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 Rating
6.2Avg 1Y
0.8%
Avg 3Y
11.7%
Avg 5Y
10.8%
Avg Sharpe
-0.51
Avg Std Dev
10.6%
Top 5 by 3Y Return
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH
ICICI Prudential Equity & Debt Fund - Growth
quant Aggressive Hybrid Fund - Growth Option - Regular Plan
Bandhan Aggressive Hybrid Fund-Regular Plan Growth
JM Aggressive Hybrid Fund (Regular) -Growth Option
Calendar Year Returns
| Fund | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| 11.4 | -0.9 | 25.8 | 33.7 | -4.8 | 54.5 | 31.1 | -4.7 | -14.2 | |
| -0.7 | 13.3 | 17.2 | 28.2 | 11.7 | 41.7 | 8.9 | 9.3 | -1.9 | |
| 7.1 | 9.3 | 10.5 | 15.7 | 13.3 | 44.5 | 35.9 | 6.0 | -1.6 | |
| 4.4 | 7.7 | 21.0 | 20.4 | -1.1 | 30.8 | 13.9 | 4.7 | -3.8 | |
| 1.4 | -3.1 | 27.0 | 33.8 | 8.1 | 22.9 | 30.5 | -8.1 | 1.7 | |
| 3.7 | 4.1 | 21.7 | 20.1 | 5.0 | 28.9 | 15.4 | 14.1 | -6.2 | |
| 5.9 | 1.4 | 22.7 | 24.3 | — | — | — | — | — | |
| 1.0 | 6.0 | 20.2 | 25.4 | 5.3 | 27.1 | 12.7 | 10.4 | -0.1 | |
| 2.5 | 12.3 | 14.2 | 16.4 | 2.3 | 23.6 | 12.9 | 13.5 | -0.1 | |
| -2.8 | 8.2 | 19.7 | 23.3 | 4.2 | 30.6 | 17.2 | — | — | |
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Showing top 15 of 29 funds
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Personalize my analysisAll Aggressive Hybrid Funds
| Fund | Rating | 1Y | Sharpe |
|---|---|---|---|
| 6.7 | 8.1% | 0.21 | |
| 6.5 | 3.4% | -0.26 | |
| 5.9 | 9.8% | 0.36 | |
| 6.7 | 6.8% | 0.09 | |
| 5.9 | -4.8% | -0.86 | |
| 6.1 | 3.7% | -0.16 | |
| 6.9 | 5.3% | -0.03 | |
| 6.8 | 0.5% | -0.53 | |
| 6.5 | 2.7% | -0.31 | |
| 6.8 | -2.5% | -0.84 | |
| 6.6 | -0.4% | -0.68 | |
| 6.0 | 1.7% | -0.40 | |
| 6.0 | -2.1% | -0.85 | |
| 6.2 | 2.7% | -0.29 | |
| 5.5 | 5.0% | -0.05 | |
| 6.0 | -1.6% | -0.79 | |
| 6.4 | -0.6% | -0.69 | |
| 6.2 | -6.5% | -1.21 | |
| 6.0 | 0.6% | -0.50 | |
| 6.3 | 0.9% | -0.48 | |
| 6.0 | -0.8% | -0.66 | |
| 5.9 | -0.5% | -0.57 | |
| 6.4 | -2.2% | -0.82 | |
| 6.2 | 0.2% | -0.62 | |
| 6.2 | -0.1% | -0.62 | |
| 5.9 | 0.5% | -0.52 | |
| 6.2 | -1.7% | -0.76 | |
| 6.1 | -1.1% | -0.72 | |
| 5.3 | -4.7% | -1.14 |