CRISIL Rated These 3 Aggressive Hybrid Fund With More Than 20% Returns In 3Y

BOI AXA Mid And Small Cap Fairness And Debt fund- Direct Plan-Progress

NAV as on 18 February 2022

This can be a small fund of its class, launched on 29 June 2016. BOI AXA Mid & Small Cap Fairness & Debt Fund Direct-Progress has Rs 361 Crores value of AUM as of 31 January 2022. The fund’s expense ratio is larger than what most different Aggressive Hybrid funds cost.

BOI AXA Mid & Small Cap Fairness & Debt Fund Direct-Progress program has returned 37.17% within the final 12 months. Within the final 3 years, the fund has delivered 96.83% and 132.80% absolute returns for the reason that launch of the scheme. The minimal SIP quantity to take a position on this scheme is Rs 100. Fund’s Direct-Progress scheme’s skill to ship returns constantly is larger than most funds of its class. It has a powerful capability to restrict losses in a down market.

The fund has 74.26% funding in Indian shares of which, 16.84% is in mid-cap shares, 34.99% in small-cap shares. The fund has 7.59% funding in Debt of which 1.49% is in Authorities securities, 6.1% in funds invested in very low-risk securities. The fund’s debt half has a really low credit standing, that means that the debtors to whom it has borrowed cash are of poor high quality. The fund now has a 74.26% inventory allocation and a 7.59% debt publicity. The fund is ranked 1 by CRISL with a 5-star score.

Annualised Return

Kotak Fairness Hybrid Fund- Direct Plan-Progress

NAV as on 18 February 2022

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This can be a medium-sized fund of its class, launched on 01 November 2014. Kotak Fairness Hybrid Fund Direct-Progress has Rs 2,371 Crores value of AUM as of 31 January 2021. The fund’s expense ratio is decrease than the expense ratios charged by most different Aggressive Hybrid funds.

Within the earlier 12 months, the Kotak Fairness Hybrid Fund Direct-Progress program has returned 18.29%. Within the final 3 years, the fund has given 83.11 % and 146.69% absolute returns for the reason that launch of the scheme. The minimal SIP quantity to take a position on this scheme is Rs 1000. Fund’s Direct-Progress scheme’s skill to ship returns constantly is larger than most funds of its class. It has an above-average skill to handle losses in a declining market. The debt portion of the fund has a poor credit standing, indicating that the debtors to whom it has offered cash should not of excellent high quality. The portfolio presently has a inventory allocation of 78.3% and a debt publicity of 17.32%. The fund is ranked 2 with a 4-star score by the CRISIL.

Annualised Return

ICICI Prudential Fairness and Debt Fund- Direct Plan-Progress

NAV as on 18 February 2022

This can be a medium-sized fund of its class, launched on 01 January 2013. ICICI Prudential Fairness & Debt Fund Direct-Progress has Rs 19,112 Crores value of AUM as of 31 January 2022.

The return efficiency of the ICICI Prudential Fairness & Debt Fund Direct-Progress program over the last 12 months is 30.10%. Within the final 3 years, the fund has given 86.54% absolute returns and 332.99% absolute returns for the reason that launch of the scheme. The minimal SIP quantity to take a position on this scheme is Rs 500. Fund’s Direct-Progress scheme’s skill to ship returns constantly is larger than most funds of its class. In a declining market, it has an above-average skill to handle losses. The debt held by the fund has a poor credit standing, indicating that the debtors to whom it has offered funds should not of excellent high quality. At present, the fund has a 71.81% allocation to fairness and 21.43% to Debt. It’s ranked 3 by the score company CRISL. Additionally, given a 3-star score.

Annualised Return

BNP Paribas Substantial Fairness Hybrid Fund- Direct Plan-Progress

NAV as on 18 February 2022

This scheme was launched on 07 April 2017. Direct – Progress scheme of the Fund has Rs 764 Cr value of AUM as of 31 January 2022 and is a small fund of its class. The fund has an expense ratio of 0.64%, which is lower than what most different Aggressive Hybrid funds cost.

BNP Paribas Substantial Fairness Hybrid Fund Direct-Progress scheme return efficiency within the final 1 12 months is 13.53%. Within the final 3 years fund has given 75.31% and 96.48% absolute returns for the reason that launch of the scheme. This plan requires a minimal SIP funding of Rs 500. Fund’s Direct-Progress scheme’s skill to ship returns constantly is in-line with most funds of its class. It has a powerful skill to restrict losses in a declining market. The debt held by the fund has a poor credit standing, indicating that the debtors to whom it has offered funds should not of excellent high quality. At present, the fund is allotted to equities at 74.96% and debt at 20.60%. Ranking company CRISIL has given the fund 3 stars and ranked 3.

Annualised Return