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.
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
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
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
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
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
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
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
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
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
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
1Y% = 1 Year Returns (%)
ER% = Expense Ratio (%)
AUM = Net Assets (Cr)
AVG = Category Average
MAX = Category Maximum
MIN = Category Minimum
What Is A Good Expense Ratio For A Mutual Fund
Mutual Funds Types – 19 Equity, 24 Debt, 12 Hybrid
How To Compare And Invest In Best Mutual Funds
Exchange Traded Funds ETF vs 14 Best Investments
40 Different Types Of Arbitrage Trading Strategies
4 Biggest Stock Market Bubble, Crash And Collapse
Assets – Fixed, Current, Intangible, Tangible, Liquid
Business Acquisition – 25 Strategies And 16 Types
Financial Accounting – Statements, Types, Principles
Amortization – Loan, Mortgage – Interest, Principal
19 Types Of Annuities For Fixed Retirement Income
12 Types Of Actuaries And Their Role Description
7 Types Of Insurance Policies And Their Coverage
33 Best Financial Websites And Business Magazines
Your Financial Knowledge Is Your Best Investment
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.