Hybrid funds that outperformed their benchmark in the last one year

Hybrid funds that outperformed their benchmark in the last one year

Siddhi Sharma
/ Categories: Mutual Fund, MF Unlocked

A hybrid scheme is subdivided into 6 subcategories so, let's have look at the out-performance of the same schemes as against their benchmark

As we are aware, a mutual fund offers various types of schemes viz. equity-oriented, debt-oriented, hybrid, solution-oriented and other funds which are further divided into various sub-categories.  

A hybrid scheme is subdivided into six subcategories. As per AMFI, the hybrid scheme net AUM has surged from Rs 3,17,572.06 crore as of December 2020 to Rs 4,70,440.23 crore as of December 2021 i.e., 48.14 per cent increase in net AUM. The net inflow of hybrid schemes has also increased from an outflow of Rs 5,932.26 crore as of December 2020 to an inflow of Rs 563.40 crore as of December 2021. 

So, let’s have look at the top 3 hybrid funds from each subcategory: 

Aggressive Hybrid Fund 

Fund Name 

1-Year Return (%) 

AUM (in crores) (as of Dec 2021) 

Expense Ratio (%) (as of Dec 2021) 

Benchmark 1-Year Return (%) 

Outperformance of Fund as against its benchmark (%) 

BOI AXA Mid & Small Cap Equity & Debt Fund 

46.92 

₹371 

1.84 

NIFTY Mid Small Cap 400 TRI(70.00), CRISIL Short-Term Bond Index(30.00) 

32.34 

14.58 

ICICI Prudential Equity & Debt Fund 

44.48 

₹18,456 

1.21 

CRISIL Hybrid 35+65 Aggressive Index 

17.41 

27.07 

Quant Absolute Fund 

41.94 

₹136 

2.38 

CRISIL Hybrid 35+65 Aggressive Index 

17.41 

24.53 

Conservative Hybrid Fund 

Sundaram Debt Oriented Hybrid Fund 

14.51 

₹34 

1.20 

CRISIL Hybrid 85+15 Conservative Index 

6.36 

8.15 

Kotak Debt Hybrid Fund 

14.03 

₹1,268 

0.48 

CRISIL Hybrid 85+15 Conservative Index 

6.36 

7.67 

HDFC Hybrid Debt Fund 

13.70 

₹2,664 

1.38 

NIFTY 50 Hybrid Composite Debt 15:85 Index 

6.63 

7.07 

Equity Savings Fund 

Sundaram Equity Savings Fund 

19.33 

₹301 

0.85 

NIFTY Equity Savings Total Return Index 

10.33 

9.00 

HDFC Equity Savings Fund 

18.07 

₹2,521 

1.28 

NIFTY Equity Savings Total Return Index 

10.33 

7.74 

Mahindra Manulife Equity Savings Dhan Sanchay Yojana 

17.54 

₹373 

0.73 

NIFTY Equity Savings Total Return Index 

10.33 

7.21 

Arbitrage Fund 

Axis Arbitrage Fund 

4.91 

₹4,139 

0.31 

NIFTY 50 Arbitrage Total Return Index 

2.51 

2.4 

Edelweiss Arbitrage Fund 

4.76 

₹6,401 

0.34 

NIFTY 50 Arbitrage Total Return Index 

2.51 

2.25 

Nippon India Arbitrage Fund 

4.73 

₹11,596 

0.34 

NIFTY 50 Arbitrage Total Return Index 

2.51 

2.22 

Multi Asset Allocation Fund 

Quant Multi Asset Fund 

62.28 

₹172 

0.56 

S&P BSE 200 TRI(65.00), MCX I-COMDEX Composite Index(20.00), CRISIL Short-Term Bond Index(15.00) 

 

 

ICICI Prudential Multi Asset Fund 

39.72 

₹12,321 

1.18 

NIFTY 200 TRI(65.00), NIFTY Composite Debt Index(25.00), London Gold(10.00) 

Tata Multi Asset Opportunities Fund 

23.73 

₹1,213 

0.44 

S&P BSE 200 TRI(65.00), MCX I-COMDEX Composite Index(20.00), CRISIL Short-Term Bond Index(15.00) 

Dynamic Asset Allocation or Balanced Advantage Fund 

HDFC Balanced Advantage Fund 

30.43 

₹41,282 

1.03 

NIFTY 50 Hybrid Composite debt 50:50 Index 

13.66 

16.77 

ITI Balanced Advantage Fund 

21.83 

₹510 

0.44 

NIFTY 50 Hybrid Composite debt 50:50 Index 

13.66 

8.17 

Edelweiss Balanced Advantage Fund 

18.63 

₹7,048 

0.45 

NIFTY 50 Hybrid Composite debt 50:50 Index 

13.66 

4.97 

 

 

 

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