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Performance Tracker

Aggressive Hybrid Fund

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 Sep 24, 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 Equity & Bond Fund - Direct (G) Rank 4
621.76 -7.3 -2.1 1.2 1.3 6.7 11.0 17.8
Sundaram Equity Hybrid Fund - D (G) Not Ranked
21.24 -4.3 1.2 7.2 11.0 10.9 12.6 13.3
Sundaram Equity Hybrid Fund (G) Not Ranked
843.73 -4.5 0.7 6.2 9.0 9.5 11.5 12.4
Escorts Opportunities - Direct (G) Not Ranked
1.78 -5.3 -0.4 3.2 8.7 10.4 8.6 12.3
Escorts Opportunities Fund (G) Not Ranked
4.96 -5.3 -0.5 2.9 8.3 10.2 8.5 12.2
ICICI Prudential Equity & Debt - D (G) Rank 2
2,169.61 -1.1 2.9 4.6 8.1 11.3 14.3 19.7
Sponsored Advt.
Kotak Equity Hybrid - D (G) Rank 3
67.45 -4.9 -2.1 -- 2.2 6.6 10.7 --
Principal Hybrid Equity Fund - D (G) Rank 1
81.88 -3.9 0.1 3.9 7.2 14.3 16.5 19.2
ICICI Prudential Equity & Debt (G) Rank 3
24,904.32 -1.2 2.6 4.0 6.7 9.8 12.8 18.3
SBI Equity Hybrid Fund - D (G) Rank 2
961.72 -3.9 -0.6 4.0 6.3 9.6 11.3 18.7
CR Equity Hybrid Fund - DP - (G) Rank 2
41.00 -4.6 0.3 4.7 6.0 9.9 11.7 18.1
Principal Hybrid Equity Fund (G) Rank 1
944.63 -3.9 -0.1 3.4 5.8 12.9 15.2 18.1
Sponsored Advt.
ICICI Prudential Equity & Debt - D (G) Rank 2
2,169.61 -1.1 2.9 4.6 8.1 11.3 14.3 19.7
Shriram Hybrid Equity Fund - D (G) Not Ranked
9.94 -3.9 0.5 4.8 5.4 7.6 8.5 --
SBI Equity Hybrid Fund (G) Rank 2
20,013.35 -4.0 -0.9 3.5 5.2 8.4 10.1 17.6
LIC MF Equity Hybrid Fund - D (G) Not Ranked
51.14 -3.3 1.2 3.0 5.0 5.3 7.1 10.1
Franklin India Equity Hybrid - D (G) Rank 3
158.88 -3.3 -0.4 4.6 4.8 7.9 10.2 17.7
Shriram Hybrid Equity Fund (G) Not Ranked
32.61 -4.0 0.4 4.5 4.7 6.9 7.8 --
CR Equity Hybrid Fund - RP - (G) Rank 2
1,488.53 -4.7 -- 4.0 4.6 8.5 10.4 17.1
JM Equity Hybrid Fund - D (G) Rank 3
2,773.84 -1.6 1.3 5.0 4.3 7.4 8.3 14.2
DHFL Pramerica Hybrid Equity - D (G) Not Ranked
34.89 -4.5 -0.2 2.9 4.2 6.7 7.7 13.8
JM Equity Hybrid Fund (G) Rank 3
10.52 -1.7 1.0 4.5 4.1 7.0 7.6 13.3
Reliance Equity Hybrid - Direct (G) Rank 3
517.69 -4.0 -0.6 3.0 3.8 11.1 12.7 19.6
Franklin India Equity Hybrid (G) Rank 3
1,979.68 -3.4 -0.7 4.0 3.4 6.3 8.7 16.4
LIC MF Equity Hybrid Fund (G) Not Ranked
277.47 -3.4 0.9 2.2 3.2 3.8 5.8 9.1
HDFC Hybrid Equity Fund - D (G) Not Ranked
3,511.21 -4.5 -1.0 1.0 3.1 9.6 11.9 20.3
UTI Hybrid Equity Fund - D (G) Rank 4
254.70 -3.8 -1.0 2.1 3.0 8.4 10.5 15.2
DHFL Pramerica Hybrid Equity (G) Not Ranked
176.17 -4.6 -0.6 2.2 2.7 5.2 6.2 12.4
DHFL Pramerica Hybrid Equity - WP (G) Not Ranked
0.11 -4.6 -0.6 2.1 2.6 5.2 6.2 12.4
Reliance Equity Hybrid (G) Rank 3
8,754.06 -4.1 -0.9 2.3 2.3 9.5 11.1 18.2
Escorts Balanced Fund - Direct (G) Not Ranked
0.38 -4.0 0.7 4.1 2.2 6.3 10.1 18.3
Tata Hybrid Equity Fund - D (G) Rank 5
504.86 -4.6 -1.2 2.7 2.2 5.2 7.5 16.8
Kotak Equity Hybrid - D (G) Rank 3
67.45 -4.9 -2.1 -- 2.2 6.6 10.7 --
UTI Hybrid Equity Fund (G) Rank 3
5,189.73 -3.9 -1.2 1.7 2.1 7.6 9.8 14.6
L&T India Hybrid Equity Fund - D (G) Rank 3
609.97 -4.3 -1.6 2.0 2.0 9.7 10.8 19.1
HDFC Hybrid Equity Fund (G) Not Ranked
18,494.97 -4.6 -1.3 0.4 1.8 8.3 10.6 19.2
Escorts Balanced Fund (G) Not Ranked
2.91 -4.1 0.6 3.7 1.7 6.1 9.9 18.0
DSP Equity & Bond Fund - Direct (G) Rank 4
621.76 -7.3 -2.1 1.2 1.3 6.7 11.0 17.8
IDBI Hybrid Equity Fund - DP (G) Not Ranked
9.25 -7.2 -3.5 0.8 1.2 -- -- --
Baroda Pioneer Hybrid Equity Fund - D (G Not Ranked
11.98 -6.0 -2.1 1.2 1.0 8.4 10.1 14.2
L&T India Hybrid Equity Fund (G) Rank 2
8,932.00 -4.4 -1.9 1.4 0.9 8.5 9.6 17.9
Kotak Equity Hybrid (G) Rank 4
2,198.97 -5.0 -2.4 -0.7 0.8 5.0 9.0 --
Tata Hybrid Equity Fund (G) Rank 5
5,119.47 -4.7 -1.6 1.9 0.6 3.8 6.5 15.8
ABSL Equity Hybrid '95 Fund - D (G) Rank 4
1,008.15 -5.8 -2.0 1.3 0.3 7.4 11.1 18.0
DSP Equity & Bond Fund - Regular (G) Rank 4
6,313.25 -7.4 -2.3 0.7 0.2 5.5 9.9 16.8
Baroda Pioneer Hybrid Equity Fund (G) Not Ranked
580.54 -6.1 -2.4 0.5 -0.5 6.8 8.7 12.8
ABSL Equity Hybrid '95 Fund (G) Rank 4
12,906.86 -5.9 -2.3 0.7 -0.9 6.0 9.7 16.6
IDBI Hybrid Equity Fund - RP (G) Not Ranked
374.39 -7.4 -4.0 -0.3 -1.1 -- -- --
Axis Equity Hybrid - RP (G) Not Ranked
0.00 -4.0 -- -- -- -- -- --
Axis Equity Hybrid - DP (QD) Not Ranked
0.00 -3.8 -- -- -- -- -- --
MMF Bal Vikas Yojana - DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Axis Equity Hybrid - DP (G) Not Ranked
0.00 -3.8 -- -- -- -- -- --
Kotak Balanced Advantage - Reg. (G) Not Ranked
0.00 -1.7 -- -- -- -- -- --
Kotak Balanced Advantage - Dir. (G) Not Ranked
0.00 -1.6 -- -- -- -- -- --
MMF Bal Vikas Yojana - RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Axis Equity Hybrid - RP (QD) Not Ranked
0.00 -4.0 -- -- -- -- -- --
CATEGORY AVERAGE -4.4 -0.6 2.3 2.8 6.3 8.0 12.1

Note : Returns have been calculated based on NAV's as on Sep 24, 2018 & Index values as on Sep 24, 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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