Aggressive hybrid funds: Only 2 delivered over 8% returns in 1 year as 22 funds lost money. How did your fund perform?

Only 2 of 29 aggressive hybrid funds with reported one-year returns delivered over 8%, while 22 posted losses. Even large schemes such as SBI and ICICI Prudential Aggressive Hybrid Fund ended in the red, highlighting the risks of equity-heavy hybrid investments.

Only two aggressive hybrid mutual funds delivered returns above 8% over one year, while 22 of the 29 funds with reported returns in the latest list posted losses. Bank of India Aggressive Hybrid Fund topped the category with a 12.1% return, followed by Navi Aggressive Hybrid Fund at 8.42%, according to Value Research.

The data also shows that funds with negative returns accounted for about ₹2.33 lakh crore in assets, or roughly 91% of the assets of the funds with reported one-year returns in the list. This includes some of the category’s largest schemes, highlighting that a fund’s size does not necessarily translate into positive short-term performance.

Aggressive hybrid funds combine equity and debt investments, but their equity exposure means investors can still lose money when markets weaken. The latest figures show a wide gap between the category’s top performers and its weakest schemes.

Only two aggressive hybrid funds deliver over 8% returns

Bank of India Aggressive Hybrid Fund delivered a 12.1% one-year return, while Navi Aggressive Hybrid Fund returned 8.42%. The remaining five funds with positive returns delivered between 0.05% and 3.83%.

At the other end, HDFC Aggressive Hybrid Fund recorded the steepest loss at 6.87%, followed by Invesco India Aggressive Hybrid Fund at 6.59%. Mahindra Manulife Aggressive Hybrid Fund and Franklin India Aggressive Hybrid Fund lost 5.46% and 5.44%, respectively.