Rolling Returns Calculator

Aggressive Hybrid fund rolling returns

Every Aggressive Hybrid fund on the site, with what each would have returned from every possible start date rather than from one convenient one. Open any fund for the full calculator, the Direct and Regular comparison, and the distribution of its results.

29 funds · NAV data as of

The Aggressive Hybrid category average

An equal-weight index of every live Regular-plan fund AMFI files under this category, so it includes funds that are not listed below.

Holding periodAverageMedianWorstBestWindows
1 year13.07%9.43%-47.22%80.24%4,813
3 year12.01%12.03%-4.31%25.56%4,322
5 year11.83%12.27%0.04%22.93%3,829
7 year11.77%11.93%6.62%19.35%3,333
10 year11.82%11.91%6.58%16.16%2,595

Aggressive Hybrid category average is a chain-linked equal-weight index of 30 funds, based at 100 in 2006 and moving each day by the average return of the funds trading that day. Aggressive Hybrid funds hold 65-80% equity and the rest in debt, so these returns are damped in both directions against a pure equity category - lower in a rally, shallower in a fall. It is built from Regular-plan NAVs, so a Direct-plan fund is being measured against peers that still pay a distributor commission and will tend to look better by roughly that margin. Funds that closed or merged away are not included, so the average reflects those that survived and is biased upward.

Aggressive Hybrid funds hold 65-80% equity and the rest in debt, so these returns are damped in both directions against a pure equity category - lower in a rally, shallower in a fall.

All 29 Aggressive Hybrid funds

The figure beside each is its 5-year rolling average on the Direct plan. Funds are listed alphabetically, not ranked — they started at different times and so cover different market conditions.

5-year rolling return (Direct)

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