity and Debt Fund
Growth Launch Date 3 Nov 99 NAV (25 Mar 25) ₹370.12 ↓ -0.37 (-0.10 %) Net Assets (Cr) ₹38,507 on 28 Feb 25 Category Hybrid - Hybrid Equity AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio -0.09 Information Ratio 1.74 Alpha Ratio 2.23 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,117 28 Feb 22 ₹16,861 28 Feb 23 ₹18,248 29 Feb 24 ₹25,219 28 Feb 25 ₹26,616 Returns for ICICI Prudential Equity and Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 25 Duration Returns 1 Month 4.9% 3 Month 1.9% 6 Month -5.2% 1 Year 11.2% 3 Year 18.2% 5 Year 29.4% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 2.1% Fund Manager information for ICICI Prudential Equity and Debt Fund
Name Since Tenure Sankaran Naren 7 Dec 15 9.24 Yr. Manish Banthia 19 Sep 13 11.45 Yr. Mittul Kalawadia 29 Dec 20 4.17 Yr. Akhil Kakkar 22 Jan 24 1.11 Yr. Sri Sharma 30 Apr 21 3.84 Yr. Sharmila D’mello 31 Jul 22 2.59 Yr. Nitya Mishra 4 Nov 24 0.32 Yr. Data below for ICICI Prudential Equity and Debt Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 6.32% Equity 75.92% Debt 17.19% Equity Sector Allocation
Sector Value Financial Services 21.65% Consumer Cyclical 12% Energy 7.05% Utility 6.03% Health Care 5.98% Industrials 5.67% Communication Services 5.12% Consumer Defensive 4.51% Technology 3.56% Basic Materials 2.93% Real Estate 1.46% Debt Sector Allocation
Sector Value Corporate 12.06% Government 6.82% Cash Equivalent 4.44% Securitized 0.76% Credit Quality
Rating Value A 3.52% AA 31.88% AAA 64.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK6% ₹2,544 Cr 20,309,765 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | HDFCBANK6% ₹2,507 Cr 14,755,052
↑ 1,979,280 NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 5325556% ₹2,263 Cr 69,849,866
↑ 2,766,554 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | MARUTI5% ₹2,076 Cr 1,686,589
↓ -64,800 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 16 | BHARTIARTL4% ₹1,776 Cr 10,920,680 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA4% ₹1,680 Cr 9,630,438
↑ 871,312 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Apr 17 | 5003123% ₹1,364 Cr 51,947,874 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jan 23 | 5403763% ₹1,168 Cr 3,186,567
↑ 12,473 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 22 | RELIANCE3% ₹1,075 Cr 8,498,686 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | 5323433% ₹1,046 Cr 4,256,121 3. BOI AXA Mid and Small Cap Equity and Debt Fund
CAGR/Annualized return of 15.5% since its launch. Return for 2024 was 25.8% , 2023 was 33.7% and 2022 was -4.8% . BOI AXA Mid and Small Cap Equity and Debt Fund
Growth Launch Date 20 Jul 16 NAV (25 Mar 25) ₹35.03 ↓ -0.41 (-1.16 %) Net Assets (Cr) ₹974 on 28 Feb 25 Category Hybrid - Hybrid Equity AMC BOI AXA Investment Mngrs Private Ltd Rating Risk Moderately High Expense Ratio 2.68 Sharpe Ratio -0.37 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,854 28 Feb 22 ₹17,177 28 Feb 23 ₹17,514 29 Feb 24 ₹25,575 28 Feb 25 ₹25,270 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 25 Mar 25 Duration Returns 1 Month 5.4% 3 Month -10.4% 6 Month -10.8% 1 Year 8.5% 3 Year 16.4% 5 Year 29.1% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 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 2014 Fund Manager information for BOI AXA Mid and Small Cap Equity and Debt Fund
Name Since Tenure Alok Singh 16 Feb 17 8.04 Yr. Data below for BOI AXA Mid and Small Cap Equity and Debt Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 11.37% Equity 74.18% Debt 14.45% Equity Sector Allocation
Sector Value Financial Services 15.32% Basic Materials 12.07% Technology 11.56% Industrials 11.2% Consumer Cyclical 10.02% Health Care 7.77% Consumer Defensive 3.31% Energy 1.69% Utility 1.25% Debt Sector Allocation
Sector Value Cash Equivalent 10.46% Government 9.41% Corporate 5.95% Credit Quality
Rating Value AA 2.34% AAA 97.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 May 20 | COFORGE4% ₹42 Cr 51,000
↑ 8,000 Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 31 May 24 | HUDCO3% ₹30 Cr 1,300,000
↑ 690,000 Jindal Stainless Ltd (Basic Materials)
Equity, Since 30 Sep 21 | JSL3% ₹29 Cr 450,000
↑ 40,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Dec 23 | DIXON3% ₹28 Cr 19,000
↑ 6,000 Swan Energy Ltd (Industrials)
Equity, Since 31 Dec 23 | SWANENERGY2% ₹26 Cr 475,000
↑ 35,000 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹25 Cr 145,000
↑ 38,000 Zaggle Prepaid Ocean Services Ltd (Technology)
Equity, Since 31 Aug 24 | ZAGGLE2% ₹22 Cr 494,802 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 5004932% ₹21 Cr 172,000
↑ 75,000 Indian Railway Finance Corporation Limited
Debentures | -2% ₹20 Cr 2,000,000 National Bank For Agriculture And Rural Development
Debentures | -2% ₹20 Cr 2,000,000 4. UTI Hybrid Equity Fund
CAGR/Annualized return of 15% since its launch. Ranked 12 in Hybrid Equity category. Return for 2024 was 19.7% , 2023 was 25.5% and 2022 was 5.6% . UTI Hybrid Equity Fund
Growth Launch Date 2 Jan 95 NAV (25 Mar 25) ₹381.794 ↓ -1.45 (-0.38 %) Net Assets (Cr) ₹5,633 on 28 Feb 25 Category Hybrid - Hybrid Equity AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio 0.09 Information Ratio 1.77 Alpha Ratio 4.66 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,878 28 Feb 22 ₹15,101 28 Feb 23 ₹16,145 29 Feb 24 ₹21,296 28 Feb 25 ₹22,863 Returns for UTI Hybrid Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 25 Duration Returns 1 Month 3.2% 3 Month -3.3% 6 Month -7.6% 1 Year 12.6% 3 Year 16.1% 5 Year 25.3% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2023 19.7% 2022 25.5% 2021 5.6% 2020 30.5% 2019 13.2% 2018 2.5% 2017 -5.6% 2016 25.7% 2015 8.8% 2014 2.4% Fund Manager information for UTI Hybrid Equity Fund
Name Since Tenure V Srivatsa 24 Sep 09 15.44 Yr. Sunil Patil 5 Feb 18 7.07 Yr. Data below for UTI Hybrid Equity Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 3.45% Equity 69.21% Debt 27.34% Equity Sector Allocation
Sector Value Financial Services 21.85% Consumer Cyclical 8.89% Technology 7.59% Basic Materials 6.09% Consumer Defensive 4.9% Industrials 4.65% Communication Services 4.58% Health Care 4.15% Energy 3.15% Utility 2.34% Real Estate 1.02% Debt Sector Allocation
Sector Value Government 23.2% Corporate 4.14% Cash Equivalent 3.45% Credit Quality
Rating Value AA 1.11% AAA 98.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK7% ₹396 Cr 2,328,702 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | ICICIBANK5% ₹303 Cr 2,418,644 7.18% Govt Stock 2037
Sovereign Bonds | -5% ₹270 Cr 2,625,000,000
↓ -625,000,000 7.23% Govt Stock 2039
Sovereign Bonds | -5% ₹269 Cr 2,600,000,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY4% ₹230 Cr 1,225,642
↓ -45,473 7.1% Govt Stock 2034
Sovereign Bonds | -4% ₹210 Cr 2,050,000,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | ITC3% ₹190 Cr 4,242,150 7.41% Govt Stock 2036
Sovereign Bonds | -2% ₹131 Cr 1,250,000,000 6.92% Govt Stock 2039
Sovereign Bonds | -2% ₹126 Cr 1,250,000,000
↑ 1,000,000,000 7.32% Govt Stock 2030
Sovereign Bonds | -2% ₹124 Cr 1,200,000,000 5. Sundaram Equity Hybrid Fund
CAGR/Annualized return of 12.8% since its launch. Ranked 25 in Hybrid Equity category. . 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 29 Feb 20 ₹10,000 28 Feb 21 ₹11,804 Returns for Sundaram Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 25 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 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 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 6. DSP BlackRock Equity and Bond Fund
CAGR/Annualized return of 14.6% since its launch. Ranked 9 in Hybrid Equity category. Return for 2024 was 17.7% , 2023 was 25.3% and 2022 was -2.7% . DSP BlackRock Equity and Bond Fund
Growth Launch Date 27 May 99 NAV (25 Mar 25) ₹341.211 ↓ -0.63 (-0.18 %) Net Assets (Cr) ₹9,795 on 28 Feb 25 Category Hybrid - Hybrid Equity AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio 0.37 Information Ratio 0.55 Alpha Ratio 7.45 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,058 28 Feb 22 ₹13,521 28 Feb 23 ₹13,795 29 Feb 24 ₹17,519 28 Feb 25 ₹19,401 Returns for DSP BlackRock Equity and Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 25 Duration Returns 1 Month 4.3% 3 Month 0.1% 6 Month -4.3% 1 Year 18.7% 3 Year 15% 5 Year 21.2% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 17.7% 2022 25.3% 2021 -2.7% 2020 24.2% 2019 17% 2018 14.2% 2017 -5.1% 2016 27.6% 2015 8.3% 2014 4.8% Fund Manager information for DSP BlackRock Equity and Bond Fund
Name Since Tenure Abhishek Singh 1 Mar 24 1 Yr. Shantanu Godambe 1 Aug 24 0.58 Yr. Data below for DSP BlackRock Equity and Bond Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 3.26% Equity 69.96% Debt 26.78% Equity Sector Allocation
Sector Value Financial Services 31.25% Consumer Cyclical 9.47% Health Care 7.77% Consumer Defensive 6.41% Basic Materials 5.36% Technology 3.43% Industrials 2.77% Communication Services 1.5% Utility 1.24% Energy 0.75% Debt Sector Allocation
Sector Value Government 17.25% Corporate 9.53% Cash Equivalent 3.26% Credit Quality
Rating Value AA 9.05% AAA 90.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 14 | HDFCBANK7% ₹725 Cr 4,270,582 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 15 | ICICIBANK5% ₹462 Cr 3,688,426 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000344% ₹408 Cr 517,654
↓ -129,651 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | M&M4% ₹365 Cr 1,221,070
↑ 90,313 Cipla Ltd (Healthcare)
Equity, Since 31 May 24 | 5000873% ₹319 Cr 2,156,479
↑ 118,749 7.34% Govt Stock 2064
Sovereign Bonds | -3% ₹312 Cr 29,500,000
↑ 9,500,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Apr 24 | SBILIFE3% ₹273 Cr 1,839,316 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322153% ₹268 Cr 2,722,536
↑ 465,972 7.14% Madhya Pradesh SDL 2043
Sovereign Bonds | -3% ₹257 Cr 25,000,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 24 | ITC2% ₹244 Cr 5,446,718 7. Franklin India Equity Hybrid Fund
CAGR/Annualized return of 13.7% since its launch. Ranked 16 in Hybrid Equity category. Return for 2024 was 17.7% , 2023 was 22.5% and 2022 was 4.7% . Franklin India Equity Hybrid Fund
Growth Launch Date 10 Dec 99 NAV (25 Mar 25) ₹256.469 ↓ -0.56 (-0.22 %) Net Assets (Cr) ₹1,945 on 28 Feb 25 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio -0.23 Information Ratio 0.91 Alpha Ratio 0.82 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,700 28 Feb 22 ₹14,162 28 Feb 23 ₹14,858 29 Feb 24 ₹19,596 28 Feb 25 ₹20,404 Returns for Franklin India Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 25 Duration Returns 1 Month 3.2% 3 Month -3% 6 Month -5.8% 1 Year 9.9% 3 Year 14.8% 5 Year 22.2% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 17.7% 2022 22.5% 2021 4.7% 2020 23.8% 2019 13.7% 2018 7.9% 2017 -1.6% 2016 21% 2015 7.6% 2014 4.8% Fund Manager information for Franklin India Equity Hybrid Fund
Name Since Tenure Ajay Argal 4 Oct 24 0.41 Yr. Anuj Tagra 7 Mar 24 0.98 Yr. Chandni Gupta 7 Mar 24 0.98 Yr. Sandeep Manam 18 Oct 21 3.37 Yr. Rajasa Kakulavarapu 6 Sep 21 3.48 Yr. Data below for Franklin India Equity Hybrid Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 3.57% Equity 67.93% Debt 28.5% Equity Sector Allocation
Sector Value Financial Services 20.17% Consumer Cyclical 10.96% Industrials 8.41% Technology 6.66% Health Care 4.1% Communication Services 4.06% Consumer Defensive 3.46% Basic Materials 3.19% Energy 2.8% Utility 2.67% Real Estate 0.74% Debt Sector Allocation
Sector Value Corporate 26.22% Cash Equivalent 3.57% Government 2.29% Credit Quality
Rating Value AA 36.36% AAA 63.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK7% ₹136 Cr 800,000
↑ 23,500 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹104 Cr 834,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹72 Cr 384,300 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT3% ₹71 Cr 198,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | BHARTIARTL3% ₹57 Cr 353,000 Bajaj Finance Limited
Debentures | -3% ₹54 Cr 5,000 ICICI Home Finance Company Limited
Debentures | -3% ₹54 Cr 5,000 Bharti Telecom Limited 8.65%
Debentures | -3% ₹51 Cr 5,000 Mankind Pharma Ltd
Debentures | -3% ₹51 Cr 5,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322152% ₹49 Cr 500,000
↑ 30,000
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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AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
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