InvestorQ : How have aggressive hybrid funds performed over different time frames in the Indian mutual fund industry?
Riya Dwivedi made post

How have aggressive hybrid funds performed over different time frames in the Indian mutual fund industry?

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rhea Babu answered.
9 months ago
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The table below captures the performance of aggressive hybrid funds. Remember, that hybrid funds are the combination of equity and debt and these aggressive funds give a much bigger weightage to equities and go as high as 70-80% also in equities. They are the traditional balanced funds that are treated as equity funds for tax purposes.

Scheme Name

Return 1 Year (%) Regular

Return 1 Year (%) Direct

Return 1 Year (%) Benchmark

Return 3 Year (%) Regular

Return 3 Year (%) Direct

Return 3 Year (%) Benchmark

Return Since Launch Regular

Return Since Launch Direct

Return Since Launch Benchmark

Aditya Birla Sun Life Equity Hybrid '95 Fund

5.69

6.50

11.24

8.35

9.52

12.90

19.27

13.09

Axis Equity Hybrid Fund

15.69

17.41

11.24

9.10

10.84

5.91

Baroda Hybrid Equity Fund

5.02

5.89

11.24

8.69

10.10

12.90

11.13

10.36

13.10

BNP Paribas Substantial Equity Hybrid Fund

17.73

19.46

11.24

10.22

11.93

9.56

BOI AXA Mid & Small Cap Equity & Debt Fund

-3.78

-2.91

1.73

7.00

7.91

8.96

5.39

6.31

7.24

Canara Robeco Equity Hybrid Fund

12.65

13.96

11.24

12.90

14.34

12.90

12.25

13.87

DSP Equity & Bond Fund

15.46

16.63

11.24

12.07

13.30

12.90

14.55

13.18

Edelweiss Aggressive Hybrid Fund

11.40

13.13

11.24

12.43

13.52

12.90

10.06

11.86

10.73

Essel Equity Hybrid Fund

12.43

14.59

11.24

6.74

8.57

7.32

Franklin India Equity Hybrid Fund

8.88

10.08

11.24

9.36

10.76

12.90

13.41

13.62

HDFC Hybrid Equity Fund

8.79

9.51

13.32

10.67

11.77

13.53

15.41

10.46

HSBC Equity Hybrid Fund

11.65

13.19

11.35

12.48

14.01

14.39

ICICI Prudential Equity & Debt Fund

10.10

10.82

11.24

10.72

11.93

12.90

13.98

15.02

IDBI Hybrid Equity Fund

0.99

2.34

11.24

5.20

7.09

12.90

4.37

6.23

10.03

IDFC Hybrid Equity Fund

5.68

7.13

5.45

7.22

Indiabulls Equity Hybrid Fund

12.27

14.63

11.24

11.04

13.37

10.94

Invesco India Equity & Bond Fund

10.71

12.27

11.24

7.22

8.82

9.10

JM Equity Hybrid Fund

-7.35

-6.08

11.24

4.06

4.84

12.90

10.77

8.76

Kotak Equity Hybrid Fund

13.98

15.38

13.32

10.04

11.51

13.53

13.92

11.67

LIC MF Equity Hybrid Fund

14.61

15.63

11.24

10.06

11.46

12.90

8.71

10.08

LIC MF ULIS

12.61

13.61

11.24

13.54

14.80

12.90

9.45

11.74

L&T Hybrid Equity Fund

7.64

8.72

11.24

10.13

11.27

12.90

11.95

14.18

10.58

Mirae Asset Hybrid Equity Fund

12.88

14.80

11.24

13.80

15.74

12.90

10.78

12.73

9.66

Motilal Oswal Equity Hybrid Fund

17.34

19.12

11.24

12.75

14.47

6.34

Nippon India Equity Hybrid Fund

3.87

4.68

11.24

8.89

10.22

12.90

12.34

12.45

12.17

PGIM India Hybrid Equity Fund

11.07

12.79

11.24

8.60

10.19

12.90

13.19

11.31

12.05

Principal Hybrid Equity Fund

3.26

4.60

11.24

11.86

13.25

12.90

10.78

13.29

Quant Absolute Fund

7.22

8.50

11.24

9.60

10.28

12.90

15.10

12.39

SBI Equity Hybrid Fund

14.55

15.31

11.24

13.79

14.81

12.90

15.92

15.42

Shriram Hybrid Equity Fund

9.49

11.25

13.50

11.50

12.61

14.05

9.88

10.74

12.22

Sundaram Equity Hybrid Fund

12.50

13.56

11.24

12.24

13.66

12.90

12.33

10.70

Tata Hybrid Equity Fund

7.87

9.11

12.19

8.34

9.78

13.50

15.07

13.00

UTI Hybrid Equity Fund

3.29

3.95

12.19

7.32

8.08

13.50

14.44

10.20

As can be seen, the aggressive funds have been quite erratic but have given above average returns over a long period of time as debt gives the stability and equity gives the alpha returns.
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