Top 10 Aggressive Hybrid Funds in India, this is the topic of discussion here. In this Article, We will discuss in detail about Best Aggressive Hybrid Funds of 2024.
Along with it, we will analyze in-depth performance of these list of Aggressive Hybrid Funds.
What are Aggressive Hybrid Funds?
Aggressive Hybrid Funds are equity oriented fund schemes whose main purpose is to accumulate a large amount of wealth and generate a regular income for a longer duration.
It exposes both the equity and debt securities as per the investment objectives of the given scheme.
There is a high option available for autonomy and choice of investment options in the aggressive hybrid fund.
It also enjoys the advantage arising due to flexibility in arbitrage opportunities which are made available in the market.
In the total fund assets, there is a variation of 40% to 60% investment in the equity and equity related instruments.
These funds are perceived as a higher risk yet higher return investment. The fund manager invests primarily in the equity market and a small portion of the money and debt market instruments.
These funds are best suitable for investment for those investors who have a moderate risk appetite and have a horizon of medium-term investment from five to seven years.
It has been advisable to analyze various aspects such as qualitative and quantitative aspects of the fund.
These funds are favorable for those people who wants to earn high with high return in longer duration.
There are various steps to invest in the aggressive hybrid funds. These are:
- Sign-In on the respective website of investment plan
- Enter the personal details which include the amount and period of investment
- Get access to generated KYC
- Invest in the provided aggressive funds from the given mutual funds
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Top 10 Aggressive Hybrid Funds in India
The best performing aggressive hybrid funds are shown in below table:
| Rank | Name of the Fund | 1 Yr. Return | 3 Yr. Return |
| 1 | Principal Hybrid Equity Fund Direct-Growth | 0.45% | 15.28% |
| 2 | Mirae Asset Hybrid Equity Direct-G | 4.43% | 14.45% |
| 3 | Tata Retirement Savings Moderate Direct-G | -0.11% | 13.84% |
| 4 | ICICI Pru Equity & Debt-G | 0.78% | 12.13% |
| 5 | Sundaram Equity Hybrid Direct-G | 6.83% | 12.10% |
| 6 | HDFC Hybrid Equity Direct-G | -0.36% | 11.86% |
| 7 | Reliance Equity Hybrid Direct-G | -1.26% | 11.07% |
| 8 | Canara Robeco Equity Hybrid Direct-G | 4.66% | 11.06% |
| 9 | ICICI Pru Child Care Gift Direct | 5.09% | 11.03% |
| 10 | DSP Equity & Bond Direct-Growth | -1.41% | 10.05% |
Details of Best Aggressive Hybrid Funds of 2024
Here is the detailed analysis of Top 10 Aggressive Hybrid Funds in India:
Principal Hybrid Equity Fund Direct – Growth Fund
The main objective of such type of fund is that it provide appreciation and current income for a longer duration by doing investment in equity and equity related portfolio securities in an appropriate manner.
It is an open-ended growth investment fund which was launched on 1st February 2013 and has an asset size of Rs150.57 and a minimum investment of Rs.5000.
The return for this fund are:
| Period | Return |
| 6 month | 0.6 |
| 1 year | -2.5 |
| 3 years | 15.1 |
Mirae Asset Hybrid Equity Direct – G Fund
In this type of fund, investment is done with the objectives of generation of capital appreciation with current income based on the combined portfolio of investment done in equity and equity related instruments and balance in money and debt related money market instruments.
The only drawback of this scheme is that there is no guarantee of return from the investments. Its investment plan is growth with open-ended fund type.
It was launched in 7th February 2015 and requires minimum asset of Rs.5000 and has an asset size of Rs.61.51 as per 30th September 2021.
The return for this fund are:
| Period | Return |
| 6 month | 3.3 |
| 1 year | 1.8 |
| 3 years | 14.1 |
Tata Retirement Savings Moderate Direct – G Fund
These funds seek provision of financial planning tool so as to provide financial security to the investors for longer duration and is based on accomplishing retirement planning goals.
It is open-ended growth investment plan and has launching date of 1st February 2013. It has an asset size of Rs.108.53 crore with a minimum investment of Rs.5000.
The return for this fund are:
| Period | Return |
| 6 month | -2.1 |
| 1 year | -3.6 |
| 3 years | 13.8 |
ICICI Prudential Equity & Debt – G Fund
The given funds aim to generate capital appreciation and current income for a longer duration by investing in a portfolio which includes investing in equities and related securities as well as fixed income and money market-related securities.
In the case of equity, the allocation would be comprised in the range of 60-80% with a minimum of 51 %. In the case of approximate debt allocation, its range is 40-49 %, with a minimum of 20%.
The launching date of this type of fund is 10th July 1999 and has an asset size of Rs.25495 as per 30th September 2021.
The minimum investment for this fund is at Rs.5000 which would help the investors fruitfully.
The return for this fund are:
| Period | Return |
| 6 month | 2.6 |
| 1 year | -3.1 |
| 3 years | 11.7 |
Sundaram Equity Hybrid Direct – G Fund
This fund is used to generate current income and capital appreciation which includes a mix of investment in equities and income related securities.
These are open-ended growth investment plan and were launched at 1st of January 2013.
It has a minimum investment of Rs.5000 and have an asset size of Rs.27.07 crore and has a benchmark of CRISIL Balance Fund.
| Period | Return |
| 6 month | 0.3 |
| 1 year | 3.3 |
| 3 years | 12.6 |
HDFC Hybrid Equity Direct – G Fund
The main objectives of such type of fund are to generate capital appreciation for a longer duration which could be achieved through equity investments.
These could be done by investing in a diversified portfolio which is made up of Mid Cap and Large Cap ‘blue chip’ companies.
It is an open-ended fund which has an investment plan based on growth and was launched on 11th September 2000. It has a minimum investment of Rs.5000 with asset size of Rs.3627 crore.
The return for this fund are:
| Period | Return |
| 6 month | 1.9 |
| 1 year | -2.2 |
| 3 years | 12.2 |
Reliance Equity Hybrid Direct – G Fund
The major objective of such type of funds is a generation of consistent return and capital appreciation by doing investment in various securities such as equity, equity related instruments, and income instruments.
It is growth based investment plan and is a fund type of open-ended. It was launched on 1st February 2013 with an asset size of Rs.658 crore as per 30th September 2021 and has a minimum investment of Rs.500.
| Period | Return |
| 6 month | -2.2 |
| 1 year | -4.7 |
| 3 years | 11.7 |
Canara Robeco Equity Hybrid Direct – G Fund
The given funding scheme seeks to build a balanced portfolio, so as to help an investor in acquiring both the combination of high annual return as well as appreciation in capital.
In March 2000, it was made an open-ended fund type. As per 1st August 2021, it was renamed as Canara Robeco Equity Hybrid Fund.
It was launched on 1st January 2013 and has an asset size of Rs.41.45 with a minimum investment of Rs.5000 to sustain the value of investors.
| Period | Return |
| 6 month | 1.3 |
| 1 year | 2.2 |
| 3 years | 13.0 |
ICICI Pru Child Care Gift Direct Fund
The major objective of this Gift Plan fund is seeking generation of capital appreciation so as to create a portfolio in which investment is done in equity and equity-related securities and debt and money market instruments.
Nevertheless, this fund does not guarantee the achievement of investment objectives in a significant manner.
It is suitable for those investors which require the creation of long-term wealth solution and those who aim for a diversified equity fund.
It is an open-ended investment fund which is used for doing investment for the security of children until they attain the age of maturity. By March 2021.
It has been renamed as ICICI Prudential Child Care Fund (Gift Plan). It has an asset size of Rs.69.71 crore and requires a minimum investment of Rs.5000.
| Period | Return |
| 6 month | 0.1 |
| 1 year | -1.1 |
| 3 years | 10.5 |
DSP Equity & Bond Direct – Growth Fund
It is an open-ended balanced scheme which seeks in the generation of long-term capital appreciation and current portfolio which includes equity and equity-related securities such as money and debt market securities.
This fund was launched in 1st January 2013 and requires a minimum investment of Rs.500.
DSP Equity & Bond Direct Growth Fund has an asset size of Rs.618.33 crore as per 30th September 2021.
The return for this fund are:
| Period | Return |
| 6 month | -0.8 |
| 1 year | -4.7 |
| 3 years | 10.5 |
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