Best Performing Hybrid Mutual Funds 22 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
BNP Paribas Substantial Equity Hybrid Fund -3.5 2.4 389
Motilal Oswal Equity Hybrid Fund -5.0 2.4 312
Canara Robeco Equity Hybrid Fund -5.7 2.0 2912
DSP Equity & Bond Fund -8.3 1.9 5538
Quant Absolute Fund -9.4 2.5 2
Axis Equity Hybrid Fund -9.7 2.1 1458
HSBC Equity Hybrid Fund -9.9 2.5 530
IDBI Hybrid Equity Fund -10.5 2.5 214
SBI Equity Hybrid Fund -10.5 1.7 29106
Aditya Birla Sun Life Retirement Fund The 40s Plan -11.1 2.6 74

Conservative Hybrid Mutual Funds

NAME 1Y% ER% AUM
Baroda Conservative Hybrid Fund 10.1 2.1 22
Aditya Birla Sun Life Retirement Fund The 50s Plan 8.4 2.1 30
Canara Robeco Conservative Hybrid Fund 5.9 1.9 217
Nippon India Retirement Fund Income Generation Scheme 5.6 2.2 247
LIC MF Debt Hybrid Fund 5.4 2.2 64
Kotak Debt Hybrid Fund 3.8 2.2 236
BNP Paribas Conservative Hybrid Fund 3.3 2.2 326
HDFC Retirement Savings Fund Hybrid Debt Plan 3.3 2.3 78
HSBC Regular Savings Fund 2.9 2.3 90
ICICI Prudential Retirement Fund Hybrid Conservative Plan 2.9 2.1 63

Arbitrage Hybrid Mutual Funds

NAME 1Y% ER% AUM
Tata Arbitrage Fund 6.7 1.1 951
Edelweiss Arbitrage Fund 6.5 1.1 3076
BNP Paribas Arbitrage Fund 6.4 1.0 663
L&T Arbitrage Opportunities Fund 6.4 1.0 644
Union Arbitrage Fund 6.2 1.0 80
Aditya Birla Sun Life Arbitrage Fund 6.2 0.9 3254
Axis Arbitrage Fund 6.1 1.0 2421
Invesco India Arbitrage Fund 6.1 1.0 350
UTI Arbitrage Fund 6.1 0.9 2438
Nippon India Arbitrage Fund 6.1 1.0 7068

Dynamic Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
L&T Balanced Advantage Fund -2.1 2.4 640
BNP Paribas Dynamic Equity Fund -2.7 2.4 100
Baroda Dynamic Equity Fund -2.8 2.4 534
Edelweiss Balanced Advantage Fund -3.3 2.2 1329
DSP Dynamic Asset Allocation Fund -3.3 2.2 1256
IDFC Dynamic Equity Fund -4.3 2.4 866
Aditya Birla Sun Life Asset Allocator MultiManager FoF Scheme -5.1 1.3 5
Tata Balanced Advantage Fund -5.1 2.2 1005
Union Balanced Advantage Fund -5.7 2.6 443
Motilal Oswal Dynamic Fund -6.3 2.2 1112

Equity Savings Hybrid Mutual Funds

NAME 1Y% ER% AUM
Edelweiss Equity Savings Fund 0.5 1.7 84
Invesco India Equity Savings Fund -1.7 2.3 179
Union Equity Savings Fund -2.1 2.1 178
IDBI Equity Savings Fund -2.6 2.2 11
Kotak Equity Savings Fund -3.1 2.2 1492
IDFC Equity Savings Fund -4.0 2.5 54
Sundaram Equity Savings Fund -4.1 2.4 108
Mirae Asset Equity Savings Fund -4.1 1.7 91
Tata Equity Savings Fund -4.5 2.3 118
Principal Equity Savings Fund -4.5 2.4 36

Multi Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
SBI Multi Asset Allocation Fund 6.0 1.8 238
Aditya Birla Sun Life Financial Planning FoF Conservative Plan 1.3 0.8 4
Quantum Multi Asset Fund of Funds 0.7 0.5 18
Aditya Birla Sun Life Financial Planning FoF Moderate Plan -3.2 1.0 13
Axis Triple Advantage Fund -5.7 2.3 289
Quant Multi Asset Fund -7.4 2.5 1
Aditya Birla Sun Life Financial Planning FoF Aggressive Plan -8.1 1.1 109
UTI Multi Asset Fund -8.9 2.5 621
HDFC Multi Asset Fund -9.0 2.6 220
Essel 3 in 1 Fund -10.1 2.2 16

Balanced Hybrid Mutual Funds

NAME 1Y% ER% AUM
Franklin India Pension Fund -1.1 2.3 410
ICICI Prudential Asset Allocator (FOF) Fund -7.2 1.2 6892
UTI Children’s Career FundSavings Plan -7.5 1.8 3281
Principal Retirement Savings Fund Moderate Plan -8.8 2.3 1
Axis Children’s Gift -9.2 2.4 414
UTI Retirement Benefit Pension Fund -10.1 2.0 2608
LIC MF Children’s Gift Fund -12.6 2.4 11
Tata Young Citizens Fund -15.4 2.5 159
Franklin India Life Stage Fund of Funds 30s -22.8 1.3 4
ICICI Prudential Passive Strategy Fund (FOF) -25.4 0.3 78

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

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds -14.6 -3.5 -30.5
Conservative Hybrid Mutual Funds -2.3 10.1 -27.6
Arbitrage Hybrid Mutual Funds 5.7 6.7 3.1
Dynamic Asset Allocation Hybrid Mutual Funds -8.4 -2.1 -26.3
Equity Savings Hybrid Mutual Funds -6.2 0.5 -25.7
Multi Asset Allocation Hybrid Mutual Funds -7.4 6.0 -21.5
Balanced Hybrid Mutual Funds -12.0 -1.1 -25.4

Avg/Max/Min Expense Ratio (%) For Each Category

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 2.2 2.6 1.3
Conservative Hybrid Mutual Funds 1.9 2.3 0.7
Arbitrage Hybrid Mutual Funds 1.0 2.3 0.8
Dynamic Asset Allocation Hybrid Mutual Funds 2.2 2.6 1.3
Equity Savings Hybrid Mutual Funds 2.1 2.6 1.3
Multi Asset Allocation Hybrid Mutual Funds 1.8 2.6 0.5
Balanced Hybrid Mutual Funds 1.9 2.5 0.3

Avg/Max/Min Net Assets (Cr) For Each Category

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.