Aggressive Hybrid Mutual Funds
All 35 aggressive hybrid funds, Direct Growth plans, compared on returns, risk and cost. NAV as of 7 Oct 2026.
Category average
+10.8%
3 years, a year
Category average
+9.7%
5 years, a year
Category average
12.0%
Volatility, 3 years
Category average
0.96%
Expense ratio
Against the CRISIL Hybrid 35+65 - Aggressive Fund Index: 28 of 34 funds with at least 5 calendar years of history returned more than the index in at least half of the years from 2017 to 2026. The 2026 figure is year to date.
Aggressive Hybrid funds compared
| Fund | 1Y | 3Y a year | 5Y a year | Volatility 3Y | Worst fall 5Y | Years ahead of index | Expense | Fund size |
|---|---|---|---|---|---|---|---|---|
| +14.4% | +16.7% | +14.4% | 15.6% | -21.5% | 6 of 10 | 0.88% | ₹2,051 Cr | |
| -1.9% | +12.5% | +13.2% | 10.7% | -11.2% | 7 of 10 | 1.05% | ₹52,454 Cr | |
| +0.4% | +12.4% | +12.8% | 11.6% | -12.0% | 7 of 10 | 0.74% | ₹3,998 Cr | |
| -1.2% | +12.0% | +12.5% | 13.9% | -17.0% | 6 of 10 | 1.16% | ₹700 Cr | |
| -2.2% | +12.8% | +12.3% | 12.2% | -13.0% | 7 of 10 | 0.38% | ₹9,431 Cr | |
| +5.9% | +13.1% | +12.1% | 14.9% | -18.6% | 6 of 10 | 1.39% | ₹2,158 Cr | |
| +0.6% | +12.3% | +11.5% | 13.2% | -14.6% | 7 of 10 | 0.61% | ₹9,335 Cr | |
| +5.1% | +14.0% | +11.2% | 12.7% | -15.5% | 5 of 10 | 0.87% | ₹2,610 Cr | |
| +7.6% | +12.4% | +11.2% | 12.0% | -12.8% | 5 of 8 | 0.67% | ₹118 Cr | |
| -4.1% | +10.9% | +10.9% | 11.8% | -13.4% | 7 of 7 | 0.91% | ₹2,791 Cr | |
| +4.4% | +13.2% | +10.5% | 13.9% | -19.6% | 5 of 10 | 0.93% | ₹5,870 Cr | |
| -1.5% | +9.9% | +10.3% | 11.0% | -12.9% | 6 of 10 | 1.12% | ₹4,072 Cr | |
| -0.4% | +11.3% | +10.3% | 14.1% | -17.6% | 6 of 10 | 0.23% | ₹263 Cr | |
| -2.0% | +9.9% | +10.2% | 11.0% | -12.3% | 6 of 10 | 1.26% | ₹6,740 Cr | |
| +5.8% | +12.2% | +10.1% | 12.4% | -18.1% | 5 of 10 | 0.24% | ₹48 Cr | |
| +5.1% | +11.8% | +9.6% | 12.3% | -13.9% | 4 of 10 | 0.08% | ₹23 Cr | |
| +1.2% | +10.3% | +9.5% | 10.2% | -10.9% | 4 of 10 | 0.56% | ₹45 Cr | |
| -1.0% | +10.2% | +9.4% | 11.4% | -12.9% | 6 of 9 | 0.68% | ₹1,259 Cr | |
| +1.2% | +10.6% | +9.3% | 11.6% | -13.5% | 7 of 10 | 0.62% | ₹9,596 Cr | |
| +1.6% | +11.5% | +9.2% | 10.9% | -12.7% | 6 of 10 | 0.73% | ₹88,668 Cr | |
| -6.6% | +10.4% | +9.2% | 12.7% | -15.0% | 5 of 8 | 0.89% | ₹777 Cr | |
| +2.6% | +11.4% | +8.8% | 12.3% | -15.1% | 4 of 10 | 1.73% | ₹562 Cr | |
| +1.5% | +10.2% | +8.7% | 11.8% | -15.1% | 4 of 6 | 1.66% | ₹777 Cr | |
| -1.1% | +10.2% | +8.6% | 11.6% | -14.1% | 7 of 10 | 0.65% | ₹11,396 Cr | |
| -4.4% | +8.8% | +8.6% | 10.6% | -13.4% | 5 of 10 | 1.09% | ₹2,365 Cr | |
| -4.6% | +9.2% | +8.4% | 11.2% | -17.3% | 7 of 10 | 0.79% | ₹11,759 Cr | |
| -3.6% | +8.5% | +7.9% | 11.7% | -13.7% | 4 of 10 | 1.17% | ₹9,272 Cr | |
| -3.6% | +8.2% | +7.8% | 11.6% | -14.3% | 6 of 8 | 2.07% | ₹53 Cr | |
| -6.2% | +5.8% | +7.7% | 10.8% | -12.6% | 6 of 10 | 1.11% | ₹22,297 Cr | |
| -2.8% | +7.4% | +7.6% | 12.0% | -14.1% | 4 of 10 | 1.26% | ₹4,069 Cr | |
| -1.6% | +9.2% | +7.5% | 11.5% | -14.8% | 5 of 10 | 1.17% | ₹7,210 Cr | |
| -0.3% | +8.9% | +7.5% | 11.8% | -16.2% | 4 of 10 | 0.86% | ₹51 Cr | |
| -0.5% | +8.8% | +6.3% | 11.3% | -17.3% | 4 of 8 | 1.17% | ₹1,471 Cr | |
| -3.9% | +8.4% | +6.1% | 11.0% | -20.4% | 5 of 10 | 1.10% | ₹204 Cr | |
| N/A | N/A | N/A | N/A | N/A | N/A | 1.91% | ₹542 Cr |
Ordered by 5-year annualised return, highest first; funds younger than 5 years follow by 3-year, then 1-year return.Years ahead of index counts the calendar years from 2017 to 2026 in which the fund returned more than the CRISIL Hybrid 35+65 - Aggressive Fund Index. Returns over 3 years and longer are compounded annual returns. Volatility is the annualised standard deviation of monthly returns. Worst fall is the largest drop from a peak in the last 5 years. N/A means the fund is too young for that period.
What a aggressive hybrid fund is
Aggressive hybrid funds keep 65% to 80% in shares and 20% to 35% in bonds.
Source: SEBI categorisation of mutual fund schemes, 6 October 2017, as amended.
Investing from the UAE
NRIs living in the UAE can generally invest once KYC is complete, paying from an NRE or NRO bank account. Some fund houses do not accept residents of the United States or Canada, or accept them only offline. The UAE does not levy personal income tax, and the India UAE tax treaty may affect how gains are treated, so confirm your own position with a tax adviser.
Questions
How are these aggressive hybrid funds ordered?
By 5-year annualised return, highest first. Funds younger than 5 years follow, ordered by 3-year return and then 1-year return. Every figure is worked out from each fund's own Direct Growth NAV, the same way for every fund. We do not label any fund as the best.
Can NRIs living in the UAE invest in aggressive hybrid funds?
Generally yes, once KYC is complete, paying from an NRE or NRO bank account. Some fund houses do not accept investments from residents of the United States or Canada, or accept them only offline, so check the fund house's current policy if that applies to you.
How are gains taxed for NRIs?
For equity funds, India taxes gains on units held for 12 months or less at 20%, and gains on units held longer at 12.5% on the amount above ₹1.25 lakh in a financial year, plus cess and any surcharge. For NRIs the fund house deducts this tax when you redeem. The outcome depends on your tax residence and facts, so confirm your position with a tax adviser.
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