Asset class · Sept 2026

Hybrid

Every hybrid scheme, largest first.

Schemes: 188
Fund houses: 46
AUMDown by 2.4% on the month before: ₹12.37 lakh Cr
In stocks: 67.9%
New this month: 3
Largest: HDFC Balanced Advantage Fund
Lead managers: 83
Median TER: 1.05%
Median 1y return: +2.3%
Beat benchmark (3y): 75.0%

HDFC Balanced Advantage Fund9.1%
SBI Aggressive Hybrid Fund7.7%
ICICI Prudential Multi Asset Allocation Fund7.5%
Kotak Arbitrage Fund6.8%
ICICI Prudential Balanced Advantage Fund6.4%
Other62.5%

Fig. 1.AUM by scheme, Sept 2026.

Every scheme with its figures in Sept 2026. Click a column's header to sort by it.

HDFC Balanced Advantage Fund	HDFC	Balanced Advantage	Gopal Agrawal	173	1,02,534	0.78%	75.1%	−3.5%	+10.3%	+12.9%	Sep '12	Sep '26
SBI Aggressive Hybrid Fund	SBI	Aggressive Hybrid	R Srinivasan	43	86,163	0.55%	73.3%	−0.2%	+11.3%	+8.7%	Jul '18	Sep '26
ICICI Prudential Multi Asset Allocation Fund	ICICI	Multi Asset Allocation	Akhil Kakkar	130	84,108	0.83%	68.6%	−0.5%	+13.6%	+14.3%	Jan '13	Sep '26
Kotak Arbitrage Fund	Kotak	Arbitrage	Hiten Shah	195	75,842	2.32%	71.1%	+6.7%	+7.4%	+7.0%	Sep '12	Sep '26
ICICI Prudential Balanced Advantage Fund	ICICI	Balanced Advantage	Sri Sharma	109	71,913	1.04%	75.0%	+0.8%	+10.2%	+9.8%	Jan '13	Sep '26
ICICI Prudential Aggressive Hybrid Fund	ICICI	Aggressive Hybrid	Manish Banthia	121	50,706	1.05%	73.6%	−2.8%	+12.3%	+13.0%	Jan '13	Sep '26
SBI Arbitrage Fund	SBI	Arbitrage	Neeraj Kumar	188	46,309	0.43%	77.2%	+6.5%	+7.2%	+6.8%	Jul '18	Sep '26
SBI Balanced Advantage Fund	SBI	Balanced Advantage	Dinesh Balachandran	84	40,545	0.62%	70.6%	−0.7%	+9.2%	+9.4%	Aug '21	Sep '26
ICICI Prudential Arbitrage Fund	ICICI	Arbitrage	Nikhil Kabra	182	35,576	0.34%	71.1%	+6.6%	+7.3%	+6.8%	Jan '13	Sep '26
Invesco India Arbitrage Fund	INVESCO	Arbitrage	Deepak Gupta	193	30,282	0.37%	79.6%	+6.9%	+7.4%	+7.1%	Sep '12	Sep '26
Aditya Birla Sun Life Arbitrage Fund	Aditya Birla	Arbitrage	Lovelish Solanki	182	26,933	0.27%	69.3%	+6.8%	+7.4%	+6.8%	Apr '13	Sep '26
HDFC Arbitrage Fund	HDFC	Arbitrage	Nandita Menezes	162	25,407	1.50%	67.8%	+6.6%	+7.3%	+6.7%	Sep '12	Sep '26
Tata Arbitrage Fund	Tata	Arbitrage	Sailesh Jain	153	24,539	1.61%	64.8%	+6.8%	+7.4%	+6.9%	Dec '18	Sep '26
HDFC Aggressive Hybrid Fund	HDFC	Aggressive Hybrid	Anupam Joshi	60	21,158	1.11%	0.00%	−7.1%	+5.6%	+7.3%	Sep '12	Sep '26
SBI Multi Asset Allocation Fund	SBI	Multi Asset Allocation	Mansi Sajeja	77	21,044	0.50%	50.3%	+5.2%	+14.3%	+12.6%	Jul '18	Sep '26
Nippon India Multi Asset Allocation Fund	Nippon	Multi Asset Allocation	Vikram Dhawan	95	18,044	0.47%	60.5%	+6.3%	+18.6%	+14.6%	Aug '20	Sep '26
Nippon India Arbitrage Fund	Nippon	Arbitrage	Rohit Hashmukh Shah	162	17,216	1.34%	68.0%	+6.7%	+7.3%	+6.8%	Oct '12	Sep '26
Kotak Balanced Advantage Fund	Kotak	Balanced Advantage	Abhishek Bisen	149	17,061	0.82%	72.7%	−0.5%	+8.9%	+8.3%	Aug '18	Sep '26
Kotak Multi Asset Allocation Fund	Kotak	Multi Asset Allocation	Devender Singhal	70	15,591	0.63%	71.0%	+7.5%	+17.2%	–	Sep '23	Sep '26
ICICI Prudential Equity Savings Fund	ICICI	Equity Savings	Sri Sharma	87	14,905	1.12%	73.8%	+1.9%	+6.7%	+7.2%	Dec '14	Sep '26
DSP Aggressive Hybrid Fund	DSP	Aggressive Hybrid	Abhishek Singh	46	11,312	0.78%	73.3%	−5.3%	+9.3%	+8.0%	Jan '13	Sep '26
Canara Robeco Aggressive Hybrid Fund	Canara Robeco	Aggressive Hybrid	Avnish Jain	74	10,831	0.69%	78.7%	−1.6%	+10.2%	+8.5%	Feb '13	Sep '26
DSP Multi Asset Allocation Fund	DSP	Multi Asset Allocation	Aparna Karnik	75	10,820	0.62%	52.5%	+6.8%	+17.5%	–	Sep '23	Sep '26
Kotak Equity Savings Fund	Kotak	Equity Savings	Abhishek Bisen	100	10,566	1.09%	69.6%	+2.3%	+9.7%	+9.6%	Oct '14	Sep '26
Axis Arbitrage Fund	Axis	Arbitrage	Devang Shah	150	10,143	1.40%	69.7%	+6.7%	+7.3%	+6.8%	Aug '14	Sep '26
SBI Conservative Hybrid Fund	SBI	Conservative Hybrid	Mansi Sajeja	41	10,107	0.80%	23.2%	+4.0%	+8.3%	+8.2%	Jul '18	Sep '26
Aditya Birla Sun Life Balanced Advantage Fund	Aditya Birla	Balanced Advantage	Mohit Sharma	115	9,836	0.61%	81.8%	+3.8%	+11.2%	+9.6%	Oct '14	Sep '26
Nippon India Balanced Advantage Fund	Nippon	Balanced Advantage	Sushil Budhia	84	9,532	0.89%	77.0%	+0.2%	+9.9%	+9.0%	Oct '12	Sep '26
Kotak Aggressive Hybrid Fund	Kotak	Aggressive Hybrid	Abhishek Bisen	59	9,291	0.64%	74.4%	−0.2%	+12.3%	+11.1%	Sep '12	Sep '26
Mirae Asset Aggressive Hybrid Fund	Mirae	Aggressive Hybrid	Harshad Borawake	83	9,239	0.63%	76.1%	+0.4%	+10.6%	+9.0%	Jul '15	Sep '26
WhiteOak Capital Multi Asset Allocation Fund	WhiteOak	Multi Asset Allocation	Ramesh Mantri	140	9,111	0.65%	48.4%	+8.4%	+16.7%	–	May '23	Sep '26
Sundaram Aggressive Hybrid Fund	Sundaram	Aggressive Hybrid	Bharath S	58	8,793	1.14%	74.3%	−5.1%	+8.3%	+7.3%	Jan '19	Sep '26
Tata Balanced Advantage Fund	Tata	Balanced Advantage	Rahul Singh	61	8,005	0.70%	69.8%	−1.7%	+7.3%	+8.0%	Jan '19	Sep '26
Aditya Birla Sun Life Multi Asset Allocation Fund	Aditya Birla	Multi Asset Allocation	Bhupesh Bameta	82	7,478	0.51%	71.6%	+5.8%	+15.4%	–	Jan '23	Sep '26
Aditya Birla Sun Life Aggressive Hybrid Fund	Aditya Birla	Aggressive Hybrid	Harshil Suvarnkar	85	6,831	1.16%	78.7%	−2.8%	+9.1%	+7.0%	Apr '13	Sep '26
DSP Arbitrage Fund	DSP	Arbitrage	Karan Mundhra	161	6,720	1.16%	67.4%	+6.5%	+7.2%	+6.7%	Jan '18	Sep '26
quant Multi Asset Allocation Fund	QUANT	Multi Asset Allocation	Sandeep Tandon	26	6,621	1.18%	67.5%	+11.2%	+22.2%	+18.5%	Jun '20	Sep '26