Top 5 CRISIL Rated Hybrid Funds With Over 40% Returns On 5 Years SIP

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oi-Shubham Kumar

| Updated: Sunday, May 15, 2022, 13:55 [IST]

Hybrid mutual funds invest in a mix of equities and debt to offer investors a well-diversified portfolio. Each sort of hybrid fund has a different investment style and goal, based on asset class allocation and risk factors, which makes it important to examine each category to determine which is best for your portfolio. These funds can have a wide range of risk levels, from low to moderate to even high enough to entice the most adventurous investors.

Hybrid funds can have a wide range of risk levels, from low to moderate to even high enough to entice the most adventurous investors. It’s simple to see how a hybrid fund fits into an investor’s portfolio if you understand its broad features. Here, in this article, we have given details about the 5 hybrid mutual funds of different categories. These funds offered above 40% SIP Returns on 5-years SIP. Also, these funds are top CRISIL rated hybrid funds.

Quant Absolute Fund – Direct Plan-Growth

This is an open-ended Aggressive Hybrid Mutual fund, rated 5-star by the CRISIL. This fund is worth Rs 341.66 crore of Asset Under Management (AUM). The Net Asset Value (NAV) of the fund declared on 13th May 2022 is Rs 273.1269. The fund has an expense ratio of 2.15%, which is higher than its category average expense ratio. Currently, the fund has a 78.81% allocation to equity and 18.50% to Debt.

The minimum investment amount required for lump-sum payment is Rs 5,000 and Rs 1,000 to start SIP. Since its launch, it has delivered 16.88% average annual returns.

SIP Returns – Absolute

In 1-year SIP, the fund has given negative returns.

1 Year 2 Year 3 Year 5 Year
-1.20% 30.27% 53.45% 76.37%

ICICI Prudential Equity & Debt Fund – Direct Plan-Growth

Rated 5-star by the CRISIL, this is an Aggressive Hybrid Fund launched on 03 November 1999 by the ICICI Prudential Mutual Fund. The fund has worth Rs 19330.76 Crore of Asset Under Management (AUM). It has a Net Asset Value (NAV) of Rs 233.05 declared on 13th May 2022. Its expense ratio is 1.26%, which is higher than its category average expense ratio. Currently, the Fund has 71.11% investment in equities and 21.44% investment in Debt.

To start investment in this fund, the minimum amount required is Rs 5,000 and to start SIP, the minimum amount required is Rs 100. It charges 1% on redemption within 365 days for units above 30% of the investment. Since its launch, it has delivered 16.31% average annual returns. 

SIP Returns – Absolute

1 Year 2 Year 3 Year 5 Year
2.71% 28.75% 41.12% 54.55%

BOI AXA Mid & Small Cap Equity & Debt Fund – Direct Plan-Growth

This is a 5-star rated Aggressive Hybrid Fund launched on 20 July 2006 by the BOI AXA Mutual Fund. The fund has worth Rs 363.21 Crore of Asset Under Management (AUM). The declared Net Asset Value (NAV) of the fund as of 13th May 2022 is Rs 21.84. Its expense ratio is 1.53%, which is less than its category average expense ratio. Currently, the fund has a 79.40% allocation to equity and 13.50% to Debt.

The minimum investment amount required for lump-sum payment is Rs 5,000 and Rs 1,000 to start SIP. The fund charges 1% on redemption for units in excess of 10% of the investment within 365 days. Since its launch, it has delivered 14.37% average annual returns. 

SIP Returns – Absolute

On 1-Year SIP, the fund has offered negative returns.

1 Year 2 Year 3 Year 5 Year
-5.97% 22.83% 42.00% 50.42%

ICICI Prudential Multi-Asset Fund – Direct Plan-Growth

This is a Multi-Asset allocation Mutual Fund that was rated 4-star by the CRISIL, it was launched on 31 October 2002 by the ICICI Prudential Mutual Fund. It has worth Rs 13314.97 crore of Assets Under Management (AUM). As of 13th May 2022, it has a Net Asset Value of Rs 450.3633. The fund has an expense ratio of 1.18%, which is higher than its category average expense ratio. Currently, the fund has a 67% allocation to equity and 11.19% to Debt.

To start investment in this fund, the minimum amount required is Rs 5,000 and to start SIP, the minimum amount required is Rs 100. It charges 1% on redemption within 365 days on units more than 30% of the investment. Since its launch, it has delivered 15.43% average annual returns.

SIP Returns – Absolute

1 Year 2 Year 3 Year 5 Year
4.70% 27.62% 39.52% 52.14%

Kotak Equity Hybrid – Direct Plan-Growth

This is a 4-star rated Aggressive Hybrid Fund launched on 25 November 1999 by the Kotak Mutual Fund. The fund has worth Rs 2554.09 Crore of Asset Under Management (AUM). The declared Net Asset Value (NAV) of the fund as of 13th May 2022 is Rs 41.93. Its expense ratio is 0.67%, which is less than its category average expense ratio. The fund has 75.08% investment in equities and 14.54% investment in Debt. 

The minimum investment amount required for lump-sum payment is Rs 5,000 and Rs 1,000 to start SIP. The fund charges 1% exit load for the redemption of more than 8% of the investment within 365 days. Since its launch, it has delivered 13.00% average annual returns. 

SIP Returns – Absolute

On 1-Year SSIP, this fund has given negative returns.

1 Year 2 Year 3 Year 5 Year
-2.47% 17.66% 30.28% 44.35%

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn’t guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.

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