Best Performing Hybrid Mutual Funds 08 May 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.

Aggressive Hybrid Mutual Funds

NAME 1Y% ER% AUM
Motilal Oswal Equity Hybrid Fund -0.5 2.4 312
BNP Paribas Substantial Equity Hybrid Fund -1.3 2.4 389
Canara Robeco Equity Hybrid Fund -2.7 2.0 2912
DSP Equity & Bond Fund -5.7 2.0 5538
Axis Equity Hybrid Fund -6.1 2.1 1458
Tata Retirement Savings Fund Moderate Plan -7.0 2.4 1048
LIC MF Equity Hybrid Fund -7.2 2.5 380
Aditya Birla Sun Life Retirement Fund The 40s Plan -7.3 2.5 68
HSBC Equity Hybrid Fund -7.3 2.5 530
SBI Equity Hybrid Fund -7.5 1.8 29106

Conservative Hybrid Mutual Funds

NAME 1Y% ER% AUM
Baroda Conservative Hybrid Fund 11.3 2.1 22
Aditya Birla Sun Life Retirement Fund The 50s Plan 8.6 2.3 29
Canara Robeco Conservative Hybrid Fund 7.0 2.0 217
LIC MF Debt Hybrid Fund 6.8 2.2 64
Nippon India Retirement Fund Income Generation Scheme 6.7 1.9 247
Tata Retirement Savings Fund Conservative Plan 4.9 2.9 133
Kotak Debt Hybrid Fund 4.7 2.1 236
L&T Conservative Hybrid Fund 4.2 2.3 33
HSBC Regular Savings Fund 4.1 2.4 90
HDFC Retirement Savings Fund Hybrid Debt Plan 4.0 2.1 78

Arbitrage Hybrid Mutual Funds

NAME 1Y% ER% AUM
Tata Arbitrage Fund 6.7 1.7 951
BNP Paribas Arbitrage Fund 6.6 1.0 663
Edelweiss Arbitrage Fund 6.6 1.1 2387
L&T Arbitrage Opportunities Fund 6.5 1.0 644
Union Arbitrage Fund 6.4 1.1 80
Axis Arbitrage Fund 6.3 1.0 2421
Aditya Birla Sun Life Arbitrage Fund 6.2 0.9 3004
DSP Arbitrage Fund 6.2 1.0 949
Nippon India Arbitrage Fund 6.2 1.0 6821
ICICI Prudential Equity Arbitrage Fund 6.2 0.9 7154

Dynamic Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
Edelweiss Balanced Advantage Fund 0.1 2.1 1250
Baroda Dynamic Equity Fund -0.5 2.6 534
BNP Paribas Dynamic Equity Fund -1.0 2.3 100
L&T Balanced Advantage Fund -1.0 2.4 640
DSP Dynamic Asset Allocation Fund -1.9 2.3 1256
IDFC Dynamic Equity Fund -2.1 2.3 789
Tata Balanced Advantage Fund -2.3 2.3 1005
Aditya Birla Sun Life Asset Allocator MultiManager FoF Scheme -2.5 1.3 5
Union Balanced Advantage Fund -3.2 2.7 443
Motilal Oswal Dynamic Fund -3.8 2.2 1112

Equity Savings Hybrid Mutual Funds

NAME 1Y% ER% AUM
Edelweiss Equity Savings Fund 2.3 1.8 81
Invesco India Equity Savings Fund 0.3 2.3 179
Union Equity Savings Fund -0.3 2.1 178
IDBI Equity Savings Fund -1.1 2.2 11
Kotak Equity Savings Fund -1.3 2.1 1492
IDFC Equity Savings Fund -1.7 2.5 51
Mirae Asset Equity Savings Fund -1.9 1.8 91
Sundaram Equity Savings Fund -2.4 2.3 102
Tata Equity Savings Fund -2.5 2.9 118
Principal Equity Savings Fund -2.9 2.4 36

Multi Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
SBI Multi Asset Allocation Fund 6.1 1.8 238
Aditya Birla Sun Life Financial Planning FoF Conservative Plan 1.8 1.0 4
Quantum Multi Asset Fund of Funds 1.7 0.5 16
Aditya Birla Sun Life Financial Planning FoF Moderate Plan -1.2 1.1 12
Axis Triple Advantage Fund -1.4 2.3 289
Aditya Birla Sun Life Financial Planning FoF Aggressive Plan -4.8 1.2 99
HDFC Multi Asset Fund -6.2 2.5 220
Quant Multi Asset Fund -7.0 2.5 1
UTI Multi Asset Fund -7.3 2.4 621
Essel 3 in 1 Fund -8.2 2.1 16

Balanced Hybrid Mutual Funds

NAME 1Y% ER% AUM
Franklin India Pension Fund -0.5 2.3 410
Axis Children’s Gift -5.6 2.4 414
Principal Retirement Savings Fund Moderate Plan -6.4 2.5 1
UTI Children’s Career FundSavings Plan -6.6 1.8 3281
ICICI Prudential Asset Allocator (FOF) Fund -7.3 1.2 6176
LIC MF Children’s Gift Fund -8.4 2.3 11
UTI Retirement Benefit Pension Fund -9.4 1.5 2608
Tata Young Citizens Fund -11.9 2.6 159
ICICI Prudential Passive Strategy Fund (FOF) -21.5 0.3 72
Franklin India Life Stage Fund of Funds 30s -22.1 1.1 4

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

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds -11.7 -0.5 -27.7
Conservative Hybrid Mutual Funds -1.5 11.3 -27.4
Arbitrage Hybrid Mutual Funds 5.8 6.7 3.4
Dynamic Asset Allocation Hybrid Mutual Funds -6.4 0.1 -26.0
Equity Savings Hybrid Mutual Funds -4.3 2.3 -23.7
Multi Asset Allocation Hybrid Mutual Funds -5.9 6.1 -21.4
Balanced Hybrid Mutual Funds -10.0 -0.5 -22.1

Category Avg/Max/Min Expense Ratio (%)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 2.2 2.8 1.2
Conservative Hybrid Mutual Funds 1.9 2.9 0.7
Arbitrage Hybrid Mutual Funds 1.1 2.3 0.8
Dynamic Asset Allocation Hybrid Mutual Funds 2.1 2.7 1.1
Equity Savings Hybrid Mutual Funds 2.1 2.9 1.4
Multi Asset Allocation Hybrid Mutual Funds 1.8 2.5 0.5
Balanced Hybrid Mutual Funds 1.8 2.6 0.3

Category Avg/Max/Min Net Assets (Cr)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 2583 29106 2
Conservative Hybrid Mutual Funds 307 2419 1
Arbitrage Hybrid Mutual Funds 2249 12043 1
Dynamic Asset Allocation Hybrid Mutual Funds 3269 35118 5
Equity Savings Hybrid Mutual Funds 500 3364 11
Multi Asset Allocation Hybrid Mutual Funds 703 9023 1
Balanced Hybrid Mutual Funds 1314 6176 1

Appendix

  • 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 and schemes listed here are regular mutual fund 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.