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

Best Performing Hybrid Mutual Funds (Updated On 16-Oct-2021)

Best Performing Hybrid Mutual Funds 15 Oct 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 125.0 2.6 289
ICICI Prudential Equity & Debt Fund 78.9 1.8 18653
Quant Absolute Fund 75.6 2.3 96
BOI AXA Mid & Small Cap Equity & Debt Fund 72.8 2.7 349
Franklin India Life Stage FoF 20s 61.8 1.4 12
UTI Hybrid Equity Fund 56.1 2.0 4247
Mahindra Manulife Hybrid Equity Nivesh Yojana 52.7 2.6 294
JM Equity Hybrid Fund 52.5 2.5 10
Baroda Hybrid Equity Fund 51.9 2.6 414
IDFC Hybrid Equity Fund 51.8 2.5 587

Conservative Hybrid Mutual Funds

NAME 1Y% ER% AUM
Franklin India Life Stage FoF 40s 39.2 1.5 20
Franklin India Life Stage FoF 50s Plus 27.8 1.2 16
SBI Magnum Children’s Benefit Fund Savings Plan 26.8 1.2 84
HDFC Hybrid Debt Fund 23.3 1.9 2661
UTI Regular Savings Fund 22.9 1.8 1655
Aditya Birla Sun Life Regular Savings Fund 22.8 2.0 1292
Kotak Debt Hybrid Fund 21.8 2.0 1050
SBI Debt Hybrid Fund 21.6 1.1 4122
Axis Retirement Savings Fund Conservative Plan 21.4 2.1 107
Sundaram Debt Oriented Hybrid Fund 19.4 2.2 34

Dynamic Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
HDFC Balanced Advantage Fund 63.5 1.6 43247
Franklin India Dynamic Asset Allocation Fund of Funds 53.0 1.0 1152
Axis Retirement Savings Fund Dynamic Plan 46.3 2.3 300
Edelweiss Balanced Advantage Fund 35.3 1.8 5845
ICICI Prudential Asset Allocator (FOF) Fund 31.9 1.4 13394
Nippon India Balanced Advantage Fund 31.3 2.2 4799
Aditya Birla Sun Life Balanced Advantage Fund 30.2 1.9 5485
ITI Balanced Advantage Fund 29.0 2.6 235
Baroda Dynamic Equity Fund 28.9 2.3 1485
Tata Balanced Advantage Fund 28.2 2.0 3610

Arbitrage Hybrid Mutual Funds

NAME 1Y% ER% AUM
Kotak Equity Arbitrage Fund 3.9 1.0 25000
SBI Arbitrage Opportunities Fund 3.9 0.9 4683
Tata Arbitrage Fund 3.9 1.1 11972
Aditya Birla Sun Life Arbitrage Fund 3.8 1.0 8675
UTI Arbitrage Fund 3.8 0.9 6184
BNP Paribas Arbitrage Fund 3.8 1.1 713
L&T Arbitrage Opportunities Fund 3.8 1.0 5572
ICICI Prudential Equity Arbitrage Fund 3.7 0.9 15346
Nippon India Arbitrage Fund 3.7 1.0 12451
Edelweiss Arbitrage Fund 3.7 1.1 6206

Equity Savings Hybrid Mutual Funds

NAME 1Y% ER% AUM
Principal Equity Savings Fund 31.1 2.4 101
HDFC Equity Savings Fund 30.9 2.1 2469
Mahindra Manulife Equity Savings Dhan Sanchay Yojana 29.6 2.5 301
Franklin India Equity Savings Fund 26.4 2.2 124
Mirae Asset Equity Savings Fund 25.3 1.4 372
UTI Equity Savings Fund 25.2 1.5 252
L&T Equity Savings Fund 25.0 1.6 73
Axis Equity Saver Fund 24.8 2.3 981
Aditya Birla Sun Life Equity Savings Fund 23.9 2.5 530
SBI Equity Savings Fund 23.9 1.2 1816

Multi Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
ICICI Prudential Multi Asset Fund 66.5 1.8 12405
Quant Multi Asset Fund 66.4 2.3 117
Axis Triple Advantage Fund 44.0 2.2 1435
Aditya Birla Sun Life Financial Planning FoF Aggressive Plan 40.8 1.1 165
HSBC Managed Solutions India Moderate 39.2 1.9 72
Tata Multi Asset Opportunities Fund 38.6 2.4 1060
Navi 3 in 1 Fund 37.5 2.4 18
Franklin India Multi Asset Solution Fund 35.9 1.3 51
HDFC Dynamic PE Ratio FoF 35.7 1.0 29
Aditya Birla Sun Life Asset Allocator FoF Scheme 34.3 1.6 42

Balanced Hybrid Mutual Funds

NAME 1Y% ER% AUM
Franklin India Life Stage FoF 30s 52.1 1.4 6
Kotak Asset Allocator Fund 40.2 1.1 460
UTI Retirement Benefit Pension Fund 31.3 1.7 3620
UTI Children’s Career FundSavings Plan 27.3 1.8 4253
IDFC Asset Allocation Fund Moderate Plan 23.7 1.0 18
Franklin India Pension Fund 20.3 2.3 462

Avg/Max/Min 1 Year Returns (%)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 48.3 125.0 27.5
Conservative Hybrid Mutual Funds 16.2 39.2 2.6
Dynamic Asset Allocation Hybrid Mutual Funds 28.0 63.5 14.0
Arbitrage Hybrid Mutual Funds 3.4 3.9 2.1
Equity Savings Hybrid Mutual Funds 21.7 31.1 10.0
Multi Asset Allocation Hybrid Mutual Funds 34.3 66.5 6.7
Balanced Hybrid Mutual Funds 32.5 52.1 20.3

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 2.0 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 3180 47470 10
Conservative Hybrid Mutual Funds 546 4122 9
Dynamic Asset Allocation Hybrid Mutual Funds 6164 43247 48
Arbitrage Hybrid Mutual Funds 4563 25000 7
Equity Savings Hybrid Mutual Funds 637 3986 13
Multi Asset Allocation Hybrid Mutual Funds 967 12405 14
Balanced Hybrid Mutual Funds 1470 4253 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.