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Five Best Performing Aggressive Hybrid Funds to Invest in

Highlights

  • What makes aggressive hybrid mutual funds the go-to investment option for most?
  • Plus, what are the top performers in this category? Read this post to know all

Aggressive hybrid funds are a type of hybrid funds that invest in a combination of equity and debt in the portfolio. As per SEBI regulations, they need to invest a minimum of 65% in equity shares and 20% in debt, the rest 15% can be invested as per the fund manager’s discretion in either equity or debt. Thus, these are considered as equity mutual funds from a taxation perspective since any fund which holds minimum 65% equity is classified as an equity mutual fund. These funds are ideal for investors who want a stable portfolio with both debt & equity. Many investors do not like to invest 100% in debt or equity, through these funds you get a flavour of both. The major advantage of these funds is that when equity markets are doing well, these funds have the ability to deliver equity fund-like returns since 65-80% of the portfolio is in equity. On the other hand, if equity markets are going down, the fund manager can increase the debt portion to 35%, thereby protecting the downside to that extent. Let us now look at the five best performing aggressive hybrid funds.

Top Mutual Funds to Invest in Now

Best Performing Aggressive Hybrid Funds

Canara Robeco Equity Hybrid Fund

This fund is offered by Canara Robeco Mutual Fund. These are the key points to note about this fund:

  • This fund was launched on 1st Feb 1993 and has returned 11.78% since launch. These are impressive returns considering this being a hybrid and not a pure equity fund.
  • An ideal time horizon is 5 years and more when investing in this fund.
  • The fund manages an AUM of INR 2,883 crores and is benchmarked against the Crisil Hybrid Index.
  • The current portfolio comprises 49 stocks and the debt portion majorly has AAA-rated bonds.
  • It is rated five stars by Value Research.
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DSP Equity and Bond Fund

This fund is offered by the DSP Mutual Fund. These are the key points to note about this fund.

  • This fund was launched on 27th May 1999 and has delivered 13.71% since launch. These returns are really good and are even better than some of the pure equity funds.
  • An ideal time horizon is 5 years and more when investing in this fund.
  • The fund manages an AUM of INR 5,406 crores and is benchmarked against the Crisil Hybrid Index.
  • The current portfolio has 53 stocks and the debt portion has a mix of AAA- and AA- rated bonds with 15% in AAA and about 5% in AA.
  • It is rated four stars by Value Research.

Kotak Equity Hybrid Fund

This fund is offered by Kotak Mutual Fund. These are the key points to note about this fund.

  • This fund was launched on 25th Nov 1999 and has delivered 12.83% annualized returns since launch. It has been a consistent performer over the years.
  • An ideal time horizon is 5 years and more when investing in this fund.
  • The fund manages assets worth INR 1,132 crores and is benchmarked against the Nifty 50 Hybrid Composite Index.
  • The current portfolio has 54 stocks and the debt portion has a mix of AAA- and AA- rated bonds with 13% in AAA and about 2% in AA.
  • It is rated three stars by Value Research.

Mirae Asset Hybrid Equity Fund

This fund is offered by Mirae mutual fund. These are the key points to note about this fund.

  • This fund was launched on 29th July 2015. It is the youngest fund in this category and has delivered 7.15% annualized returns since launch.
  • An ideal time horizon is 5 years and more when investing in this fund.
  • The fund manages assets worth 3274 crores and is benchmarked against the Crisil Hybrid Index.
  • The current portfolio has 57 stocks and the debt portion has a mix of AAA- and AA- rated bonds with 21% in AAA and about 8% in AA.
  • It is rated four stars by Value Research.
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SBI Equity Hybrid Fund

This fund is offered by SBI mutual fund which is the largest fund house in the country. These are the key points to note about this fund.

  • This fund was launched on 31st Dec 1995 and has delivered 15.04% since launch and is the best performer. This is also our top recommendation.
  • An ideal time horizon is 5 years and more when investing in this fund.
  • The fund manages assets worth INR 28,583 crores, which makes this the largest fund in its category. The fund is benchmarked against the Crisil Hybrid Index.
  • The current portfolio has 52 stocks and the debt portion has a mix of AAA- and AA- rated bonds with 17% in AAA and about 6% in AA.
  • It is rated five stars by Value Research.

Should You Invest in Aggressive Hybrid Funds?

These funds are suitable for people who intend to have a mix of both equity and debt in the portfolio and have an automatic asset allocation done. The risk appetite should be high when investing in these funds since a major part (65-80%) is invested in equity shares. Also, one should have a time horizon of at least five years when investing in these funds. We recommend splitting your money in the above-mentioned funds if you are looking to invest in aggressive hybrid funds.

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