Best Performing Hybrid Mutual Funds 17 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

NAME 1Y% ER% AUM
BNP Paribas Substantial Equity Hybrid Fund -2.1 2.4 355
Motilal Oswal Equity Hybrid Fund -2.1 2.4 278
Canara Robeco Equity Hybrid Fund -4.8 2.0 2621
DSP Equity & Bond Fund -6.9 2.0 5118
SBI Equity Hybrid Fund -7.1 1.6 26925
Axis Equity Hybrid Fund -8.0 2.1 1336
LIC MF Equity Hybrid Fund -8.3 2.5 352
HSBC Equity Hybrid Fund -9.7 2.5 483
Sundaram Equity Hybrid Fund -10.0 1.7 1432
Edelweiss Aggressive Hybrid Fund -10.3 2.3 11

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Conservative Hybrid Mutual Funds

NAME 1Y% ER% AUM
Baroda Conservative Hybrid Fund 9.2 2.1 21
Aditya Birla Sun Life Retirement Fund The 50s Plan 7.0 2.3 29
Canara Robeco Conservative Hybrid Fund 5.3 2.0 213
LIC MF Debt Hybrid Fund 4.7 2.2 62
Nippon India Retirement Fund Income Generation Scheme 3.9 1.9 246
ICICI Prudential Regular Savings Fund 3.4 1.9 1622
Kotak Debt Hybrid Fund 3.3 2.1 232
BNP Paribas Conservative Hybrid Fund 3.1 2.1 370
HSBC Managed Solutions India Conservative 2.8 1.8 115
HDFC Retirement Savings Fund Hybrid Debt Plan 2.6 2.1 77

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Arbitrage Hybrid Mutual Funds

NAME 1Y% ER% AUM
BNP Paribas Arbitrage Fund 6.4 1.0 475
Tata Arbitrage Fund 6.4 1.1 606
Edelweiss Arbitrage Fund 6.4 1.1 2387
L&T Arbitrage Opportunities Fund 6.2 1.0 506
Aditya Birla Sun Life Arbitrage Fund 6.1 0.9 3004
Union Arbitrage Fund 6.1 1.1 78
Nippon India Arbitrage Fund 6.0 1.0 6821
DSP Arbitrage Fund 6.0 1.0 831
SBI Arbitrage Opportunities Fund 6.0 0.9 4402
ICICI Prudential Equity Arbitrage Fund 5.9 0.9 7154

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Dynamic Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
DSP Dynamic Asset Allocation Fund 0.3 2.3 1147
Edelweiss Balanced Advantage Fund -0.9 2.1 1250
BNP Paribas Dynamic Equity Fund -1.4 2.3 95
Baroda Dynamic Equity Fund -2.0 2.6 484
L&T Balanced Advantage Fund -2.0 2.5 590
Motilal Oswal Dynamic Fund -2.4 2.2 1039
Aditya Birla Sun Life Asset Allocator MultiManager FoF Scheme -3.2 1.3 5
IDFC Dynamic Equity Fund -3.6 2.3 789
Tata Balanced Advantage Fund -3.6 2.3 927
Union Balanced Advantage Fund -4.3 2.7 396

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Equity Savings Hybrid Mutual Funds

NAME 1Y% ER% AUM
Edelweiss Equity Savings Fund 2.4 1.8 81
Union Equity Savings Fund -1.1 2.1 169
Invesco India Equity Savings Fund -1.2 2.3 178
Kotak Equity Savings Fund -2.0 2.1 1449
IDBI Equity Savings Fund -2.5 2.2 10
Mirae Asset Equity Savings Fund -2.5 1.8 85
Tata Equity Savings Fund -3.2 2.3 115
ICICI Prudential Equity Savings Fund -3.4 1.4 1202
IDFC Equity Savings Fund -3.7 2.5 51
Aditya Birla Sun Life Equity Savings Fund -4.0 2.4 542

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Multi Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
SBI Multi Asset Allocation Fund 5.7 1.8 221
Franklin India Multi Asset Solution Fund 2.5 1.2 25
Quantum Multi Asset Fund of Funds 1.3 0.5 16
Aditya Birla Sun Life Financial Planning Fund FoF Conservative Plan 0.9 1.0 4
Axis Triple Advantage Fund -2.0 2.3 259
Aditya Birla Sun Life Financial Planning Fund FoF Moderate Plan -3.0 1.1 12
Quant Multi Asset Fund -5.9 2.5 1
UTI Multi Asset Fund -6.9 2.4 564
Aditya Birla Sun Life Financial Planning Fund FoF Aggressive Plan -7.6 1.2 99
HDFC Multi Asset Fund -8.7 2.5 198

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Balanced Hybrid Mutual Funds

NAME 1Y% ER% AUM
Franklin India Pension Fund -0.9 2.3 412
ICICI Prudential Asset Allocator (FOF) Fund -5.9 1.2 6176
Axis Children’s Gift -7.6 2.4 379
Principal Retirement Savings Fund Moderate Plan -8.1 2.5 1
UTI Children’s Career FundSavings Plan -8.8 1.8 3136
LIC MF Children’s Gift Fund -10.9 2.3 10
Franklin India Life Stage Fund of Funds 30s -11.3 1.1 5
UTI Retirement Benefit Pension Fund -11.3 1.5 2453
Tata Young Citizens Fund -15.1 2.6 140
ICICI Prudential Passive Strategy Fund (FOF) -23.9 0.3 72

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

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds -13.5 -2.1 -31.2
Conservative Hybrid Mutual Funds -1.3 9.2 -16.5
Arbitrage Hybrid Mutual Funds 5.6 6.4 3.2
Dynamic Asset Allocation Hybrid Mutual Funds -6.3 0.3 -18.8
Equity Savings Hybrid Mutual Funds -5.2 2.4 -25.5
Multi Asset Allocation Hybrid Mutual Funds -4.9 5.7 -12.7
Balanced Hybrid Mutual Funds -10.4 -0.9 -23.9

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Category Avg/Max/Min Expense Ratio (%)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 2.2 2.7 1.2
Conservative Hybrid Mutual Funds 1.9 2.4 0.7
Arbitrage Hybrid Mutual Funds 1.0 2.3 0.8
Dynamic Asset Allocation Hybrid Mutual Funds 2.1 2.7 1.1
Equity Savings Hybrid Mutual Funds 2.1 2.5 1.4
Multi Asset Allocation Hybrid Mutual Funds 1.7 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 2424 26925 2
Conservative Hybrid Mutual Funds 313 2475 1
Arbitrage Hybrid Mutual Funds 2112 10580 1
Dynamic Asset Allocation Hybrid Mutual Funds 3135 32369 5
Equity Savings Hybrid Mutual Funds 494 3296 10
Multi Asset Allocation Hybrid Mutual Funds 694 9023 1
Balanced Hybrid Mutual Funds 1278 6176 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.