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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 Jan 15, 2019
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 18
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
DSP Equity & Bond Fund - Direct (G) Rank 5
505.92 0.1 3.9 -2.0 -5.4 8.9 12.1 15.9
Sundaram Equity Hybrid Fund - D (G) Not Ranked
32.76 0.9 4.0 0.9 3.7 12.5 14.8 11.9
CR Equity Hybrid Fund - DP - (G) Rank 2
41.99 0.8 4.5 0.6 1.9 12.5 13.2 16.3
Sundaram Equity Hybrid Fund (G) Rank 1
1,254.67 0.8 3.7 0.1 2.0 10.9 13.6 10.9
JM Equity Hybrid Fund - D (G) Rank 3
0.17 0.3 1.7 0.8 1.0 9.1 9.6 11.8
Shriram Hybrid Equity Fund - D (G) Rank 3
10.01 0.1 3.8 0.1 1.1 10.9 10.6 10.3
Sponsored Advt.
Kotak Equity Hybrid - D (G) Rank 4
43.71 0.4 4.1 -2.1 -6.3 7.1 12.0 --
CR Equity Hybrid Fund - RP - (G) Rank 2
1,725.17 0.7 4.2 -- 0.6 11.0 11.8 15.2
JM Equity Hybrid Fund (G) Rank 2
9.90 0.2 1.5 0.3 0.2 8.6 9.0 10.9
Shriram Hybrid Equity Fund (G) Rank 3
45.02 -0.1 3.5 -0.4 0.3 10.1 9.8 9.6
SBI Equity Hybrid Fund - D (G) Rank 3
1,202.68 0.6 5.1 1.7 -0.3 12.9 12.5 16.4
Franklin India Equity Hybrid - D (G) Rank 2
157.31 0.7 3.2 0.3 -1.2 9.2 11.3 15.8
Sponsored Advt.
ICICI Prudential Equity & Debt - D (G) Rank 2
2,375.28 1.7 3.6 4.4 -1.4 10.6 15.3 17.1
SBI Equity Hybrid Fund (G) Rank 3
26,325.61 0.5 4.9 1.3 -1.3 11.7 11.2 15.3
ICICI Prudential Equity & Debt - D (G) Rank 2
2,375.28 1.7 3.6 4.4 -1.4 10.6 15.3 17.1
Quant Mid Cap Fund - Direct (G) Not Ranked
0.12 1.4 5.3 0.1 -2.3 13.2 9.5 11.6
HDFC Hybrid Equity Fund - D (G) Not Ranked
3,415.29 1.4 5.0 2.0 -2.5 11.3 14.3 17.5
Quant Mid Cap Fund (G) Not Ranked
11.83 1.3 5.2 -0.1 -2.8 12.9 9.3 11.4
Quant Absolute Fund - Direct (G) Not Ranked
0.34 2.5 6.9 3.3 -2.7 10.2 11.0 15.8
Franklin India Equity Hybrid (G) Rank 3
1,761.81 0.6 2.9 -0.3 -2.4 7.7 9.8 14.4
ICICI Prudential Equity & Debt (G) Rank 2
23,892.75 1.6 3.4 3.8 -2.6 9.2 13.8 15.7
Tata Hybrid Equity Fund - D (G) Rank 5
471.51 -0.1 4.5 -- -2.8 7.8 9.7 15.0
Quant Absolute Fund (G) Not Ranked
2.43 2.5 6.8 3.0 -3.4 9.8 10.8 15.6
Principal Hybrid Equity Fund - D (G) Rank 1
169.78 0.7 3.2 1.1 -3.2 15.5 17.5 16.7
HDFC Hybrid Equity Fund (G) Not Ranked
18,028.47 1.3 4.7 1.5 -3.7 10.0 13.0 16.3
DHFL Pramerica Hybrid Equity - D (G) Not Ranked
13.85 0.7 1.2 -3.4 -3.6 7.4 9.0 11.9
Principal Hybrid Equity Fund (G) Rank 1
1,448.93 0.6 2.9 0.6 -4.2 14.1 16.2 15.6
ABSL Equity Hybrid '95 Fund - D (G) Rank 4
1,098.40 0.7 3.2 -0.9 -4.7 8.9 12.0 16.1
LIC MF Equity Hybrid Fund - D (G) Rank 4
64.68 0.9 6.6 5.2 -3.8 7.5 10.6 9.6
Tata Hybrid Equity Fund (G) Rank 5
4,259.92 -0.2 4.2 -0.8 -4.3 6.2 8.4 14.0
DHFL Pramerica Hybrid Equity (G) Not Ranked
166.71 0.6 0.9 -4.0 -4.9 5.9 7.5 10.5
DHFL Pramerica Hybrid Equity - WP (G) Not Ranked
0.07 0.6 0.9 -4.1 -5.0 5.9 7.5 10.5
Reliance Equity Hybrid - Direct (G) Rank 3
636.65 0.9 1.9 -1.6 -5.3 11.3 12.3 16.3
ABSL Equity Hybrid '95 Fund (G) Rank 4
12,488.72 0.6 3.0 -1.4 -5.8 7.5 10.6 14.8
L&T India Hybrid Equity Fund - D (G) Rank 3
685.49 -0.4 2.5 -3.4 -5.8 9.7 11.0 16.3
DSP Equity & Bond Fund - Direct (G) Rank 5
505.92 0.1 3.9 -2.0 -5.4 8.9 12.1 15.9
LIC MF Equity Hybrid Fund (G) Rank 5
262.21 0.8 6.3 4.6 -5.3 5.9 9.3 8.5
IDBI Hybrid Equity Fund - DP (G) Not Ranked
7.73 -0.2 2.7 -5.3 -5.7 7.1 -- --
UTI Hybrid Equity Fund - D (G) Rank 4
271.67 1.3 3.1 -- -6.3 8.9 11.9 12.8
Baroda Pioneer Hybrid Equity Fund - D (G Rank 3
14.94 1.0 3.1 -2.4 -6.8 9.4 11.4 12.3
Reliance Equity Hybrid (G) Rank 3
9,844.32 0.8 1.6 -2.2 -6.5 9.8 10.7 15.0
Kotak Equity Hybrid - D (G) Rank 4
43.71 0.4 4.1 -2.1 -6.3 7.1 12.0 --
L&T India Hybrid Equity Fund (G) Rank 3
9,337.91 -0.5 2.2 -3.9 -6.8 8.6 9.8 15.1
DSP Equity & Bond Fund - Regular (G) Rank 4
5,840.95 -- 3.6 -2.5 -6.4 7.7 10.9 14.9
UTI Hybrid Equity Fund (G) Rank 3
5,735.71 1.3 2.9 -0.4 -7.1 8.1 11.1 12.2
Kotak Equity Hybrid (G) Rank 4
1,621.11 0.3 3.8 -2.6 -7.5 5.6 10.3 --
Baroda Pioneer Hybrid Equity Fund (G) Rank 4
673.63 0.9 2.8 -3.0 -8.2 7.8 9.9 10.9
IDBI Hybrid Equity Fund - RP (G) Not Ranked
334.73 -0.4 2.3 -6.2 -7.7 5.0 -- --
Axis Equity Hybrid - RP (QD) Not Ranked
2,137.68 -0.8 3.2 -- -- -- -- --
Axis Equity Hybrid - DP (QD) Not Ranked
0.33 -0.8 3.6 -- -- -- -- --
Axis Equity Hybrid - RP (G) Not Ranked
9.52 -0.8 3.2 -- -- -- -- --
Kotak Balanced Advantage - Reg. (G) Not Ranked
1,975.78 0.5 2.8 -- -- -- -- --
Kotak Balanced Advantage - Dir. (G) Not Ranked
47.33 0.6 3.1 -- -- -- -- --
Axis Equity Hybrid - DP (G) Not Ranked
12.11 -0.8 3.6 -- -- -- -- --
MMF Bal Vikas Yojana - RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
MO Equity Hybrid Fund - Reg. (G) Rank 3
222.10 -0.9 3.8 -- -- -- -- --
MMF Bal Vikas Yojana - DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE -0.1 3.3 -1.0 -3.9 9.0 10.6 13.8

Note : Returns have been calculated based on NAV's as on Jan 15, 2019 & Index values as on Jan 15, 2019

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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