Best Performing Hybrid Mutual Funds 09 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
Motilal Oswal Equity Hybrid Fund -1.6 2.4 278
BNP Paribas Substantial Equity Hybrid Fund -3.1 2.5 355
Canara Robeco Equity Hybrid Fund -5.5 2.1 2621
DSP Equity & Bond Fund -7.8 1.9 5118
Axis Equity Hybrid Fund -7.9 2.1 1621
SBI Equity Hybrid Fund -8.0 1.6 32470
LIC MF Equity Hybrid Fund -8.9 2.5 352
HSBC Equity Hybrid Fund -10.6 2.5 593
Sundaram Equity Hybrid Fund -10.8 2.1 1806
Shriram Hybrid Equity Fund -11.2 2.4 50
Invesco India Equity & Bond Fund -11.5 2.5 328
Tata Retirement Savings Fund Moderate Plan -11.6 2.2 1142
Aditya Birla Sun Life Retirement Fund The 40s Plan -12.0 2.6 68
Edelweiss Aggressive Hybrid Fund -12.0 2.3 13
Mirae Asset Hybrid Equity Fund -12.8 1.9 3424
IDBI Hybrid Equity Fund -13.2 2.6 194
LIC MF Unit Linked Insurance -14.1 2.3 234
Quant Absolute Fund -14.3 2.5 2
Kotak Equity Hybrid Fund -14.4 2.2 1077
Indiabulls Equity Hybrid Fund -14.4 2.4 31

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Conservative Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Baroda Conservative Hybrid Fund 8.5 2.1 25
Aditya Birla Sun Life Retirement Fund The 50s Plan 5.6 2.0 29
Canara Robeco Conservative Hybrid Fund 3.9 2.0 213
Nippon India Retirement Fund Income Generation Scheme 3.8 2.0 257
LIC MF Debt Hybrid Fund 3.8 2.2 62
ICICI Prudential Regular Savings Fund 2.5 2.0 1746
BNP Paribas Conservative Hybrid Fund 2.5 2.2 370
HSBC Managed Solutions India Conservative 2.1 1.8 127
HDFC Retirement Savings Fund Hybrid Debt Plan 1.8 2.3 77
Kotak Debt Hybrid Fund 1.6 2.2 232
Tata Retirement Savings Fund Conservative Plan 1.2 2.2 137
L&T Conservative Hybrid Fund 1.1 2.3 32
ICICI Prudential Retirement Fund Hybrid Conservative Plan 0.8 2.0 70
HSBC Regular Savings Fund 0.8 2.4 96
IDFC Regular Savings Fund 0.4 2.2 192
IDFC Asset Allocation Fund Conservative Plan 0.2 0.8 10
Franklin India Life Stage Fund of Funds 50s Plus Floating Rate 0.1 0.8 24
Indiabulls Savings Income Fund -0.4 2.0 26
Franklin India Debt Hybrid Fund -0.5 2.3 269
Essel Regular Savings Fund -1.1 2.1 36

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Arbitrage Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
BNP Paribas Arbitrage Fund 6.9 1.0 475
Tata Arbitrage Fund 6.8 1.1 684
Edelweiss Arbitrage Fund 6.7 1.1 3955
L&T Arbitrage Opportunities Fund 6.5 1.0 506
Aditya Birla Sun Life Arbitrage Fund 6.5 0.9 5677
Union Arbitrage Fund 6.5 1.1 78
SBI Arbitrage Opportunities Fund 6.4 0.9 5499
DSP Arbitrage Fund 6.4 1.0 831
Kotak Equity Arbitrage Fund 6.4 1.0 10580
ICICI Prudential Equity Arbitrage Fund 6.3 0.9 13591
UTI Arbitrage Fund 6.3 0.8 2283
Invesco India Arbitrage Fund 6.3 1.0 318
Nippon India Arbitrage Fund 6.2 1.0 10423
Axis Arbitrage Fund 6.2 1.0 3406
Indiabulls Arbitrage Fund 6.2 1.1 39
LIC MF Arbitrage Fund 6.1 1.0 57
HDFC Arbitrage Fund Wholesale Plan 6.0 0.9 4222
IDFC Arbitrage Fund 6.0 1.1 12007
PGIM India Arbitrage Fund 6.0 0.9 110
JM Arbitrage Fund 5.3 0.9 61

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Dynamic Asset Allocation Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
DSP Dynamic Asset Allocation Fund -1.1 2.4 1147
Edelweiss Balanced Advantage Fund -1.8 2.1 1429
BNP Paribas Dynamic Equity Fund -2.2 2.4 95
L&T Balanced Advantage Fund -2.9 2.5 590
Baroda Dynamic Equity Fund -2.9 2.6 500
Motilal Oswal Dynamic Fund -3.9 2.2 1039
Axis Dynamic Equity Fund -4.6 2.0 1736
Union Balanced Advantage Fund -5.1 2.7 396
Tata Balanced Advantage Fund -5.1 2.3 1062
IDFC Dynamic Equity Fund -5.3 2.3 962
Aditya Birla Sun Life Asset Allocator MultiManager FoF Scheme -5.7 1.3 5
Principal Balanced Advantage Fund -6.7 2.1 137
Kotak Balanced Advantage Fund -7.2 2.1 3251
Aditya Birla Sun Life Balanced Advantage Fund -8.8 2.1 2630
Invesco India Dynamic Equity Fund -9.5 2.3 683
ICICI Prudential Balanced Advantage Fund -9.8 1.7 28092
Nippon India Balanced Advantage Fund -10.7 2.0 2956
BOI AXA Equity Debt Rebalancer Fund -10.7 2.4 97
SBI Dynamic Asset Allocation Fund -11.8 2.0 613
UTI Unit Linked Insurance Plan -12.4 1.6 3896

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Equity Savings Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Edelweiss Equity Savings Fund 2.0 1.7 115
Invesco India Equity Savings Fund -1.0 2.3 178
Union Equity Savings Fund -1.5 2.1 169
IDBI Equity Savings Fund -2.1 2.2 10
Kotak Equity Savings Fund -2.8 2.1 1449
Mirae Asset Equity Savings Fund -3.3 1.7 93
Tata Equity Savings Fund -3.6 2.3 131
Sundaram Equity Savings Fund -4.2 2.3 123
PGIM India Equity Savings Fund -4.5 2.1 29
Axis Equity Saver Fund -4.5 2.4 793
IDFC Equity Savings Fund -4.8 2.2 62
Principal Equity Savings Fund -4.8 2.2 36
ICICI Prudential Equity Savings Fund -4.9 1.4 1474
Aditya Birla Sun Life Equity Savings Fund -5.1 2.5 651
UTI Equity Savings Fund -5.7 1.7 189
SBI Equity Savings Fund -6.1 1.7 1497
Mahindra Dhan Sanchay Equity Savings Yojana -6.7 2.1 207
HDFC Equity Savings Fund -8.6 2.0 3296
DSP Equity Savings Fund -8.7 2.3 551
Franklin India Equity Savings Fund -8.8 2.1 171

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Multi Asset Allocation Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
SBI Multi Asset Allocation Fund 2.8 1.8 245
Franklin India Multi Asset Solution Fund -0.4 1.3 25
Aditya Birla Sun Life Financial Planning Fund FoF Conservative Plan -1.4 1.2 4
Quantum Multi Asset Fund of Funds -2.6 0.5 16
Axis Triple Advantage Fund -3.4 2.3 307
Aditya Birla Sun Life Financial Planning Fund FoF Moderate Plan -4.9 1.3 12
Quant Multi Asset Fund -8.5 2.5 1
Aditya Birla Sun Life Financial Planning Fund FoF Aggressive Plan -9.3 1.3 99
UTI Multi Asset Fund -9.5 2.4 564
HDFC Multi Asset Fund -10.7 2.5 198
Essel 3 in 1 Fund -12.4 2.1 20
HDFC Dynamic PE Ratio Fund of Funds -13.7 1.0 15
HSBC Managed Solutions India Moderate -14.4 2.0 118
ICICI Prudential Multi Asset Fund -15.6 1.7 11138

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Balanced Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Franklin India Pension Fund -1.9 2.3 412
Axis Children’s Gift -7.4 2.4 461
ICICI Prudential Asset Allocator (FOF) Fund -8.3 1.4 7375
Principal Retirement Savings Fund Moderate Plan -8.4 2.6 1
UTI Children’s Career FundSavings Plan -10.0 1.8 3136
LIC MF Children’s Gift Fund -10.7 2.3 10
UTI Retirement Benefit Pension Fund -13.0 1.7 2453
Franklin India Life Stage Fund of Funds 30s -13.5 1.1 5
Tata Young Citizens Fund -15.9 2.6 177
ICICI Prudential Passive Strategy Fund (FOF) -24.1 0.3 94

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

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds -14.6 -1.6 -33.1
Conservative Hybrid Mutual Funds -2.6 8.5 -19.9
Arbitrage Hybrid Mutual Funds 6.0 6.9 3.7
Dynamic Asset Allocation Hybrid Mutual Funds -7.4 -1.1 -22.2
Equity Savings Hybrid Mutual Funds -5.8 2.0 -26.6
Multi Asset Allocation Hybrid Mutual Funds -7.4 2.8 -15.6
Balanced Hybrid Mutual Funds -11.3 -1.9 -24.1

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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 2767 32470 2
Conservative Hybrid Mutual Funds 327 2475 1
Arbitrage Hybrid Mutual Funds 2998 13591 1
Dynamic Asset Allocation Hybrid Mutual Funds 3533 32369 5
Equity Savings Hybrid Mutual Funds 539 3296 10
Multi Asset Allocation Hybrid Mutual Funds 868 11138 1
Balanced Hybrid Mutual Funds 1412 7375 1

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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 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.