Who Should Invest in Aggressive Hybrid Mutual Funds?
Aggressive Hybrid Funds returns depend largely on how the equity instruments are performing in the market. For this reason, it is best if the following people invest in this type of funds: View More
Features of Aggressive Hybrid Mutual Funds
Aggressive Hybrid funds have become a popular choice of investment because of the following attractive and logical reasons. View More
Factors to consider while investing in Aggressive Hybrid Funds
Here is a list of factors you can consider before investing in Aggressive Hybrid funds. View More
Taxability of Aggressive Hybrid Mutual Funds
The taxation of aggressive hybrid funds depends on the quantum of equity investments. Described below are the tax implications of aggressive hybrid funds returns. View More
Risks Involved in Aggressive Hybrid Funds
Hybrid funds, in general, are considered to be less risky than pure equity funds. This is because of the fact that part of the fund component is invested in market instruments other than equities. View More
Advantages of Aggressive Hybrid Mutual Funds
Mutual funds yield more favourable results when they are hybrid in nature. Let’s see some of the benefits, listed as under: View More
Popular Aggressive Hybrid Mutual Funds
- Fund Name
- Min SIP Investment Amt
- AUM (Cr.)
- 3Y Return
Quant Absolute Fund – Direct Growth is an Aggressive Hybrid scheme that was launched on 07-01-13 and is currently under the management of our experienced fund manager Sanjeev Sharma. With an impressive AUM of ₹1,787 Crores, this scheme's latest NAV is ₹420.4528 as of 18-03-24.
Quant Absolute Fund – Direct Growth scheme has delivered a return performance of 38.8% in the last 1 year, 25.5% in the last 3 years, and an 18.3% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Aggressive Hybrid funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹1,787
- 3Y Return
- 38.8%
Edelweiss Aggressive Hybrid Fund – Direct Growth is an Aggressive Hybrid scheme that was launched on 08-01-13 and is currently under the management of our experienced fund manager Bharat Lahoti. With an impressive AUM of ₹1,353 Crores, this scheme's latest NAV is ₹59.67 as of 18-03-24.
Edelweiss Aggressive Hybrid Fund – Direct Growth scheme has delivered a return performance of 35.9% in the last 1 year, 19.8% in the last 3 years, and an 14.6% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Aggressive Hybrid funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹1,353
- 3Y Return
- 35.9%
ICICI Pru Equity & Debt Fund – Direct Growth is an Aggressive Hybrid scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Sankaran Naren. With an impressive AUM of ₹32,429 Crores, this scheme's latest NAV is ₹362.55 as of 18-03-24.
ICICI Pru Equity & Debt Fund – Direct Growth scheme has delivered a return performance of 39.9% in the last 1 year, 24.4% in the last 3 years, and an 18.1% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Aggressive Hybrid funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹32,429
- 3Y Return
- 39.9%
Canara Robeco Equity Hybrid Fund – Direct Growth is an Aggressive Hybrid scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Shridatta Bhandwaldar. With an impressive AUM of ₹9,808 Crores, this scheme's latest NAV is ₹338.62 as of 18-03-24.
Canara Robeco Equity Hybrid Fund – Direct Growth scheme has delivered a return performance of 27.6% in the last 1 year, 13.9% in the last 3 years, and an 14.8% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Aggressive Hybrid funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹9,808
- 3Y Return
- 27.6%
SBI Equity Hybrid Fund – Direct Growth is an Aggressive Hybrid scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager R Srinivasan. With an impressive AUM of ₹65,073 Crores, this scheme's latest NAV is ₹271.189 as of 18-03-24.
SBI Equity Hybrid Fund – Direct Growth scheme has delivered a return performance of 27.9% in the last 1 year, 13.1% in the last 3 years, and an 15% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Aggressive Hybrid funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹65,073
- 3Y Return
- 27.9%
HDFC Hybrid Equity Fund – Direct Growth is an Aggressive Hybrid scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Chirag Setalvad. With an impressive AUM of ₹22,642 Crores, this scheme's latest NAV is ₹110.463 as of 18-03-24.
HDFC Hybrid Equity Fund – Direct Growth scheme has delivered a return performance of 23.9% in the last 1 year, 15.3% in the last 3 years, and an 15.5% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Aggressive Hybrid funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹22,642
- 3Y Return
- 23.9%
Baroda BNP Paribas Aggressive Hybrid Fund-Dir Growth is an Aggressive Hybrid scheme that was launched on 07-04-17 and is currently under the management of our experienced fund manager Jitendra Sriram. With an impressive AUM of ₹968 Crores, this scheme's latest NAV is ₹27.1562 as of 18-03-24.
Baroda BNP Paribas Aggressive Hybrid Fund-Dir Growth scheme has delivered a return performance of 35.4% in the last 1 year, 16.5% in the last 3 years, and an 15.5% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Aggressive Hybrid funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹968
- 3Y Return
- 35.4%
Kotak Equity Hybrid Fund – Direct Growth is an Aggressive Hybrid scheme that was launched on 03-11-14 and is currently under the management of our experienced fund manager Pankaj Tibrewal. With an impressive AUM of ₹5,045 Crores, this scheme's latest NAV is ₹58.767 as of 18-03-24.
Kotak Equity Hybrid Fund – Direct Growth scheme has delivered a return performance of 27.4% in the last 1 year, 15.9% in the last 3 years, and an 13.5% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Aggressive Hybrid funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹5,045
- 3Y Return
- 27.4%
Bank of India Mid & Small Cap Equity & Debt Fund-Dir Growth is an Aggressive Hybrid scheme that was launched on 20-07-16 and is currently under the management of our experienced fund manager Alok Singh. With an impressive AUM of ₹656 Crores, this scheme's latest NAV is ₹34.16 as of 18-03-24.
Bank of India Mid & Small Cap Equity & Debt Fund-Dir Growth scheme has delivered a return performance of 43.1% in the last 1 year, 24.2% in the last 3 years, and an 17.4% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Aggressive Hybrid funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹656
- 3Y Return
- 43.1%
Tata Hybrid Equity Fund – Direct Growth is an Aggressive Hybrid scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Chandraprakash Padiyar. With an impressive AUM of ₹3,693 Crores, this scheme's latest NAV is ₹430.325 as of 18-03-24.
Tata Hybrid Equity Fund – Direct Growth scheme has delivered a return performance of 26.8% in the last 1 year, 15% in the last 3 years, and an 13.9% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Aggressive Hybrid funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹3,693
- 3Y Return
- 26.8%
Frequently Asked Questions
Is there a lock-in period for aggressive hybrid mutual funds?
No, there is no lock-in period for aggressive hybrid mutual funds. Investors can redeem their funds at any time. However, if the funds are redeemed within one year of investing, there is a charge on the exit load that depends on the fund house.
What is the typical allocation of an aggressive hybrid fund?
As per SEBI mandates, an aggressive hybrid mutual fund is an open-ended mutual fund that invests in equity and debt instruments. The fund has to allocate 65% – 80% in equity or equity-linked instruments and 20% – 35% for debt.
What are the taxations on aggressive hybrid mutual funds?
Since aggressive hybrid funds invest 65%-80% in equities, these funds are taxable under the Income Tax Act 1961 and are taxed at the time of redemption on the profits gained. The gains are classified under Short Term Capital Gains (STCG), which are applicable for a holding period of less than 12 months and taxed at 15%, while the gains on a holding period above 12 months or more are taxed at 10% under LTCG (Long Term Capital Gains).
Who should invest in Aggressive Hybrid Mutual Funds?
An aggressive hybrid mutual fund is an excellent investment option for those with a long-term investment tenure. It is also essential to know that these funds do not promise any minimum return guarantee. So the ideal duration of investing in aggressive hybrid funds is at least 5 – 7 years.
What is the risk rating of an aggressive hybrid mutual fund?
Due to the high exposure to equity-linked instruments, the risk rating for an aggressive hybrid fund is on the higher side. These funds carry a high to medium risk, depending on the fund manager’s allocation. These funds have high volatility during unfavourable market conditions.