Best Aggressive Hybrid Fund

The below table shows a list of the Best Aggressive Hybrid Fund Based on AUM, NAV, and minimum SIP.

Name	AUM (Cr)	NAV (Rs)	Minimum SIP (Rs)
ICICI Pru Equity & Debt Fund	39090.93	414.02	100
Canara Rob Equity Hybrid Fund	11002.30	393.37	100
Kotak Equity Hybrid Fund	6355.01	70.93	100
UTI Aggressive Hybrid Fund	5851.61	426.04	500
Quant Absolute Fund	2295.21	473.48	1000
Edelweiss Aggressive Hybrid Fund	1860.39	70.31	100
Mahindra Manulife Aggressive Hybrid Fund	1275.84	29.19	500
Baroda BNP Paribas Aggressive Hybrid Fund	1143.87	31.34	500
Bank of India Mid & Small Cap Equity & Debt Fund	840.76	42.37	100
JM Aggressive Hybrid Fund	383.76	145.10	100

Introduction to Aggressive Hybrid Funds

ICICI Prudential Equity & Debt Fund

ICICI Prudential Equity & Debt Fund is an Aggressive Hybrid mutual fund scheme from ICICI Prudential Mutual Fund. This fund has been operational for 11 years and 7 months, having been launched on January 1, 2013.

ICICI Prudential Equity & Debt Fund falls under the Aggressive Hybrid Fund category with an AUM of ₹39,090.93 crores, a 5-year CAGR of 24.97%, an exit load of 1%, and an expense ratio of 0.99%. The SEBI risk category is Very High. Its asset allocation includes 69.92% in Equity, 8.30% in Corporate Debt, 7.94% in Cash & Equivalents, 7.87% in Government Securities, 4.00% in REITs & InvIT, and 1.97% in Others.

Canara Robeco Equity Hybrid Fund

Canara Robeco Equity Hybrid Fund is an Aggressive Hybrid mutual fund scheme from Canara Robeco Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.

Canara Robeco Equity Hybrid Fund falls under the Aggressive Hybrid Fund category with an AUM of ₹11,002.30 crores, a 5-year CAGR of 19.66%, an exit load of 1%, and an expense ratio of 0.56%. The SEBI risk category is Very High. Its asset allocation includes 73.08% in Equity, 11.75% in Government Securities, 11.10% in Corporate Debt, 0.22% in Cash & Equivalents, and 3.85% in Others.

Kotak Equity Hybrid Fund

Kotak Equity Hybrid Fund is an Aggressive Hybrid mutual fund scheme from Kotak Mahindra Mutual Fund. This fund has been operational for 9 years and 10 months, having been launched on November 1, 2014.

Kotak Equity Hybrid Fund falls under the Aggressive Hybrid Fund category with an AUM of ₹6,355.01 crores, a 5-year CAGR of 22.47%, an exit load of 1%, and an expense ratio of 0.44%. The SEBI risk category is Very High. Its asset allocation includes 73.62% in Equity, 18.70% in Government Securities, 4.41% in Corporate Debt, 3.18% in Cash & Equivalents, and 0.09% in REITs & InvIT.

UTI Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund is an Aggressive Hybrid mutual fund scheme from UTI Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.

UTI Aggressive Hybrid Fund falls under the Aggressive Hybrid Fund category with an AUM of ₹5,851.61 crores, a 5-year CAGR of 21.31%, an exit load of 1%, and an expense ratio of 1.26%. The SEBI risk category is Very High. Its asset allocation includes 70.06% in Equity, 19.89% in Corporate Debt, 6.34% in Government Securities, 3.05% in Cash & Equivalents, and 0.66% in Others.

Quant Absolute Fund

Quant Absolute Fund is an Aggressive Hybrid mutual fund scheme from Quant Mutual Fund. This fund has been operational for 10 years and 8 months, having been launched on January 7, 2013.

Quant Absolute Fund falls under the Aggressive Hybrid Fund category with an AUM of ₹2,295.20 crores, a 5-year CAGR of 29.43%, an exit load of 1%, and an expense ratio of 0.70%. The SEBI risk category is Very High. Its asset allocation includes 71.56% in Equity, 10.67% in Government Securities, 6.61% in Treasury Bills, 6.29% in Futures & Options, and 4.62% in Cash & Equivalents.

Edelweiss Aggressive Hybrid Fund

Edelweiss Aggressive Hybrid Fund is an Aggressive Hybrid mutual fund scheme from Edelweiss Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.

Edelweiss Aggressive Hybrid Fund falls under the Aggressive Hybrid Fund category with an AUM of ₹1,860.39 crores, a 5-year CAGR of 22.46%, an exit load of 1%, and an expense ratio of 0.40%. The SEBI risk category is Very High. Its asset allocation includes 73.60% in Equity, 10.85% in Corporate Debt, 8.49% in Cash & Equivalents, 6.93% in Government Securities, and 0.12% in Mutual Funds.

Mahindra Manulife Aggressive Hybrid Fund

Mahindra Manulife Aggressive Hybrid Fund is an Aggressive Hybrid mutual fund scheme from Mahindra Manulife Mutual Fund. This fund has been operational for 5 years and 2 months, having been launched on June 28, 2019.

Mahindra Manulife Aggressive Hybrid Fund falls under the Aggressive Hybrid Fund category with an AUM of ₹1,275.84 crores, a 5-year CAGR of 23.91%, an exit load of 1%, and an expense ratio of 0.44%. The SEBI risk category is Very High. Its asset allocation includes 77.34% in Equity, 10.51% in Corporate Debt, 8.48% in Government Securities, 3.67% in Cash & Equivalents, and 0% in Others.

Baroda BNP Paribas Aggressive Hybrid Fund

Baroda BNP Paribas Aggressive Hybrid Fund is an Aggressive Hybrid mutual fund scheme from Baroda BNP Paribas Mutual Fund. This fund has been operational for 6 years and 4 months, having been launched on April 7, 2017.

Baroda BNP Paribas Aggressive Hybrid Fund falls under the Aggressive Hybrid Fund category with an AUM of ₹1,143.87 crores, a 5-year CAGR of 21.10%, an exit load of 1%, and an expense ratio of 0.49%. The SEBI risk category is Very High. Its asset allocation includes 70.74% in Equity, 11.28% in Corporate Debt, 8.87% in Government Securities, 1.24% in Cash & Equivalents, and 1.76% in REITs & InvIT.

Bank of India Mid & Small Cap Equity & Debt Fund

Bank of India Mid & Small Cap Equity & Debt Fund is an Aggressive Hybrid mutual fund scheme from Bank of India Mutual Fund. This fund has been operational for 8 years and 2 months, having been launched on June 29, 2016.

Bank of India Mid & Small Cap Equity & Debt Fund falls under the Aggressive Hybrid Fund category with an AUM of ₹840.76 crores, a 5-year CAGR of 30.44%, an exit load of 1%, and an expense ratio of 1.13%. The SEBI risk category is Very High. Its asset allocation includes 73.36% in Equity, 8.57% in Corporate Debt, 6.84% in Certificate of Deposit, 4.21% in Government Securities, and 3.20% in Cash & Equivalents.

JM Aggressive Hybrid Fund

JM Aggressive Hybrid Fund is an Aggressive Hybrid mutual fund scheme from JM Financial Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.

JM Aggressive Hybrid Fund falls under the Aggressive Hybrid Fund category with an AUM of ₹383.76 crores, a 5-year CAGR of 28.36%, an exit load of 1%, and an expense ratio of 0.60%. The SEBI risk category is Very High. Its asset allocation includes 77.55% in Equity, 9.70% in Government Securities, 8.13% in Corporate Debt, 3.68% in Cash & Equivalents, and 0.85% in Certificate of Deposit.

Aggressive Hybrid Fund Meaning

Aggressive Hybrid Funds are mutual funds that invest in a mix of equity and debt instruments, with a higher allocation to equity. Typically, these funds invest 65-80% of their assets in equity and equity-related securities, with the remaining in debt and money market instruments.

These funds aim to provide the growth potential of equity investments while offering some stability through debt allocation. The equity component seeks capital appreciation, while the debt portion aims to provide income and reduce overall portfolio volatility.

Aggressive Hybrid Funds are suitable for investors with a higher risk tolerance who seek the potential for higher returns than pure debt funds but with less volatility than pure equity funds. They offer a balanced approach to investing in a single fund.

Features of the Best Aggressive Hybrid Funds

The main features of the Best Aggressive Hybrid Funds include balanced asset allocation, potential for higher returns, professional management, tax efficiency, and flexibility in portfolio management. These features make them attractive for investors seeking a mix of growth and stability.

• Balanced Asset Allocation: These funds maintain a mix of equity and debt, typically with 65-80% in equity and the rest in debt instruments, providing a balanced investment approach.

• Higher Return Potential: The significant equity component offers the potential for higher returns compared to conservative hybrid or pure debt funds, aiming for capital appreciation.

• Professional Management: Experienced fund managers actively manage both the equity and debt portions of the portfolio, making informed investment decisions.

• Tax Efficiency: With over 65% in equity, these funds are treated as equity funds for taxation, offering more favorable tax treatment on long-term capital gains.

• Flexibility: Fund managers have the flexibility to adjust the equity-debt mix within the specified range based on market conditions, potentially optimizing returns.

Top Aggressive Hybrid Funds Based on Expense Ratio

The table below shows the Top Aggressive Hybrid Funds Based on Expense Ratio Based on the lowest to highest expense ratio.

Name	Expense Ratio (%)	Minimum SIP (Rs)
Edelweiss Aggressive Hybrid Fund	0.4	100
Kotak Equity Hybrid Fund	0.44	100
Mahindra Manulife Aggressive Hybrid Fund	0.44	500
Baroda BNP Paribas Aggressive Hybrid Fund	0.49	500
Canara Rob Equity Hybrid Fund	0.56	100
JM Aggressive Hybrid Fund	0.6	100
Quant Absolute Fund	0.7	1000
ICICI Pru Equity & Debt Fund	0.99	100
Bank of India Mid & Small Cap Equity & Debt Fund	1.13	100
UTI Aggressive Hybrid Fund	1.26	500

Best Aggressive Mutual Funds India Based on 3Y CAGR

The table below shows the Best Aggressive Mutual Funds in India Based on 3Y CAGR based on the Highest 3Y CAGR.

Name	CAGR 3Y (Cr)	Minimum SIP (Rs)
JM Aggressive Hybrid Fund	27.19	100
ICICI Pru Equity & Debt Fund	25.24	100
Bank of India Mid & Small Cap Equity & Debt Fund	24.00	100
Quant Absolute Fund	22.29	1000
Edelweiss Aggressive Hybrid Fund	22.19	100
Mahindra Manulife Aggressive Hybrid Fund	20.93	500
UTI Aggressive Hybrid Fund	20.09	500
Kotak Equity Hybrid Fund	19.78	100
Baroda BNP Paribas Aggressive Hybrid Fund	18.57	500
Canara Rob Equity Hybrid Fund	15.64	100

Best Aggressive Hybrid Mutual Funds Based on Exit Load 

The table below shows the Best Aggressive Hybrid Mutual Funds Based on Exit Load based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.

Name	AMC	Exit Load (%)
JM Aggressive Hybrid Fund	JM Financial Asset Management Private Limited	1
ICICI Pru Equity & Debt Fund	ICICI Prudential Asset Management Company Limited	1
Bank of India Mid & Small Cap Equity & Debt Fund	Bank of India Investment Managers Private Limited	1
Quant Absolute Fund	Quant Money Managers Limited	1
Edelweiss Aggressive Hybrid Fund	Edelweiss Asset Management Limited	1
Mahindra Manulife Aggressive Hybrid Fund	Mahindra Manulife Investment Management Private Limited	1
UTI Aggressive Hybrid Fund	UTI Asset Management Company Private Limited	1
Kotak Equity Hybrid Fund	Kotak Mahindra Asset Management Company Limited	1
Baroda BNP Paribas Aggressive Hybrid Fund	Baroda BNP Paribas Asset Management India Pvt. Ltd.	1
Canara Rob Equity Hybrid Fund	Canara Robeco Asset Management Company Limited	1

Aggressive Hybrid Fund Returns

The table below shows Aggressive Hybrid Fund Returns based on 1-year returns.

Name	Absolute Returns – 1Y (%)	Minimum SIP (Rs)
JM Aggressive Hybrid Fund	53.61	100
Bank of India Mid & Small Cap Equity & Debt Fund	48.61	100
Mahindra Manulife Aggressive Hybrid Fund	38.39	500
Quant Absolute Fund	38.27	1000
Edelweiss Aggressive Hybrid Fund	38.11	100
ICICI Pru Equity & Debt Fund	37.81	100
UTI Aggressive Hybrid Fund	35.23	500
Baroda BNP Paribas Aggressive Hybrid Fund	35.10	500
Kotak Equity Hybrid Fund	34.62	100
Canara Rob Equity Hybrid Fund	30.56	100

Historical Performance of Aggressive Hybrid Funds India

The table below shows the Historical Performance of Aggressive Hybrid Funds India based on 5-year return

Name	CAGR 5Y (Cr)	Minimum SIP (Rs)
Bank of India Mid & Small Cap Equity & Debt Fund	30.44	100
Quant Absolute Fund	29.43	1000
JM Aggressive Hybrid Fund	28.36	100
ICICI Pru Equity & Debt Fund	24.97	100
Mahindra Manulife Aggressive Hybrid Fund	23.91	500
Kotak Equity Hybrid Fund	22.47	100
Edelweiss Aggressive Hybrid Fund	22.46	100
UTI Aggressive Hybrid Fund	21.32	500
Baroda BNP Paribas Aggressive Hybrid Fund	21.10	500
Canara Rob Equity Hybrid Fund	19.66	100

Factors to Consider When Investing in Aggressive Hybrid Funds

When investing in Aggressive Hybrid Funds, consider asset allocation, historical performance, fund manager expertise, expense ratio, and risk-adjusted returns. These factors can significantly impact the fund’s performance and suitability for your investment portfolio.

• Asset Allocation: Examine the fund’s equity-debt mix and ensure it aligns with your risk tolerance and investment goals. The typical range is 65-80% in equity.

• Historical Performance: Evaluate the fund’s performance across different market cycles, comparing it with both its benchmark and peer funds over various time periods.

• Fund Manager Expertise: Research the fund manager’s experience and track record in managing hybrid portfolios, as their decisions significantly impact returns.

• Expense Ratio: Compare expense ratios across different aggressive hybrid funds. Lower fees can have a substantial impact on long-term returns.

• Risk-Adjusted Returns: Assess metrics like the Sharpe ratio to understand how well the fund balances returns with risk, providing a more comprehensive performance view.

How to Invest in Top Aggressive Hybrid Funds?

To invest in top Aggressive Hybrid Funds, start by researching funds with strong long-term performance and consistent returns. Consider factors like expense ratios, fund manager expertise, and the fund’s asset allocation strategy. Align the investment with your financial goals and risk tolerance.

Open an account with Alice Blue. Complete the necessary KYC (Know Your Customer) procedures. Choose your preferred Aggressive Hybrid Fund and decide whether you want to invest via lump sum or through a Systematic Investment Plan (SIP).

If opting for SIP, set up automatic transfers from your bank account. This can help you benefit from rupee cost averaging. Regularly review your investment’s performance and consider rebalancing your portfolio if needed. Stay invested for the long term to potentially benefit from compounding returns.

Impact of Market Trends on Top Aggressive Hybrid Mutual Fund In India

Market trends significantly impact Aggressive Hybrid Funds in India due to their substantial equity component. During bull markets, these funds can potentially deliver higher returns due to their equity allocation. In bear markets, the debt component may provide some stability, cushioning against steep declines.

Economic factors, interest rate changes, and sector-specific developments can all influence the performance of these funds. The fund manager’s ability to adjust the equity-debt mix within the permitted range based on market conditions can play a crucial role in navigating different market scenarios.

How Aggressive Hybrid Funds Perform in Volatile Markets?

Aggressive Hybrid Funds can show mixed performance in volatile markets. During periods of high volatility, the equity portion of the fund may experience significant fluctuations. However, the debt component can potentially provide some stability and cushion against extreme market movements.

The fund’s performance in volatile markets often depends on the fund manager’s skill in asset allocation and security selection. In some cases, these funds may outperform pure equity funds during market downturns while still capturing a significant portion of the upside during market rallies.

Advantages of Investing in Aggressive Hybrid Mutual Funds

The main advantages of investing in Aggressive Hybrid Mutual Funds include the potential for higher returns, a balanced approach to investing, professional management, tax efficiency, and built-in diversification. These features make them attractive for investors seeking a mix of growth and stability.

• Higher Return Potential: The significant equity component offers the opportunity for capital appreciation and potentially higher returns than conservative funds.

• Balanced Approach: The mix of equity and debt provides a balance between growth potential and stability, suitable for moderate risk-takers.

• Professional Management: Experienced fund managers actively manage both the equity and debt portions of the portfolio, making informed investment decisions.

• Tax Efficiency: These funds are treated as equity funds for taxation purposes, offering more favorable tax treatment on long-term capital gains.

• Built-in Diversification: Aggressive Hybrid Funds provide exposure to both equity and debt markets within a single fund, offering inherent diversification.

Risks of Investing in Aggressive Hybrid Mutual Funds

The main risks of investing in Aggressive Hybrid Mutual Funds include market risk, interest rate risk, credit risk, asset allocation risk, and the potential for underperformance. Investors should be aware of these risks before allocating funds to aggressive hybrid strategies.

• Market Risk: The significant equity component exposes the fund to stock market volatility and potential losses during market downturns.

• Interest Rate Risk: Changes in interest rates can affect the debt portion of the portfolio, impacting overall returns.

• Credit Risk: The debt component carries the risk of default by bond issuers, which can affect fund performance.

• Asset Allocation Risk: Incorrect asset allocation decisions by the fund manager can lead to underperformance relative to benchmarks or peer funds.

• Underperformance Risk: These funds may underperform pure equity funds during strong bull markets and pure debt funds during periods of market stress.

Contribution of Aggressive Hybrid Funds to Portfolio Diversification

Aggressive Hybrid Funds can significantly contribute to portfolio diversification by providing exposure to both equity and debt markets within a single investment. This built-in diversification can help balance risk and potential returns in an investor’s overall portfolio, potentially reducing volatility.

These funds can serve as a core holding for investors seeking a balanced approach. They can complement other investments, potentially reducing overall portfolio volatility while still offering the opportunity for capital appreciation. The debt component provides a cushion against equity market volatility.

Who Should Invest In Aggressive Hybrid Funds?

Aggressive Hybrid Funds are suitable for investors with a moderately high-risk tolerance who seek the potential for higher returns than pure debt funds but with less volatility than pure equity funds. They are ideal for those looking for a balanced approach to equity and debt investing in a single fund.

These funds can be appropriate for individuals with a medium to long-term investment horizon, typically 3-5 years or more. They suit investors who want professional management of both equity and debt allocations and are looking for tax-efficient returns, as these funds are treated as equity funds for taxation.

Impact of Fund Manager Expertise on Aggressive Hybrid Funds Performance

Fund manager expertise can significantly impact the performance of Aggressive Hybrid Funds. Skilled managers can potentially enhance returns through effective asset allocation, security selection, and market timing. Their ability to adjust the equity-debt mix within the permitted range based on market conditions is crucial.

Experienced managers may better navigate different market cycles, potentially providing downside protection during market downturns while capturing upside during rallies. Their expertise in both equity and debt markets is vital for optimizing the fund’s performance across various economic scenarios.

Aggressive Hybrid Fund Taxation

Taxation of Aggressive Hybrid Funds is similar to equity funds as they maintain over 65% allocation to equity. For holdings up to one year, gains are treated as short-term capital gains and taxed at 15%. For holdings over one year, long-term capital gains up to ₹1 lakh per year are tax-free, while gains above this are taxed at 10% without indexation benefit.

Dividends received from Aggressive Hybrid Funds are taxable in the hands of investors at their applicable income tax slab rates. It’s advisable to consult a tax professional for personalized advice based on your specific financial situation and the latest tax regulations.

FAQs – Top Aggressive Hybrid Funds

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