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Step 2: When you invest your money, you are:
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Step 3: If the market lost 25% in the last few months, and your investments
also suffered the same - what would be your first impulse?
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Step 4: Have you ever invested in shares or mutual funds? If yes, for how many years?
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Step 5: To obtain a return of more than what you would receive
as a bank fixed deposit, you must take risks.
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Step 6: How do you react to the idea of investments?
NAV as on 26-09-2025
AUM as on 29-08-2025
Rtn ( Since Inception )
8.95%
Inception Date
Mar 31, 1991
Expense Ratio
2.48%
Fund Status
Open Ended Scheme
Min. Investment
5,000
Min. Topup
500
Min. SIP Amount
200
Risk Status
very high
Investment Objective : An open ended balanced scheme which seeks to provide regular returns and capital appreciation according to the selection of plan by investing in equities and debt. There is no assurance that the investment objective of the Scheme will be achieved.
3 and 6 Months returns are absolute
3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
---|---|---|---|---|---|---|
Fund | -2.69 | 7.16 | -3.38 | 13.46 | 14.0 | 9.35 |
AK Hybrid Aggressive TRI | -0.54 | 5.28 | 0.74 | 12.36 | 14.37 | 11.47 |
Hybrid: Aggressive | -1.51 | 6.69 | -2.77 | 14.96 | 17.75 | 11.88 |
Rank within Category | 28 | 10 | 19 | 19 | 27 | 19 |
Number of Funds within Category | 30 | 30 | 30 | 30 | 29 | 21 |
Return (%) | ||||||
---|---|---|---|---|---|---|
Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth | 519.18 | 2.48 | -3.38 | 13.46 | 14.0 | 9.35 |
SBI Equity Hybrid Fund - Regular Plan -Growth | 77,241.11 | 1.39 | 2.78 | 14.03 | 16.91 | 12.27 |
ICICI Prudential Equity & Debt Fund - Growth | 45,147.7 | 1.56 | 1.24 | 20.45 | 26.04 | 15.99 |
PGIM India Aggressive Hybrid Equity Fund - Growth Option | 214.54 | 2.33 | 0.87 | 13.17 | 14.14 | 8.98 |
Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 1,135.05 | 2.19 | 0.03 | 15.59 | 17.92 | 0.0 |
HDFC Hybrid Equity Fund - Growth Plan | 23,998.04 | 1.68 | -1.27 | 13.33 | 17.92 | 12.16 |
HSBC Aggressive Hybrid Fund - Regular Growth | 5,478.89 | 1.87 | -1.29 | 15.93 | 16.31 | 11.11 |
DSP Aggressive Hybrid Fund- Regular Plan - Growth | 11,323.6 | 1.72 | -1.39 | 15.96 | 17.37 | 12.72 |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 1,835.89 | 2.02 | -1.58 | 17.24 | 20.12 | 0.0 |
Kotak Aggressive Hybrid Fund - Regular Plan -Growth | 7,845.51 | 1.75 | -1.79 | 15.67 | 19.37 | 13.14 |
2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Fund | -6.77 | 9.59 | 22.1 | -5.53 | 4.63 | 13.5 | 17.86 | -1.57 | 18.47 | 1.96 |
0 | 0 | 0 | 0 | 0 | ||||||
Hybrid: Aggressive | - |
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.