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 Hybrid 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.

BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND


Hybrid-Aggressive Hybrid

Returns 3Y

25.47%

Returns 5Y

23.3%

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

quant Absolute Fund


Hybrid-Aggressive Hybrid

Returns 3Y

24.25%

Returns 5Y

26.02%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : 2.25% on going sales load

Invest
SIP

ICICI Prudential Equity & Debt Fund


Hybrid-Aggressive Hybrid

Returns 3Y

26.57%

Returns 5Y

21.34%

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

Edelweiss Aggressive Hybrid Fund


Hybrid-Aggressive Hybrid

Returns 3Y

22.1%

Returns 5Y

18.9%

Min Order

₹100

Min SIP

₹500

Exit load : Nil

Invest
SIP

JM Aggressive Hybrid Fund


Hybrid-Aggressive Hybrid

Returns 3Y

25.61%

Returns 5Y

20.72%

Min Order

₹1,000

Min SIP

₹500

Exit load : Pl refer Scheme Inforamtion Document

Invest
SIP

UTI Aggressive Hybrid Fund


Hybrid-Aggressive Hybrid

Returns 3Y

19.95%

Returns 5Y

16.82%

Min Order

₹1,000

Min SIP

₹500

Exit load : Exit load 2% of NAV

Invest
SIP

Mahindra Manulife Aggressive Hybrid Fund


Hybrid-Aggressive Hybrid

Returns 2Y

21.51%

Returns 3Y

21.11%

Min Order

₹1,000

Min SIP

₹500

Exit load : -

Invest
SIP

HDFC Hybrid Equity Fund


Hybrid-Aggressive Hybrid

Returns 3Y

17.13%

Returns 5Y

15.34%

Min Order

₹100

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

BANDHAN Hybrid Equity Fund


Hybrid-Aggressive Hybrid

Returns 3Y

16.57%

Returns 5Y

15.23%

Min Order

₹1,000

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

Mirae Asset Aggressive Hybrid Fund


Hybrid-Aggressive Hybrid

Returns 3Y

16.03%

Returns 5Y

15.4%

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

CANARA ROBECO EQUITY HYBRID FUND


Hybrid-Aggressive Hybrid

Returns 3Y

15.89%

Returns 5Y

16.22%

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

Tata Hybrid Equity Fund


Hybrid-Aggressive Hybrid

Returns 3Y

17.09%

Returns 5Y

14.57%

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

DSP Equity & Bond Fund


Hybrid-Aggressive Hybrid

Returns 3Y

15.08%

Returns 5Y

15.82%

Min Order

₹100

Min SIP

₹500

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

Invest
SIP

Nippon India Equity Hybrid Fund


Hybrid-Aggressive Hybrid

Returns 3Y

18.73%

Returns 5Y

12.79%

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

SBI EQUITY HYBRID FUND


Hybrid-Aggressive Hybrid

Returns 3Y

14.89%

Returns 5Y

14.73%

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

Navi Aggressive Hybrid Fund


Hybrid-Aggressive Hybrid

Returns 3Y

16.14%

Returns 5Y

13.58%

Min Order

₹10

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

Aditya Birla Sun Life Equity Hybrid'95 Fund


Hybrid-Aggressive Hybrid

Returns 3Y

14.46%

Returns 5Y

13.21%

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

Groww Aggressive Hybrid Fund


Hybrid-Aggressive Hybrid

Returns 3Y

16.58%

Returns 5Y

14.85%

Min Order

₹100

Min SIP

₹500

Exit load : -

Invest
SIP

Axis Equity Hybrid Fund


Hybrid-Aggressive Hybrid

Returns 3Y

12.42%

Returns 5Y

13.34%

Min Order

₹500

Min SIP

₹1,000

Exit load : -

Invest
SIP

Invesco India Aggressive Hybrid Fund


Hybrid-Aggressive Hybrid

Returns 3Y

17.55%

Returns 5Y

15.17%

Min Order

₹1,000

Min SIP

₹500

Exit load : -

Invest
SIP

PGIM India Hybrid Equity Fund


Hybrid-Aggressive Hybrid

Returns 3Y

12.37%

Returns 5Y

12.72%

Min Order

₹5,000

Min SIP

₹500

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

Invest
SIP

Union Aggressive Hybrid Fund


Hybrid-Aggressive Hybrid

Returns 2Y

16.68%

Returns 3Y

16.61%

Min Order

₹1,000

Min SIP

₹1,000

Exit load : -

Invest
SIP

Shriram Aggressive Hybrid Fund


Hybrid-Aggressive Hybrid

Returns 3Y

16.49%

Returns 5Y

14.59%

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

LIC MF Aggressive Hybrid Fund


Hybrid-Aggressive Hybrid

Returns 3Y

14.54%

Returns 5Y

12.84%

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

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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Mutual Funds are subject to market risk. Please read the scheme documents carefully before investing