Best Aggressive Hybrid Mutual Funds December 2024

  • Invesco India Aggressive Hybrid Fund has exhibited very good performance in the Aggressive Hybrid Fund category. The fund has rank of 5 out of 26 funds in the category. The fund has delivered return of 20.68% in 1 year, 13.02% in 3 years and 14.01% in 5 years. The category average for the same periods is 13.62%, 11.2% and 15.35% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 10.25, …
  • UTI Aggressive Hybrid Fund has shown very good performance in the Aggressive Hybrid Fund category. The fund has rank of 3 out of 26 funds in the category. The fund has delivered return of 16.24% in 1 year, 14.02% in 3 years, 17.33% in 5 years and 11.7% in 10 years. The category average for the same periods is 13.62%, 11.2%, 15.35% and 11.15% respectively, which shows good return performance of fund in the category. The fund has exhibited standard …
  • Edelweiss Aggressive Hybrid Fund has shown very good performance in the Aggressive Hybrid Fund category. The fund has rank of 2 out of 26 funds in the category. The fund has delivered return of 16.34% in 1 year, 14.35% in 3 years, 16.83% in 5 years and 11.88% in 10 years. The category average for the same periods is 13.62%, 11.2%, 15.35% and 11.15% respectively, which shows very good return performance of fund in the category. The fund has exhibited …
  • Bank of India Mid & Small Cap Equity & Debt Fund has exhibited good performance in the Aggressive Hybrid Fund category. The fund has rank of 6 out of 26 funds in the category. The fund has delivered return of 17.9% in 1 year, 13.98% in 3 years and 24.31% in 5 years. The category average for the same periods is 13.62%, 11.2% and 15.35% respectively, which shows very good return performance of fund in the category. The fund has …
  • Kotak Equity Hybrid Fund has shown very good performance in the Aggressive Hybrid Fund category. The fund has rank of 4 out of 26 funds in the category. The fund has delivered return of 17.46% in 1 year, 12.41% in 3 years, 16.65% in 5 years and 12.32% in 10 years. The category average for the same periods is 13.62%, 11.2%, 15.35% and 11.15% respectively, which shows good return performance of fund in the category. The fund has exhibited standard …
  • JM Aggressive Hybrid Fund is the top performing fund in the Aggressive Hybrid Fund category. The fund has delivered return of 16.73% in 1 year, 18.58% in 3 years, 22.65% in 5 years and 12.01% in 10 years. The category average for the same periods is 13.62%, 11.2%, 15.35% and 11.15% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 11.14, VaR of -9.81, Average Drawdown of -3.14, Semi Deviation …

Full review at the fund page (link in the table below.)

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
1
16.73% 18.58% 22.65% 14.45% 12.01% 18.82% 20.17% 24.03% 15.72% 13.14% 11.14% -7.58% -9.81% % 0.80 1.27
2
16.34% 14.35% 16.83% 13.32% 11.88% 18.29% 16.44% 18.93% 15.17% 13.33% 9.65% -7.93% -10.58% % 0.46 0.91
3
16.24% 14.02% 17.33% 11.66% 11.70% 16.98% 14.73% 18.11% 12.41% 12.41% 9.72% -6.94% -10.63% % 0.47 0.90
4
17.46% 12.41% 16.65% 12.86% 12.32% 19.05% 13.97% 18.25% 14.37% 13.89% 9.27% -6.90% -10.80% % 0.42 0.82
5
20.68% 13.02% 14.01% % % 22.67% 14.87% 15.86% % % 10.25% -11.86% -11.29% % 0.40 0.77
6
17.90% 13.98% 24.31% 13.78% % 19.38% 15.21% 25.56% 14.87% % 13.61% -18.23% -19.78% % 0.34 0.68
7
14.25% 12.38% 15.22% 11.82% 11.24% 15.45% 13.56% 16.41% 13.02% 12.54% 9.26% -8.42% -11.54% % 0.38 0.76
8
16.36% 12.86% 17.68% % % 18.27% 14.90% 19.85% % % 10.95% -8.95% -11.96% % 0.37 0.70
9
12.65% 12.61% 12.18% 8.20% 9.56% 13.57% 13.50% 13.07% 9.12% 10.64% 9.57% -7.29% -11.62% % 0.40 0.79
10
15.24% 16.62% 20.40% 15.38% 14.58% 15.94% 17.29% 21.06% 16.13% 15.56% 9.44% -6.76% -8.42% % 0.61 1.15
11
15.44% 10.29% 14.96% 10.65% % 16.96% 11.72% 16.44% 12.14% % 10.55% -11.61% -13.32% % 0.25 0.51
12
16.42% 11.14% 14.86% 11.99% 12.06% 17.64% 12.30% 16.04% 13.14% 13.20% 11.02% -13.85% -11.09% % 0.26 0.48
13
9.92% 10.66% 14.65% 9.52% 9.60% 10.65% 11.37% 15.38% 10.27% 10.33% 8.77% -6.71% -9.77% % 0.32 0.62
14
12.54% 9.72% 14.52% 12.35% 11.72% 13.81% 11.01% 15.87% 13.69% 13.00% 9.56% -10.04% -9.98% % 0.24 0.46
15
13.18% 8.74% 10.51% 8.74% 7.75% 14.41% 9.92% 11.77% 10.00% 8.94% 9.50% -11.42% -12.79% % 0.18 0.36
16
11.57% 9.95% 11.92% % % 13.66% 12.01% 13.99% % % 9.60% -9.11% -11.21% % 0.22 0.43
17
11.68% 9.91% 13.47% 10.11% 9.86% 12.74% 10.97% 14.58% 11.30% 10.94% 9.51% -6.12% -10.80% % 0.26 0.51
18
12.77% 9.19% 13.01% 9.18% 9.80% 13.63% 10.05% 13.90% 10.09% 10.83% 9.89% -10.66% -13.20% % 0.18 0.36
19
10.11% 8.57% % % % 11.34% 9.77% % % % 9.91% -11.59% -11.43% % 0.18 0.35
20
12.81% 9.29% 12.88% 11.15% 11.25% 13.57% 10.04% 13.65% 11.95% 12.19% 9.18% -8.25% -11.17% % 0.18 0.37
21
11.30% 9.33% 13.46% 11.37% % 12.80% 10.83% 15.06% 13.00% % 9.84% -9.36% -11.62% % 0.20 0.39
22
7.21% 8.57% 11.22% 9.36% 8.61% 8.97% 10.30% 12.97% 10.96% 9.93% 9.99% -7.92% -11.09% % 0.20 0.41
24
7.96% 8.54% 11.74% % % 9.55% 10.08% 13.59% % % 9.85% -9.30% -12.69% % 0.19 0.38
25
13.84% 5.71% 11.17% % % 15.06% 6.96% 12.58% % % 11.17% -14.44% -13.27% % 0.03 0.02
26
8.45% 11.19% 22.75% 16.36% 14.53% 9.84% 12.83% 24.11% 17.60% 15.40% 12.97% -10.90% -13.72% % 0.22 0.42

Return Calculated On: 17 January 2025

Ratios Calculated On: 31 December 2024

As On: 17 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Hybrid 95 Fund
-0.27
-0.88
-4.61
-4.84
-3.34
12.77
9.19
13.01
9.18
9.80
11.63
Baroda BNP Paribas Aggressive Hybrid Fund
0.01
-0.40
-4.07
-4.22
-1.83
15.95
Bank of India Mid & Small Cap Equity & Debt Fund
-0.03
-0.08
-7.61
-4.50
-2.95
17.90
13.98
24.31
13.78
Canara Robeco Equity Hybrid Fund
-0.16
-0.24
-4.69
-4.66
-2.06
12.54
9.72
14.52
12.35
11.72
12.90
Dsp Equity & Bond Fund
-0.31
-0.55
-3.49
-3.99
0.14
16.42
11.14
14.86
11.99
12.06
12.04
Edelweiss Aggressive Hybrid Fund
-0.15
-0.71
-3.28
-4.10
-1.51
16.34
14.35
16.83
13.32
11.88
11.40
Navi Aggressive Hybrid Fund
0.09
0.19
-3.53
-3.46
-0.75
11.57
9.95
11.92
Franklin India Equity Hybrid Fund
-0.34
-0.86
-3.94
-3.26
-1.28
14.25
12.38
15.22
11.82
11.24
12.40
Hdfc Hybrid Equity Fund
-0.43
-0.82
-4.45
-3.71
-3.56
9.92
10.66
14.65
9.52
9.60
10.21
Icici Prudential Equity & Debt Fund
-0.04
0.31
-2.50
-4.67
-2.32
15.24
16.62
20.40
15.38
14.58
15.62
Bandhan Hybrid Equity Fund
-0.46
-1.02
-5.79
-4.24
1.46
15.44
10.29
14.96
10.65
Groww Aggressive Hybrid Fund
-0.38
-0.84
-6.40
-6.35
-6.87
7.96
8.54
11.74
Invesco India Aggressive Hybrid Fund
-0.71
-1.59
-5.99
-4.30
1.21
20.68
13.02
14.01
JM Aggressive Hybrid Fund
-0.57
-1.56
-7.34
-7.60
-6.06
16.73
18.58
22.65
14.45
12.01
11.90
Kotak Equity Hybrid Fund
-0.49
-1.43
-5.60
-5.03
-2.25
17.46
12.41
16.65
12.86
12.32
LIC MF Aggressive Hybrid Fund
-0.25
-0.67
-5.36
-5.36
-2.84
13.18
8.74
10.51
8.74
7.75
8.28
Mahindra Manulife Aggressive Hybrid Fund
-0.32
-0.64
-4.56
-4.30
-3.01
16.36
12.86
17.68
Mirae Asset Aggressive Hybrid Fund
-0.30
-0.23
-4.46
-5.52
-3.71
11.30
9.33
13.46
11.37
Quant Absolute Fund
0.62
1.48
-2.55
-7.29
-9.40
8.45
11.19
22.75
16.36
14.53
13.19
Nippon India Equity Hybrid Fund
-0.25
-0.74
-4.92
-5.10
-2.32
12.65
12.61
12.18
8.20
9.56
Sbi Equity Hybrid Fund
-0.28
-0.19
-3.71
-3.53
-2.58
12.81
9.29
12.88
11.15
11.25
12.13
Shriram Aggressive Hybrid Fund
-0.01
-1.46
-5.96
-7.57
-8.22
7.21
8.57
11.22
9.36
8.61
Sundaram Aggressive Hybrid Fund
-0.39
-1.43
-4.28
-5.23
-2.46
12.76
9.58
Tata Hybrid Equity Fund
-0.18
-0.48
-3.88
-5.24
-3.54
11.68
9.91
13.47
10.11
9.86
12.01
Union Aggressive Hybrid Fund
-0.24
-0.94
-5.27
-4.63
-3.10
10.11
8.57
UTI Aggressive Hybrid Fund
-0.36
-0.76
-4.53
-4.44
-2.26
16.24
14.02
17.33
11.66
11.70
11.51
Axis Equity Hybrid Fund
-0.31
-0.46
-4.24
-4.99
-1.52
13.84
5.71
11.17

As On: 17 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Hybrid 95 Fund
-0.27
-0.86
-4.55
-4.66
-2.97
13.63
10.05
13.90
10.09
10.83
Baroda BNP Paribas Aggressive Hybrid Fund
0.01
-0.37
-3.94
-3.83
-1.03
17.86
Bank of India Mid & Small Cap Equity & Debt Fund
-0.02
-0.02
-7.50
-4.19
-2.33
19.38
15.21
25.56
14.87
Canara Robeco Equity Hybrid Fund
-0.15
-0.22
-4.60
-4.39
-1.50
13.81
11.01
15.87
13.69
13.00
Dsp Equity & Bond Fund
-0.30
-0.53
-3.41
-3.74
0.66
17.64
12.30
16.04
13.14
13.20
Edelweiss Aggressive Hybrid Fund
-0.15
-0.70
-3.16
-3.73
-0.73
18.29
16.44
18.93
15.17
13.33
Navi Aggressive Hybrid Fund
0.09
0.22
-3.37
-3.01
0.18
13.66
12.01
13.99
Franklin India Equity Hybrid Fund
-0.33
-0.84
-3.85
-2.99
-0.75
15.45
13.56
16.41
13.02
12.54
Hdfc Hybrid Equity Fund
-0.43
-0.81
-4.40
-3.55
-3.24
10.65
11.37
15.38
10.27
10.33
Icici Prudential Equity & Debt Fund
-0.04
0.32
-2.46
-4.52
-2.03
15.94
17.29
21.06
16.13
15.56
Bandhan Hybrid Equity Fund
-0.46
-0.99
-5.69
-3.92
2.13
16.96
11.72
16.44
12.14
Groww Aggressive Hybrid Fund
-0.38
-0.81
-6.28
-6.00
-6.19
9.55
10.08
13.59
Invesco India Aggressive Hybrid Fund
-0.71
-1.56
-5.87
-3.93
2.05
22.67
14.87
15.86
JM Aggressive Hybrid Fund
-0.57
-1.53
-7.21
-7.22
-5.26
18.82
20.17
24.03
15.72
13.14
Kotak Equity Hybrid Fund
-0.49
-1.41
-5.50
-4.72
-1.60
19.05
13.97
18.25
14.37
13.89
LIC MF Aggressive Hybrid Fund
-0.24
-0.65
-5.27
-5.10
-2.31
14.41
9.92
11.77
10.00
8.94
Mahindra Manulife Aggressive Hybrid Fund
-0.32
-0.61
-4.43
-3.92
-2.22
18.27
14.90
19.85
Mirae Asset Aggressive Hybrid Fund
-0.29
-0.20
-4.35
-5.20
-3.06
12.80
10.83
15.06
13.00
Quant Absolute Fund
0.63
1.50
-2.44
-6.99
-8.80
9.84
12.83
24.11
17.60
15.40
Nippon India Equity Hybrid Fund
-0.25
-0.73
-4.85
-4.91
-1.92
13.57
13.50
13.07
9.12
10.64
Sbi Equity Hybrid Fund
-0.28
-0.18
-3.65
-3.37
-2.25
13.57
10.04
13.65
11.95
12.19
Shriram Aggressive Hybrid Fund
-0.01
-1.43
-5.82
-7.16
-7.44
8.97
10.30
12.97
10.96
9.93
Sundaram Aggressive Hybrid Fund
-0.39
-1.40
-4.19
-4.96
-1.90
14.05
10.88
Tata Hybrid Equity Fund
-0.18
-0.47
-3.80
-5.02
-3.09
12.74
10.97
14.58
11.30
10.94
Union Aggressive Hybrid Fund
-0.23
-0.90
-5.20
-4.38
-2.54
11.34
9.77
UTI Aggressive Hybrid Fund
-0.36
-0.75
-4.48
-4.28
-1.95
16.98
14.73
18.11
12.41
12.41
Axis Equity Hybrid Fund
-0.33
-0.47
-4.21
-4.77
-0.98
15.06
6.96
12.58

As On: 17 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Hybrid 95 Fund
3.82
13.58
14.40
12.77
11.36
12.01
Baroda BNP Paribas Aggressive Hybrid Fund
5.44
Bank of India Mid & Small Cap Equity & Debt Fund
6.18
22.31
23.74
21.04
Canara Robeco Equity Hybrid Fund
4.62
14.18
14.62
14.26
13.35
13.61
Dsp Equity & Bond Fund
10.17
17.30
16.31
15.23
13.78
13.49
Edelweiss Aggressive Hybrid Fund
7.20
18.57
19.02
17.04
14.74
13.42
Navi Aggressive Hybrid Fund
5.81
13.94
14.14
Franklin India Equity Hybrid Fund
5.84
16.54
16.80
15.16
13.25
13.34
Hdfc Hybrid Equity Fund
2.61
12.58
15.20
14.01
12.31
11.69
Icici Prudential Equity & Debt Fund
4.33
19.20
22.43
20.00
17.43
16.74
Bandhan Hybrid Equity Fund
8.56
15.85
16.40
14.60
Groww Aggressive Hybrid Fund
-2.93
11.47
12.71
Invesco India Aggressive Hybrid Fund
11.04
19.85
17.39
JM Aggressive Hybrid Fund
0.97
23.29
23.26
19.95
16.12
14.11
Kotak Equity Hybrid Fund
7.14
16.61
17.89
16.63
14.61
LIC MF Aggressive Hybrid Fund
3.33
13.65
12.86
11.77
10.35
9.61
Mahindra Manulife Aggressive Hybrid Fund
6.11
17.65
18.48
Mirae Asset Aggressive Hybrid Fund
2.73
13.06
14.14
13.55
Quant Absolute Fund
-6.50
12.29
19.16
19.54
17.45
16.11
Nippon India Equity Hybrid Fund
3.60
15.95
17.09
13.53
11.44
Sbi Equity Hybrid Fund
5.07
12.92
13.79
13.28
12.53
13.19
Shriram Aggressive Hybrid Fund
-4.93
11.30
12.03
11.25
10.34
Sundaram Aggressive Hybrid Fund
3.71
13.62
Tata Hybrid Equity Fund
2.08
12.72
14.52
13.25
11.58
12.40
Union Aggressive Hybrid Fund
1.96
12.93
UTI Aggressive Hybrid Fund
6.92
18.23
19.19
16.69
14.27
13.18
Axis Equity Hybrid Fund
6.04
11.66
11.98

As On: 17 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Hybrid 95 Fund
4.64
14.47
15.31
13.65
12.29
Baroda BNP Paribas Aggressive Hybrid Fund
7.21
Bank of India Mid & Small Cap Equity & Debt Fund
7.55
23.69
25.06
22.22
Canara Robeco Equity Hybrid Fund
5.83
15.50
15.98
15.60
14.68
Dsp Equity & Bond Fund
11.35
18.52
17.52
16.40
14.93
Edelweiss Aggressive Hybrid Fund
8.97
20.66
21.19
19.07
16.47
Navi Aggressive Hybrid Fund
7.83
16.08
16.29
Franklin India Equity Hybrid Fund
6.99
17.79
18.03
16.34
14.47
Hdfc Hybrid Equity Fund
3.30
13.32
15.97
14.75
13.03
Icici Prudential Equity & Debt Fund
4.97
19.91
23.13
20.68
18.23
Bandhan Hybrid Equity Fund
10.03
17.37
17.93
16.07
Groww Aggressive Hybrid Fund
-1.47
13.03
14.45
Invesco India Aggressive Hybrid Fund
12.89
21.80
19.29
JM Aggressive Hybrid Fund
2.79
25.19
24.86
21.34
17.29
Kotak Equity Hybrid Fund
8.62
18.21
19.55
18.20
16.13
LIC MF Aggressive Hybrid Fund
4.48
14.88
14.12
13.00
11.57
Mahindra Manulife Aggressive Hybrid Fund
7.88
19.69
20.65
Mirae Asset Aggressive Hybrid Fund
4.15
14.60
15.75
15.16
Quant Absolute Fund
-5.25
13.88
20.66
20.94
18.58
Nippon India Equity Hybrid Fund
4.47
16.89
18.03
14.40
12.39
Sbi Equity Hybrid Fund
5.79
13.69
14.58
14.06
13.37
Shriram Aggressive Hybrid Fund
-3.30
13.14
13.83
12.98
11.88
Sundaram Aggressive Hybrid Fund
4.92
14.96
Tata Hybrid Equity Fund
3.06
13.81
15.65
14.36
12.70
Union Aggressive Hybrid Fund
3.15
14.20
UTI Aggressive Hybrid Fund
7.62
18.98
19.96
17.44
14.99
Axis Equity Hybrid Fund
7.19
12.93
13.35

Performance Indicators


Calculated On: 31 December 2024

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Equity Hybrid 95 Fund -13.20 -10.66 -4.98 9.89 7.15
Bank Of India Mid & Small Cap Equity & Debt Fund -19.78 -18.23 -6.37 13.61 9.86
Canara Robeco Equity Hybrid Fund -9.98 -10.04 -4.39 9.56 6.50
Dsp Equity & Bond Fund -11.09 -13.85 -5.11 11.02 7.33
Edelweiss Aggressive Hybrid Fund -10.58 -7.93 -3.35 9.65 6.94
Navi Aggressive Hybrid Fund -11.21 -9.11 -3.60 9.60 6.57
Franklin India Equity Hybrid Fund -11.54 -8.42 -4.07 9.26 6.59
Hdfc Hybrid Equity Fund -9.77 -6.71 -3.18 8.77 6.06
Icici Prudential Equity & Debt Fund -8.42 -6.76 -2.59 9.44 6.91
Bandhan Hybrid Equity Fund -13.32 -11.61 -5.01 10.55 7.55
Groww Aggressive Hybrid Fund -12.69 -9.30 -4.69 9.85 6.87
Invesco India Aggressive Hybrid Fund -11.29 -11.86 -5.36 10.25 7.18
Jm Aggressive Hybrid Fund -9.81 -7.58 -3.14 11.14 7.52
Kotak Equity Hybrid Fund -10.80 -6.90 -3.70 9.27 6.54
Lic Mf Aggressive Hybrid Fund -12.79 -11.42 -5.78 9.50 6.61
Mahindra Manulife Aggressive Hybrid Fund -11.96 -8.95 -4.78 10.95 7.59
Mirae Asset Aggressive Hybrid Fund -11.62 -9.36 -4.59 9.84 6.84
Quant Absolute Fund -13.72 -10.90 -6.29 12.97 9.03
Nippon India Equity Hybrid Fund -11.62 -7.29 -3.36 9.57 6.81
Sbi Equity Hybrid Fund -11.17 -8.25 -3.69 9.18 6.49
Shriram Aggressive Hybrid Fund -11.09 -7.92 -4.16 9.99 7.21
Tata Hybrid Equity Fund -10.80 -6.12 -4.35 9.51 6.63
Union Aggressive Hybrid Fund -11.43 -11.59 -4.94 9.91 6.99
Uti Aggressive Hybrid Fund -10.63 -6.94 -3.82 9.72 6.82
None -14.52 -14.52 -4.61 10.16 7.21
Axis Equity Hybrid Fund -13.27 -14.44 -4.83 11.17 7.62

Calculated On: 31 December 2024

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
Aditya Birla Sun Life Equity Hybrid 95 Fund
0.36
0.18
0.52
0.39
Bank Of India Mid & Small Cap Equity & Debt Fund
0.68
0.34
0.59
0.40
Canara Robeco Equity Hybrid Fund
0.46
0.24
0.58
0.38
Dsp Equity & Bond Fund
0.48
0.26
0.52
0.41
Edelweiss Aggressive Hybrid Fund
0.91
0.46
0.91
0.39
Navi Aggressive Hybrid Fund
0.43
0.22
0.59
0.37
Franklin India Equity Hybrid Fund
0.76
0.38
0.78
0.38
Hdfc Hybrid Equity Fund
0.62
0.32
0.76
0.38
Icici Prudential Equity & Debt Fund
1.15
0.61
1.10
0.36
Bandhan Hybrid Equity Fund
0.51
0.25
0.58
0.38
Groww Aggressive Hybrid Fund
0.38
0.19
0.56
0.38
Invesco India Aggressive Hybrid Fund
0.77
0.40
0.70
0.38
Jm Aggressive Hybrid Fund
1.27
0.80
1.25
0.34
Kotak Equity Hybrid Fund
0.82
0.42
0.88
0.38
Lic Mf Aggressive Hybrid Fund
0.36
0.18
0.49
0.38
Mahindra Manulife Aggressive Hybrid Fund
0.70
0.37
0.79
0.38
Mirae Asset Aggressive Hybrid Fund
0.39
0.20
0.57
0.40
Quant Absolute Fund
0.42
0.22
0.61
0.35
Nippon India Equity Hybrid Fund
0.79
0.40
0.86
0.38
Sbi Equity Hybrid Fund
0.37
0.18
0.58
0.41
Shriram Aggressive Hybrid Fund
0.41
0.20
0.63
0.42
Tata Hybrid Equity Fund
0.51
0.26
0.75
0.37
Union Aggressive Hybrid Fund
0.35
0.18
0.49
0.38
Uti Aggressive Hybrid Fund
0.90
0.47
0.96
0.37
None
0.16
0.09
0.35
0.39
Axis Equity Hybrid Fund
0.02
0.03
0.29
0.40

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Equity Hybrid 95 Fund 13,532.40 12,247.14 46,864.80 44,091.83 110,592.00 86,109.54 155,332.80 132,451.62 305,592.00 216,648.84 937,800.00 476,830.98
Baroda BNP Paribas Aggressive Hybrid Fund 13,914.00 12,351.20
Bank of India Mid & Small Cap Equity & Debt Fund 14,148.00 12,398.38 53,312.40 49,884.12 178,128.00 108,139.86 207,429.60 177,911.50
Canara Robeco Equity Hybrid Fund 13,504.80 12,298.45 47,552.40 44,472.06 118,194.00 86,577.48 189,806.40 139,702.67 363,396.00 240,974.76 1,110,546.00 547,184.34
Dsp Equity & Bond Fund 13,970.40 12,652.25 49,417.20 46,500.34 119,928.00 90,248.94 185,623.20 144,638.00 374,832.00 246,592.20 990,576.00 541,573.74
Edelweiss Aggressive Hybrid Fund 13,960.80 12,463.56 53,830.80 47,342.27 130,590.00 96,425.94 201,524.40 154,310.18 368,820.00 259,641.84 909,270.00 537,957.00
Navi Aggressive Hybrid Fund 13,388.40 12,374.86 47,851.20 44,321.65 105,360.00 85,540.50
Franklin India Equity Hybrid Fund 13,710.00 12,376.39 51,087.60 46,003.28 121,842.00 91,332.84 183,666.00 144,251.02 348,144.00 239,709.12 1,039,446.00 534,472.20
Hdfc Hybrid Equity Fund 13,190.40 12,169.14 48,780.00 43,455.13 118,848.00 87,825.66 158,709.60 138,455.60 300,048.00 227,859.96 774,162.00 464,086.80
Icici Prudential Equity & Debt Fund 13,828.80 12,279.91 57,092.40 47,764.19 151,800.00 104,753.04 228,614.40 171,489.36 468,096.00 299,991.36 1,587,204.00 718,081.74
Bandhan Hybrid Equity Fund 13,852.80 12,550.10 48,297.60 45,551.84 120,468.00 90,455.76 170,553.60 141,407.70
Groww Aggressive Hybrid Fund 12,955.20 11,808.24 46,036.80 42,759.11 104,544.00 82,570.20
Invesco India Aggressive Hybrid Fund 14,481.60 12,706.96 51,973.20 48,201.37 115,590.00 92,673.96
JM Aggressive Hybrid Fund 14,007.60 12,062.98 60,022.80 50,566.64 166,542.00 106,882.08 216,014.40 171,148.32 373,116.00 279,543.96 971,766.00 571,131.36
Kotak Equity Hybrid Fund 14,095.20 12,459.92 51,138.00 46,047.10 129,576.00 93,821.88 195,896.40 152,059.74 383,412.00 257,750.16
LIC MF Aggressive Hybrid Fund 13,581.60 12,215.50 46,285.20 44,134.85 98,898.00 82,894.44 150,973.20 127,804.24 253,236.00 205,383.12 593,874.00 388,997.64
Mahindra Manulife Aggressive Hybrid Fund 13,963.20 12,393.67 51,750.00 46,734.95 135,414.00 95,185.32
Mirae Asset Aggressive Hybrid Fund 13,356.00 12,177.13 47,052.00 43,758.50 112,830.00 85,557.12 178,558.80 136,205.33
Quant Absolute Fund 13,014.00 11,572.40 49,485.60 43,275.17 167,202.00 96,759.06 242,625.60 168,696.70 465,876.00 300,311.76 1,155,096.00 679,881.42
Nippon India Equity Hybrid Fund 13,518.00 12,232.85 51,408.00 45,620.10 106,614.00 91,995.84 145,798.80 136,112.17 299,076.00 217,561.68
Sbi Equity Hybrid Fund 13,537.20 12,327.11 46,998.00 43,669.94 109,962.00 84,804.90 176,022.00 134,883.67 348,468.00 230,610.00 1,002,276.00 527,493.06
Shriram Aggressive Hybrid Fund 12,865.20 11,676.55 46,065.60 42,653.88 102,126.00 81,187.38 157,096.80 125,451.40 274,128.00 205,237.08
Sundaram Aggressive Hybrid Fund 13,531.20 12,239.99 47,365.20 44,115.12
Tata Hybrid Equity Fund 13,401.60 12,134.63 47,804.40 43,546.86 112,866.00 86,355.30 164,816.40 134,731.72 307,296.00 219,208.32 986,580.00 493,129.62
Union Aggressive Hybrid Fund 13,213.20 12,127.07 46,072.80 43,679.12
UTI Aggressive Hybrid Fund 13,948.80 12,445.64 53,366.40 47,117.05 133,428.00 96,834.90 181,767.60 152,382.13 362,820.00 253,079.28 922,302.00 527,265.18
Axis Equity Hybrid Fund 13,660.80 12,389.52 42,530.40 42,878.99 101,892.00 81,085.80

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Equity Hybrid 95 Fund 13,635.60 12,299.80 47,977.20 44,660.56 115,002.00 88,064.52 164,598.00 136,672.37 335,544.00 227,726.52
Baroda BNP Paribas Aggressive Hybrid Fund 14,143.20 12,463.96
Bank of India Mid & Small Cap Equity & Debt Fund 14,325.60 12,485.71 55,054.80 50,848.09 187,212.00 111,612.66 221,684.40 185,558.44
Canara Robeco Equity Hybrid Fund 13,657.20 12,376.27 49,244.40 45,322.24 125,310.00 89,522.28 206,262.00 146,563.37 407,304.00 258,737.88
Dsp Equity & Bond Fund 14,116.80 12,726.56 50,983.20 47,313.94 126,222.00 92,970.66 199,357.20 150,824.02 414,432.00 262,275.36
Edelweiss Aggressive Hybrid Fund 14,194.80 12,575.99 56,840.40 48,752.64 142,740.00 101,669.22 225,775.20 165,885.55 419,328.00 284,827.44
Navi Aggressive Hybrid Fund 13,639.20 12,503.65 50,583.60 45,701.89 115,476.00 90,192.18
Franklin India Equity Hybrid Fund 13,854.00 12,449.94 52,718.40 46,826.93 128,274.00 94,143.24 197,862.00 150,505.66 391,080.00 255,822.36
Hdfc Hybrid Equity Fund 13,278.00 12,213.44 49,734.00 43,923.67 122,706.00 89,490.18 166,504.80 142,168.15 320,748.00 236,894.04
Icici Prudential Equity & Debt Fund 13,912.80 12,321.29 58,089.60 48,242.38 156,018.00 106,562.04 239,240.40 175,677.01 509,592.00 313,218.48
Bandhan Hybrid Equity Fund 14,035.20 12,643.16 50,198.40 46,547.68 128,448.00 93,910.98 187,353.60 149,062.70
Groww Aggressive Hybrid Fund 13,146.00 11,903.92 48,016.80 43,740.54 113,478.00 86,205.84
Invesco India Aggressive Hybrid Fund 14,720.40 12,823.39 54,565.20 49,533.34 125,262.00 97,083.06
JM Aggressive Hybrid Fund 14,258.40 12,180.88 62,481.60 51,905.30 176,100.00 111,069.30 233,461.20 179,847.44 412,284.00 297,735.00
Kotak Equity Hybrid Fund 14,286.00 12,553.60 53,294.40 47,106.22 138,708.00 97,681.32 214,981.20 160,826.82 440,472.00 279,783.84
LIC MF Aggressive Hybrid Fund 13,729.20 12,289.62 47,815.20 44,924.76 104,640.00 85,506.12 163,732.80 133,538.50 282,492.00 219,125.28
Mahindra Manulife Aggressive Hybrid Fund 14,192.40 12,506.88 54,601.20 48,096.97 148,344.00 100,344.84
Mirae Asset Aggressive Hybrid Fund 13,536.00 12,268.07 49,006.80 44,746.63 120,984.00 89,009.16 197,635.20 144,272.60
Quant Absolute Fund 13,180.80 11,655.35 51,710.40 44,285.00 176,676.00 100,375.56 261,307.20 177,319.80 502,428.00 319,158.84
Nippon India Equity Hybrid Fund 13,628.40 12,288.68 52,632.00 46,230.62 110,868.00 94,129.44 154,753.20 140,418.94 329,832.00 228,949.32
Sbi Equity Hybrid Fund 13,628.40 12,373.30 47,970.00 44,158.97 113,784.00 86,478.96 185,068.80 138,692.90 379,200.00 241,210.08
Shriram Aggressive Hybrid Fund 13,076.40 11,784.31 48,304.80 43,809.16 110,382.00 84,907.44 173,930.40 133,466.09 309,204.00 222,692.28
Sundaram Aggressive Hybrid Fund 13,686.00 12,317.83 49,082.40 44,976.28
Tata Hybrid Equity Fund 13,528.80 12,198.19 49,194.00 44,239.61 118,500.00 88,784.34 177,744.00 140,224.64 338,880.00 232,744.68
Union Aggressive Hybrid Fund 13,360.80 12,204.13 47,613.60 44,486.06
UTI Aggressive Hybrid Fund 14,037.60 12,490.04 54,370.80 47,618.32 137,904.00 98,675.40 190,520.40 156,489.14 386,652.00 263,119.80
Axis Equity Hybrid Fund 13,807.20 12,462.79 44,056.80 43,676.68 108,510.00 83,896.02