Home > Mutual Funds > Categories > Hybrid: All

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	12.07%	20.87%

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:

Returns	Oct-2025	Sep-2025	Aug-2025	Jul-2025
Value	2.1%	1.23%	-0.49%	-0.43%

Quarterly trailing returns:

Returns	2025Q3	2025Q2	2025Q1	2024Q4
Value	0.27%	5.64%	-0.74%	-1.61%

Yearly trailing returns:

Returns	2024	2023	2022	2021
Value	13.64%	16.61%	4.67%	16.35%

Fundwise SIP and SWP returns

Rolling SIP returns

Fund	Any 1Y SIP	Any 3Y SIP	Any 5Y SIP
Canara Robeco Equity Hybrid Fund	13.84%	14.37%	14.96%
Canara Robeco Conservative Hybrid Fund	10.02%	9.18%	9.48%
Bandhan Arbitrage Fund	6.91%	6.73%	6.74%
Bandhan Equity Savings Fund	7.22%	7.88%	8.34%
Bandhan Conservative Hybrid Fund	8.79%	7.84%	7.48%
Franklin India Aggressive Hybrid Fund	12.15%	14.7%	15.47%
Franklin India Conservative Hybrid Fund	8.87%	9.06%	8.36%
Nippon India Arbitrage Fund	7.08%	6.94%	6.92%
Edelweiss Balanced Advantage Fund	11.04%	11.28%	12.69%
Edelweiss Aggressive Hybrid Fund	13.79%	15.5%	15.74%
Nippon India Conservative Hybrid Fund	9.42%	8.64%	7.76%
Nippon India Balanced Advantage Fund	11.71%	12.9%	12.83%
Nippon India Balanced Advantage Bonus Fund	0.92%	0%	0%
Nippon India Aggressive Hybrid Fund	12.92%	15.77%	13.88%
HDFC Arbitrage Fund	6.78%	6.36%	6.36%
HDFC Balanced Advantage Fund	16.42%	17.54%	17.68%
DSP Aggressive Hybrid Fund	14.94%	15.24%	15.43%
Tata Aggressive Hybrid Fund	11.64%	13.28%	13.96%
HDFC Hybrid Equity Fund	12.46%	14.25%	14.99%
HDFC Hybrid Debt Fund	9.45%	10.85%	10.49%
HDFC Equity Savings Fund	9.46%	11.82%	11.56%
HDFC Multi Asset Fund	11.21%	12.59%	13.97%
Aditya Birla Sun Life Arbitrage Fund	6.85%	6.7%	6.68%
SBI Equity Hybrid Fund	14.05%	14.01%	14.41%
Sundaram Conservative Hybrid Fund	8.97%	8.99%	8.64%
Kotak Arbitrage Fund	6.86%	6.74%	6.71%
SBI Conservative Hybrid Fund	10.42%	10.99%	10.74%
SBI Multi Asset Allocation Fund	11.37%	11.67%	11.61%
Tata Equity Savings Fund	8.61%	8.64%	9.06%
HSBC Conservative Hybrid Fund	9.99%	9.07%	8.86%
Kotak Debt Hybrid Fund	11.47%	11.65%	11.68%
ICICI Prudential Equity Debt Fund	15.74%	19.16%	19.69%
LIC MF Aggressive Hybrid Fund	12.16%	9.81%	10.57%
LIC MF Conservative Hybrid Fund	8.11%	7.34%	7.2%
Invesco India Balanced Advantage Fund	12.55%	12.38%	11.77%
ICICI Prudential Multi Asset Fund	17.26%	18.39%	18.66%
ICICI Prudential Equity Arbitrage Fund	6.91%	6.71%	6.68%
ICICI Prudential Balanced Advantage Fund	12.98%	13.33%	13.44%
Invesco India Arbitrage Fund	6.83%	6.63%	6.58%
Axis Conservative Hybrid Fund	8.65%	8.78%	8.65%
JM Arbitrage Fund	6.51%	6.0%	5.96%
JM Aggressive Hybrid Fund	12.23%	15.37%	16.39%
Aditya Birla Sun Life Equity Hybrid95 Fund	11.85%	14.39%	13.49%
Axis Multi Asset Allocation Fund	10.79%	10.17%	11.07%
UTI Aggressive Hybrid Fund	12.78%	15.31%	15.69%
UTI Multi Asset Allocation Fund	10.25%	9.65%	9.79%
UTI Conservative Hybrid Fund	10.01%	10.23%	9.84%
UTI Arbitrage Fund	6.81%	6.65%	6.64%
Quant Aggressive Hybrid Fund	11.4%	19.84%	24.43%
Quant Multi Asset Allocation Fund	12.69%	22.96%	27.22%
Shriram Aggressive Hybrid Fund	10.33%	11.73%	12.25%
DSP Dynamic Asset Allocation Fund	9.75%	10.06%	9.94%
Bank Of India Balanced Advantage Fund	8.51%	8.8%	7.57%
HDFC Arbitrage Wholesale Fund	6.5%	6.28%	6.17%
Edelweiss Arbitrage Fund	6.89%	6.82%	6.58%
Axis Arbitrage Fund	6.85%	6.78%	6.35%
Bandhan Balanced Advantage Fund	10.19%	10.58%	10.97%
Kotak Equity Savings Fund	9.95%	10.91%	10.71%
Aditya Birla Sun Life Balanced Advantage Fund	11.39%	12.88%	12.83%
Aditya Birla Sun Life Equity Savings Fund	9.25%	8.79%	8.96%
Kotak Aggressive Hybrid Fund	13.81%	16.71%	17.41%
Nippon India Equity Savings Fund	7.55%	7.27%	5.15%
Nippon India Equity Savings Bonus Fund	7.55%	7.27%	5.15%
SBI Equity Savings Fund	10.37%	10.76%	10.98%
Mirae Asset Aggressive Hybrid Fund	14.27%	14.71%	15.43%
Axis Equity Savings Fund	9.95%	10.33%	10.52%
DSP Equity Savings Fund	9.27%	10.72%	10.75%
PGIM India Equity Savings Fund	8.06%	8.34%	8.79%
PGIM India Aggressive Hybrid Equity Fund	11.09%	12.78%	13.25%
PGIM India Arbitrage Fund	6.39%	5.86%	5.51%
Bank Of India Mid Small Cap Equity Debt Fund	12.76%	21.82%	22.69%
Motilal Oswal Balanced Advantage Mofdynamic Fund	9.46%	9.04%	9.58%
Edelweiss Equity Savings Fund	10.01%	11.55%	11.56%
Bandhan Aggressive Hybrid Fund	10.23%	16.8%	16.57%
Mahindra Manulife Equity Savings Fund	9.0%	12.59%	12.82%
Axis Balanced Advantage Fund	8.88%	12.65%	13.3%
Union Balanced Advantage Fund	9.84%	12.39%	11.59%
DSP Arbitrage Fund	6.66%	5.39%	5.79%
Navi Aggressive Hybrid Fund	13.86%	15.55%	14.41%
Invesco India Aggressive Hybrid Fund	14.58%	17.32%	16.52%
Bank Of India Arbitrage Fund	5.51%	4.6%	5.09%
Union Equity Savings Fund	8.9%	8.42%	8.21%
Kotak Balanced Advantage Fund	13.9%	12.94%	12.67%
Axis Aggressive Hybrid Fund	12.97%	12.45%	12.36%
Franklin India Equity Savings Fund	8.48%	9.75%	10.17%
UTI Equity Savings Fund	9.92%	12.06%	11.67%
Baroda BNP Paribas Balanced Advantage Fund	15.35%	15.47%	15.64%
Groww Aggressive Hybrid Fund	12.65%	13.99%	13.79%
Mirae Asset Equity Savings Fund	12.81%	12.17%	12.19%
Tata Arbitrage Fund	6.85%	6.38%	6.72%
LIC MF Arbitrage Fund	6.0%	6.15%	6.46%
Tata Balanced Advantage Fund	13.17%	13.72%	13.98%
Union Arbitrage Fund	6.21%	6.18%	6.59%
Invesco India Equity Savings Fund	11.51%	11.09%	11.7%
Shriram Balanced Advantage Fund	11.09%	10.13%	11.41%
Mahindra Manulife Aggressive Hybrid Fund	18.98%	19.42%	20.41%
Baroda BNP Paribas Equity Savings Fund	10.48%	10.63%	10.73%
ITI Arbitrage Fund	4.45%	6.18%	6.25%
ITI Balanced Advantage Fund	13.1%	13.06%	14.27%
Tata Multi Asset Allocation Fund	16.12%	16.43%	16.83%
Mirae Asset Arbitrage Fund	7.11%	7.55%	7.32%
Motilal Oswal Multi Asset Fund	6.88%	9.75%	4.26%
Nippon India Multi Asset Allocation Fund	16.45%	20.74%	19.07%
Mahindra Manulife Arbitrage Fund	6.13%	6.39%	6.2%
Union Aggressive Hybrid Fund	11.18%	16.0%	13.33%
PGIM India Balanced Advantage Fund	10.65%	12.71%	11.63%
Parag Parikh Conservative Hybrid Fund	9.7%	12.69%	11.38%
SBI Balanced Advantage Fund	12.67%	14.74%	13.23%
LIC MF Balanced Advantage Fund	13.01%	12.42%	0%
NJ Balanced Advantage Fund	9.49%	12.17%	10.22%
Mahindra Manulife Balanced Advantage Fund	13.66%	14.19%	0%
Sundaram Arbitrage Fund	7.58%	7.48%	0%
Sundaram Aggressive Hybrid Fund	13.62%	14.01%	0%
Sundaram Equity Savings Fund	13.19%	13.08%	0%
Sundaram Balanced Advantage Fund	11.92%	12.36%	0%
Baroda BNP Paribas Conservative Hybrid Fund	10.75%	10.07%	0%
Baroda BNP Paribas Arbitrage Fund	7.84%	7.77%	0%
Baroda BNP Paribas Aggressive Hybrid Fund	18.87%	15.4%	0%
NJ Arbitrage Fund	7.45%	6.99%	0%
Mirae Asset Balanced Advantage Fund	16.98%	13.07%	0%
Franklin India Balanced Advantage Fund	17.98%	13.69%	0%
Baroda BNP Paribas Multi Asset Fund	17.52%	0%	0%
HSBC Equity Savings Fund	19.96%	0%	0%
HSBC Aggressive Hybrid Fund	23.34%	0%	0%
HSBC Balanced Advantage Fund	17.92%	0%	0%
HSBC Arbitrage Fund	7.76%	0%	0%
Whiteoak Capital Balanced Advantage Fund	16.13%	0%	0%
Aditya Birla Sun Life Multi Asset Allocation Fund	19.38%	0%	0%
Quant Dynamic Asset Allocation Fund	8.27%	0%	0%
Whiteoak Capital Multi Asset Allocation Fund	18.59%	0%	0%
Edelweiss Multi Asset Allocation Fund	8.36%	0%	0%
UTI Balanced Advantage Fund	9.69%	0%	0%
LIC MF Equity Savings Fund	11.13%	0%	0%
Shriram Multi Asset Allocation Fund	1.43%	0%	0%
DSP Multi Asset Allocation Fund	15.31%	0%	0%
Kotak Multi Asset Allocation Fund	9.69%	0%	0%
360 One Balanced Hybrid Fund	7.68%	0%	0%
Bajaj Finserv Arbitrage Fund	7.22%	0%	0%
Parag Parikh Arbitrage Fund	7.17%	0%	0%
Whiteoak Capital Balanced Hybrid Fund	9.54%	0%	0%
Samco Dynamic Asset Allocation Fund	-2.79%	0%	0%
Bajaj Finserv Balanced Advantage Fund	4.67%	0%	0%
Sundaram Multi Asset Allocation Fund	14.23%	0%	0%
Bandhan Multi Asset Allocation Fund	13.31%	0%	0%
Mirae Asset Multi Asset Allocation Fund	14.02%	0%	0%
HSBC Multi Asset Allocation Fund	9.31%	0%	0%
Bank Of India Multi Asset Allocation Fund	8.56%	0%	0%
Mahindra Manulife Multi Asset Allocation Fund	13.66%	0%	0%
Parag Parikh Dynamic Asset Allocation Fund	7.47%	0%	0%
Quantum Multi Asset Allocation Fund	12.03%	0%	0%
Helios Balanced Advantage Fund	6.05%	0%	0%
Bajaj Finserv Multi Asset Allocation Fund	11.62%	0%	0%
Canara Robeco Balanced Advantage Fund	6.77%	0%	0%
Union Multi Asset Allocation Fund	23.04%	0%	0%
Whiteoak Capital Arbitrage Fund	7.12%	0%	0%
Franklin India Arbitrage Fund	0%	0%	0%
Invesco India Multi Asset Allocation Fund	0%	0%	0%
Samco Arbitrage Fund	0%	0%	0%
Samco Multi Asset Allocation Fund	0%	0%	0%
Motilal Oswal Arbitrage Fund	0%	0%	0%
LIC MF Multi Asset Allocation Fund	0%	0%	0%
Whiteoak Capital Equity Savings Fund	0%	0%	0%
Unifi Dynamic Asset Allocation Fund	0%	0%	0%
Quant Arbitrage Fund	0%	0%	0%
Canara Robeco Multi Asset Allocation Fund	0%	0%	0%
Quant Equity Savings Fund	0%	0%	0%
Franklin India Multi Asset Allocation Fund	0%	0%	0%
Bajaj Finserv Equity Savings Fund	0%	0%	0%
360 One Multi Asset Allocation Fund	0%	0%	0%
Trustmf Arbitrage Fund	0%	0%	0%
Groww Multi Asset Allocation Fund	0%	0%	0%
The Wealth Company Arbitrage Fund	0%	0%	0%

SIP Calculator Fund: Duration: SIP Amount (₹):

Rolling SWP returns

Fund	Any 1Y SWP	Any 3Y SWP	Any 5Y SWP
Canara Robeco Equity Hybrid Fund	11.94%	13.79%	13.83%
Canara Robeco Conservative Hybrid Fund	9.49%	9.47%	9.5%
Bandhan Arbitrage Fund	6.98%	6.66%	6.51%
Bandhan Equity Savings Fund	6.9%	6.96%	6.75%
Bandhan Conservative Hybrid Fund	7.59%	7.75%	7.47%
Franklin India Aggressive Hybrid Fund	10.71%	12.01%	11.72%
Franklin India Conservative Hybrid Fund	8.26%	7.94%	7.79%
Nippon India Arbitrage Fund	7.13%	6.84%	6.76%
Edelweiss Balanced Advantage Fund	9.8%	11.94%	11.53%
Edelweiss Aggressive Hybrid Fund	11.62%	13.03%	12.65%
Nippon India Conservative Hybrid Fund	9.09%	8.31%	8.18%
Nippon India Balanced Advantage Fund	10.42%	11.0%	10.91%
Nippon India Balanced Advantage Bonus Fund	2.26%	0%	0%
Nippon India Aggressive Hybrid Fund	12.2%	12.5%	10.87%
HDFC Arbitrage Fund	6.87%	6.2%	6.04%
HDFC Balanced Advantage Fund	14.88%	14.04%	12.21%
DSP Aggressive Hybrid Fund	11.81%	13.62%	13.19%
Tata Aggressive Hybrid Fund	10.12%	10.97%	10.6%
HDFC Hybrid Equity Fund	10.56%	11.2%	10.54%
HDFC Hybrid Debt Fund	9.12%	9.6%	9.43%
HDFC Equity Savings Fund	8.6%	10.05%	9.83%
HDFC Multi Asset Fund	9.4%	10.58%	9.77%
Aditya Birla Sun Life Arbitrage Fund	6.83%	6.6%	6.42%
SBI Equity Hybrid Fund	12.53%	12.47%	12.4%
Sundaram Conservative Hybrid Fund	8.84%	9.15%	8.71%
Kotak Arbitrage Fund	6.89%	6.65%	6.43%
SBI Conservative Hybrid Fund	10.04%	10.6%	10.16%
SBI Multi Asset Allocation Fund	10.39%	11.35%	11.52%
Tata Equity Savings Fund	7.79%	8.31%	8.27%
HSBC Conservative Hybrid Fund	8.81%	8.68%	8.52%
Kotak Debt Hybrid Fund	10.6%	11.44%	10.94%
ICICI Prudential Equity Debt Fund	14.5%	15.55%	14.44%
LIC MF Aggressive Hybrid Fund	10.33%	9.2%	9.25%
LIC MF Conservative Hybrid Fund	7.79%	7.78%	7.58%
Invesco India Balanced Advantage Fund	12.22%	10.74%	10.48%
ICICI Prudential Multi Asset Fund	16.2%	15.65%	13.75%
ICICI Prudential Equity Arbitrage Fund	6.94%	6.62%	6.38%
ICICI Prudential Balanced Advantage Fund	11.35%	11.24%	11.24%
Invesco India Arbitrage Fund	6.85%	6.58%	6.4%
Axis Conservative Hybrid Fund	8.02%	8.18%	7.93%
JM Arbitrage Fund	6.62%	5.76%	5.48%
JM Aggressive Hybrid Fund	9.81%	11.02%	7.76%
Aditya Birla Sun Life Equity Hybrid95 Fund	9.91%	11.13%	10.83%
Axis Multi Asset Allocation Fund	10.55%	9.77%	10.11%
UTI Aggressive Hybrid Fund	11.17%	12.23%	10.95%
UTI Multi Asset Allocation Fund	8.17%	9.31%	8.49%
UTI Conservative Hybrid Fund	8.96%	9.32%	9.1%
UTI Arbitrage Fund	6.84%	6.59%	6.46%
Quant Aggressive Hybrid Fund	8.8%	14.1%	14.06%
Quant Multi Asset Allocation Fund	8.98%	15.47%	16.59%
Shriram Aggressive Hybrid Fund	8.26%	10.04%	9.99%
DSP Dynamic Asset Allocation Fund	8.56%	9.08%	9.16%
Bank Of India Balanced Advantage Fund	7.72%	7.93%	6.62%
HDFC Arbitrage Wholesale Fund	6.58%	6.15%	5.88%
Edelweiss Arbitrage Fund	6.92%	6.74%	6.4%
Axis Arbitrage Fund	6.89%	6.58%	6.24%
Bandhan Balanced Advantage Fund	8.26%	9.33%	9.16%
Kotak Equity Savings Fund	9.01%	9.43%	9.15%
Aditya Birla Sun Life Balanced Advantage Fund	8.13%	10.5%	10.45%
Aditya Birla Sun Life Equity Savings Fund	7.2%	8.53%	8.33%
Kotak Aggressive Hybrid Fund	10.53%	12.81%	11.82%
Nippon India Equity Savings Fund	9.36%	7.36%	4.47%
Nippon India Equity Savings Bonus Fund	9.36%	7.36%	4.47%
SBI Equity Savings Fund	8.89%	9.27%	9.09%
Mirae Asset Aggressive Hybrid Fund	13.01%	13.61%	13.31%
Axis Equity Savings Fund	9.29%	9.13%	9.19%
DSP Equity Savings Fund	8.55%	8.49%	8.43%
PGIM India Equity Savings Fund	7.88%	7.4%	7.47%
PGIM India Aggressive Hybrid Equity Fund	9.7%	9.58%	8.93%
PGIM India Arbitrage Fund	6.39%	5.79%	5.53%
Bank Of India Mid Small Cap Equity Debt Fund	13.17%	13.01%	12.53%
Motilal Oswal Balanced Advantage Mofdynamic Fund	9.16%	8.0%	8.22%
Edelweiss Equity Savings Fund	9.38%	9.91%	9.91%
Bandhan Aggressive Hybrid Fund	7.84%	9.64%	10.47%
Mahindra Manulife Equity Savings Fund	7.99%	10.66%	11.12%
Axis Balanced Advantage Fund	8.77%	9.15%	9.25%
Union Balanced Advantage Fund	8.33%	11.62%	11.82%
DSP Arbitrage Fund	6.56%	5.37%	5.41%
Navi Aggressive Hybrid Fund	13.18%	11.55%	11.45%
Invesco India Aggressive Hybrid Fund	11.59%	11.39%	11.71%
Bank Of India Arbitrage Fund	5.42%	4.05%	4.11%
Union Equity Savings Fund	7.87%	8.34%	8.18%
Kotak Balanced Advantage Fund	12.14%	11.61%	11.78%
Axis Aggressive Hybrid Fund	13.23%	12.51%	13.21%
Franklin India Equity Savings Fund	8.26%	8.85%	9.04%
UTI Equity Savings Fund	9.9%	10.16%	10.4%
Baroda BNP Paribas Balanced Advantage Fund	13.08%	15.89%	15.78%
Groww Aggressive Hybrid Fund	12.75%	11.9%	12.55%
Mirae Asset Equity Savings Fund	10.74%	12.03%	12.22%
Tata Arbitrage Fund	6.68%	5.39%	5.5%
LIC MF Arbitrage Fund	5.78%	4.95%	4.78%
Tata Balanced Advantage Fund	11.86%	13.53%	13.75%
Union Arbitrage Fund	6.03%	4.91%	4.88%
Invesco India Equity Savings Fund	9.96%	8.65%	8.82%
Shriram Balanced Advantage Fund	9.42%	11.52%	11.33%
Mahindra Manulife Aggressive Hybrid Fund	19.94%	19.1%	19.93%
Baroda BNP Paribas Equity Savings Fund	8.73%	8.65%	8.48%
ITI Arbitrage Fund	4.27%	3.88%	3.9%
ITI Balanced Advantage Fund	13.13%	12.8%	13.15%
Tata Multi Asset Allocation Fund	19.02%	16.61%	17.59%
Mirae Asset Arbitrage Fund	6.68%	5.38%	5.53%
Motilal Oswal Multi Asset Fund	7.3%	5.8%	6.49%
Nippon India Multi Asset Allocation Fund	18.23%	14.68%	15.33%
Mahindra Manulife Arbitrage Fund	5.92%	4.76%	4.77%
Union Aggressive Hybrid Fund	14.63%	12.81%	12.74%
PGIM India Balanced Advantage Fund	12.55%	9.78%	9.94%
Parag Parikh Conservative Hybrid Fund	10.05%	10.31%	9.89%
SBI Balanced Advantage Fund	12.83%	14.12%	10.86%
LIC MF Balanced Advantage Fund	12.66%	12.09%	0%
NJ Balanced Advantage Fund	11.55%	14.46%	8.06%
Mahindra Manulife Balanced Advantage Fund	12.36%	15.59%	0%
Sundaram Arbitrage Fund	7.6%	6.68%	0%
Sundaram Aggressive Hybrid Fund	16.68%	14.28%	0%
Sundaram Equity Savings Fund	13.36%	13.27%	0%
Sundaram Balanced Advantage Fund	15.09%	12.78%	0%
Baroda BNP Paribas Conservative Hybrid Fund	11.09%	10.76%	0%
Baroda BNP Paribas Arbitrage Fund	8.01%	7.15%	0%
Baroda BNP Paribas Aggressive Hybrid Fund	18.77%	18.75%	0%
NJ Arbitrage Fund	7.58%	7.21%	0%
Mirae Asset Balanced Advantage Fund	16.45%	14.68%	0%
Franklin India Balanced Advantage Fund	19.47%	16.75%	0%
Baroda BNP Paribas Multi Asset Fund	25.59%	0%	0%
HSBC Equity Savings Fund	20.61%	0%	0%
HSBC Aggressive Hybrid Fund	27.52%	0%	0%
HSBC Balanced Advantage Fund	19.37%	0%	0%
HSBC Arbitrage Fund	7.99%	0%	0%
Whiteoak Capital Balanced Advantage Fund	21.77%	0%	0%
Aditya Birla Sun Life Multi Asset Allocation Fund	22.29%	0%	0%
Quant Dynamic Asset Allocation Fund	35.73%	0%	0%
Whiteoak Capital Multi Asset Allocation Fund	18.62%	0%	0%
Edelweiss Multi Asset Allocation Fund	8.39%	0%	0%
UTI Balanced Advantage Fund	16.65%	0%	0%
LIC MF Equity Savings Fund	11.91%	0%	0%
Shriram Multi Asset Allocation Fund	5.39%	0%	0%
DSP Multi Asset Allocation Fund	19.46%	0%	0%
Kotak Multi Asset Allocation Fund	18.26%	0%	0%
360 One Balanced Hybrid Fund	20.42%	0%	0%
Bajaj Finserv Arbitrage Fund	7.46%	0%	0%
Parag Parikh Arbitrage Fund	7.49%	0%	0%
Whiteoak Capital Balanced Hybrid Fund	17.38%	0%	0%
Samco Dynamic Asset Allocation Fund	7.25%	0%	0%
Bajaj Finserv Balanced Advantage Fund	6.32%	0%	0%
Sundaram Multi Asset Allocation Fund	10.28%	0%	0%
Bandhan Multi Asset Allocation Fund	8.03%	0%	0%
Mirae Asset Multi Asset Allocation Fund	10.39%	0%	0%
HSBC Multi Asset Allocation Fund	1.22%	0%	0%
Bank Of India Multi Asset Allocation Fund	2.64%	0%	0%
Mahindra Manulife Multi Asset Allocation Fund	7.46%	0%	0%
Parag Parikh Dynamic Asset Allocation Fund	8.86%	0%	0%
Quantum Multi Asset Allocation Fund	8.73%	0%	0%
Helios Balanced Advantage Fund	1.16%	0%	0%
Bajaj Finserv Multi Asset Allocation Fund	-1.5%	0%	0%
Canara Robeco Balanced Advantage Fund	-3.84%	0%	0%
Union Multi Asset Allocation Fund	3.91%	0%	0%
Whiteoak Capital Arbitrage Fund	7.73%	0%	0%
Franklin India Arbitrage Fund	0%	0%	0%
Invesco India Multi Asset Allocation Fund	0%	0%	0%
Samco Arbitrage Fund	0%	0%	0%
Samco Multi Asset Allocation Fund	0%	0%	0%
Motilal Oswal Arbitrage Fund	0%	0%	0%
LIC MF Multi Asset Allocation Fund	0%	0%	0%
Whiteoak Capital Equity Savings Fund	0%	0%	0%
Unifi Dynamic Asset Allocation Fund	0%	0%	0%
Quant Arbitrage Fund	0%	0%	0%
Canara Robeco Multi Asset Allocation Fund	0%	0%	0%
Quant Equity Savings Fund	0%	0%	0%
Franklin India Multi Asset Allocation Fund	0%	0%	0%
Bajaj Finserv Equity Savings Fund	0%	0%	0%
360 One Multi Asset Allocation Fund	0%	0%	0%
Trustmf Arbitrage Fund	0%	0%	0%
Groww Multi Asset Allocation Fund	0%	0%	0%
The Wealth Company Arbitrage Fund	0%	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	13.84%	14.28%	14.94%
Canara Robeco Conservative Hybrid Fund	10.02%	9.18%	9.45%
Bandhan Arbitrage Fund	6.91%	6.73%	6.41%
Bandhan Equity Savings Fund	7.22%	7.83%	8.37%
Bandhan Conservative Hybrid Fund	8.79%	7.9%	7.62%
Franklin India Aggressive Hybrid Fund	12.15%	14.63%	14.51%
Franklin India Conservative Hybrid Fund	8.87%	9.09%	8.17%
Nippon India Arbitrage Fund	7.08%	6.94%	6.59%
Edelweiss Balanced Advantage Fund	11.04%	11.34%	13.42%
Edelweiss Aggressive Hybrid Fund	13.79%	15.25%	15.95%
Nippon India Conservative Hybrid Fund	9.42%	8.64%	6.7%
Nippon India Balanced Advantage Fund	11.71%	12.84%	12.41%
Nippon India Balanced Advantage Bonus Fund	0.92%	0%	0%
Nippon India Aggressive Hybrid Fund	12.92%	15.71%	11.64%
HDFC Arbitrage Fund	6.78%	6.36%	6.16%
HDFC Balanced Advantage Fund	16.42%	17.68%	16.59%
DSP Aggressive Hybrid Fund	14.94%	15.16%	14.97%
Tata Aggressive Hybrid Fund	11.64%	13.21%	13.42%
HDFC Hybrid Equity Fund	12.46%	14.22%	14.41%
HDFC Hybrid Debt Fund	9.45%	10.82%	9.86%
HDFC Equity Savings Fund	9.46%	11.77%	11.07%
HDFC Multi Asset Fund	11.21%	12.57%	13.88%
Aditya Birla Sun Life Arbitrage Fund	6.85%	6.7%	6.47%
SBI Equity Hybrid Fund	14.05%	14.05%	14.3%
Sundaram Conservative Hybrid Fund	8.97%	8.96%	8.06%
Kotak Arbitrage Fund	6.86%	6.74%	6.57%
SBI Conservative Hybrid Fund	10.42%	10.98%	10.31%
SBI Multi Asset Allocation Fund	11.37%	11.58%	11.35%
Tata Equity Savings Fund	8.61%	8.64%	8.83%
HSBC Conservative Hybrid Fund	9.99%	9.06%	8.47%
Kotak Debt Hybrid Fund	11.47%	11.6%	11.28%
ICICI Prudential Equity Debt Fund	15.74%	19.17%	19.17%
LIC MF Aggressive Hybrid Fund	12.16%	9.81%	10.48%
LIC MF Conservative Hybrid Fund	8.11%	7.35%	7.13%
Invesco India Balanced Advantage Fund	12.55%	12.34%	10.83%
ICICI Prudential Multi Asset Fund	17.26%	18.45%	18.61%
ICICI Prudential Equity Arbitrage Fund	6.91%	6.71%	6.43%
ICICI Prudential Balanced Advantage Fund	12.98%	13.31%	12.89%
Invesco India Arbitrage Fund	6.83%	6.64%	6.56%
Axis Conservative Hybrid Fund	8.65%	8.75%	8.49%
JM Arbitrage Fund	6.51%	6.0%	5.68%
JM Aggressive Hybrid Fund	12.23%	15.13%	15.44%
Aditya Birla Sun Life Equity Hybrid95 Fund	11.85%	14.29%	12.91%
Axis Multi Asset Allocation Fund	10.79%	10.19%	11.98%
UTI Aggressive Hybrid Fund	12.78%	15.32%	14.67%
UTI Multi Asset Allocation Fund	10.25%	9.64%	9.52%
UTI Conservative Hybrid Fund	10.01%	10.21%	9.13%
UTI Arbitrage Fund	6.81%	6.65%	6.42%
Quant Aggressive Hybrid Fund	11.4%	19.48%	24.59%
Quant Multi Asset Allocation Fund	12.69%	22.75%	26.89%
Shriram Aggressive Hybrid Fund	10.33%	11.55%	12.29%
DSP Dynamic Asset Allocation Fund	9.75%	10.02%	10.35%
Bank Of India Balanced Advantage Fund	8.51%	8.77%	7.62%
HDFC Arbitrage Wholesale Fund	6.5%	6.27%	5.77%
Edelweiss Arbitrage Fund	6.89%	6.81%	6.27%
Axis Arbitrage Fund	6.85%	6.78%	6.04%
Bandhan Balanced Advantage Fund	10.19%	10.58%	11.23%
Kotak Equity Savings Fund	9.95%	10.93%	10.67%
Aditya Birla Sun Life Balanced Advantage Fund	11.39%	12.82%	12.81%
Aditya Birla Sun Life Equity Savings Fund	9.25%	8.79%	9.27%
Kotak Aggressive Hybrid Fund	13.81%	16.64%	17.6%
Nippon India Equity Savings Fund	7.55%	7.34%	5.53%
Nippon India Equity Savings Bonus Fund	7.55%	7.34%	5.53%
SBI Equity Savings Fund	10.37%	10.68%	11.28%
Mirae Asset Aggressive Hybrid Fund	14.27%	14.58%	15.59%
Axis Equity Savings Fund	9.95%	10.22%	10.88%
DSP Equity Savings Fund	9.27%	10.69%	10.66%
PGIM India Equity Savings Fund	8.06%	8.32%	8.69%
PGIM India Aggressive Hybrid Equity Fund	11.09%	12.69%	13.49%
PGIM India Arbitrage Fund	6.39%	5.89%	5.38%
Bank Of India Mid Small Cap Equity Debt Fund	12.76%	21.82%	21.96%
Motilal Oswal Balanced Advantage Mofdynamic Fund	9.46%	9.09%	8.82%
Edelweiss Equity Savings Fund	10.01%	11.59%	11.3%
Bandhan Aggressive Hybrid Fund	10.23%	16.88%	15.9%
Mahindra Manulife Equity Savings Fund	9.0%	12.59%	12.17%
Axis Balanced Advantage Fund	8.88%	12.74%	13.73%
Union Balanced Advantage Fund	9.84%	12.38%	11.42%
DSP Arbitrage Fund	6.66%	5.44%	6.36%
Navi Aggressive Hybrid Fund	13.86%	15.57%	15.29%
Invesco India Aggressive Hybrid Fund	14.58%	17.29%	17.64%
Bank Of India Arbitrage Fund	5.51%	4.65%	5.56%
Union Equity Savings Fund	8.9%	8.37%	8.7%
Kotak Balanced Advantage Fund	13.9%	12.9%	13.46%
Axis Aggressive Hybrid Fund	12.97%	12.31%	12.94%
Franklin India Equity Savings Fund	8.48%	9.76%	10.22%
UTI Equity Savings Fund	9.92%	11.98%	12.35%
Baroda BNP Paribas Balanced Advantage Fund	15.35%	15.36%	17.36%
Groww Aggressive Hybrid Fund	12.65%	13.86%	16.42%
Mirae Asset Equity Savings Fund	12.81%	12.15%	13.01%
Tata Arbitrage Fund	6.85%	6.43%	6.91%
LIC MF Arbitrage Fund	6.0%	6.19%	6.48%
Tata Balanced Advantage Fund	13.17%	13.59%	14.86%
Union Arbitrage Fund	6.21%	6.23%	6.67%
Invesco India Equity Savings Fund	11.51%	11.06%	12.14%
Shriram Balanced Advantage Fund	11.09%	9.99%	10.3%
Mahindra Manulife Aggressive Hybrid Fund	18.98%	19.26%	19.98%
Baroda BNP Paribas Equity Savings Fund	10.48%	10.57%	10.66%
ITI Arbitrage Fund	4.45%	6.24%	6.43%
ITI Balanced Advantage Fund	13.1%	12.93%	12.36%
Tata Multi Asset Allocation Fund	16.12%	16.36%	16.27%
Mirae Asset Arbitrage Fund	7.11%	7.56%	7.09%
Motilal Oswal Multi Asset Fund	6.88%	9.89%	0%
Nippon India Multi Asset Allocation Fund	16.45%	20.78%	19.54%
Mahindra Manulife Arbitrage Fund	6.13%	6.4%	6.01%
Union Aggressive Hybrid Fund	11.18%	16.13%	0%
PGIM India Balanced Advantage Fund	10.65%	12.76%	0%
Parag Parikh Conservative Hybrid Fund	9.7%	12.68%	0%
SBI Balanced Advantage Fund	12.67%	14.56%	0%
LIC MF Balanced Advantage Fund	13.01%	12.35%	0%
NJ Balanced Advantage Fund	9.49%	11.93%	0%
Mahindra Manulife Balanced Advantage Fund	13.66%	13.98%	0%
Sundaram Arbitrage Fund	7.58%	7.48%	0%
Sundaram Aggressive Hybrid Fund	13.62%	13.83%	0%
Sundaram Equity Savings Fund	13.19%	12.97%	0%
Sundaram Balanced Advantage Fund	11.92%	12.2%	0%
Baroda BNP Paribas Conservative Hybrid Fund	10.75%	10.0%	0%
Baroda BNP Paribas Arbitrage Fund	7.84%	7.76%	0%
Baroda BNP Paribas Aggressive Hybrid Fund	18.87%	15.15%	0%
NJ Arbitrage Fund	7.45%	6.97%	0%
Mirae Asset Balanced Advantage Fund	16.98%	12.95%	0%
Franklin India Balanced Advantage Fund	17.98%	13.52%	0%
Baroda BNP Paribas Multi Asset Fund	17.52%	0%	0%
HSBC Equity Savings Fund	19.96%	0%	0%
HSBC Aggressive Hybrid Fund	23.34%	0%	0%
HSBC Balanced Advantage Fund	17.92%	0%	0%
HSBC Arbitrage Fund	7.76%	0%	0%
Whiteoak Capital Balanced Advantage Fund	16.13%	0%	0%
Aditya Birla Sun Life Multi Asset Allocation Fund	19.38%	0%	0%
Quant Dynamic Asset Allocation Fund	8.27%	0%	0%
Whiteoak Capital Multi Asset Allocation Fund	18.59%	0%	0%
Edelweiss Multi Asset Allocation Fund	8.36%	0%	0%
UTI Balanced Advantage Fund	9.69%	0%	0%
LIC MF Equity Savings Fund	11.13%	0%	0%
Shriram Multi Asset Allocation Fund	1.43%	0%	0%
DSP Multi Asset Allocation Fund	15.31%	0%	0%
Kotak Multi Asset Allocation Fund	9.69%	0%	0%
360 One Balanced Hybrid Fund	7.68%	0%	0%
Bajaj Finserv Arbitrage Fund	7.22%	0%	0%
Parag Parikh Arbitrage Fund	7.17%	0%	0%
Whiteoak Capital Balanced Hybrid Fund	9.54%	0%	0%
Samco Dynamic Asset Allocation Fund	-2.79%	0%	0%
Bajaj Finserv Balanced Advantage Fund	4.67%	0%	0%
Sundaram Multi Asset Allocation Fund	14.23%	0%	0%
Bandhan Multi Asset Allocation Fund	13.31%	0%	0%
Mirae Asset Multi Asset Allocation Fund	14.02%	0%	0%
HSBC Multi Asset Allocation Fund	9.31%	0%	0%
Bank Of India Multi Asset Allocation Fund	8.56%	0%	0%
Mahindra Manulife Multi Asset Allocation Fund	13.66%	0%	0%
Parag Parikh Dynamic Asset Allocation Fund	7.47%	0%	0%
Quantum Multi Asset Allocation Fund	12.03%	0%	0%
Helios Balanced Advantage Fund	6.05%	0%	0%
Bajaj Finserv Multi Asset Allocation Fund	11.62%	0%	0%
Canara Robeco Balanced Advantage Fund	6.77%	0%	0%
Union Multi Asset Allocation Fund	23.04%	0%	0%
Whiteoak Capital Arbitrage Fund	7.12%	0%	0%
Franklin India Arbitrage Fund	0%	0%	0%
Invesco India Multi Asset Allocation Fund	0%	0%	0%
Samco Arbitrage Fund	0%	0%	0%
Samco Multi Asset Allocation Fund	0%	0%	0%
Motilal Oswal Arbitrage Fund	0%	0%	0%
LIC MF Multi Asset Allocation Fund	0%	0%	0%
Whiteoak Capital Equity Savings Fund	0%	0%	0%
Unifi Dynamic Asset Allocation Fund	0%	0%	0%
Quant Arbitrage Fund	0%	0%	0%
Canara Robeco Multi Asset Allocation Fund	0%	0%	0%
Quant Equity Savings Fund	0%	0%	0%
Franklin India Multi Asset Allocation Fund	0%	0%	0%
Bajaj Finserv Equity Savings Fund	0%	0%	0%
360 One Multi Asset Allocation Fund	0%	0%	0%
Trustmf Arbitrage Fund	0%	0%	0%
Groww Multi Asset Allocation Fund	0%	0%	0%
The Wealth Company Arbitrage Fund	0%	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	11.94%	13.89%	14.18%
Canara Robeco Conservative Hybrid Fund	9.49%	9.5%	10.02%
Bandhan Arbitrage Fund	6.98%	6.66%	6.35%
Bandhan Equity Savings Fund	6.9%	6.96%	6.57%
Bandhan Conservative Hybrid Fund	7.59%	7.76%	7.55%
Franklin India Aggressive Hybrid Fund	10.71%	12.12%	11.61%
Franklin India Conservative Hybrid Fund	8.26%	7.98%	7.87%
Nippon India Arbitrage Fund	7.13%	6.84%	6.58%
Edelweiss Balanced Advantage Fund	9.8%	11.9%	11.58%
Edelweiss Aggressive Hybrid Fund	11.62%	13.19%	11.05%
Nippon India Conservative Hybrid Fund	9.09%	8.39%	6.48%
Nippon India Balanced Advantage Fund	10.42%	11.11%	10.98%
Nippon India Balanced Advantage Bonus Fund	2.26%	0%	0%
Nippon India Aggressive Hybrid Fund	12.2%	12.59%	8.69%
HDFC Arbitrage Fund	6.87%	6.21%	5.91%
HDFC Balanced Advantage Fund	14.88%	14.19%	11.54%
DSP Aggressive Hybrid Fund	11.81%	13.77%	13.55%
Tata Aggressive Hybrid Fund	10.12%	11.27%	10.34%
HDFC Hybrid Equity Fund	10.56%	11.28%	10.41%
HDFC Hybrid Debt Fund	9.12%	9.77%	9.14%
HDFC Equity Savings Fund	8.6%	10.19%	9.84%
HDFC Multi Asset Fund	9.4%	10.64%	8.84%
Aditya Birla Sun Life Arbitrage Fund	6.83%	6.61%	6.3%
SBI Equity Hybrid Fund	12.53%	12.58%	12.84%
Sundaram Conservative Hybrid Fund	8.84%	9.21%	7.77%
Kotak Arbitrage Fund	6.89%	6.65%	6.35%
SBI Conservative Hybrid Fund	10.04%	10.66%	10.0%
SBI Multi Asset Allocation Fund	10.39%	11.39%	10.03%
Tata Equity Savings Fund	7.79%	8.39%	7.86%
HSBC Conservative Hybrid Fund	8.81%	8.67%	8.66%
Kotak Debt Hybrid Fund	10.6%	11.41%	10.71%
ICICI Prudential Equity Debt Fund	14.5%	15.83%	13.46%
LIC MF Aggressive Hybrid Fund	10.33%	9.25%	9.55%
LIC MF Conservative Hybrid Fund	7.79%	7.77%	7.62%
Invesco India Balanced Advantage Fund	12.22%	10.86%	10.28%
ICICI Prudential Multi Asset Fund	16.2%	15.89%	12.88%
ICICI Prudential Equity Arbitrage Fund	6.94%	6.62%	6.29%
ICICI Prudential Balanced Advantage Fund	11.35%	11.32%	11.39%
Invesco India Arbitrage Fund	6.85%	6.58%	6.25%
Axis Conservative Hybrid Fund	8.02%	8.16%	7.95%
JM Arbitrage Fund	6.62%	5.78%	5.33%
JM Aggressive Hybrid Fund	9.81%	11.23%	7.71%
Aditya Birla Sun Life Equity Hybrid95 Fund	9.91%	11.39%	10.17%
Axis Multi Asset Allocation Fund	10.55%	9.82%	10.63%
UTI Aggressive Hybrid Fund	11.17%	12.33%	9.97%
UTI Multi Asset Allocation Fund	8.17%	9.43%	8.05%
UTI Conservative Hybrid Fund	8.96%	9.36%	8.32%
UTI Arbitrage Fund	6.84%	6.59%	6.32%
Quant Aggressive Hybrid Fund	8.8%	14.15%	13.75%
Quant Multi Asset Allocation Fund	8.98%	15.99%	14.41%
Shriram Aggressive Hybrid Fund	8.26%	10.21%	10.12%
DSP Dynamic Asset Allocation Fund	8.56%	9.1%	9.31%
Bank Of India Balanced Advantage Fund	7.72%	8.0%	5.21%
HDFC Arbitrage Wholesale Fund	6.58%	6.16%	5.75%
Edelweiss Arbitrage Fund	6.92%	6.74%	6.3%
Axis Arbitrage Fund	6.89%	6.59%	6.19%
Bandhan Balanced Advantage Fund	8.26%	9.31%	9.35%
Kotak Equity Savings Fund	9.01%	9.53%	8.75%
Aditya Birla Sun Life Balanced Advantage Fund	8.13%	10.65%	10.69%
Aditya Birla Sun Life Equity Savings Fund	7.2%	8.67%	8.56%
Kotak Aggressive Hybrid Fund	10.53%	13.02%	11.02%
Nippon India Equity Savings Fund	9.36%	7.39%	2.43%
Nippon India Equity Savings Bonus Fund	9.36%	7.39%	2.43%
SBI Equity Savings Fund	8.89%	9.37%	8.87%
Mirae Asset Aggressive Hybrid Fund	13.01%	13.8%	13.66%
Axis Equity Savings Fund	9.29%	9.27%	9.41%
DSP Equity Savings Fund	8.55%	8.61%	8.65%
PGIM India Equity Savings Fund	7.88%	7.52%	7.78%
PGIM India Aggressive Hybrid Equity Fund	9.7%	9.8%	8.99%
PGIM India Arbitrage Fund	6.39%	5.81%	5.39%
Bank Of India Mid Small Cap Equity Debt Fund	13.17%	13.22%	12.97%
Motilal Oswal Balanced Advantage Mofdynamic Fund	9.16%	8.1%	8.93%
Edelweiss Equity Savings Fund	9.38%	9.94%	10.18%
Bandhan Aggressive Hybrid Fund	7.84%	9.8%	11.34%
Mahindra Manulife Equity Savings Fund	7.99%	10.81%	11.63%
Axis Balanced Advantage Fund	8.77%	9.31%	9.39%
Union Balanced Advantage Fund	8.33%	11.73%	12.41%
DSP Arbitrage Fund	6.56%	5.36%	5.31%
Navi Aggressive Hybrid Fund	13.18%	11.68%	11.9%
Invesco India Aggressive Hybrid Fund	11.59%	11.55%	12.32%
Bank Of India Arbitrage Fund	5.42%	4.07%	4.17%
Union Equity Savings Fund	7.87%	8.42%	8.5%
Kotak Balanced Advantage Fund	12.14%	11.77%	12.39%
Axis Aggressive Hybrid Fund	13.23%	12.59%	14.0%
Franklin India Equity Savings Fund	8.26%	8.96%	9.59%
UTI Equity Savings Fund	9.9%	10.26%	11.09%
Baroda BNP Paribas Balanced Advantage Fund	13.08%	16.12%	17.3%
Groww Aggressive Hybrid Fund	12.75%	12.08%	13.39%
Mirae Asset Equity Savings Fund	10.74%	12.17%	12.85%
Tata Arbitrage Fund	6.68%	5.41%	5.62%
LIC MF Arbitrage Fund	5.78%	4.94%	4.83%
Tata Balanced Advantage Fund	11.86%	13.64%	15.04%
Union Arbitrage Fund	6.03%	4.91%	5.04%
Invesco India Equity Savings Fund	9.96%	8.75%	9.55%
Shriram Balanced Advantage Fund	9.42%	11.67%	13.09%
Mahindra Manulife Aggressive Hybrid Fund	19.94%	19.14%	22.28%
Baroda BNP Paribas Equity Savings Fund	8.73%	8.72%	9.39%
ITI Arbitrage Fund	4.27%	3.9%	4.12%
ITI Balanced Advantage Fund	13.13%	12.56%	14.07%
Tata Multi Asset Allocation Fund	19.02%	16.45%	23.61%
Mirae Asset Arbitrage Fund	6.68%	5.44%	5.48%
Motilal Oswal Multi Asset Fund	7.3%	5.9%	0%
Nippon India Multi Asset Allocation Fund	18.23%	14.59%	20.34%
Mahindra Manulife Arbitrage Fund	5.92%	4.81%	4.68%
Union Aggressive Hybrid Fund	14.63%	12.78%	0%
PGIM India Balanced Advantage Fund	12.55%	9.9%	0%
Parag Parikh Conservative Hybrid Fund	10.05%	10.44%	0%
SBI Balanced Advantage Fund	12.83%	14.31%	0%
LIC MF Balanced Advantage Fund	12.66%	12.19%	0%
NJ Balanced Advantage Fund	11.55%	14.61%	0%
Mahindra Manulife Balanced Advantage Fund	12.36%	15.74%	0%
Sundaram Arbitrage Fund	7.6%	6.71%	0%
Sundaram Aggressive Hybrid Fund	16.68%	14.46%	0%
Sundaram Equity Savings Fund	13.36%	13.38%	0%
Sundaram Balanced Advantage Fund	15.09%	12.9%	0%
Baroda BNP Paribas Conservative Hybrid Fund	11.09%	10.8%	0%
Baroda BNP Paribas Arbitrage Fund	8.01%	7.18%	0%
Baroda BNP Paribas Aggressive Hybrid Fund	18.77%	18.83%	0%
NJ Arbitrage Fund	7.58%	7.22%	0%
Mirae Asset Balanced Advantage Fund	16.45%	14.72%	0%
Franklin India Balanced Advantage Fund	19.47%	16.8%	0%
Baroda BNP Paribas Multi Asset Fund	25.59%	0%	0%
HSBC Equity Savings Fund	20.61%	0%	0%
HSBC Aggressive Hybrid Fund	27.52%	0%	0%
HSBC Balanced Advantage Fund	19.37%	0%	0%
HSBC Arbitrage Fund	7.99%	0%	0%
Whiteoak Capital Balanced Advantage Fund	21.77%	0%	0%
Aditya Birla Sun Life Multi Asset Allocation Fund	22.29%	0%	0%
Quant Dynamic Asset Allocation Fund	35.73%	0%	0%
Whiteoak Capital Multi Asset Allocation Fund	18.62%	0%	0%
Edelweiss Multi Asset Allocation Fund	8.39%	0%	0%
UTI Balanced Advantage Fund	16.65%	0%	0%
LIC MF Equity Savings Fund	11.91%	0%	0%
Shriram Multi Asset Allocation Fund	5.39%	0%	0%
DSP Multi Asset Allocation Fund	19.46%	0%	0%
Kotak Multi Asset Allocation Fund	18.26%	0%	0%
360 One Balanced Hybrid Fund	20.42%	0%	0%
Bajaj Finserv Arbitrage Fund	7.46%	0%	0%
Parag Parikh Arbitrage Fund	7.49%	0%	0%
Whiteoak Capital Balanced Hybrid Fund	17.38%	0%	0%
Samco Dynamic Asset Allocation Fund	7.25%	0%	0%
Bajaj Finserv Balanced Advantage Fund	6.32%	0%	0%
Sundaram Multi Asset Allocation Fund	10.28%	0%	0%
Bandhan Multi Asset Allocation Fund	8.03%	0%	0%
Mirae Asset Multi Asset Allocation Fund	10.39%	0%	0%
HSBC Multi Asset Allocation Fund	1.22%	0%	0%
Bank Of India Multi Asset Allocation Fund	2.64%	0%	0%
Mahindra Manulife Multi Asset Allocation Fund	7.46%	0%	0%
Parag Parikh Dynamic Asset Allocation Fund	8.86%	0%	0%
Quantum Multi Asset Allocation Fund	8.73%	0%	0%
Helios Balanced Advantage Fund	1.16%	0%	0%
Bajaj Finserv Multi Asset Allocation Fund	-1.5%	0%	0%
Canara Robeco Balanced Advantage Fund	-3.84%	0%	0%
Union Multi Asset Allocation Fund	3.91%	0%	0%
Whiteoak Capital Arbitrage Fund	7.73%	0%	0%
Franklin India Arbitrage Fund	0%	0%	0%
Invesco India Multi Asset Allocation Fund	0%	0%	0%
Samco Arbitrage Fund	0%	0%	0%
Samco Multi Asset Allocation Fund	0%	0%	0%
Motilal Oswal Arbitrage Fund	0%	0%	0%
LIC MF Multi Asset Allocation Fund	0%	0%	0%
Whiteoak Capital Equity Savings Fund	0%	0%	0%
Unifi Dynamic Asset Allocation Fund	0%	0%	0%
Quant Arbitrage Fund	0%	0%	0%
Canara Robeco Multi Asset Allocation Fund	0%	0%	0%
Quant Equity Savings Fund	0%	0%	0%
Franklin India Multi Asset Allocation Fund	0%	0%	0%
Bajaj Finserv Equity Savings Fund	0%	0%	0%
360 One Multi Asset Allocation Fund	0%	0%	0%
Trustmf Arbitrage Fund	0%	0%	0%
Groww Multi Asset Allocation Fund	0%	0%	0%
The Wealth Company Arbitrage Fund	0%	0%	0%

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

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.

Explore All Funds Belonging to this Type

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

Explore All Funds Belonging to different AMCs

Aditya Birla Sun Life 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 DSP 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 HDFC 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 quant 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 JM Financial Mutual Fund Choice Mutual Fund Kotak Mahindra Mutual Fund LIC Mutual Fund ICICI Prudential Mutual Fund Nippon India Mutual Fund

Explore Different Categories of Mutual Funds

Equity Scheme funds Hybrid Scheme funds Debt Scheme funds Solution Oriented Schemes – Funds for Retirement and Children Other Schemes – Index Funds, 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 9-Nov-2025.

What's next? You can join the Arthgyaan WhatsApp community

You can stay updated on our latest content and learn about our webinars. Our community is fully private so that no one, other than the admin, can see your name or number. Also, we will not spam you.

For resident Indians 🇮🇳:

For NRIs 🇺🇸🇬🇧🇪🇺🇦🇺🇦🇪🇸🇬:

Use this button to add arthgyaan.com as a preferred source of personal finance on Google

Click to add arthgyaan as a Google preferred source

To understand how this article can help you:

If you have a comment or question about this article

The following button will open a form with the link of this page populated for context:

If you liked this article, please leave us a rating

The following button will take you to Trustpilot:

Check out our two calculators: Arthgyaan step-up SIP calculator
Arthgyaan step-up SWP calculator

Latest articles:

Article: This article explains how cash settlement of futures contracts introduces liquidity and market risk, demanding high-quality, liquid equity portfolios in arbitrage funds.

Mutual Funds

Arbitrage Funds Risk: Why Cash Settlement Exposes Funds to Liquidity Risk Article: This article explains how cash settlement of futures contracts introduces liquidity and market risk, demanding high-quality, liquid equity portfolios in arbitrage funds.

Published: 9 November 2025

7 MIN READ

Article: This article explains the timelines, rules, and steps to be taken that protect taxpayers claiming Section 54F exemption when builders delay projects.

Tax Reader Questions

Section 54F Capital Gains Exemption after Land Sale: Claiming on Delayed Under-Construction Property Article: This article explains the timelines, rules, and steps to be taken that protect taxpayers claiming Section 54F exemption when builders delay projects.

Published: 17 September 2025

19 MIN READ

Topics you will like:

Asset Allocation (19) Basics (8) Behaviour (20) Budget (24) Budgeting (12) Calculator (36) Case Study (7) Children (22) Choosing Investments (40) FAQ (20) FIRE (19) Fixed Deposit (10) Free Planning Tool (16) Gold (29) Health Insurance (8) House Purchase (43) Index Funds (6) Insurance (20) International Investing (16) Life Stages (2) Loans (27) Market Data (10) Market Movements (28) Mutual Funds (87) NPS (17) NRI (43) News (38) Pension (11) Portfolio Construction (61) Portfolio Review (32) Reader Questions (9) Real Estate (16) Research (6) Retirement (44) Return to India (8) Review (27) Risk (8) Safe Withdrawal Rate (6) Screener (8) Senior Citizens (5) Set Goals (28) Step by step (15) Stock Investing (5) Tax (106)

Next steps:

1. Email me with any questions.

2. Use our goal-based investing template to prepare a financial plan for yourself.

Don't forget to share this article on WhatsApp or Twitter or post this to Facebook.

Discuss this post with us via Facebook or get regular bite-sized updates on Twitter.