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Best All Hybrid Funds in 2025

What are Hybrid: All funds?

Funds Included	All Fund Returns (3Y annualised)	Top 5 fund Returns (3Y annualised)
172	12.08%	20.63%

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: All funds

These are average returns over the indicated period.

Monthly trailing returns:

Nov-2025	Oct-2025	Sep-2025	Aug-2025	Jul-2025	Jun-2025
0.45%	2.10%	1.23%	-0.49%	-0.45%	1.74%

Quarterly trailing returns:

2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3
2.56%	0.26%	5.64%	-0.69%	-1.55%	4.81%

Yearly trailing returns:

2025	2024	2023	2022	2021	2020
7.79%	13.71%	16.62%	4.70%	16.45%	11.79%

Rolling returns for Hybrid: All funds

SIP

10% Step-up SIP

Lump sum

SWP

10% Step-up SWP

Metric	Any 1Y SIP	Any 2Y SIP	Any 3Y SIP	Any 5Y SIP	Any 7Y SIP	Any 10Y SIP
Minimum	-7.23%	4.81%	4.57%	6.77%	10.36%	10.63%
Median	10.32%	9.62%	10.99%	10.91%	11.44%	10.91%
Maximum	27.63%	14.44%	16.09%	13.98%	12.23%	11.23%
Risk	7.06%	1.99%	2.43%	1.56%	0.43%	0.15%
Sharpe Ratio	46.95%	131.76%	164.28%	250.03%	1036.0%	2609.58%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y SIP	Any 2Y 目↑ SIP	Any 3Y 目↑ SIP	Any 5Y 目↑ SIP	Any 7Y 目↑ SIP	Any 10Y 目↑ SIP
Minimum	-7.23%	8.58%	10.78%	10.99%	11.7%	11.12%
Median	10.32%	9.63%	11.36%	11.39%	11.99%	11.3%
Maximum	27.63%	10.52%	11.84%	11.72%	12.21%	11.44%
Risk	7.06%	0.52%	0.32%	0.23%	0.15%	0.09%
Sharpe Ratio	46.95%	505.05%	1343.79%	1941.17%	3226.86%	4569.93%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y	Any 2Y	Any 3Y	Any 5Y	Any 7Y	Any 10Y
Minimum	-3.42%	7.98%	6.28%	7.36%	10.22%	10.36%
Median	9.06%	11.8%	11.13%	10.76%	10.82%	10.59%
Maximum	25.86%	16.64%	15.83%	14.03%	11.51%	10.98%
Risk	6.33%	1.82%	2.02%	1.5%	0.3%	0.16%
Sharpe Ratio	32.58%	263.54%	204.2%	249.88%	1292.05%	2205.27%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y SWP	Any 2Y SWP	Any 3Y SWP	Any 5Y SWP	Any 7Y SWP	Any 10Y SWP
Minimum	-4.46%	10.06%	6.14%	7.4%	9.09%	9.46%
Median	8.35%	13.75%	11.12%	10.36%	10.06%	10.15%
Maximum	30.48%	19.83%	19.05%	15.74%	11.78%	11.05%
Risk	7.94%	2.41%	2.81%	2.04%	0.69%	0.41%
Sharpe Ratio	16.99%	279.94%	146.53%	164.88%	442.97%	766.86%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y SWP	Any 2Y 目↑ SWP	Any 3Y 目↑ SWP	Any 5Y 目↑ SWP	Any 7Y 目↑ SWP	Any 10Y 目↑ SWP
Minimum	-4.46%	13.76%	12.45%	12.46%	10.54%	9.51%
Median	8.35%	15.51%	12.81%	12.94%	10.74%	9.64%
Maximum	30.48%	17.06%	13.27%	13.38%	11.12%	10.0%
Risk	7.94%	1.16%	0.22%	0.28%	0.17%	0.17%
Sharpe Ratio	16.99%	732.52%	2613.69%	2084.99%	2231.97%	1541.74%

^{_{Data as of 14-Dec-2025}}

Fundwise SIP, Lumpsum and SWP returns

Rolling SIP returns (less than 1 year)

Fund	Any 1M SIP	Any 3M SIP	Any 6M SIP
ICICI Prudential Equity Arbitrage Fund	7.05%	6.61%	6.29%
Canara Robeco Balanced Advantage Fund	10.09%	5.92%	12.1%
Edelweiss Multi Asset Allocation Fund	6.08%	6.61%	5.76%
Bandhan Equity Savings Fund	7.75%	7.7%	6.87%
Baroda BNP Paribas Equity Savings Fund	9.43%	13.77%	10.32%
Mahindra Manulife Balanced Advantage Fund	-4.79%	6.49%	5.95%
Bajaj Finserv Balanced Advantage Fund	16.51%	15.91%	12.83%
Bajaj Finserv Equity Savings Fund	6.12%	6.1%	0%
Old Bridge Arbitrage Fund	0%	0%	0%
Bank India Multi Asset Allocation Fund	15.2%	13.27%	13.4%
Parag Parikh Arbitrage Fund	7.05%	7.22%	7.2%
Edelweiss Arbitrage Fund	7.24%	6.8%	6.42%
Bajaj Finserv Arbitrage Fund	7.04%	7.18%	7.2%
Sundaram Multi Asset Allocation Fund	22.07%	22.04%	20.07%
LIC MF Equity Savings Fund	-0.49%	5.75%	6.2%
Shriram Multi Asset Allocation Fund	18.6%	19.38%	14.98%
Bandhan Balanced Advantage Fund	7.3%	13.27%	10.24%
LIC MF Multi Asset Allocation Fund	34.62%	29.53%	24.73%
UTI Aggressive Hybrid Fund	18.59%	19.01%	11.49%
HDFC Balanced Advantage Fund	6.5%	13.31%	9.84%
ICICI Prudential Multi Asset Fund	18.91%	24.04%	20.92%
SBI Multi Asset Allocation Fund	26.19%	31.52%	25.24%
Samco Multi Asset Allocation Fund	21.46%	15.19%	10.38%
Bandhan Aggressive Hybrid Fund	-1.15%	13.44%	14.15%
Groww Multi Asset Allocation Fund	9.65%	0%	0%
HDFC Arbitrage Wholesale Fund	7.14%	6.61%	6.36%
Invesco India Equity Savings Fund	-4.75%	0.5%	0.91%
Mirae Asset Arbitrage Fund	7.26%	6.89%	6.46%
Baroda BNP Paribas Balanced Advantage Fund	10.02%	19.24%	12.32%
Sundaram Aggressive Hybrid Fund	9.54%	15.29%	10.46%
LIC MF Conservative Hybrid Fund	13.71%	13.41%	7.66%
UTI Conservative Hybrid Fund	3.9%	7.6%	4.99%
Kotak Aggressive Hybrid Fund	-14.56%	-0.1%	5.03%
Franklin India Aggressive Hybrid Fund	0.63%	8.2%	6.49%
The Wealth Company Multi Asset Allocation Fund	0%	0%	0%
Union Arbitrage Fund	6.86%	6.41%	6.1%
Nippon India Multi Asset Allocation Fund	16.06%	23.61%	24.98%
ITI Arbitrage Fund	6.54%	6.6%	6.46%
Sundaram Balanced Advantage Fund	8.36%	14.23%	10.14%
HDFC Hybrid Equity Fund	5.0%	11.2%	6.39%
Bandhan Multi Asset Allocation Fund	25.31%	23.85%	22.1%
Aditya Birla Sun Life Equity Hybrid95 Fund	8.2%	14.11%	10.48%
HDFC Hybrid Debt Fund	5.63%	9.03%	5.24%
Samco Arbitrage Fund	5.89%	5.18%	5.17%
UTI Balanced Advantage Fund	8.42%	12.54%	12.72%
Kotak Equity Savings Fund	9.71%	13.04%	13.1%
Nippon India Conservative Hybrid Fund	11.02%	12.56%	10.83%
LIC MF Aggressive Hybrid Fund	-0.22%	6.96%	6.79%
HSBC Conservative Hybrid Fund	-12.75%	-4.99%	-0.94%
Quant Aggressive Hybrid Fund	-3.0%	11.74%	11.37%
NJ Balanced Advantage Fund	6.94%	0.72%	2.58%
Nippon India Equity Savings Fund	8.32%	9.66%	7.51%
Canara Robeco Multi Asset Allocation Fund	17.42%	20.99%	19.49%
Tata Balanced Advantage Fund	7.51%	12.82%	9.56%
Mirae Asset Aggressive Hybrid Fund	5.73%	13.61%	11.36%
Canara Robeco Conservative Hybrid Fund	-1.46%	2.36%	2.94%
Mahindra Manulife Equity Savings Fund	6.92%	12.42%	11.36%
PGIM India Equity Savings Fund	7.95%	8.02%	6.78%
Mahindra Manulife Arbitrage Fund	7.39%	6.62%	6.16%
Quant Equity Savings Fund	5.75%	5.88%	0%
Parag Parikh Dynamic Asset Allocation Fund	7.26%	6.21%	6.9%
HDFC Arbitrage Fund	7.17%	6.61%	6.36%
Tata Arbitrage Fund	7.23%	6.62%	6.45%
DSP Aggressive Hybrid Fund	5.15%	11.06%	6.93%
Bank India Arbitrage Fund	7.23%	6.53%	6.08%
Union Aggressive Hybrid Fund	1.24%	9.3%	8.08%
Quantum Multi Asset Allocation Fund	14.74%	15.32%	13.67%
Axis Equity Savings Fund	7.79%	11.37%	9.32%
Sundaram Arbitrage Fund	7.5%	6.79%	6.44%
Franklin India Arbitrage Fund	7.14%	7.07%	6.94%
SBI Conservative Hybrid Fund	6.71%	8.98%	7.45%
Union Multi Asset Allocation Fund	16.7%	21.68%	23.68%
DSP Equity Savings Fund	5.97%	9.1%	6.69%
Unifi Dynamic Asset Allocation Fund	8.09%	7.6%	7.46%
PGIM India Multi Asset Allocation Fund	0%	0%	0%
JM Aggressive Hybrid Fund	-14.59%	0.52%	2.46%
Kotak Arbitrage Fund	7.21%	6.71%	6.36%
Franklin India Multi Asset Allocation Fund	23.22%	21.15%	0%
Union Balanced Advantage Fund	1.9%	8.99%	8.43%
HSBC Balanced Advantage Fund	5.28%	8.41%	6.82%
Edelweiss Equity Savings Fund	2.27%	7.31%	9.23%
Baroda BNP Paribas Arbitrage Fund	7.31%	6.76%	6.49%
Shriram Aggressive Hybrid Fund	9.76%	16.42%	12.59%
HSBC Arbitrage Fund	7.4%	7.12%	7.23%
Bank India Mid Small Cap Equity Debt Fund	-13.47%	-4.45%	-2.44%
Whiteoak Capital Balanced Advantage Fund	10.99%	16.75%	10.45%
Navi Aggressive Hybrid Fund	4.09%	7.84%	8.82%
Bank India Balanced Advantage Fund	11.33%	18.05%	12.99%
Parag Parikh Conservative Hybrid Fund	1.8%	7.09%	5.64%
Tata Aggressive Hybrid Fund	4.53%	12.79%	9.98%
Aditya Birla Sun Life Balanced Advantage Fund	12.76%	15.92%	10.96%
Franklin India Equity Savings Fund	5.65%	7.98%	7.31%
Kotak Multi Asset Allocation Fund	29.71%	28.49%	25.33%
PGIM India Aggressive Hybrid Equity Fund	0.08%	4.98%	5.7%
Union Equity Savings Fund	3.45%	7.44%	6.39%
SBI Equity Hybrid Fund	1.94%	13.25%	9.48%
Franklin India Balanced Advantage Fund	2.01%	7.93%	6.65%
360 One Balanced Hybrid Fund	15.54%	15.48%	12.03%
Helios Balanced Advantage Fund	15.3%	14.41%	10.56%
Baroda BNP Paribas Aggressive Hybrid Fund	11.96%	13.14%	8.4%
Franklin India Conservative Hybrid Fund	2.16%	5.82%	4.74%
Mirae Asset Equity Savings Fund	6.36%	10.81%	8.99%
Shriram Balanced Advantage Fund	12.16%	16.59%	10.3%
Edelweiss Aggressive Hybrid Fund	-3.01%	6.88%	7.17%
Whiteoak Capital Balanced Hybrid Fund	18.84%	17.14%	15.6%
Invesco India Multi Asset Allocation Fund	26.99%	26.54%	24.79%
NJ Arbitrage Fund	6.54%	6.18%	5.96%
Edelweiss Balanced Advantage Fund	7.94%	13.67%	11.32%
Mahindra Manulife Aggressive Hybrid Fund	5.56%	10.27%	9.05%
Invesco India Balanced Advantage Fund	8.06%	10.95%	8.41%
Kotak Debt Hybrid Fund	3.24%	8.24%	5.46%
SBI Balanced Advantage Fund	12.58%	18.52%	12.83%
UTI Arbitrage Fund	7.26%	6.69%	6.39%
Bandhan Conservative Hybrid Fund	9.19%	10.3%	6.84%
Baroda BNP Paribas Conservative Hybrid Fund	7.08%	10.48%	7.31%
HDFC Multi Asset Fund	12.12%	17.23%	16.33%
ITI Balanced Advantage Fund	4.9%	10.42%	8.91%
Quant Multi Asset Allocation Fund	19.59%	31.3%	26.07%
Nippon India Balanced Advantage Fund	2.26%	9.08%	9.23%
Motilal Oswal Balanced Advantage Mofdynamic Fund	-12.64%	1.13%	8.02%
Bandhan Arbitrage Fund	7.0%	6.58%	6.26%
DSP Multi Asset Allocation Fund	26.32%	27.56%	25.68%
Invesco India Arbitrage Fund	7.51%	6.94%	6.62%
DSP Dynamic Asset Allocation Fund	12.18%	14.43%	11.05%
PGIM India Balanced Advantage Fund	5.08%	9.4%	7.09%
Aditya Birla Sun Life Equity Savings Fund	11.93%	12.29%	10.4%
Groww Aggressive Hybrid Fund	7.99%	11.75%	9.39%
Bajaj Finserv Multi Asset Allocation Fund	19.95%	13.11%	15.22%
JM Arbitrage Fund	7.14%	6.56%	6.19%
PGIM India Arbitrage Fund	6.89%	6.43%	5.86%
ICICI Prudential Balanced Advantage Fund	13.19%	16.36%	14.34%
HDFC Equity Savings Fund	8.69%	11.11%	9.12%
Quant Dynamic Asset Allocation Fund	-7.24%	2.82%	4.06%
ICICI Prudential Equity Debt Fund	10.06%	15.8%	14.6%
Tata Equity Savings Fund	10.08%	9.79%	7.64%
Axis Arbitrage Fund	7.23%	6.72%	6.4%
SBI Equity Savings Fund	5.34%	7.2%	6.21%
Axis Aggressive Hybrid Fund	1.58%	11.78%	8.55%
Aditya Birla Sun Life Multi Asset Allocation Fund	28.83%	25.99%	24.55%
LIC MF Arbitrage Fund	7.1%	6.59%	6.26%
Mahindra Manulife Multi Asset Allocation Fund	23.11%	21.19%	20.31%
Canara Robeco Equity Hybrid Fund	-0.17%	8.72%	8.11%
UTI Equity Savings Fund	14.37%	16.77%	12.0%
Nippon India Aggressive Hybrid Fund	4.19%	10.55%	10.13%
Samco Dynamic Asset Allocation Fund	4.78%	3.29%	3.77%
Quant Arbitrage Fund	7.25%	7.03%	7.13%
The Wealth Company Arbitrage Fund	6.19%	0%	0%
Whiteoak Capital Multi Asset Allocation Fund	17.57%	23.18%	20.17%
HSBC Equity Savings Fund	6.42%	10.72%	11.94%
Aditya Birla Sun Life Arbitrage Fund	7.42%	6.85%	6.5%
Whiteoak Capital Equity Savings Fund	17.43%	17.37%	17.53%
Sundaram Equity Savings Fund	7.75%	10.68%	8.55%
Axis Conservative Hybrid Fund	8.52%	10.37%	6.68%
Kotak Balanced Advantage Fund	5.46%	10.7%	7.7%
Nippon India Arbitrage Fund	7.38%	6.81%	6.43%
Tata Multi Asset Allocation Fund	20.31%	25.79%	21.64%
HSBC Aggressive Hybrid Fund	-3.22%	11.89%	8.64%
Axis Multi Asset Allocation Fund	20.06%	26.19%	24.94%
Invesco India Aggressive Hybrid Fund	-3.19%	1.7%	2.17%
Baroda BNP Paribas Multi Asset Fund	23.86%	22.41%	19.63%
HSBC Multi Asset Allocation Fund	31.97%	26.59%	21.96%
Whiteoak Capital Arbitrage Fund	7.33%	7.23%	7.41%
Motilal Oswal Arbitrage Fund	7.35%	7.47%	7.22%
360 One Multi Asset Allocation Fund	43.68%	42.58%	0%
Sundaram Conservative Hybrid Fund	6.64%	8.09%	4.04%
UTI Multi Asset Allocation Fund	22.07%	25.68%	20.31%
Mirae Asset Multi Asset Allocation Fund	20.97%	20.92%	19.56%
Trustmf Arbitrage Fund	6.55%	6.41%	0%
DSP Arbitrage Fund	7.09%	6.61%	6.32%
Axis Balanced Advantage Fund	10.55%	16.08%	11.43%
Mirae Asset Balanced Advantage Fund	7.66%	12.34%	9.62%
LIC MF Balanced Advantage Fund	-4.69%	3.47%	1.4%

^{_{Data as of 14-Dec-2025}}

Note: Returns for less than one year are annualised. However, given the nature of the calculation, XIRR for such periods are not meaningful.

Rolling SIP returns (1 year or more):

Fund	Any 1Y SIP	Any 3Y SIP	Any 5Y SIP
ICICI Prudential Equity Arbitrage Fund	6.7%	7.47%	7.06%
Canara Robeco Balanced Advantage Fund	8.52%	0%	0%
Edelweiss Multi Asset Allocation Fund	8.35%	0%	0%
Bandhan Equity Savings Fund	7.32%	8.43%	8.24%
Baroda BNP Paribas Equity Savings Fund	10.47%	11.11%	10.47%
Mahindra Manulife Balanced Advantage Fund	8.76%	12.75%	0%
Bajaj Finserv Balanced Advantage Fund	5.14%	0%	0%
Bajaj Finserv Equity Savings Fund	0%	0%	0%
Old Bridge Arbitrage Fund	0%	0%	0%
Bank India Multi Asset Allocation Fund	9.72%	0%	0%
Parag Parikh Arbitrage Fund	7.14%	0%	0%
Edelweiss Arbitrage Fund	6.76%	6.41%	5.9%
Bajaj Finserv Arbitrage Fund	7.19%	0%	0%
Sundaram Multi Asset Allocation Fund	14.92%	0%	0%
LIC MF Equity Savings Fund	10.99%	0%	0%
Shriram Multi Asset Allocation Fund	2.62%	0%	0%
Bandhan Balanced Advantage Fund	10.22%	11.82%	11.21%
LIC MF Multi Asset Allocation Fund	0%	0%	0%
UTI Aggressive Hybrid Fund	13.47%	14.81%	14.92%
HDFC Balanced Advantage Fund	16.46%	15.5%	14.86%
ICICI Prudential Multi Asset Fund	18.49%	19.33%	20.32%
SBI Multi Asset Allocation Fund	11.07%	10.87%	10.2%
Samco Multi Asset Allocation Fund	0%	0%	0%
Bandhan Aggressive Hybrid Fund	12.74%	17.0%	15.87%
Groww Multi Asset Allocation Fund	0%	0%	0%
HDFC Arbitrage Wholesale Fund	6.22%	5.97%	5.38%
Invesco India Equity Savings Fund	9.59%	7.07%	10.37%
Mirae Asset Arbitrage Fund	4.47%	5.86%	7.08%
Baroda BNP Paribas Balanced Advantage Fund	13.69%	14.65%	14.29%
Sundaram Aggressive Hybrid Fund	12.87%	14.02%	0%
LIC MF Conservative Hybrid Fund	7.7%	7.7%	7.39%
UTI Conservative Hybrid Fund	6.95%	9.9%	9.7%
Kotak Aggressive Hybrid Fund	12.99%	15.25%	16.56%
Franklin India Aggressive Hybrid Fund	11.44%	13.91%	13.08%
The Wealth Company Multi Asset Allocation Fund	0%	0%	0%
Union Arbitrage Fund	6.34%	7.28%	6.84%
Nippon India Multi Asset Allocation Fund	11.84%	15.16%	19.36%
ITI Arbitrage Fund	6.73%	7.07%	6.57%
Sundaram Balanced Advantage Fund	10.24%	11.99%	0%
HDFC Hybrid Equity Fund	12.96%	13.84%	14.13%
Bandhan Multi Asset Allocation Fund	14.29%	0%	0%
Aditya Birla Sun Life Equity Hybrid95 Fund	11.89%	13.94%	10.82%
HDFC Hybrid Debt Fund	7.47%	9.75%	9.7%
Samco Arbitrage Fund	5.24%	0%	0%
UTI Balanced Advantage Fund	10.03%	0%	0%
Kotak Equity Savings Fund	9.7%	10.27%	10.09%
Nippon India Conservative Hybrid Fund	11.04%	9.25%	8.45%
LIC MF Aggressive Hybrid Fund	10.87%	8.84%	9.15%
HSBC Conservative Hybrid Fund	9.59%	7.96%	7.73%
Quant Aggressive Hybrid Fund	10.74%	20.28%	24.52%
NJ Balanced Advantage Fund	5.64%	9.48%	0%
Nippon India Equity Savings Fund	8.2%	8.69%	8.86%
Canara Robeco Multi Asset Allocation Fund	0%	0%	0%
Tata Balanced Advantage Fund	9.71%	11.13%	11.76%
Mirae Asset Aggressive Hybrid Fund	13.82%	14.28%	14.14%
Canara Robeco Conservative Hybrid Fund	10.04%	8.85%	8.73%
Mahindra Manulife Equity Savings Fund	10.89%	11.37%	11.16%
PGIM India Equity Savings Fund	7.48%	8.04%	8.19%
Mahindra Manulife Arbitrage Fund	3.71%	5.09%	6.06%
Quant Equity Savings Fund	0%	0%	0%
Parag Parikh Dynamic Asset Allocation Fund	7.0%	0%	0%
HDFC Arbitrage Fund	6.38%	6.24%	5.65%
Tata Arbitrage Fund	6.89%	7.62%	7.19%
DSP Aggressive Hybrid Fund	15.45%	15.64%	14.89%
Bank India Arbitrage Fund	5.48%	4.99%	5.55%
Union Aggressive Hybrid Fund	11.63%	13.44%	0%
Quantum Multi Asset Allocation Fund	12.41%	0%	0%
Axis Equity Savings Fund	9.96%	10.9%	10.79%
Sundaram Arbitrage Fund	6.76%	7.33%	0%
Franklin India Arbitrage Fund	6.9%	0%	0%
SBI Conservative Hybrid Fund	9.17%	10.15%	10.15%
Union Multi Asset Allocation Fund	23.51%	0%	0%
DSP Equity Savings Fund	8.14%	9.77%	9.87%
Unifi Dynamic Asset Allocation Fund	0%	0%	0%
PGIM India Multi Asset Allocation Fund	0%	0%	0%
JM Aggressive Hybrid Fund	8.03%	15.62%	15.7%
Kotak Arbitrage Fund	6.87%	6.78%	6.71%
Franklin India Multi Asset Allocation Fund	0%	0%	0%
Union Balanced Advantage Fund	9.32%	12.51%	10.97%
HSBC Balanced Advantage Fund	16.15%	11.21%	0%
Edelweiss Equity Savings Fund	9.94%	11.83%	11.45%
Baroda BNP Paribas Arbitrage Fund	7.76%	7.59%	0%
Shriram Aggressive Hybrid Fund	11.75%	11.93%	12.1%
HSBC Arbitrage Fund	7.73%	7.35%	0%
Bank India Mid Small Cap Equity Debt Fund	5.13%	14.89%	16.94%
Whiteoak Capital Balanced Advantage Fund	14.32%	0%	0%
Navi Aggressive Hybrid Fund	13.49%	15.47%	15.11%
Bank India Balanced Advantage Fund	8.6%	7.29%	4.84%
Parag Parikh Conservative Hybrid Fund	7.46%	10.67%	0%
Tata Aggressive Hybrid Fund	11.52%	12.76%	12.12%
Aditya Birla Sun Life Balanced Advantage Fund	10.64%	13.78%	13.15%
Franklin India Equity Savings Fund	7.59%	8.94%	9.02%
Kotak Multi Asset Allocation Fund	10.59%	0%	0%
PGIM India Aggressive Hybrid Equity Fund	10.04%	11.3%	11.99%
Union Equity Savings Fund	7.21%	8.19%	8.02%
SBI Equity Hybrid Fund	13.72%	13.44%	13.18%
Franklin India Balanced Advantage Fund	19.16%	12.93%	0%
360 One Balanced Hybrid Fund	7.64%	0%	0%
Helios Balanced Advantage Fund	7.21%	0%	0%
Baroda BNP Paribas Aggressive Hybrid Fund	16.16%	14.08%	0%
Franklin India Conservative Hybrid Fund	8.54%	7.94%	7.61%
Mirae Asset Equity Savings Fund	12.37%	11.71%	11.45%
Shriram Balanced Advantage Fund	9.82%	9.1%	9.6%
Edelweiss Aggressive Hybrid Fund	13.22%	15.11%	15.75%
Whiteoak Capital Balanced Hybrid Fund	10.03%	0%	0%
Invesco India Multi Asset Allocation Fund	0%	0%	0%
NJ Arbitrage Fund	7.41%	6.89%	0%
Edelweiss Balanced Advantage Fund	11.06%	10.51%	12.24%
Mahindra Manulife Aggressive Hybrid Fund	15.46%	17.99%	17.77%
Invesco India Balanced Advantage Fund	11.97%	12.86%	12.86%
Kotak Debt Hybrid Fund	11.27%	11.01%	10.61%
SBI Balanced Advantage Fund	11.57%	13.49%	0%
UTI Arbitrage Fund	6.77%	6.71%	6.53%
Bandhan Conservative Hybrid Fund	7.92%	8.47%	7.87%
Baroda BNP Paribas Conservative Hybrid Fund	10.11%	9.84%	0%
HDFC Multi Asset Fund	16.17%	15.75%	15.05%
ITI Balanced Advantage Fund	12.1%	8.85%	11.85%
Quant Multi Asset Allocation Fund	8.98%	22.08%	26.19%
Nippon India Balanced Advantage Fund	11.53%	12.02%	11.48%
Motilal Oswal Balanced Advantage Mofdynamic Fund	8.43%	7.64%	8.45%
Bandhan Arbitrage Fund	6.9%	6.81%	6.94%
DSP Multi Asset Allocation Fund	16.6%	0%	0%
Invesco India Arbitrage Fund	6.66%	6.53%	6.07%
DSP Dynamic Asset Allocation Fund	10.35%	10.25%	10.51%
PGIM India Balanced Advantage Fund	8.27%	11.53%	0%
Aditya Birla Sun Life Equity Savings Fund	10.09%	9.22%	9.26%
Groww Aggressive Hybrid Fund	12.19%	13.56%	12.44%
Bajaj Finserv Multi Asset Allocation Fund	12.57%	0%	0%
JM Arbitrage Fund	6.51%	6.07%	5.89%
PGIM India Arbitrage Fund	6.38%	5.94%	5.43%
ICICI Prudential Balanced Advantage Fund	14.49%	13.68%	12.82%
HDFC Equity Savings Fund	9.45%	11.71%	10.74%
Quant Dynamic Asset Allocation Fund	8.21%	0%	0%
ICICI Prudential Equity Debt Fund	15.88%	18.29%	19.63%
Tata Equity Savings Fund	8.77%	8.72%	8.66%
Axis Arbitrage Fund	6.8%	6.92%	6.69%
SBI Equity Savings Fund	9.53%	10.74%	10.32%
Axis Aggressive Hybrid Fund	10.89%	12.31%	11.81%
Aditya Birla Sun Life Multi Asset Allocation Fund	19.94%	0%	0%
LIC MF Arbitrage Fund	5.88%	6.41%	6.54%
Mahindra Manulife Multi Asset Allocation Fund	14.78%	0%	0%
Canara Robeco Equity Hybrid Fund	12.16%	14.13%	13.84%
UTI Equity Savings Fund	9.63%	11.86%	11.57%
Nippon India Aggressive Hybrid Fund	11.94%	15.28%	11.86%
Samco Dynamic Asset Allocation Fund	-1.87%	0%	0%
Quant Arbitrage Fund	0%	0%	0%
The Wealth Company Arbitrage Fund	0%	0%	0%
Whiteoak Capital Multi Asset Allocation Fund	18.85%	0%	0%
HSBC Equity Savings Fund	19.46%	12.85%	0%
Aditya Birla Sun Life Arbitrage Fund	6.83%	6.73%	6.6%
Whiteoak Capital Equity Savings Fund	0%	0%	0%
Sundaram Equity Savings Fund	11.01%	12.57%	0%
Axis Conservative Hybrid Fund	8.5%	8.86%	8.45%
Kotak Balanced Advantage Fund	13.48%	12.17%	12.04%
Nippon India Arbitrage Fund	6.92%	6.89%	6.36%
Tata Multi Asset Allocation Fund	20.48%	17.13%	16.4%
HSBC Aggressive Hybrid Fund	21.15%	14.51%	0%
Axis Multi Asset Allocation Fund	11.28%	10.66%	12.6%
Invesco India Aggressive Hybrid Fund	6.19%	15.5%	15.41%
Baroda BNP Paribas Multi Asset Fund	17.94%	0%	0%
HSBC Multi Asset Allocation Fund	10.0%	0%	0%
Whiteoak Capital Arbitrage Fund	7.1%	0%	0%
Motilal Oswal Arbitrage Fund	0%	0%	0%
360 One Multi Asset Allocation Fund	0%	0%	0%
Sundaram Conservative Hybrid Fund	8.15%	8.68%	7.97%
UTI Multi Asset Allocation Fund	14.38%	10.91%	9.97%
Mirae Asset Multi Asset Allocation Fund	14.31%	0%	0%
Trustmf Arbitrage Fund	0%	0%	0%
DSP Arbitrage Fund	4.8%	4.72%	5.22%
Axis Balanced Advantage Fund	7.35%	10.73%	9.73%
Mirae Asset Balanced Advantage Fund	12.02%	12.89%	0%
LIC MF Balanced Advantage Fund	11.62%	10.06%	0%

^{_{Data as of 14-Dec-2025}}

SIP Calculator Fund: Duration: 1 Year 3 Years 5 Years SIP Amount (₹):

Rolling Lumpsum returns

Fund	Any 1Y	Any 3Y	Any 5Y
ICICI Prudential Equity Arbitrage Fund	6.73%	7.73%	6.39%
Canara Robeco Balanced Advantage Fund	2.67%	0%	0%
Edelweiss Multi Asset Allocation Fund	8.31%	0%	0%
Bandhan Equity Savings Fund	7.17%	8.68%	8.37%
Baroda BNP Paribas Equity Savings Fund	8.65%	9.92%	9.54%
Mahindra Manulife Balanced Advantage Fund	8.38%	13.79%	0%
Bajaj Finserv Balanced Advantage Fund	5.15%	0%	0%
Bajaj Finserv Equity Savings Fund	0%	0%	0%
Old Bridge Arbitrage Fund	0%	0%	0%
Bank India Multi Asset Allocation Fund	6.61%	0%	0%
Parag Parikh Arbitrage Fund	7.3%	0%	0%
Edelweiss Arbitrage Fund	6.79%	6.61%	6.27%
Bajaj Finserv Arbitrage Fund	7.33%	0%	0%
Sundaram Multi Asset Allocation Fund	12.74%	0%	0%
LIC MF Equity Savings Fund	9.61%	0%	0%
Shriram Multi Asset Allocation Fund	-0.39%	0%	0%
Bandhan Balanced Advantage Fund	5.43%	12.19%	11.48%
LIC MF Multi Asset Allocation Fund	0%	0%	0%
UTI Aggressive Hybrid Fund	12.92%	14.14%	13.14%
HDFC Balanced Advantage Fund	13.73%	13.59%	13.49%
ICICI Prudential Multi Asset Fund	16.35%	19.75%	20.8%
SBI Multi Asset Allocation Fund	10.89%	11.02%	10.09%
Samco Multi Asset Allocation Fund	0%	0%	0%
Bandhan Aggressive Hybrid Fund	10.12%	16.6%	16.91%
Groww Multi Asset Allocation Fund	0%	0%	0%
HDFC Arbitrage Wholesale Fund	6.19%	6.05%	5.79%
Invesco India Equity Savings Fund	8.54%	8.85%	10.25%
Mirae Asset Arbitrage Fund	4.37%	5.2%	6.39%
Baroda BNP Paribas Balanced Advantage Fund	8.15%	15.08%	14.39%
Sundaram Aggressive Hybrid Fund	11.62%	13.61%	0%
LIC MF Conservative Hybrid Fund	7.36%	7.43%	7.41%
UTI Conservative Hybrid Fund	6.52%	10.13%	10.18%
Kotak Aggressive Hybrid Fund	9.57%	12.43%	13.34%
Franklin India Aggressive Hybrid Fund	10.58%	13.64%	12.24%
The Wealth Company Multi Asset Allocation Fund	0%	0%	0%
Union Arbitrage Fund	6.69%	6.72%	6.13%
Nippon India Multi Asset Allocation Fund	13.77%	18.09%	18.81%
ITI Arbitrage Fund	6.34%	5.39%	5.53%
Sundaram Balanced Advantage Fund	9.36%	11.87%	0%
HDFC Hybrid Equity Fund	10.37%	13.49%	13.27%
Bandhan Multi Asset Allocation Fund	11.72%	0%	0%
Aditya Birla Sun Life Equity Hybrid95 Fund	10.89%	12.64%	10.59%
HDFC Hybrid Debt Fund	6.44%	10.41%	10.51%
Samco Arbitrage Fund	5.39%	0%	0%
UTI Balanced Advantage Fund	10.97%	0%	0%
Kotak Equity Savings Fund	8.85%	9.31%	9.23%
Nippon India Conservative Hybrid Fund	10.01%	9.7%	6.56%
LIC MF Aggressive Hybrid Fund	9.31%	9.56%	9.54%
HSBC Conservative Hybrid Fund	9.07%	8.58%	8.2%
Quant Aggressive Hybrid Fund	11.51%	18.15%	19.56%
NJ Balanced Advantage Fund	1.48%	12.19%	0%
Nippon India Equity Savings Fund	5.84%	9.55%	5.83%
Canara Robeco Multi Asset Allocation Fund	0%	0%	0%
Tata Balanced Advantage Fund	5.66%	12.05%	13.27%
Mirae Asset Aggressive Hybrid Fund	9.7%	14.46%	15.75%
Canara Robeco Conservative Hybrid Fund	9.44%	9.15%	8.99%
Mahindra Manulife Equity Savings Fund	7.46%	11.61%	12.5%
PGIM India Equity Savings Fund	7.13%	7.99%	8.72%
Mahindra Manulife Arbitrage Fund	3.76%	4.48%	5.46%
Quant Equity Savings Fund	0%	0%	0%
Parag Parikh Dynamic Asset Allocation Fund	7.59%	0%	0%
HDFC Arbitrage Fund	6.45%	6.3%	6.06%
Tata Arbitrage Fund	7.11%	6.02%	6.53%
DSP Aggressive Hybrid Fund	14.1%	14.75%	15.05%
Bank India Arbitrage Fund	5.64%	4.77%	4.89%
Union Aggressive Hybrid Fund	7.13%	13.76%	0%
Quantum Multi Asset Allocation Fund	10.82%	0%	0%
Axis Equity Savings Fund	9.12%	10.38%	10.79%
Sundaram Arbitrage Fund	6.03%	7.52%	0%
Franklin India Arbitrage Fund	7.08%	0%	0%
SBI Conservative Hybrid Fund	7.45%	10.71%	10.39%
Union Multi Asset Allocation Fund	16.07%	0%	0%
DSP Equity Savings Fund	8.26%	9.26%	8.75%
Unifi Dynamic Asset Allocation Fund	0%	0%	0%
PGIM India Multi Asset Allocation Fund	0%	0%	0%
JM Aggressive Hybrid Fund	7.74%	14.01%	13.48%
Kotak Arbitrage Fund	6.96%	6.78%	6.24%
Franklin India Multi Asset Allocation Fund	0%	0%	0%
Union Balanced Advantage Fund	8.28%	13.13%	10.6%
HSBC Balanced Advantage Fund	17.35%	12.77%	0%
Edelweiss Equity Savings Fund	10.19%	10.94%	11.17%
Baroda BNP Paribas Arbitrage Fund	7.83%	7.76%	0%
Shriram Aggressive Hybrid Fund	8.94%	12.36%	12.8%
HSBC Arbitrage Fund	7.92%	7.65%	0%
Bank India Mid Small Cap Equity Debt Fund	-0.19%	18.93%	21.32%
Whiteoak Capital Balanced Advantage Fund	16.31%	0%	0%
Navi Aggressive Hybrid Fund	10.66%	14.81%	14.96%
Bank India Balanced Advantage Fund	7.91%	6.53%	4.94%
Parag Parikh Conservative Hybrid Fund	7.7%	11.51%	0%
Tata Aggressive Hybrid Fund	9.21%	12.07%	10.96%
Aditya Birla Sun Life Balanced Advantage Fund	8.95%	13.86%	13.23%
Franklin India Equity Savings Fund	6.77%	8.86%	9.83%
Kotak Multi Asset Allocation Fund	10.2%	0%	0%
PGIM India Aggressive Hybrid Equity Fund	7.78%	10.18%	10.01%
Union Equity Savings Fund	7.52%	8.5%	8.19%
SBI Equity Hybrid Fund	13.1%	13.84%	13.14%
Franklin India Balanced Advantage Fund	15.1%	13.99%	0%
360 One Balanced Hybrid Fund	10.31%	0%	0%
Helios Balanced Advantage Fund	5.09%	0%	0%
Baroda BNP Paribas Aggressive Hybrid Fund	14.43%	15.29%	0%
Franklin India Conservative Hybrid Fund	7.91%	7.93%	7.71%
Mirae Asset Equity Savings Fund	11.24%	13.41%	12.19%
Shriram Balanced Advantage Fund	9.63%	11.34%	11.66%
Edelweiss Aggressive Hybrid Fund	12.71%	15.51%	13.69%
Whiteoak Capital Balanced Hybrid Fund	9.76%	0%	0%
Invesco India Multi Asset Allocation Fund	0%	0%	0%
NJ Arbitrage Fund	6.86%	7.23%	0%
Edelweiss Balanced Advantage Fund	11.41%	12.07%	12.13%
Mahindra Manulife Aggressive Hybrid Fund	14.16%	19.39%	21.42%
Invesco India Balanced Advantage Fund	11.44%	13.72%	13.07%
Kotak Debt Hybrid Fund	10.98%	11.12%	10.4%
SBI Balanced Advantage Fund	8.2%	14.85%	0%
UTI Arbitrage Fund	7.01%	6.66%	6.25%
Bandhan Conservative Hybrid Fund	7.12%	8.61%	7.3%
Baroda BNP Paribas Conservative Hybrid Fund	9.3%	10.11%	0%
HDFC Multi Asset Fund	12.51%	15.58%	16.11%
ITI Balanced Advantage Fund	10.41%	12.02%	12.88%
Quant Multi Asset Allocation Fund	9.88%	18.71%	18.66%
Nippon India Balanced Advantage Fund	9.75%	11.96%	10.92%
Motilal Oswal Balanced Advantage Mofdynamic Fund	3.11%	10.36%	8.87%
Bandhan Arbitrage Fund	6.99%	6.79%	6.39%
DSP Multi Asset Allocation Fund	15.89%	0%	0%
Invesco India Arbitrage Fund	6.65%	6.56%	6.34%
DSP Dynamic Asset Allocation Fund	9.45%	10.34%	10.07%
PGIM India Balanced Advantage Fund	6.15%	11.5%	0%
Aditya Birla Sun Life Equity Savings Fund	8.98%	8.89%	9.14%
Groww Aggressive Hybrid Fund	10.61%	14.49%	13.68%
Bajaj Finserv Multi Asset Allocation Fund	7.9%	0%	0%
JM Arbitrage Fund	6.55%	6.23%	5.27%
PGIM India Arbitrage Fund	6.45%	5.84%	5.59%
ICICI Prudential Balanced Advantage Fund	12.23%	12.92%	12.68%
HDFC Equity Savings Fund	6.78%	11.14%	11.96%
Quant Dynamic Asset Allocation Fund	7.26%	0%	0%
ICICI Prudential Equity Debt Fund	14.5%	19.41%	23.97%
Tata Equity Savings Fund	8.26%	8.99%	8.15%
Axis Arbitrage Fund	7.06%	6.97%	6.35%
SBI Equity Savings Fund	8.69%	11.61%	10.79%
Axis Aggressive Hybrid Fund	5.39%	12.07%	12.85%
Aditya Birla Sun Life Multi Asset Allocation Fund	18.01%	0%	0%
LIC MF Arbitrage Fund	6.1%	5.69%	5.73%
Mahindra Manulife Multi Asset Allocation Fund	12.11%	0%	0%
Canara Robeco Equity Hybrid Fund	7.39%	14.37%	15.18%
UTI Equity Savings Fund	7.66%	11.1%	10.15%
Nippon India Aggressive Hybrid Fund	9.28%	13.95%	9.74%
Samco Dynamic Asset Allocation Fund	-0.39%	0%	0%
Quant Arbitrage Fund	0%	0%	0%
The Wealth Company Arbitrage Fund	0%	0%	0%
Whiteoak Capital Multi Asset Allocation Fund	18.61%	0%	0%
HSBC Equity Savings Fund	18.72%	14.34%	0%
Aditya Birla Sun Life Arbitrage Fund	6.88%	6.69%	6.28%
Whiteoak Capital Equity Savings Fund	0%	0%	0%
Sundaram Equity Savings Fund	10.22%	12.8%	0%
Axis Conservative Hybrid Fund	8.48%	8.61%	8.4%
Kotak Balanced Advantage Fund	11.43%	12.84%	12.41%
Nippon India Arbitrage Fund	6.93%	6.91%	6.57%
Tata Multi Asset Allocation Fund	12.87%	16.52%	17.89%
HSBC Aggressive Hybrid Fund	23.98%	16.05%	0%
Axis Multi Asset Allocation Fund	10.71%	10.1%	12.1%
Invesco India Aggressive Hybrid Fund	2.92%	16.86%	16.06%
Baroda BNP Paribas Multi Asset Fund	19.25%	0%	0%
HSBC Multi Asset Allocation Fund	6.29%	0%	0%
Whiteoak Capital Arbitrage Fund	7.39%	0%	0%
Motilal Oswal Arbitrage Fund	0%	0%	0%
360 One Multi Asset Allocation Fund	0%	0%	0%
Sundaram Conservative Hybrid Fund	7.98%	8.58%	7.7%
UTI Multi Asset Allocation Fund	9.75%	9.93%	9.6%
Mirae Asset Multi Asset Allocation Fund	12.85%	0%	0%
Trustmf Arbitrage Fund	0%	0%	0%
DSP Arbitrage Fund	5.08%	5.01%	5.49%
Axis Balanced Advantage Fund	6.91%	9.71%	8.58%
Mirae Asset Balanced Advantage Fund	10.69%	13.46%	0%
LIC MF Balanced Advantage Fund	8.95%	10.81%	0%

^{_{Data as of 14-Dec-2025}}

Rolling SWP returns

Fund	Any 1Y SWP	Any 3Y SWP	Any 5Y SWP
ICICI Prudential Equity Arbitrage Fund	6.74%	8.02%	5.65%
Canara Robeco Balanced Advantage Fund	-2.15%	0%	0%
Edelweiss Multi Asset Allocation Fund	8.36%	0%	0%
Bandhan Equity Savings Fund	6.9%	8.89%	8.96%
Baroda BNP Paribas Equity Savings Fund	7.36%	11.08%	8.44%
Mahindra Manulife Balanced Advantage Fund	6.92%	15.06%	0%
Bajaj Finserv Balanced Advantage Fund	4.69%	0%	0%
Bajaj Finserv Equity Savings Fund	0%	0%	0%
Old Bridge Arbitrage Fund	0%	0%	0%
Bank India Multi Asset Allocation Fund	3.48%	0%	0%
Parag Parikh Arbitrage Fund	7.39%	0%	0%
Edelweiss Arbitrage Fund	6.77%	6.84%	6.66%
Bajaj Finserv Arbitrage Fund	7.41%	0%	0%
Sundaram Multi Asset Allocation Fund	11.48%	0%	0%
LIC MF Equity Savings Fund	10.94%	0%	0%
Shriram Multi Asset Allocation Fund	3.36%	0%	0%
Bandhan Balanced Advantage Fund	1.68%	12.62%	11.81%
LIC MF Multi Asset Allocation Fund	0%	0%	0%
UTI Aggressive Hybrid Fund	12.49%	14.6%	11.03%
HDFC Balanced Advantage Fund	14.08%	11.17%	10.89%
ICICI Prudential Multi Asset Fund	13.3%	20.41%	18.36%
SBI Multi Asset Allocation Fund	10.03%	10.82%	9.06%
Samco Multi Asset Allocation Fund	0%	0%	0%
Bandhan Aggressive Hybrid Fund	5.98%	11.62%	11.95%
Groww Multi Asset Allocation Fund	0%	0%	0%
HDFC Arbitrage Wholesale Fund	6.19%	6.17%	6.2%
Invesco India Equity Savings Fund	6.46%	9.65%	10.03%
Mirae Asset Arbitrage Fund	4.39%	4.51%	5.63%
Baroda BNP Paribas Balanced Advantage Fund	1.2%	15.57%	14.36%
Sundaram Aggressive Hybrid Fund	15.32%	13.83%	0%
LIC MF Conservative Hybrid Fund	6.73%	7.52%	6.9%
UTI Conservative Hybrid Fund	4.9%	10.58%	10.6%
Kotak Aggressive Hybrid Fund	8.29%	11.64%	9.45%
Franklin India Aggressive Hybrid Fund	9.5%	11.73%	9.19%
The Wealth Company Multi Asset Allocation Fund	0%	0%	0%
Union Arbitrage Fund	6.98%	7.81%	5.32%
Nippon India Multi Asset Allocation Fund	13.5%	20.8%	18.1%
ITI Arbitrage Fund	4.76%	4.27%	4.4%
Sundaram Balanced Advantage Fund	6.99%	11.69%	0%
HDFC Hybrid Equity Fund	9.84%	11.1%	11.08%
Bandhan Multi Asset Allocation Fund	8.85%	0%	0%
Aditya Birla Sun Life Equity Hybrid95 Fund	9.45%	11.71%	9.91%
HDFC Hybrid Debt Fund	6.25%	11.25%	11.56%
Samco Arbitrage Fund	5.52%	0%	0%
UTI Balanced Advantage Fund	15.29%	0%	0%
Kotak Equity Savings Fund	8.37%	8.84%	8.36%
Nippon India Conservative Hybrid Fund	8.92%	9.71%	8.69%
LIC MF Aggressive Hybrid Fund	8.8%	9.11%	8.31%
HSBC Conservative Hybrid Fund	7.81%	9.25%	7.74%
Quant Aggressive Hybrid Fund	8.01%	11.33%	11.59%
NJ Balanced Advantage Fund	0.14%	15.4%	0%
Nippon India Equity Savings Fund	4.65%	9.79%	5.78%
Canara Robeco Multi Asset Allocation Fund	0%	0%	0%
Tata Balanced Advantage Fund	2.23%	13.37%	15.2%
Mirae Asset Aggressive Hybrid Fund	12.11%	14.77%	17.08%
Canara Robeco Conservative Hybrid Fund	9.33%	9.59%	9.27%
Mahindra Manulife Equity Savings Fund	5.45%	11.24%	13.36%
PGIM India Equity Savings Fund	6.84%	7.97%	9.02%
Mahindra Manulife Arbitrage Fund	3.77%	3.87%	4.81%
Quant Equity Savings Fund	0%	0%	0%
Parag Parikh Dynamic Asset Allocation Fund	7.15%	0%	0%
HDFC Arbitrage Fund	6.41%	6.24%	6.48%
Tata Arbitrage Fund	7.46%	6.28%	5.78%
DSP Aggressive Hybrid Fund	10.92%	14.26%	13.74%
Bank India Arbitrage Fund	5.5%	4.5%	4.18%
Union Aggressive Hybrid Fund	1.03%	14.34%	0%
Quantum Multi Asset Allocation Fund	9.05%	0%	0%
Axis Equity Savings Fund	8.35%	9.5%	9.92%
Sundaram Arbitrage Fund	5.17%	7.7%	0%
Franklin India Arbitrage Fund	7.23%	0%	0%
SBI Conservative Hybrid Fund	8.96%	10.94%	11.21%
Union Multi Asset Allocation Fund	8.03%	0%	0%
DSP Equity Savings Fund	7.47%	8.22%	7.04%
Unifi Dynamic Asset Allocation Fund	0%	0%	0%
PGIM India Multi Asset Allocation Fund	0%	0%	0%
JM Aggressive Hybrid Fund	4.6%	18.95%	8.39%
Kotak Arbitrage Fund	6.93%	6.74%	6.33%
Franklin India Multi Asset Allocation Fund	0%	0%	0%
Union Balanced Advantage Fund	5.98%	12.51%	10.11%
HSBC Balanced Advantage Fund	17.72%	14.7%	0%
Edelweiss Equity Savings Fund	9.38%	11.16%	10.56%
Baroda BNP Paribas Arbitrage Fund	8.03%	8.04%	0%
Shriram Aggressive Hybrid Fund	8.24%	10.19%	10.67%
HSBC Arbitrage Fund	7.97%	7.97%	0%
Bank India Mid Small Cap Equity Debt Fund	-7.4%	23.84%	28.19%
Whiteoak Capital Balanced Advantage Fund	20.96%	0%	0%
Navi Aggressive Hybrid Fund	13.29%	12.94%	11.74%
Bank India Balanced Advantage Fund	7.48%	6.78%	4.98%
Parag Parikh Conservative Hybrid Fund	8.73%	12.7%	0%
Tata Aggressive Hybrid Fund	8.82%	10.42%	7.7%
Aditya Birla Sun Life Balanced Advantage Fund	6.71%	13.93%	13.34%
Franklin India Equity Savings Fund	5.77%	8.79%	10.84%
Kotak Multi Asset Allocation Fund	14.3%	0%	0%
PGIM India Aggressive Hybrid Equity Fund	7.75%	9.28%	7.12%
Union Equity Savings Fund	5.79%	8.68%	8.15%
SBI Equity Hybrid Fund	12.09%	12.82%	11.27%
Franklin India Balanced Advantage Fund	8.6%	15.42%	0%
360 One Balanced Hybrid Fund	16.57%	0%	0%
Helios Balanced Advantage Fund	1.7%	0%	0%
Baroda BNP Paribas Aggressive Hybrid Fund	10.05%	16.73%	0%
Franklin India Conservative Hybrid Fund	7.33%	8.46%	7.81%
Mirae Asset Equity Savings Fund	7.97%	12.64%	13.06%
Shriram Balanced Advantage Fund	8.09%	11.85%	11.97%
Edelweiss Aggressive Hybrid Fund	11.13%	14.35%	13.92%
Whiteoak Capital Balanced Hybrid Fund	15.13%	0%	0%
Invesco India Multi Asset Allocation Fund	0%	0%	0%
NJ Arbitrage Fund	6.5%	7.59%	0%
Edelweiss Balanced Advantage Fund	9.6%	12.18%	10.66%
Mahindra Manulife Aggressive Hybrid Fund	19.6%	19.45%	23.79%
Invesco India Balanced Advantage Fund	11.58%	14.94%	13.28%
Kotak Debt Hybrid Fund	9.91%	11.65%	10.02%
SBI Balanced Advantage Fund	5.93%	16.51%	0%
UTI Arbitrage Fund	6.88%	6.57%	6.12%
Bandhan Conservative Hybrid Fund	5.38%	8.47%	6.63%
Baroda BNP Paribas Conservative Hybrid Fund	9.77%	10.44%	0%
HDFC Multi Asset Fund	8.9%	15.49%	17.48%
ITI Balanced Advantage Fund	11.09%	14.54%	14.19%
Quant Multi Asset Allocation Fund	7.37%	7.89%	8.98%
Nippon India Balanced Advantage Fund	9.45%	10.91%	10.26%
Motilal Oswal Balanced Advantage Mofdynamic Fund	4.88%	11.23%	9.2%
Bandhan Arbitrage Fund	7.24%	6.83%	5.79%
DSP Multi Asset Allocation Fund	16.78%	0%	0%
Invesco India Arbitrage Fund	6.64%	6.58%	6.62%
DSP Dynamic Asset Allocation Fund	9.11%	9.26%	9.58%
PGIM India Balanced Advantage Fund	5.6%	11.73%	0%
Aditya Birla Sun Life Equity Savings Fund	7.4%	8.94%	8.57%
Groww Aggressive Hybrid Fund	11.01%	11.21%	15.22%
Bajaj Finserv Multi Asset Allocation Fund	1.01%	0%	0%
JM Arbitrage Fund	6.59%	6.07%	5.16%
PGIM India Arbitrage Fund	6.43%	5.86%	5.44%
ICICI Prudential Balanced Advantage Fund	10.55%	11.73%	12.15%
HDFC Equity Savings Fund	3.89%	11.44%	13.61%
Quant Dynamic Asset Allocation Fund	19.97%	0%	0%
ICICI Prudential Equity Debt Fund	13.56%	20.81%	30.59%
Tata Equity Savings Fund	7.76%	8.62%	8.43%
Axis Arbitrage Fund	7.04%	6.97%	5.84%
SBI Equity Savings Fund	3.78%	12.27%	11.67%
Axis Aggressive Hybrid Fund	4.05%	11.19%	13.88%
Aditya Birla Sun Life Multi Asset Allocation Fund	21.7%	0%	0%
LIC MF Arbitrage Fund	6.34%	5.28%	4.94%
Mahindra Manulife Multi Asset Allocation Fund	9.21%	0%	0%
Canara Robeco Equity Hybrid Fund	7.6%	14.59%	16.61%
UTI Equity Savings Fund	7.24%	9.96%	8.58%
Nippon India Aggressive Hybrid Fund	12.29%	12.84%	10.28%
Samco Dynamic Asset Allocation Fund	0.21%	0%	0%
Quant Arbitrage Fund	0%	0%	0%
The Wealth Company Arbitrage Fund	0%	0%	0%
Whiteoak Capital Multi Asset Allocation Fund	18.27%	0%	0%
HSBC Equity Savings Fund	20.49%	16.06%	0%
Aditya Birla Sun Life Arbitrage Fund	6.91%	6.63%	6.29%
Whiteoak Capital Equity Savings Fund	0%	0%	0%
Sundaram Equity Savings Fund	9.45%	13.47%	0%
Axis Conservative Hybrid Fund	8.49%	8.41%	8.56%
Kotak Balanced Advantage Fund	7.99%	13.86%	12.86%
Nippon India Arbitrage Fund	6.91%	6.9%	6.87%
Tata Multi Asset Allocation Fund	11.08%	16.02%	19.79%
HSBC Aggressive Hybrid Fund	26.44%	17.85%	0%
Axis Multi Asset Allocation Fund	8.92%	10.44%	10.92%
Invesco India Aggressive Hybrid Fund	-1.34%	19.2%	17.16%
Baroda BNP Paribas Multi Asset Fund	22.56%	0%	0%
HSBC Multi Asset Allocation Fund	1.76%	0%	0%
Whiteoak Capital Arbitrage Fund	7.69%	0%	0%
Motilal Oswal Arbitrage Fund	0%	0%	0%
360 One Multi Asset Allocation Fund	0%	0%	0%
Sundaram Conservative Hybrid Fund	7.29%	8.86%	8.72%
UTI Multi Asset Allocation Fund	5.85%	11.27%	9.12%
Mirae Asset Multi Asset Allocation Fund	10.87%	0%	0%
Trustmf Arbitrage Fund	0%	0%	0%
DSP Arbitrage Fund	5.09%	5.34%	5.77%
Axis Balanced Advantage Fund	6.7%	8.64%	7.49%
Mirae Asset Balanced Advantage Fund	10.79%	14.27%	0%
LIC MF Balanced Advantage Fund	7.11%	11.79%	0%

^{_{Data as of 14-Dec-2025}}

SIP and SWP returns with step-up

Rolling SIP returns with 10% step-up

Fund	Any 1Y SIP	Any 3Y 目↑ SIP	Any 5Y 目↑ SIP
ICICI Prudential Equity Arbitrage Fund	6.7%	7.45%	7.09%
Canara Robeco Balanced Advantage Fund	8.52%	0%	0%
Edelweiss Multi Asset Allocation Fund	8.35%	0%	0%
Bandhan Equity Savings Fund	7.32%	8.36%	8.2%
Baroda BNP Paribas Equity Savings Fund	10.47%	11.11%	10.51%
Mahindra Manulife Balanced Advantage Fund	8.76%	12.54%	0%
Bajaj Finserv Balanced Advantage Fund	5.14%	0%	0%
Bajaj Finserv Equity Savings Fund	0%	0%	0%
Old Bridge Arbitrage Fund	0%	0%	0%
Bank India Multi Asset Allocation Fund	9.72%	0%	0%
Parag Parikh Arbitrage Fund	7.14%	0%	0%
Edelweiss Arbitrage Fund	6.76%	7.56%	7.23%
Bajaj Finserv Arbitrage Fund	7.19%	0%	0%
Sundaram Multi Asset Allocation Fund	14.92%	0%	0%
LIC MF Equity Savings Fund	10.99%	0%	0%
Shriram Multi Asset Allocation Fund	2.62%	0%	0%
Bandhan Balanced Advantage Fund	10.22%	11.79%	11.24%
LIC MF Multi Asset Allocation Fund	0%	0%	0%
UTI Aggressive Hybrid Fund	13.47%	14.92%	15.82%
HDFC Balanced Advantage Fund	16.46%	15.18%	17.93%
ICICI Prudential Multi Asset Fund	18.49%	19.36%	20.31%
SBI Multi Asset Allocation Fund	11.07%	18.63%	17.16%
Samco Multi Asset Allocation Fund	0%	0%	0%
Bandhan Aggressive Hybrid Fund	12.74%	16.99%	16.1%
Groww Multi Asset Allocation Fund	0%	0%	0%
HDFC Arbitrage Wholesale Fund	6.22%	7.4%	7.03%
Invesco India Equity Savings Fund	9.59%	10.38%	10.33%
Mirae Asset Arbitrage Fund	4.47%	7.47%	7.11%
Baroda BNP Paribas Balanced Advantage Fund	13.69%	14.53%	14.38%
Sundaram Aggressive Hybrid Fund	12.87%	13.29%	0%
LIC MF Conservative Hybrid Fund	7.7%	7.95%	7.4%
UTI Conservative Hybrid Fund	6.95%	9.68%	9.71%
Kotak Aggressive Hybrid Fund	12.99%	14.59%	15.2%
Franklin India Aggressive Hybrid Fund	11.44%	13.58%	14.18%
The Wealth Company Multi Asset Allocation Fund	0%	0%	0%
Union Arbitrage Fund	6.34%	7.24%	6.87%
Nippon India Multi Asset Allocation Fund	11.84%	21.52%	19.5%
ITI Arbitrage Fund	6.73%	7.46%	6.74%
Sundaram Balanced Advantage Fund	10.24%	11.87%	0%
HDFC Hybrid Equity Fund	12.96%	11.26%	12.56%
Bandhan Multi Asset Allocation Fund	14.29%	0%	0%
Aditya Birla Sun Life Equity Hybrid95 Fund	11.89%	13.81%	13.07%
HDFC Hybrid Debt Fund	7.47%	9.04%	9.74%
Samco Arbitrage Fund	5.24%	0%	0%
UTI Balanced Advantage Fund	10.03%	0%	0%
Kotak Equity Savings Fund	9.7%	12.12%	12.12%
Nippon India Conservative Hybrid Fund	11.04%	10.06%	9.59%
LIC MF Aggressive Hybrid Fund	10.87%	13.08%	12.6%
HSBC Conservative Hybrid Fund	9.59%	9.24%	9.22%
Quant Aggressive Hybrid Fund	10.74%	12.67%	14.75%
NJ Balanced Advantage Fund	5.64%	9.2%	0%
Nippon India Equity Savings Fund	8.2%	8.6%	8.8%
Canara Robeco Multi Asset Allocation Fund	0%	0%	0%
Tata Balanced Advantage Fund	9.71%	10.92%	11.66%
Mirae Asset Aggressive Hybrid Fund	13.82%	14.3%	14.08%
Canara Robeco Conservative Hybrid Fund	10.04%	8.76%	8.71%
Mahindra Manulife Equity Savings Fund	10.89%	11.15%	11.01%
PGIM India Equity Savings Fund	7.48%	7.86%	7.76%
Mahindra Manulife Arbitrage Fund	3.71%	6.44%	6.09%
Quant Equity Savings Fund	0%	0%	0%
Parag Parikh Dynamic Asset Allocation Fund	7.0%	0%	0%
HDFC Arbitrage Fund	6.38%	7.4%	7.03%
Tata Arbitrage Fund	6.89%	7.6%	7.22%
DSP Aggressive Hybrid Fund	15.45%	15.07%	14.71%
Bank India Arbitrage Fund	5.48%	6.89%	6.33%
Union Aggressive Hybrid Fund	11.63%	13.16%	0%
Quantum Multi Asset Allocation Fund	12.41%	0%	0%
Axis Equity Savings Fund	9.96%	10.67%	10.34%
Sundaram Arbitrage Fund	6.76%	7.32%	0%
Franklin India Arbitrage Fund	6.9%	0%	0%
SBI Conservative Hybrid Fund	9.17%	9.86%	10.05%
Union Multi Asset Allocation Fund	23.51%	0%	0%
DSP Equity Savings Fund	8.14%	10.28%	10.18%
Unifi Dynamic Asset Allocation Fund	0%	0%	0%
PGIM India Multi Asset Allocation Fund	0%	0%	0%
JM Aggressive Hybrid Fund	8.03%	14.8%	17.37%
Kotak Arbitrage Fund	6.87%	7.59%	7.26%
Franklin India Multi Asset Allocation Fund	0%	0%	0%
Union Balanced Advantage Fund	9.32%	10.75%	10.56%
HSBC Balanced Advantage Fund	16.15%	11.03%	0%
Edelweiss Equity Savings Fund	9.94%	11.9%	11.38%
Baroda BNP Paribas Arbitrage Fund	7.76%	7.47%	0%
Shriram Aggressive Hybrid Fund	11.75%	11.36%	11.78%
HSBC Arbitrage Fund	7.73%	7.32%	0%
Bank India Mid Small Cap Equity Debt Fund	5.13%	14.19%	16.47%
Whiteoak Capital Balanced Advantage Fund	14.32%	0%	0%
Navi Aggressive Hybrid Fund	13.49%	13.23%	13.7%
Bank India Balanced Advantage Fund	8.6%	10.78%	11.91%
Parag Parikh Conservative Hybrid Fund	7.46%	10.49%	0%
Tata Aggressive Hybrid Fund	11.52%	11.26%	12.3%
Aditya Birla Sun Life Balanced Advantage Fund	10.64%	13.68%	13.17%
Franklin India Equity Savings Fund	7.59%	8.75%	8.84%
Kotak Multi Asset Allocation Fund	10.59%	0%	0%
PGIM India Aggressive Hybrid Equity Fund	10.04%	12.52%	12.21%
Union Equity Savings Fund	7.21%	8.04%	7.91%
SBI Equity Hybrid Fund	13.72%	15.48%	14.31%
Franklin India Balanced Advantage Fund	19.16%	12.75%	0%
360 One Balanced Hybrid Fund	7.64%	0%	0%
Helios Balanced Advantage Fund	7.21%	0%	0%
Baroda BNP Paribas Aggressive Hybrid Fund	16.16%	13.85%	0%
Franklin India Conservative Hybrid Fund	8.54%	9.43%	9.25%
Mirae Asset Equity Savings Fund	12.37%	11.82%	11.47%
Shriram Balanced Advantage Fund	9.82%	8.29%	9.33%
Edelweiss Aggressive Hybrid Fund	13.22%	15.88%	17.07%
Whiteoak Capital Balanced Hybrid Fund	10.03%	0%	0%
Invesco India Multi Asset Allocation Fund	0%	0%	0%
NJ Arbitrage Fund	7.41%	6.86%	0%
Edelweiss Balanced Advantage Fund	11.06%	12.44%	12.57%
Mahindra Manulife Aggressive Hybrid Fund	15.46%	16.68%	17.14%
Invesco India Balanced Advantage Fund	11.97%	12.68%	12.82%
Kotak Debt Hybrid Fund	11.27%	9.97%	10.48%
SBI Balanced Advantage Fund	11.57%	13.38%	0%
UTI Arbitrage Fund	6.77%	7.48%	7.09%
Bandhan Conservative Hybrid Fund	7.92%	8.53%	7.81%
Baroda BNP Paribas Conservative Hybrid Fund	10.11%	9.62%	0%
HDFC Multi Asset Fund	16.17%	15.69%	15.08%
ITI Balanced Advantage Fund	12.1%	11.82%	11.8%
Quant Multi Asset Allocation Fund	8.98%	21.81%	22.81%
Nippon India Balanced Advantage Fund	11.53%	12.72%	12.81%
Motilal Oswal Balanced Advantage Mofdynamic Fund	8.43%	6.92%	8.2%
Bandhan Arbitrage Fund	6.9%	7.47%	7.12%
DSP Multi Asset Allocation Fund	16.6%	0%	0%
Invesco India Arbitrage Fund	6.66%	7.59%	7.34%
DSP Dynamic Asset Allocation Fund	10.35%	13.14%	12.02%
PGIM India Balanced Advantage Fund	8.27%	11.46%	0%
Aditya Birla Sun Life Equity Savings Fund	10.09%	10.05%	9.15%
Groww Aggressive Hybrid Fund	12.19%	11.76%	12.37%
Bajaj Finserv Multi Asset Allocation Fund	12.57%	0%	0%
JM Arbitrage Fund	6.51%	7.06%	6.7%
PGIM India Arbitrage Fund	6.38%	7.11%	6.76%
ICICI Prudential Balanced Advantage Fund	14.49%	14.13%	13.66%
HDFC Equity Savings Fund	9.45%	10.34%	10.68%
Quant Dynamic Asset Allocation Fund	8.21%	0%	0%
ICICI Prudential Equity Debt Fund	15.88%	18.09%	19.47%
Tata Equity Savings Fund	8.77%	10.08%	9.84%
Axis Arbitrage Fund	6.8%	7.46%	7.12%
SBI Equity Savings Fund	9.53%	10.31%	10.35%
Axis Aggressive Hybrid Fund	10.89%	12.54%	11.5%
Aditya Birla Sun Life Multi Asset Allocation Fund	19.94%	0%	0%
LIC MF Arbitrage Fund	5.88%	7.16%	6.84%
Mahindra Manulife Multi Asset Allocation Fund	14.78%	0%	0%
Canara Robeco Equity Hybrid Fund	12.16%	13.69%	13.63%
UTI Equity Savings Fund	9.63%	10.79%	11.07%
Nippon India Aggressive Hybrid Fund	11.94%	14.21%	15.05%
Samco Dynamic Asset Allocation Fund	-1.87%	0%	0%
Quant Arbitrage Fund	0%	0%	0%
The Wealth Company Arbitrage Fund	0%	0%	0%
Whiteoak Capital Multi Asset Allocation Fund	18.85%	0%	0%
HSBC Equity Savings Fund	19.46%	12.71%	0%
Aditya Birla Sun Life Arbitrage Fund	6.83%	7.59%	7.19%
Whiteoak Capital Equity Savings Fund	0%	0%	0%
Sundaram Equity Savings Fund	11.01%	12.21%	0%
Axis Conservative Hybrid Fund	8.5%	8.82%	8.32%
Kotak Balanced Advantage Fund	13.48%	12.07%	12.02%
Nippon India Arbitrage Fund	6.92%	7.42%	7.1%
Tata Multi Asset Allocation Fund	20.48%	17.02%	16.43%
HSBC Aggressive Hybrid Fund	21.15%	14.31%	0%
Axis Multi Asset Allocation Fund	11.28%	16.79%	13.94%
Invesco India Aggressive Hybrid Fund	6.19%	15.07%	15.19%
Baroda BNP Paribas Multi Asset Fund	17.94%	0%	0%
HSBC Multi Asset Allocation Fund	10.0%	0%	0%
Whiteoak Capital Arbitrage Fund	7.1%	0%	0%
Motilal Oswal Arbitrage Fund	0%	0%	0%
360 One Multi Asset Allocation Fund	0%	0%	0%
Sundaram Conservative Hybrid Fund	8.15%	7.23%	7.79%
UTI Multi Asset Allocation Fund	14.38%	18.93%	18.09%
Mirae Asset Multi Asset Allocation Fund	14.31%	0%	0%
Trustmf Arbitrage Fund	0%	0%	0%
DSP Arbitrage Fund	4.8%	7.36%	7.01%
Axis Balanced Advantage Fund	7.35%	14.6%	13.86%
Mirae Asset Balanced Advantage Fund	12.02%	12.78%	0%
LIC MF Balanced Advantage Fund	11.62%	9.92%	0%

^{_{Data as of 14-Dec-2025}}

Rolling SWP returns with 10% step-up

Fund	Any 1Y SWP	Any 3Y 目↑ SWP	Any 5Y 目↑ SWP
ICICI Prudential Equity Arbitrage Fund	6.74%	8.01%	5.73%
Canara Robeco Balanced Advantage Fund	-2.15%	0%	0%
Edelweiss Multi Asset Allocation Fund	8.36%	0%	0%
Bandhan Equity Savings Fund	6.9%	8.93%	8.91%
Baroda BNP Paribas Equity Savings Fund	7.36%	11.27%	8.53%
Mahindra Manulife Balanced Advantage Fund	6.92%	15.18%	0%
Bajaj Finserv Balanced Advantage Fund	4.69%	0%	0%
Bajaj Finserv Equity Savings Fund	0%	0%	0%
Old Bridge Arbitrage Fund	0%	0%	0%
Bank India Multi Asset Allocation Fund	3.48%	0%	0%
Parag Parikh Arbitrage Fund	7.39%	0%	0%
Edelweiss Arbitrage Fund	6.77%	8.19%	5.95%
Bajaj Finserv Arbitrage Fund	7.41%	0%	0%
Sundaram Multi Asset Allocation Fund	11.48%	0%	0%
LIC MF Equity Savings Fund	10.94%	0%	0%
Shriram Multi Asset Allocation Fund	3.36%	0%	0%
Bandhan Balanced Advantage Fund	1.68%	12.71%	11.77%
LIC MF Multi Asset Allocation Fund	0%	0%	0%
UTI Aggressive Hybrid Fund	12.49%	18.64%	22.15%
HDFC Balanced Advantage Fund	14.08%	21.56%	26.55%
ICICI Prudential Multi Asset Fund	13.3%	20.54%	28.14%
SBI Multi Asset Allocation Fund	10.03%	18.13%	14.77%
Samco Multi Asset Allocation Fund	0%	0%	0%
Bandhan Aggressive Hybrid Fund	5.98%	16.34%	19.49%
Groww Multi Asset Allocation Fund	0%	0%	0%
HDFC Arbitrage Wholesale Fund	6.19%	8.0%	5.64%
Invesco India Equity Savings Fund	6.46%	14.34%	10.1%
Mirae Asset Arbitrage Fund	4.39%	8.09%	5.71%
Baroda BNP Paribas Balanced Advantage Fund	1.2%	15.63%	14.34%
Sundaram Aggressive Hybrid Fund	15.32%	13.65%	0%
LIC MF Conservative Hybrid Fund	6.73%	7.14%	6.74%
UTI Conservative Hybrid Fund	4.9%	10.71%	10.57%
Kotak Aggressive Hybrid Fund	8.29%	17.35%	21.09%
Franklin India Aggressive Hybrid Fund	9.5%	16.39%	18.37%
The Wealth Company Multi Asset Allocation Fund	0%	0%	0%
Union Arbitrage Fund	6.98%	7.87%	5.44%
Nippon India Multi Asset Allocation Fund	13.5%	20.66%	18.04%
ITI Arbitrage Fund	4.76%	7.47%	4.73%
Sundaram Balanced Advantage Fund	6.99%	11.8%	0%
HDFC Hybrid Equity Fund	9.84%	13.33%	19.55%
Bandhan Multi Asset Allocation Fund	8.85%	0%	0%
Aditya Birla Sun Life Equity Hybrid95 Fund	9.45%	15.17%	16.59%
HDFC Hybrid Debt Fund	6.25%	11.62%	11.97%
Samco Arbitrage Fund	5.52%	0%	0%
UTI Balanced Advantage Fund	15.29%	0%	0%
Kotak Equity Savings Fund	8.37%	13.48%	12.12%
Nippon India Conservative Hybrid Fund	8.92%	9.76%	9.29%
LIC MF Aggressive Hybrid Fund	8.8%	14.78%	13.15%
HSBC Conservative Hybrid Fund	7.81%	11.56%	9.02%
Quant Aggressive Hybrid Fund	8.01%	12.26%	28.69%
NJ Balanced Advantage Fund	0.14%	15.3%	0%
Nippon India Equity Savings Fund	4.65%	10.58%	10.55%
Canara Robeco Multi Asset Allocation Fund	0%	0%	0%
Tata Balanced Advantage Fund	2.23%	13.37%	15.0%
Mirae Asset Aggressive Hybrid Fund	12.11%	14.99%	17.64%
Canara Robeco Conservative Hybrid Fund	9.33%	9.64%	9.24%
Mahindra Manulife Equity Savings Fund	5.45%	11.41%	13.75%
PGIM India Equity Savings Fund	6.84%	8.09%	9.9%
Mahindra Manulife Arbitrage Fund	3.77%	6.82%	4.87%
Quant Equity Savings Fund	0%	0%	0%
Parag Parikh Dynamic Asset Allocation Fund	7.15%	0%	0%
HDFC Arbitrage Fund	6.41%	8.0%	5.64%
Tata Arbitrage Fund	7.46%	8.19%	5.88%
DSP Aggressive Hybrid Fund	10.92%	18.61%	17.1%
Bank India Arbitrage Fund	5.5%	7.21%	4.53%
Union Aggressive Hybrid Fund	1.03%	14.46%	0%
Quantum Multi Asset Allocation Fund	9.05%	0%	0%
Axis Equity Savings Fund	8.35%	11.56%	11.14%
Sundaram Arbitrage Fund	5.17%	7.7%	0%
Franklin India Arbitrage Fund	7.23%	0%	0%
SBI Conservative Hybrid Fund	8.96%	11.08%	11.49%
Union Multi Asset Allocation Fund	8.03%	0%	0%
DSP Equity Savings Fund	7.47%	11.63%	11.9%
Unifi Dynamic Asset Allocation Fund	0%	0%	0%
PGIM India Multi Asset Allocation Fund	0%	0%	0%
JM Aggressive Hybrid Fund	4.6%	25.75%	22.08%
Kotak Arbitrage Fund	6.93%	8.27%	5.98%
Franklin India Multi Asset Allocation Fund	0%	0%	0%
Union Balanced Advantage Fund	5.98%	12.23%	10.6%
HSBC Balanced Advantage Fund	17.72%	14.72%	0%
Edelweiss Equity Savings Fund	9.38%	12.14%	11.56%
Baroda BNP Paribas Arbitrage Fund	8.03%	8.07%	0%
Shriram Aggressive Hybrid Fund	8.24%	13.87%	14.35%
HSBC Arbitrage Fund	7.97%	7.96%	0%
Bank India Mid Small Cap Equity Debt Fund	-7.4%	23.73%	27.49%
Whiteoak Capital Balanced Advantage Fund	20.96%	0%	0%
Navi Aggressive Hybrid Fund	13.29%	15.27%	17.06%
Bank India Balanced Advantage Fund	7.48%	11.69%	12.62%
Parag Parikh Conservative Hybrid Fund	8.73%	12.68%	0%
Tata Aggressive Hybrid Fund	8.82%	12.32%	18.1%
Aditya Birla Sun Life Balanced Advantage Fund	6.71%	14.02%	13.29%
Franklin India Equity Savings Fund	5.77%	8.85%	10.89%
Kotak Multi Asset Allocation Fund	14.3%	0%	0%
PGIM India Aggressive Hybrid Equity Fund	7.75%	14.06%	14.89%
Union Equity Savings Fund	5.79%	9.14%	8.14%
SBI Equity Hybrid Fund	12.09%	13.85%	16.53%
Franklin India Balanced Advantage Fund	8.6%	15.49%	0%
360 One Balanced Hybrid Fund	16.57%	0%	0%
Helios Balanced Advantage Fund	1.7%	0%	0%
Baroda BNP Paribas Aggressive Hybrid Fund	10.05%	16.86%	0%
Franklin India Conservative Hybrid Fund	7.33%	10.29%	8.69%
Mirae Asset Equity Savings Fund	7.97%	12.19%	12.92%
Shriram Balanced Advantage Fund	8.09%	11.87%	11.56%
Edelweiss Aggressive Hybrid Fund	11.13%	20.21%	22.3%
Whiteoak Capital Balanced Hybrid Fund	15.13%	0%	0%
Invesco India Multi Asset Allocation Fund	0%	0%	0%
NJ Arbitrage Fund	6.5%	7.58%	0%
Edelweiss Balanced Advantage Fund	9.6%	14.2%	15.59%
Mahindra Manulife Aggressive Hybrid Fund	19.6%	19.15%	23.6%
Invesco India Balanced Advantage Fund	11.58%	15.05%	13.29%
Kotak Debt Hybrid Fund	9.91%	12.48%	12.13%
SBI Balanced Advantage Fund	5.93%	16.5%	0%
UTI Arbitrage Fund	6.88%	8.04%	5.72%
Bandhan Conservative Hybrid Fund	5.38%	8.77%	6.65%
Baroda BNP Paribas Conservative Hybrid Fund	9.77%	10.45%	0%
HDFC Multi Asset Fund	8.9%	15.58%	17.25%
ITI Balanced Advantage Fund	11.09%	14.3%	14.04%
Quant Multi Asset Allocation Fund	7.37%	21.16%	33.59%
Nippon India Balanced Advantage Fund	9.45%	13.95%	15.0%
Motilal Oswal Balanced Advantage Mofdynamic Fund	4.88%	13.75%	9.26%
Bandhan Arbitrage Fund	7.24%	8.1%	5.72%
DSP Multi Asset Allocation Fund	16.78%	0%	0%
Invesco India Arbitrage Fund	6.64%	8.26%	6.02%
DSP Dynamic Asset Allocation Fund	9.11%	14.07%	10.11%
PGIM India Balanced Advantage Fund	5.6%	11.83%	0%
Aditya Birla Sun Life Equity Savings Fund	7.4%	9.55%	9.52%
Groww Aggressive Hybrid Fund	11.01%	13.35%	15.08%
Bajaj Finserv Multi Asset Allocation Fund	1.01%	0%	0%
JM Arbitrage Fund	6.59%	7.69%	5.09%
PGIM India Arbitrage Fund	6.43%	7.63%	5.51%
ICICI Prudential Balanced Advantage Fund	10.55%	14.06%	14.38%
HDFC Equity Savings Fund	3.89%	11.65%	14.11%
Quant Dynamic Asset Allocation Fund	19.97%	0%	0%
ICICI Prudential Equity Debt Fund	13.56%	20.91%	29.8%
Tata Equity Savings Fund	7.76%	10.79%	10.49%
Axis Arbitrage Fund	7.04%	7.97%	5.85%
SBI Equity Savings Fund	3.78%	13.17%	11.82%
Axis Aggressive Hybrid Fund	4.05%	11.35%	13.61%
Aditya Birla Sun Life Multi Asset Allocation Fund	21.7%	0%	0%
LIC MF Arbitrage Fund	6.34%	7.68%	5.47%
Mahindra Manulife Multi Asset Allocation Fund	9.21%	0%	0%
Canara Robeco Equity Hybrid Fund	7.6%	15.05%	16.75%
UTI Equity Savings Fund	7.24%	12.23%	12.94%
Nippon India Aggressive Hybrid Fund	12.29%	16.87%	21.16%
Samco Dynamic Asset Allocation Fund	0.21%	0%	0%
Quant Arbitrage Fund	0%	0%	0%
The Wealth Company Arbitrage Fund	0%	0%	0%
Whiteoak Capital Multi Asset Allocation Fund	18.27%	0%	0%
HSBC Equity Savings Fund	20.49%	16.07%	0%
Aditya Birla Sun Life Arbitrage Fund	6.91%	8.1%	5.83%
Whiteoak Capital Equity Savings Fund	0%	0%	0%
Sundaram Equity Savings Fund	9.45%	13.51%	0%
Axis Conservative Hybrid Fund	8.49%	8.55%	8.51%
Kotak Balanced Advantage Fund	7.99%	13.91%	12.8%
Nippon India Arbitrage Fund	6.91%	8.05%	5.84%
Tata Multi Asset Allocation Fund	11.08%	16.08%	19.4%
HSBC Aggressive Hybrid Fund	26.44%	17.9%	0%
Axis Multi Asset Allocation Fund	8.92%	11.76%	13.46%
Invesco India Aggressive Hybrid Fund	-1.34%	19.41%	17.1%
Baroda BNP Paribas Multi Asset Fund	22.56%	0%	0%
HSBC Multi Asset Allocation Fund	1.76%	0%	0%
Whiteoak Capital Arbitrage Fund	7.69%	0%	0%
Motilal Oswal Arbitrage Fund	0%	0%	0%
360 One Multi Asset Allocation Fund	0%	0%	0%
Sundaram Conservative Hybrid Fund	7.29%	8.53%	9.85%
UTI Multi Asset Allocation Fund	5.85%	22.58%	14.98%
Mirae Asset Multi Asset Allocation Fund	10.87%	0%	0%
Trustmf Arbitrage Fund	0%	0%	0%
DSP Arbitrage Fund	5.09%	8.03%	5.58%
Axis Balanced Advantage Fund	6.7%	15.78%	13.34%
Mirae Asset Balanced Advantage Fund	10.79%	14.31%	0%
LIC MF Balanced Advantage Fund	7.11%	11.84%	0%

^{_{Data as of 14-Dec-2025}}

Note:N.A. in returns indicate that the fund does not have sufficient history.

Tables have been updated on 14-Dec-2025

How are Hybrid: All 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

This logic is applicable to most funds in this category. Please visit the individual category pages to see taxation specific to them.

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.

Explore All Funds Belonging to this Type

All
Aggressive Dynamic Asset Allocation Or Balanced Advantage Conservative Income Multi Asset Allocation Equity Savings Arbitrage Balanced

Explore All Funds Belonging to different AMCs

Aditya Birla Sun Life Mutual Fund DSP Mutual Fund HDFC Mutual Fund quant Mutual Fund JM Financial Mutual Fund Kotak Mahindra Mutual Fund LIC Mutual Fund ICICI Prudential Mutual Fund Nippon India Mutual Fund Tata Mutual Fund Franklin Templeton Mutual Fund Taurus Mutual Fund Canara Robeco Mutual Fund Sundaram Mutual Fund SBI Mutual Fund UTI Mutual Fund Baroda BNP Paribas Mutual Fund HSBC Mutual Fund Quantum Mutual Fund Invesco Mutual Fund Mirae Asset Mutual Fund Bandhan Mutual Fund Bank of India Mutual Fund Edelweiss Mutual Fund Axis Mutual Fund Navi Mutual Fund Motilal Oswal Mutual Fund Union Mutual Fund Groww Mutual Fund PGIM India Mutual Fund 360 ONE Mutual Fund PPFAS Mutual Fund Shriram Mutual Fund Mahindra Manulife Mutual Fund WhiteOak Capital Mutual Fund ITI Mutual Fund Trust Mutual Fund NJ Mutual Fund Samco Mutual Fund Bajaj Finserv Mutual Fund Helios Mutual Fund Zerodha Mutual Fund Old Bridge Mutual Fund Angel One Mutual Fund Unifi Mutual Fund Jio BlackRock Mutual Fund Capitalmind Mutual Fund The Wealth Company Mutual Fund Choice Mutual Fund

Explore Different Categories of Mutual Funds

Equity Scheme funds Debt Scheme funds Hybrid Scheme funds Solution Oriented Schemes – Funds for Retirement and Children Other Schemes – ETFs and Fund of Funds Commodity Schemes – Funds Investing in Gold, Silver or Both

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.

Note: NAVs and returns updated on 14-Dec-2025.

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