Best and the worst-performing Aggressive Hybrid mutual funds in Q2 of 2021-22
Within the Hybrid Fund category, Aggressive Hybrid Mutual Fund scheme is the best performing scheme on the basis of quarterly returns.
There are various sub-categories within the main category of the hybrid scheme. As per SEBI, the Hybrid scheme is further divided into six sub-categories. Out of these six sub-categories, the aggressive hybrid scheme is one of the schemes which invest a minimum of 65% to 80% of total assets towards equity and equity-related instruments. Besides, 20% to 35% towards debt instruments. Since Q1 of 2021-22 aggressive hybrid funds are performing well. The on average quarterly return as of September 2021 of this scheme is 8.46%.
So, let’s have a look at the best and worst-performing funds or ETFs within the category of Aggressive Hybrid Scheme based on quarterly return:
|
Fund Name |
Quarterly Return (Q2 as of September 2021) |
AUM (in crores) (as of 30th September 2021) |
|
SBI Magnum Children's Benefit Fund |
25.05% |
₹322 |
|
ICICI Prudential Equity & Debt Fund |
15.34% |
₹18,653 |
|
Baroda Hybrid Equity Fund |
12.66% |
₹414 |
|
Axis Equity Hybrid Fund |
12.21% |
₹1,868 |
|
Axis Children’s Gift Fund |
12.09% |
₹703 |
|
Principal Hybrid Equity Fund |
11.14% |
₹1,115 |
|
Fund Name |
Quarterly Return (Q2 as of September 2021) |
AUM (in crores) (as of 30th September 2021) |
|
Nippon India Equity Hybrid Fund |
5.99% |
₹3,500 |
|
Aditya Birla Sun Life Retirement Fund |
6.08% |
₹96 |
|
LIC MF Equity Hybrid Fund |
6.52% |
₹471 |
|
BNP Paribas Substantial Equity Hybrid Fund |
7.10% |
₹715 |
|
HDFC Retirement Savings Hybrid Equity Fund |
7.13% |
₹732 |
|
HDFC Hybrid Equity |
7.40% |
₹18,909 |
Let’s look at the top holdings of the above-mentioned top as well as worst performing funds:
|
SBI Magnum Children's Benefit Fund |
|
|
Company |
%Assets |
|
Top Debt Holdings |
|
|
5.15% GOI 2025 |
3.07 |
|
Top Equity Holdings |
|
|
Sheela Foam |
5.37 |
|
P&G Hygiene & Health Care |
4.86 |
|
Finolex Industries |
4.78 |
|
Nippon India Equity Hybrid Fund |
|
|
Company |
%Assets |
|
Top Debt Holdings |
|
|
9.75% Uttar Pradesh Power Corporation 20/10/2022 |
4.34 |
|
ICICI Prudential Life Insurance Co. Ltd. |
1.71 |
|
9.60% Renew Wind Energy Delhi 31/03/2023 |
1.59 |
|
Top Equity Holdings |
|
|
Infosys |
8.58 |
|
HDFC Bank |
6.49 |
|
ICICI Bank |
6.42 |
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