Aggressive hybrid mutual funds invest 65-80% in equity and 20-35% in debt instruments, offering a balanced approach to wealth creation. The equity component drives long-term growth while the debt portion provides stability and cushions the portfolio during market downturns. This makes them suitable for moderately aggressive investors who want equity-like returns with somewhat reduced volatility.
These funds are taxed as equity funds since their equity allocation exceeds 65%. The fund manager actively manages both the equity and debt portions, rebalancing periodically. Aggressive hybrid funds serve as an excellent single-fund solution for investors who want both growth and income components in their portfolio.
| # | Fund Name | NAV (₹) | 1Y Return ▼ | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| 1 | quant Aggressive Hybrid Fund-Growth Option | 509.05 | +11.41% | +16.70% | +15.06% |
| 2 | BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND | 44.60 | +6.04% | +20.48% | +16.96% |
| 3 | Bandhan Aggressive Hybrid Fund | 30.36 | +5.37% | +15.30% | +13.06% |
| 4 | Navi Aggressive Hybrid Fund | 24.06 | +4.33% | +12.76% | +12.11% |
| 5 | HSBC Aggressive Hybrid Fund | 64.64 | +3.79% | +14.15% | — |
| 6 | SBI EQUITY HYBRID FUND | 341.55 | +3.12% | +13.86% | +11.60% |
| 7 | Kotak Aggressive Hybrid Fund | 74.43 | +3.06% | +14.55% | +13.04% |
| 8 | Mirae Asset Aggressive Hybrid Fund | 38.10 | +2.31% | +12.70% | +11.36% |
| 9 | ICICI Prudential Equity & Debt Fund | 437.34 | +1.44% | +16.38% | +16.60% |
| 10 | Shriram Aggressive Hybrid Fund | 35.98 | +0.97% | +11.21% | +9.53% |
| 11 | Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option | 73.35 | +0.94% | +15.36% | +14.88% |
| 12 | Nippon India Aggressive Hybrid Fund - Direct Plan Growth Plan | 116.96 | -0.32% | +12.65% | +11.96% |
| 13 | Baroda BNP Paribas Aggressive Hybrid Fund- DIRECT PLAN - GROWTH OPTION | 31.64 | -0.39% | +13.30% | — |
| 14 | Union Aggressive Hybrid Fund - Direct Plan - Growth Option | 18.72 | -0.53% | +11.54% | +10.49% |
| 15 | CANARA ROBECO EQUITY HYBRID FUND - DIRECT PLAN - GROWTH OPTION | 404.70 | -0.68% | +12.11% | +10.92% |
| 16 | Tata Aggressive Hybrid Fund -Direct Plan- Growth Option | 481.28 | -1.05% | +9.37% | +10.06% |
| 17 | UTI Aggressive Hybrid Fund | 425.74 | -1.19% | +13.17% | +12.65% |
| 18 | Axis Aggressive Hybrid Fund - Direct Plan - Growth Option | 22.01 | -1.65% | +10.04% | +8.77% |
| 19 | LIC MF Aggressive Hybrid Fund | 219.48 | -1.67% | +11.42% | +9.61% |
| 20 | Mahindra Manulife Aggressive Hybrid Fund | 29.33 | -2.30% | +14.22% | +13.51% |
Data sourced from AMFI & mfapi.in. Returns are annualised CAGR. Past performance doesn't guarantee future results. Last updated: 07 Jun 2026
Frequently Asked Questions
What is the equity-debt split in aggressive hybrid funds?
SEBI mandates 65-80% allocation to equity and 20-35% to debt instruments. This fixed range differentiates them from balanced advantage funds which can vary allocation more dynamically.
How are aggressive hybrid funds different from balanced advantage funds?
Aggressive hybrid funds maintain a fixed equity-debt range (65-80% equity), while balanced advantage funds dynamically adjust allocation based on market valuations, sometimes going as low as 30% equity.
Are aggressive hybrid funds good for retirees?
They can work for early retirees with a longer time horizon (10+ years of retirement). The debt component provides stability while equity helps beat inflation. However, pure retirees might prefer balanced advantage or conservative hybrid funds.
What returns do aggressive hybrid funds typically deliver?
Aggressive hybrid funds have historically delivered 10-14% CAGR over 5-10 year periods, with lower volatility compared to pure equity funds due to their debt cushion.