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TOP LUMPSUM HYBRID FUNDS

Aggresive Funds
Arbitrage Funds
Conservative Funds
Dynamic Asset Allocation
Equity Saving
Multi Asset Allocation
Aggresive Funds
Scheme
Name
Launch Date AUM (Crore) Expense Ratio (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 25,616.79 1.73 8.24 10.22 11.13 14.55 14.03
Tata Hybrid Equity Fund Regular Plan - Growth 08-10-1995 4,570.52 1.93 3.9 6.04 9.44 13.46 14.0
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 2,315.82 2.09 5.07 10.14 10.86 13.44 11.76
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 31-12-1995 29,831.59 1.64 8.61 10.25 11.66 12.85 14.08
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth 10-02-1995 12,662.89 1.82 0.66 6.55 9.43 12.59 19.24
Reliance Equity Hybrid Fund - Growth Plan 08-06-2005 10,832.9 1.77 -1.21 7.31 9.09 12.52 12.53
DSP Equity & Bond Fund- Regular Plan - Growth 27-05-1999 6,230.08 1.88 3.82 8.6 11.05 12.03 14.36
Franklin India Equity Hybrid Fund - Growth Plan 10-12-1999 1,931.83 2.13 4.27 6.63 10.57 11.63 13.46
Principal Hybrid Equity Fund-Growth 14-01-2000 1,687.75 1.99 0.54 11.16 10.51 11.61 10.85
HDFC Hybrid Equity Fund-Growth 07-04-2005 22,221.2 1.77 6.4 7.22 6.41 10.96 15.6
Category Average - - - 1.67 7.57 8.58 10.99 9.17
Arbitrage Funds
Scheme
Name
Launch Date AUM (Crore) Expense Ratio (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Equity Arbitrage Fund - Growth 29-09-2005 13,769.08 0.97 6.59 6.32 6.71 7.34 7.45
ICICI Prudential Equity Arbitrage Fund - Growth 30-12-2006 10,337.83 0.95 6.52 6.2 6.61 7.32 7.55
SBI Arbitrage Opportunities Fund - Regular Plan - Gr 03-11-2006 2,873.56 0.88 6.27 6.11 6.52 7.15 7.32
IDFC Arbitrage Fund-Regular Plan- Growth 21-12-2006 5,497.63 1.04 6.74 6.22 6.55 7.13 7.14
HDFC Arbitrage Fund Wholesale Plan Growth Option 23-10-2007 3,688.53 0.75 6.15 5.92 6.39 7.04 7.11
JM ARBITRAGE FUND-Growth 18-07-2006 73.42 0.79 5.89 5.79 6.25 7.0 7.23
Invesco India Arbitrage Fund - Growth Option 30-04-2007 233.01 1.0 6.02 6.0 6.49 6.9 7.05
UTI Arbitrage Fund - Regular Plan - Growth Option 22-06-2006 1,876.07 0.83 6.66 6.24 6.6 6.9 7.39
HDFC Arbitrage Fund Retail Plan Growth Option 05-10-2007 3,688.53 0.75 6.04 5.78 6.24 6.85 6.92
Aditya BIRLA SUN LIFE ARBITRAGE FUND - REGULAR PLAN - GROWTH 24-07-2009 3,919.01 0.83 6.45 6.14 6.52 - 6.83
Category Average - - - 5.95 5.94 6.55 7.1 6.27
Conservative Funds
Scheme
Name
Launch Date AUM (Crore) Expense Ratio (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
ICICI Prudential Regular Savings Fund - Plan - Growth 30-03-2004 1,640.31 1.96 7.89 8.87 9.96 9.76 10.05
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 2,150.69 1.8 2.52 6.61 9.41 9.66 9.47
HDFC Hybrid Debt Fund - Growth Plan 26-12-2003 3,060.58 1.8 9.2 6.88 8.03 9.33 10.37
Reliance Hybrid Bond Fund-Growth Plan 29-12-2003 1,782.8 1.87 4.22 6.22 7.94 9.07 9.85
UTI - Regular Savings Fund - Regular Plan - Growth Option 16-12-2003 2,465.63 1.78 1.34 6.2 8.1 8.69 9.41
Kotak Debt Hybrid - Growth 02-12-2003 255.8 2.22 7.55 6.84 8.59 8.67 7.64
Franklin India Debt Hybrid Fund - Growth 28-09-2000 317.33 2.33 6.5 5.78 8.23 8.47 9.64
HSBC Regular Savings Fund - Growth 24-02-2004 112.04 2.2 8.47 6.26 7.36 8.46 8.97
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth 24-04-1988 198.3 1.93 8.24 6.77 7.33 8.43 10.4
SBI DEBT HYBRID FUND - REGULAR PLAN - GROWTH 24-03-2001 1,170.88 1.72 5.29 5.67 8.38 8.2 7.81
Category Average - - - 4.21 5.95 7.48 7.95 7.97
Dynamic Asset Allocation
Scheme
Name
Launch Date AUM (Crore) Expense Ratio (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Balanced Advantage Fund - Growth Option 05-09-2000 43,168.36 1.59 12.08 11.93 10.48 12.9 12.35
ICICI Prudential Balanced Advantage Fund - Growth 30-12-2006 28,708.52 1.71 6.62 8.38 9.54 12.74 10.64
Reliance Balanced Advantage Fund-Growth Plan-Growth Option 15-11-2004 2,040.11 2.14 6.71 9.94 9.36 12.54 16.22
Invesco India Dynamic Equity Fund - Growth 04-10-2007 966.06 2.33 0.73 8.99 9.44 12.28 9.45
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 25-04-2000 2,765.65 2.12 5.89 8.06 8.95 9.95 9.04
UTI - Unit Linked Insurance Plan 01-10-1971 4,161.72 2.08 -5.39 4.76 6.95 8.9 9.73
Axis Dynamic Equity Fund - Regular Plan - Growth 01-08-2017 2,287.95 2.28 0.74 - - - 4.25
Baroda Dynamic Equity Fund-Regular Plan -Growth Option 05-11-2018 399.75 2.44 - - - - 5.09
BNP Paribas Dynamic Equity Fund - Regular Plan-Growth 28-02-2019 79.23 2.41 - - - - 3.57
BOI AXA Equity Debt Rebalancer Fund Regular Plan Growth 14-03-2014 156.83 2.36 -8.92 1.4 4.37 - 5.95
Category Average - - - 2.57 7.15 8.03 11.55 7.81
Equity Saving
Scheme
Name
Launch Date AUM (Crore) Expense Ratio (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Equity Savings Fund -Growth 17-09-2004 5,422.35 1.96 5.97 8.43 8.09 9.48 9.18
DHFL Pramerica Equity Savings Fund - Growth Option 29-01-2004 20.92 1.24 4.75 6.59 9.13 7.84 7.83
Tata Equity Savings Fund -Regular Plan-Growth 26-04-1997 142.43 2.29 5.56 5.45 6.34 6.47 5.52
IDFC Equity Savings Fund-Regular Plan-Growth 09-06-2008 75.71 2.18 4.14 4.8 5.61 6.39 6.5
Principal Equity Savings Fund - Growth Option 23-05-2002 55.42 2.09 3.65 6.73 6.82 6.35 7.76
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth 28-11-2014 940.63 2.34 1.68 5.97 - - 6.42
Axis Equity Saver Fund - Regular Plan - Growth 14-08-2015 765.58 2.53 3.54 7.36 - - 6.6
DSP Equity Savings Fund - Regular Plan - Growth 28-03-2016 1,223.37 2.13 2.09 5.91 - - 6.85
Edelweiss Equity Savings Fund - Regular Plan - Growth Option 13-10-2014 124.01 1.74 3.75 7.21 - - 7.19
Franklin India Equity Savings Fund- Growth 17-08-2018 297.97 2.11 - - - - 2.23
Category Average - - - 3.68 6.18 6.8 7.31 5.83
Multi Asset Allocation
Scheme
Name
Launch Date AUM (Crore) Expense Ratio (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
ICICI Prudential Multi-Asset Fund - Growth 31-10-2002 11,444.15 1.92 8.9 10.73 9.46 14.13 21.7
Edelweiss Multi-Asset Allocation Fund- Plan B-Growth Option 16-06-2009 6.6 2.24 2.89 7.87 8.74 9.87 9.47
HDFC Multi-Asset Fund -Growth Option 17-08-2005 160.96 2.83 3.3 5.87 6.66 9.18 8.7
SBI MULTI ASSET ALLOCATION FUND - REGULAR PLAN - GROWTH 21-12-2005 264.39 1.81 6.83 6.44 8.49 8.87 7.71
UTI - Multi Asset Fund - Regular Plan - Growth Option 19-11-2008 779.35 2.41 1.48 4.58 4.46 8.41 11.98
Axis Triple Advantage Fund - Growth Option 23-08-2010 274.62 2.4 3.91 6.16 7.09 - 7.86
Edelweiss Multi-Asset Allocation Fund - Regular Plan - Growth Option 12-08-2009 6.6 2.24 2.89 7.88 8.71 - 9.79
Essel 3 in 1 Fund-Growth 05-04-2011 20.59 2.5 4.34 4.52 6.15 - 7.22
Franklin India Multi - Asset Solution Fund - Growth Plan 28-11-2014 29.88 1.37 5.46 4.65 - - 5.2
Category Average - - - 4.99 7.05 7.8 10.09 10.23

DisclaimerMutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates.