Aggressive Hybrid Mutual Funds invest in both Stocks and Debt/Bonds of which 60 - 85% allocate in Equity Stocks while remaining in Govt. Securities.
Min. Recommend Duration for better Returns: 3 to 4 Years.
See below the Annual Performance of Aggressive Hybrid MF Schemes from 2010 - 2020:
|
Scheme
Name |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
2014 |
2013 |
2012 |
2011 |
2010 |
|
Kotak
Equity Hybrid |
15% |
14% |
-6% |
23% |
11% |
2% |
1% |
- |
- |
- |
- |
|
PGIM
India Hybrid Equity Fund |
11% |
10% |
-4% |
18% |
2% |
1% |
39% |
7% |
24% |
-28% |
14% |
|
BOI AXA
Mid & Small Cap Equity & Debt Fund |
31% |
-5% |
-14% |
47% |
0% |
- |
- |
- |
- |
- |
- |
|
ICICI
Prudential Equity & Debt Fund |
9% |
9% |
-2% |
25% |
13% |
2% |
45% |
10% |
29% |
-9% |
19% |
|
IDFC
Hybrid Equity Fund |
13% |
5% |
-4% |
16% |
- |
- |
- |
- |
- |
- |
- |
|
IDBI
Hybrid Equity Fund- Growth |
17% |
0% |
-6% |
22% |
0% |
- |
- |
- |
- |
- |
- |
|
Canara
Robeco Equity Hybrid Fund |
19% |
12% |
2% |
25% |
3% |
6% |
45% |
3% |
26% |
-10% |
17% |
|
UTI
Hybrid Equity Fund |
13% |
2% |
-6% |
26% |
9% |
2% |
33% |
6% |
28% |
-19% |
16% |
|
Principal
Hybrid Equity Fund |
16% |
2% |
-1% |
36% |
10% |
3% |
35% |
6% |
34% |
-22% |
10% |
|
HDFC
Hybrid Equity Fund - Growth (Adjusted NAV) |
13% |
7% |
-11% |
35% |
-1% |
-1% |
52% |
-1% |
20% |
-23% |
24% |
|
JM
Equity Hybrid Fund |
30% |
-8% |
2% |
18% |
3% |
0% |
33% |
11% |
24% |
-17% |
12% |
|
SBI
Equity Hybrid Fun |
13% |
13% |
0% |
28% |
3% |
7% |
43% |
11% |
35% |
-22% |
13% |
|
Invesco
India Equity & Bond Fund |
10% |
10% |
1% |
- |
- |
- |
- |
- |
- |
- |
- |
|
BNP
Paribas Substantial Equity Hybrid Fund |
14% |
16% |
1% |
11% |
- |
- |
- |
- |
- |
- |
- |
|
Shriram
Hybrid Equity Fund - Regular Plan |
13% |
8% |
2% |
24% |
1% |
0% |
27% |
2% |
- |
- |
- |
|
DSP
Equity & Bond Fund |
17% |
14% |
-5% |
28% |
8% |
5% |
45% |
-1% |
26% |
-17% |
16% |
|
Mirae
Asset Hybrid |
13% |
12% |
2% |
28% |
8% |
0% |
- |
- |
- |
- |
- |
|
Sundaram
Equity Hybrid Fund |
10% |
11% |
3% |
21% |
11% |
-3% |
24% |
4% |
22% |
-20% |
13% |
|
L&T
Hybrid Equity Fund |
13% |
7% |
-4% |
28% |
4% |
10% |
44% |
8% |
31% |
-13% |
- |
|
Baroda
Hybrid Equity Fund - Plan A |
17% |
4% |
-7% |
31% |
4% |
3% |
29% |
6% |
23% |
-20% |
17% |
|
Franklin
India Equity Hybrid Fund |
14% |
8% |
-1% |
21% |
7% |
5% |
47% |
6% |
24% |
-12% |
15% |
|
Aditya
Birla Sun Life Equity Hybrid 95 Fund |
11% |
5% |
-5% |
26% |
8% |
3% |
49% |
5% |
25% |
-14% |
20% |
|
LIC MF
Equity Hybrid Fund - Plan C |
9% |
14% |
-4% |
20% |
5% |
-7% |
34% |
7% |
24% |
-20% |
10% |
|
Axis
Equity Hybrid Fund |
15% |
15% |
-2% |
- |
- |
- |
- |
- |
- |
- |
- |
|
Navi
Equity Hybrid Fund |
6% |
11% |
2% |
- |
- |
- |
- |
- |
- |
- |
- |
|
Nippon
India Equity Hybrid Fund |
-6% |
3% |
-4% |
30% |
4% |
8% |
43% |
3% |
34% |
-19% |
22% |
|
Motilal
Oswal Equity Hybrid Fund |
15% |
16% |
0% |
- |
- |
- |
- |
- |
- |
- |
- |
|
Tata
Hybrid Equity Fund |
11% |
7% |
-2% |
19% |
4% |
7% |
49% |
7% |
31% |
-12% |
15% |
|
Mahindra
Manulife Hybrid Equity Nivesh Yojan |
17% |
10% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
HSBC
Equity Hybrid Fund |
16% |
10% |
4% |
- |
- |
- |
- |
- |
- |
- |
- |
|
Indiabulls
Equity Hybrid Fund |
12% |
10% |
0% |
- |
- |
- |
- |
- |
- |
- |
- |
|
Edelweiss
Aggressive Hybrid Fund |
12% |
10% |
1% |
26% |
0% |
2% |
38% |
7% |
21% |
-24% |
19% |
|
Quant
Absolute Fund |
36% |
6% |
-1% |
24% |
5% |
4% |
56% |
2% |
27% |
-24% |
8% |
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