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Best Aggressive Hybrid Funds in India

Rankings for this category are not available right now — check back shortly.

Key Terms

Hybrid Fund

A mutual fund category that invests in a mix of equity and debt instruments in fixed proportions, rather than being purely equity or purely debt — Aggressive Hybrid is one of several hybrid sub-categories defined by SEBI.

Asset Allocation

The mix of equity, debt, and other instruments in a portfolio — the primary driver of a hybrid fund's risk and return profile, distinct from stock selection within each asset class.

Frequently Asked Questions

How are the best aggressive hybrid funds ranked?

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Funds are ranked by rolling return within the Aggressive Hybrid SEBI sub-category. Only active Direct-Growth plans are shown — Regular plans and IDCW/Dividend options are excluded.

How is an Aggressive Hybrid Fund different from a pure equity fund?

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An Aggressive Hybrid Fund holds 20-35% in debt instruments alongside 65-80% equity, which typically cushions losses during market corrections compared to a pure equity fund (which can be 100% invested in stocks), at the cost of somewhat lower upside during strong bull markets.

Are Aggressive Hybrid Funds good for retirement?

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Aggressive Hybrid Funds are sometimes used as a core holding for investors nearing or in retirement who want continued growth potential with less volatility than pure equity — but the right allocation depends on your specific income needs, other assets, and risk tolerance.

How are Aggressive Hybrid Funds taxed?

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Aggressive Hybrid Funds are taxed as equity funds for capital gains purposes only if the scheme's domestic equity allocation meets the prescribed threshold — measured as the annual average of month-end equity exposure, not just the 65-80% mandate on its own. When that test is met: 12.5% LTCG on gains above ₹1.25 lakh/year for holdings over 12 months, and 20% STCG for holdings under 12 months (post-2024 Budget rates).

How often is this ranking updated?

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Rankings are recomputed weekly from NAV history. The "Data as of" line above the table shows when these numbers were last refreshed.

Is this financial advice?

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No. This page shows category rankings by historical rolling return only. It is not personalized investment advice and does not account for your goals or risk tolerance. Past performance is not indicative of future results.

FundSageAI is an analytics platform. Rankings on this page are informational only and do not constitute personalized investment advice. Past performance is not indicative of future results. Consult a SEBI-registered investment advisor before investing.