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%
-0.45%
Quarterly trailing returns:
Returns
2025Q3
2025Q2
2025Q1
2024Q4
Value
0.26%
5.64%
-0.69%
-1.55%
Yearly trailing returns:
Returns
2024
2023
2022
2021
Value
13.71%
16.62%
4.7%
16.45%
Fundwise SIP and SWP returns
Rolling SIP returns
Fund
Any 1Y SIP
Any 3Y SIP
Any 5Y SIP
Canara Robeco Equity Hybrid Fund
14.47%
14.44%
14.93%
Canara Robeco Conservative Hybrid Fund
10.22%
9.27%
9.5%
Bandhan Arbitrage Fund
6.93%
6.73%
6.4%
Bandhan Equity Savings Fund
7.31%
7.84%
8.27%
Bandhan Conservative Hybrid Fund
8.93%
7.96%
7.66%
Franklin India Aggressive Hybrid Fund
12.84%
14.52%
14.34%
Franklin India Conservative Hybrid Fund
9.02%
9.02%
8.06%
Nippon India Arbitrage Fund
7.11%
6.94%
6.56%
Edelweiss Balanced Advantage Fund
11.58%
11.49%
13.34%
Edelweiss Aggressive Hybrid Fund
14.0%
14.92%
15.55%
Nippon India Conservative Hybrid Fund
9.35%
7.99%
6.51%
Nippon India Balanced Advantage Fund
12.02%
12.76%
12.31%
Nippon India Balanced Advantage Bonus Fund
0.33%
0%
0%
Nippon India Aggressive Hybrid Fund
13.27%
15.49%
11.04%
HDFC Arbitrage Fund
6.81%
6.37%
6.13%
HDFC Balanced Advantage Fund
16.66%
16.81%
16.07%
DSP Aggressive Hybrid Fund
15.66%
15.25%
14.85%
Tata Aggressive Hybrid Fund
12.37%
13.12%
13.16%
HDFC Hybrid Equity Fund
13.17%
13.99%
13.98%
HDFC Hybrid Debt Fund
9.61%
10.77%
9.75%
HDFC Equity Savings Fund
9.65%
11.64%
10.92%
HDFC Multi Asset Fund
11.37%
12.39%
13.62%
Aditya Birla Sun Life Arbitrage Fund
6.89%
6.71%
6.44%
SBI Equity Hybrid Fund
14.71%
13.99%
14.13%
Sundaram Conservative Hybrid Fund
9.21%
8.92%
8.08%
Kotak Arbitrage Fund
6.91%
6.75%
6.55%
SBI Conservative Hybrid Fund
10.35%
10.95%
10.26%
SBI Multi Asset Allocation Fund
11.71%
11.82%
11.34%
Tata Equity Savings Fund
8.57%
8.6%
8.71%
HSBC Conservative Hybrid Fund
10.07%
9.07%
8.54%
Kotak Debt Hybrid Fund
11.44%
11.6%
11.22%
ICICI Prudential Equity Debt Fund
16.22%
18.67%
18.75%
LIC MF Aggressive Hybrid Fund
11.8%
9.83%
10.44%
LIC MF Conservative Hybrid Fund
7.98%
7.4%
7.2%
Invesco India Balanced Advantage Fund
12.58%
12.2%
10.57%
ICICI Prudential Multi Asset Fund
17.76%
17.88%
18.06%
ICICI Prudential Equity Arbitrage Fund
6.96%
6.72%
6.39%
ICICI Prudential Balanced Advantage Fund
13.35%
13.21%
12.81%
Invesco India Arbitrage Fund
6.83%
6.64%
6.54%
Axis Conservative Hybrid Fund
8.88%
8.73%
8.42%
JM Arbitrage Fund
6.49%
6.01%
5.63%
JM Aggressive Hybrid Fund
12.6%
14.87%
14.94%
Aditya Birla Sun Life Equity Hybrid95 Fund
12.9%
14.18%
12.55%
Axis Multi Asset Allocation Fund
11.31%
10.39%
12.25%
UTI Aggressive Hybrid Fund
12.97%
15.16%
14.24%
UTI Multi Asset Allocation Fund
10.96%
9.8%
9.48%
UTI Conservative Hybrid Fund
9.99%
10.13%
8.97%
UTI Arbitrage Fund
6.81%
6.65%
6.39%
Quant Aggressive Hybrid Fund
13.05%
19.64%
24.16%
Quant Multi Asset Allocation Fund
13.38%
22.86%
26.04%
Shriram Aggressive Hybrid Fund
10.49%
11.57%
12.33%
DSP Dynamic Asset Allocation Fund
9.79%
9.99%
10.25%
Bank Of India Balanced Advantage Fund
8.74%
8.82%
7.44%
HDFC Arbitrage Wholesale Fund
6.53%
6.29%
5.79%
Edelweiss Arbitrage Fund
6.9%
6.82%
6.26%
Axis Arbitrage Fund
6.85%
6.79%
6.07%
Bandhan Balanced Advantage Fund
10.13%
10.61%
11.12%
Kotak Equity Savings Fund
10.02%
10.88%
10.52%
Aditya Birla Sun Life Balanced Advantage Fund
11.59%
12.72%
12.63%
Aditya Birla Sun Life Equity Savings Fund
9.36%
8.82%
9.21%
Kotak Aggressive Hybrid Fund
14.21%
16.51%
17.29%
Nippon India Equity Savings Fund
7.33%
6.86%
3.94%
Nippon India Equity Savings Bonus Fund
7.33%
6.86%
3.94%
SBI Equity Savings Fund
10.43%
10.63%
11.02%
Mirae Asset Aggressive Hybrid Fund
14.43%
14.65%
15.52%
Axis Equity Savings Fund
10.01%
10.32%
10.76%
DSP Equity Savings Fund
9.35%
10.61%
10.6%
PGIM India Equity Savings Fund
8.14%
8.3%
8.72%
PGIM India Aggressive Hybrid Equity Fund
11.52%
12.64%
13.31%
PGIM India Arbitrage Fund
6.4%
5.89%
5.42%
Bank Of India Mid Small Cap Equity Debt Fund
13.96%
21.52%
21.92%
Motilal Oswal Balanced Advantage Mofdynamic Fund
9.31%
9.05%
9.09%
Edelweiss Equity Savings Fund
10.11%
11.4%
11.34%
Bandhan Aggressive Hybrid Fund
10.59%
16.6%
16.03%
Mahindra Manulife Equity Savings Fund
9.41%
12.38%
12.14%
Axis Balanced Advantage Fund
9.08%
12.69%
13.69%
Union Balanced Advantage Fund
10.17%
12.34%
11.51%
DSP Arbitrage Fund
6.68%
5.48%
6.29%
Navi Aggressive Hybrid Fund
13.41%
15.64%
15.41%
Invesco India Aggressive Hybrid Fund
13.85%
17.44%
17.53%
Bank Of India Arbitrage Fund
5.55%
4.63%
5.48%
Union Equity Savings Fund
8.8%
8.55%
8.63%
Kotak Balanced Advantage Fund
13.75%
12.98%
13.44%
Axis Aggressive Hybrid Fund
12.9%
12.98%
13.05%
Franklin India Equity Savings Fund
8.42%
9.85%
10.23%
UTI Equity Savings Fund
9.94%
12.07%
12.34%
Baroda BNP Paribas Balanced Advantage Fund
15.79%
15.59%
17.13%
Groww Aggressive Hybrid Fund
12.47%
14.09%
16.3%
Mirae Asset Equity Savings Fund
12.65%
12.22%
13.0%
Tata Arbitrage Fund
6.87%
6.41%
6.84%
LIC MF Arbitrage Fund
6.03%
6.18%
6.42%
Tata Balanced Advantage Fund
13.2%
13.74%
14.87%
Union Arbitrage Fund
6.24%
6.33%
6.58%
Invesco India Equity Savings Fund
11.08%
11.17%
12.02%
Shriram Balanced Advantage Fund
10.95%
10.12%
10.46%
Mahindra Manulife Aggressive Hybrid Fund
19.39%
19.6%
20.1%
Baroda BNP Paribas Equity Savings Fund
10.38%
10.69%
10.55%
ITI Arbitrage Fund
4.54%
6.24%
6.36%
ITI Balanced Advantage Fund
13.0%
13.01%
12.34%
Tata Multi Asset Allocation Fund
16.41%
16.63%
16.36%
Mirae Asset Arbitrage Fund
7.08%
7.53%
7.05%
Nippon India Multi Asset Allocation Fund
16.72%
20.72%
19.43%
Mahindra Manulife Arbitrage Fund
6.14%
6.38%
5.98%
Union Aggressive Hybrid Fund
11.3%
15.88%
0%
PGIM India Balanced Advantage Fund
10.67%
12.67%
0%
Parag Parikh Conservative Hybrid Fund
9.77%
12.65%
0%
SBI Balanced Advantage Fund
12.75%
14.78%
0%
LIC MF Balanced Advantage Fund
12.98%
12.18%
0%
NJ Balanced Advantage Fund
9.09%
12.13%
0%
Mahindra Manulife Balanced Advantage Fund
13.79%
14.06%
0%
Sundaram Arbitrage Fund
7.56%
7.48%
0%
Sundaram Aggressive Hybrid Fund
13.3%
13.92%
0%
Sundaram Equity Savings Fund
12.99%
13.05%
0%
Sundaram Balanced Advantage Fund
11.82%
12.25%
0%
Baroda BNP Paribas Conservative Hybrid Fund
10.66%
10.0%
0%
Baroda BNP Paribas Arbitrage Fund
7.81%
7.76%
0%
Baroda BNP Paribas Aggressive Hybrid Fund
18.49%
15.34%
0%
NJ Arbitrage Fund
7.41%
6.98%
0%
Mirae Asset Balanced Advantage Fund
15.43%
13.12%
0%
Franklin India Balanced Advantage Fund
17.71%
13.58%
0%
Baroda BNP Paribas Multi Asset Fund
17.78%
0%
0%
HSBC Equity Savings Fund
19.82%
0%
0%
HSBC Aggressive Hybrid Fund
21.8%
0%
0%
HSBC Balanced Advantage Fund
17.24%
0%
0%
HSBC Arbitrage Fund
7.75%
0%
0%
Whiteoak Capital Balanced Advantage Fund
15.57%
0%
0%
Aditya Birla Sun Life Multi Asset Allocation Fund
19.35%
0%
0%
Quant Dynamic Asset Allocation Fund
8.6%
0%
0%
Whiteoak Capital Multi Asset Allocation Fund
18.72%
0%
0%
Edelweiss Multi Asset Allocation Fund
8.39%
0%
0%
UTI Balanced Advantage Fund
10.1%
0%
0%
LIC MF Equity Savings Fund
10.95%
0%
0%
Shriram Multi Asset Allocation Fund
2.28%
0%
0%
DSP Multi Asset Allocation Fund
16.05%
0%
0%
Kotak Multi Asset Allocation Fund
10.14%
0%
0%
360 One Balanced Hybrid Fund
8.13%
0%
0%
Bajaj Finserv Arbitrage Fund
7.21%
0%
0%
Parag Parikh Arbitrage Fund
7.17%
0%
0%
Whiteoak Capital Balanced Hybrid Fund
9.78%
0%
0%
Samco Dynamic Asset Allocation Fund
-2.13%
0%
0%
Bajaj Finserv Balanced Advantage Fund
4.79%
0%
0%
Sundaram Multi Asset Allocation Fund
14.53%
0%
0%
Bandhan Multi Asset Allocation Fund
13.74%
0%
0%
Mirae Asset Multi Asset Allocation Fund
14.02%
0%
0%
HSBC Multi Asset Allocation Fund
9.66%
0%
0%
Bank Of India Multi Asset Allocation Fund
8.64%
0%
0%
Mahindra Manulife Multi Asset Allocation Fund
14.33%
0%
0%
Parag Parikh Dynamic Asset Allocation Fund
7.21%
0%
0%
Quantum Multi Asset Allocation Fund
12.22%
0%
0%
Helios Balanced Advantage Fund
6.64%
0%
0%
Bajaj Finserv Multi Asset Allocation Fund
12.29%
0%
0%
Canara Robeco Balanced Advantage Fund
7.46%
0%
0%
Union Multi Asset Allocation Fund
23.32%
0%
0%
Whiteoak Capital Arbitrage Fund
7.13%
0%
0%
Franklin India Arbitrage Fund
6.97%
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%
Old Bridge Arbitrage Fund
0%
0%
0%
SIP Calculator
Rolling SWP returns
Fund
Any 1Y SWP
Any 3Y SWP
Any 5Y SWP
Canara Robeco Equity Hybrid Fund
12.67%
14.18%
14.43%
Canara Robeco Conservative Hybrid Fund
9.87%
9.58%
9.98%
Bandhan Arbitrage Fund
6.98%
6.67%
6.37%
Bandhan Equity Savings Fund
7.02%
7.0%
6.59%
Bandhan Conservative Hybrid Fund
7.91%
7.94%
7.69%
Franklin India Aggressive Hybrid Fund
11.9%
12.44%
11.84%
Franklin India Conservative Hybrid Fund
8.47%
8.23%
7.96%
Nippon India Arbitrage Fund
7.13%
6.85%
6.59%
Edelweiss Balanced Advantage Fund
10.58%
12.17%
11.81%
Edelweiss Aggressive Hybrid Fund
12.84%
13.42%
11.89%
Nippon India Conservative Hybrid Fund
8.85%
8.34%
6.7%
Nippon India Balanced Advantage Fund
10.99%
11.43%
11.1%
Nippon India Balanced Advantage Bonus Fund
2.16%
0%
0%
Nippon India Aggressive Hybrid Fund
12.78%
12.75%
8.94%
HDFC Arbitrage Fund
6.86%
6.2%
5.91%
HDFC Balanced Advantage Fund
15.24%
14.56%
11.9%
DSP Aggressive Hybrid Fund
12.84%
13.8%
13.87%
Tata Aggressive Hybrid Fund
11.14%
11.61%
10.71%
HDFC Hybrid Equity Fund
11.65%
11.75%
11.03%
HDFC Hybrid Debt Fund
9.4%
9.73%
9.24%
HDFC Equity Savings Fund
8.88%
10.34%
10.06%
HDFC Multi Asset Fund
9.78%
11.08%
9.02%
Aditya Birla Sun Life Arbitrage Fund
6.87%
6.62%
6.34%
SBI Equity Hybrid Fund
13.85%
12.81%
13.0%
Sundaram Conservative Hybrid Fund
8.89%
9.25%
8.06%
Kotak Arbitrage Fund
6.91%
6.67%
6.38%
SBI Conservative Hybrid Fund
10.24%
10.55%
10.07%
SBI Multi Asset Allocation Fund
10.76%
11.57%
10.19%
Tata Equity Savings Fund
7.96%
8.45%
8.12%
HSBC Conservative Hybrid Fund
8.89%
8.84%
8.84%
Kotak Debt Hybrid Fund
10.76%
11.46%
10.82%
ICICI Prudential Equity Debt Fund
15.22%
16.09%
14.08%
LIC MF Aggressive Hybrid Fund
10.78%
9.4%
9.55%
LIC MF Conservative Hybrid Fund
7.76%
7.7%
7.64%
Invesco India Balanced Advantage Fund
12.88%
10.96%
10.36%
ICICI Prudential Multi Asset Fund
16.53%
16.05%
13.46%
ICICI Prudential Equity Arbitrage Fund
6.96%
6.63%
6.32%
ICICI Prudential Balanced Advantage Fund
11.63%
11.49%
11.49%
Invesco India Arbitrage Fund
6.81%
6.57%
6.25%
Axis Conservative Hybrid Fund
8.49%
8.33%
8.04%
JM Arbitrage Fund
6.55%
5.78%
5.35%
JM Aggressive Hybrid Fund
10.41%
11.84%
8.21%
Aditya Birla Sun Life Equity Hybrid95 Fund
11.31%
11.77%
10.51%
Axis Multi Asset Allocation Fund
11.18%
10.15%
10.67%
UTI Aggressive Hybrid Fund
12.07%
12.6%
10.45%
UTI Multi Asset Allocation Fund
8.8%
9.75%
8.34%
UTI Conservative Hybrid Fund
9.49%
9.43%
8.47%
UTI Arbitrage Fund
6.82%
6.59%
6.31%
Quant Aggressive Hybrid Fund
10.11%
14.56%
14.7%
Quant Multi Asset Allocation Fund
9.35%
17.04%
15.5%
Shriram Aggressive Hybrid Fund
9.14%
10.43%
10.38%
DSP Dynamic Asset Allocation Fund
8.82%
9.18%
9.41%
Bank Of India Balanced Advantage Fund
8.04%
8.04%
5.33%
HDFC Arbitrage Wholesale Fund
6.57%
6.14%
5.76%
Edelweiss Arbitrage Fund
6.91%
6.72%
6.34%
Axis Arbitrage Fund
6.88%
6.56%
6.22%
Bandhan Balanced Advantage Fund
8.51%
9.46%
9.55%
Kotak Equity Savings Fund
9.37%
9.56%
8.94%
Aditya Birla Sun Life Balanced Advantage Fund
8.9%
10.82%
10.76%
Aditya Birla Sun Life Equity Savings Fund
7.67%
8.68%
8.67%
Kotak Aggressive Hybrid Fund
11.62%
13.35%
11.32%
Nippon India Equity Savings Fund
8.32%
7.37%
2.95%
Nippon India Equity Savings Bonus Fund
8.32%
7.37%
2.95%
SBI Equity Savings Fund
9.4%
9.43%
9.16%
Mirae Asset Aggressive Hybrid Fund
13.89%
13.96%
13.9%
Axis Equity Savings Fund
9.55%
9.26%
9.52%
DSP Equity Savings Fund
9.07%
8.7%
8.87%
PGIM India Equity Savings Fund
7.96%
7.67%
7.83%
PGIM India Aggressive Hybrid Equity Fund
10.53%
10.04%
9.78%
PGIM India Arbitrage Fund
6.4%
5.82%
5.43%
Bank Of India Mid Small Cap Equity Debt Fund
14.37%
13.81%
13.57%
Motilal Oswal Balanced Advantage Mofdynamic Fund
9.01%
8.49%
8.95%
Edelweiss Equity Savings Fund
9.63%
10.06%
10.23%
Bandhan Aggressive Hybrid Fund
9.28%
10.31%
11.31%
Mahindra Manulife Equity Savings Fund
8.49%
10.97%
11.64%
Axis Balanced Advantage Fund
8.89%
9.33%
9.45%
Union Balanced Advantage Fund
8.87%
11.97%
12.62%
DSP Arbitrage Fund
6.58%
5.52%
5.3%
Navi Aggressive Hybrid Fund
13.69%
12.02%
11.78%
Invesco India Aggressive Hybrid Fund
12.2%
11.79%
12.23%
Bank Of India Arbitrage Fund
5.47%
4.19%
4.16%
Union Equity Savings Fund
7.95%
8.44%
8.55%
Kotak Balanced Advantage Fund
12.52%
11.9%
12.49%
Axis Aggressive Hybrid Fund
14.08%
12.66%
14.2%
Franklin India Equity Savings Fund
8.71%
8.99%
9.53%
UTI Equity Savings Fund
10.09%
10.32%
11.01%
Baroda BNP Paribas Balanced Advantage Fund
13.83%
16.18%
17.42%
Groww Aggressive Hybrid Fund
12.8%
12.4%
13.41%
Mirae Asset Equity Savings Fund
11.29%
12.22%
13.0%
Tata Arbitrage Fund
6.7%
5.54%
5.61%
LIC MF Arbitrage Fund
5.77%
5.04%
4.85%
Tata Balanced Advantage Fund
11.65%
13.74%
15.14%
Union Arbitrage Fund
6.0%
4.99%
5.03%
Invesco India Equity Savings Fund
10.23%
8.74%
9.77%
Shriram Balanced Advantage Fund
9.0%
11.67%
13.24%
Mahindra Manulife Aggressive Hybrid Fund
19.97%
19.42%
25.44%
Baroda BNP Paribas Equity Savings Fund
8.85%
8.9%
9.41%
ITI Arbitrage Fund
4.28%
3.98%
4.1%
ITI Balanced Advantage Fund
12.47%
12.68%
14.27%
Tata Multi Asset Allocation Fund
19.38%
16.79%
23.99%
Mirae Asset Arbitrage Fund
6.88%
5.49%
5.44%
Nippon India Multi Asset Allocation Fund
18.28%
14.9%
20.15%
Mahindra Manulife Arbitrage Fund
6.0%
4.83%
4.65%
Union Aggressive Hybrid Fund
13.67%
13.23%
0%
PGIM India Balanced Advantage Fund
12.36%
10.16%
0%
Parag Parikh Conservative Hybrid Fund
10.08%
10.4%
0%
SBI Balanced Advantage Fund
12.97%
14.32%
0%
LIC MF Balanced Advantage Fund
13.05%
12.05%
0%
NJ Balanced Advantage Fund
10.91%
14.61%
0%
Mahindra Manulife Balanced Advantage Fund
11.92%
15.55%
0%
Sundaram Arbitrage Fund
7.55%
6.73%
0%
Sundaram Aggressive Hybrid Fund
15.74%
14.21%
0%
Sundaram Equity Savings Fund
13.12%
13.28%
0%
Sundaram Balanced Advantage Fund
13.88%
12.8%
0%
Baroda BNP Paribas Conservative Hybrid Fund
10.86%
10.69%
0%
Baroda BNP Paribas Arbitrage Fund
7.91%
7.25%
0%
Baroda BNP Paribas Aggressive Hybrid Fund
17.5%
18.45%
0%
NJ Arbitrage Fund
7.56%
7.22%
0%
Mirae Asset Balanced Advantage Fund
15.61%
14.75%
0%
Franklin India Balanced Advantage Fund
17.45%
16.42%
0%
Baroda BNP Paribas Multi Asset Fund
23.39%
0%
0%
HSBC Equity Savings Fund
20.66%
0%
0%
HSBC Aggressive Hybrid Fund
26.78%
0%
0%
HSBC Balanced Advantage Fund
18.16%
0%
0%
HSBC Arbitrage Fund
7.99%
0%
0%
Whiteoak Capital Balanced Advantage Fund
21.05%
0%
0%
Aditya Birla Sun Life Multi Asset Allocation Fund
21.96%
0%
0%
Quant Dynamic Asset Allocation Fund
26.42%
0%
0%
Whiteoak Capital Multi Asset Allocation Fund
18.44%
0%
0%
Edelweiss Multi Asset Allocation Fund
8.37%
0%
0%
UTI Balanced Advantage Fund
15.47%
0%
0%
LIC MF Equity Savings Fund
11.24%
0%
0%
Shriram Multi Asset Allocation Fund
4.31%
0%
0%
DSP Multi Asset Allocation Fund
17.78%
0%
0%
Kotak Multi Asset Allocation Fund
15.87%
0%
0%
360 One Balanced Hybrid Fund
17.6%
0%
0%
Bajaj Finserv Arbitrage Fund
7.44%
0%
0%
Parag Parikh Arbitrage Fund
7.44%
0%
0%
Whiteoak Capital Balanced Hybrid Fund
15.85%
0%
0%
Samco Dynamic Asset Allocation Fund
1.06%
0%
0%
Bajaj Finserv Balanced Advantage Fund
5.94%
0%
0%
Sundaram Multi Asset Allocation Fund
11.16%
0%
0%
Bandhan Multi Asset Allocation Fund
8.85%
0%
0%
Mirae Asset Multi Asset Allocation Fund
10.9%
0%
0%
HSBC Multi Asset Allocation Fund
2.21%
0%
0%
Bank Of India Multi Asset Allocation Fund
3.55%
0%
0%
Mahindra Manulife Multi Asset Allocation Fund
8.64%
0%
0%
Parag Parikh Dynamic Asset Allocation Fund
7.59%
0%
0%
Quantum Multi Asset Allocation Fund
8.99%
0%
0%
Helios Balanced Advantage Fund
1.88%
0%
0%
Bajaj Finserv Multi Asset Allocation Fund
0.34%
0%
0%
Canara Robeco Balanced Advantage Fund
-2.05%
0%
0%
Union Multi Asset Allocation Fund
6.27%
0%
0%
Whiteoak Capital Arbitrage Fund
7.67%
0%
0%
Franklin India Arbitrage Fund
7.16%
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%
Old Bridge 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
14.47%
14.37%
14.83%
Canara Robeco Conservative Hybrid Fund
10.22%
9.27%
9.47%
Bandhan Arbitrage Fund
6.93%
6.74%
6.45%
Bandhan Equity Savings Fund
7.31%
7.77%
8.3%
Bandhan Conservative Hybrid Fund
8.93%
7.95%
7.63%
Franklin India Aggressive Hybrid Fund
12.84%
14.51%
14.37%
Franklin India Conservative Hybrid Fund
9.02%
9.05%
8.12%
Nippon India Arbitrage Fund
7.11%
6.94%
6.6%
Edelweiss Balanced Advantage Fund
11.58%
11.5%
13.29%
Edelweiss Aggressive Hybrid Fund
14.0%
14.91%
15.8%
Nippon India Conservative Hybrid Fund
9.35%
7.9%
6.54%
Nippon India Balanced Advantage Fund
12.02%
12.72%
12.35%
Nippon India Balanced Advantage Bonus Fund
0.33%
0%
0%
Nippon India Aggressive Hybrid Fund
13.27%
15.45%
11.31%
HDFC Arbitrage Fund
6.81%
6.38%
6.18%
HDFC Balanced Advantage Fund
16.66%
16.75%
16.33%
DSP Aggressive Hybrid Fund
15.66%
15.18%
14.86%
Tata Aggressive Hybrid Fund
12.37%
13.04%
13.22%
HDFC Hybrid Equity Fund
13.17%
13.95%
14.18%
HDFC Hybrid Debt Fund
9.61%
10.75%
9.77%
HDFC Equity Savings Fund
9.65%
11.6%
10.94%
HDFC Multi Asset Fund
11.37%
12.33%
13.72%
Aditya Birla Sun Life Arbitrage Fund
6.89%
6.71%
6.5%
SBI Equity Hybrid Fund
14.71%
14.06%
14.17%
Sundaram Conservative Hybrid Fund
9.21%
8.88%
8.03%
Kotak Arbitrage Fund
6.91%
6.75%
6.58%
SBI Conservative Hybrid Fund
10.35%
10.9%
10.25%
SBI Multi Asset Allocation Fund
11.71%
11.78%
11.39%
Tata Equity Savings Fund
8.57%
8.61%
8.75%
HSBC Conservative Hybrid Fund
10.07%
9.07%
8.53%
Kotak Debt Hybrid Fund
11.44%
11.54%
11.24%
ICICI Prudential Equity Debt Fund
16.22%
18.74%
19.0%
LIC MF Aggressive Hybrid Fund
11.8%
9.8%
10.49%
LIC MF Conservative Hybrid Fund
7.98%
7.41%
7.18%
Invesco India Balanced Advantage Fund
12.58%
12.2%
10.71%
ICICI Prudential Multi Asset Fund
17.76%
18.02%
18.39%
ICICI Prudential Equity Arbitrage Fund
6.96%
6.72%
6.45%
ICICI Prudential Balanced Advantage Fund
13.35%
13.22%
12.84%
Invesco India Arbitrage Fund
6.83%
6.65%
6.57%
Axis Conservative Hybrid Fund
8.88%
8.7%
8.42%
JM Arbitrage Fund
6.49%
6.01%
5.7%
JM Aggressive Hybrid Fund
12.6%
14.98%
15.33%
Aditya Birla Sun Life Equity Hybrid95 Fund
12.9%
14.08%
12.71%
Axis Multi Asset Allocation Fund
11.31%
10.43%
12.1%
UTI Aggressive Hybrid Fund
12.97%
15.13%
14.52%
UTI Multi Asset Allocation Fund
10.96%
9.83%
9.62%
UTI Conservative Hybrid Fund
9.99%
10.12%
9.04%
UTI Arbitrage Fund
6.81%
6.65%
6.44%
Quant Aggressive Hybrid Fund
13.05%
19.31%
24.16%
Quant Multi Asset Allocation Fund
13.38%
22.68%
26.36%
Shriram Aggressive Hybrid Fund
10.49%
11.4%
12.37%
DSP Dynamic Asset Allocation Fund
9.79%
9.98%
10.26%
Bank Of India Balanced Advantage Fund
8.74%
8.81%
7.66%
HDFC Arbitrage Wholesale Fund
6.53%
6.28%
5.78%
Edelweiss Arbitrage Fund
6.9%
6.82%
6.3%
Axis Arbitrage Fund
6.85%
6.8%
6.07%
Bandhan Balanced Advantage Fund
10.13%
10.6%
11.14%
Kotak Equity Savings Fund
10.02%
10.91%
10.61%
Aditya Birla Sun Life Balanced Advantage Fund
11.59%
12.63%
12.73%
Aditya Birla Sun Life Equity Savings Fund
9.36%
8.79%
9.21%
Kotak Aggressive Hybrid Fund
14.21%
16.44%
17.33%
Nippon India Equity Savings Fund
7.33%
6.94%
4.26%
Nippon India Equity Savings Bonus Fund
7.33%
6.94%
4.26%
SBI Equity Savings Fund
10.43%
10.5%
11.15%
Mirae Asset Aggressive Hybrid Fund
14.43%
14.5%
15.53%
Axis Equity Savings Fund
10.01%
10.21%
10.81%
DSP Equity Savings Fund
9.35%
10.57%
10.67%
PGIM India Equity Savings Fund
8.14%
8.28%
8.72%
PGIM India Aggressive Hybrid Equity Fund
11.52%
12.62%
13.4%
PGIM India Arbitrage Fund
6.4%
5.91%
5.39%
Bank Of India Mid Small Cap Equity Debt Fund
13.96%
21.43%
22.0%
Motilal Oswal Balanced Advantage Mofdynamic Fund
9.31%
9.1%
9.06%
Edelweiss Equity Savings Fund
10.11%
11.46%
11.36%
Bandhan Aggressive Hybrid Fund
10.59%
16.64%
16.08%
Mahindra Manulife Equity Savings Fund
9.41%
12.34%
12.16%
Axis Balanced Advantage Fund
9.08%
12.89%
13.77%
Union Balanced Advantage Fund
10.17%
12.34%
11.43%
DSP Arbitrage Fund
6.68%
5.53%
6.38%
Navi Aggressive Hybrid Fund
13.41%
15.67%
15.43%
Invesco India Aggressive Hybrid Fund
13.85%
17.4%
17.64%
Bank Of India Arbitrage Fund
5.55%
4.68%
5.58%
Union Equity Savings Fund
8.8%
8.48%
8.64%
Kotak Balanced Advantage Fund
13.75%
12.95%
13.47%
Axis Aggressive Hybrid Fund
12.9%
12.74%
13.0%
Franklin India Equity Savings Fund
8.42%
9.86%
10.21%
UTI Equity Savings Fund
9.94%
12.02%
12.29%
Baroda BNP Paribas Balanced Advantage Fund
15.79%
15.49%
17.1%
Groww Aggressive Hybrid Fund
12.47%
13.95%
16.37%
Mirae Asset Equity Savings Fund
12.65%
12.21%
13.0%
Tata Arbitrage Fund
6.87%
6.46%
6.92%
LIC MF Arbitrage Fund
6.03%
6.23%
6.5%
Tata Balanced Advantage Fund
13.2%
13.59%
14.78%
Union Arbitrage Fund
6.24%
6.38%
6.66%
Invesco India Equity Savings Fund
11.08%
11.05%
12.13%
Shriram Balanced Advantage Fund
10.95%
9.97%
10.27%
Mahindra Manulife Aggressive Hybrid Fund
19.39%
19.58%
19.97%
Baroda BNP Paribas Equity Savings Fund
10.38%
10.68%
10.61%
ITI Arbitrage Fund
4.54%
6.31%
6.46%
ITI Balanced Advantage Fund
13.0%
12.88%
12.29%
Tata Multi Asset Allocation Fund
16.41%
16.56%
16.26%
Mirae Asset Arbitrage Fund
7.08%
7.54%
7.1%
Nippon India Multi Asset Allocation Fund
16.72%
20.7%
19.55%
Mahindra Manulife Arbitrage Fund
6.14%
6.39%
6.02%
Union Aggressive Hybrid Fund
11.3%
16.04%
0%
PGIM India Balanced Advantage Fund
10.67%
12.7%
0%
Parag Parikh Conservative Hybrid Fund
9.77%
12.62%
0%
SBI Balanced Advantage Fund
12.75%
14.64%
0%
LIC MF Balanced Advantage Fund
12.98%
12.11%
0%
NJ Balanced Advantage Fund
9.09%
11.91%
0%
Mahindra Manulife Balanced Advantage Fund
13.79%
13.86%
0%
Sundaram Arbitrage Fund
7.56%
7.48%
0%
Sundaram Aggressive Hybrid Fund
13.3%
13.76%
0%
Sundaram Equity Savings Fund
12.99%
12.93%
0%
Sundaram Balanced Advantage Fund
11.82%
12.13%
0%
Baroda BNP Paribas Conservative Hybrid Fund
10.66%
9.95%
0%
Baroda BNP Paribas Arbitrage Fund
7.81%
7.76%
0%
Baroda BNP Paribas Aggressive Hybrid Fund
18.49%
15.08%
0%
NJ Arbitrage Fund
7.41%
6.95%
0%
Mirae Asset Balanced Advantage Fund
15.43%
13.02%
0%
Franklin India Balanced Advantage Fund
17.71%
13.41%
0%
Baroda BNP Paribas Multi Asset Fund
17.78%
0%
0%
HSBC Equity Savings Fund
19.82%
0%
0%
HSBC Aggressive Hybrid Fund
21.8%
0%
0%
HSBC Balanced Advantage Fund
17.24%
0%
0%
HSBC Arbitrage Fund
7.75%
0%
0%
Whiteoak Capital Balanced Advantage Fund
15.57%
0%
0%
Aditya Birla Sun Life Multi Asset Allocation Fund
19.35%
0%
0%
Quant Dynamic Asset Allocation Fund
8.6%
0%
0%
Whiteoak Capital Multi Asset Allocation Fund
18.72%
0%
0%
Edelweiss Multi Asset Allocation Fund
8.39%
0%
0%
UTI Balanced Advantage Fund
10.1%
0%
0%
LIC MF Equity Savings Fund
10.95%
0%
0%
Shriram Multi Asset Allocation Fund
2.28%
0%
0%
DSP Multi Asset Allocation Fund
16.05%
0%
0%
Kotak Multi Asset Allocation Fund
10.14%
0%
0%
360 One Balanced Hybrid Fund
8.13%
0%
0%
Bajaj Finserv Arbitrage Fund
7.21%
0%
0%
Parag Parikh Arbitrage Fund
7.17%
0%
0%
Whiteoak Capital Balanced Hybrid Fund
9.78%
0%
0%
Samco Dynamic Asset Allocation Fund
-2.13%
0%
0%
Bajaj Finserv Balanced Advantage Fund
4.79%
0%
0%
Sundaram Multi Asset Allocation Fund
14.53%
0%
0%
Bandhan Multi Asset Allocation Fund
13.74%
0%
0%
Mirae Asset Multi Asset Allocation Fund
14.02%
0%
0%
HSBC Multi Asset Allocation Fund
9.66%
0%
0%
Bank Of India Multi Asset Allocation Fund
8.64%
0%
0%
Mahindra Manulife Multi Asset Allocation Fund
14.33%
0%
0%
Parag Parikh Dynamic Asset Allocation Fund
7.21%
0%
0%
Quantum Multi Asset Allocation Fund
12.22%
0%
0%
Helios Balanced Advantage Fund
6.64%
0%
0%
Bajaj Finserv Multi Asset Allocation Fund
12.29%
0%
0%
Canara Robeco Balanced Advantage Fund
7.46%
0%
0%
Union Multi Asset Allocation Fund
23.32%
0%
0%
Whiteoak Capital Arbitrage Fund
7.13%
0%
0%
Franklin India Arbitrage Fund
6.97%
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%
Old Bridge 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
12.67%
14.34%
14.44%
Canara Robeco Conservative Hybrid Fund
9.87%
9.57%
10.03%
Bandhan Arbitrage Fund
6.98%
6.68%
6.34%
Bandhan Equity Savings Fund
7.02%
7.02%
6.69%
Bandhan Conservative Hybrid Fund
7.91%
7.97%
7.66%
Franklin India Aggressive Hybrid Fund
11.9%
12.5%
12.03%
Franklin India Conservative Hybrid Fund
8.47%
8.27%
7.97%
Nippon India Arbitrage Fund
7.13%
6.85%
6.57%
Edelweiss Balanced Advantage Fund
10.58%
12.14%
11.88%
Edelweiss Aggressive Hybrid Fund
12.84%
13.65%
11.67%
Nippon India Conservative Hybrid Fund
8.85%
8.4%
6.43%
Nippon India Balanced Advantage Fund
10.99%
11.44%
11.18%
Nippon India Balanced Advantage Bonus Fund
2.16%
0%
0%
Nippon India Aggressive Hybrid Fund
12.78%
12.88%
8.79%
HDFC Arbitrage Fund
6.86%
6.21%
5.89%
HDFC Balanced Advantage Fund
15.24%
14.57%
12.08%
DSP Aggressive Hybrid Fund
12.84%
13.96%
13.94%
Tata Aggressive Hybrid Fund
11.14%
11.73%
10.98%
HDFC Hybrid Equity Fund
11.65%
11.85%
11.21%
HDFC Hybrid Debt Fund
9.4%
9.83%
9.26%
HDFC Equity Savings Fund
8.88%
10.43%
10.05%
HDFC Multi Asset Fund
9.78%
11.19%
9.22%
Aditya Birla Sun Life Arbitrage Fund
6.87%
6.62%
6.31%
SBI Equity Hybrid Fund
13.85%
12.97%
13.03%
Sundaram Conservative Hybrid Fund
8.89%
9.31%
7.9%
Kotak Arbitrage Fund
6.91%
6.67%
6.35%
SBI Conservative Hybrid Fund
10.24%
10.56%
10.13%
SBI Multi Asset Allocation Fund
10.76%
11.65%
10.26%
Tata Equity Savings Fund
7.96%
8.51%
8.06%
HSBC Conservative Hybrid Fund
8.89%
8.84%
8.77%
Kotak Debt Hybrid Fund
10.76%
11.41%
10.9%
ICICI Prudential Equity Debt Fund
15.22%
16.36%
14.4%
LIC MF Aggressive Hybrid Fund
10.78%
9.41%
9.69%
LIC MF Conservative Hybrid Fund
7.76%
7.72%
7.61%
Invesco India Balanced Advantage Fund
12.88%
11.01%
10.4%
ICICI Prudential Multi Asset Fund
16.53%
16.27%
13.67%
ICICI Prudential Equity Arbitrage Fund
6.96%
6.63%
6.29%
ICICI Prudential Balanced Advantage Fund
11.63%
11.58%
11.53%
Invesco India Arbitrage Fund
6.81%
6.57%
6.23%
Axis Conservative Hybrid Fund
8.49%
8.31%
8.0%
JM Arbitrage Fund
6.55%
5.79%
5.31%
JM Aggressive Hybrid Fund
10.41%
12.0%
8.06%
Aditya Birla Sun Life Equity Hybrid95 Fund
11.31%
11.91%
10.34%
Axis Multi Asset Allocation Fund
11.18%
10.17%
10.74%
UTI Aggressive Hybrid Fund
12.07%
12.69%
10.69%
UTI Multi Asset Allocation Fund
8.8%
9.85%
8.38%
UTI Conservative Hybrid Fund
9.49%
9.48%
8.4%
UTI Arbitrage Fund
6.82%
6.59%
6.3%
Quant Aggressive Hybrid Fund
10.11%
14.74%
15.53%
Quant Multi Asset Allocation Fund
9.35%
17.36%
16.28%
Shriram Aggressive Hybrid Fund
9.14%
10.54%
10.39%
DSP Dynamic Asset Allocation Fund
8.82%
9.25%
9.42%
Bank Of India Balanced Advantage Fund
8.04%
8.06%
5.27%
HDFC Arbitrage Wholesale Fund
6.57%
6.15%
5.72%
Edelweiss Arbitrage Fund
6.91%
6.72%
6.29%
Axis Arbitrage Fund
6.88%
6.55%
6.17%
Bandhan Balanced Advantage Fund
8.51%
9.44%
9.55%
Kotak Equity Savings Fund
9.37%
9.61%
8.9%
Aditya Birla Sun Life Balanced Advantage Fund
8.9%
10.81%
10.9%
Aditya Birla Sun Life Equity Savings Fund
7.67%
8.84%
8.65%
Kotak Aggressive Hybrid Fund
11.62%
13.61%
11.32%
Nippon India Equity Savings Fund
8.32%
7.45%
3.12%
Nippon India Equity Savings Bonus Fund
8.32%
7.45%
3.12%
SBI Equity Savings Fund
9.4%
9.53%
9.03%
Mirae Asset Aggressive Hybrid Fund
13.89%
14.07%
13.89%
Axis Equity Savings Fund
9.55%
9.38%
9.58%
DSP Equity Savings Fund
9.07%
8.84%
8.92%
PGIM India Equity Savings Fund
7.96%
7.76%
7.89%
PGIM India Aggressive Hybrid Equity Fund
10.53%
10.26%
9.7%
PGIM India Arbitrage Fund
6.4%
5.83%
5.4%
Bank Of India Mid Small Cap Equity Debt Fund
14.37%
14.05%
13.87%
Motilal Oswal Balanced Advantage Mofdynamic Fund
9.01%
8.62%
9.08%
Edelweiss Equity Savings Fund
9.63%
10.13%
10.28%
Bandhan Aggressive Hybrid Fund
9.28%
10.61%
11.71%
Mahindra Manulife Equity Savings Fund
8.49%
11.18%
11.79%
Axis Balanced Advantage Fund
8.89%
9.48%
9.61%
Union Balanced Advantage Fund
8.87%
12.15%
12.63%
DSP Arbitrage Fund
6.58%
5.5%
5.36%
Navi Aggressive Hybrid Fund
13.69%
12.22%
12.12%
Invesco India Aggressive Hybrid Fund
12.2%
11.89%
12.53%
Bank Of India Arbitrage Fund
5.47%
4.18%
4.21%
Union Equity Savings Fund
7.95%
8.52%
8.55%
Kotak Balanced Advantage Fund
12.52%
12.02%
12.58%
Axis Aggressive Hybrid Fund
14.08%
12.79%
14.19%
Franklin India Equity Savings Fund
8.71%
9.11%
9.68%
UTI Equity Savings Fund
10.09%
10.47%
11.17%
Baroda BNP Paribas Balanced Advantage Fund
13.83%
16.3%
17.38%
Groww Aggressive Hybrid Fund
12.8%
12.49%
13.7%
Mirae Asset Equity Savings Fund
11.29%
12.34%
13.05%
Tata Arbitrage Fund
6.7%
5.53%
5.64%
LIC MF Arbitrage Fund
5.77%
5.06%
4.87%
Tata Balanced Advantage Fund
11.65%
13.82%
15.21%
Union Arbitrage Fund
6.0%
5.02%
5.06%
Invesco India Equity Savings Fund
10.23%
8.81%
9.78%
Shriram Balanced Advantage Fund
9.0%
11.76%
13.15%
Mahindra Manulife Aggressive Hybrid Fund
19.97%
19.49%
24.83%
Baroda BNP Paribas Equity Savings Fund
8.85%
8.96%
9.44%
ITI Arbitrage Fund
4.28%
4.01%
4.16%
ITI Balanced Advantage Fund
12.47%
12.51%
14.16%
Tata Multi Asset Allocation Fund
19.38%
16.79%
23.43%
Mirae Asset Arbitrage Fund
6.88%
5.55%
5.52%
Nippon India Multi Asset Allocation Fund
18.28%
14.81%
19.91%
Mahindra Manulife Arbitrage Fund
6.0%
4.88%
4.72%
Union Aggressive Hybrid Fund
13.67%
13.12%
0%
PGIM India Balanced Advantage Fund
12.36%
10.19%
0%
Parag Parikh Conservative Hybrid Fund
10.08%
10.51%
0%
SBI Balanced Advantage Fund
12.97%
14.5%
0%
LIC MF Balanced Advantage Fund
13.05%
12.13%
0%
NJ Balanced Advantage Fund
10.91%
14.77%
0%
Mahindra Manulife Balanced Advantage Fund
11.92%
15.67%
0%
Sundaram Arbitrage Fund
7.55%
6.76%
0%
Sundaram Aggressive Hybrid Fund
15.74%
14.37%
0%
Sundaram Equity Savings Fund
13.12%
13.36%
0%
Sundaram Balanced Advantage Fund
13.88%
12.87%
0%
Baroda BNP Paribas Conservative Hybrid Fund
10.86%
10.71%
0%
Baroda BNP Paribas Arbitrage Fund
7.91%
7.28%
0%
Baroda BNP Paribas Aggressive Hybrid Fund
17.5%
18.57%
0%
NJ Arbitrage Fund
7.56%
7.23%
0%
Mirae Asset Balanced Advantage Fund
15.61%
14.81%
0%
Franklin India Balanced Advantage Fund
17.45%
16.47%
0%
Baroda BNP Paribas Multi Asset Fund
23.39%
0%
0%
HSBC Equity Savings Fund
20.66%
0%
0%
HSBC Aggressive Hybrid Fund
26.78%
0%
0%
HSBC Balanced Advantage Fund
18.16%
0%
0%
HSBC Arbitrage Fund
7.99%
0%
0%
Whiteoak Capital Balanced Advantage Fund
21.05%
0%
0%
Aditya Birla Sun Life Multi Asset Allocation Fund
21.96%
0%
0%
Quant Dynamic Asset Allocation Fund
26.42%
0%
0%
Whiteoak Capital Multi Asset Allocation Fund
18.44%
0%
0%
Edelweiss Multi Asset Allocation Fund
8.37%
0%
0%
UTI Balanced Advantage Fund
15.47%
0%
0%
LIC MF Equity Savings Fund
11.24%
0%
0%
Shriram Multi Asset Allocation Fund
4.31%
0%
0%
DSP Multi Asset Allocation Fund
17.78%
0%
0%
Kotak Multi Asset Allocation Fund
15.87%
0%
0%
360 One Balanced Hybrid Fund
17.6%
0%
0%
Bajaj Finserv Arbitrage Fund
7.44%
0%
0%
Parag Parikh Arbitrage Fund
7.44%
0%
0%
Whiteoak Capital Balanced Hybrid Fund
15.85%
0%
0%
Samco Dynamic Asset Allocation Fund
1.06%
0%
0%
Bajaj Finserv Balanced Advantage Fund
5.94%
0%
0%
Sundaram Multi Asset Allocation Fund
11.16%
0%
0%
Bandhan Multi Asset Allocation Fund
8.85%
0%
0%
Mirae Asset Multi Asset Allocation Fund
10.9%
0%
0%
HSBC Multi Asset Allocation Fund
2.21%
0%
0%
Bank Of India Multi Asset Allocation Fund
3.55%
0%
0%
Mahindra Manulife Multi Asset Allocation Fund
8.64%
0%
0%
Parag Parikh Dynamic Asset Allocation Fund
7.59%
0%
0%
Quantum Multi Asset Allocation Fund
8.99%
0%
0%
Helios Balanced Advantage Fund
1.88%
0%
0%
Bajaj Finserv Multi Asset Allocation Fund
0.34%
0%
0%
Canara Robeco Balanced Advantage Fund
-2.05%
0%
0%
Union Multi Asset Allocation Fund
6.27%
0%
0%
Whiteoak Capital Arbitrage Fund
7.67%
0%
0%
Franklin India Arbitrage Fund
7.16%
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%
Old Bridge 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.
Note:
Dividends from mutual funds (called IDCW or Income Distribution cum Capital Withdrawal funds), are added to the income of the investor and taxed at their highest applicable (slab) rate.
Cess and surcharge (if applicable) is to be applied to taxes from mutual funds from selling and dividends.
Switches, SWP and selling any lump sum amount are taxable as per the table above.
Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
