hybrid Fund

Aggressive Hybrid Funds

Equity-heavy allocation (65-80%) with a debt cushion for smoother long-term returns.

Avg. Return (5Y)

14.85%

No. of Funds

Risk Level

Moderately High

Ideal Horizon

5+ years

Top Aggressive Hybrid Funds Sorted by Returns

Scheme

ICICI Prudential Equity & Debt Fund

ICICI Prudential MF

Expense: 1.02%

1Y: 13.5%

3Y: 17.8%

5Y: 15.2%

SBI Equity Hybrid Fund

SBI MF

Expense: 0.72%

1Y: 12.8%

3Y: 16.5%

5Y: 14.6%

HDFC Hybrid Equity Fund

HDFC MF

Expense: 0.89%

1Y: 11.2%

3Y: 15.8%

5Y: 13.9%

Canara Robeco Equity Hybrid Fund

Canara Robeco MF

Expense: 0.58%

1Y: 10.5%

3Y: 14.9%

5Y: 13.2%

* Returns are annualized and based on historical data. Past performance does not guarantee future results. Min. SIP: ₹500.

What is a Aggressive Hybrid Fund?

Aggressive Hybrid funds invest 65-80% in equities and 20-35% in debt instruments. The debt component cushions against equity volatility, resulting in smoother return profiles than pure equity funds while still capturing most of the equity upside.

Key Advantages

Built-in asset allocation — equity + debt in one fund
Automatic rebalancing between equity and debt
Smoother ride than pure equity funds
Tax-efficient — equity taxation applies (65%+ in equity)

How It Works

The fund maintains 65-80% in equities (ensuring equity taxation) and 20-35% in debt. The fund manager rebalances between asset classes based on market conditions. When equities rise, profits are partially booked into debt, and vice versa.