The table below shows a list of Top Performed Aggressive Hybrid Funds in 10 Years based on AUM, NAV & Minimum SIP.
Name | AUM | NAV | Minimum SIP (rs.) |
SBI Equity Hybrid Fund | 71,495.31 | 306.33 | 5,000.00 |
ICICI Pru Equity & Debt Fund | 37,036.78 | 415.37 | 100.00 |
Canara Rob Equity Hybrid Fund | 10,619.39 | 393.66 | 1000 |
DSP Equity & Bond Fund | 9,698.66 | 376.74 | 100 |
HSBC Aggressive Hybrid Fund | 5,441.86 | 62.34 | 1,500.00 |
Sundaram Aggressive Hybrid Fund | 4,643.67 | 179.82 | 1,000.00 |
Quant Absolute Fund | 2,216.28 | 479.19 | 1,000.00 |
Franklin India Equity Hybrid Fund | 1,901.46 | 299.26 | 500.00 |
Edelweiss Aggressive Hybrid Fund | 1,860.39 | 69.9 | 100 |
JM Aggressive Hybrid Fund | 305.67 | 142.38 | 100 |
Content:
- What Is Aggressive Hybrid Fund?
- Best Top Performed Aggressive Hybrid Fund in 10 Years
- List Of Top Performed Aggressive Hybrid Funds in 10 Years
- Top Performed Aggressive Hybrid Fund in 10 Years
- Who Should Invest In Top Performed Aggressive Hybrid Fund in 10 Years?
- How To Invest In Top Performed Aggressive Hybrid Fund in 10 Years?
- Performance Metrics Of Best Performed Aggressive Hybrid Fund in 10 Years?
- Benefits Of Investing In Top Performed Aggressive Hybrid Fund in 10 Years?
- Challenges Of Investing In Best Performed Aggressive Hybrid Fund in 10 Years?
- Introduction to Top Performed Aggressive Hybrid Fund in 10 Years
- Best Top Performed Aggressive Hybrid Fund in 10 Years – FAQs
What Is Aggressive Hybrid Fund?
An aggressive hybrid fund is a type of mutual fund that combines both equity (stocks) and debt (bonds) investments but with a higher allocation towards equities. This fund aims for high returns through substantial stock investments, while also providing some stability and income through bonds. It targets investors with a higher risk tolerance, seeking long-term capital growth and willing to accept significant volatility in pursuit of greater gains.
Best Top Performed Aggressive Hybrid Fund in 10 Years
The table below shows the Best Top Performed Aggressive Hybrid Fund in 10 Years based on Expense Ratio and Minimum SIP.
Name | Expense Ratio | Minimum SIP (rs.) |
Franklin India Equity Hybrid Fund | 1.07 | 500.00 |
ICICI Pru Equity & Debt Fund | 1 | 100.00 |
HSBC Aggressive Hybrid Fund | 0.81 | 1,500.00 |
Quant Absolute Fund | 0.75 | 1,000.00 |
SBI Equity Hybrid Fund | 0.73 | 5,000.00 |
DSP Equity & Bond Fund | 0.71 | 100 |
Sundaram Aggressive Hybrid Fund | 0.69 | 1,000.00 |
JM Aggressive Hybrid Fund | 0.6 | 100 |
Canara Rob Equity Hybrid Fund | 0.57 | 1000 |
Edelweiss Aggressive Hybrid Fund | 0.29 | 100 |
List Of Top Performed Aggressive Hybrid Funds in 10 Years
The table below shows the Top Performed Aggressive Hybrid Fund in 10 Years based on CAGR 3Y and Minimum SIP.
Name | CAGR 3Y | Minimum SIP (rs.) |
JM Aggressive Hybrid Fund | 26.6 | 100 |
ICICI Pru Equity & Debt Fund | 25.4 | 100.00 |
Edelweiss Aggressive Hybrid Fund | 22.48 | 100 |
Quant Absolute Fund | 20.91 | 1,000.00 |
Franklin India Equity Hybrid Fund | 17.75 | 500.00 |
HSBC Aggressive Hybrid Fund | 17.27 | 1,500.00 |
Sundaram Aggressive Hybrid Fund | 16.72 | 1,000.00 |
Canara Rob Equity Hybrid Fund | 16.36 | 1000 |
DSP Equity & Bond Fund | 15.48 | 100 |
SBI Equity Hybrid Fund | 14.63 | 5,000.00 |
Top Performed Aggressive Hybrid Fund in 10 Years
The table below shows the Top Performed Aggressive Hybrid Fund in 10 Years based on AMC and Exit Load.
Name | AMC | Exit Load |
Sundaram Aggressive Hybrid Fund | Sundaram Asset Management Company Limited | 1 |
SBI Equity Hybrid Fund | SBI Funds Management Limited | 1 |
Quant Absolute Fund | Quant Money Managers Limited | 1 |
JM Aggressive Hybrid Fund | JM Financial Asset Management Private Limited | 1 |
ICICI Pru Equity & Debt Fund | ICICI Prudential Asset Management Company Limited | 1 |
HSBC Aggressive Hybrid Fund | HSBC Global Asset Management (India) Private Limited | 1 |
Franklin India Equity Hybrid Fund | Franklin Templeton Asset Management (India) Private Limited | 1 |
Edelweiss Aggressive Hybrid Fund | Edelweiss Asset Management Limited | 1 |
DSP Equity & Bond Fund | DSP Investment Managers Private Limited | 1 |
Canara Rob Equity Hybrid Fund | Canara Robeco Asset Management Company Limited | 1 |
Who Should Invest In Top Performed Aggressive Hybrid Fund in 10 Years?
Investors with a high-risk tolerance and a long-term investment horizon should consider top-performing aggressive hybrid funds from the past decade. These funds are ideal for those seeking significant capital growth and are comfortable with substantial market fluctuations. They suit individuals aiming for higher returns through equity exposure, while still benefiting from some stability offered by debt investments.
How To Invest In Top Performed Aggressive Hybrid Fund in 10 Years?
To invest in top-performing aggressive hybrid funds, start by researching funds with strong historical performance over the past decade. Compare their performance, expense ratios, and management teams. Open an account with a reputable mutual fund provider or financial advisor. Allocate your investment according to your risk tolerance and goals, and regularly review the fund’s performance to ensure it meets your expectations.
Performance Metrics Of Best Performed Aggressive Hybrid Fund in 10 Years?
Performance metrics of the best-performing aggressive hybrid fund over 10 years typically highlight impressive returns and stability. Key indicators include growth in net asset value, consistent annual returns, low volatility, and efficient asset allocation.
- Net Asset Value Growth: The fund shows significant growth in net asset value, reflecting its ability to generate strong returns and build wealth over a decade.
- Consistent Annual Returns: The fund delivers consistent annual returns, indicating reliable performance and the ability to generate positive returns year after year.
- Low Volatility: The fund maintains low volatility, demonstrating stability in returns and a controlled risk profile despite its aggressive investment strategy.
- Efficient Asset Allocation: The fund’s asset allocation strategy is effective, balancing equities and debt to optimize returns while managing risk, crucial for sustaining performance over a long period.
Benefits Of Investing In Top Performed Aggressive Hybrid Fund in 10 Years?
The main benefits of investing in top-performing aggressive hybrid funds over ten years include high returns, diversification, professional management, and an inflation hedge.
1. High Returns: Such funds have historically delivered substantial capital growth, benefiting investors seeking long-term wealth accumulation.
2. Diversification: They combine equities and debt, balancing risk and potentially enhancing returns through diversified asset allocation.
3. Professional Management: These funds are managed by experts who make strategic decisions to maximize returns and manage risk.
4. Inflation Hedge: Equity exposure in these funds can offer protection against inflation, as stocks generally outperform inflation over the long term.
Challenges Of Investing In Best Performed Aggressive Hybrid Fund in 10 Years?
The main challenges of investing in top-performing aggressive hybrid funds over ten years include high volatility, risk of underperformance, expanse ratios, and complexity.
1. High Volatility: These funds often experience significant market fluctuations, which can lead to substantial short-term losses despite long-term gains.
2. Risk of Underperformance: Past performance doesn’t guarantee future results, and the fund might underperform in different market conditions.
3. Expense Ratios: Aggressive hybrid funds may have higher fees, impacting overall returns.
4. Complexity: Understanding the fund’s investment strategy and balancing between equities and bonds can be complex for individual investors.
Introduction to Top Performed Aggressive Hybrid Fund in 10 Years
SBI Equity Hybrid Fund
SBI Equity Hybrid Fund Direct Plan-Growth is an Aggressive Hybrid mutual fund scheme from SBI Mutual Fund. This fund has been in existence for 11 years and 6 months, having been launched on 01/01/2013.
SBI Equity Hybrid Fund Direct Plan-Growth as an Aggressive Hybrid mutual fund, manages assets valued at ₹68,372.47 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 16.53%. This fund has an exit load of 1% and an expense ratio of 0.73%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises 74.86% in equity, 21.3% in debt, and 3.44% in other securities.
ICICI Pru Equity & Debt Fund
ICICI Prudential Equity & Debt Fund Direct-Growth is an Aggressive Hybrid mutual fund scheme from ICICI Prudential Mutual Fund. This fund has been in existence for 11 years and 6 months, having been launched on 01/01/2013.
ICICI Prudential Equity & Debt Fund Direct-Growth as an Aggressive Hybrid mutual fund, manages assets valued at ₹37,036.78 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 23.7%. This fund has an exit load of 1% and an expense ratio of 1%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises 69.8% in equity, 21.63% in debt, and 8.57% in other securities.
Canara Rob Equity Hybrid Fund
Canara Robeco Equity Hybrid Fund Direct-Growth is an Aggressive Hybrid mutual fund scheme from Canara Robeco Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.
Canara Robeco Equity Hybrid Fund Direct-Growth as an Aggressive Hybrid mutual fund, manages assets valued at ₹10,619.39 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 19.42%. This fund has an exit load of 1% and an expense ratio of 0.57%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises 74.57% in equity, 21.34% in debt, and 4.09% in other securities.
DSP Equity & Bond Fund
DSP Equity & Bond Direct-Growth is an Aggressive Hybrid mutual fund scheme from DSP Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.
DSP Equity & Bond Direct-Growth as an Aggressive Hybrid mutual fund, manages assets valued at ₹9,698.66 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 19.23%. This fund has an exit load of 1% and an expense ratio of 0.73%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises 71.53% in equity, 25.39% in debt, and 3.08% in other securities.
HSBC Aggressive Hybrid Fund
HSBC Aggressive Hybrid Fund offers a balanced mix of equity and debt investments, aiming for high returns with moderate risk. It was launched on June 20, 2023.
HSBC Aggressive Hybrid Fund as an Aggressive Hybrid mutual fund, manages assets valued at ₹5,441.86 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 18.34%. This fund has an exit load of 1% and an expense ratio of 0.81%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises 74.86% in equity, 21.3% in debt, and 3.44% in other securities.
Sundaram Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund Direct-Growth is an Aggressive Hybrid mutual fund scheme from Sundaram Mutual Fund. This fund has been in existence for 11 years and 6 months, having been launched on 01/01/2013.
Sundaram Aggressive Hybrid Fund Direct-Growth as an Aggressive Hybrid mutual fund, manages assets valued at ₹4,979.18 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 18.16%. This fund has an exit load of 1% and an expense ratio of 0.69%. According to SEBI, it falls under the high-risk category. The fund’s asset allocation comprises 73.55% in equity, 25.21% in debt, and 1.25% in other securities.
Quant Absolute Fund
Quant Absolute Fund focuses on delivering absolute returns through diversified investments across asset classes, aiming for consistent performance in various market conditions. It was launched on November 20, 2020.
Quant Absolute Fund as an Aggressive Hybrid mutual fund, manages assets valued at ₹2,216.28 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 28.89%. This fund has an exit load of 1% and an expense ratio of 0.75%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises 68.66% in equity, 25.96% in debt, and 5.38% in other securities.
Franklin India Equity Hybrid Fund
Franklin India Equity Hybrid Fund Direct-Growth is an Aggressive Hybrid mutual fund scheme from Franklin Templeton Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.
Franklin India Equity Hybrid Fund Direct-Growth as an Aggressive Hybrid mutual fund, manages assets valued at ₹1,901.46 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 19.25%. This fund has an exit load of 1% and an expense ratio of 1.07%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises 74.86% in equity, 21.3% in debt, and 3.44% in other securities.
Best Top Performed Aggressive Hybrid Fund in 10 Years – FAQs
Best Performed Aggressive Hybrid Funds in 10 Years # 1:SBI Equity Hybrid Fund
Best Performed Aggressive Hybrid Funds in 10 Years # 2: ICICI Pru Equity & Debt Fund
Best Performed Aggressive Hybrid Funds in 10 Years # 3: Canara Rob Equity Hybrid Fund
Best Performed Aggressive Hybrid Funds in 10 Years # 4: DSP Equity & Bond Fund
Best Performed Aggressive Hybrid Funds in 10 Years # 5: HSBC Aggressive Hybrid Fund
These funds are listed based on the Highest AUM.
The top performing Aggressive Hybrid Funds in 10 Years based on expense ratio include Franklin India Equity Hybrid Fund, ICICI Pru Equity & Debt Fund, HSBC Aggressive Hybrid Fund, Quant Absolute Fund, and SBI Equity Hybrid Fund.
Yes, you can invest in top-performing aggressive hybrid funds from the past decade. However, it’s crucial to assess current performance, risk factors, and your own investment goals before investing. Past success does not guarantee future performance, so thorough research and due diligence are essential.
Investing in top-performing aggressive hybrid funds in India over the past decade can be beneficial if it aligns with your risk tolerance and investment goals. However, ensure you review the fund’s current performance, market conditions, and potential risks before making an investment decision.
To invest in the best-performing aggressive hybrid fund over the past decade, research top funds with strong historical returns and stability. Compare their features, open an investment account with a trusted broker like Alice Blue, and allocate funds according to your risk profile and financial goals. Regularly review performance.
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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.