Aggressive Hybrid Mutual Funds
65–80% equity, the rest in debt.
One fund that holds both, rebalanced for you. The debt portion cushions falls without giving up much of the rise, and because the fund rebalances internally there is no tax event when it does.
Who it suits. A first investment, or somebody who wants equity exposure with the edges taken off. Hold for 5 years or more.
Regular plans in this category
- ICICI Prudential Aggressive Hybrid FundICICI Prudential Mutual Fund · NAV ₹408.80 2.7% 14.5% 16.1%
- BANK OF INDIA AGGRESSIVE HYBRID FUNDBank of India Mutual Fund · NAV ₹43.18 13.5% 17.6% 14.9%
- JM Aggressive Hybrid FundJM Financial Mutual Fund · NAV ₹122.67 1.9% 13.1% 13.5%
- Quant Aggressive Hybrid Fundquant Mutual Fund · NAV ₹465.29 10.7% 12.9% 13.0%
- Edelweiss Aggressive Hybrid FundEdelweiss Mutual Fund · NAV ₹66.05 3.3% 13.2% 12.9%
- Kotak Aggressive Hybrid FundKotak Mahindra Mutual Fund · NAV ₹66.20 5.0% 13.0% 12.1%
- UTI Aggressive Hybrid FundUTI Mutual Fund · NAV ₹410.51 2.0% 11.7% 11.9%
- Nippon India Aggressive Hybrid Fund (Existing Number of Segregated Portfolios - 2)Nippon India Mutual Fund · NAV ₹108.35 3.0% 11.5% 11.6%
- Bandhan Aggressive Hybrid FundBandhan Mutual Fund · NAV ₹28.30 8.0% 14.5% 11.4%
- Mahindra Manulife Aggressive Hybrid FundMahindra Manulife Mutual Fund · NAV ₹27.23 -0.8% 11.9% 11.3%
- SBI AGGRESSIVE HYBRID FUNDSBI Mutual Fund · NAV ₹320.28 5.6% 13.1% 10.7%
- Navi Aggressive Hybrid FundNavi Mutual Fund · NAV ₹22.50 8.4% 11.4% 10.7%
- Mirae Asset Aggressive Hybrid FundMirae Asset Mutual Fund · NAV ₹33.73 4.6% 11.0% 9.8%
- Franklin India Aggressive Hybrid FundFranklin Templeton Mutual Fund · NAV ₹269.70 -0.8% 10.5% 9.7%
- Canara Robeco Aggressive Hybrid FundCanara Robeco Mutual Fund · NAV ₹372.22 3.1% 11.2% 9.6%
- Union Aggressive Hybrid FundUnion Mutual Fund · NAV ₹18.80 3.9% 10.8% 9.3%
- Invesco India Aggressive Hybrid FundInvesco Mutual Fund · NAV ₹21.52 -5.3% 10.6% 9.2%
- HDFC Aggressive Hybrid FundHDFC Mutual Fund · NAV ₹115.05 -2.9% 7.1% 9.1%
- DSP Aggressive Hybrid FundDSP Mutual Fund · NAV ₹350.35 -2.1% 10.4% 9.0%
- Aditya Birla Sun Life Equity Hybrid '95 FundAditya Birla Sun Life Mutual Fund · NAV ₹1,568.90 2.4% 10.8% 8.8%
- Tata Aggressive Hybrid FundTata Mutual Fund · NAV ₹444.93 2.4% 8.8% 8.8%
- LIC MF Aggressive Hybrid FundLIC Mutual Fund · NAV ₹204.18 3.8% 11.3% 8.8%
- Groww Aggressive Hybrid FundGroww Mutual Fund · NAV ₹20.90 0.1% 9.3% 8.5%
- Shriram Aggressive Hybrid FundShriram Mutual Fund · NAV ₹32.23 2.6% 9.2% 7.9%
- Axis Aggressive Hybrid FundAxis Mutual Fund · NAV ₹21.00 2.9% 9.9% 7.3%
- PGIM India Aggressive Hybrid Equity FundPGIM India Mutual Fund · NAV ₹130.13 -0.8% 8.5% 6.9%
- BARODA BNP PARIBAS AGGRESSIVE HYBRID FUNDBaroda BNP Paribas Mutual Fund · NAV ₹28.39 2.1% 11.0% —
- HSBC Aggressive Hybrid FundHSBC Mutual Fund · NAV ₹60.36 6.9% 13.7% —
- Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)Sundaram Mutual Fund · NAV ₹163.19 0.8% 9.8% —
- WhiteOak Capital Aggressive Hybrid FundWhiteOak Capital Mutual Fund · NAV ₹10.49 — — —
Point-to-point CAGR from AMFI NAV history, Regular plans only. Ordered by five-year return so the list has a shape, not because the order is a judgement. Past returns do not predict future ones — a fund near the top is usually there because its style suited the last five years, and styles take turns.
Other categories
Questions people ask
What is a Aggressive Hybrid fund?
65–80% equity, the rest in debt. One fund that holds both, rebalanced for you. The debt portion cushions falls without giving up much of the rise, and because the fund rebalances internally there is no tax event when it does.
Who should invest in Aggressive Hybrid funds?
A first investment, or somebody who wants equity exposure with the edges taken off. A sensible holding period is 5 years or more.
How is this list ordered?
By five-year CAGR computed from AMFI's published NAV history, within one plan type. It is a sort, not a verdict — a fund near the top is there because its style suited the last five years, which is not a promise about the next five.
Should I choose the Direct or Regular plan?
A Direct plan holds exactly the same portfolio without the distributor commission, so its expense ratio is lower — commonly 0.5% to 1.2% a year — and it compounds ahead of the Regular plan for ever. Choose Regular only if you want an intermediary's advice and are content to pay for it annually.