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Hybrid - Aggressive Hybrid Fund 2024

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Decizen Rating (Understand the Method): P: Performance, Q: Quality, UP: Upside Potential
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Fund Name
a
NAV (Rs.)
AUM (Cr.)
Returns Since
Inception (%)
Returns

Past

Avg Rolling
Fund DeciZen
P(%)
Q
ICICI Pru Equity & Debt Fund(G)-Direct Plan
ICICI Pru Equity & Debt Fund(G)-Direct Plan
380.19
34,733
18.3
01 Jan' 13
40.53
25.91
20.71
16.13
20.09
16.93
14.95
16.86
Unlock
Baroda BNP Paribas Aggressive Hybrid Fund(G)-D...
Baroda BNP Paribas Aggressive Hybrid Fund(G)-D...
28.56
1,022
15.9
07 Apr' 17
32.55
16.37
16.59
N/A
15.57
16.12
15.01
N/A
Unlock
Canara Rob Equity Hybrid Fund(G)-Direct Plan
Canara Rob Equity Hybrid Fund(G)-Direct Plan
355.92
10,077
15.1
01 Jan' 13
26.68
14.54
14.88
12.53
17.07
14.81
14.04
14.75
Unlock
Mirae Asset Aggressive Hybrid Fund(G)-Direct P...
Mirae Asset Aggressive Hybrid Fund(G)-Direct P...
32.38
8,546
14.3
29 Jul' 15
24.99
14.46
13.77
N/A
15.62
14.40
14.10
N/A
Unlock
Quant Absolute Fund(G)-Direct Plan
Quant Absolute Fund(G)-Direct Plan
440.79
2,025
18.6
07 Jan' 13
37.53
22.79
24.63
17.06
22.01
18.59
16.56
18.22
Unlock
Quant Absolute Fund(G)
Quant Absolute Fund(G)
410.94
2,025
17.4
20 Mar' 01
37.53
22.79
24.63
17.06
21.27
17.99
14.66
12.66
Unlock
ICICI Pru Equity & Debt Fund(G)
ICICI Pru Equity & Debt Fund(G)
345.07
34,733
15.5
03 Nov' 99
40.53
25.91
20.71
16.13
19.06
16.92
15.14
14.40
Unlock
Bank of India Mid & Small Cap Equity & Debt Fu...
Bank of India Mid & Small Cap Equity & Debt Fu...
37.56
724
18.4
20 Jul' 16
48.84
24.26
22.19
N/A
19.65
16.68
16.05
N/A
Unlock
Bank of India Mid & Small Cap Equity & Debt Fu...
Bank of India Mid & Small Cap Equity & Debt Fu...
34.97
724
17.3
20 Jul' 16
48.84
24.26
22.19
N/A
18.60
15.65
15.03
N/A
Unlock
SBI Equity Hybrid Fund-Reg(G)
SBI Equity Hybrid Fund-Reg(G)
258.80
68,410
15.6
06 Jan' 96
25.77
14.11
13.98
11.88
15.55
14.97
13.60
13.34
Unlock
Axis Equity Hybrid Fund(G)-Direct Plan
Axis Equity Hybrid Fund(G)-Direct Plan
19.51
1,589
12.3
09 Aug' 18
20.2
11.04
11.87
N/A
13.91
14.91
12.94
N/A
Unlock
Navi Aggressive Hybrid Fund(G)-Direct Plan
Navi Aggressive Hybrid Fund(G)-Direct Plan
20.38
104
12.5
30 Apr' 18
23.79
14
11.54
N/A
13.72
14.56
12.72
N/A
Unlock
Canara Rob Equity Hybrid Fund-Reg(G)
Canara Rob Equity Hybrid Fund-Reg(G)
318.83
10,077
11.7
01 Feb' 93
26.68
14.54
14.88
12.53
15.89
14.54
13.55
13.81
Unlock
DSP Equity & Bond Fund(G)-Direct Plan
DSP Equity & Bond Fund(G)-Direct Plan
337.54
9,044
14.5
31 Dec' 12
28.59
13.91
14.67
12.37
16.99
14.48
13.45
14.35
Unlock
Sundaram Aggressive Hybrid Fund(G)-Direct Plan
Sundaram Aggressive Hybrid Fund(G)-Direct Plan
163.60
4,579
14.7
01 Jan' 13
27.57
15.15
13.26
12.65
16.48
14.38
13.28
14.19
Unlock
SBI Equity Hybrid Fund(G)-Direct Plan
SBI Equity Hybrid Fund(G)-Direct Plan
283.66
68,410
15.2
01 Jan' 13
25.77
14.11
13.98
11.88
16.51
14.33
13.44
14.32
Unlock
Invesco India Aggressive Hybrid Fund(G)-Direct...
Invesco India Aggressive Hybrid Fund(G)-Direct...
21.57
443
13.9
30 Jun' 18
34.13
15.69
13.39
N/A
13.95
14.28
13.10
N/A
Unlock
Baroda BNP Paribas Aggressive Hybrid Fund-Reg(...
Baroda BNP Paribas Aggressive Hybrid Fund-Reg(...
25.45
1,022
14
07 Apr' 17
32.55
16.37
16.59
N/A
13.71
14.25
13.17
N/A
Unlock
Kotak Equity Hybrid Fund(G)-Direct Plan
Kotak Equity Hybrid Fund(G)-Direct Plan
62.88
5,412
14.1
03 Nov' 14
27.59
16.33
16.71
12.65
14.64
14.04
13.09
13.58
Unlock
Sundaram Aggressive Hybrid Fund(G)
Sundaram Aggressive Hybrid Fund(G)
144.61
4,579
11.6
14 Jan' 00
27.57
15.15
13.26
12.65
15.20
14.00
12.46
12.08
Unlock
DSP Equity & Bond Fund-Reg(G)
DSP Equity & Bond Fund-Reg(G)
303.89
9,044
14.6
27 May' 99
28.59
13.91
14.67
12.37
15.89
13.88
12.56
12.87
Unlock
Franklin India Equity Hybrid Fund(G)-Direct Pl...
Franklin India Equity Hybrid Fund(G)-Direct Pl...
274.73
1,782
15.2
01 Jan' 13
32.8
16.47
14.88
11.85
16.68
13.86
12.41
13.87
Unlock
Franklin India Equity Hybrid Fund(G)
Franklin India Equity Hybrid Fund(G)
243.41
1,782
13.9
10 Dec' 99
32.8
16.47
14.88
11.85
15.41
13.81
12.48
12.65
Unlock
HSBC Aggressive Hybrid Fund-Reg(G)
HSBC Aggressive Hybrid Fund-Reg(G)
50.36
5,367
12.9
07 Feb' 11
33.81
15.1
13.61
11.31
15.05
13.80
12.32
12.54
Unlock
Edelweiss Aggressive Hybrid Fund(G)-Direct Pla...
Edelweiss Aggressive Hybrid Fund(G)-Direct Pla...
62.60
1,564
14.9
07 Jan' 13
33.84
19.85
16.83
12.66
16.53
13.74
12.52
13.76
Unlock
Tata Hybrid Equity Fund-Reg(G)
Tata Hybrid Equity Fund-Reg(G)
401.75
3,749
15
08 Oct' 95
23.48
16
13.46
10.32
14.81
13.62
12.58
13.61
Unlock
Axis Equity Hybrid Fund-Reg(G)
Axis Equity Hybrid Fund-Reg(G)
18.02
1,589
10.7
09 Aug' 18
20.2
11.04
11.87
N/A
12.37
13.35
11.42
N/A
Unlock
HSBC Aggressive Hybrid Fund(G)-Direct Plan
HSBC Aggressive Hybrid Fund(G)-Direct Plan
56.53
5,367
15
01 Jan' 13
33.81
15.1
13.61
11.31
16.24
13.29
11.91
13.33
Unlock
Aditya Birla SL Equity Hybrid 95 Fund(G)
Aditya Birla SL Equity Hybrid 95 Fund(G)
1355.73
7,478
18.2
10 Feb' 95
27.99
13.57
12.35
10.52
14.53
13.07
11.95
13.15
Unlock
Edelweiss Aggressive Hybrid Fund-Reg(G)
Edelweiss Aggressive Hybrid Fund-Reg(G)
55.37
1,564
12.3
11 Aug' 09
33.84
19.85
16.83
12.66
15.22
12.94
11.11
10.83
Unlock
Tata Hybrid Equity Fund(G)-Direct Plan
Tata Hybrid Equity Fund(G)-Direct Plan
446.11
3,749
14.1
01 Jan' 13
23.48
16
13.46
10.32
15.87
12.87
11.33
12.99
Unlock
Aditya Birla SL Equity Hybrid 95 Fund(G)-Dire...
Aditya Birla SL Equity Hybrid 95 Fund(G)-Dire...
1504.74
7,478
13.7
01 Jan' 13
27.99
13.57
12.35
10.52
15.63
12.78
11.12
12.67
Unlock
UTI Aggressive Hybrid Fund-Reg(G)
UTI Aggressive Hybrid Fund-Reg(G)
355.85
5,488
4.5
02 Jan' 95
32.15
19.22
16.06
12.34
14.73
12.75
11.00
11.05
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JM Aggressive Hybrid Fund(G)
JM Aggressive Hybrid Fund(G)
115.94
262
12.9
01 Apr' 95
56.3
24.24
19.54
13.21
15.65
12.73
10.42
9.11
Unlock
Bandhan Hybrid Equity Fund(G)-Direct Plan
Bandhan Hybrid Equity Fund(G)-Direct Plan
24.41
694
12.8
30 Dec' 16
27.09
15.1
13.76
N/A
12.80
12.71
11.74
N/A
Unlock
UTI Aggressive Hybrid Fund(G)-Direct Plan
UTI Aggressive Hybrid Fund(G)-Direct Plan
379.87
5,488
13.7
01 Jan' 13
32.15
19.22
16.06
12.34
15.41
12.70
11.01
12.57
Unlock
Mirae Asset Aggressive Hybrid Fund-Reg(G)
Mirae Asset Aggressive Hybrid Fund-Reg(G)
28.19
8,546
12.5
29 Jul' 15
24.99
14.46
13.77
N/A
13.79
12.63
12.33
N/A
Unlock
HDFC Hybrid Equity Fund(G)-Direct Plan
HDFC Hybrid Equity Fund(G)-Direct Plan
114.88
23,113
13
31 Dec' 12
21.84
16.4
14.63
10.76
16.65
12.56
11.12
12.55
Unlock
HDFC Hybrid Equity Fund(G)
HDFC Hybrid Equity Fund(G)
106.78
23,113
13.2
06 Apr' 05
21.84
16.4
14.63
10.76
15.90
12.52
10.60
10.88
Unlock
JM Aggressive Hybrid Fund(G)-Direct Plan
JM Aggressive Hybrid Fund(G)-Direct Plan
129.90
262
15.6
01 Jan' 13
56.3
24.24
19.54
13.21
16.70
12.51
10.52
12.39
Unlock
Invesco India Aggressive Hybrid Fund-Reg(G)
Invesco India Aggressive Hybrid Fund-Reg(G)
19.67
443
12.2
30 Jun' 18
34.13
15.69
13.39
N/A
12.17
12.49
11.34
N/A
Unlock
Kotak Equity Hybrid Fund(G)
Kotak Equity Hybrid Fund(G)
54.37
5,412
12.5
03 Nov' 14
27.59
16.33
16.71
12.65
13.04
12.48
11.56
12.01
Unlock
Navi Aggressive Hybrid Fund-Reg(G)
Navi Aggressive Hybrid Fund-Reg(G)
18.29
104
10.5
30 Apr' 18
23.79
14
11.54
N/A
11.66
12.48
10.68
N/A
Unlock
Nippon India Equity Hybrid Fund(G)
Nippon India Equity Hybrid Fund(G)
93.47
3,523
12.5
10 Jun' 05
30.95
17.83
11.94
10.13
14.50
12.20
10.91
12.66
Unlock
Nippon India Equity Hybrid Fund(G)-Direct Plan
Nippon India Equity Hybrid Fund(G)-Direct Plan
104.31
3,523
13.1
01 Jan' 13
30.95
17.83
11.94
10.13
15.63
11.76
9.68
11.78
Unlock
Bandhan Hybrid Equity Fund-Reg(G)
Bandhan Hybrid Equity Fund-Reg(G)
21.94
694
11.2
30 Dec' 16
27.09
15.1
13.76
N/A
11.22
11.18
10.21
N/A
Unlock
PGIM India Hybrid Equity Fund(G)-Direct Plan
PGIM India Hybrid Equity Fund(G)-Direct Plan
134.56
210
12
01 Jan' 13
20.92
10.55
10.92
8.27
13.45
10.95
9.93
10.84
Unlock
PGIM India Hybrid Equity Fund(G)
PGIM India Hybrid Equity Fund(G)
114.79
210
12.8
05 Feb' 04
20.92
10.55
10.92
8.27
11.85
10.76
9.20
9.77
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Shriram Aggressive Hybrid Fund(G)-Direct Plan
Shriram Aggressive Hybrid Fund(G)-Direct Plan
34.64
48
12.6
06 Dec' 13
31.91
14.72
12.86
10.16
11.58
10.48
9.72
10.22
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LIC MF Aggressive Hybrid Fund(G)-Direct Plan
LIC MF Aggressive Hybrid Fund(G)-Direct Plan
198.62
517
11.1
01 Jan' 13
27.79
13.28
11.62
8.34
11.59
9.63
9.18
9.50
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LIC MF Aggressive Hybrid Fund(G)
LIC MF Aggressive Hybrid Fund(G)
177.18
517
9
01 Jan' 91
27.79
13.28
11.62
8.34
10.44
9.53
8.57
8.17
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Shriram Aggressive Hybrid Fund-Reg(G)
Shriram Aggressive Hybrid Fund-Reg(G)
30.87
48
11.4
06 Dec' 13
31.91
14.72
12.86
10.16
10.34
9.24
8.47
8.99
Unlock
Mahindra Manulife Aggressive Hybrid Fund(G)-Di...
Mahindra Manulife Aggressive Hybrid Fund(G)-Di...
25.86
1,138
21.7
19 Jul' 19
34.93
18.9
N/A
N/A
23.27
21.54
N/A
N/A
Unlock
Mahindra Manulife Aggressive Hybrid Fund-Reg(G...
Mahindra Manulife Aggressive Hybrid Fund-Reg(G...
23.64
1,138
19.5
19 Jul' 19
34.93
18.9
N/A
N/A
20.99
19.25
N/A
N/A
Unlock
Union Aggressive Hybrid Fund(G)-Direct Plan
Union Aggressive Hybrid Fund(G)-Direct Plan
16.89
594
16.6
18 Dec' 20
29.59
15.36
N/A
N/A
13.07
15.94
N/A
N/A
Unlock
Groww Aggressive Hybrid Fund(G)-Direct Plan
Groww Aggressive Hybrid Fund(G)-Direct Plan
21.44
41
15.1
13 Dec' 18
28.26
14.83
12.91
N/A
14.95
15.39
14.79
N/A
Unlock
Union Aggressive Hybrid Fund-Reg(G)
Union Aggressive Hybrid Fund-Reg(G)
16.26
594
15.3
18 Dec' 20
29.59
15.36
N/A
N/A
11.83
14.68
N/A
N/A
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Groww Aggressive Hybrid Fund-Reg(G)
Groww Aggressive Hybrid Fund-Reg(G)
19.50
41
13.1
13 Dec' 18
28.26
14.83
12.91
N/A
12.97
13.35
12.82
N/A
Unlock
*Based on the Fund's Ranking within its Category
Great Decisions Ensure Success
Categories: Flexi Cap Funds Large Cap Funds Mid Cap Funds Small Cap Funds Multi Cap Funds Large & Mid Cap Funds Tax Saver Funds Index Funds ETF Funds
Fund House (AMC): Aditya Birla Axis BNP Paribas DSP Franklin HDFC ICICI Bandhan Invesco Kotak L&T
Mirae Motilal PPFAS Quantum Nippon SBI Sundaram Tata UTI NAVI
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FAQ's
SIP refers to periodic investment in an MF. In this option, you commit to invest a pre-decided amount, at regular intervals, and you get allotted Units based on an MF’s NAV. E.g. Suppose you do an SIP of Rs. 1,000. If, for the 1st month its NAV is Rs. 15, you get 66.67 units. For the 2nd, the NAV is Rs. 25, so you get 40 units. For the 3rd, the NAV is Rs. 20, you get 50 units. At the end of 3 months, you have invested Rs. 3,000 and received 156.67 units at an average NAV of Rs. 19.2.
A Direct Plan means you investing directly thru' an AMC/MF website. As there is no Distributor involved, returns generated by this plan will be higher by the percentage fees paid to a Distributor. We, at MoneyWorks4me, encourage investors to invest in Direct Plans.
Regular Plan is when you invest in an MF scheme through a Distributor or Broker. This means you will end up paying some fees to the Distributor. The fees are directly paid by the AMC to a Distributor. For you as an investor, it is reflected in the lower NAV values, and higher Expense Ratio than a Direct Plan
It is the Fund House or the company responsible for managing investors’ money, and in turn, all the MF schemes.
The money collected by an MF Scheme is invested across asset classes like stocks, debt Funds, gold and cash. The market value of these investments at any given time minus the MF’s liabilities is known as the Fund’s AUM. (E.g. If a Fund’s value of investments is Rs. 100 Cr and liabilities Rs 5 Cr., then AUM is Rs. 95 Cr.) Though, a large AUM denotes a Fund’s popularity and success, it also means restrictions on investing (Fund will have to invest mainly in large companies) and difficulty in replicating past high return performance.
It is the price per unit of the MF scheme. On any given day, NAV is the price at which any investor invests in an MF scheme. NAV = [the market value of all the securities held by the scheme minus its liabilities] ÷ the number of units. Since, market value of securities changes every day, NAV of a scheme also changes every day. Similar to a stock price, a high or low NAV does not affect our investment decision.
A Benchmark is a popular index like the SENSEX, NIFTY or BSE 100, against which a Fund’s performance is gauged. A Fund is supposed to choose a Benchmark based upon the market-section it invests in. E.g. a Mid-Cap Fund may use NSE Midcap Index as its Benchmark. It makes sense to invest in an MF, only if it has consistently beaten its Benchmark performance over a 3-5 year period.
The Expense Ratio is the fee charged by a Mutual Fund for managing its investors’ money. It is shown as a percentage of the Assets Under Management (AUM). E.g. if you invest Rs. 10,000 in a Fund with an Expense Ratio of 1.5%, then you are paying the Fund Rs. 150 to manage your money. As a general rule, you are told to avoid Funds with high Expense Ratio. However, it can also turn to be a good investment, if it consistently generates excess returns (Alpha) over its Expense Ratio.
Load is the fees charged for buying (i.e. Entry load) and selling (i.e. Exit load) MF units. SEBI has scrapped the Entry load wef August 1, 2009. Some Funds may charge Investors an Exit load only on early exit (e.g. within a year of investment) to encourage long-term investment behaviour.
Rolling Returns consider performance on every day or week (or any specified frequency) of a defined period, and hence, tell you how you would have fared regardless of when you chose to invest. E.g. A monthly five-year Rolling Return is return from 1-Jan-2013 to 1-Jan-2018, 1-Feb-2013 to 1Feb-2018, subsequently for all months. For 3-yr or 2-yr rolling, the year changes respectively. We advise our users to look at Rolling Alpha, because it allows you to evaluate the consistency of a Fund’s performance over time - including the ups and downs of market cycles.
Choosing growth option means you will not receive extra units for Dividend declared by the Fund. Instead, the amount will stay invested in the Fund, thereby compounding your returns. Choose this option, if you prefer capital appreciation over regular income from your investment.
An Open-ended Fund or Scheme is one that is available for subscription and re-purchase on a continuous basis. These schemes do not have a fixed maturity period. Investors can conveniently buy and sell units at Net Asset Value (NAV) related prices which are declared on a daily basis. The key feature of open-end schemes is liquidity. The opposite is closed ended where the fund cannot be sold very easily.
Every fund is assessed on the following:
  1. Consistent Outperformers : Track record of having generated returns above a benchmark on a 3-year rolling basis. Consistent performers are Green, followed by Orange. Red have an inconsistent track record on outperforming the index.
  2. The average 3-year rolling returns number appears in the first button.
  3. Quality of Portfolio is assessed based on the quality of each stock held. Predominantly high quality stocks get a Green second button, followed by Orange and Red (large amount of risky stocks).
  4. Upside Potential: Every fund is assessed on what returns it could deliver in the next 5 years based on it.
Select the fund that is Green on Performance which shows it has consistently outperformed the index. Select one with a high average 3-year rolling returns - the number in the first button. And select one with a Green rating on Quality-the second button.
Use the Funds Screener and select the category. It shows the funds with Green on Performance and Quality right on the top. The ones with the higher average 3-year rolling returns are ranked the highest. Funds with less than 5 years returns history are colored Grey on Performance. Since the track record is not for an adequately long period they feature lower in the list.
Build a well-diversified portfolio with funds that assures you of a stable growth through market and economic cycles and funds that enhance your portfolio returns over the long run.
  1. Core Funds: Choose from Large cap, Large and Mid cap and Flexicap funds.
  2. Booster Funds
    1. Choose from Mid and Small cap funds.
    2. Select a Sector or Thematic Fund that is likely to outperform in the long term.
Use the Fund Portfolio Analyzer, Sher-ya-Billi to check if your portfolio will deliver healthy returns or disappoint you. Go to Fund Portfolio Analyzer. You can also upload details of your funds in the Portfolio Manager and see the report on this page.
When adding a new fund check how different is the fund compared to your portfolio by using the link in the Right allocation box on the Fund Decision Maker.
Most investors have more, many more funds that they should-over diversified. This tends to reduce returns. Many investors have more of the same i.e. they have funds that have very similar portfolios and hence the fund portfolio is not well-diversified. Either there are too many large cap dominated funds or far too many mid and small cap funds. What you require is a good, balanced mix. Finally investors don't know when to exit a fund and end up carrying it even though the future upside potential is very low.
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Name: Shrikant Jagtap
Email : shrikant.jagtap@moneyworks4me.com
Mobile No: +91 97638 00745
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Name: Mukta Vaze
Email : mukta.vaze@moneyworks4me.com
Mobile No:+91 98609 19463
Principal Officer:
Name: Atharva Bhide
Email : atharva.bhide@moneyworks4me.com
Mobile No:+91 91758 99463
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