Best Performing Hybrid Mutual Funds 20 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 -4.82 2.45 405
SBI Equity Hybrid Fund -5.96 1.62 32,470
Motilal Oswal Equity Hybrid Fund -6.44 2.50 320
DSP Equity & Bond Fund -7.50 1.92 6,465
Canara Robeco Equity Hybrid Fund -8.06 2.05 3,071
Axis Equity Hybrid Fund -8.68 2.05 1,621
LIC MF Equity Hybrid Fund -10.21 2.54 422
LIC MF Unit Linked Insurance -12.67 2.31 298
Invesco India Equity & Bond Fund -12.73 2.50 406
HSBC Equity Hybrid Fund -13.11 2.48 593
Edelweiss Aggressive Hybrid Fund -13.46 2.30 13
Sundaram Equity Hybrid Fund -13.82 2.21 1,806
Shriram Hybrid Equity Fund -14.06 2.35 60
Aditya Birla Sun Life Retirement Fund The 40s Plan -14.39 2.57 79
IDBI Hybrid Equity Fund -14.61 2.57 231
Mirae Asset Hybrid Equity Fund -14.65 1.91 3,424
Kotak Equity Hybrid Fund -14.72 2.16 1,391
Tata Retirement Savings Fund Moderate Plan -15.19 2.22 1,142
Indiabulls Equity Hybrid Fund -15.36 2.36 31
HDFC Retirement Savings Fund Hybrid Equity Plan -15.90 2.73 388

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Conservative Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Baroda Conservative Hybrid Fund 8.86 2.07 25
Nippon India Retirement Fund Income Generation Scheme 5.76 2.19 257
Aditya Birla Sun Life Retirement Fund The 50s Plan 5.44 2.00 29
Canara Robeco Conservative Hybrid Fund 3.30 1.96 231
LIC MF Debt Hybrid Fund 3.06 2.24 65
ICICI Prudential Regular Savings Fund 1.91 1.98 1,746
BNP Paribas Conservative Hybrid Fund 1.44 2.18 389
HDFC Retirement Savings Fund Hybrid Debt Plan 1.41 2.25 79
L&T Conservative Hybrid Fund 1.22 2.31 35
HSBC Managed Solutions India Conservative 0.93 1.76 127
Kotak Debt Hybrid Fund 0.91 2.21 254
Indiabulls Savings Income Fund 0.44 2.22 26
HSBC Regular Savings Fund 0.10 2.35 96
IDFC Asset Allocation Fund Conservative Plan -0.09 0.79 10
ICICI Prudential Retirement Fund Hybrid Conservative Plan -0.20 2.00 70
IDFC Regular Savings Fund -0.24 2.21 192
Tata Retirement Savings Fund Conservative Plan -0.51 2.22 137
Franklin India Debt Hybrid Fund -0.98 2.28 298
Franklin India Life Stage Fund of Funds 50s Plus Floating Rate -1.02 0.79 29
Essel Regular Savings Fund -1.06 2.05 36

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Arbitrage Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Tata Arbitrage Fund 6.63 1.11 684
BNP Paribas Arbitrage Fund 6.57 1.00 682
Union Arbitrage Fund 6.51 1.05 85
L&T Arbitrage Opportunities Fund 6.45 0.96 797
Indiabulls Arbitrage Fund 6.37 0.96 39
Edelweiss Arbitrage Fund 6.36 1.10 3,955
Aditya Birla Sun Life Arbitrage Fund 6.29 0.85 5,677
SBI Arbitrage Opportunities Fund 6.29 0.91 5,499
Kotak Equity Arbitrage Fund 6.24 0.98 17,662
DSP Arbitrage Fund 6.20 0.95 1,247
UTI Arbitrage Fund 6.18 0.79 3,373
Invesco India Arbitrage Fund 6.11 1.02 384
Nippon India Arbitrage Fund 6.07 1.05 10,423
ICICI Prudential Equity Arbitrage Fund 5.97 0.93 13,591
IDFC Arbitrage Fund 5.96 1.08 12,007
HDFC Arbitrage Fund Wholesale Plan 5.92 0.90 6,892
Axis Arbitrage Fund 5.91 0.99 3,406
PGIM India Arbitrage Fund 5.90 0.89 132
LIC MF Arbitrage Fund 5.76 1.00 54
JM Arbitrage Fund 5.35 0.94 61

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Dynamic Asset Allocation Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Edelweiss Balanced Advantage Fund -3.31 2.08 1,429
DSP Dynamic Asset Allocation Fund -3.69 2.37 1,307
BNP Paribas Dynamic Equity Fund -4.40 2.37 110
Baroda Dynamic Equity Fund -4.97 2.62 500
Motilal Oswal Dynamic Fund -5.51 2.10 1,239
Axis Dynamic Equity Fund -5.52 2.03 1,736
Tata Balanced Advantage Fund -6.57 2.26 1,062
L&T Balanced Advantage Fund -7.26 2.46 661
Principal Balanced Advantage Fund -7.34 2.13 165
Aditya Birla Sun Life Asset Allocator MultiManager FoF Scheme -8.81 1.29 5
IDFC Dynamic Equity Fund -9.04 2.25 962
Kotak Balanced Advantage Fund -9.36 2.06 3,845
Union Balanced Advantage Fund -9.78 2.68 455
Nippon India Balanced Advantage Fund -10.19 2.10 2,956
ICICI Prudential Balanced Advantage Fund -11.65 1.70 28,092
Aditya Birla Sun Life Balanced Advantage Fund -11.73 2.05 2,630
BOI AXA Equity Debt Rebalancer Fund -11.87 2.35 111
Invesco India Dynamic Equity Fund -12.03 2.32 838
UTI Unit Linked Insurance Plan -12.03 1.85 4,431
SBI Dynamic Asset Allocation Fund -12.71 2.01 613

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Equity Savings Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Edelweiss Equity Savings Fund 0.42 1.74 115
Invesco India Equity Savings Fund -2.37 2.33 209
Union Equity Savings Fund -3.76 2.08 187
Aditya Birla Sun Life Equity Savings Fund -4.02 2.47 651
Mirae Asset Equity Savings Fund -4.54 1.77 93
Tata Equity Savings Fund -4.63 2.31 131
Axis Equity Saver Fund -4.65 2.35 793
IDBI Equity Savings Fund -4.66 2.18 12
Kotak Equity Savings Fund -4.74 2.12 1,712
ICICI Prudential Equity Savings Fund -5.43 1.36 1,474
Principal Equity Savings Fund -5.99 2.14 41
PGIM India Equity Savings Fund -6.01 2.12 35
Sundaram Equity Savings Fund -6.18 2.46 123
IDFC Equity Savings Fund -6.79 2.22 62
UTI Equity Savings Fund -6.98 1.51 220
SBI Equity Savings Fund -7.58 1.70 1,497
Mahindra Dhan Sanchay Equity Savings Yojana -8.16 2.10 207
DSP Equity Savings Fund -8.79 2.30 757
Franklin India Equity Savings Fund -9.25 2.12 198
HDFC Equity Savings Fund -9.97 2.01 3,859

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Multi Asset Allocation Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
SBI Multi Asset Allocation Fund -3.58 1.90 245
Aditya Birla Sun Life Financial Planning Fund FoF Conservative Plan -3.76 1.17 4
Franklin India Multi Asset Solution Fund -4.57 1.27 27
Quantum Multi Asset Fund of Funds -6.13 0.50 18
Axis Triple Advantage Fund -6.25 2.33 307
Aditya Birla Sun Life Financial Planning Fund FoF Prudent Plan -8.33 1.27 14
UTI Multi Asset Fund -12.24 2.49 682
HDFC Multi Asset Fund -13.47 2.53 227
Aditya Birla Sun Life Financial Planning Fund FoF Aggressive Plan -13.58 1.31 116
HDFC Dynamic PE Ratio Fund of Funds -14.02 1.00 18
Essel 3 in 1 Fund -14.47 2.14 20
HSBC Managed Solutions India Moderate -15.97 1.99 118
Quant Multi Asset Fund -17.28 2.48 1
ICICI Prudential Multi Asset Fund -18.98 1.74 11,138

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Balanced Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Franklin India Pension Fund -2.74 2.28 448
Axis Children’s Gift -7.94 2.44 461
Principal Retirement Savings Fund Moderate Plan -9.76 2.55 1
UTI Children’s Career FundSavings Plan -10.26 1.77 3,572
ICICI Prudential Asset Allocator (FOF) Fund -10.84 1.38 7,375
UTI Retirement Benefit Pension Fund -13.92 2.01 2,729
LIC MF Children’s Gift Fund -14.14 2.34 12
Franklin India Life Stage Fund of Funds 30s -14.49 1.09 5
Tata Young Citizens Fund -20.63 2.58 177
ICICI Prudential Passive Strategy Fund (FOF) -24.09 0.34 94

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

CATEGORY NAME AVG MAX MIN
Aggressive Hybrid Mutual Funds -15.98 -4.82 -33.47
Conservative Hybrid Mutual Funds -3.14 8.86 -25.18
Arbitrage Hybrid Mutual Funds 5.92 6.63 3.97
Dynamic Asset Allocation Hybrid Mutual Funds -9.39 -3.31 -23.41
Equity Savings Hybrid Mutual Funds -6.97 0.42 -27.97
Multi Asset Allocation Hybrid Mutual Funds -10.90 -3.58 -18.98
Balanced Hybrid Mutual Funds -12.88 -2.74 -24.09

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Category Avg/Max/Min Expense Ratio (%)

CATEGORY NAME AVG MAX MIN
Aggressive Hybrid Mutual Funds 2.21 2.73 1.28
Conservative Hybrid Mutual Funds 1.85 2.35 0.57
Arbitrage Hybrid Mutual Funds 1.03 2.25 0.79
Dynamic Asset Allocation Hybrid Mutual Funds 2.13 2.68 1.17
Equity Savings Hybrid Mutual Funds 2.06 2.47 1.36
Multi Asset Allocation Hybrid Mutual Funds 1.76 2.53 0.50
Balanced Hybrid Mutual Funds 1.88 2.58 0.34

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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

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NOTE: 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.