INCOME TAX28 Sept 2026
7 aggressive hybrid funds delivered 12%+ 5-year SIP returns; Bank of India led with 16.5% | Mint
Seven aggressive hybrid funds gave five-year SIP (systematic investment plan) returns of 12% or more. Bank of India Aggressive Hybrid Fund topped at 16.50%. But size doesn't guarantee gains: HDFC Aggressive Hybrid Fund, the second largest, managed only 5.99%. Across 29 funds, returns ranged from 5.99% to 16.50%. So compare past returns and your risk comfort before investing.
Key Statutory Highlights
- Seven aggressive hybrid funds delivered 12% or more in five-year SIP returns, led by Bank of India Aggressive Hybrid Fund at 16.50%.
- HDFC Aggressive Hybrid Fund, the second-largest scheme with Rs 22,297 crore in assets, returned only 5.99% over the same five years.
- Among the seven largest schemes, only ICICI Prudential crossed the 12% mark, and the rest gave between 5.99% and 11.52%.
Actionable Advice for Taxpayers / Founders:Before picking an aggressive hybrid fund, look at its own long-term SIP record instead of assuming a large fund size means better returns, and check that the fund's risk level suits you. Since past returns may not repeat, consider speaking to a qualified advisor about your own goals.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
Share: