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Aggressive hybrid funds show wide five-year SIP return gap
Aggressive hybrid funds invest in both shares and other assets.
They are meant for people who want some stock-market growth with less risk than an equity-only fund.
The results were very different across 29 funds over five years.
Bank of India’s fund had the highest SIP return at 16.50%.
HDFC’s fund had the lowest reported return at 5.99%.
Only seven funds earned at least 12%.
Being a large fund did not automatically mean earning the highest return.
SIP returns depend partly on when each regular investment was made, and past returns do not guarantee future results.
Seven of 29 aggressive hybrid funds delivered five-year SIP returns of at least 12%.
Bank of India Aggressive Hybrid Fund led with a 16.50% return.
Bandhan, JM, Navi, HSBC, ICICI Prudential and Edelweiss also exceeded 12%.
Returns across all 29 funds ranged from 5.99% to 16.50%.
ICICI Prudential was the largest fund by assets, while HDFC had a 5.99% return despite being the second-largest.
- Who
- Investors in aggressive hybrid mutual funds and the 29 funds assessed by Value Research.
- What
- A comparison of five-year SIP returns among aggressive hybrid funds.
- Where
- The comparison concerns funds in the Indian mutual fund market.
- When
- Data was reported as of 27 September 2026, covering the previous five years.
- Why
- To show how widely historical SIP performance varied and whether fund size corresponded with returns.
Key facts
- Funds assessed
- 29 aggressive hybrid funds
- Return range
- 5.99% to 16.50% over five years through SIPs
- Top performer
- Bank of India Aggressive Hybrid Fund at 16.50%
- Funds above 12%
- Seven funds
- Largest fund
- ICICI Prudential Aggressive Hybrid Fund, with ₹52,454 crore in assets
- Largest-fund return
- ICICI Prudential Aggressive Hybrid Fund returned 12.26%
- Data source and date
- Value Research; data as of 27 September 2026
Sources
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