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Performance Tracker

Aggressive Hybrid Fund

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These mutual funds invest in both Stocks and Debt/Bonds. However focus on stocks is higher with 65-80% of total investments in stocks and rest in bonds.
Aggressive Hybrid Fund - Returns (in %) - as on Aug 20, 2018
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 18
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
DSP BR Eq. & Bond Fund - Direct (G) Rank 4
621.76 5.0 4.9 6.4 11.0 12.6 11.5 20.5
Sundaram Equity Hybrid Fund - D (G) Not Ranked
21.24 4.4 7.5 11.1 16.8 14.5 12.9 15.5
Escorts Opportunities - Direct (G) Not Ranked
1.78 4.3 4.7 6.4 16.3 12.9 8.4 13.8
Escorts Opportunities Fund (G) Not Ranked
4.96 4.3 4.6 6.1 15.9 12.7 8.3 13.7
Sundaram Equity Hybrid Fund (G) Not Ranked
843.73 4.2 7.0 10.1 14.8 13.1 11.9 14.6
Principal Hybrid Equity Fund - D (G) Rank 1
81.88 4.6 4.2 4.6 14.7 18.7 16.2 21.4
Sponsored Advt.
Kotak Equity Hybrid - D (G) Rank 3
67.45 3.0 2.4 2.9 8.1 10.6 11.1 --
SBI Equity Hybrid Fund - D (G) Rank 2
961.72 3.9 4.5 6.1 13.3 13.1 11.5 20.9
Principal Hybrid Equity Fund (G) Rank 1
944.63 4.5 4.0 4.1 13.2 17.2 14.9 20.3
CR Equity Debt Allocation Fund - D (G) Rank 2
41.00 3.4 5.3 7.7 12.0 14.2 11.6 20.3
SBI Equity Hybrid Fund (G) Rank 2
20,013.35 3.8 4.2 5.6 12.1 11.9 10.2 19.7
CR Equity Debt Allocation Fund (G) Rank 2
1,488.53 3.3 4.9 7.0 10.5 12.7 10.3 19.3
Sponsored Advt.
ICICI Prudential Equity & Debt - D (G) Rank 2
2,169.61 5.7 4.5 2.6 9.7 13.7 13.0 21.4
DSP BR Eq. & Bond Fund - Direct (G) Rank 4
621.76 5.0 4.9 6.4 11.0 12.6 11.5 20.5
IDBI Hybrid Equity Fund - DP (G) Not Ranked
9.25 4.4 3.4 6.3 11.7 -- -- --
Shriram Hybrid Equity Fund - D (G) Not Ranked
9.94 4.1 5.5 7.4 10.8 10.7 8.3 --
Shriram Hybrid Equity Fund (G) Not Ranked
32.61 4.0 5.3 7.1 10.1 10.0 7.6 --
DSP BR Eq. & Bond Fund - Regular (G) Rank 4
6,313.25 5.0 4.6 5.9 9.7 11.3 10.4 19.5
DHFL Pramerica Hybrid Equity - D (G) Not Ranked
34.89 3.2 5.8 5.7 10.1 10.6 7.4 16.7
Reliance Equity Hybrid - Direct (G) Rank 3
517.69 5.2 4.9 5.1 10.4 15.0 13.0 21.9
Franklin India Equity Hybrid - D (G) Rank 3
158.88 4.6 4.1 6.1 9.5 10.5 10.3 20.2
ICICI Prudential Equity & Debt - D (G) Rank 2
2,169.61 5.7 4.5 2.6 9.7 13.7 13.0 21.4
L&T India Hybrid Equity Fund - D (G) Rank 3
609.97 3.6 2.3 4.5 8.6 13.4 11.2 21.4
DHFL Pramerica Hybrid Equity (G) Not Ranked
176.17 3.1 5.4 5.0 8.5 9.1 5.9 15.2
Baroda Pioneer Hybrid Equity Fund - D (G Not Ranked
11.98 4.0 2.8 5.1 8.5 12.6 10.9 17.2
ABSL Equity Hybrid '95 Fund - D (G) Rank 4
1,008.15 5.2 4.1 5.3 8.1 11.8 12.0 20.9
IDBI Hybrid Equity Fund - RP (G) Not Ranked
374.39 4.2 2.9 5.2 9.3 -- -- --
LIC MF Equity Hybrid Fund - D (G) Not Ranked
51.14 5.7 4.3 1.9 8.5 7.7 5.8 12.0
DHFL Pramerica Hybrid Equity - WP (G) Not Ranked
0.11 3.1 5.4 4.9 8.4 9.1 5.9 15.2
UTI Hybrid Equity Fund - D (G) Rank 4
254.70 5.0 4.1 3.0 8.5 12.1 10.6 17.3
Kotak Equity Hybrid - D (G) Rank 3
67.45 3.0 2.4 2.9 8.1 10.6 11.1 --
HDFC Hybrid Equity Fund - D (G) Not Ranked
3,511.21 4.4 3.5 3.5 8.3 13.6 12.3 22.7
Franklin India Equity Hybrid (G) Rank 3
1,979.68 4.5 3.8 5.4 8.1 8.9 8.7 18.8
Reliance Equity Hybrid (G) Rank 3
8,754.06 5.0 4.6 4.4 8.8 13.3 11.4 20.5
ICICI Prudential Equity & Debt (G) Rank 3
24,904.32 5.6 4.2 2.0 8.2 12.1 11.5 20.0
Tata Hybrid Equity Fund - D (G) Rank 5
504.86 3.7 3.8 4.5 7.8 8.6 7.7 19.6
Baroda Pioneer Hybrid Equity Fund (G) Not Ranked
580.54 3.9 2.5 4.4 6.8 10.9 9.5 15.7
ABSL Equity Hybrid '95 Fund (G) Rank 4
12,906.86 5.1 3.8 4.6 6.7 10.3 10.6 19.6
UTI Hybrid Equity Fund (G) Rank 3
5,189.73 4.9 3.8 2.6 7.6 11.3 9.9 16.7
L&T India Hybrid Equity Fund (G) Rank 2
8,932.00 3.5 2.0 4.0 7.4 12.2 10.0 20.1
Escorts Balanced Fund - Direct (G) Not Ranked
0.38 4.5 5.0 3.7 7.8 8.8 10.5 20.2
JM Equity Hybrid Fund - D (G) Rank 3
2,773.84 2.0 4.0 4.7 7.0 8.9 7.3 16.4
HDFC Hybrid Equity Fund (G) Not Ranked
18,494.97 4.3 3.1 2.8 7.0 12.3 11.0 21.5
Kotak Equity Hybrid (G) Rank 4
2,198.97 2.9 2.1 2.3 6.6 9.0 9.4 --
JM Equity Hybrid Fund (G) Rank 3
10.52 1.9 3.7 4.3 6.8 8.6 6.6 15.4
Escorts Balanced Fund (G) Not Ranked
2.91 4.5 4.8 3.4 7.3 8.5 10.3 19.9
LIC MF Equity Hybrid Fund (G) Not Ranked
277.47 5.6 3.9 1.0 6.7 6.2 4.6 10.9
Tata Hybrid Equity Fund (G) Rank 5
5,119.47 3.6 3.4 3.7 6.1 7.1 6.7 18.6
Kotak Balanced Advantage - Reg. (G) Not Ranked
0.00 -- -- -- -- -- -- --
Axis Equity Hybrid - RP (QD) Not Ranked
0.00 -- -- -- -- -- -- --
Kotak Balanced Advantage - Dir. (G) Not Ranked
0.00 -- -- -- -- -- -- --
Axis Equity Hybrid - DP (QD) Not Ranked
0.00 -- -- -- -- -- -- --
MMF Bal Vikas Yojana - DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Axis Equity Hybrid - RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
MMF Bal Vikas Yojana - RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Axis Equity Hybrid - DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 3.2 2.8 3.2 8.0 10.1 8.2 14.6

Note : Returns have been calculated based on NAV's as on Aug 20, 2018 & Index values as on Aug 20, 2018

As per AMFI guidelines, effective from quarter ending December 31, 2010, fund houses have stopped publishing the Assets Under Management (AUM) on a monthly basis. This data is published every quarter.

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