Aggressive Hybrid Funds
29 funds in this category
“Equity cushion, good for conservative investors”
65-80% equity with debt cushion. Provides tax-efficient equity exposure with lower volatility than pure equity funds.
Cycle
Consolidation
Valuation
Fair
Momentum
Moderate
FII Flow
Neutral
Opportunity: Good starting point for conservative investors entering equity
Risk: Debt component may underperform in rising rate environment
Last updated: 16 Apr 2026
Category Averages
Avg Score
6.4Avg 1Y
1.0%
Avg 3Y
12.4%
Avg 5Y
11.2%
Avg Sharpe
-0.50
Avg Std Dev
10.4%
Top 5 by Score
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH
ICICI Prudential Equity & Debt Fund - Growth
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION
HSBC Aggressive Hybrid Fund - Regular Growth
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth
Calendar Year Returns
| Fund | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| 4.7 | -0.9 | 25.8 | 33.7 | -4.8 | 54.5 | 31.1 | -4.7 | -14.2 | |
| -3.5 | 13.3 | 17.2 | 28.2 | 11.7 | 41.7 | 8.9 | 9.3 | -1.9 | |
| -3.2 | 3.6 | 19.3 | 21.0 | — | — | — | — | — | |
| -0.4 | 1.4 | 22.7 | 24.3 | — | — | — | — | — | |
| -3.2 | 9.7 | 13.6 | 19.0 | 2.4 | 23.8 | 13.7 | 11.9 | 1.3 | |
| -2.7 | 6.0 | 20.2 | 25.4 | 5.3 | 27.1 | 12.7 | 10.4 | -0.1 | |
| -6.2 | 8.2 | 19.7 | 23.3 | 4.2 | 30.6 | 17.2 | — | — | |
| -1.7 | 7.7 | 21.0 | 20.4 | -1.1 | 30.8 | 13.9 | 4.7 | -3.8 | |
| -1.0 | 4.1 | 21.7 | 20.1 | 5.0 | 28.9 | 15.4 | 14.1 | -6.2 | |
| -6.1 | 6.8 | 17.7 | 25.3 | -2.7 | 24.2 | 17.0 | 14.2 | -5.1 | |
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Showing top 15 of 29 funds
All Aggressive Hybrid Funds
| Fund | Score | 1Y | Sharpe |
|---|---|---|---|
| 7.3 | 8.7% | 0.26 | |
| 7.1 | 3.1% | -0.30 | |
| 7.0 | 0.4% | -0.61 | |
| 6.9 | 6.6% | 0.08 | |
| 6.8 | 3.3% | -0.25 | |
| 6.8 | 1.9% | -0.40 | |
| 6.8 | -1.6% | -0.77 | |
| 6.7 | 7.1% | 0.12 | |
| 6.7 | 4.8% | -0.07 | |
| 6.6 | -3.7% | -1.04 | |
| 6.6 | -0.5% | -0.71 | |
| 6.6 | 1.4% | -0.45 | |
| 6.5 | 4.3% | -0.17 | |
| 6.4 | -2.2% | -0.86 | |
| 6.3 | 0.5% | -0.54 | |
| 6.2 | -0.8% | -0.68 | |
| 6.2 | -6.4% | -1.25 | |
| 6.2 | -0.6% | -0.69 | |
| 6.2 | 1.4% | -0.49 | |
| 6.1 | -1.9% | -0.83 | |
| 6.1 | 4.4% | -0.11 | |
| 6.0 | 1.2% | -0.46 | |
| 6.0 | -2.7% | -0.94 | |
| 6.0 | -0.7% | -0.66 | |
| 5.9 | -0.6% | -0.64 | |
| 5.9 | -2.5% | -0.68 | |
| 5.9 | 0.4% | -0.50 | |
| 5.9 | 9.9% | 0.37 | |
| 5.3 | -6.1% | -1.33 |