Best Performing Hybrid Mutual Funds 24 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
Motilal Oswal Equity Hybrid Fund -2.8 2.4 278
BNP Paribas Substantial Equity Hybrid Fund -3.1 2.4 355
Canara Robeco Equity Hybrid Fund -5.2 2.0 2621
DSP Equity & Bond Fund -8.2 2.0 5118
SBI Equity Hybrid Fund -8.3 1.8 26925
LIC MF Equity Hybrid Fund -8.8 2.5 352
Axis Equity Hybrid Fund -9.0 2.1 1336
Sundaram Equity Hybrid Fund -9.8 1.7 1432
Aditya Birla Sun Life Retirement Fund The 40s Plan -9.9 2.5 68
HSBC Equity Hybrid Fund -10.3 2.5 483

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Conservative Hybrid Mutual Funds

NAME 1Y% ER% AUM
Baroda Conservative Hybrid Fund 10.7 2.1 21
Aditya Birla Sun Life Retirement Fund The 50s Plan 8.3 2.3 29
Nippon India Retirement Fund Income Generation Scheme 5.9 1.9 246
Canara Robeco Conservative Hybrid Fund 5.6 2.0 213
LIC MF Debt Hybrid Fund 5.4 2.2 62
HSBC Managed Solutions India Conservative 4.9 1.8 115
Kotak Debt Hybrid Fund 3.6 2.1 232
L&T Conservative Hybrid Fund 3.4 2.3 32
BNP Paribas Conservative Hybrid Fund 3.2 2.1 370
HDFC Retirement Savings Fund Hybrid Debt Plan 3.1 2.1 77

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Arbitrage Hybrid Mutual Funds

NAME 1Y% ER% AUM
Edelweiss Arbitrage Fund 6.6 1.1 2387
Tata Arbitrage Fund 6.6 1.7 606
BNP Paribas Arbitrage Fund 6.6 1.0 475
L&T Arbitrage Opportunities Fund 6.5 1.0 506
Union Arbitrage Fund 6.3 1.1 78
SBI Arbitrage Opportunities Fund 6.2 0.9 4402
Invesco India Arbitrage Fund 6.2 1.0 320
UTI Arbitrage Fund 6.2 0.9 2283
Aditya Birla Sun Life Arbitrage Fund 6.1 0.9 3004
DSP Arbitrage Fund 6.1 1.0 831

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Dynamic Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
BNP Paribas Dynamic Equity Fund -1.7 2.3 95
Edelweiss Balanced Advantage Fund -2.1 2.1 1250
L&T Balanced Advantage Fund -2.2 2.5 590
Baroda Dynamic Equity Fund -2.7 2.6 484
Aditya Birla Sun Life Asset Allocator MultiManager FoF Scheme -2.7 1.3 5
DSP Dynamic Asset Allocation Fund -3.2 2.3 1147
IDFC Dynamic Equity Fund -4.0 2.3 789
Tata Balanced Advantage Fund -4.6 2.3 927
Union Balanced Advantage Fund -4.8 2.7 396
Axis Dynamic Equity Fund -4.8 2.1 1531

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Equity Savings Hybrid Mutual Funds

NAME 1Y% ER% AUM
Edelweiss Equity Savings Fund 1.8 1.8 81
Invesco India Equity Savings Fund -1.1 2.3 178
Union Equity Savings Fund -1.3 2.1 169
Mirae Asset Equity Savings Fund -2.9 1.8 85
IDBI Equity Savings Fund -3.0 2.2 10
Kotak Equity Savings Fund -3.1 2.1 1449
Tata Equity Savings Fund -3.6 2.9 115
Aditya Birla Sun Life Equity Savings Fund -3.7 2.4 542
Sundaram Equity Savings Fund -3.8 2.3 102
IDFC Equity Savings Fund -3.9 2.5 51

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Multi Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
SBI Multi Asset Allocation Fund 4.5 1.8 221
Franklin India Multi Asset Solution Fund 2.6 1.2 25
Aditya Birla Sun Life Financial Planning FoF Conservative Plan 1.9 1.0 4
Quantum Multi Asset Fund of Funds 1.6 0.5 16
Aditya Birla Sun Life Financial Planning FoF Moderate Plan -1.4 1.1 12
Axis Triple Advantage Fund -3.6 2.3 259
Aditya Birla Sun Life Financial Planning FoF Aggressive Plan -5.3 1.2 99
Quant Multi Asset Fund -6.8 2.5 1
UTI Multi Asset Fund -8.3 2.4 564
HDFC Multi Asset Fund -8.6 2.5 198

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Balanced Hybrid Mutual Funds

NAME 1Y% ER% AUM
Franklin India Pension Fund -1.2 2.3 412
Principal Retirement Savings Fund Moderate Plan -8.3 2.5 1
ICICI Prudential Asset Allocator (FOF) Fund -8.4 1.2 6176
Axis Children’s Gift -8.5 2.4 379
UTI Children’s Career FundSavings Plan -9.0 1.8 3136
LIC MF Children’s Gift Fund -10.9 2.3 10
UTI Retirement Benefit Pension Fund -11.3 1.5 2453
Franklin India Life Stage Fund of Funds 30s -11.4 1.1 5
Tata Young Citizens Fund -15.8 2.6 140
ICICI Prudential Passive Strategy Fund (FOF) -24.3 0.3 72

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

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds -14.1 -2.8 -32.0
Conservative Hybrid Mutual Funds -1.1 10.7 -18.2
Arbitrage Hybrid Mutual Funds 5.8 6.6 3.4
Dynamic Asset Allocation Hybrid Mutual Funds -7.0 -1.7 -20.7
Equity Savings Hybrid Mutual Funds -5.5 1.8 -25.8
Multi Asset Allocation Hybrid Mutual Funds -5.0 4.5 -14.8
Balanced Hybrid Mutual Funds -10.9 -1.2 -24.3

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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 2.7 1.1
Equity Savings Hybrid Mutual Funds 2.1 2.9 1.4
Multi Asset Allocation Hybrid Mutual Funds 1.8 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.