INCOME TAX19 Oct 2026
Two of 29 aggressive hybrid funds beat 8% over one year
Of 29 aggressive hybrid funds with reported one-year returns, only two crossed 8%. Twenty-two ended in losses, and those funds held about ₹2.33 lakh crore, or 91% of the category's reported assets. Large schemes were not spared: SBI's fund returned -0.18% and ICICI Prudential's -2.83%. A single year's number should not decide an exit or a switch, the report says.
Key Statutory Highlights
- Bank of India Aggressive Hybrid Fund topped the list at 12.1%, with Navi Aggressive Hybrid Fund second at 8.42%. The other five positive funds returned between 0.05% and 3.83%.
- HDFC Aggressive Hybrid Fund had the deepest loss at 6.87%, ahead of Invesco India at 6.59%. The gap between the best and worst fund was nearly 19 percentage points.
- SBI Aggressive Hybrid Fund, the largest at ₹86,163 crore in net assets, returned -0.18%. ICICI Prudential Aggressive Hybrid Fund, at ₹50,706 crore, lost 2.83%.
Actionable Advice for Taxpayers / Founders:Check your fund's three- and five-year record against its benchmark and category peers, and look at its portfolio holdings, rather than acting on this one-year figure alone.
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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