CRISIL Rated These 3 Aggressive Hybrid Fund With More Than 20% Returns In 3Y

The market's volatility is causing concern among many investors. If you're debating whether or not to start investing in stocks this year, aggressive hybrid funds are a good option. Many mutual fund managers feel aggressive hybrid fund schemes are excellent for 'conservative' equities investors looking to build wealth and meet their long-term financial objectives. Everything you need to know about the fund is contained in its name. These 4 aggressive hybrid funds from a reputable AMC are ranked by CRISIL, and these funds delivered more than 20% returns in 3 years.

BOI AXA Mid And Small Cap Equity And Debt fund- Direct Plan-Growth

NAV	Fund Size	Expense Ratio
₹23.58	₹ 361.44 Cr	1.67%

NAV as on 18 February 2022

This is a small fund of its category, launched on 29 June 2016. BOI AXA Mid & Small Cap Equity & Debt Fund Direct-Growth has Rs 361 Crores worth of AUM as of 31 January 2022. The fund's expense ratio is higher than what most other Aggressive Hybrid funds charge.
BOI AXA Mid & Small Cap Equity & Debt Fund Direct-Growth program has returned 37.17% in the last year. In the last 3 years, the fund has delivered 96.83% and 132.80% absolute returns since the launch of the scheme. The minimum SIP amount to invest in this scheme is Rs 100. Fund's Direct-Growth scheme's ability to deliver returns consistently is higher than most funds of its category. It has a strong capacity to limit losses in a down market.
The fund has 74.26% investment in Indian stocks of which, 16.84% is in mid-cap stocks, 34.99% in small-cap stocks. The fund has 7.59% investment in Debt of which 1.49% is in Government securities, 6.1% in funds invested in very low-risk securities. The fund's debt part has a very low credit rating, meaning that the borrowers to whom it has borrowed money are of poor quality. The fund now has a 74.26% stock allocation and a 7.59% debt exposure. The fund is ranked 1 by CRISL with a 5-star rating.

Annualised Return

1-Year	2-Year	3-Year	5-Year	Since Inception
37.17%	32.26%	25.30%	16.71%	16.60%

Kotak Equity Hybrid Fund- Direct Plan-Growth

NAV	Fund Size	Expense Ratio
₹44.24	₹ 2370.81 Cr	0.70%

NAV as on 18 February 2022

This is a medium-sized fund of its category, launched on 01 November 2014. Kotak Equity Hybrid Fund Direct-Growth has Rs 2,371 Crores worth of AUM as of 31 January 2021. The fund's expense ratio is lower than the expense ratios charged by most other Aggressive Hybrid funds.
In the previous year, the Kotak Equity Hybrid Fund Direct-Growth program has returned 18.29%. In the last 3 years, the fund has given 83.11 % and 146.69% absolute returns since the launch of the scheme. The minimum SIP amount to invest in this scheme is Rs 1000. Fund's Direct-Growth scheme's ability to deliver returns consistently is higher than most funds of its category. It has an above-average ability to manage losses in a declining market. The debt portion of the fund has a poor credit rating, indicating that the borrowers to whom it has provided money are not of good quality. The portfolio presently has a stock allocation of 78.3% and a debt exposure of 17.32%. The fund is ranked 2 with a 4-star rating by the CRISIL.

Annualised Return

1-Year	2-Year	3-Year	5-Year	Since Inception
18.28%	22.53%	22.32%	14.20%	13.17%

ICICI Prudential Equity and Debt Fund- Direct Plan-Growth

NAV	Fund Size	Expense Ratio
₹243.21	₹ 19112.39 Cr	1.21%

NAV as on 18 February 2022

This is a medium-sized fund of its category, launched on 01 January 2013. ICICI Prudential Equity & Debt Fund Direct-Growth has Rs 19,112 Crores worth of AUM as of 31 January 2022.
The return performance of the ICICI Prudential Equity & Debt Fund Direct-Growth program during the last year is 30.10%. In the last 3 years, the fund has given 86.54% absolute returns and 332.99% absolute returns since the launch of the scheme. The minimum SIP amount to invest in this scheme is Rs 500. Fund's Direct-Growth scheme's ability to deliver returns consistently is higher than most funds of its category. In a declining market, it has an above-average ability to manage losses. The debt held by the fund has a poor credit rating, indicating that the borrowers to whom it has provided funds are not of good quality. Currently, the fund has a 71.81% allocation to equity and 21.43% to Debt. It is ranked 3 by the rating agency CRISL. Also, given a 3-star rating.

Annualised Return

1-Year	2-Year	3-Year	5-Year
30.10%	28.25%	23.08%	15.88%

BNP Paribas Substantial Equity Hybrid Fund- Direct Plan-Growth

NAV	Fund Size	Expense Ratio
₹19.65	₹ 763.7 Cr	0.64%

NAV as on 18 February 2022

This scheme was launched on 07 April 2017. Direct - Growth scheme of the Fund has Rs 764 Cr worth of AUM as of 31 January 2022 and is a small fund of its category. The fund has an expense ratio of 0.64%, which is less than what most other Aggressive Hybrid funds charge.
BNP Paribas Substantial Equity Hybrid Fund Direct-Growth scheme return performance in the last 1 year is 13.53%. In the last 3 years fund has given 75.31% and 96.48% absolute returns since the launch of the scheme. This plan requires a minimum SIP investment of Rs 500. Fund's Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. It has a strong ability to limit losses in a declining market. The debt held by the fund has a poor credit rating, indicating that the borrowers to whom it has provided funds are not of good quality. Currently, the fund is allocated to equities at 74.96% and debt at 20.60%. Rating agency CRISIL has given the fund 3 stars and ranked 3.

Annualised Return

1-Year	2-Year	3-Year	Since Inception
13.53%	18.25%	20.56%	14.87%

Disclaimer

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