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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 Mar 25, 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 4
505.92 4.7 5.0 4.8 6.6 8.0 13.2 16.2
Sundaram Equity Hybrid Fund - D (G) Not Ranked
32.76 5.0 4.5 2.8 10.6 11.5 15.0 12.3
CR Equity Hybrid Fund - DP - (G) Rank 2
41.99 3.6 5.0 4.8 10.4 11.2 14.6 16.3
SBI Equity Hybrid Fund - D (G) Rank 2
1,202.68 5.3 3.9 4.4 9.6 12.4 13.4 16.5
Sundaram Equity Hybrid Fund (G) Rank 2
1,254.67 4.9 4.2 2.1 9.0 9.9 13.7 11.3
CR Equity Hybrid Fund - RP - (G) Rank 2
1,725.17 3.5 4.7 4.1 9.0 9.7 13.2 15.2
Sponsored Advt.
Kotak Equity Hybrid - D (G) Rank 5
43.71 4.7 4.1 3.1 3.4 5.8 11.7 --
SBI Equity Hybrid Fund (G) Rank 2
26,325.61 5.2 3.7 4.0 8.6 11.3 12.2 15.3
Quant Absolute Fund - Direct (G) Not Ranked
0.34 5.4 2.7 2.3 7.8 9.3 10.2 14.6
Franklin India Equity Hybrid - D (G) Rank 3
157.31 4.8 3.9 2.7 8.0 9.0 11.4 15.7
JM Equity Hybrid Fund - D (G) Rank 3
0.17 1.8 2.7 2.1 7.5 7.1 9.2 11.1
Quant Absolute Fund (G) Not Ranked
2.43 5.4 2.6 2.0 7.1 8.8 9.9 14.3
Sponsored Advt.
ICICI Prudential Equity & Debt - D (G) Rank 3
2,375.28 5.3 4.7 2.4 7.6 9.3 15.3 16.6
LIC MF Equity Hybrid Fund - D (G) Rank 3
64.68 3.4 3.3 3.6 7.5 6.2 10.2 9.5
Shriram Hybrid Equity Fund - D (G) Rank 2
10.01 4.9 3.3 2.0 7.4 9.0 11.0 10.5
ICICI Prudential Equity & Debt - D (G) Rank 3
2,375.28 5.3 4.7 2.4 7.6 9.3 15.3 16.6
HDFC Hybrid Equity Fund - D (G) Not Ranked
3,415.29 5.0 5.1 5.8 7.3 9.9 14.4 17.2
Franklin India Equity Hybrid (G) Rank 3
1,761.81 3.8 3.8 2.5 7.0 7.0 9.7 14.0
JM Equity Hybrid Fund (G) Rank 3
9.90 1.7 2.5 1.6 6.5 6.6 8.6 10.3
DSP Equity & Bond Fund - Direct (G) Rank 4
505.92 4.7 5.0 4.8 6.6 8.0 13.2 16.2
Shriram Hybrid Equity Fund (G) Rank 2
45.02 4.7 2.8 1.3 6.3 8.1 10.1 9.7
Principal Hybrid Equity Fund - D (G) Rank 1
169.78 3.5 3.2 1.7 6.1 12.4 17.4 16.3
ICICI Prudential Equity & Debt (G) Rank 3
23,892.75 5.2 4.4 1.9 6.4 8.0 13.8 15.2
LIC MF Equity Hybrid Fund (G) Rank 3
262.21 3.3 3.1 3.1 6.1 4.7 8.8 8.4
Tata Hybrid Equity Fund - D (G) Rank 5
471.51 5.3 2.6 2.6 5.9 6.8 10.0 14.9
HDFC Hybrid Equity Fund (G) Not Ranked
18,028.47 5.0 4.9 5.3 6.1 8.7 13.1 16.0
DSP Equity & Bond Fund - Regular (G) Rank 4
5,840.95 4.6 4.8 4.3 5.5 6.8 12.0 15.1
Principal Hybrid Equity Fund (G) Rank 1
1,448.93 4.5 2.9 0.7 5.1 12.2 16.5 15.5
DHFL Pramerica Hybrid Equity - D (G) Not Ranked
13.85 3.3 4.3 1.0 4.5 5.3 9.5 11.7
Tata Hybrid Equity Fund (G) Rank 5
4,259.92 5.2 2.3 1.9 4.3 5.3 8.7 13.9
ABSL Equity Hybrid '95 Fund - D (G) Rank 3
1,098.40 3.8 3.1 2.3 4.1 6.6 12.0 15.4
Quant Mid Cap Fund - Direct (G) Not Ranked
0.12 6.0 0.3 -1.1 3.2 8.9 8.0 10.9
Kotak Equity Hybrid - D (G) Rank 5
43.71 4.7 4.1 3.1 3.4 5.8 11.7 --
DHFL Pramerica Hybrid Equity (G) Not Ranked
166.71 3.2 4.0 0.3 3.1 3.8 8.0 10.3
ABSL Equity Hybrid '95 Fund (G) Rank 3
12,488.72 3.8 2.9 1.8 3.0 5.3 10.7 14.1
DHFL Pramerica Hybrid Equity - WP (G) Not Ranked
0.07 3.2 4.0 0.2 3.0 3.7 7.9 10.2
Quant Mid Cap Fund (G) Not Ranked
11.83 6.0 0.1 -1.3 2.6 8.6 7.8 10.7
Reliance Equity Hybrid - Direct (G) Rank 4
636.65 5.7 3.5 -1.0 2.9 9.0 13.1 16.1
Baroda Pioneer Hybrid Equity Fund - D (G Rank 4
14.94 2.9 3.5 1.2 2.8 7.0 11.9 12.0
UTI Hybrid Equity Fund - D (G) Rank 4
271.67 5.3 3.2 -0.3 2.5 6.9 12.1 12.6
Kotak Equity Hybrid (G) Rank 5
1,621.11 4.6 3.8 2.5 2.1 4.4 10.1 --
L&T India Hybrid Equity Fund - D (G) Rank 3
685.49 3.6 1.3 -- 2.2 6.9 11.2 15.7
UTI Hybrid Equity Fund (G) Rank 4
5,735.71 5.2 3.1 -0.6 1.8 6.1 11.4 12.0
Reliance Equity Hybrid (G) Rank 4
9,844.32 5.6 3.3 -1.5 1.7 7.5 11.5 14.7
Baroda Pioneer Hybrid Equity Fund (G) Rank 4
673.63 2.8 3.2 0.6 1.5 5.4 10.4 10.6
L&T India Hybrid Equity Fund (G) Rank 3
9,337.91 3.5 1.0 -0.5 1.1 5.8 10.1 14.5
IDBI Hybrid Equity Fund - DP (G) Not Ranked
7.73 3.1 0.3 -0.7 -0.1 4.2 -- --
IDBI Hybrid Equity Fund - RP (G) Not Ranked
334.73 2.9 -0.1 -1.5 -2.0 2.2 -- --
Axis Equity Hybrid - RP (G) Not Ranked
9.52 2.5 2.2 2.6 -- -- -- --
Axis Equity Hybrid - DP (QD) Not Ranked
0.33 2.7 2.7 3.4 -- -- -- --
Axis Equity Hybrid - RP (QD) Not Ranked
2,137.68 2.5 2.2 2.6 -- -- -- --
MO Equity Hybrid Fund - Reg. (G) Rank 3
222.10 3.0 2.2 2.9 -- -- -- --
MMF Bal Vikas Yojana - DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
MMF Bal Vikas Yojana - RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Kotak Balanced Advantage - Dir. (G) Not Ranked
47.33 2.4 3.7 4.5 -- -- -- --
Kotak Balanced Advantage - Reg. (G) Not Ranked
1,975.78 2.3 3.5 3.9 -- -- -- --
Axis Equity Hybrid - DP (G) Not Ranked
12.11 2.7 2.7 3.4 -- -- -- --
HSBC Equity Hybrid Fund - Regular (G) Not Ranked
0.00 3.3 3.8 -- -- -- -- --
HSBC Equity Hybrid Fund - Direct (G) Not Ranked
0.00 3.4 4.2 -- -- -- -- --
CATEGORY AVERAGE 5.1 3.2 1.9 5.2 8.1 11.7 13.7

Note : Returns have been calculated based on NAV's as on Mar 25, 2019 & Index values as on Mar 25, 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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