Aggressive Hybrid Funds Climb 3.90% on Average, and Nearly Every Fund Is Up
Key Highlights
Aggressive Hybrid funds: average 1-month 3.90%, 1-year 1.54%, 3-year 12.06% a year across 30 Direct Growth plans, to 5 November 2026.
Returns as of: 5 November 2026
- Category average return: 1 month 3.90%, 1 year 1.54%, 3 years 12.06% a year
- Nearly all funds rose over the past month
- Most funds had a positive return over one year
- 5% of 1-year rolling windows ended below zero
- Average expense ratio of Direct plans: 1.06%
- Largest fund by assets: SBI Aggressive Hybrid Fund
Aggressive Hybrid funds performance: the category average was 3.90% over the month. Nearly all funds rose over the month. The 1-year average was 1.54%. Most of the 29 funds had a positive return over one year.
Aggressive Hybrid funds: returns across the category
| Period | Average | Median | Funds with a positive return | Funds counted |
|---|---|---|---|---|
| 1 week | 4.35% | 4.48% | 30 of 30 | 30 |
| 1 month | 3.90% | 4.12% | 29 of 30 | 30 |
| 3 months | −0.78% | −0.55% | 7 of 30 | 30 |
| 6 months | 3.84% | 3.65% | 29 of 29 | 29 |
| 1 year | 1.54% | 1.31% | 19 of 29 | 29 |
| 3 years (a year) | 12.06% | 11.98% | 29 of 29 | 29 |
| 5 years (a year) | 10.06% | 9.86% | 29 of 29 | 29 |
The 1-year average of 1.54% is lower than the 3-year average of 12.06%. All of the 29 funds had a positive return over 3 years. Most of the 29 funds had a positive return over 1 year.
Highest and lowest returns over the past month
| Fund | 1 month | 1 week |
|---|---|---|
| Canara Rob Aggressive Hybrid Fund | 5.47% | 4.66% |
| PGIM India Aggressive Hybrid Equity Fund | 5.44% | 5.23% |
| Invesco India Aggressive Hybrid Fund | 5.26% | 4.58% |
| Fund | 1 month | 1 week |
|---|---|---|
| Bank of India Aggressive Hybrid Fund | −0.87% | 2.35% |
| LIC MF Aggressive Hybrid Fund | 1.01% | 3.66% |
| HSBC Aggressive Hybrid Fund | 2.08% | 3.69% |
Highest 3-year returns
| Fund | 1 year | 3 years (a year) | Expense ratio |
|---|---|---|---|
| Bank of India Aggressive Hybrid Fund | 11.18% | 16.08% | 0.86% |
| Bandhan Aggressive Hybrid Fund | 6.97% | 15.90% | 0.86% |
| Quant Aggressive Hybrid Fund | 7.42% | 14.33% | 1.48% |
| HSBC Aggressive Hybrid Fund | 5.11% | 14.10% | 0.97% |
| Edelweiss Aggressive Hybrid Fund | 2.59% | 13.94% | 0.71% |
Rolling returns
| Measure | Category average 1-year return |
|---|---|
| Lowest window | −4.9% (ending 23 October 2026) |
| Median | 9.6% |
| Highest window | 36.3% (ending 26 September 2024) |
| Share of windows below zero | 5% |
| Latest window (ending 5 November 2026) | 1.5% |
Rolling 1-year returns show a lowest window of −4.9% and a median of 9.6%. The highest window reached 36.3%. The latest rolling window of 1.5% is lower than the median rolling window.
Largest funds and costs
| Fund | Assets (₹ crore) | 1 year | 3 years (a year) |
|---|---|---|---|
| SBI Aggressive Hybrid Fund | 86,163 | 3.32% | 13.21% |
| ICICI Pru Aggressive Hybrid Fund | 50,706 | 0.54% | 13.73% |
| HDFC Aggressive Hybrid Fund | 21,158 | −3.95% | 7.85% |
| DSP Aggressive Hybrid Fund | 11,312 | −1.68% | 11.42% |
| Canara Rob Aggressive Hybrid Fund | 10,831 | 2.15% | 12.20% |
| Expense ratio | Funds counted | |
|---|---|---|
| Average | 1.06% | 30 |
| Lowest: Mirae Asset Aggressive Hybrid Fund | 0.63% | |
| Highest: Groww Aggressive Hybrid Fund | 2.10% |
Aggressive Hybrid funds: FAQs
How have Aggressive Hybrid funds performed over the past year?
The average 1-year return of 29 Direct Growth Aggressive Hybrid funds was 1.54% to 5 November 2026; most funds had a positive return. The average 3-year return was 12.06% a year across 29 funds.
What is the average expense ratio of Aggressive Hybrid funds?
The average expense ratio of 30 Direct plans in the Aggressive Hybrid category is 1.06%. It ranges from 0.63% (Mirae Asset Aggressive Hybrid Fund) to 2.10% (Groww Aggressive Hybrid Fund).
Which Aggressive Hybrid fund is the largest?
SBI Aggressive Hybrid Fund has the largest assets among Aggressive Hybrid funds, ₹86,163 crore at 30 September 2026, across all its plans.
What are rolling returns?
Rolling returns measure the return over every window of a fixed length, not just the one ending today. Here, each 1-year window ending between 6 November 2023 and 5 November 2026 is averaged across 29 funds, so the result does not depend on one start date.
Why are Direct plans compared?
Direct plans have no distributor commission in their cost, so they are the cleanest way to compare the funds themselves. Regular plans of the same funds charge a higher expense ratio, which reduces their returns.
, expense and portfolio data: Accord Fintech. Calculations: ThePip. For information only; not investment advice.