Top Performing Hybrid Mutual Funds-Best Hybrid Mutual Funds for Long Term Lumpsum Investment

Best Performing Hybrid Mutual Funds (Updated On 13-Nov-2021)

Best Performing Hybrid Mutual Funds 12 Nov 2021

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
SBI Magnum Children’s Benefit Fund Investment Plan 124.6 2.6 322
Quant Absolute Fund 69.0 2.3 106
ICICI Prudential Equity & Debt Fund 66.3 1.8 18740
BOI AXA Mid & Small Cap Equity & Debt Fund 64.4 2.7 346
Franklin India Life Stage FoF 20s 49.6 1.4 12
UTI Hybrid Equity Fund 47.6 2.0 4326
Mahindra Manulife Hybrid Equity Nivesh Yojana 46.9 2.7 315
Baroda Hybrid Equity Fund 43.9 2.6 412
Kotak Equity Hybrid Fund 43.4 2.2 2132
IDFC Hybrid Equity Fund 42.8 2.5 593

Conservative Hybrid Mutual Funds

NAME 1Y% ER% AUM
Franklin India Life Stage FoF 40s 34.3 1.5 20
SBI Magnum Children’s Benefit Fund Savings Plan 27.5 1.2 84
Franklin India Life Stage FoF 50s Plus 25.1 1.2 16
Aditya Birla Sun Life Regular Savings Fund 20.6 2.0 1310
SBI Debt Hybrid Fund 19.9 1.1 4369
Kotak Debt Hybrid Fund 19.8 2.0 1160
HDFC Hybrid Debt Fund 19.5 1.8 2676
UTI Regular Savings Fund 19.2 1.8 1653
Axis Retirement Savings Fund Conservative Plan 18.2 2.1 107
Sundaram Debt Oriented Hybrid Fund 17.3 2.2 35

Dynamic Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
HDFC Balanced Advantage Fund 47.5 1.6 42776
Franklin India Dynamic Asset Allocation Fund of Funds 46.3 1.0 1162
Axis Retirement Savings Fund Dynamic Plan 37.4 2.3 306
Edelweiss Balanced Advantage Fund 30.8 1.8 6331
Nippon India Balanced Advantage Fund 26.5 2.2 5130
ITI Balanced Advantage Fund 26.4 2.6 305
ICICI Prudential Asset Allocator (FOF) Fund 26.0 1.2 13898
Tata Balanced Advantage Fund 24.9 2.0 3849
Aditya Birla Sun Life Balanced Advantage Fund 24.3 1.9 6124
Sundaram Balanced Advantage Fund 23.6 2.4 1225

Arbitrage Hybrid Mutual Funds

NAME 1Y% ER% AUM
Kotak Equity Arbitrage Fund 4.0 1.0 24430
SBI Arbitrage Opportunities Fund 4.0 0.9 5013
Aditya Birla Sun Life Arbitrage Fund 3.9 1.0 8942
Edelweiss Arbitrage Fund 3.9 1.1 6017
UTI Arbitrage Fund 3.9 0.9 6067
ICICI Prudential Equity Arbitrage Fund 3.9 0.9 14821
Tata Arbitrage Fund 3.9 1.1 11980
Nippon India Arbitrage Fund 3.9 1.0 12136
BNP Paribas Arbitrage Fund 3.8 1.1 747
L&T Arbitrage Opportunities Fund 3.8 1.0 4906

Equity Savings Hybrid Mutual Funds

NAME 1Y% ER% AUM
Principal Equity Savings Fund 27.2 2.4 118
Mahindra Manulife Equity Savings Dhan Sanchay Yojana 26.4 2.5 344
HDFC Equity Savings Fund 26.0 2.2 2516
Mirae Asset Equity Savings Fund 22.3 1.4 405
L&T Equity Savings Fund 22.1 1.6 102
Aditya Birla Sun Life Equity Savings Fund 21.5 2.5 536
Franklin India Equity Savings Fund 21.1 2.2 132
UTI Equity Savings Fund 20.9 1.5 275
SBI Equity Savings Fund 20.8 1.2 1950
Axis Equity Saver Fund 20.8 2.2 1053

Multi Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
Quant Multi Asset Fund 63.4 2.3 136
ICICI Prudential Multi Asset Fund 55.8 1.8 12509
Axis Triple Advantage Fund 36.9 2.1 1613
Aditya Birla Sun Life Financial Planning FoF Aggressive Plan 34.4 1.2 163
Tata Multi Asset Opportunities Fund 34.3 2.3 1115
Navi 3 in 1 Fund 32.5 2.4 19
Franklin India Multi Asset Solution Fund 32.2 1.3 51
HSBC Managed Solutions India Moderate 31.5 1.9 72
HDFC Dynamic PE Ratio FoF 30.7 1.0 31
HDFC Multi Asset Fund 30.4 2.4 1257

Balanced Hybrid Mutual Funds

NAME 1Y% ER% AUM
Franklin India Life Stage FoF 30s 44.1 1.4 6
Kotak Asset Allocator Fund 35.7 1.1 488
UTI Retirement Benefit Pension Fund 27.2 1.8 3622
UTI Children’s Career FundSavings Plan 23.2 1.7 4252
IDFC Asset Allocation Fund Moderate Plan 21.7 1.0 19
Franklin India Pension Fund 15.4 2.3 461

Avg/Max/Min 1 Year Returns (%)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 41.0 124.6 25.7
Conservative Hybrid Mutual Funds 14.4 34.3 2.5
Dynamic Asset Allocation Hybrid Mutual Funds 23.6 47.5 11.8
Arbitrage Hybrid Mutual Funds 3.4 4.0 2.3
Equity Savings Hybrid Mutual Funds 18.7 27.2 9.1
Multi Asset Allocation Hybrid Mutual Funds 30.0 63.4 6.3
Balanced Hybrid Mutual Funds 27.9 44.1 15.4

Avg/Max/Min Expense Ratio (%)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 2.2 2.7 1.4
Conservative Hybrid Mutual Funds 1.8 2.5 0.6
Dynamic Asset Allocation Hybrid Mutual Funds 2.1 2.6 1.0
Arbitrage Hybrid Mutual Funds 1.0 1.2 0.9
Equity Savings Hybrid Mutual Funds 2.1 2.5 1.0
Multi Asset Allocation Hybrid Mutual Funds 1.6 2.4 0.5
Balanced Hybrid Mutual Funds 1.5 2.3 1.0

Avg/Max/Min Net Assets (Cr)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 3201 48043 10
Conservative Hybrid Mutual Funds 561 4369 9
Dynamic Asset Allocation Hybrid Mutual Funds 6432 42776 49
Arbitrage Hybrid Mutual Funds 4495 24430 8
Equity Savings Hybrid Mutual Funds 684 4506 13
Multi Asset Allocation Hybrid Mutual Funds 997 12509 14
Balanced Hybrid Mutual Funds 1475 4252 6

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.