Finance News : 3 Best Hybrid Mutual Funds to Bet on 5 Year Returns

1. Quant Absolute fund:

The hybrid aggressive mutual fund from Quant fund carries a really low fund size of simply Rs.72 crore. The development plan of the fund instructions an NAV of 254.84. The fund is put into the excessive danger class. The expense ratio of the fund is 2.25% and is increased than the class common of two.13%.

The fund is in existence since 2001 and has returned over 17% since launch.Benchmark for the fund is CRISIL Hybrid 35 + 65 Aggressive index. SIP within the fund will be began for Rs. 1000 and in a 5-years time period, the SIP of month-to-month Rs. 10000 with an funding of Rs. 6 lakh is now value Rs. 10.98 lakh.

Top holdings of the funds are ITC, Indiabulls Real Estate, Godrej Agrovet, ICICI Bank and Havells India amongst others.


2. BOI Axa Mid and Small Cap Equity and Debt fund:

The hybrid aggressive fund from the BOI Axa is invested over 80% into fairness and the remaining is in debt. The fund is aged 5 yr previous and its benchmark is NIFTY Mid Small Cap 400 TRI (70), CRISIL Short-Term Bond Index (30). The fund measurement of the fund is Rs. 348 crore. Expense ratio of the fund is 2.66%.

Top holding of the fund is APL Apollo Tubes, CAMS, Astral Poly Technik, Persistent Systems and so forth.

SIP within the fund will be initiated for a sum of Rs. 1000 per thirty days.

3. ICICI Prudential Thematic Advantage fund:

Investors with an funding horizon of 5 years or extra want can take publicity within the fund for features that comfortably pip inflation price. They have publicity in each fairness and debt so much less of returns from the fairness funds.

The scheme works by or goals at producing capital appreciation from a sectoral or thematic schemes portfolio i.e. accessed by way of the diversified funding kinds.

The fund is an 8-year previous fund that since inception has offered a return of 14.98%. The benchmark of the fund is Nifty 200 TRI and the fund as per the risk-o-meter is positioned underneath the excessive danger class.

Assets underneath the scheme as of July 31, 2021 is Rs. 60 crore.

Top 3 Aggressive Hybrid Funds Based On 5-Year Returns

Hybrid Aggressive fund Rating 5-year annualized returns in % 5-year SIP return in %
Quant Absolute fund Morning Star and Value Research 5-Star Rating 11.87% 25.54%
BOI Axa Mid and Small Cap debt fairness fund CRISIL 5-Star rated , Value Research 2 Star-Rated 15.44% 20.94%
ICICI Prudential Thematic Advantage fund Value Research 4-Star rated 15.83% 21.33%


Investors who wish to get an publicity to equities and nonetheless are reasonable on their danger urge for food can wager on hybrid aggressive funds for nonetheless higher returns than mounted earnings devices in addition to can get inflation beating returns. Nonetheless, info offered right here shouldn’t be construed for funding recommendation.

Leave a Reply

Your email address will not be published.