₹10K SIPs to ₹9L+ in 5 yrs: 5 aggressive hybrid fund winners

Summary: Aggressive hybrid funds combine equity and debt to deliver a blend of growth and cushion. Here are five such funds that stood out on five-year SIP returns.

Are you new to investing? Or looking for a fund that can deliver growth while cushioning your portfolio during market downturns? Aggressive hybrid funds may be the answer.

These funds typically invest 65-80 per cent of their assets in equities for long-term, inflation-beating returns, while the rest is invested in debt for stability. In other words, aggressive hybrid funds tend to offer the best of both worlds: growth with a safety net.

What’s more, these funds automatically rebalance between equity and debt, eliminating the hassle of trying to time the market or manually adjusting your asset allocation.

When it comes to performance, these funds have held up well. In terms of five-year SIP returns, these funds have delivered impressively, with the top-performing fund delivering annualised returns of over 20 per cent.

So, without further ado, we present to you a list of the five best-performing aggressive hybrid funds.

#5 Mahindra Manulife Aggressive Hybrid Fund (Direct plan)

• Five-year SIP returns: 18.36 per cent
• Assets under management (AUM): Rs 1,811 crore
• Expense ratio: 0.47 per cent
• Value of a Rs 10,000 SIP after five years: Rs 9.53 lakh

#4 Edelweiss Aggressive Hybrid Fund (Direct plan)

• Five-year SIP returns: 18.45 per cent
• Assets under management (AUM): Rs 2,994 crore
• Expense ratio: 0.40 per cent
• Value of a Rs 10,000 SIP after five years: Rs 9.56 lakh

#3 Bank of India Mid & Small Cap Equity & Debt Fund (Direct plan)

• Five-year SIP returns: 19.17 per cent
• Assets under management (AUM): Rs 1,258 crore
• Expense ratio: 0.86 per cent
• Value of a Rs 10,000 SIP after five years: Rs 9.74 lakh

#2 JM Aggressive Hybrid Fund (Direct plan)

• Five-year SIP returns: 19.96 per cent
• Assets under management (AUM): Rs 841 crore
• Expense ratio: 0.60 per cent
• Value of a Rs 10,000 SIP after five years: Rs 9.74 lakh

#1 ICICI Prudential Equity and Debt Fund (Direct plan)

• Five-year SIP returns: 20.76 per cent
• Assets under management (AUM): Rs 44,605 crore
• Expense ratio: 0.96 per cent
• Value of a Rs 10,000 SIP after five years: Rs 10.11 lakh

Want to start a Rs 10,000 monthly SIP in aggressive hybrid funds?

While past performance is one way to judge a fund, our analysts go deeper, evaluating consistency, portfolio quality, risk and suitability for long-term wealth creation.

Subscribe to Value Research Fund Advisor to find out if any of the aggressive hybrid funds mentioned above have made it to our recommended list, as well as get personalised guidance on which funds are right for your financial goals.

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Also read: 5 aggressive hybrid funds turned ₹10K SIP to ₹26L+ in 10 yrs