Best mutual funds: At the time of investing in a mutual fund scheme, it is vital to first monitor the returns delivered by that scheme and compare the same with other schemes in the same category. This gives an indication of how the scheme could perform in future.
It is noteworthy that there are other factors which play a role in assessing the worth of a mutual fund. These include past performance of fund manager (in case of active funds), reputation of fund house and the category of scheme.
Here, we list out the past three year returns of aggressive hybrid mutual funds. Those who are not aware of aggressive hybrid funds refer to the schemes which invest anywhere between 65 to 80 percent of their assets in equity and equity-related instruments. The remaining 20 to 35 percent of assets are invested in debt instruments
(Source: AMFI; Returns as on June 9, 2025)
As the table above shows, JM Aggressive Hybrid Fund delivered 23.94 percent return in the past three years, Bank of India mid and small cap equity and debt fund gave 23.22 percent return.
Other schemes which have delivered over 20 percent annualised return in the past three years are ICICI Prudential equity and debt fund and JM Aggressive Hybrid Fund.
Based on the size of the fund, the largest schemes are ICICI Prudential equity and debt fund (asset size of ₹43,797 crore) and DSP Aggressive Hybrid Fund (with asset size of ₹11,248 crore).
Notably, historical returns do not guarantee future returns. To put it simply—just because a scheme has delivered exceptional returns into the past, it does not mean it will continue to perform at the same pace in the future as well.
Therefore, investors are recommended to view a scheme holistically and judge various factors including the past returns.
Note: This story is for informational purposes only. Please speak to a SEBI-registered investment advisor before making any investment related decision.
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