INCOME TAX29 Sept 2026
Top 5 hybrid mutual funds: Quant Multi Asset tops the 10-year return chart at 18%; check which schemes lagged | Mint
Fresh 10-year return data shows hybrid mutual funds behaving very differently. Quant Multi Asset Allocation Fund topped the list with 18.39% over 10 years, while Nippon India Equity Savings Fund sat at the bottom with 5%. This matters if you hold these funds, because equity savings and arbitrage schemes earn far less than aggressive hybrids. Check your own holdings and speak to a SEBI-registered advisor before switching.
Key Statutory Highlights
- Quant Multi Asset Allocation Fund topped the 10-year return chart at 18.39%, followed by Bank of India Aggressive Hybrid Fund at 16.03%.
- Nippon India Equity Savings Fund delivered the lowest returns at 5% over 10 years, followed by Sundaram Arbitrage Fund at 5.10%.
- Under the SEBI framework, hybrid mutual funds are divided into seven categories based on how they mix equity, debt and other assets.
Actionable Advice for Taxpayers / Founders:Compare your hybrid fund holdings and their category against your own goals and comfort with volatility, and talk to a SEBI-registered advisor before making any change.
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
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