This fund category is an example of Hybrid Scheme funds.
Hybrid funds invest in a mix of equity and debt instruments to balance risk and return. The proportion of each asset class determines the fund’s risk level—aggressive hybrid funds hold more equity, while conservative hybrid funds hold more debt. These funds offer potential capital appreciation from equity exposure along with income stability from debt. Suitable for investors seeking moderate risk with balanced growth potential.
Trailing returns for Hybrid: Aggressive funds
These are average returns over the indicated period.
Monthly trailing returns:
Returns
Oct-2025
Sep-2025
Aug-2025
Jul-2025
Value
2.93%
1.12%
-1.37%
-1.46%
Quarterly trailing returns:
Returns
2025Q3
2025Q2
2025Q1
2024Q4
Value
-1.71%
8.54%
-3.24%
-4.13%
Yearly trailing returns:
Returns
2024
2023
2022
2021
Value
18.15%
22.82%
4.39%
27.72%
Fundwise SIP and SWP returns
Rolling SIP returns
Fund
Any 1Y SIP
Any 3Y SIP
Any 5Y SIP
Canara Robeco Equity Hybrid Fund
14.47%
14.44%
14.93%
Franklin India Aggressive Hybrid Fund
12.84%
14.52%
14.34%
Edelweiss Aggressive Hybrid Fund
14.0%
14.92%
15.55%
Nippon India Aggressive Hybrid Fund
13.27%
15.49%
11.04%
DSP Aggressive Hybrid Fund
15.66%
15.25%
14.85%
Tata Aggressive Hybrid Fund
12.37%
13.12%
13.16%
HDFC Hybrid Equity Fund
13.17%
13.99%
13.98%
SBI Equity Hybrid Fund
14.71%
13.99%
14.13%
ICICI Prudential Equity Debt Fund
16.22%
18.67%
18.75%
LIC MF Aggressive Hybrid Fund
11.8%
9.83%
10.44%
JM Aggressive Hybrid Fund
12.6%
14.87%
14.94%
Aditya Birla Sun Life Equity Hybrid95 Fund
12.9%
14.18%
12.55%
UTI Aggressive Hybrid Fund
12.97%
15.16%
14.24%
Quant Aggressive Hybrid Fund
13.05%
19.64%
24.16%
Shriram Aggressive Hybrid Fund
10.49%
11.57%
12.33%
Kotak Aggressive Hybrid Fund
14.21%
16.51%
17.29%
Mirae Asset Aggressive Hybrid Fund
14.43%
14.65%
15.52%
PGIM India Aggressive Hybrid Equity Fund
11.52%
12.64%
13.31%
Bank Of India Mid Small Cap Equity Debt Fund
13.96%
21.52%
21.92%
Bandhan Aggressive Hybrid Fund
10.59%
16.6%
16.03%
Navi Aggressive Hybrid Fund
13.41%
15.64%
15.41%
Invesco India Aggressive Hybrid Fund
13.85%
17.44%
17.53%
Axis Aggressive Hybrid Fund
12.9%
12.98%
13.05%
Groww Aggressive Hybrid Fund
12.47%
14.09%
16.3%
Mahindra Manulife Aggressive Hybrid Fund
19.39%
19.6%
20.1%
Union Aggressive Hybrid Fund
11.3%
15.88%
0%
Sundaram Aggressive Hybrid Fund
13.3%
13.92%
0%
Baroda BNP Paribas Aggressive Hybrid Fund
18.49%
15.34%
0%
HSBC Aggressive Hybrid Fund
21.8%
0%
0%
SIP Calculator
Rolling SWP returns
Fund
Any 1Y SWP
Any 3Y SWP
Any 5Y SWP
Canara Robeco Equity Hybrid Fund
12.67%
14.18%
14.43%
Franklin India Aggressive Hybrid Fund
11.9%
12.44%
11.84%
Edelweiss Aggressive Hybrid Fund
12.84%
13.42%
11.89%
Nippon India Aggressive Hybrid Fund
12.78%
12.75%
8.94%
DSP Aggressive Hybrid Fund
12.84%
13.8%
13.87%
Tata Aggressive Hybrid Fund
11.14%
11.61%
10.71%
HDFC Hybrid Equity Fund
11.65%
11.75%
11.03%
SBI Equity Hybrid Fund
13.85%
12.81%
13.0%
ICICI Prudential Equity Debt Fund
15.22%
16.09%
14.08%
LIC MF Aggressive Hybrid Fund
10.78%
9.4%
9.55%
JM Aggressive Hybrid Fund
10.41%
11.84%
8.21%
Aditya Birla Sun Life Equity Hybrid95 Fund
11.31%
11.77%
10.51%
UTI Aggressive Hybrid Fund
12.07%
12.6%
10.45%
Quant Aggressive Hybrid Fund
10.11%
14.56%
14.7%
Shriram Aggressive Hybrid Fund
9.14%
10.43%
10.38%
Kotak Aggressive Hybrid Fund
11.62%
13.35%
11.32%
Mirae Asset Aggressive Hybrid Fund
13.89%
13.96%
13.9%
PGIM India Aggressive Hybrid Equity Fund
10.53%
10.04%
9.78%
Bank Of India Mid Small Cap Equity Debt Fund
14.37%
13.81%
13.57%
Bandhan Aggressive Hybrid Fund
9.28%
10.31%
11.31%
Navi Aggressive Hybrid Fund
13.69%
12.02%
11.78%
Invesco India Aggressive Hybrid Fund
12.2%
11.79%
12.23%
Axis Aggressive Hybrid Fund
14.08%
12.66%
14.2%
Groww Aggressive Hybrid Fund
12.8%
12.4%
13.41%
Mahindra Manulife Aggressive Hybrid Fund
19.97%
19.42%
25.44%
Union Aggressive Hybrid Fund
13.67%
13.23%
0%
Sundaram Aggressive Hybrid Fund
15.74%
14.21%
0%
Baroda BNP Paribas Aggressive Hybrid Fund
17.5%
18.45%
0%
HSBC Aggressive Hybrid Fund
26.78%
0%
0%
SIP and SWP returns with step-up
Rolling SIP returns with 10% step-up
Fund
Any 1Y SIP
Any 3Y Step-up SIP
Any 5Y Step-up SIP
Canara Robeco Equity Hybrid Fund
14.47%
14.37%
14.83%
Franklin India Aggressive Hybrid Fund
12.84%
14.51%
14.37%
Edelweiss Aggressive Hybrid Fund
14.0%
14.91%
15.8%
Nippon India Aggressive Hybrid Fund
13.27%
15.45%
11.31%
DSP Aggressive Hybrid Fund
15.66%
15.18%
14.86%
Tata Aggressive Hybrid Fund
12.37%
13.04%
13.22%
HDFC Hybrid Equity Fund
13.17%
13.95%
14.18%
SBI Equity Hybrid Fund
14.71%
14.06%
14.17%
ICICI Prudential Equity Debt Fund
16.22%
18.74%
19.0%
LIC MF Aggressive Hybrid Fund
11.8%
9.8%
10.49%
JM Aggressive Hybrid Fund
12.6%
14.98%
15.33%
Aditya Birla Sun Life Equity Hybrid95 Fund
12.9%
14.08%
12.71%
UTI Aggressive Hybrid Fund
12.97%
15.13%
14.52%
Quant Aggressive Hybrid Fund
13.05%
19.31%
24.16%
Shriram Aggressive Hybrid Fund
10.49%
11.4%
12.37%
Kotak Aggressive Hybrid Fund
14.21%
16.44%
17.33%
Mirae Asset Aggressive Hybrid Fund
14.43%
14.5%
15.53%
PGIM India Aggressive Hybrid Equity Fund
11.52%
12.62%
13.4%
Bank Of India Mid Small Cap Equity Debt Fund
13.96%
21.43%
22.0%
Bandhan Aggressive Hybrid Fund
10.59%
16.64%
16.08%
Navi Aggressive Hybrid Fund
13.41%
15.67%
15.43%
Invesco India Aggressive Hybrid Fund
13.85%
17.4%
17.64%
Axis Aggressive Hybrid Fund
12.9%
12.74%
13.0%
Groww Aggressive Hybrid Fund
12.47%
13.95%
16.37%
Mahindra Manulife Aggressive Hybrid Fund
19.39%
19.58%
19.97%
Union Aggressive Hybrid Fund
11.3%
16.04%
0%
Sundaram Aggressive Hybrid Fund
13.3%
13.76%
0%
Baroda BNP Paribas Aggressive Hybrid Fund
18.49%
15.08%
0%
HSBC Aggressive Hybrid Fund
21.8%
0%
0%
Rolling SWP returns with 10% step-up
Fund
Any 1Y SWP
Any 3Y Step-up SWP
Any 5Y Step-up SWP
Canara Robeco Equity Hybrid Fund
12.67%
14.34%
14.44%
Franklin India Aggressive Hybrid Fund
11.9%
12.5%
12.03%
Edelweiss Aggressive Hybrid Fund
12.84%
13.65%
11.67%
Nippon India Aggressive Hybrid Fund
12.78%
12.88%
8.79%
DSP Aggressive Hybrid Fund
12.84%
13.96%
13.94%
Tata Aggressive Hybrid Fund
11.14%
11.73%
10.98%
HDFC Hybrid Equity Fund
11.65%
11.85%
11.21%
SBI Equity Hybrid Fund
13.85%
12.97%
13.03%
ICICI Prudential Equity Debt Fund
15.22%
16.36%
14.4%
LIC MF Aggressive Hybrid Fund
10.78%
9.41%
9.69%
JM Aggressive Hybrid Fund
10.41%
12.0%
8.06%
Aditya Birla Sun Life Equity Hybrid95 Fund
11.31%
11.91%
10.34%
UTI Aggressive Hybrid Fund
12.07%
12.69%
10.69%
Quant Aggressive Hybrid Fund
10.11%
14.74%
15.53%
Shriram Aggressive Hybrid Fund
9.14%
10.54%
10.39%
Kotak Aggressive Hybrid Fund
11.62%
13.61%
11.32%
Mirae Asset Aggressive Hybrid Fund
13.89%
14.07%
13.89%
PGIM India Aggressive Hybrid Equity Fund
10.53%
10.26%
9.7%
Bank Of India Mid Small Cap Equity Debt Fund
14.37%
14.05%
13.87%
Bandhan Aggressive Hybrid Fund
9.28%
10.61%
11.71%
Navi Aggressive Hybrid Fund
13.69%
12.22%
12.12%
Invesco India Aggressive Hybrid Fund
12.2%
11.89%
12.53%
Axis Aggressive Hybrid Fund
14.08%
12.79%
14.19%
Groww Aggressive Hybrid Fund
12.8%
12.49%
13.7%
Mahindra Manulife Aggressive Hybrid Fund
19.97%
19.49%
24.83%
Union Aggressive Hybrid Fund
13.67%
13.12%
0%
Sundaram Aggressive Hybrid Fund
15.74%
14.37%
0%
Baroda BNP Paribas Aggressive Hybrid Fund
17.5%
18.57%
0%
HSBC Aggressive Hybrid Fund
26.78%
0%
0%
Note:N.A. in returns indicate that the fund does not have sufficient history.
How are Hybrid: Aggressive funds taxed on selling?
Hybrid Funds Tax for FY2025-26
STCG Rate
LTCG Eligibility
LTCG Rate
Bought Anytime
20%
After 1Y
12.5% (above 1.25L) w 31Jan18 exemption
Note:
Dividends from mutual funds (called IDCW or Income Distribution cum Capital Withdrawal funds), are added to the income of the investor and taxed at their highest applicable (slab) rate.
Cess and surcharge (if applicable) is to be applied to taxes from mutual funds from selling and dividends.
Switches, SWP and selling any lump sum amount are taxable as per the table above.
Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
