Best Performing Hybrid Mutual Funds 09 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

Category-Wise Data For Hybrid Mutual Funds

NOTE: 1Y% = 1 Year Returns (%). ER% = Expense Ratio (%). AUM = Net Assets (Cr). AVG = Category Average. MAX = Category Maximum. MIN = Category Minimum.

Aggressive Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
BNP Paribas Substantial Equity Hybrid Fund 10.24 2.44 384
DSP Equity & Bond Fund 9.50 1.93 6,465
Motilal Oswal Equity Hybrid Fund 8.67 2.50 320
Axis Equity Hybrid Fund 7.43 2.07 1,621
SBI Equity Hybrid Fund 7.35 1.62 32,585
Canara Robeco Equity Hybrid Fund 6.59 2.01 3,071
LIC MF Equity Hybrid Fund 6.12 2.63 421
LIC MF Unit Linked Insurance 4.37 2.36 309
Kotak Equity Hybrid Fund 3.88 2.18 1,474
Sundaram Equity Hybrid Fund 3.14 2.21 1,876
HSBC Managed Solutions India Growth 2.87 1.87 72
Invesco India Equity & Bond Fund 2.10 2.50 406
Edelweiss Aggressive Hybrid Fund 1.75 2.31 12
HSBC Equity Hybrid Fund 1.64 2.45 593
Tata Retirement Savings Fund Moderate Plan 0.75 2.22 1,179
Shriram Hybrid Equity Fund 0.54 2.35 62
Mirae Asset Hybrid Equity Fund 0.01 1.91 3,380
Essel Equity Hybrid Fund -0.10 2.35 192
Indiabulls Equity Hybrid Fund -0.31 2.36 33
ICICI Prudential Child Care Fund Gift Plan -0.40 2.42 667

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Conservative Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Baroda Conservative Hybrid Fund 13.19 2.07 25
Nippon India Retirement Fund Income Generation Scheme 11.80 2.19 256
Canara Robeco Conservative Hybrid Fund 10.53 1.95 231
LIC MF Debt Hybrid Fund 9.03 2.24 66
Kotak Debt Hybrid Fund 8.85 2.23 252
Kotak Asset Allocator Fund 8.23 0.75 49
HSBC Regular Savings Fund 7.64 2.34 96
ICICI Prudential Regular Savings Fund 7.60 1.95 1,737
HDFC Retirement Savings Fund Hybrid Debt Plan 7.21 2.44 79
L&T Conservative Hybrid Fund 7.19 2.31 35
BNP Paribas Conservative Hybrid Fund 6.92 2.18 391
HSBC Managed Solutions India Conservative 6.77 1.74 127
IDFC Regular Savings Fund 6.66 2.23 192
Tata Retirement Savings Fund Conservative Plan 6.57 2.22 137
ICICI Prudential Retirement Fund Hybrid Conservative Plan 6.39 2.01 65
SBI Debt Hybrid Fund 5.99 1.81 1,064
IDFC Asset Allocation Fund Conservative Plan 5.97 0.79 10
Franklin India Debt Hybrid Fund 5.96 2.26 302
DSP Regular Savings Fund 5.39 2.18 233
ICICI Prudential Income Optimizer Fund (FOF) 5.17 0.57 116

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Dynamic Asset Allocation Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Motilal Oswal Dynamic Fund 7.60 2.10 1,239
DSP Dynamic Asset Allocation Fund 6.05 2.39 1,307
Edelweiss Balanced Advantage Fund 5.99 2.12 1,476
IDFC Dynamic Equity Fund 5.68 2.25 962
Baroda Dynamic Equity Fund 5.24 2.60 460
Kotak Balanced Advantage Fund 4.22 2.06 3,719
Aditya Birla Sun Life Asset Allocator MultiManager FoF Scheme 3.29 1.29 5
Axis Dynamic Equity Fund 2.41 2.03 1,736
Tata Balanced Advantage Fund 2.29 2.26 1,119
ICICI Prudential Balanced Advantage Fund 2.16 1.73 28,853
Union Balanced Advantage Fund 2.12 2.62 477
L&T Balanced Advantage Fund 1.96 2.46 661
Aditya Birla Sun Life Balanced Advantage Fund 1.53 2.02 2,736
Nippon India Balanced Advantage Fund 1.48 2.10 2,884
Invesco India Dynamic Equity Fund 1.42 2.19 838
Principal Balanced Advantage Fund -1.65 2.13 180
UTI Unit Linked Insurance Plan -2.95 1.85 4,454
Franklin India Dynamic Asset Allocation Fund of Funds -4.32 1.21 1,062
BOI AXA Equity Debt Rebalancer Fund -4.80 2.35 117
SBI Dynamic Asset Allocation Fund -4.82 2.01 664

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Arbitrage Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Tata Arbitrage Fund 6.50 1.11 584
DSP Arbitrage Fund 6.49 0.95 1,247
BNP Paribas Arbitrage Fund 6.48 1.00 691
Indiabulls Arbitrage Fund 6.39 0.96 35
SBI Arbitrage Opportunities Fund 6.36 0.91 5,253
L&T Arbitrage Opportunities Fund 6.33 0.96 797
Aditya Birla Sun Life Arbitrage Fund 6.31 0.85 5,769
Edelweiss Arbitrage Fund 6.29 1.09 4,026
UTI Arbitrage Fund 6.28 0.79 3,422
Kotak Equity Arbitrage Fund 6.24 0.98 17,856
Union Arbitrage Fund 6.21 1.05 85
Nippon India Arbitrage Fund 6.20 1.05 10,497
IDFC Arbitrage Fund 6.14 1.07 12,007
Invesco India Arbitrage Fund 6.13 1.03 384
HDFC Arbitrage Fund Wholesale Plan 6.11 0.90 6,892
PGIM India Arbitrage Fund 6.09 0.88 173
ICICI Prudential Equity Arbitrage Fund 6.08 0.93 13,739
Axis Arbitrage Fund 6.03 0.99 3,406
LIC MF Arbitrage Fund 5.62 1.00 56
JM Arbitrage Fund 5.30 0.94 65

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Equity Savings Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Aditya Birla Sun Life Equity Savings Fund 5.57 2.45 651
Edelweiss Equity Savings Fund 5.26 1.74 116
IDBI Equity Savings Fund 5.09 2.17 12
Axis Equity Saver Fund 4.53 2.32 793
Invesco India Equity Savings Fund 4.44 2.37 209
Mirae Asset Equity Savings Fund 4.38 1.77 89
ICICI Prudential Equity Savings Fund 4.27 1.36 1,553
Mahindra Dhan Sanchay Equity Savings Yojana 3.27 2.10 215
PGIM India Equity Savings Fund 3.09 1.99 36
Union Equity Savings Fund 2.90 2.06 195
Kotak Equity Savings Fund 2.89 2.11 1,804
Tata Equity Savings Fund 2.77 2.31 137
SBI Equity Savings Fund 2.53 1.70 1,567
DSP Equity Savings Fund 2.03 2.29 757
Sundaram Equity Savings Fund 2.01 2.46 140
IDFC Equity Savings Fund 1.32 2.22 62
Principal Equity Savings Fund 0.64 2.14 44
Franklin India Equity Savings Fund -0.59 2.14 220
UTI Equity Savings Fund -1.08 1.51 234
HDFC Equity Savings Fund -1.46 1.98 3,859

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Multi Asset Allocation Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Axis Triple Advantage Fund 10.05 2.33 307
SBI Multi Asset Allocation Fund 6.57 1.90 253
Aditya Birla Sun Life Financial Planning Fund FoF Conservative Plan 4.90 1.17 4
Quantum Multi Asset Fund of Funds 3.80 0.50 18
Aditya Birla Sun Life Financial Planning Fund FoF Prudent Plan 3.65 1.27 14
HSBC Managed Solutions India Moderate 3.49 1.98 118
Franklin India Multi Asset Solution Fund 3.15 1.26 28
HDFC Multi Asset Fund 2.98 2.76 227
Quant Multi Asset Fund 2.57 2.48 1
Essel 3 in 1 Fund 1.57 2.14 20
UTI Multi Asset Fund 1.56 2.49 700
Aditya Birla Sun Life Financial Planning Fund FoF Aggressive Plan 1.54 1.25 116
HDFC Dynamic PE Ratio Fund of Funds -1.66 1.00 18
ICICI Prudential Multi Asset Fund -5.47 1.90 11,902

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Balanced Hybrid Mutual Funds

FUND NAME 1Y% ER% AUM
Axis Children’s Gift 7.02 2.44 461
Franklin India Pension Fund 6.19 2.28 453
LIC MF Children’s Gift Fund 3.93 2.41 12
ICICI Prudential Asset Allocator (FOF) Fund 2.14 1.45 6,941
Principal Retirement Savings Fund Moderate Plan -1.27 2.55 1
UTI Children’s Career FundSavings Plan -1.61 1.77 3,614
Franklin India Life Stage Fund of Funds 30s -2.97 1.08 6
Tata Young Citizens Fund -4.06 2.58 187
UTI Retirement Benefit Pension Fund -5.18 2.01 2,796
ICICI Prudential Passive Strategy Fund (FOF) -6.21 0.41 100

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

CATEGORY NAME AVG MAX MIN
Aggressive Hybrid Mutual Funds -0.59 10.24 -19.07
Conservative Hybrid Mutual Funds 3.74 13.19 -14.23
Dynamic Asset Allocation Hybrid Mutual Funds 1.28 7.60 -7.95
Arbitrage Hybrid Mutual Funds 5.95 6.50 4.02
Equity Savings Hybrid Mutual Funds 1.43 5.57 -20.64
Multi Asset Allocation Hybrid Mutual Funds 2.76 10.05 -5.47
Balanced Hybrid Mutual Funds -0.20 7.02 -6.21

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Category-Wise Avg/Max/Min Net Assets (Cr)

CATEGORY NAME AVG MAX MIN
Aggressive Hybrid Mutual Funds 3,133 32,585 2
Conservative Hybrid Mutual Funds 351 2,714 1
Dynamic Asset Allocation Hybrid Mutual Funds 4,010 40,920 5
Arbitrage Hybrid Mutual Funds 3,628 17,856 1
Equity Savings Hybrid Mutual Funds 608 3,859 12
Multi Asset Allocation Hybrid Mutual Funds 932 11,902 1
Balanced Hybrid Mutual Funds 1,457 6,941 1

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Category-Wise Avg/Max/Min Expense Ratio (%)

CATEGORY NAME AVG MAX MIN
Aggressive Hybrid Mutual Funds 2.20 2.73 1.28
Conservative Hybrid Mutual Funds 1.86 2.44 0.57
Dynamic Asset Allocation Hybrid Mutual Funds 2.12 2.62 1.21
Arbitrage Hybrid Mutual Funds 1.02 2.25 0.79
Equity Savings Hybrid Mutual Funds 2.05 2.46 1.36
Multi Asset Allocation Hybrid Mutual Funds 1.78 2.76 0.50
Balanced Hybrid Mutual Funds 1.90 2.58 0.41

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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.