Best Aggressive Hybrid Funds to Invest in India with Prakash72

Aggressive Hybrid Mutual Funds are high-return generating fund portfolios with higher weightage to equity securities than debt securities.

Top Aggressive Hybrid Mutual Funds

ICICI PRUDENTIAL EQUITY AND DEBT FUND
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1 Year
2 Year
3 Year
5 Year
10.22%
17.1%
18.6%
22.8%
EDELWEISS AGGRESSIVE HYBRID FUND
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1 Year
2 Year
3 Year
5 Year
4.38%
14.07%
15.82%
17.18%
DSP AGGRESSIVE HYBRID FUND
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1 Year
2 Year
3 Year
5 Year
4.66%
14%
15.54%
14.58%
INVESCO INDIA AGGRESSIVE HYBRID FUND
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1 Year
2 Year
3 Year
5 Year
-1.66%
14.48%
14.98%
14.07%
UTI EQUITY SAVINGS FUND
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1 Year
2 Year
3 Year
5 Year
7.09%
9.57%
10.56%
10.96%

Why Invest with Prakash72?

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Features of Aggressive Hybrid Mutual Funds

First Time Equity Investors

These funds are good for investors taking exposure to equity for the first time as these funds have a slight debt exposure also, 65-80% is invested in equity and the remaining in debt. The debt exposure balances the risk of market volatility as during the low phases of markets the debt component will help.

Investment Horizon of 3-5 Years

An investor can realise their short-term goals which are in the next 3-5 years by investing in these funds.

Investors Nearing their Retirement Age

Investors who are close to their retirement age but have not been able to build a sufficient retirement corpus can opt for investing in Aggressive Hybrid Mutual Funds to attempt to fulfill their corpus goal

Fund Categories

Hybrid

Dynamic Asset Allocation

Equity Savings

Arbitrage Fund

Aggressive Hybrid Fund

Balanced Hybrid Fund

Multi Asset Allocation

Conservative Hybrid Fund

Debt Mutual Funds

Medium Duration Fund

Overnight Mutual Fund

Low Duration Fund

Dynamic Bond

Gilt Fund with 10 year constant duration

Long Duration Fund

Short Duration Fund

Money Market Fund

Gilt Fund

Corporate Bond Fund

Floater Fund

Medium to Long Duration Fund

Ultra Short Duration Fund

Banking and PSU Fund

Credit Risk Fund

Equity

Focused Fund

Flexi Cap Fund

Mid Cap Funds

Multi Cap Funds

Large Cap Funds

Small Cap Fund

Large & Mid Cap Funds

Sectoral Thematic

Value Fund

Sectoral Thematic

Credit Risk Fund

Dividend Yield Fund

Contra Fund

Solution Oriented

Retirement Fund

Children Fund

Other

Index Funds

FoFs

How to Invest in an Aggressive Hybrid Mutual Fund with Prakash72?

Any investor can enjoy the benefits of investing through Prakash72 in the following easy steps:

Step 1:

Create an account in Prakash72 by providing your basic KYC details. (If you already have an account, then just log in to your account.)

Step 2:

On your portfolio page click on the Buy New tab at the top right corner of the screen. Select the category and choose the funds you want to purchase. If you already know the name of the fund you want to buy, then you can search for the particular fund through Quick Order.

Step 3:

Select the category and choose the funds you want to purchase.

Step 4:

If you already know the name of the fund to buy, then you can search for the particular fund through Quick Order.

Step 5:

Fill in the transaction details and confirm. You can place up to 5 orders in one go.

Step 6:

You can make payment through your registered account using UPI, Direct Pay, or NEFT/RTGS, Bank Mandate, or Cheque. For same-day NAV, select UPI, Direct Pay, or NEFT/RTGS, as other payment options may take a few days to clear.
Nodal account takes about 1–2 days to clear payment from the approved mandate, and cheques take about 2–5 days in clearing, due to which you may not get the same-day NAV.

Why Should You Invest in Aggressive Hybrid Funds?

Aggressive Hybrid Mutual Funds derive their benefits from its unique composition of equity and debt portfolio. Since major investment is into equity with balance in debt, these funds offer distinctive advantages of its own:

  • Higher Returns: Equity investments are worthy of generating higher returns, both from dividend and capital appreciation. Since a major chunk of these funds is placed into equity, these funds are capable of delivering higher returns to its investors, as compared to other funds. However, higher the probability of gains, the possibility of losses is also equal.
  • Stability: Since 20-35% of the portfolio value is into debt, it offers security of fixed interest to the extent of investment into debt securities.

Who Should Invest in Aggressive Hybrid Mutual Funds?

Aggressive Hybrid Mutual Funds are apt for investors willing to undertake moderate to high risk of capital loss since major investment is into equity, which is prone to market fluctuations. It is suitable for long term benefit goals, preferably over 3 years, since benefits from capital appreciation accrue over a long period of time.

9,209

Partners in 769 cities across India

57,789

Customers spread over 3,000 pincodes

47,26,520

Transactions Executed

Rs. 6,349

Crore- Transaction Value

Frequently Asked Questions (FAQs):

1. How Long Should I Stay Invested in Aggressive Hybrid Mutual Funds?

An investment horizon of 3+ years is suggested for any investment in these funds so as to enjoy the benefits of wealth building. Since major investment is into equity, true gains from equity accrue only over a long period of time. Fixed interest earned from debt investments is barely enough to meet yearly inflation cost, and thus, offers minimal real returns only.

2. What Kind of Returns can I earn from Aggressive Hybrid Mutual Funds?

Aggressive Hybrid Mutual Funds are capable of generating high returns, in the slab of 10-12%, only if funds remain invested for a long period of time. However, the performance of these funds is highly subject to market conditions and volatility.

3. Where do Aggressive Hybrid Mutual Funds Invest?

Aggressive Hybrid Funds invest in both equity and debt, just like other Hybrid Funds. However, since these funds are ‘aggressive’ and focus on capital appreciation, as per SEBI regulations, they are required to invest 65-80% of their assets in equity and equity-related instruments. The remaining 20-35% can be invested in debt and other fixed-interest securities. The fund managers of Aggressive Hybrid Funds need to regularly manage and juggle the portfolio holdings in order to maintain this proportion of debt and equity.

4. What is the Taxation on Aggressive Hybrid Funds?

Capital gains on redemption of units of Aggressive Hybrid Funds are taxed on the basis of the holding period.
Short-Term Capital Gain Tax (STCG): Short Term Capital Gains accrue on redemption before one year and are taxed at 15%
Long Term Capital Gain Tax (LTCG): For holding periods longer than one year, Long Terms Capital Gains are applicable, and are taxed at a flat rate of 10% over and above gains of Rs. 1 Lakh, without indexation benefits.

5. What is the Minimum Investment Required in Aggressive Hybrid Funds?

It is widely held that one can start investing in all kinds of Mutual Funds lump sum investment with as little as INR 500 onwards. Investors can opt for the Systematic Investment Plan (SIP) route and start as low as INR 100 per month. The amount varies depending on the scheme chosen.