Mutual Fund Category AMFI: 'Hybrid Scheme - Aggressive Hybrid Fund', 'Hybrid Schemes - Aggressive Hybrid Fund'

Aggressive Funds

Empirical historical performance, risk metrics vs benchmark, and constituent schemes rolling return analytics.

About this Category

Overview

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% - 35% of total assets.

Goal

Moderately higher returns and slightly lesser risk because of debt component.

Taxation

Generally as equity but it depends on asset allocation over last 12 months of redemption. So ensure you are reading scheme and offer document.

Questions

How does this category perform against equity funds?
What kind of market cap restrictions do aggressive hybrids have?

Analyze rolling returns, drawdowns, win/loss distributions, and risk metrics for the CATEGORY-AGGRESSIVE-FUNDS benchmark series. View Aggressive Funds Series Details

End Amount

₹52,338.54

Initial: ₹10000 (Lumpsum)

Category CAGR

12.75%

Aggressive Funds Return

Benchmark CAGR

11.64%

Nifty 50

Inflation Adj. CAGR

7.53%

Real Annualized Return

Alpha

0.02

Excess Return vs Benchmark

Beta

0.76

Volatility vs Benchmark

Sharpe Ratio

0.55

Risk-Adjusted Return

Sortino Ratio

0.82

Downside Risk-Adjusted Return

Aggressive Funds vs Benchmark vs Inflation

Constituent Mutual Fund Schemes (30) Click column headers to sort by rolling return percentiles across 5-year and 10-year horizons.

Return statistics cached as of October 31, 2026 (cached version)

Scheme Name	2.5Th percentile return for 5 Years	Median percentile return for 5 Years	2.5Th percentile return for 10 Years	Median percentile return for 10 years
Aditya Birla Sun Life Aggressive Hybrid Fund - Direct Plan-Growth MF_120517	4.07%	11.66%	9.83%	12.20%
Axis Aggressive Hybrid Fund - Direct Plan - Growth Option MF_144394	6.14%	13.33%	-	-
BANK OF INDIA AGGRESSIVE HYBRID FUND - DIRECT PLAN GROWTH MF_139527	10.28%	18.73%	15.30%	16.25%
Baroda BNP Paribas Aggressive Hybrid Fund- DIRECT PLAN - GROWTH OPTION MF_150260	-	-	-	-
Bandhan Aggressive Hybrid Fund-Direct Plan Growth MF_140382	9.06%	13.90%	-	-
CANARA ROBECO AGGRESSIVE HYBRID FUND - DIRECT PLAN - GROWTH OPTION MF_118272	8.22%	15.05%	12.18%	14.29%
DSP Aggressive Hybrid Fund - Direct Plan - Growth MF_119019	7.55%	14.68%	11.61%	14.07%
Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option MF_118624	4.79%	13.85%	12.81%	14.34%
Franklin India Aggressive Hybrid Fund - Direct - Growth MF_118546	5.15%	13.08%	11.15%	13.58%
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Direct Plan - Growth option MF_145599	7.47%	14.73%	-	-
HDFC Aggressive Hybrid Fund - Growth Option - Direct Plan MF_119062	2.59%	12.82%	9.89%	11.92%
HSBC Aggressive Hybrid Fund - Direct Growth MF_151122	-	-	-	-
ICICI Prudential Aggressive Hybrid Fund - Direct Plan - Growth MF_120251	6.75%	16.65%	14.90%	17.02%
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth MF_143537	9.02%	15.05%	-	-
JM Aggressive Hybrid Fund (Direct) - Growth Option MF_120484	-0.09%	12.63%	12.24%	13.63%
Kotak Aggressive Hybrid Fund - Direct Plan -Growth MF_133035	4.83%	14.60%	12.69%	14.34%
LIC MF Aggressive Hybrid Fund-Direct Plan-Growth MF_120261	3.48%	10.19%	8.18%	10.37%
Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth MF_147446	-	-	-	-
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth MF_134813	10.15%	14.94%	12.72%	14.30%
Navi Aggressive Hybrid Fund - Direct Plan - Growth MF_143163	10.51%	13.86%	-	-
Nippon India Aggressive Hybrid Fund - Direct Plan Growth Plan MF_118794	1.57%	10.43%	9.75%	11.64%
PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Growth MF_138386	6.88%	11.62%	9.10%	10.10%
quant Aggressive Hybrid Fund-Growth Option-Direct Plan MF_120819	5.00%	18.68%	14.71%	16.95%
SBI AGGRESIVE HYBRID FUND - DIRECT PLAN - Growth MF_119609	7.55%	13.98%	11.81%	13.57%
Shriram Aggressive Hybrid Fund- Direct Growth MF_125711	4.29%	10.50%	9.31%	10.87%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option MF_149601	-	-	-	-
Tata Aggressive Hybrid Fund -Direct Plan- Growth Option MF_119053	3.40%	11.85%	9.59%	12.16%
UTI Aggressive Hybrid Fund -Direct Plan - Growth MF_120674	3.50%	12.55%	11.50%	13.18%
Union Aggressive Hybrid Fund - Direct Plan - Growth Option MF_148592	-	-	-	-
WhiteOak Capital Aggressive Hybrid Fund Direct Plan Growth MF_154392	-	-	-	-