Best Mutual Funds: These aggressive hybrid schemes have yielded more than 20% annual yields over the past 5 years

Before investing in a mutual fund scheme, it is usually among investors to investigate the returns in the past. This gives an indication of how much upside the scheme has. A stock scheme that has delivered more than 20 percent over the past five years can now produce muted returns, especially after the bull run has ended. Similarly, when a scheme that has consistently underperformed while other schemes in the same category gave a good performance, it is not a good scheme to invest in. Here is a list of the top performance of aggressive hybrid schemes that have delivered good performance over the past five years. Those who are not aware, aggressive hybrid funds are those who invest 65 to 80 percent in equity and equity-related instruments; while the remaining 20 to 35 percent in debt instruments. There are a total of 31 schemes in the aggressive hybrid mutual fund category with total assets of £ 2.19 Lakh Crore, according to the AMFI’s data as at 31 March 2025. In addition, the markets have been quite volatile over the past six months, and the evaluation of the past year’s performance is not advisable. Instead, we share the returns delivered by these schemes over the past five years. Top that has aggressive hybrid funds performed in the past five years aggressive hybrid mutual fund 5-year returns (%) Bank of India Mid & Small Cap Equity & Debt Fund 24.71 Edelweiss Aggressive Hybrid Fund 20.87 icici Prudential Equity & Debity Fund 26.11 JM Aggressive Fund 26.24 Kotak Equity Hybrid 21.18 Mahindra ManureDrok happens Nippon Equity Hybrid Fund 20.65 Quant Absolute Fund 26.22 UTI Aggressive Hybrid Fund 22.27 (Source: Amfi; Regular Returns As at April 9, 2025) The above schemes have yielded more than 20 percent on the annual return. The top performing schemes are JM Aggressive Hybrid Fund (26.24%), ICICI Pru Equity & Debt Fund (26.11%) and Quant Absolute Fund (26.22%). Other schemes are Edelweiss Aggressive Hybrid Fund (20.87%) and UTI Aggressive Hybrid Fund (22.27%). Meanwhile, it is extremely important to note that the returns should be seen as an indication in the past and not as precedent for future performance. This means that just because these schemes have delivered good returns in the past does not mean that they will continue to produce similar returns in the future. Note: This story is for information purposes only. Please talk to a SEBI registered investment adviser before making any investment-related decision. First published: 14 Apr 2025, 03:13 PM IST