7 aggressive hybrid funds delivered 12%+ 5-year SIP returns; Bank of India led with 16.5%
AI Summary
The significant disparity in five-year SIP returns among aggressive hybrid funds highlights the importance of careful selection rather than relying solely on fund size or popularity. Retail investors should consider performance consistency and underlying asset management strategies when choosing funds, as larger AUM does not guarantee superior returns. This trend suggests that investors may benefit from diversifying their investments across smaller, high-performing funds rather than concentrating on the largest schemes, which may not deliver the expected returns.
Aggressive hybrid funds are often considered a middle ground for investors who want equity exposure but do not want to take the full risk of an equity-only fund. But the experience has been far from uniform across schemes. Over the past five years, SIP returns in the category have ranged from 5.99% to 16.50%, based on the data for 29 funds.
Only seven aggressive hybrid funds delivered 12% or more through SIPs over the five-year period. Bank of India Aggressive Hybrid Fund led the pack at 16.50%, while Bandhan, JM, Navi, HSBC, ICICI Prudential and Edelweiss also crossed the 12% mark.
Original Article
Published on Livemint
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This is a results news update from Livemint, published on 28 September 2026.
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