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

Best Performing Hybrid Mutual Funds (Updated On 19-Dec-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
Quant Absolute Fund 33.0 2.5 7
BOI AXA Mid & Small Cap Equity & Debt Fund 29.7 2.6 322
JM Equity Hybrid Fund 28.8 2.1 6
Canara Robeco Equity Hybrid Fund 18.0 2.0 3906
HDFC Retirement Savings Fund Hybrid Equity Plan 16.7 2.6 493
IDBI Hybrid Equity Fund 16.4 2.6 221
HDFC Children’s Gift Fund 16.2 2.0 3798
DSP Equity & Bond Fund 16.1 1.9 6025
Mahindra Manulife Hybrid Equity Nivesh Yojana 15.9 2.6 138
Baroda Hybrid Equity Fund 15.4 2.5 421

Conservative Hybrid Mutual Funds

NAME 1Y% ER% AUM
ICICI Prudential Thematic Advantage Fund (FOF) 26.0 1.5 10
Kotak Asset Allocator Fund 25.2 1.0 87
Kotak Debt Hybrid Fund 14.1 2.3 317
Baroda Conservative Hybrid Fund 14.0 2.1 28
SBI Debt Hybrid Fund 13.7 1.8 989
Canara Robeco Conservative Hybrid Fund 13.6 2.0 340
Axis Regular Saver Fund 13.2 2.3 210
SBI Magnum Children’s Benefit Fund Savings Plan 12.9 2.2 69
Nippon India Retirement Fund Income Generation Scheme 11.6 2.1 263
ICICI Prudential Retirement Fund Hybrid Conservative Plan 11.5 2.1 55

Arbitrage Hybrid Mutual Funds

NAME 1Y% ER% AUM
Tata Arbitrage Fund 4.8 1.1 2487
L&T Arbitrage Opportunities Fund 4.7 1.0 2254
BNP Paribas Arbitrage Fund 4.4 1.0 582
Union Arbitrage Fund 4.4 1.0 83
Edelweiss Arbitrage Fund 4.4 1.1 3180
Kotak Equity Arbitrage Fund 4.2 1.0 15302
UTI Arbitrage Fund 4.2 0.9 3210
Nippon India Arbitrage Fund 4.2 1.0 8178
ICICI Prudential Equity Arbitrage Fund 4.2 1.0 9496
Invesco India Arbitrage Fund 4.1 1.0 476

Dynamic Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
Baroda Dynamic Equity Fund 25.1 2.4 793
Edelweiss Balanced Advantage Fund 21.6 2.1 1924
Union Balanced Advantage Fund 20.7 2.5 555
Aditya Birla Sun Life Asset Allocator MultiManager FoF Scheme 20.1 1.3 8
Aditya Birla Sun Life Balanced Advantage Fund 14.8 2.1 2521
Tata Balanced Advantage Fund 14.5 2.2 1264
UTI Unit Linked Insurance Plan 13.2 1.7 4788
Shriram Balanced Advantage Fund 12.8 2.6 42
Kotak Balanced Advantage Fund 12.6 2.0 5180
DSP Dynamic Asset Allocation Fund 12.4 2.1 1959

Equity Savings Hybrid Mutual Funds

NAME 1Y% ER% AUM
Principal Equity Savings Fund 13.5 2.4 46
Mirae Asset Equity Savings Fund 12.8 1.5 135
Edelweiss Equity Savings Fund 12.2 1.7 80
Mahindra Manulife Equity Savings Dhan Sanchay Yojana 11.9 2.4 201
Baroda Equity Savings Fund 11.5 2.4 385
SBI Equity Savings Fund 11.0 1.7 1339
Axis Equity Saver Fund 10.6 2.4 703
L&T Equity Savings Fund 10.3 1.6 74
Aditya Birla Sun Life Equity Savings Fund 10.1 2.5 495
Union Equity Savings Fund 10.1 2.0 173

Multi Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
Quant Multi Asset Fund 26.2 2.5 14
HDFC Multi Asset Fund 19.8 2.5 411
Aditya Birla Sun Life Financial Planning FoF Aggressive Plan 18.7 1.3 138
Axis Triple Advantage Fund 17.3 2.3 630
Aditya Birla Sun Life Financial Planning FoF Moderate Plan 16.5 1.3 22
SBI Multi Asset Allocation Fund 15.1 1.9 278
HSBC Managed Solutions India Moderate 14.7 1.9 76
HDFC Dynamic PE Ratio Fund of Funds 14.1 1.0 17
Aditya Birla Sun Life Financial Planning FoF Conservative Plan 13.9 1.1 12
Quantum Multi Asset Fund of Funds 13.4 0.5 27

Balanced Hybrid Mutual Funds

NAME 1Y% ER% AUM
Tata Young Citizens Fund 18.5 2.5 204
Axis Children’s Gift 13.9 2.5 526
ICICI Prudential Asset Allocator (FOF) Fund 13.2 1.4 8490
UTI Retirement Benefit Pension Fund 12.5 1.8 3055
UTI Children’s Career FundSavings Plan 11.4 1.8 3790
Principal Retirement Savings Fund Moderate Plan 10.5 2.3 1
ICICI Prudential Passive Strategy Fund (FOF) 10.2 0.5 73
LIC MF Children’s Gift Fund 9.9 2.4 13
Franklin India Pension Fund 8.6 2.3 446
Franklin India Life Stage Fund of Funds 30s -2.6 1.4 5

Avg/Max/Min 1 Year Returns (%)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 13.1 33.0 -6.6
Conservative Hybrid Mutual Funds 8.9 26.0 -19.3
Arbitrage Hybrid Mutual Funds 3.6 4.8 0.2
Dynamic Asset Allocation Hybrid Mutual Funds 11.7 25.1 -8.1
Equity Savings Hybrid Mutual Funds 8.7 13.5 -6.8
Multi Asset Allocation Hybrid Mutual Funds 13.7 26.2 -13.7
Balanced Hybrid Mutual Funds 10.6 18.5 -2.6

Avg/Max/Min Expense Ratio (%)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 2.2 2.7 1.4
Conservative Hybrid Mutual Funds 1.9 2.4 0.8
Arbitrage Hybrid Mutual Funds 1.0 1.9 0.9
Dynamic Asset Allocation Hybrid Mutual Funds 2.1 2.6 1.3
Equity Savings Hybrid Mutual Funds 2.1 2.6 1.5
Multi Asset Allocation Hybrid Mutual Funds 1.9 2.5 0.5
Balanced Hybrid Mutual Funds 1.9 2.5 0.5

Avg/Max/Min Net Assets (Cr)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 2800 34353 3
Conservative Hybrid Mutual Funds 334 2492 1
Arbitrage Hybrid Mutual Funds 2536 15302 0
Dynamic Asset Allocation Hybrid Mutual Funds 3829 38067 8
Equity Savings Hybrid Mutual Funds 444 2684 12
Multi Asset Allocation Hybrid Mutual Funds 814 10606 12
Balanced Hybrid Mutual Funds 1660 8490 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.