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
LoginAvg 1Y
-0.3%
Avg 3Y
11.4%
Avg 5Y
10.4%
Avg Sharpe
-0.62
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 |
|---|---|---|---|---|---|---|---|---|---|
| 5.0 | -0.9 | 25.8 | 33.7 | -4.8 | 54.5 | 31.1 | -4.7 | -14.2 | |
| -4.0 | 13.3 | 17.2 | 28.2 | 11.7 | 41.7 | 8.9 | 9.3 | -1.9 | |
| 5.5 | 9.3 | 10.5 | 15.7 | 13.3 | 44.5 | 35.9 | 6.0 | -1.6 | |
| -1.4 | 7.7 | 21.0 | 20.4 | -1.1 | 30.8 | 13.9 | 4.7 | -3.8 | |
| -5.5 | -3.1 | 27.0 | 33.8 | 8.1 | 22.9 | 30.5 | -8.1 | 1.7 | |
| -2.9 | 6.0 | 20.2 | 25.4 | 5.3 | 27.1 | 12.7 | 10.4 | -0.1 | |
| 0.4 | 1.4 | 22.7 | 24.3 | — | — | — | — | — | |
| -1.2 | 12.3 | 14.2 | 16.4 | 2.3 | 23.6 | 12.9 | 13.5 | -0.1 | |
| -0.9 | 4.1 | 21.7 | 20.1 | 5.0 | 28.9 | 15.4 | 14.1 | -6.2 | |
| -5.7 | 6.4 | 19.7 | 25.5 | 5.6 | 30.5 | 13.2 | 2.5 | -5.6 | |
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Showing top 15 of 29 funds
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| Fund | Rating | 1Y | Sharpe |
|---|---|---|---|
| Lock | 5.5% | 0.01 | |
| Lock | 1.9% | -0.42 | |
| Lock | 9.3% | 0.31 | |
| Lock | 4.7% | -0.10 | |
| Lock | -5.7% | -0.93 | |
| Lock | 0.5% | -0.52 | |
| Lock | 4.4% | -0.11 | |
| Lock | 2.4% | -0.34 | |
| Lock | 2.6% | -0.25 | |
| Lock | -1.7% | -0.82 | |
| Lock | -3.2% | -0.91 | |
| Lock | 0.1% | -0.56 | |
| Lock | -3.8% | -1.03 | |
| Lock | -1.1% | -0.75 | |
| Lock | 1.9% | -0.37 | |
| Lock | -3.5% | -1.00 | |
| Lock | -0.8% | -0.64 | |
| Lock | -8.4% | -1.42 | |
| Lock | 3.7% | -0.15 | |
| Lock | -1.7% | -0.68 | |
| Lock | -2.0% | -0.79 | |
| Lock | -0.6% | -0.63 | |
| Lock | -3.0% | -0.91 | |
| Lock | 0.4% | -0.59 | |
| Lock | -1.3% | -0.73 | |
| Lock | -1.9% | -0.78 | |
| Lock | -0.9% | -0.65 | |
| Lock | -1.7% | -0.78 | |
| Lock | -6.4% | -1.32 |