8 hybrid mutual funds that gained over 25% in the past year
By Ritesh Presswala, ETMarkets.com |
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Performance Tracker
ETMarket's mutual fund analysis has identified the top 8 hybrid mutual funds that have gained over 25% in the past year, with a fund size exceeding Rs 2,000 crore. Hybrid funds invest in both equity and debt to balance risk and reward, aiming to optimize investment returns. The tax treatment for equity-oriented hybrid schemes is the same as that for equity schemes, while debt-oriented hybrid schemes are taxed like debt funds.
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Quant Multi Asset Fund Direct-Growth
1-Year Return: 37.54% | Fund Size: Rs 3,025.56 crore | Expense Ratio: 0.62%
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Mahindra Manulife Aggressive Hybrid Fund Direct-Growth
1-Year Return: 28.96% | Fund Size: Rs 1,465.17 crore | Expense Ratio: 0.48%
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UTI Multi Asset Allocation Fund Direct-Growth
1-Year Return: 28.33% | Fund Size: Rs 4,415.49 crore | Expense Ratio: 0.67%
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Kotak Equity Hybrid Fund Direct-Growth
1-Year Return: 27.59% | Fund Size: Rs 6,606.22 crore | Expense Ratio: 0.45%
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ICICI Prudential Equity & Debt Fund Direct-Growth
1-Year Return: 26.54% | Fund Size: Rs 40,203.38 crore | Expense Ratio: 0.98%
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UTI Aggressive Hybrid Fund Direct-Growth
1-Year Return: 26.49% | Fund Size: Rs 6,110.59 crore | Expense Ratio: 1.24%
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Edelweiss Aggressive Hybrid Fund Direct-Growth
1-Year Return: 26.47% | Fund Size: Rs 2,195.03 crore | Expense Ratio: 0.38%
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HDFC Balanced Advantage Fund Direct Plan-Growth
1-Year Return: 25.53% | Fund Size: Rs 94,865.65 crore | Expense Ratio: 0.74%