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

Best Performing Hybrid Mutual Funds (Updated On 24 Oct 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
BOI AXA Mid & Small Cap Equity & Debt Fund 18.7 2.6 333
JM Equity Hybrid Fund 17.8 2.1 7
Quant Absolute Fund 15.2 2.5 4
Canara Robeco Equity Hybrid Fund 10.2 2.0 3438
HSBC Equity Hybrid Fund 7.6 2.5 467
HDFC Children’s Gift Fund 7.5 2.1 3387
Mirae Asset Hybrid Equity Fund 6.7 1.9 3735
Kotak Equity Hybrid Fund 6.7 2.2 1197
Tata Retirement Savings Fund Moderate Plan 6.2 2.2 1182
HDFC Retirement Savings Fund Hybrid Equity Plan 5.9 2.5 441

Conservative Hybrid Mutual Funds

NAME 1Y% ER% AUM
Kotak Asset Allocator Fund 16.2 1.1 66
Canara Robeco Conservative Hybrid Fund 10.8 1.9 274
Baroda Conservative Hybrid Fund 10.7 2.1 26
BOI AXA Conservative Hybrid Fund 9.9 2.3 85
ICICI Prudential Retirement Fund Hybrid Conservative Plan 9.8 2.0 51
Kotak Debt Hybrid Fund 9.6 2.3 274
Axis Regular Saver Fund 9.1 2.3 168
ICICI Prudential Regular Savings Fund 9.1 1.9 2115
Tata Retirement Savings Fund Conservative Plan 8.3 2.2 147
LIC MF Debt Hybrid Fund 8.2 2.3 79

Arbitrage Hybrid Mutual Funds

NAME 1Y% ER% AUM
Tata Arbitrage Fund 5.2 1.1 2093
L&T Arbitrage Opportunities Fund 5.1 0.9 1417
BNP Paribas Arbitrage Fund 4.8 1.0 572
Union Arbitrage Fund 4.8 1.0 89
Edelweiss Arbitrage Fund 4.8 1.1 3316
UTI Arbitrage Fund 4.6 0.9 3105
Kotak Equity Arbitrage Fund 4.6 1.0 15111
Invesco India Arbitrage Fund 4.5 1.0 470
ICICI Prudential Equity Arbitrage Fund 4.5 1.0 9277
Nippon India Arbitrage Fund 4.5 1.0 7168

Dynamic Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
Baroda Dynamic Equity Fund 18.8 2.4 672
Union Balanced Advantage Fund 14.2 2.6 500
Edelweiss Balanced Advantage Fund 12.6 2.1 1585
Aditya Birla Sun Life Asset Allocator MultiManager FoF Scheme 12.5 1.3 7
L&T Balanced Advantage Fund 10.3 2.4 764
Kotak Balanced Advantage Fund 9.4 2.1 4528
IDFC Dynamic Equity Fund 9.1 2.3 1018
Tata Balanced Advantage Fund 9.0 2.3 1123
UTI Unit Linked Insurance Plan 7.7 1.8 4496
Shriram Balanced Advantage Fund 7.3 2.6 40

Equity Savings Hybrid Mutual Funds

NAME 1Y% ER% AUM
Mirae Asset Equity Savings Fund 10.2 1.5 111
Baroda Equity Savings Fund 10.0 2.5 388
Edelweiss Equity Savings Fund 8.1 1.7 75
Principal Equity Savings Fund 7.5 2.6 44
Union Equity Savings Fund 7.2 2.0 173
Mahindra Manulife Equity Savings Dhan Sanchay Yojana 7.0 2.5 197
Kotak Equity Savings Fund 6.8 2.2 1351
IDFC Equity Savings Fund 6.5 2.5 50
L&T Equity Savings Fund 5.4 1.6 76
Invesco India Equity Savings Fund 5.3 2.4 130

Multi Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
Quant Multi Asset Fund 18.8 2.5 10
HDFC Multi Asset Fund 12.3 2.5 315
Quantum Multi Asset Fund of Funds 10.4 0.5 23
Aditya Birla Sun Life Financial Planning FoF Conservative Plan 9.6 0.8 10
Aditya Birla Sun Life Financial Planning FoF Moderate Plan 9.5 1.0 20
Aditya Birla Sun Life Financial Planning FoF Aggressive Plan 8.7 1.0 127
UTI Multi Asset Fund 8.2 2.6 663
SBI Multi Asset Allocation Fund 7.5 1.9 262
HDFC Dynamic PE Ratio Fund of Funds 6.9 1.0 17
HSBC Managed Solutions India Moderate 6.4 1.9 71

Balanced Hybrid Mutual Funds

NAME 1Y% ER% AUM
UTI Retirement Benefit Pension Fund 7.2 1.9 2868
UTI Children’s Career FundSavings Plan 6.4 1.8 3536
Tata Young Citizens Fund 5.8 2.5 182
ICICI Prudential Asset Allocator (FOF) Fund 5.4 1.3 7964
Franklin India Pension Fund 4.7 2.3 419
Principal Retirement Savings Fund Moderate Plan 4.4 2.3 1
Axis Children’s Gift 3.3 2.5 467
LIC MF Children’s Gift Fund 2.1 2.4 12
ICICI Prudential Passive Strategy Fund (FOF) -3.0 0.4 74
Franklin India Life Stage Fund of Funds 30s -9.8 1.4 5

Avg/Max/Min 1 Year Returns (%)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 3.8 18.7 -13.8
Conservative Hybrid Mutual Funds 5.2 16.2 -22.0
Arbitrage Hybrid Mutual Funds 4.0 5.2 0.5
Dynamic Asset Allocation Hybrid Mutual Funds 6.2 18.8 -14.6
Equity Savings Hybrid Mutual Funds 4.5 10.2 -10.8
Multi Asset Allocation Hybrid Mutual Funds 6.4 18.8 -17.7
Balanced Hybrid Mutual Funds 2.7 7.2 -9.8

Avg/Max/Min Expense Ratio (%)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 2.2 2.6 1.3
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 2.2 2.6 1.3
Equity Savings Hybrid Mutual Funds 2.1 2.6 1.5
Multi Asset Allocation Hybrid Mutual Funds 1.8 2.6 0.5
Balanced Hybrid Mutual Funds 1.9 2.5 0.4

Avg/Max/Min Net Assets (Cr)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 2686 31226 2
Conservative Hybrid Mutual Funds 312 2331 1
Arbitrage Hybrid Mutual Funds 2471 15111 0
Dynamic Asset Allocation Hybrid Mutual Funds 3524 34659 7
Equity Savings Hybrid Mutual Funds 449 2801 11
Multi Asset Allocation Hybrid Mutual Funds 767 10161 10
Balanced Hybrid Mutual Funds 1553 7964 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.