Best Performing Hybrid Mutual Funds 03 Apr 2020

Looking for top performing hybrid mutual funds in India? Below are the best hybrid mutual funds, measured by their relative performance. Are these the best mutual funds to invest in right now? Not necessarily. These are the mutual funds that have fared better when compared to other hybrid mutual funds in same category.

There are many hybrid mutual funds that have generated excess returns when compared to their respective benchmark indices. These are the mutual funds that would have created wealth for you, if you would’ve made investments in them via lump sum or via Systematic Investment Plan (SIP). But only the most consistent mutual fund will have the ability to generate wealth over the long term.

Best Performing Hybrid Mutual Funds

Aggressive Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
BNP Paribas Substantial Equity Hybrid Fund -10.6 2.5 405
Motilal Oswal Equity Hybrid Fund -10.7 2.4 320
Canara Robeco Equity Hybrid Fund -13.0 2.1 3071
Axis Equity Hybrid Fund -14.8 2.1 1621
DSP Equity & Bond Fund -15.1 1.9 6465
SBI Equity Hybrid Fund -15.1 1.6 32470
LIC MF Equity Hybrid Fund -15.8 2.5 422
Shriram Hybrid Equity Fund -17.3 2.4 60
Sundaram Equity Hybrid Fund -17.4 2.1 1806
Aditya Birla Sun Life Retirement Fund The 40s Plan -17.9 2.6 79
Invesco India Equity & Bond Fund -18.6 2.5 328
Edelweiss Aggressive Hybrid Fund -18.7 2.3 13
HSBC Equity Hybrid Fund -18.7 2.5 593
IDBI Hybrid Equity Fund -18.9 2.6 231
Tata Retirement Savings Fund Moderate Plan -19.3 2.2 1142
Mirae Asset Hybrid Equity Fund -19.6 1.9 3424
Indiabulls Equity Hybrid Fund -20.4 2.4 31
HSBC Managed Solutions India Growth -20.5 1.9 72
HDFC Retirement Savings Fund Hybrid Equity Plan -20.9 2.7 388
LIC MF Unit Linked Insurance -21.0 2.3 298

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Conservative Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Baroda Conservative Hybrid Fund 6.9 2.1 25
Aditya Birla Sun Life Retirement Fund The 50s Plan 6.1 2.0 29
Nippon India Retirement Fund Income Generation Scheme 3.3 2.0 257
HSBC Managed Solutions India Conservative 2.4 1.8 127
LIC MF Debt Hybrid Fund 2.3 2.2 65
ICICI Prudential Regular Savings Fund 2.2 2.0 1746
Canara Robeco Conservative Hybrid Fund 1.9 2.0 231
BNP Paribas Conservative Hybrid Fund 1.1 2.2 389
HDFC Retirement Savings Fund Hybrid Debt Plan 0.6 2.3 79
ICICI Prudential Retirement Fund Hybrid Conservative Plan -0.4 2.0 70
L&T Conservative Hybrid Fund -0.5 2.3 35
Kotak Debt Hybrid Fund -0.9 2.2 254
IDFC Asset Allocation Fund Conservative Plan -1.0 0.8 10
Indiabulls Savings Income Fund -1.1 2.0 26
Tata Retirement Savings Fund Conservative Plan -1.5 2.2 137
HSBC Regular Savings Fund -1.5 2.4 96
Franklin India Life Stage Fund of Funds 50s Plus Floating Rate -1.9 0.8 29
Franklin India Debt Hybrid Fund -2.3 2.3 298
IDFC Regular Savings Fund -2.3 2.2 192
Essel Regular Savings Fund -2.7 2.1 36

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Arbitrage Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
BNP Paribas Arbitrage Fund 6.8 1.0 682
Tata Arbitrage Fund 6.8 1.1 684
Edelweiss Arbitrage Fund 6.7 1.1 3955
L&T Arbitrage Opportunities Fund 6.5 1.0 797
Union Arbitrage Fund 6.5 1.1 85
Aditya Birla Sun Life Arbitrage Fund 6.4 0.9 5677
SBI Arbitrage Opportunities Fund 6.4 0.9 5499
DSP Arbitrage Fund 6.4 1.0 1247
ICICI Prudential Equity Arbitrage Fund 6.3 0.9 13591
Invesco India Arbitrage Fund 6.3 1.0 318
Kotak Equity Arbitrage Fund 6.3 1.0 17662
UTI Arbitrage Fund 6.3 0.8 3373
Nippon India Arbitrage Fund 6.3 1.0 10423
Axis Arbitrage Fund 6.2 1.0 3406
Indiabulls Arbitrage Fund 6.2 1.1 39
PGIM India Arbitrage Fund 6.1 0.9 132
HDFC Arbitrage Fund Wholesale Plan 6.0 0.9 6892
LIC MF Arbitrage Fund 6.0 1.0 54
IDFC Arbitrage Fund 6.0 1.1 12007
JM Arbitrage Fund 5.2 0.9 61

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Dynamic Asset Allocation Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Edelweiss Balanced Advantage Fund -8.4 2.1 1429
BNP Paribas Dynamic Equity Fund -8.5 2.4 110
Axis Dynamic Equity Fund -8.8 2.0 1736
DSP Dynamic Asset Allocation Fund -9.3 2.4 1307
L&T Balanced Advantage Fund -9.9 2.5 661
Tata Balanced Advantage Fund -10.1 2.3 1062
Baroda Dynamic Equity Fund -10.2 2.6 500
Principal Balanced Advantage Fund -10.8 2.1 165
Aditya Birla Sun Life Asset Allocator MultiManager FoF Scheme -11.4 1.3 5
Motilal Oswal Dynamic Fund -12.2 2.2 1239
Union Balanced Advantage Fund -13.5 2.7 455
IDFC Dynamic Equity Fund -13.8 2.3 962
Kotak Balanced Advantage Fund -14.8 2.1 3845
UTI Unit Linked Insurance Plan -15.0 1.6 4431
Nippon India Balanced Advantage Fund -15.7 2.0 2956
BOI AXA Equity Debt Rebalancer Fund -15.9 2.4 111
SBI Dynamic Asset Allocation Fund -16.0 2.0 613
ICICI Prudential Balanced Advantage Fund -16.1 1.7 28092
Invesco India Dynamic Equity Fund -16.6 2.3 683
Aditya Birla Sun Life Balanced Advantage Fund -16.8 2.1 2630

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Equity Savings Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Edelweiss Equity Savings Fund -1.9 1.7 115
Invesco India Equity Savings Fund -5.5 2.3 178
Union Equity Savings Fund -6.2 2.1 187
Tata Equity Savings Fund -7.3 2.3 131
IDBI Equity Savings Fund -7.8 2.2 12
Mirae Asset Equity Savings Fund -8.3 1.7 93
PGIM India Equity Savings Fund -8.3 2.1 35
Sundaram Equity Savings Fund -8.4 2.3 123
Principal Equity Savings Fund -8.5 2.2 41
Kotak Equity Savings Fund -8.5 2.1 1712
Aditya Birla Sun Life Equity Savings Fund -8.7 2.5 651
UTI Equity Savings Fund -9.1 1.7 220
Axis Equity Saver Fund -9.2 2.4 793
ICICI Prudential Equity Savings Fund -9.3 1.4 1474
IDFC Equity Savings Fund -10.0 2.2 62
SBI Equity Savings Fund -11.3 1.7 1497
Mahindra Dhan Sanchay Equity Savings Yojana -11.8 2.1 207
HDFC Equity Savings Fund -11.9 2.0 3859
DSP Equity Savings Fund -12.9 2.3 757
Franklin India Equity Savings Fund -13.1 2.1 198

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Multi Asset Allocation Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Aditya Birla Sun Life Financial Planning Fund FoF Conservative Plan -3.2 1.2 4
SBI Multi Asset Allocation Fund -3.2 1.8 245
Franklin India Multi Asset Solution Fund -3.6 1.3 27
Quantum Multi Asset Fund of Funds -5.3 0.5 18
Aditya Birla Sun Life Financial Planning Fund FoF Moderate Plan -7.9 1.3 14
Axis Triple Advantage Fund -11.2 2.3 307
Aditya Birla Sun Life Financial Planning Fund FoF Aggressive Plan -12.8 1.3 116
HSBC Managed Solutions India Moderate -15.4 2.0 118
Quant Multi Asset Fund -15.4 2.5 1
HDFC Multi Asset Fund -17.1 2.5 227
UTI Multi Asset Fund -17.4 2.4 682
HDFC Dynamic PE Ratio Fund of Funds -18.8 1.0 18
Essel 3 in 1 Fund -19.6 2.1 20
ICICI Prudential Multi Asset Fund -23.6 1.7 11138

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Balanced Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Franklin India Pension Fund -5.0 2.3 448
Principal Retirement Savings Fund Moderate Plan -12.7 2.6 1
UTI Children’s Career FundSavings Plan -13.1 1.8 3572
ICICI Prudential Asset Allocator (FOF) Fund -13.6 1.4 7375
Axis Children’s Gift -14.0 2.4 461
UTI Retirement Benefit Pension Fund -16.0 1.7 2729
Franklin India Life Stage Fund of Funds 30s -17.8 1.1 5
LIC MF Children’s Gift Fund -18.8 2.3 12
Tata Young Citizens Fund -25.0 2.6 177
ICICI Prudential Passive Strategy Fund (FOF) -27.4 0.3 94

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Category Avg/Max/Min 1 Year Returns (%)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds -21.1 -10.6 -38.1
Conservative Hybrid Mutual Funds -4.6 6.9 -30.1
Arbitrage Hybrid Mutual Funds 6.0 6.8 3.9
Dynamic Asset Allocation Hybrid Mutual Funds -13.7 -8.4 -27.9
Equity Savings Hybrid Mutual Funds -10.1 -1.9 -30.0
Multi Asset Allocation Hybrid Mutual Funds -12.5 -3.2 -23.6
Balanced Hybrid Mutual Funds -16.4 -5.0 -27.4

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Category Avg/Max/Min Expense Ratio (%)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 2.2 2.7 1.3
Conservative Hybrid Mutual Funds 1.8 2.4 0.6
Arbitrage Hybrid Mutual Funds 1.0 2.3 0.8
Dynamic Asset Allocation Hybrid Mutual Funds 2.1 2.7 1.2
Equity Savings Hybrid Mutual Funds 2.1 2.5 1.4
Multi Asset Allocation Hybrid Mutual Funds 1.8 2.5 0.5
Balanced Hybrid Mutual Funds 1.8 2.6 0.3

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Category Avg/Max/Min Net Assets (Cr)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 3042 32470 2
Conservative Hybrid Mutual Funds 347 2714 1
Arbitrage Hybrid Mutual Funds 3471 17662 1
Dynamic Asset Allocation Hybrid Mutual Funds 3968 40920 5
Equity Savings Hybrid Mutual Funds 589 3859 12
Multi Asset Allocation Hybrid Mutual Funds 879 11138 1
Balanced Hybrid Mutual Funds 1487 7375 1

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NOTE: 1Y% = 1 Year Returns (%). ER% = Expense Ratio (%). AUM = Net Assets (Cr). AVG = Category Average. MAX = Category Maximum. MIN = Category Minimum.

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Disclaimer

All the plans are regular plans. All the numerical values are rounded off. All the percentage values are absolute values (not annualized values). All the comparisons are relative. Please remember that past performance gives no indication of future results. Please read the website disclaimer before using any information available on this website.