Analysis

Top 7 hybrid mutual funds with over 20% gains in the last 3 years

Balanced Gains
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Balanced Gains
ETMarket's mutual fund analysis has identified the top seven hybrid mutual funds that gained over 20% in the last 3 years. Hybrid funds invest in both equity and debt with the goal of balancing risk & reward, and optimizing investment returns. The tax treatment of equity-oriented hybrid schemes is similar to that of equity schemes, while debt-oriented hybrid schemes are taxed in the same way as debt schemes.

Quant Multi Asset Fund Direct-Growth
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Quant Multi Asset Fund Direct-Growth
3-Year Return: 26.16% | Fund Size: Rs 2725.26 crore | Expense Ratio: 0.62%

HDFC Balanced Advantage Fund Direct Plan-Growth
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3/8
HDFC Balanced Advantage Fund Direct Plan-Growth
3-Year Return: 24.35% | Fund Size: Rs 95391.46 crore | Expense Ratio: 0.72%

JM Aggressive Hybrid Fund Direct-Growth
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JM Aggressive Hybrid Fund Direct-Growth
3-Year Return: 24.31% | Fund Size: Rs 578.07 crore | Expense Ratio: 0.54%

ICICI Prudential Equity & Debt Fund Direct-Growth
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ICICI Prudential Equity & Debt Fund Direct-Growth
3-Year Return: 23.40% | Fund Size: Rs 40095.35 Cr crore | Expense Ratio: 0.98%

Edelweiss Aggressive Hybrid Fund Direct - Growth
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6/8
Edelweiss Aggressive Hybrid Fund Direct - Growth
3-Year Return: 21.17% | Fund Size: Rs 2077.12 crore | Expense Ratio: 0.40%

ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct - Growth
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ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct - Growth
3-Year Return: 21.09% | Fund Size: Rs 642.23 crore | Expense Ratio: 0.84%

Bank of India Mid & Small Cap Equity & Debt Fund Direct-Growth
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Bank of India Mid & Small Cap Equity & Debt Fund Direct-Growth
3-Year Return: 20.94% | Fund Size: Rs 978.12 crore | Expense Ratio: 1.10%

For further detail, click -https://economictimes.indiatimes.com/mutual-fund-screener/best-hybrid-funds
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