Best Performing Hybrid Mutual Funds 15 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 -0.3 2.4 312
BNP Paribas Substantial Equity Hybrid Fund -0.6 2.4 389
Canara Robeco Equity Hybrid Fund -2.0 2.0 2912
DSP Equity & Bond Fund -3.8 1.9 5538
Axis Equity Hybrid Fund -5.9 2.1 1458
HSBC Equity Hybrid Fund -6.4 2.5 530
Tata Retirement Savings Fund Moderate Plan -6.9 2.4 1048
IDBI Hybrid Equity Fund -6.9 2.5 214
SBI Equity Hybrid Fund -7.0 1.8 29106
Aditya Birla Sun Life Retirement Fund The 40s Plan -7.0 2.5 74

Conservative Hybrid Mutual Funds

NAME 1Y% ER% AUM
Baroda Conservative Hybrid Fund 10.9 2.1 22
Aditya Birla Sun Life Retirement Fund The 50s Plan 8.1 2.3 30
Canara Robeco Conservative Hybrid Fund 7.3 2.0 217
Nippon India Retirement Fund Income Generation Scheme 6.4 2.2 247
LIC MF Debt Hybrid Fund 5.8 2.2 64
Kotak Debt Hybrid Fund 4.8 2.2 236
Tata Retirement Savings Fund Conservative Plan 4.6 2.9 133
HSBC Regular Savings Fund 4.3 2.3 90
HDFC Retirement Savings Fund Hybrid Debt Plan 4.2 2.3 78
L&T Conservative Hybrid Fund 4.0 2.3 33

Arbitrage Hybrid Mutual Funds

NAME 1Y% ER% AUM
Tata Arbitrage Fund 6.3 1.7 951
Edelweiss Arbitrage Fund 6.3 1.1 3076
BNP Paribas Arbitrage Fund 6.2 1.0 663
L&T Arbitrage Opportunities Fund 6.2 1.0 644
Axis Arbitrage Fund 6.0 1.0 2421
Union Arbitrage Fund 6.0 1.0 80
Aditya Birla Sun Life Arbitrage Fund 6.0 0.9 3254
ICICI Prudential Equity Arbitrage Fund 5.9 0.9 8427
Invesco India Arbitrage Fund 5.9 1.0 350
Nippon India Arbitrage Fund 5.9 1.0 7068

Dynamic Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
Edelweiss Balanced Advantage Fund 0.3 2.2 1329
Baroda Dynamic Equity Fund -0.2 2.6 534
L&T Balanced Advantage Fund -1.4 2.4 640
BNP Paribas Dynamic Equity Fund -1.6 2.4 100
DSP Dynamic Asset Allocation Fund -1.7 2.2 1256
IDFC Dynamic Equity Fund -1.9 2.4 866
Aditya Birla Sun Life Asset Allocator MultiManager FoF Scheme -2.0 1.3 5
Tata Balanced Advantage Fund -2.3 2.3 1005
Union Balanced Advantage Fund -3.8 2.6 443
Motilal Oswal Dynamic Fund -4.1 2.2 1112

Equity Savings Hybrid Mutual Funds

NAME 1Y% ER% AUM
Edelweiss Equity Savings Fund 2.4 1.7 84
Invesco India Equity Savings Fund 0.2 2.3 179
Union Equity Savings Fund -0.7 2.1 178
IDBI Equity Savings Fund -0.9 2.2 11
Kotak Equity Savings Fund -1.4 2.2 1492
Mirae Asset Equity Savings Fund -1.6 1.8 91
IDFC Equity Savings Fund -1.6 2.5 54
Tata Equity Savings Fund -2.4 2.9 118
Sundaram Equity Savings Fund -2.6 2.4 108
Aditya Birla Sun Life Equity Savings Fund -2.8 2.4 548

Multi Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
SBI Multi Asset Allocation Fund 7.3 1.8 238
Aditya Birla Sun Life Financial Planning FoF Conservative Plan 2.2 1.0 4
Quantum Multi Asset Fund of Funds 1.5 0.5 18
Aditya Birla Sun Life Financial Planning FoF Moderate Plan -0.4 1.1 13
Axis Triple Advantage Fund -1.6 2.3 289
Aditya Birla Sun Life Financial Planning FoF Aggressive Plan -3.8 1.2 109
HDFC Multi Asset Fund -5.7 2.6 220
Quant Multi Asset Fund -6.6 2.5 1
UTI Multi Asset Fund -7.1 2.5 621
Essel 3 in 1 Fund -7.8 2.1 16

Balanced Hybrid Mutual Funds

NAME 1Y% ER% AUM
Franklin India Pension Fund 0.2 2.3 410
Axis Children’s Gift -5.3 2.4 414
UTI Children’s Career FundSavings Plan -5.8 1.8 3281
Principal Retirement Savings Fund Moderate Plan -6.2 2.3 1
ICICI Prudential Asset Allocator (FOF) Fund -6.9 1.2 6892
LIC MF Children’s Gift Fund -8.2 2.4 11
UTI Retirement Benefit Pension Fund -8.7 2.0 2608
Tata Young Citizens Fund -11.8 2.6 159
Franklin India Life Stage Fund of Funds 30s -20.8 1.3 4
ICICI Prudential Passive Strategy Fund (FOF) -21.6 0.3 78

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

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds -11.0 -0.3 -26.6
Conservative Hybrid Mutual Funds -1.2 10.9 -27.0
Arbitrage Hybrid Mutual Funds 5.5 6.3 3.1
Dynamic Asset Allocation Hybrid Mutual Funds -6.1 0.3 -25.7
Equity Savings Hybrid Mutual Funds -4.2 2.4 -23.2
Multi Asset Allocation Hybrid Mutual Funds -5.3 7.3 -20.7
Balanced Hybrid Mutual Funds -9.5 0.2 -21.6

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 2.6 1.1
Equity Savings Hybrid Mutual Funds 2.1 2.9 1.3
Multi Asset Allocation Hybrid Mutual Funds 1.8 2.6 0.5
Balanced Hybrid Mutual Funds 1.9 2.6 0.3

Category Avg/Max/Min Net Assets (Cr)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 2639 29106 2
Conservative Hybrid Mutual Funds 303 2419 1
Arbitrage Hybrid Mutual Funds 2352 12043 1
Dynamic Asset Allocation Hybrid Mutual Funds 3384 35118 5
Equity Savings Hybrid Mutual Funds 503 3364 11
Multi Asset Allocation Hybrid Mutual Funds 776 10156 1
Balanced Hybrid Mutual Funds 1386 6892 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.