Aggressive hybrid funds in India
30 live funds in the Aggressive Hybrid category, ordered by 5-year return, highest first; Bank of India Aggressive Hybrid Fund leads. Funds younger than five years follow by name. Returns are for the plan each fund's page leads with, Direct where the fund has one, to each fund's latest NAV, the newest of them on 27 Oct 2026; 3 and 5 year returns are a year, compounded.
- Category median, 1 yearCategory median, 1 year. The middle return among the Aggressive Hybrid category's funds, each over the same window to its own latest NAV, on their Direct plans.
- −4.05%Middle of 29 funds
- Category median, 3 yearsCategory median, 3 years. The middle return among the Aggressive Hybrid category's funds, each over the same window to its own latest NAV, on their Direct plans; a year, compounded.
- +10.53%Middle of 29 funds
- Category median, 5 yearsCategory median, 5 years. The middle return among the Aggressive Hybrid category's funds, each over the same window to its own latest NAV, on their Direct plans; a year, compounded.
- +8.58%Middle of 29 funds
Aggressive Hybrid funds
Size is the average money the fund managed over its latest quarter. Cost is its yearly expense ratio.Filter them in the screener
Bank of India Aggressive Hybrid FundBank of India Mutual FundNAV₹45.24001Y+8.23%3Y+15.76%5Y+13.58%Size₹1,958 CrCost0.86%
ICICI Prudential Aggressive Hybrid FundICICI Prudential Mutual FundNAV₹430.19001Y−5.66%3Y+12.12%5Y+12.13%Size₹52,108 CrCost1.08%
Edelweiss Aggressive Hybrid FundEdelweiss Mutual FundNAV₹73.23001Y−2.79%3Y+12.55%5Y+12.12%Size₹3,918 CrCost0.69%
JM Aggressive Hybrid FundJM Financial Mutual FundNAV₹132.97821Y−6.24%3Y+11.58%5Y+11.70%Size₹692 CrCost1.16%
quant Aggressive Hybrid Fundquant Mutual FundNAV₹487.21891Y+2.11%3Y+13.07%5Y+11.33%Size₹2,165 CrCost1.43%
Kotak Aggressive Hybrid FundKotak Mahindra Mutual FundNAV₹73.21401Y−3.55%3Y+11.88%5Y+10.32%Size₹9,212 CrCost0.64%
Bandhan Aggressive Hybrid FundBandhan Mutual FundNAV₹30.83201Y+0.40%3Y+13.99%5Y+10.21%Size₹2,496 CrCost0.87%
Navi Aggressive Hybrid FundNavi Mutual FundNAV₹25.07851Y+4.36%3Y+12.30%5Y+10.11%Size₹116 CrCost0.69%
Mahindra Manulife Aggressive Hybrid FundMahindra Manulife Mutual FundNAV₹28.44481Y−8.72%3Y+10.54%5Y+9.70%Size₹2,695 CrCost0.84%
HSBC Aggressive Hybrid FundHSBC Mutual FundNAV₹65.37401Y−0.75%3Y+12.61%5Y+9.55%Size₹5,742 CrCost0.97%
Nippon India Aggressive Hybrid FundNippon India Mutual FundNAV₹115.18271Y−5.43%3Y+9.67%5Y+9.27%Size₹4,034 CrCost1.12%
UTI Aggressive Hybrid FundUTI Mutual FundNAV₹419.39261Y−5.46%3Y+9.98%5Y+9.15%Size₹6,714 CrCost1.33%
Baroda BNP Paribas Aggressive Hybrid FundBaroda BNP Paribas Mutual FundNAV₹31.19491Y−3.56%3Y+10.46%5Y+8.81%Size₹1,245 CrCost0.68%
Mirae Asset Aggressive Hybrid FundMirae Asset Mutual FundNAV₹38.00001Y−1.97%3Y+10.94%5Y+8.69%Size₹9,512 CrCost0.63%
Invesco India Aggressive Hybrid FundInvesco Mutual FundNAV₹23.42611Y−8.78%3Y+10.53%5Y+8.58%Size₹776 CrCost0.91%
SBI Aggressive Hybrid FundSBI Mutual FundNAV₹336.00531Y−2.57%3Y+11.62%5Y+8.49%Size₹87,765 CrCost0.76%
Canara Robeco Aggressive Hybrid FundCanara Robeco Mutual FundNAV₹404.51001Y−3.65%3Y+10.64%5Y+8.32%Size₹11,273 CrCost0.69%
Franklin India Aggressive Hybrid FundFranklin Templeton Mutual FundNAV₹291.98601Y−7.94%3Y+8.84%5Y+7.91%Size₹2,353 CrCost1.12%
Union Aggressive Hybrid FundUnion Mutual FundNAV₹19.05001Y−2.76%3Y+10.10%5Y+7.84%Size₹756 CrCost1.59%
DSP Aggressive Hybrid FundDSP Mutual FundNAV₹381.28201Y−7.27%3Y+9.70%5Y+7.80%Size₹11,763 CrCost0.78%
LIC MF Aggressive Hybrid FundLIC Mutual FundNAV₹223.66941Y−2.53%3Y+10.83%5Y+7.66%Size₹550 CrCost1.83%
Shriram Aggressive Hybrid FundShriram Mutual FundNAV₹35.65591Y−4.05%3Y+8.54%5Y+6.96%Size₹51 CrCost0.87%
Tata Aggressive Hybrid FundTata Mutual FundNAV₹470.44761Y−6.69%3Y+7.78%5Y+6.84%Size₹3,977 CrCost1.18%
Sundaram Aggressive Hybrid FundSundaram Mutual FundNAV₹175.52641Y−7.90%3Y+8.28%5Y+6.81%Size₹9,137 CrCost1.15%
Aditya Birla Sun Life Aggressive Hybrid FundAditya Birla Sun Life Mutual FundNAV₹1,658.24001Y−5.88%3Y+9.25%5Y+6.74%Size₹7,143 CrCost1.17%
HDFC Aggressive Hybrid FundHDFC Mutual FundNAV₹118.86801Y−9.41%3Y+6.16%5Y+6.61%Size₹22,246 CrCost1.11%
Groww Aggressive Hybrid FundGroww Mutual FundNAV₹22.31951Y−6.31%3Y+8.57%5Y+6.57%Size₹52 CrCost2.10%
PGIM India Aggressive Hybrid Equity FundPGIM India Mutual FundNAV₹149.70001Y−6.31%3Y+8.99%5Y+5.88%Size₹203 CrCost1.08%
Axis Aggressive Hybrid FundAxis Mutual FundNAV₹22.20001Y−3.98%3Y+9.57%5Y+5.59%Size₹1,462 CrCost1.18%
WhiteOak Capital Aggressive Hybrid FundWhiteOak Capital Mutual FundNAV₹10.06801Y–3Y–5Y–Size₹484 CrCost1.19%
Tax on aggressive hybrid funds
Gains on units held over 12 months are taxed at 12.5% above ₹1.25 lakh a year; gains on units held 12 months or less at 20%.
Rules in force from 23 Jul 2024, checked 27 Oct 2026. Surcharge and cess are not included.
About aggressive hybrid funds in India
Aggressive hybrid funds in India are open-ended mutual funds that put 65% to 80% of their money in shares and 20% to 35% in debt. SEBI defines the category by that split. The mix gives them an equity tax treatment while the debt portion cushions part of the share price swings.
What SEBI requires
SEBI's categorisation circular of 26 Feb 2026 sets two bands for an aggressive hybrid fund: equity and equity-related instruments between 65% and 80% of total assets, and debt instruments between 20% and 35%. The scheme is described as an open-ended hybrid scheme investing predominantly in equity and equity-related instruments, and the scheme name must match the category name.
A fund may hold its residual portion in InvITs (infrastructure investment trusts, which own income-earning infrastructure such as roads and power lines), exchange-traded commodity derivatives, gold ETFs and silver ETFs, within the limits of the mutual fund regulations. Foreign shares and bonds count inside the equity or debt band, not as a separate asset class.
Difference from neighbouring categories
A balanced hybrid fund holds 40% to 60% in equity and 40% to 60% in debt, with no arbitrage allowed. A conservative hybrid fund holds 10% to 25% in equity. Of these three fixed-split categories, the aggressive hybrid fund has the highest equity band.
A dynamic asset allocation fund has no fixed band: the manager moves between equity and debt as the fund's model directs. An aggressive hybrid fund keeps to its 65% to 80% band at all times, and a manager who wants less equity has no room below 65%.
How the funds are run
The manager chooses the share between 65% and 80%, always inside the band. The debt portion is typically government securities, corporate bonds and money market instruments.
Taxation
Because equity stays at or above 65%, an aggressive hybrid fund is taxed as an equity-oriented fund. Units sold within 12 months give short-term capital gains taxed at 20%. Units sold after 12 months give long-term gains, taxed at 12.5% on the part above ₹1.25 lakh in a financial year, with that ₹1.25 lakh exemption shared across all equity shares and equity fund units sold in the year. The rates were not changed in Budget 2026.
What this page lists
The page lists every live aggressive hybrid fund, ordered by 5-year return, highest first. Each return is for the fund's Direct plan (the plan with no distributor commission) where one exists, measured to its latest NAV, with 3-year and 5-year figures compounded yearly. Funds younger than five years follow, sorted by name. The category median for each window is the middle Direct-plan return among the funds with data for that window. Size is the average money the fund managed over its latest quarter, and cost is the yearly expense ratio.