Compare the best aggressive hybrid funds in India — DSP, Kotak, UTI, Nippon India and Tata. SEBI mandates 65-80% in equity and 20-35% in debt. One fund for equity growth with built-in stability. Live NAV and returns from RightAdvise database.
Sorted by 5-year CAGR. Click any fund for full analysis — rolling returns, drawdown chart, NAV history and risk ratios.
If you had invested ₹1 lakh 5 years ago in each fund, here is how much it would be worth today. Calculated from 5 years of daily NAV in the RightAdvise database.
💡 What is AAUM? AAUM stands for Average Assets Under Management — the average value of all investor money a fund managed during a specific quarter. Reported to SEBI every quarter via AMFI. More reliable than a single-day AUM snapshot.
| Fund | NAV | AAUM | 1Y Return | 3Y CAGR | 5Y CAGR | 10Y CAGR | Max Drawdown | Sharpe (3Y) |
|---|---|---|---|---|---|---|---|---|
| Kotak Aggressive Hybrid Fund | ₹74.77 2026-06-12 | ₹8.1K Cr Jan–Mar 2026 | +3.9% | +14.5 % p.a. | +13.0 % p.a. | +14.1 % p.a. | -32.1% | 0.79 |
| UTI Aggressive Hybrid Fund | ₹427.72 2026-06-12 | ₹5.2K Cr Jan–Mar 2026 | -1.1% | +13.2 % p.a. | +12.5 % p.a. | +12.5 % p.a. | -32.4% | 0.78 |
| Nippon India Aggressive Hybrid Fund | ₹117.77 2026-06-12 | ₹3.6K Cr Jan–Mar 2026 | +1.0% | +12.8 % p.a. | +11.9 % p.a. | +10.7 % p.a. | -42.4% | 0.71 |
| DSP Aggressive Hybrid Fund | ₹391.01 2026-06-12 | ₹10.4K Cr Jan–Mar 2026 | -2.7% | +12.8 % p.a. | +10.8 % p.a. | +13.1 % p.a. | -28.8% | 0.78 |
| Tata Aggressive Hybrid Fund | ₹485.58 2026-06-12 | ₹3.4K Cr Jan–Mar 2026 | +0.1% | +9.8 % p.a. | +10.1 % p.a. | +10.8 % p.a. | -28.9% | 0.39 |
As per SEBI, Aggressive Hybrid Funds must invest 65% to 80% of their assets in equity and equity-related instruments and 20% to 35% in debt instruments. The equity component qualifies these funds for equity taxation — gains held over 1 year taxed at 10% LTCG above ₹1 lakh. The fund manager cannot go below 65% equity or above 80% equity.
Aggressive Hybrid Funds — sometimes called equity-oriented hybrid funds — invest the bulk of their portfolio in equity (65-80%) while maintaining a permanent allocation to debt (20-35%). The equity component drives long-term wealth creation while the debt component provides a cushion during equity market corrections. Unlike balanced advantage funds which dynamically change their equity allocation, aggressive hybrid funds maintain a relatively stable equity-to-debt ratio within the SEBI-mandated band.
The best aggressive hybrid funds in India offer a simpler proposition than balanced advantage funds — you get approximately 70-75% equity exposure with roughly 25-30% in debt, rebalanced periodically. This makes returns more predictable in character. The debt component typically invests in high-quality bonds and government securities, providing stability and regular income that partially offsets equity volatility. For first-time equity investors, an aggressive hybrid fund can be a gentler entry point than a pure equity fund.
Aggressive Hybrid Funds maintain a fixed equity allocation of 65-80% — the manager cannot go below 65% even if markets look expensive. Balanced Advantage Funds dynamically adjust equity allocation based on market valuations — going as low as 30% equity in expensive markets. If you want a fixed, predictable equity-debt mix, choose Aggressive Hybrid. If you want the fund to reduce equity during expensive markets and increase during corrections, choose Balanced Advantage. Both qualify for equity taxation.
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