These Top Three Hybrid Funds Outperformed the Nifty 50, delivering over 20 per cent in the last one Year

Hybrid funds cater to investors seeking a balanced allocation of equity, debt, and other asset classes, providing a mix of capital appreciation and stability.

The Nifty 50 index, a key benchmark of the Indian equity market, has delivered a 6.03 per cent return over the past year. However, some hybrid mutual funds have significantly outperformed this benchmark, offering higher returns while maintaining a diversified approach to risk management. Among these, the Quant Multi Asset Fund, Invesco India Aggressive Hybrid Fund, and JM Aggressive Hybrid Fund have stood out with one-year returns of 24.11 per cent, 24.06 per cent, and 21.50 per cent, respectively.

These funds cater to investors seeking a balanced allocation of equity, debt, and other asset classes, providing a mix of capital appreciation and stability.

Quant Multi Asset Fund

The Quant Multi Asset Fund, launched in 2013, is categorised under "Hybrid: Multi Asset Allocation" and is managed by Quant Mutual Fund. It allocates its investments across equity, debt, and commodities to ensure diversification. The fund has delivered an impressive one-year return of 24.11 per cent, outperforming its benchmarks. Its compounded annual growth rate (CAGR) since inception stands at 15.72 per cent, higher than its benchmark's CAGR of 13.48 per cent.

As of December 31, 2024, the fund manages assets worth Rs 3,201.83 crores with a Total Expense Ratio (TER) of 0.62 per cent. Investors can start with a minimum investment of Rs 5,000, and additional investments require just Rs 1,000. However, an exit load of 1 per cent applies if units are redeemed within 15 days. This fund suits investors who value diversification across multiple asset classes.

Invesco India Aggressive Hybrid Fund

The Invesco India Aggressive Hybrid Fund, launched in 2018, focuses on a balanced allocation of equities and debt. It has achieved a strong one-year return of 24.06 per cent and a CAGR of 14.7 per cent since inception, exceeding its benchmark's 12.55 per cent. The fund's strategy is ideal for investors seeking capital appreciation with controlled risk exposure.

The fund manages assets worth Rs 598.27 crores as of December 31, 2024, with a TER of 0.82 per cent. Its investment threshold starts at Rs 1,000, and investors can top up with the same amount. The exit load structure provides flexibility, with no charge on redeeming up to 10 per cent of units within a year. This fund is designed for those looking for aggressive growth while maintaining a balance between equity and debt.

JM Aggressive Hybrid Fund

JM Aggressive Hybrid Fund, also launched in 2013, has consistently provided strong returns, achieving a one-year return of 21.50 per cent and a CAGR of 15.01 per cent since inception. It primarily invests in a mix of equity and debt instruments, making it a suitable choice for moderately aggressive investors.

The fund oversees Rs 764.18 crores in assets as of December 31, 2024, with a TER of 0.66 per cent. A minimum investment of Rs 1,000 is required, and additional contributions can be as low as Rs 100. An exit load of 1 per cent applies if units are redeemed within 60 days, encouraging long-term investment.

In conclusion, while the Nifty 50 delivered 6.03 per cent returns over the last year, hybrid funds like Quant Multi Asset Fund, Invesco India Aggressive Hybrid Fund, and JM Aggressive Hybrid Fund outperformed significantly with returns exceeding 20 per cent. These funds balance equity and debt, offering investors a compelling mix of growth and stability. For those seeking consistent performance and diversified risk, these funds present strong investment opportunities.

Disclaimer: The article is for informational purposes only and not investment advice.