Top Performing Hybrid Mutual Funds Short Term-Best Hybrid Funds to Invest in India for Long Term

Top Performing Hybrid Mutual Funds in India for 04-Dec-2021

Top Performing Hybrid Mutual Funds in India for next week of 03-Dec-2021. Looking for top performing hybrid mutual funds in India for 2021? Below are the best performing hybrid mutual funds in India for 2021, measured by their relative performance. Are these the best hybrid mutual funds to invest in right now? Is these the best hybrid mutual funds to invest in India for long term in 2021? Not necessarily. These are the mutual funds that have fared better when compared to other hybrid mutual funds in same category.

There are many hybrid mutual funds that have generated excess returns when compared to their respective benchmark indices. These are the mutual funds that would have created wealth for you, if you would’ve made investments in them via lump sum or via Systematic Investment Plan (SIP). But only the most consistent mutual fund will have the ability to generate wealth over the long term.

Aggressive Hybrid Mutual Funds

NAME 1Y% ER% AUM
SBI Magnum Children’s Benefit Fund Investment Plan 98.5 2.6 322
Quant Absolute Fund 53.6 2.5 106
BOI AXA Mid & Small Cap Equity & Debt Fund 52.8 2.7 346
ICICI Prudential Equity & Debt Fund 47.5 1.8 18740
Franklin India Life Stage FoF 20s 36.3 1.4 12
Mahindra Manulife Hybrid Equity Nivesh Yojana 35.7 2.7 315
UTI Hybrid Equity Fund 35.4 2.0 4326
Baroda Hybrid Equity Fund 34.3 2.6 412
Nippon India Equity Hybrid Fund 32.9 2.0 3500
Kotak Equity Hybrid Fund 32.8 2.2 2132

Conservative Hybrid Mutual Funds

NAME 1Y% ER% AUM
Franklin India Life Stage FoF 40s 28.9 1.4 20
SBI Magnum Children’s Benefit Fund Savings Plan 24.3 1.2 84
Franklin India Life Stage FoF 50s Plus 22.3 1.1 16
SBI Debt Hybrid Fund 15.9 1.1 4369
Aditya Birla Sun Life Regular Savings Fund 15.8 2.0 1310
HDFC Hybrid Debt Fund 15.7 1.9 2676
Sundaram Debt Oriented Hybrid Fund 15.7 2.2 35
UTI Regular Savings Fund 15.4 1.8 1653
Kotak Debt Hybrid Fund 15.3 1.9 1160
Axis Retirement Savings Fund Conservative Plan 13.1 2.1 107

Dynamic Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
Franklin India Dynamic Asset Allocation Fund of Funds 39.0 1.0 1162
HDFC Balanced Advantage Fund 33.1 1.6 42776
Axis Retirement Savings Fund Dynamic Plan 26.5 2.3 306
ITI Balanced Advantage Fund 23.1 2.6 305
Edelweiss Balanced Advantage Fund 22.6 1.8 6331
ICICI Prudential Asset Allocator (FOF) Fund 19.5 1.2 13898
Nippon India Balanced Advantage Fund 19.2 2.1 5130
Tata Balanced Advantage Fund 19.2 2.0 3849
Axis Balanced Advantage Fund 18.1 2.3 1789
Sundaram Balanced Advantage Fund 18.1 2.2 1225

Arbitrage Hybrid Mutual Funds

NAME 1Y% ER% AUM
SBI Arbitrage Opportunities Fund 4.2 0.8 5013
Kotak Equity Arbitrage Fund 4.2 1.0 24430
Aditya Birla Sun Life Arbitrage Fund 4.1 1.0 8942
UTI Arbitrage Fund 4.1 0.9 6067
ICICI Prudential Equity Arbitrage Fund 4.1 0.9 14821
Edelweiss Arbitrage Fund 4.1 1.1 6017
Nippon India Arbitrage Fund 4.1 1.0 12136
Tata Arbitrage Fund 4.0 1.1 11980
Axis Arbitrage Fund 4.0 1.1 3938
BNP Paribas Arbitrage Fund 3.9 1.1 747

Multi Asset Allocation Hybrid Mutual Funds

NAME 1Y% ER% AUM
Quant Multi Asset Fund 53.8 2.3 136
ICICI Prudential Multi Asset Fund 40.3 1.8 12509
Franklin India Multi Asset Solution Fund 27.7 1.4 51
Tata Multi Asset Opportunities Fund 27.5 2.3 1115
Axis Triple Advantage Fund 27.0 2.1 1613
Kotak Multi Asset Allocator FoF Dynamic 26.9 1.1 488
HDFC Multi Asset Fund 25.6 2.3 1257
HSBC Managed Solutions India Moderate 25.5 1.9 72
Aditya Birla Sun Life Financial Planning FoF Aggressive Plan 24.7 1.2 163
HDFC Dynamic PE Ratio FoF 23.8 1.0 31

Equity Savings Hybrid Mutual Funds

NAME 1Y% ER% AUM
Principal Equity Savings Fund 21.0 2.4 118
HDFC Equity Savings Fund 20.4 2.1 2516
Mahindra Manulife Equity Savings Dhan Sanchay Yojana 20.3 2.5 344
Mirae Asset Equity Savings Fund 18.6 1.4 405
L&T Equity Savings Fund 18.0 1.6 102
UTI Equity Savings Fund 16.3 1.5 275
Axis Equity Saver Fund 16.2 2.2 1053
SBI Equity Savings Fund 16.1 1.3 1950
Aditya Birla Sun Life Equity Savings Fund 15.6 2.5 536
Franklin India Equity Savings Fund 15.5 2.1 132

Balanced Hybrid Mutual Funds

NAME 1Y% ER% AUM
Franklin India Life Stage FoF 30s 35.5 1.4 6
UTI Retirement Benefit Pension Fund 21.1 1.7 3622
UTI Children’s Career FundSavings Plan 18.0 1.7 4252
IDFC Asset Allocation Fund Moderate Plan 16.9 1.0 19
Franklin India Pension Fund 11.2 2.3 461

Avg/Max/Min 1 Year Returns (%)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 30.8 98.5 16.5
Conservative Hybrid Mutual Funds 11.8 28.9 2.4
Dynamic Asset Allocation Hybrid Mutual Funds 17.9 39.0 9.2
Arbitrage Hybrid Mutual Funds 3.6 4.2 2.4
Multi Asset Allocation Hybrid Mutual Funds 23.3 53.8 4.7
Equity Savings Hybrid Mutual Funds 14.6 21.0 6.9
Balanced Hybrid Mutual Funds 20.5 35.5 11.2

Avg/Max/Min Expense Ratio (%)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 2.2 2.7 1.4
Conservative Hybrid Mutual Funds 1.8 2.5 0.6
Dynamic Asset Allocation Hybrid Mutual Funds 2.0 2.6 1.0
Arbitrage Hybrid Mutual Funds 1.0 1.2 0.8
Multi Asset Allocation Hybrid Mutual Funds 1.5 2.4 0.5
Equity Savings Hybrid Mutual Funds 2.0 2.7 1.0
Balanced Hybrid Mutual Funds 1.6 2.3 1.0

Avg/Max/Min Net Assets (Cr)

CATEGORY AVG MAX MIN
Aggressive Hybrid Mutual Funds 3201 48043 10
Conservative Hybrid Mutual Funds 561 4369 9
Dynamic Asset Allocation Hybrid Mutual Funds 6432 42776 49
Arbitrage Hybrid Mutual Funds 4495 24430 8
Multi Asset Allocation Hybrid Mutual Funds 975 12509 14
Equity Savings Hybrid Mutual Funds 684 4506 13
Balanced Hybrid Mutual Funds 1672 4252 6

Appendix

  • 1Y% = 1 Year Returns (%)
  • ER% = Expense Ratio (%)
  • AUM = Net Assets (Cr)
  • AVG = Category Average
  • MAX = Category Maximum
  • MIN = Category Minimum

Disclaimer

This Top Performing Hybrid Mutual Funds in India for 2021 were useful for your best performing Hybrid mutual fund analysis. All the plans and schemes listed here are regular mutual fund plans. All the numerical values are rounded off. All the percentage values are absolute values (not annualized values). All the comparisons are relative. Please remember that past performance are just an indication for probabilities of future results. Please read the terms and conditions of website before using any information available on this website.