Equity-oriented hybrid schemes or balanced schemes are now called aggressive hybrid funds. It is an aggressive fund. It does have a debt cushion, but the management will look for opportunities and manage the fund aggressively. As per the new investment norms, these schemes would invest around 65-80 per cent in stocks and 20-35 per cent of the corpus in debt.

Invest in Best Hybrid Aggressive Funds

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Equity-oriented hybrid schemes or balanced schemes are now called aggressive hybrid funds. It is an aggressive fund. It does have a debt cushion, but the management will look for opportunities and manage the fund aggressively. As per the new investment norms, these schemes would invest around 65-80 per cent in stocks and 20-35 per cent of the corpus in debt.

L&T Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

7.98%

Returns 5Y

11.29%

Min Order

₹5,000

Min SIP

₹500

Exit load : If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 1 year from the date of allotment – Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment – 1%. If units are redeemed or switched out on or after 1 year from the date of allotment – Nil.

Invest
SIP

HSBC Managed Solutions - Conservative


Hybrid-Aggressive

Returns 3Y

8.68%

Returns 5Y

8.97%

Min Order

₹5,000

Min SIP

₹500

Exit load : Nil

Invest
SIP

LIC MF Equity Hybrid Fund


Hybrid-Aggressive

Returns 1Y

10.54%

Returns 2Y

5.46%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : Entry Load NilExit Load - 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units.Nil if redeemed or switched out after completion of 1 year from the date of allotment of units

Invest
SIP

SBI EQUITY HYBRID FUND - GROWTH


Hybrid-Aggressive

Returns 3Y

10.8%

Returns 5Y

12.36%

Min Order

₹1,000

Min SIP

₹500

Exit load : For exit within 1 year from the date of allotment - 1%; For exit after 1 year from the date of allotment - Nil.

Invest
SIP

Kotak Balanced Advantage Fund


Hybrid-Aggressive

Returns 3M

1.37%

Returns 6M

5.86%

Min Order

₹1,000

Min SIP

₹100

Exit load : -

Invest
SIP

Tata Retirement Savings Fund Conservative-Direct Plan


Hybrid-Aggressive

Returns 3Y

12.44%

Returns 5Y

14.28%

Min Order

₹5,000

Min SIP

₹500

Exit load : Entry Load N.A. for all the plans under the fund.Exit Load a) If redeemed / switched-out on or after attainment of retirement age i.e. 60 years of age - Nilb) In case of Auto switch-out of units on occurrence of Auto-switch trigger event Nilc) For Redemption or switch out of units in other cases (i.e. switch-out other than auto switchouton trigger event & redemption/switch-out before the attainment of retirement age i.e. 60 years) Kindly refer SID for further details.

Invest
SIP

Principal Retirement Savings Fund - Moderate Plan


Hybrid-Aggressive

Returns 2Y

3.02%

Returns 3Y

6.59%

Min Order

₹5,000

Min SIP

₹2,000

Exit load : NIL

Invest
SIP

UTI - Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

6.94%

Returns 5Y

8.25%

Min Order

₹1,000

Min SIP

₹500

Exit load : Exit load 2% of NAV

Invest
SIP

DSP Equity & Bond Fund


Hybrid-Aggressive

Returns 3Y

9.24%

Returns 5Y

11.87%

Min Order

₹500

Min SIP

₹500

Exit load : Holding Period: < 12 months: 1% >= 12 months: Nil

Invest
SIP

Indiabulls Equity Hybrid Fund


Hybrid-Aggressive

Returns 3M

-0.09%

Returns 6M

5.37%

Min Order

₹500

Min SIP

₹500

Exit load : -

Invest
SIP

Reliance Equity Hybrid Fund (formerly Reliance Regular Savings Fund - Balanced Option)


Hybrid-Aggressive

Returns 3Y

8.33%

Returns 5Y

10.19%

Min Order

₹500

Min SIP

₹100

Exit load : 10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 months from the date of allotment of units. Any redemption in excess of such limit in the first 12 months from the date of allotment shall be subject to the following exit load. Redemption of units would be done on First in First out Basis (FIFO): s IFREDEEMEDORSWITCHEDOUTONORBEFORECOMPLETIONOF months from the date of allotment of units. s.IL THEREAFTER

Invest
SIP

BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND


Hybrid-Aggressive

Returns 1Y

7.8%

Returns 2Y

7.58%

Min Order

₹5,000

Min SIP

₹300

Exit load : Entry Load NIL Exit Load 1.00 % if redeemed or switched-out upto 1 year from the date of allotment of the units. NIL if redeemed or switched-out after 1 year from the date of allotment of units.

Invest
SIP

Mirae Asset Hybrid-Equity Fund


Hybrid-Aggressive

Returns 2Y

8.75%

Returns 3Y

13.09%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

Invest
SIP

HSBC Managed Solutions - Conservative


Hybrid-Aggressive

Returns 3Y

8.14%

Returns 5Y

8.86%

Min Order

₹5,000

Min SIP

₹500

Exit load : Nil

Invest
SIP

Principal Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

12.1%

Returns 5Y

11.49%

Min Order

₹5,000

Min SIP

₹500

Exit load : For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

Aditya Birla Sun Life Equity Hybrid '95 Fund


Hybrid-Aggressive

Returns 3Y

7.17%

Returns 5Y

10.52%

Min Order

₹100

Min SIP

₹100

Exit load : In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed / switched-out without any exit load from the date of allotment. Any redemption in excess of the above limit shall be subject to the following exit load: For redemption / switch-out of units on or before 365 days from the date of allotment: 1.00% of applicable NAV. For redemption / switch-out of units after 365 days from the date of allotment: Nil. (w.e.f. October 10, 2016)

Invest
SIP

Axis Equity Hybrid Fund


Hybrid-Aggressive

Returns 3M

0.69%

Returns 6M

5.44%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : -

Invest
SIP

Tata Retirement Savings Fund Conservative-Direct Plan


Hybrid-Aggressive

Returns 3Y

8.77%

Returns 5Y

10.23%

Min Order

₹5,000

Min SIP

₹500

Exit load : (A) for redeemption/switch out of units before the attainment of retirement i.e. 60 years of age - (i) If redeemed on or before expiry of 3 years from the date of allotment - 3%. (ii) If redeemed after 3 years from the date of allotment - 1%. (B) For Redemption or switch out of units on or after attainment of retirement age i.e. 60 years: NIL (C) In case of Auto switch-out of units on occurrence of Auto-switch trigger event : NIL.

Invest
SIP

BOI AXA MID & SMALL CAP EQUITY & DEBT FUND


Hybrid-Aggressive

Returns 1Y

-16.28%

Returns 2Y

-4.55%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : Exit Load - 1% if redeemed within 12 months from the date of allotment

Invest
SIP

HSBC Managed Solutions - Conservative


Hybrid-Aggressive

Returns 3Y

6.34%

Returns 5Y

7.57%

Min Order

₹5,000

Min SIP

₹500

Exit load : Nil

Invest
SIP

IDBI Hybrid Equity Fund


Hybrid-Aggressive

Returns 1Y

-7.19%

Returns 2Y

-0.72%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% for redemption within 365 days

Invest
SIP

HDFC Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

7.82%

Returns 5Y

6.97%

Min Order

₹5,000

Min SIP

₹500

Exit load : In respect of each purchase / switch-in of units, an Exit load of 1.00% is payable if units are redeemed / switchedout within 1 year from the date of allotment. l no Exit load is payable if units are redeemed / switchedout after 1 year from the date of allotment.

Invest
SIP

Essel Equity Hybrid Fund


Hybrid-Aggressive

Returns 6M

3.97%

Returns 1Y

4.91%

Min Order

₹1,000

Min SIP

₹500

Exit load : For units in excess of 15% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

Shriram Hybrid Equity Fund


Hybrid-Aggressive

Returns 1Y

3.04%

Returns 2Y

4.6%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : Entry Load NIL Exit Load 1% for exit up to 365 days from the date of allotment

Invest
SIP

Principal Retirement Savings Fund - Progressive Plan


Hybrid-Aggressive

Returns 2Y

2.86%

Returns 3Y

7.93%

Min Order

₹5,000

Min SIP

₹2,000

Exit load : NIL

Invest
SIP

Sundaram Equity Hybrid Fund - Institutional


Hybrid-Aggressive

Returns 3Y

10.32%

Returns 5Y

8.93%

Min Order

₹100

Min SIP

₹100

Exit load : Exit Load 1% if redeemed within 12 months from date of allotment

Invest
SIP

BARODA HYBRID EQUITY FUND


Hybrid-Aggressive

Returns 3Y

7.25%

Returns 5Y

7.89%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

Invest
SIP

Motilal Oswal Equity Hybrid Fund (MOFEH)


Hybrid-Aggressive

Returns 3M

1.02%

Returns 6M

5.58%

Min Order

₹500

Min SIP

₹500

Exit load : -

Invest
SIP

IDFC HYBRID EQUITY FUND


Hybrid-Aggressive

Returns 1Y

-0.68%

Returns 2Y

1.52%

Min Order

₹5,000

Min SIP

₹100

Exit load : 10% of investment: Nil; Remaining investment: 1% if redeemed/switched out within 12 months from the date of allotment

Invest
SIP

DHFL Pramerica Hybrid Equity Fund (earlier known as DHFL Pramerica Balanced Advantage Fund)


Hybrid-Aggressive

Returns 1Y

0.32%

Returns 2Y

2.59%

Min Order

₹5,000

Min SIP

₹500

Exit load : Exit Load 1% if redeemed/ switched out within 1 year of allotment.

Invest
SIP

HSBC Managed Solutions - Conservative


Hybrid-Aggressive

Returns 3Y

8.68%

Returns 5Y

8.97%

Min Order

₹5,000

Min SIP

₹500

Exit load : Nil

Invest
SIP

Kotak Equity Hybrid


Hybrid-Aggressive

Returns 2Y

3.63%

Returns 3Y

8.49%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : i) For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. ii) If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%. iii) If units are redeemed or switched out on or alter 1 year from the date of allotment: Nil. iv) Any exit load charged (net off Service Tax, if any) shall be credited back to the respective Scheme. (applicable for all plans) v) Units issued on reinvestment of dividends shall not be subject to exit load (applicable for all plans)

Invest
SIP

ICICI Prudential Equity & Debt Fund


Hybrid-Aggressive

Returns 3Y

11.47%

Returns 5Y

12.52%

Min Order

₹5,000

Min SIP

₹100

Exit load : 20% of units within 1 Year from allotment - Nil More than 20% of units, within 1 Year - 1% of applicable NAV More than 1 Year - Nil

Invest
SIP

Invesco India Equity & Bond Fund


Hybrid-Aggressive

Returns 6M

2.59%

Returns 1Y

2.04%

Min Order

₹1,000

Min SIP

₹500

Exit load : -

Invest
SIP

Tata Retirement Savings Fund Conservative-Direct Plan


Hybrid-Aggressive

Returns 3Y

10.67%

Returns 5Y

13.89%

Min Order

₹5,000

Min SIP

₹500

Exit load : (A) If redeemed/switched-out on or after attainment of retirement age i.e. 60 years of age - Nil. (B) In case of Auto switch-out of units on occurrence of “Auto-switch trigger event” - Nil. (C) For Redemption or switch-out of units in other cases (i.e. switch out other than auto switch-out on trigger event & redemption/ switch-out before the attainment of retirement age i.e. 60years) following exit load will be applicable:(i) If redeemed / Switched out on or before expiry of 3 Years from the date of allotment - 3% of the applicable NAV. (ii)If edeemed / Switched out after 3 Years from the date of allotment - 1 % of the applicable NAV

Invest
SIP

Principal Retirement Savings Fund - Conservative Plan


Hybrid-Aggressive

Returns 2Y

3.22%

Returns 3Y

5.59%

Min Order

₹5,000

Min SIP

₹2,000

Exit load : NIL

Invest
SIP

Tata Hybrid Equity Fund -Direct Plan- Option


Hybrid-Aggressive

Returns 3Y

6.86%

Returns 5Y

10.12%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Canara Robeco Equity Hybrid Fund


Hybrid-Aggressive

Returns 3Y

10.95%

Returns 5Y

11.7%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : Exit Load - 1% - If redeemed/switched out within 1 year from the date of allotment Nil - if redeemed/switched out after 1 year from the date of allotment.

Invest
SIP

HSBC Equity Hybrid Fund


Hybrid-Aggressive

Returns 3M

-1.32%

Returns 6M

3.48%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

Invest
SIP

Franklin India Equity Hybrid Fund - Regular


Hybrid-Aggressive

Returns 3Y

7.92%

Returns 5Y

11.77%

Min Order

₹5,000

Min SIP

₹500

Exit load : Entry Nil Exit 1% if redeemed within 1 year

Invest
SIP

Who should invest in

Best suited to investors who have a moderate risk appetite. These funds aim at generating current income along with wealth accumulation over the long-term via a hybrid portfolio composition. Investors seeking to meet medium term goals.


How long should you stay invested in ?

Medium-term investment horizon of at least 5 years to 7 years.


How to invest in ?

You can click on the Aggressive Hybrid Funds link in Jama.co.in and choose the desired fund. You can also take your free risk profile assessment which then advises you on the percentage asset allocation you should have inAggressive Hybrid Funds. Click on invest button from there and continue to make the investment.

Invest only in direct plans of small cap funds and take the advice of a SEBI Registered Investment advisor to invest in the right funds.




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