5 Best Aggressive Hybrid Funds for Investment in 2019
“Aggressive”, don’t let the word mislead you and restrict you from grabbing the market opportunities pertaining in the debt and equity market. Aggressive Hybrid Fund is a category of mutual fund that provides an opportunity to invest in a combination of equity and debt instruments. These funds aim to generate higher returns from the equity market along with stability associated with the debt & money market instruments. Therefore, if you also wish to gain good returns without exposing your wealth towards market risk, then here is the list of 5 best aggressive hybrid funds to invest in 2019.
Table Of Content
Aggressive Hybrid Fund is a sub-category of hybrid funds that enjoys the privilege of exposing the assets towards equity & debt market. The exposure in equities can vary from 65% to 80% and the range of exposure in the debt instruments is between 20%-35%. On the basis of market conditions, aggressive hybrid funds can increase/decrease the percentage of asset allocation in a particular asset class which makes it a suitable option for conservative investors.
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1. ICICI Prudential Equity & Debt Fund (G)
| Basic Details | |
|---|---|
| Benchmark | CRISIL Hybrid 35+65 Aggressive |
| Launch Date | 3rd November, 1999 |
| Asset Size | Rs. 26,564 Crore (as on 31st March, 2019) |
| Expense Ratio | 1.90% (as on 31st March, 2019) |
| Minimum Investment | Rs. 5,000 |
| Minimum SIP Investment | Rs. 100 |
| Return Since Inception | 14.25% (as on 31st March, 2019 ) |
| Exit Load | 1% (if redemption is made within 365 days for the units in excess of 10%) |
ICICI Prudential Equity & Debt Fund invests 69.09% of the corpus in the equities and the rest in debt & money market instruments. The aggressive hybrid fund of ICICI Mutual Fund follows different investment strategies for the two asset classes- in case of equities, the mutual fund follows a blend style of investment and diversify the assets in the combination of growth & value stocks predominantly of large cap companies; and in case of debt instruments the fund manager park the money majorly in the high rated credit quality securities having medium interest rate sensitivity. Moreover, energy and finance sector occupies highest percentage in asset allocation.
2. DSP Equity & Bond Fund (G)
| Basic Details | |
|---|---|
| Benchmark | CRISIL Hybrid 35+65 Aggressive |
| Launch Date | 27th May, 1999 |
| Asset Size | Rs. 6,424 Crore (as on 31st March, 2019) |
| Expense Ratio | 2.04% (as on 31st March, 2019) |
| Minimum Investment | Rs. 500 |
| Minimum SIP Investment | Rs. 500 |
| Return Since Inception | 14.58% (as on 31st March, 2019 ) |
| Exit Load | 1% (if redemption is made within 365 days) |
74.3% is the percentage allocation of equities and the rest is ploughed into the debt securities. DSP Equity & Bond Fund park the AUM in 52 securities. In the equity market, this aggressive hybrid fund of DSP Mutual Fund invests in the growth stock of large cap companies. Moreover, among the debt instruments, securities having high rated credit quality and medium interest rate sensitivity is the top choice of the fund managers. With 27.56%, finance sector holds the maximum assets followed by other promising sectors like, construction, technology, healthcare, FMCG, etc.
3. L&T Hybrid Equity Fund (G)
| Basic Details | |
|---|---|
| Benchmark | S&P BSE 200 TRI (70), CRISIL Short Term Bond (30) |
| Launch Date | 7th February, 2011 |
| Asset Size | Rs. 9,749 Crore (as on 31st March, 2019) |
| Expense Ratio | 2.02% (as on 31st March, 2019) |
| Minimum Investment | Rs. 5000 |
| Minimum SIP Investment | Rs. 500 |
| Return Since Inception | 12.40% (as on 28th February, 2019 ) |
| Exit Load | 1% (if redemption is made within 365 days for the units in excess of 10%) |
L&T Hybrid Fund has been an epitome of growth and performance in the recent years. Out of the total assets 73.97% is parked in the equities for higher returns and 26.03% is sowed in the debt & money market instruments. The mutual fund invests the corpus in a large number of sectors, such as financial (28.62%), technology (10.33%), construction (8.12%), FMCG (5.58%), energy (4.8%), etc., to dilute the risk associated with a particular sector of Indian Economy. In case of market capitalization, the assets are more inclined towards large cap stocks to provide stable returns. Securities with high credit quality and interest rate sensitivity tops the chart among the debt instruments.
4. Reliance Equity Hybrid Fund (G)
| Basic Details | |
|---|---|
| Benchmark | CRISIL Hybrid 35+65 Aggressive |
| Launch Date | 8th June, 2005 |
| Asset Size | Rs. 12,813 Crore (as on 31st March, 2019) |
| Expense Ratio | 2.02% (as on 31st March, 2019) |
| Minimum Investment | Rs. 500 |
| Minimum SIP Investment | Rs. 500 |
| Return Since Inception | 13.05% (as on 28th February, 2019 ) |
| Exit Load | 1% (if redemption is made within 365 days for the units in excess of 10%) |
The aggressive hybrid fund of Reliance Mutual Fund has done exceptionally well in the past few years. Reliance Equity Hybrid Fund currently invests 74.69% of the accumulated assets in the equity market and the remaining in the debt instruments. In equity market, large cap stocks occupies the maximum percentage of asset allocation. But, in the debt securities this aggressive hybrid fund invests in low credit quality for achieving remarkable returns in the future. Finance sector is currently the most bullish and therefore, the sector holds highest percentage of asset allocation. Among other sectors are, constructions, energy, metals, technology, etc.
5. Mirae Asset Hybrid Equity Fund- Regular Plan (G)
| Basic Details | |
|---|---|
| Benchmark | CRISIL Hybrid 35+65 Aggressive |
| Launch Date | 29th July, 2015 |
| Asset Size | Rs. 1,655 Crore (as on 31st March, 2019) |
| Expense Ratio | 2.14% (as on 31st March, 2019) |
| Minimum Investment | Rs. 5000 |
| Minimum SIP Investment | Rs. 1000 |
| Return Since Inception | 11.08% (as on 28th February, 2019 ) |
| Exit Load | 1% (if redemption is made within 365 days) |
Though, Mirae Asset Hybrid Equity Fund marked its presence in the mutual fund market late but that doesn’t stop it from providing positive gains. This aggressive fund of Mirae Asset Mutual Fund deploys 73.95% of the money in the stocks and the rest in the debt market. The investment style in case of equity market is growth oriented with large cap stocks being the most favourite. Moreover, in the debt market, the AUM is diversified in the securities having high credit quality with medium interest rate sensitivity. Financial sector again remains the top priority and holds 27.21% of the assets. The fund managers have also diversified the assets in other evergreen sectors such as, energy, technology, healthcare, FMCG, construction, etc.
- 100% Paperless
- No Transaction Charges
- Easy to Invest
- Safe & Secure
Don’t wait for the perfect moment. Instead take the moment and make it perfect. The same goes for the mutual fund space therefore, without wasting any more time invest in these 5 best aggressive hybrid funds of India to achieve your goals faster. However, if you require any further assistance then get in touch with our financial experts at- 9660032889.
