Best Performing Hybrid Mutual Funds 13 Mar 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 4.15 2.44 405
Motilal Oswal Equity Hybrid Fund 3.66 2.50 320
DSP Equity & Bond Fund 2.92 1.93 6,465
Canara Robeco Equity Hybrid Fund 1.22 2.01 3,071
SBI Equity Hybrid Fund 1.16 1.62 32,470
Axis Equity Hybrid Fund 1.11 2.07 1,621
LIC MF Equity Hybrid Fund -0.05 2.63 422
LIC MF Unit Linked Insurance -1.25 2.36 298
Sundaram Equity Hybrid Fund -2.61 2.21 1,806
Invesco India Equity & Bond Fund -2.96 2.50 406
Kotak Equity Hybrid Fund -3.17 2.18 1,391
HSBC Equity Hybrid Fund -3.67 2.45 593
Edelweiss Aggressive Hybrid Fund -4.21 2.31 13
Aditya Birla Sun Life Retirement Fund The 40s Plan -4.30 2.53 79
Shriram Hybrid Equity Fund -4.60 2.35 60
Tata Retirement Savings Fund Moderate Plan -5.14 2.22 1,142
Indiabulls Equity Hybrid Fund -5.53 2.36 31
Mirae Asset Hybrid Equity Fund -5.71 1.91 3,424
ICICI Prudential Child Care Fund Gift Plan -5.76 2.42 644
Essel Equity Hybrid Fund -5.81 2.35 192

[BACK TO TOP]

Conservative Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Baroda Conservative Hybrid Fund 10.48 2.07 25
Nippon India Retirement Fund Income Generation Scheme 8.47 2.19 257
Canara Robeco Conservative Hybrid Fund 7.54 1.95 231
Aditya Birla Sun Life Retirement Fund The 50s Plan 6.28 2.16 29
LIC MF Debt Hybrid Fund 6.08 2.24 65
Kotak Debt Hybrid Fund 5.00 2.23 254
ICICI Prudential Regular Savings Fund 4.74 1.95 1,746
Kotak Asset Allocator Fund 4.56 0.75 52
L&T Conservative Hybrid Fund 4.45 2.31 35
HDFC Retirement Savings Fund Hybrid Debt Plan 4.41 2.44 79
BNP Paribas Conservative Hybrid Fund 4.29 2.18 389
HSBC Managed Solutions India Conservative 4.27 1.74 127
ICICI Prudential Retirement Fund Hybrid Conservative Plan 4.24 2.01 70
HSBC Regular Savings Fund 3.99 2.34 96
IDFC Regular Savings Fund 3.87 2.23 192
IDFC Asset Allocation Fund Conservative Plan 3.76 0.79 10
Tata Retirement Savings Fund Conservative Plan 3.57 2.22 137
Franklin India Debt Hybrid Fund 3.04 2.26 298
Indiabulls Savings Income Fund 2.77 2.22 26
SBI Debt Hybrid Fund 2.57 1.81 1,050

[BACK TO TOP]

Arbitrage Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
BNP Paribas Arbitrage Fund 6.76 1.00 682
Tata Arbitrage Fund 6.71 1.11 684
Union Arbitrage Fund 6.62 1.05 85
DSP Arbitrage Fund 6.52 0.95 1,247
L&T Arbitrage Opportunities Fund 6.52 0.96 797
SBI Arbitrage Opportunities Fund 6.52 0.91 5,499
Aditya Birla Sun Life Arbitrage Fund 6.47 0.85 5,677
Edelweiss Arbitrage Fund 6.45 1.09 3,955
Kotak Equity Arbitrage Fund 6.41 0.98 17,662
UTI Arbitrage Fund 6.38 0.79 3,373
Indiabulls Arbitrage Fund 6.37 0.96 39
Nippon India Arbitrage Fund 6.35 1.05 10,423
Invesco India Arbitrage Fund 6.31 1.03 384
IDFC Arbitrage Fund 6.25 1.07 12,007
ICICI Prudential Equity Arbitrage Fund 6.22 0.93 13,591
PGIM India Arbitrage Fund 6.18 0.88 132
HDFC Arbitrage Fund Wholesale Plan 6.15 0.90 6,892
Axis Arbitrage Fund 6.14 0.99 3,406
LIC MF Arbitrage Fund 5.76 1.00 54
JM Arbitrage Fund 5.38 0.94 61

[BACK TO TOP]

Dynamic Asset Allocation Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Edelweiss Balanced Advantage Fund 3.55 2.12 1,429
Motilal Oswal Dynamic Fund 3.52 2.10 1,239
DSP Dynamic Asset Allocation Fund 2.87 2.39 1,307
BNP Paribas Dynamic Equity Fund 1.68 2.35 110
Baroda Dynamic Equity Fund 0.87 2.60 500
Tata Balanced Advantage Fund 0.82 2.26 1,062
IDFC Dynamic Equity Fund 0.69 2.25 962
Kotak Balanced Advantage Fund -0.25 2.06 3,845
Axis Dynamic Equity Fund -0.65 2.03 1,736
L&T Balanced Advantage Fund -0.77 2.46 661
Nippon India Balanced Advantage Fund -1.43 2.10 2,956
Aditya Birla Sun Life Asset Allocator MultiManager FoF Scheme -1.52 1.29 5
Union Balanced Advantage Fund -1.53 2.62 455
Invesco India Dynamic Equity Fund -2.68 2.19 838
Aditya Birla Sun Life Balanced Advantage Fund -3.01 2.02 2,630
ICICI Prudential Balanced Advantage Fund -3.32 1.73 28,092
Principal Balanced Advantage Fund -3.34 2.13 165
BOI AXA Equity Debt Rebalancer Fund -6.80 2.35 111
UTI Unit Linked Insurance Plan -6.95 1.85 4,431
SBI Dynamic Asset Allocation Fund -7.29 2.01 613

[BACK TO TOP]

Equity Savings Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Edelweiss Equity Savings Fund 3.40 1.74 115
Invesco India Equity Savings Fund 2.51 2.37 209
Mirae Asset Equity Savings Fund 2.15 1.77 93
Aditya Birla Sun Life Equity Savings Fund 1.90 2.45 651
IDBI Equity Savings Fund 1.69 2.17 12
Union Equity Savings Fund 1.16 2.06 187
Axis Equity Saver Fund 1.11 2.32 793
ICICI Prudential Equity Savings Fund 1.03 1.36 1,474
Kotak Equity Savings Fund 0.29 2.11 1,712
Tata Equity Savings Fund 0.28 2.31 131
PGIM India Equity Savings Fund -0.07 1.99 35
Sundaram Equity Savings Fund -0.62 2.46 123
SBI Equity Savings Fund -1.00 1.70 1,497
Mahindra Dhan Sanchay Equity Savings Yojana -1.15 2.10 207
IDFC Equity Savings Fund -1.67 2.22 62
Principal Equity Savings Fund -1.73 2.14 41
DSP Equity Savings Fund -1.91 2.29 757
UTI Equity Savings Fund -3.19 1.51 220
Franklin India Equity Savings Fund -4.13 2.14 198
HDFC Equity Savings Fund -4.63 1.98 3,859

[BACK TO TOP]

Multi Asset Allocation Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Axis Triple Advantage Fund 3.08 2.33 307
Aditya Birla Sun Life Financial Planning Fund FoF Conservative Plan 1.48 1.17 4
SBI Multi Asset Allocation Fund 0.74 1.90 245
Quantum Multi Asset Fund of Funds 0.44 0.50 18
Franklin India Multi Asset Solution Fund -0.65 1.26 27
Aditya Birla Sun Life Financial Planning Fund FoF Prudent Plan -0.96 1.27 14
UTI Multi Asset Fund -3.21 2.49 682
HDFC Multi Asset Fund -4.02 2.76 227
Aditya Birla Sun Life Financial Planning Fund FoF Aggressive Plan -4.32 1.25 116
Essel 3 in 1 Fund -5.04 2.14 20
Quant Multi Asset Fund -5.12 2.48 1
HDFC Dynamic PE Ratio Fund of Funds -6.68 1.00 18
HSBC Managed Solutions India Moderate -6.84 1.98 118
ICICI Prudential Multi Asset Fund -11.13 1.90 11,138

[BACK TO TOP]

Balanced Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Franklin India Pension Fund 2.63 2.28 448
Axis Children’s Gift 0.85 2.44 461
ICICI Prudential Asset Allocator (FOF) Fund -1.88 1.45 7,375
LIC MF Children’s Gift Fund -2.98 2.41 12
Principal Retirement Savings Fund Moderate Plan -4.65 2.55 1
UTI Children’s Career FundSavings Plan -5.33 1.77 3,572
Franklin India Life Stage Fund of Funds 30s -7.36 1.08 5
UTI Retirement Benefit Pension Fund -8.96 2.01 2,729
Tata Young Citizens Fund -9.96 2.58 177
ICICI Prudential Passive Strategy Fund (FOF) -12.91 0.41 94

[BACK TO TOP]

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

CATEGORY NAME AVG MAX MIN
Aggressive Hybrid Mutual Funds -6.44 4.15 -24.53
Conservative Hybrid Mutual Funds 0.88 10.48 -16.72
Arbitrage Hybrid Mutual Funds 6.09 6.76 4.12
Dynamic Asset Allocation Hybrid Mutual Funds -2.19 3.55 -14.41
Equity Savings Hybrid Mutual Funds -1.54 3.40 -23.60
Multi Asset Allocation Hybrid Mutual Funds -3.02 3.08 -11.13
Balanced Hybrid Mutual Funds -5.06 2.63 -12.91

[BACK TO TOP]

Category Avg/Max/Min Expense Ratio (%)

CATEGORY NAME AVG MAX MIN
Aggressive Hybrid Mutual Funds 2.20 2.73 1.28
Conservative Hybrid Mutual Funds 1.86 2.44 0.57
Arbitrage Hybrid Mutual Funds 1.02 2.25 0.79
Dynamic Asset Allocation Hybrid Mutual Funds 2.12 2.62 1.21
Equity Savings Hybrid Mutual Funds 2.05 2.46 1.36
Multi Asset Allocation Hybrid Mutual Funds 1.78 2.76 0.50
Balanced Hybrid Mutual Funds 1.90 2.58 0.41

[BACK TO TOP]

Category Avg/Max/Min Net Assets (Cr)

CATEGORY NAME AVG MAX MIN
Aggressive Hybrid Mutual Funds 3,044 32,470 2
Conservative Hybrid Mutual Funds 347 2,714 1
Arbitrage Hybrid Mutual Funds 3,474 17,662 1
Dynamic Asset Allocation Hybrid Mutual Funds 3,974 40,920 5
Equity Savings Hybrid Mutual Funds 590 3,859 12
Multi Asset Allocation Hybrid Mutual Funds 879 11,138 1
Balanced Hybrid Mutual Funds 1,487 7,375 1

[BACK TO TOP]

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

Related Content

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.