Synopsis- Aggressive hybrid mutual funds steadiness fairness progress potential with debt stability, providing traders a mixture of excessive returns and danger safety.
Aggressive hybrid mutual funds search to supply long-term capital positive aspects by holding their portfolio with massive publicity to equities however having a cushion of debt to guard towards falls. This text will examine the perfect performing schemes within the class that carry out the perfect when it comes to 5 12 months SIP returns, fund dimension, expense ratios and asset allocation in order that the traders could make an knowledgeable determination.
1. ICICI Pru Fairness & Debt Dir Gr
- 5-12 months SIP XIRR: 20.53%
- AUM: ₹44,552 Crores as on 06-08-2025
- Expense Ratio: 0.96%
- NAV: ₹431.54
- Minimal Lump Sum: ₹5,000
- Minimal SIP: ₹100
- It is among the greatest funds on this class with a excessive efficiency which has been pushed by a diversified portfolio and its secure long run efficiency.
2. JM Aggressive Hybrid Dir Gr
- 5-12 months SIP XIRR: 19.77%
- AUM: ₹861 Crores as on 06-08-2025
- Expense Ratio: 0.60%
- NAV: ₹137.05
- Minimal Lump Sum: ₹1,000
- Minimal SIP: ₹100
- This fund has a versatile mandate and a comparatively low expense ratio making it a super fund to traders who need an aggressive fairness allocation. This fund has the best fairness publicity among the many prime 7.
3. Financial institution of India Mid & Small Cap Fairness & Debt Dir Gr
- 5-12 months SIP XIRR: 19.70%
- AUM: ₹1,249 Crores as on 06-08-2025
- Expense Ratio: 0.86%
- NAV: ₹41.32
- Minimal Lump Sum: ₹5,000
- Minimal SIP: ₹1,000
- This can be a mid & small cap equity-focused fund, which is most popular by excessive danger to reward traders having longer funding horizons.
4. Edelweiss Aggressive Hybrid Dir Gr
- 5-12 months SIP XIRR: 18.67%
- AUM: ₹2,925 Crores as on 06-08-2025
- Expense Ratio: 0.40%
- NAV: ₹72.62
- Minimal Lump Sum: ₹100
- Minimal SIP: ₹100
- With a lowest expense ratio among the many prime 7 and a relatively massive allocation to fairness, the fund makes an attempt to establish an equity-driven progress whereas hedging the danger via debt.
5. Mahindra Manulife Aggressive Hybrid Fund Dir Gr
- 5-12 months SIP XIRR: 18.51%
- AUM: ₹1,797 Crores as on 06-08-2025
- Expense Ratio: 0.47%
- NAV: ₹30.11
- Minimal Lump Sum: ₹1,000
- Minimal SIP: ₹500
- This fund has risk-adjusted return-focused publicity to equities and glued earnings devices at a aggressive expense ratio.
Additionally learn: Nippon India Small Cap Direct Progress vs Quant Small Cap Direct Progress – Which is Higher for Funding?
6. Kotak Aggressive Hybrid Fund Dir Gr
- 5-12 months SIP XIRR: 17.04%
- AUM: ₹7,808 Crores as on 06-08-2025
- Expense Ratio: 0.47%
- NAV: ₹73.17
- Minimal Lump Sum: ₹100
- Minimal SIP: ₹100
- One of many common funds within the hybrid class, which delivers regular returns, massive fund dimension and a well-structured strategy to asset allocation.
7. Invesco India Aggressive Hybrid Dir Gr
- 5-12 months SIP XIRR: 16.94%
- AUM: ₹741 Crores as on 06-08-2025
- Expense Ratio: 0.72%
- NAV: ₹25.18
- Minimal Lump Sum: ₹500
- Minimal SIP: ₹500
- The fund has a conservative-aggressive issue with a comparatively excessive debt allocation and therefore, is suitable to moderate-risk traders.
Desk displaying 7 Finest-Performing Aggressive Hybrid Mutual Funds
| Fund Identify | 5Y SIP XIRR | AUM (₹ Cr) | Expense Ratio | NAV (₹) | Min Lump Sum | Min SIP |
| ICICI Pru Fairness & Debt Dir Gr | 20.53% | 44,552 | 0.96% | 431.54 | ₹5,000 | ₹100 |
| JM Aggressive Hybrid Dir Gr | 19.77% | 861 | 0.60% | 137.05 | ₹1,000 | ₹100 |
| Financial institution of India Mid & Small Cap Fairness & Debt Dir Gr | 19.70% | 1,249 | 0.86% | 41.32 | ₹5,000 | ₹1,000 |
| Edelweiss Aggressive Hybrid Dir Gr | 18.67% | 2,925 | 0.40% | 72.62 | ₹100 | ₹100 |
| Mahindra Manulife Aggressive Hybrid Dir Gr | 18.51% | 1,797 | 0.47% | 30.11 | ₹1,000 | ₹500 |
| Kotak Aggressive Hybrid Fund Dir Gr | 17.04% | 7,808 | 0.47% | 73.17 | ₹100 | ₹100 |
| Invesco India Aggressive Hybrid Dir Gr | 16.94% | 741 | 0.72% | 25.18 | ₹500 | ₹500 |
Fairness / Debt / Money Allocation Desk
| Fund Identify | Fairness | Debt | Money | Actual Property |
| ICICI Pru Fairness & Debt Dir Gr | 73.1% | 21.3% | 3.0% | 2.3% |
| JM Aggressive Hybrid Dir Gr | 79.0% | 19.5% | 1.3% | — |
| Financial institution of India Mid & Small Cap Fairness & Debt | 74.4% | 22.5% | 3.0% | — |
| Edelweiss Aggressive Hybrid Dir Gr | 77.0% | 16.6% | 6.3% | — |
| Mahindra Manulife Aggressive Hybrid Fund | 76.4% | 19.6% | 2.7% | 1.1% |
| Kotak Aggressive Hybrid Fund | 75.3% | 20.2% | 4.0% | 0.2% |
| Invesco India Aggressive Hybrid Dir Gr | 65.3% | 27.3% | 7.3% | — |
- ICICI Pru Fairness & Debt Dir Gr has the perfect balanced strategy with some allocation to actual property too.
- JM Aggressive Hybrid Dir Gr has the best allocation in fairness.
- Invesco India Aggressive Hybrid Dir Gr is the most secure wager within the prime 7 because of their excessive debt publicity and extra proportion in money.
Ultimate Ideas
ICICI Prudential Fairness and Debt has a superb mixture of fairness and debt publicity and it’s a pretty balanced scheme with various asset publicity together with actual estates. Those that need to have a much bigger equity-driven progress can have a look towards JM Aggressive Hybrid and a extra conservative investor can select Invesco India Aggressive Hybrid with a much bigger degree of debt and money. Lastly, fund choice should mirror the traders return goal and danger tolerance in an aggressive hybrid class.
Written by Prajwal Hegde
