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Best and the worst-performing Aggressive Hybrid mutual funds in Q2 of 2021-22
by 5paisa Research Team 10/11/2021

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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