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4 Top Rated Aggressive Hybrid Fund Based On 5-Year SIP Returns; Details Here
Many investors are concerned about the market's volatility. If you're putting off making your first equity investment this year, aggressive hybrid funds are a good option. Many mutual fund advisors feel aggressive hybrid fund schemes are excellent for 'conservative' equities investors looking to build wealth and accomplish long-term financial objectives. An aggressive hybrid fund is required to invest in both equities and debt.
Why Aggressive Hybrid Mutual Fund investments are good for investments?
Aggressive Hybrid funds must invest 65-80 percent of their assets in equities and 20-35 percent in debt, according to SEBI regulations. This diversified portfolio aids in the management of volatility. When the stock market is shaky, the debt portion of the portfolio absorbs the shock. This makes it easier for novice investors to keep investing without fear of losing money. Another benefit of investing in these funds is that they have a mixed stock and debt portfolio.
The fund management would regularly book profits to preserve the asset allocation, which would increase returns. To illustrate, imagine that in a bull market, your equity allocation has strayed from your initial goal. To keep the stock allocation, the fund manager would sell the stocks. Over a lengthy period of time, this profit-booking would improve returns.
Annualised Returns
Out of these 4 aggressive hybrid mutual funds, Quant Absolute Fund, BOI AXA Mid & Small Cap Equity & Debt Fund have rated 5 stars, ICICI Prudential Equity & Debt Fund, 3-star, and Kotak Equity Hybrid 4 star by the rating agency CRISIL. Except for Kotak Equity Hybrid, all other 3 funds are highly risky.
These 4 Top rated aggressive hybrid mutual fund Annualised Returns and Annual average returns are as follows:
| Aggressive Hybrid Fund | 1-Year | 2-Year | 3-Year | 5-Year | Since Inception |
|---|---|---|---|---|---|
| Quant Absolute Fund-Direct Plan - Growth | 28.72% | 39.45% | 27.99% | 19.46% | 17.23% |
| BOI AXA Mid & Small Cap Equity & Debt Fund - Direct Plan - Growth | 29.11% | 31.86% | 22.64% | 16.20% | 15.99% |
| ICICI Prudential Equity & Debt Fund- Direct Plan - Growth | 24.29% | 29.41% | 20.56% | 15.25% | 17.06% |
| Kotak Equity Hybrid - Direct Plan - Growth | 12.57% | 22.89% | 19.70% | 13.39% | 12.58% |
Annualised and Absolute SIP Returns In 5-Years
| Aggressive Hybrid Fund | Absolute Returns | Annualised Returns |
|---|---|---|
| Quant Absolute Fund-Direct Plan - Growth | 81.21% | 24.02% |
| BOI AXA Mid & Small Cap Equity & Debt Fund - Direct Plan - Growth | 62.97% | 19.63% |
| ICICI Prudential Equity & Debt Fund- Direct Plan - Growth | 62.28% | 19.45% |
| Kotak Equity Hybrid - Direct Plan - Growth | 50.81% | 16.45% |
Disclaimer
Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.
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