Top 10 Aggressive Hybrid Mutual Funds Delivering Impressive Returns

Explore the top 10 aggressive hybrid mutual funds that have delivered up to 25.27% returns over the past five years, making them a strong choice for investors seeking balanced yet high-growth potential.

Aggressive Hybrid FundsMutual FundsInvestment ReturnsEquitydebt MixMarket VolatilityReal EstateNov 21, 2025

Top 10 Aggressive Hybrid Mutual Funds Delivering Impressive Returns
Real Estate:Hybrid investment funds invest in both equity (stocks or equities) and debt (bonds) to provide a balanced mix of risk and reward. These funds have gained popularity recently as they offer a combination of equity returns and debt stability, which is particularly beneficial during market volatility. A 5-year performance review demonstrates the resilience and medium-term wealth-building potential of these funds for investors today.

Top 10 Aggressive Hybrid Mutual Funds

1. ICICI Prudential Equity & Debt Fund
- 5-year return: 25.27%
- Fund size: ₹48,071.30 Cr
- Expense ratio: 0.93%
- Holding analysis: Equity (73.9%), Debt (17.1%), Cash (6.7%), Real estate (2.2%)
- Key strengths: Balanced equity–debt mix, strong risk management, stable growth style
- Noteworthy observations: Consistent long-term performance; lower volatility compared to pure equity funds

2. Bank of India Mid & Small Cap Equity & Debt Fund
- 5-year return: 22.47%
- Fund size: ₹1,326.16 Cr
- Expense ratio: 0.77%
- Holding analysis: Equity (75.7%), Debt (21.7%), Cash (2.6%)
- Key strengths: Higher small-cap exposure, potential for faster growth
- Noteworthy observations: Slightly higher volatility; performance driven by small-cap cycles

3. Quant Aggressive Hybrid Fund
- 5-year return: 22.30%
- Fund size: ₹2,128.84 Cr
- Expense ratio: 0.78%
- Holding analysis: Equity (74.7%), Debt (22.0%), Cash (1.5%), Real estate (1.8%)
- Key strengths: Dynamic allocation, fast decision-making style, momentum-driven equity picks
- Noteworthy observations: Higher volatility; strong returns in trending markets

4. Mahindra Manulife Aggressive Hybrid Fund
- 5-year return: 20.81%
- Fund size: ₹1,969.84 Cr
- Expense ratio: 0.45%
- Holding analysis: Equity (73.4%), Debt (22.1%), Cash (3.6%), Real estate (0.9%)
- Key strengths: Steady allocation, disciplined stock selection, stable management
- Noteworthy observations: Smooth performance curve, relatively lower downside risk

5. JM Aggressive Hybrid Fund
- 5-year return: 20.54%
- Fund size: ₹815.80 Cr
- Expense ratio: 0.67%
- Holding analysis: Equity (77.8%), Debt (21.3%), Cash (0.9%)
- Key strengths: Moderate equity tilt with controlled risk
- Noteworthy observations: Some inconsistency in short-term performance cycles

6. Edelweiss Aggressive Hybrid Fund
- 5-year return: 20.51%
- Fund size: ₹3,316.79 Cr
- Expense ratio: 0.38%
- Holding analysis: Equity (77.8%), Debt (23.3%), Cash (1.1%)
- Key strengths: Strong equity selection, smart risk balancing
- Noteworthy observations: Stable performance across market phases

7. UTI Aggressive Hybrid Fund
- 5-year return: 19.30%
- Fund size: ₹6,595.50 Cr
- Expense ratio: 1.23%
- Holding analysis: Equity (69.4%), Debt (26.1%), Cash (1.0%), Real estate (3.5%)
- Key strengths: Reliable management team; diversified allocation
- Noteworthy observations: Lower volatility than peers, strong consistency

8. Kotak Aggressive Hybrid Fund
- 5-year return: 18.89%
- Fund size: ₹8,402.00 Cr
- Expense ratio: 0.47%
- Holding analysis: Equity (78.2%), Debt (18.4%), Cash (3.1%), Real estate (0.3%)
- Key strengths: Long-term focus, strong risk controls
- Noteworthy observations: Some short-term dips but solid long-term trend

9. Nippon India Aggressive Hybrid Fund
- 5-year return: 18.64%
- Fund size: ₹4,081.01 Cr
- Expense ratio: 1.08%
- Holding analysis: Equity (71.7%), Debt (19.8%), Cash (3.7%), Real estate (4.7%)
- Key strengths: High equity participation, tactical opportunities
- Noteworthy observations: Slightly higher volatility; improved recent consistency

10. Bandhan Aggressive Hybrid Fund
- 5-year return: 18.47%
- Fund size: ₹1,365.21 Cr
- Expense ratio: 0.73%
- Holding analysis: Equity (77.8%), Debt (19.9%), Cash (2.4%)
- Key strengths: Strong long-term allocation strategy
- Noteworthy observations: Good uptrend performance; moderate volatility

Conclusion
Aggressive hybrid funds are an effective equity-based asset class with moderate risk and growth potential, and a meaningful part of the broader opportunity set. As long as the fund is selected properly and fits into the investor’s risk tolerance profile (along with other factors), they can be a good source of wealth building in the medium-term.

Frequently Asked Questions

What are hybrid mutual funds?

Hybrid mutual funds invest in both equity (stocks) and debt (bonds) to provide a balanced mix of risk and reward. They aim to offer a combination of capital appreciation and income generation.

What is the 5-year return of ICICI Prudential Equity & Debt Fund?

The 5-year return of ICICI Prudential Equity & Debt Fund is 25.27%.

What is the fund size of Bank of India Mid & Small Cap Equity & Debt Fund?

The fund size of Bank of India Mid & Small Cap Equity & Debt Fund is ₹1,326.16 Cr.

What is the expense ratio of Mahindra Manulife Aggressive Hybrid Fund?

The expense ratio of Mahindra Manulife Aggressive Hybrid Fund is 0.45%.

What are the key strengths of UTI Aggressive Hybrid Fund?

The key strengths of UTI Aggressive Hybrid Fund include a reliable management team and a diversified allocation strategy.