What are the top performing Aggressive Hybrid funds?

Based on 1-year returns, the top performing Aggressive Hybrid funds are SBI Childrens Fund - Investment Plan - Direct Plan with 17.32% return, Quant Aggressive Hybrid Fund - Direct Plan with 11.74% return, and ICICI Prudential Retirement Fund - Hybrid Aggressive Plan - Direct Plan with 11.16% return. The category average 1-year return is 0.77%.

Which Aggressive Hybrid funds have given the best returns over 3 years?

Over a 3-year period, the best performing Aggressive Hybrid funds are SBI Childrens Fund - Investment Plan - Direct Plan with a 23.83% CAGR, Quant Aggressive Hybrid Fund - Direct Plan with 21.54% CAGR, and ICICI Prudential Retirement Fund - Hybrid Aggressive Plan - Direct Plan with 20.85% CAGR. The category average 3-year return stands at 13.07% CAGR.

Which Aggressive Hybrid funds have given the best returns over 5 years?

Over a 5-year period, the top Aggressive Hybrid funds are SBI Childrens Fund - Investment Plan - Direct Plan with a 25.61% CAGR, Quant Aggressive Hybrid Fund - Direct Plan with 17.59% CAGR, and ICICI Prudential Retirement Fund - Hybrid Aggressive Plan - Direct Plan with 17.25% CAGR. The category average 5-year return is 11.90% CAGR.

What are the largest Aggressive Hybrid mutual funds by assets?

The largest Aggressive Hybrid funds by Assets Under Management (AUM) are SBI Equity Hybrid Fund - Direct Plan with ₹ 83,353.50 crore, ICICI Prudential Equity & Debt Fund - Direct Plan with ₹ 50,367.70 crore, and HDFC Hybrid Equity Fund - Direct Plan with ₹ 22,297.10 crore. Together, there are 51 Aggressive Hybrid funds available in India.

What is the minimum amount to invest in Aggressive Hybrid funds?

You can start investing in Aggressive Hybrid funds with a minimum SIP of ₹99 per month or a minimum lumpsum of ₹100. The minimum investment varies across fund houses — some funds allow even lower entry points.

How are Aggressive Hybrid fund returns taxed?

Gains from Aggressive Hybrid funds held for less than 12 months are taxed at 20% (Short-Term Capital Gains). Gains on units held for 12 months or more are taxed at 12.5% (Long-Term Capital Gains), with ₹1.25 lakh per year being exempt per financial year. Dividends (IDCW) are taxed at your applicable income tax slab rate.

Which Aggressive Hybrid funds have the lowest expense ratio?

Among Aggressive Hybrid funds, Bandhan Aggressive Hybrid Passive FoF - Direct Plan has the lowest expense ratio at 0.10% (Direct Plan), followed by HSBC Aggressive Hybrid Active FoF - Direct Plan at 0.24%. Lower expense ratios directly improve your net returns over the long term.

How many Aggressive Hybrid mutual funds are available in India?

There are currently 51 Aggressive Hybrid mutual funds available in India across different fund houses. You can compare all 51 funds on Sharpely based on returns, risk, AUM, and expense ratio to find the one that suits your investment goals.

mutual funds category

Aggressive Hybrid

Aggressive Hybrid Funds

Aggressive Hybrid mutual funds invest in both equity and debt assets. These funds invest majorly in equities (that is why they are called aggressive). According to the SEBI guidelines, they must invest 65% to 80% in equity instruments and remaining in the debt instruments.

Total Schemes

No. of schemes

Total AUM

₹ 2.87Lakh Cr

As on latest

Category Return (5Y)

11.90 %

CAGR

Benchmark Data

This category currently has no benchmark assigned.

Category Returns (%)

Period	1M	6M	1Y	3Y CAGR	5Y CAGR	10Y CAGR	YTD
Aggressive Hybrid	-0.68 %	-3.89 %	0.77 %	13.07 %	11.90 %	12.57 %	-3.68 %
Benchmark Not Available No benchmark assigned	-	-	-	-	-	-	-

Top Aggressive Hybrid Funds (by AUM)

Fund Name	AUM (₹ Cr)	1Y Return	3Y CAGR	5Y CAGR	Expense Ratio
SBI Equity Hybrid Fund - Direct PlanNAV: ₹341.12	83,353.50 Cr	4.35%	14.03%	11.81%	0.70%
ICICI Prudential Equity & Debt Fund - Direct PlanNAV: ₹437.32	50,367.70 Cr	2.31%	16.70%	17.03%	0.92%
HDFC Hybrid Equity Fund - Direct PlanNAV: ₹119.25	22,297.10 Cr	-6.70%	7.60%	9.48%	1.02%
DSP Aggressive Hybrid Fund - Direct PlanNAV: ₹383.94	11,581.80 Cr	-4.16%	12.68%	10.81%	0.78%
Canara Robeco Equity Hybrid Fund - Direct PlanNAV: ₹403.61	11,023.80 Cr	0.37%	12.27%	11.13%	0.76%
HDFC Childrens Fund - Direct PlanNAV: ₹308.52	10,151.90 Cr	-4.62%	9.83%	11.59%	0.99%
Mirae Asset Aggressive Hybrid Fund - Direct PlanNAV: ₹37.95	9,363.48 Cr	3.12%	12.83%	11.58%	0.46%
ICICI Prudential Aggressive Hybrid Active FoF - Direct PlanNAV: ₹235.02	8,977.24 Cr	-0.99%	16.39%	15.56%	0.35%
Kotak Aggressive Hybrid Fund - Direct PlanNAV: ₹45.23	8,641.94 Cr	3.77%	14.46%	13.21%	0.51%
Sundaram Aggressive Hybrid Fund - Direct PlanNAV: ₹178.22	8,484.02 Cr	-2.44%	11.01%	10.61%	0.71%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Direct PlanNAV: ₹1,656.94	6,999.40 Cr	-1.11%	11.35%	9.78%	1.08%
UTI Aggressive Hybrid Fund - Direct PlanNAV: ₹425.60	6,524.13 Cr	-0.80%	13.44%	12.88%	1.31%
SBI Childrens Fund - Investment Plan - Direct PlanNAV: ₹50.37	6,114.10 Cr	17.32%	23.83%	25.61%	0.87%
HSBC Aggressive Hybrid Fund - Direct PlanNAV: ₹64.16	5,423.98 Cr	5.08%	14.10%	11.71%	0.83%
Nippon India Aggressive Hybrid Fund - Direct PlanNAV: ₹116.99	3,958.21 Cr	0.92%	13.00%	12.39%	1.09%

About Aggressive Hybrid Funds

What is it?

Objective

The objective of the aggressive hybrid fund is to generate maximum returns by creating an equity-heavy diversified portfolio. These funds aim to reduce risk by diversifying some portion of the portfolio in debt instruments.

Suitability and opinion

These funds are suitable for conservative equity investors and first-time equity investors as these funds have lower volatility compared to pure equity funds and higher returns compared to pure debt funds. These funds can be a good option for investors aiming to create wealth by investing majorly in equity instruments. We believe that conservative equity investors can consider this category with an ideal time horizon of 5 to 7 years. But don't forget that as at least 65% of the fund assets are invested in equity, they carry higher risks compared to debt funds.

Aggressive Hybrid vs Other Categories

5Y CAGR Return Comparison

14.99%

11.90%

9.77%

8.72%

Multi Asset Allocation

Aggressive Hybrid

Dynamic Asset Allocation

Equity Savings

Key Insights

Aggressive Hybrid delivered 11.90% CAGR over the last 5 years.

It ranks #2 out of 7 categories based on 5Y performance.

Above the category average return of 9.76%.

1 categories outperform it, while 5 categories have lower returns.

Top performer: Multi Asset Allocation (14.99%).

Lowest performer: Arbitrage (6.44%).

Let's have a closer look

Now let us jump and check about these top 15 mutual fund schemes.

SBI Equity Hybrid Fund - Direct Plan

Fund Performance: SBI Equity Hybrid Fund - Direct Plan has given 14.03% annualized returns in the past three years and 11.81% in the last 5 years. The SBI Equity Hybrid Fund - Direct Plan comes under the Hybrid category of SBI Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in SBI Equity Hybrid Fund - Direct Plan via lump sum is ₹ 1,000.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 1,000.00

AUM

₹ 83,353.50Cr

1Y Returns

4.35%

Expense Ratio

0.70%

ICICI Prudential Equity & Debt Fund - Direct Plan

Fund Performance: ICICI Prudential Equity & Debt Fund - Direct Plan has given 16.70% annualized returns in the past three years and 17.03% in the last 5 years. The ICICI Prudential Equity & Debt Fund - Direct Plan comes under the Hybrid category of ICICI Prudential Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential Equity & Debt Fund - Direct Plan via lump sum is ₹ 5,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 50,367.70Cr

1Y Returns

2.31%

Expense Ratio

0.92%

HDFC Hybrid Equity Fund - Direct Plan

Fund Performance: HDFC Hybrid Equity Fund - Direct Plan has given 7.60% annualized returns in the past three years and 9.48% in the last 5 years. The HDFC Hybrid Equity Fund - Direct Plan comes under the Hybrid category of HDFC Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in HDFC Hybrid Equity Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 22,297.10Cr

1Y Returns

-6.70%

Expense Ratio

1.02%

DSP Aggressive Hybrid Fund - Direct Plan

Fund Performance: DSP Aggressive Hybrid Fund - Direct Plan has given 12.68% annualized returns in the past three years and 10.81% in the last 5 years. The DSP Aggressive Hybrid Fund - Direct Plan comes under the Hybrid category of DSP Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in DSP Aggressive Hybrid Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 11,581.80Cr

1Y Returns

-4.16%

Expense Ratio

0.78%

Canara Robeco Equity Hybrid Fund - Direct Plan

Fund Performance: Canara Robeco Equity Hybrid Fund - Direct Plan has given 12.27% annualized returns in the past three years and 11.13% in the last 5 years. The Canara Robeco Equity Hybrid Fund - Direct Plan comes under the Hybrid category of Canara Robeco Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Canara Robeco Equity Hybrid Fund - Direct Plan via lump sum is ₹ 5,000.00 and via SIP is ₹ 1,000.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 11,023.80Cr

1Y Returns

0.37%

Expense Ratio

0.76%

HDFC Childrens Fund - Direct Plan

Fund Performance: HDFC Childrens Fund - Direct Plan has given 9.83% annualized returns in the past three years and 11.59% in the last 5 years. The HDFC Childrens Fund - Direct Plan comes under the Hybrid category of HDFC Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in HDFC Childrens Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 10,151.90Cr

1Y Returns

-4.62%

Expense Ratio

0.99%

Mirae Asset Aggressive Hybrid Fund - Direct Plan

Fund Performance: Mirae Asset Aggressive Hybrid Fund - Direct Plan has given 12.83% annualized returns in the past three years and 11.58% in the last 5 years. The Mirae Asset Aggressive Hybrid Fund - Direct Plan comes under the Hybrid category of Mirae Asset Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Mirae Asset Aggressive Hybrid Fund - Direct Plan via lump sum is ₹ 5,000.00 and via SIP is ₹ 99.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 9,363.48Cr

1Y Returns

3.12%

Expense Ratio

0.46%

ICICI Prudential Aggressive Hybrid Active FoF - Direct Plan

Fund Performance: ICICI Prudential Aggressive Hybrid Active FoF - Direct Plan has given 16.39% annualized returns in the past three years and 15.56% in the last 5 years. The ICICI Prudential Aggressive Hybrid Active FoF - Direct Plan comes under the Hybrid category of ICICI Prudential Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential Aggressive Hybrid Active FoF - Direct Plan via lump sum is ₹ 5,000.00 and via SIP is ₹ 1,000.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 8,977.24Cr

1Y Returns

-0.99%

Expense Ratio

0.35%

Kotak Aggressive Hybrid Fund - Direct Plan

Fund Performance: Kotak Aggressive Hybrid Fund - Direct Plan has given 14.46% annualized returns in the past three years and 13.21% in the last 5 years. The Kotak Aggressive Hybrid Fund - Direct Plan comes under the Hybrid category of Kotak Mahindra Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Kotak Aggressive Hybrid Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 8,641.94Cr

1Y Returns

3.77%

Expense Ratio

0.51%

Sundaram Aggressive Hybrid Fund - Direct Plan

Fund Performance: Sundaram Aggressive Hybrid Fund - Direct Plan has given 11.01% annualized returns in the past three years and 10.61% in the last 5 years. The Sundaram Aggressive Hybrid Fund - Direct Plan comes under the Hybrid category of Sundaram Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Sundaram Aggressive Hybrid Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 8,484.02Cr

1Y Returns

-2.44%

Expense Ratio

0.71%

Aditya Birla Sun Life Equity Hybrid 95 Fund - Direct Plan

Fund Performance: Aditya Birla Sun Life Equity Hybrid 95 Fund - Direct Plan has given 11.35% annualized returns in the past three years and 9.78% in the last 5 years. The Aditya Birla Sun Life Equity Hybrid 95 Fund - Direct Plan comes under the Hybrid category of Aditya Birla Sun Life Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life Equity Hybrid 95 Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 6,999.40Cr

1Y Returns

-1.11%

Expense Ratio

1.08%

UTI Aggressive Hybrid Fund - Direct Plan

Fund Performance: UTI Aggressive Hybrid Fund - Direct Plan has given 13.44% annualized returns in the past three years and 12.88% in the last 5 years. The UTI Aggressive Hybrid Fund - Direct Plan comes under the Hybrid category of UTI Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in UTI Aggressive Hybrid Fund - Direct Plan via lump sum is ₹ 1,000.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 1,000.00

AUM

₹ 6,524.13Cr

1Y Returns

-0.80%

Expense Ratio

1.31%

SBI Childrens Fund - Investment Plan - Direct Plan

Fund Performance: SBI Childrens Fund - Investment Plan - Direct Plan has given 23.83% annualized returns in the past three years and 25.61% in the last 5 years. The SBI Childrens Fund - Investment Plan - Direct Plan comes under the Hybrid category of SBI Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in SBI Childrens Fund - Investment Plan - Direct Plan via lump sum is ₹ 5,000.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 6,114.10Cr

1Y Returns

17.32%

Expense Ratio

0.87%

HSBC Aggressive Hybrid Fund - Direct Plan

Fund Performance: HSBC Aggressive Hybrid Fund - Direct Plan has given 14.10% annualized returns in the past three years and 11.71% in the last 5 years. The HSBC Aggressive Hybrid Fund - Direct Plan comes under the Hybrid category of HSBC Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in HSBC Aggressive Hybrid Fund - Direct Plan via lump sum is ₹ 5,000.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 5,423.98Cr

1Y Returns

5.08%

Expense Ratio

0.83%

Nippon India Aggressive Hybrid Fund - Direct Plan

Fund Performance: Nippon India Aggressive Hybrid Fund - Direct Plan has given 13.00% annualized returns in the past three years and 12.39% in the last 5 years. The Nippon India Aggressive Hybrid Fund - Direct Plan comes under the Hybrid category of Nippon India Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Nippon India Aggressive Hybrid Fund - Direct Plan via lump sum is ₹ 500.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 500.00

AUM

₹ 3,958.21Cr

1Y Returns

0.92%

Expense Ratio

1.09%

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Frequently asked questions

Based on average 5-year rolling returns, the best Aggressive Hybrid funds for SIP are Bank of India Mid & Small Cap Equity & Debt Fund - Direct Plan with 5-year average rolling return of 19.89%, Quant Aggressive Hybrid Fund - Direct Plan with 18.59%, and ICICI Prudential Aggressive Hybrid Active FoF - Direct Plan with 18.50%. You can start a SIP in Aggressive Hybrid funds with as little as ₹99 per month.