Best Performing Hybrid Mutual Funds 12 Sep 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
Quant Absolute Fund 17.9 2.5 3
BOI AXA Mid & Small Cap Equity & Debt Fund 17.2 2.6 324
JM Equity Hybrid Fund 16.4 2.1 7
Canara Robeco Equity Hybrid Fund 12.6 2.0 3351
Tata Retirement Savings Fund Moderate Plan 11.1 2.2 1155
Motilal Oswal Equity Hybrid Fund 9.9 2.5 340
BNP Paribas Substantial Equity Hybrid Fund 9.2 2.4 440
Mahindra Manulife Hybrid Equity Nivesh Yojana 8.6 2.5 131
Aditya Birla Sun Life Retirement Fund The 40s Plan 8.5 2.5 74
HSBC Equity Hybrid Fund 8.2 2.5 483

Conservative Hybrid Mutual Funds

NAME 1Y% ER% AUM
Kotak Asset Allocator Fund 14.7 0.8 61
Canara Robeco Conservative Hybrid Fund 11.7 2.0 260
Kotak Debt Hybrid Fund 10.6 2.3 268
BOI AXA Conservative Hybrid Fund 10.2 2.3 87
Axis Regular Saver Fund 10.0 2.3 171
Baroda Conservative Hybrid Fund 9.6 2.1 26
ICICI Prudential Regular Savings Fund 9.6 2.0 1916
Tata Retirement Savings Fund Conservative Plan 9.4 2.2 144
ICICI Prudential Thematic Advantage Fund (FOF) 8.9 1.5 10
SBI Debt Hybrid Fund 7.7 1.8 961

Arbitrage Hybrid Mutual Funds

NAME 1Y% ER% AUM
Tata Arbitrage Fund 5.4 1.1 2050
L&T Arbitrage Opportunities Fund 5.3 1.0 1179
BNP Paribas Arbitrage Fund 5.0 1.0 631
Union Arbitrage Fund 5.0 1.0 89
Edelweiss Arbitrage Fund 5.0 1.1 3501
Invesco India Arbitrage Fund 4.8 1.0 551
UTI Arbitrage Fund 4.8 0.9 2998
Kotak Equity Arbitrage Fund 4.8 1.0 15000
Nippon India Arbitrage Fund 4.7 1.0 7384
Aditya Birla Sun Life Arbitrage Fund 4.7 0.9 4099

Dynamic Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
Baroda Dynamic Equity Fund 19.0 2.4 655
Edelweiss Balanced Advantage Fund 14.0 2.1 1496
Union Balanced Advantage Fund 14.0 2.6 499
Aditya Birla Sun Life Asset Allocator MultiManager FoF Scheme 11.9 1.3 7
IDFC Dynamic Equity Fund 11.3 2.3 966
L&T Balanced Advantage Fund 11.3 2.4 721
Kotak Balanced Advantage Fund 11.0 2.0 4264
Motilal Oswal Dynamic Fund 10.5 2.2 1125
BNP Paribas Dynamic Equity Fund 9.5 2.4 110
Tata Balanced Advantage Fund 9.4 2.3 1093

Equity Savings Hybrid Mutual Funds

NAME 1Y% ER% AUM
Baroda Equity Savings Fund 10.7 2.5 390
Mirae Asset Equity Savings Fund 10.1 1.5 103
Edelweiss Equity Savings Fund 9.3 1.7 73
Union Equity Savings Fund 7.8 2.1 177
Kotak Equity Savings Fund 7.8 2.2 1367
Invesco India Equity Savings Fund 7.3 2.5 142
Mahindra Manulife Equity Savings Dhan Sanchay Yojana 7.2 2.4 201
Aditya Birla Sun Life Equity Savings Fund 6.8 2.5 506
Principal Equity Savings Fund 6.8 2.4 45
SBI Equity Savings Fund 6.7 1.7 1347

Multi Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
Quant Multi Asset Fund 20.3 2.5 4
HDFC Multi Asset Fund 13.7 2.8 289
SBI Multi Asset Allocation Fund 10.5 1.8 255
Axis Triple Advantage Fund 10.4 2.3 440
Aditya Birla Sun Life Financial Planning FoF Moderate Plan 9.5 1.0 19
Aditya Birla Sun Life Financial Planning FoF Aggressive Plan 9.3 1.1 127
Aditya Birla Sun Life Financial Planning FoF Conservative Plan 9.0 0.9 10
Quantum Multi Asset Fund of Funds 8.9 0.5 23
UTI Multi Asset Fund 8.3 2.5 673
HDFC Dynamic PE Ratio Fund of Funds 6.6 1.0 17

Balanced Hybrid Mutual Funds

NAME 1Y% ER% AUM
Tata Young Citizens Fund 7.9 2.5 180
Axis Children’s Gift 7.3 2.5 469
ICICI Prudential Asset Allocator (FOF) Fund 6.1 1.3 8007
UTI Retirement Benefit Pension Fund 5.4 1.9 2887
UTI Children’s Career FundSavings Plan 5.2 1.8 3555
Principal Retirement Savings Fund Moderate Plan 4.6 2.3 1
Franklin India Pension Fund 4.4 2.3 424
LIC MF Children’s Gift Fund 3.3 2.4 12
ICICI Prudential Passive Strategy Fund (FOF) -0.8 0.4 78
Franklin India Life Stage Fund of Funds 30s -10.9 1.4 5

Avg/Max/Min 1 Year Returns (%)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 4.9 17.9 -12.5
Conservative Hybrid Mutual Funds 5.1 14.7 -22.9
Arbitrage Hybrid Mutual Funds 4.3 5.4 1.0
Dynamic Asset Allocation Hybrid Mutual Funds 7.2 19.0 -15.9
Equity Savings Hybrid Mutual Funds 4.9 10.7 -16.0
Multi Asset Allocation Hybrid Mutual Funds 7.2 20.3 -17.9
Balanced Hybrid Mutual Funds 3.3 7.9 -10.9

Avg/Max/Min Expense Ratio (%)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 2.2 2.6 1.3
Conservative Hybrid Mutual Funds 1.9 2.4 0.8
Arbitrage Hybrid Mutual Funds 1.1 2.3 0.9
Dynamic Asset Allocation Hybrid Mutual Funds 2.2 2.6 1.3
Equity Savings Hybrid Mutual Funds 2.1 2.6 1.5
Multi Asset Allocation Hybrid Mutual Funds 1.8 2.8 0.5
Balanced Hybrid Mutual Funds 1.9 2.5 0.4

Avg/Max/Min Net Assets (Cr)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 2784 31993 2
Conservative Hybrid Mutual Funds 310 2389 1
Arbitrage Hybrid Mutual Funds 2534 15000 2
Dynamic Asset Allocation Hybrid Mutual Funds 3631 37192 7
Equity Savings Hybrid Mutual Funds 467 3004 11
Multi Asset Allocation Hybrid Mutual Funds 803 10961 4
Balanced Hybrid Mutual Funds 1562 8007 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.