Aggressive Hybrid funds in India
58 plans (29 Regular, 29 Direct), rated on their track record against their composite benchmark (65% Nifty 50 TRI + 35% bond funds) and their peers. Data as of 8 Nov 2026.
Mostly equity with a debt cushion: a gentler ride than a pure equity fund for five-year-plus money, rebalanced for you. Taxed as equity. SEBI requires aggressive hybrid funds to invest 65% to 80% in equities and the rest in debt.
The difference, on ₹10 lakh invested three years ago, between the strongest aggressive hybrid fund (14.2% a year) and the weakest (7.3% a year). Same category, same SEBI rules, same market. 21 of 28 funds beat their composite benchmark (65% Nifty 50 TRI + 35% bond funds) over the same period.
Regular plans, to the latest NAV. Past returns, not a forecast.
Regular plans (29)
| Fund | Rating | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|
| ICICI Prudential Aggressive Hybrid FundICICI Prudential Mutual Fund · 20.6 yrs | A+ | 13.1% | +4.0% | 1.59% | ₹50,089 cr |
| Edelweiss Aggressive Hybrid FundEdelweiss Mutual Fund · 17.2 yrs | A+ | 12.0% | +2.9% | 2.07% | ₹3,891 cr |
| SBI Aggressive Hybrid FundSBI Mutual Fund · 20.6 yrs | A+ | 12.4% | +3.4% | 1.39% | ₹85,922 cr |
| Bandhan Aggressive Hybrid FundBandhan Mutual Fund · 9.8 yrs | A | 14.2% | +5.2% | 2.25% | ₹2,748 cr |
| UTI Aggressive Hybrid FundUTI Mutual Fund · 20.6 yrs | A | 10.7% | +1.6% | 1.89% | ₹6,389 cr |
| Mirae Asset Aggressive Hybrid FundMirae Asset Mutual Fund · 11.3 yrs | A | 11.1% | +2.1% | 1.91% | ₹9,210 cr |
| DSP Aggressive Hybrid FundDSP Mutual Fund · 20.6 yrs | A | 10.4% | +1.4% | 1.83% | ₹11,261 cr |
| Canara Robeco Aggressive Hybrid FundCanara Robeco Mutual Fund · 19.3 yrs | A | 10.8% | +1.8% | 1.79% | ₹10,828 cr |
| Bank Of India Aggressive Hybrid FundBank of India Mutual Fund · 10.3 yrs | A | 13.8% | +4.7% | 2.24% | ₹2,238 cr |
| Kotak Aggressive Hybrid FundKotak Mahindra Mutual Fund · 12.0 yrs | B | 11.9% | +2.8% | 1.90% | ₹8,930 cr |
| Quant Aggressive Hybrid Fundquant Mutual Fund · 20.6 yrs | B | 12.7% | +3.7% | 2.60% | ₹2,087 cr |
| Navi Aggressive Hybrid FundNavi Mutual Fund · 8.5 yrs | B | 11.0% | +1.9% | 2.57% | ₹112 cr |
| Mahindra Manulife Aggressive Hybrid FundMahindra Manulife Mutual Fund · 7.3 yrs | B | 10.4% | +1.3% | 2.17% | ₹2,833 cr |
| Baroda BNP Paribas Aggressive Hybrid FundBaroda BNP Paribas Mutual Fund · 4.6 yrs | B | 10.2% | +1.1% | 2.24% | ₹1,188 cr |
| HSBC Aggressive Hybrid FundHSBC Mutual Fund · 3.9 yrs | B | 12.6% | +3.6% | 1.96% | ₹5,539 cr |
| JM Aggressive Hybrid FundJM Financial Mutual Fund · 20.6 yrs | B | 11.0% | +2.0% | 2.66% | ₹640 cr |
| Aditya Birla Sun Life Aggressive Hybrid FundAditya Birla Sun Life Mutual Fund · 20.6 yrs | B | 10.1% | +1.1% | 1.89% | ₹6,760 cr |
| Union Aggressive Hybrid FundUnion Mutual Fund · 5.9 yrs | B | 10.0% | +1.0% | 2.75% | ₹728 cr |
| Invesco India Aggressive Hybrid FundInvesco Mutual Fund · 8.3 yrs | B | 10.1% | +1.0% | 2.42% | ₹742 cr |
| Franklin India Aggressive Hybrid FundFranklin Templeton Mutual Fund · 20.6 yrs | C | 8.8% | -0.2% | 2.23% | ₹2,217 cr |
| HDFC Aggressive Hybrid FundHDFC Mutual Fund · 20.6 yrs | C | 7.3% | -1.7% | 1.72% | ₹20,937 cr |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)Sundaram Mutual Fund · 4.8 yrs | C | 8.5% | -0.6% | 2.13% | ₹8,720 cr |
| Axis Aggressive Hybrid FundAxis Mutual Fund · 8.2 yrs | C | 10.0% | +0.9% | 2.20% | ₹1,393 cr |
| PGIM India Aggressive Hybrid Equity FundPGIM India Mutual Fund · 10.7 yrs | C | 8.6% | -0.4% | 2.54% | ₹191 cr |
| LIC MF Aggressive Hybrid FundLIC Mutual Fund · 20.6 yrs | C | 9.9% | +0.9% | 2.87% | ₹546 cr |
| Groww Aggressive Hybrid FundGroww Mutual Fund · 7.9 yrs | C | 8.7% | -0.4% | 2.83% | ₹52 cr |
| Tata Aggressive Hybrid FundTata Mutual Fund · 20.6 yrs | C | 8.2% | -0.9% | 2.10% | ₹3,995 cr |
| Shriram Aggressive Hybrid FundShriram Mutual Fund · 12.9 yrs | C | 8.2% | -0.8% | 2.47% | ₹50 cr |
| WhiteOak Capital Aggressive Hybrid FundWhiteOak Capital Mutual Fund · 0.4 yrs | – | – | – | 2.87% | ₹644 cr |
Direct plans (29)
| Fund | Rating | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid FundEdelweiss Mutual Fund · 13.8 yrs | A+ | 13.7% | +4.5% | 0.70% | ₹3,891 cr |
| ICICI Prudential Aggressive Hybrid FundICICI Prudential Mutual Fund · 13.8 yrs | A+ | 13.7% | +4.5% | 1.06% | ₹50,089 cr |
| Bandhan Aggressive Hybrid FundBandhan Mutual Fund · 9.8 yrs | A+ | 15.8% | +6.6% | 0.88% | ₹2,748 cr |
| SBI Aggressive Hybrid FundSBI Mutual Fund · 13.8 yrs | A | 13.2% | +4.0% | 0.77% | ₹85,922 cr |
| Navi Aggressive Hybrid FundNavi Mutual Fund · 8.5 yrs | A | 13.0% | +3.8% | 0.68% | ₹112 cr |
| Mirae Asset Aggressive Hybrid FundMirae Asset Mutual Fund · 11.3 yrs | A | 12.6% | +3.4% | 0.63% | ₹9,210 cr |
| Mahindra Manulife Aggressive Hybrid FundMahindra Manulife Mutual Fund · 7.3 yrs | A | 12.1% | +2.9% | 0.84% | ₹2,833 cr |
| Baroda BNP Paribas Aggressive Hybrid FundBaroda BNP Paribas Mutual Fund · 4.6 yrs | A | 11.9% | +2.7% | 0.68% | ₹1,188 cr |
| Canara Robeco Aggressive Hybrid FundCanara Robeco Mutual Fund · 13.8 yrs | A | 12.1% | +2.9% | 0.68% | ₹10,828 cr |
| Quant Aggressive Hybrid Fundquant Mutual Fund · 13.8 yrs | B | 14.2% | +5.0% | 1.47% | ₹2,087 cr |
| DSP Aggressive Hybrid FundDSP Mutual Fund · 13.8 yrs | B | 11.6% | +2.4% | 0.79% | ₹11,261 cr |
| Kotak Aggressive Hybrid FundKotak Mahindra Mutual Fund · 13.8 yrs | B | 13.3% | +4.2% | 0.65% | ₹8,930 cr |
| Bank Of India Aggressive Hybrid FundBank of India Mutual Fund · 10.3 yrs | B | 15.2% | +6.0% | 0.86% | ₹2,238 cr |
| UTI Aggressive Hybrid FundUTI Mutual Fund · 13.8 yrs | B | 11.4% | +2.2% | 1.32% | ₹6,389 cr |
| Franklin India Aggressive Hybrid FundFranklin Templeton Mutual Fund · 13.8 yrs | B | 10.0% | +0.8% | 1.12% | ₹2,217 cr |
| JM Aggressive Hybrid FundJM Financial Mutual Fund · 13.8 yrs | B | 12.9% | +3.7% | 1.13% | ₹640 cr |
| HSBC Aggressive Hybrid FundHSBC Mutual Fund · 3.9 yrs | B | 13.8% | +4.6% | 0.95% | ₹5,539 cr |
| Union Aggressive Hybrid FundUnion Mutual Fund · 5.9 yrs | B | 11.3% | +2.1% | 1.53% | ₹728 cr |
| PGIM India Aggressive Hybrid Equity FundPGIM India Mutual Fund · 10.7 yrs | B | 10.3% | +1.1% | 1.07% | ₹191 cr |
| Invesco India Aggressive Hybrid FundInvesco Mutual Fund · 8.3 yrs | B | 11.8% | +2.6% | 0.91% | ₹742 cr |
| Shriram Aggressive Hybrid FundShriram Mutual Fund · 12.9 yrs | C | 10.0% | +0.8% | 0.93% | ₹50 cr |
| Axis Aggressive Hybrid FundAxis Mutual Fund · 8.2 yrs | C | 11.2% | +2.0% | 1.16% | ₹1,393 cr |
| Aditya Birla Sun Life Aggressive Hybrid FundAditya Birla Sun Life Mutual Fund · 13.8 yrs | C | 11.0% | +1.8% | 1.16% | ₹6,760 cr |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)Sundaram Mutual Fund · 4.8 yrs | C | 9.6% | +0.4% | 1.12% | ₹8,720 cr |
| Groww Aggressive Hybrid FundGroww Mutual Fund · 7.9 yrs | C | 10.0% | +0.8% | 2.07% | ₹52 cr |
| LIC MF Aggressive Hybrid FundLIC Mutual Fund · 13.8 yrs | C | 11.1% | +1.9% | 1.81% | ₹546 cr |
| HDFC Aggressive Hybrid FundHDFC Mutual Fund · 13.8 yrs | C | 8.0% | -1.2% | 1.13% | ₹20,937 cr |
| Tata Aggressive Hybrid FundTata Mutual Fund · 13.8 yrs | C | 9.2% | -0.0% | 1.16% | ₹3,995 cr |
| WhiteOak Capital Aggressive Hybrid FundWhiteOak Capital Mutual Fund · 0.4 yrs | – | – | – | 1.07% | ₹644 cr |
Common questions
What does a aggressive hybrid fund invest in?
SEBI requires aggressive hybrid funds to invest 65% to 80% in equities and the rest in debt.
How many aggressive hybrid funds beat their index over 3 years?
21 of 28 aggressive hybrid funds (Regular plans with 3 years of history) beat their composite benchmark (65% Nifty 50 TRI + 35% bond funds) over the 3 years to 8 Nov 2026.
How are these funds rated?
Each fund is compared only with funds in its category and plan type, on its long-run return over the index, risk-adjusted return, consistency, cost and portfolio. The ratings describe the track record so far; our own backtest found they do not predict future returns.
Ratings describe past track records and are not a recommendation to buy or sell. Read the scheme documents before investing.