Value Research

Generate on: 12-Jul-2021 21:03

All Hybrid Funds

Fund Name Rating Analysts' View Category

Aditya Birla Sun Life Arb 4 Unlock HY-AR
Aditya Birla Sun Life As -- Unlock HY-MAA
Aditya Birla Sun Life Ba 4 Unlock HY-DAA
Aditya Birla Sun Life Equ 2 Unlock HY-AH
Aditya Birla Sun Life Equ 3 Unlock HY-EQ S
Aditya Birla Sun Life Fin 4 Unlock HY-MAA
Aditya Birla Sun Life Fin 3 Unlock HY-MAA
Aditya Birla Sun Life Fin 3 Unlock HY-MAA
Aditya Birla Sun Life Reg 3 Unlock HY-CH
Aditya Birla Sun Life Ret -- Unlock HY-AH
Aditya Birla Sun Life Ret -- Unlock HY-CH
Axis Arbitrage Fund - Re 3 Unlock HY-AR
Axis Children's Gift - Reg 3 Unlock HY-AH
Axis Dynamic Equity Fund 3 Unlock HY-DAA
Axis Equity Hybrid Fund -- Unlock HY-AH
Axis Equity Saver Fund - 3 Unlock HY-EQ S
Axis Regular Saver Fund 2 Unlock HY-CH
Axis Retirement Savings -- Unlock HY-AH
Axis Retirement Savings -- Unlock HY-CH
Axis Retirement Savings -- Unlock HY-DAA
Axis Triple Advantage F 5 Unlock HY-MAA
Baroda Conservative Hyb 4 Unlock HY-CH
Baroda Dynamic Equity F-- Unlock HY-DAA
Baroda Equity Savings Fu-- Unlock HY-EQ S
Baroda Hybrid Equity Fu 2 Unlock HY-AH
BNP Paribas Arbitrage Fu 5 Unlock HY-AR
BNP Paribas Conservativ 3 Unlock HY-CH
BNP Paribas Dynamic Equ-- Unlock HY-DAA
BNP Paribas Substantial 5 Unlock HY-AH
BOI AXA Arbitrage Fund - 2 Unlock HY-AR
BOI AXA Conservative Hy 1 Unlock HY-CH
BOI AXA Equity Debt Reb 1 Unlock HY-DAA
BOI AXA Mid & Small Cap 2 Unlock HY-AH
Canara Robeco Conservat 5 Unlock HY-CH
Canara Robeco Equity Hy 5 Unlock HY-AH
DSP Arbitrage Fund - Reg 3 Unlock HY-AR
DSP Dynamic Asset Alloca 4 Unlock HY-DAA
DSP Equity & Bond Fund 4 Unlock HY-AH
DSP Equity Savings Fund 2 Unlock HY-EQ S
DSP Regular Savings Fun 2 Unlock HY-CH
Edelweiss Aggressive Hyb-- Unlock HY-AH
Edelweiss Arbitrage Fund 5 Unlock HY-AR
Edelweiss Balanced Adva 5 Unlock HY-DAA
Edelweiss Equity Savings 5 Unlock HY-EQ S
Franklin India Debt Hybr 3 Unlock HY-CH
Franklin India Dynamic A 2 Unlock HY-DAA
Franklin India Equity Hy 3 Unlock HY-AH
Franklin India Equity Sav -- Unlock HY-EQ S
Franklin India Life Stage 2 Unlock HY-AH
Franklin India Life Stage -- Unlock HY-BH
Franklin India Life Stage 2 Unlock HY-CH
Franklin India Life Stage 1 Unlock HY-CH
Franklin India Life Stage 4 Unlock HY-CH
Franklin India Multi Asse 1 Unlock HY-MAA
Franklin India Pension F -- Unlock HY-BH
HDFC Arbitrage Fund - W 2 Unlock HY-AR
HDFC Asset Allocator FoF-- Unlock HY-MAA
HDFC Balanced Advanta 3 Unlock HY-DAA
HDFC Children's Gift Fun 4 Unlock HY-AH
HDFC Dynamic PE Ratio F 5 Unlock HY-MAA
HDFC Equity Savings Fun 4 Unlock HY-EQ S
HDFC Hybrid Debt Fund 4 Unlock HY-CH
HDFC Hybrid Equity Fun 3 Unlock HY-AH
HDFC Multi Asset Fund 3 Unlock HY-MAA
HDFC Retirement Savings 3 Unlock HY-CH
HDFC Retirement Savings 4 Unlock HY-AH
HSBC Equity Hybrid Fund-- Unlock HY-AH
HSBC Managed Solutions I 2 Unlock HY-CH
HSBC Managed Solutions 3 Unlock HY-AH
HSBC Managed Solutions 3 Unlock HY-MAA
HSBC Regular Savings Fu 3 Unlock HY-CH
ICICI Prudential Asset Al -- Unlock HY-BH
ICICI Prudential Balanc 4 Unlock HY-DAA
ICICI Prudential Child Ca 3 Unlock HY-AH
ICICI Prudential Equity A 3 Unlock HY-AR
ICICI Prudential Equity 4 Unlock HY-AH
ICICI Prudential Equity S 3 Unlock HY-EQ S
ICICI Prudential Income 4 Unlock HY-CH
ICICI Prudential Multi As 3 Unlock HY-MAA
ICICI Prudential Regular 5 Unlock HY-CH
ICICI Prudential Retirem -- Unlock HY-AH
ICICI Prudential Retirem -- Unlock HY-CH
ICICI Prudential Themat 5 Unlock HY-AH
IDBI Equity Savings Fund 2 Unlock HY-EQ S
IDBI Hybrid Equity Fund 1 Unlock HY-AH
IDFC Arbitrage Fund - Re 3 Unlock HY-AR
IDFC Asset Allocation Fun 1 Unlock HY-AH
IDFC Asset Allocation Fu 3 Unlock HY-CH
IDFC Asset Allocation Fu -- Unlock HY-BH
IDFC Balanced Advantage 3 Unlock HY-DAA
IDFC Equity Savings Fund 2 Unlock HY-EQ S
IDFC Hybrid Equity Fund 2 Unlock HY-AH
IDFC Regular Savings Fun 3 Unlock HY-CH
Indiabulls Arbitrage Fund 2 Unlock HY-AR
Indiabulls Equity Hybrid -- Unlock HY-AH
Indiabulls Savings Incom 3 Unlock HY-CH
Invesco India Arbitrage 3 Unlock HY-AR
Invesco India Dynamic E 3 Unlock HY-DAA
Invesco India Equity & B -- Unlock HY-AH
Invesco India Equity Sav -- Unlock HY-EQ S
ITI Arbitrage Fund - Regu-- Unlock HY-AR
ITI Balanced Advantage F-- Unlock HY-DAA
JM Arbitrage Fund 1 Unlock HY-AR
JM Equity Hybrid Fund 3 Unlock HY-AH
Kotak Asset Allocator Fu -- Unlock HY-BH
Kotak Balanced Advantag-- Unlock HY-DAA
Kotak Debt Hybrid Fund - 5 Unlock HY-CH
Kotak Equity Arbitrage F 5 Unlock HY-AR
Kotak Equity Hybrid Fund 4 Unlock HY-AH
Kotak Equity Savings Fun 4 Unlock HY-EQ S
LIC MF Arbitrage Fund - -- Unlock HY-AR
LIC MF Children's Gift F 3 Unlock HY-AH
LIC MF Debt Hybrid Fun 3 Unlock HY-CH
LIC MF Equity Hybrid Fu 2 Unlock HY-AH
LIC MF Unit Linked Insur 2 Unlock HY-AH
L&T Arbitrage Opportunit 4 Unlock HY-AR
L&T Balanced Advantage 3 Unlock HY-DAA
L&T Conservative Hybrid 3 Unlock HY-CH
L&T Equity Savings Fund 2 Unlock HY-EQ S
L&T Hybrid Equity Fund 3 Unlock HY-AH
Mahindra Manulife Arbit-- Unlock HY-AR
Mahindra Manulife Equit 4 Unlock HY-EQ S
Mahindra Manulife Hybri-- Unlock HY-AH
Mirae Asset Arbitrage Fu-- Unlock HY-AR
Mirae Asset Equity Savin-- Unlock HY-EQ S
Mirae Asset Hybrid Equit 4 Unlock HY-AH
Motilal Oswal Asset Alloc-- Unlock HY-MAA
Motilal Oswal Asset Alloc-- Unlock HY-MAA
Motilal Oswal Dynamic F 3 Unlock HY-DAA
Motilal Oswal Equity Hyb-- Unlock HY-AH
Motilal Oswal Multi Asse-- Unlock HY-MAA
Navi 3 in 1 Fund 2 Unlock HY-MAA
Navi Arbitrage Fund - Re -- Unlock HY-AR
Navi Equity Hybrid Fund 2 Unlock HY-AH
Navi Regular Savings Fu 2 Unlock HY-CH
Nippon India Arbitrage 3 Unlock HY-AR
Nippon India Asset Alloc -- Unlock HY-MAA
Nippon India Balanced 4 Unlock HY-DAA
Nippon India Equity Hyb 1 Unlock HY-AH
Nippon India Equity Sav 1 Unlock HY-EQ S
Nippon India Hybrid Bon 1 Unlock HY-CH
Nippon India Multi Asset-- Unlock HY-MAA
Nippon India Retiremen 3 Unlock HY-CH
Parag Parikh Conservativ-- Unlock HY-CH
PGIM India Arbitrage Fun 2 Unlock HY-AR
PGIM India Balanced Adv-- Unlock HY-DAA
PGIM India Equity Savin 2 Unlock HY-EQ S
PGIM India Hybrid Equit 3 Unlock HY-AH
Principal Arbitrage Fund 1 Unlock HY-AR
Principal Balanced Adva 2 Unlock HY-DAA
Principal Equity Savings 5 Unlock HY-EQ S
Principal Hybrid Equity 3 Unlock HY-AH
Quant Absolute Fund 5 Unlock HY-AH
Quant Multi Asset Fund -- Unlock HY-MAA
Quantum Multi Asset Fun 4 Unlock HY-MAA
SBI Arbitrage Opportunit 2 Unlock HY-AR
SBI Debt Hybrid Fund 4 Unlock HY-CH
SBI Equity Hybrid Fund 4 Unlock HY-AH
SBI Equity Savings Fund 3 Unlock HY-EQ S
SBI Magnum Children's Be -- Unlock HY-AH
SBI Magnum Children's Be 4 Unlock HY-CH
SBI Multi Asset Allocati 4 Unlock HY-MAA
SBI Retirement Benefit F -- Unlock HY-AH
SBI Retirement Benefit F -- Unlock HY-CH
SBI Retirement Benefit F -- Unlock HY-CH
Shriram Balanced Advant-- Unlock HY-DAA
Shriram Hybrid Equity F 3 Unlock HY-AH
Sundaram Arbitrage Fund-- Unlock HY-AR
Sundaram Balanced Adva-- Unlock HY-DAA
Sundaram Debt Oriented 2 Unlock HY-CH
Sundaram Equity Hybrid 4 Unlock HY-AH
Sundaram Equity Savings-- Unlock HY-EQ S
Tata Arbitrage Fund - Re -- Unlock HY-AR
Tata Balanced Advantage-- Unlock HY-DAA
Tata Equity Savings Fund 3 Unlock HY-EQ S
Tata Hybrid Equity Fund 1 Unlock HY-AH
Tata Multi Asset Opportu-- Unlock HY-MAA
Tata Retirement Savings 4 Unlock HY-CH
Tata Retirement Savings 3 Unlock HY-AH
Union Arbitrage Fund - R-- Unlock HY-AR
Union Balanced Advantag 5 Unlock HY-DAA
Union Equity Savings Fun-- Unlock HY-EQ S
Union Hybrid Equity Fund-- Unlock HY-AH
UTI Arbitrage Fund - Reg 4 Unlock HY-AR
UTI Children's Career Fu -- Unlock HY-BH
UTI Equity Savings Fund -- Unlock HY-EQ S
UTI Hybrid Equity Fund - 3 Unlock HY-AH
UTI Multi Asset Fund - R 2 Unlock HY-MAA
UTI Regular Savings Fund 2 Unlock HY-CH
UTI Retirement Benefit P-- Unlock HY-BH
UTI Unit Linked Insuranc 3 Unlock HY-DAA
Launch Expense Ratio (%) 1 Yr Ret (%) 1 Yr Rank
2009-07-24 0.97 3.85 7/26
2006-08-17 1.36 35.74 5/16
2000-04-25 2.03 29.44 7/24
1995-02-10 1.87 45.78 10/47
2014-11-28 2.44 23.00 8/23
2011-05-09 1.22 36.38 4/16
2011-05-09 1.12 17.75 15/16
2011-05-09 1.26 26.69 12/16
2004-05-22 2.00 22.43 4/34
2019-03-11 2.62 24.62 47/47
2019-03-11 2.00 1.90 34/34
2014-08-14 1.05 3.48 17/26
2015-12-08 2.46 34.91 36/47
2017-08-01 2.24 19.61 16/24
2018-08-09 2.17 35.27 33/47
2015-08-14 2.49 21.05 11/23
2010-07-16 2.24 14.62 12/34
2019-12-20 2.34 35.10 34/47
2019-12-20 2.09 16.83 10/34
2019-12-20 2.39 32.73 3/24
2010-08-23 2.31 35.52 6/16
2004-09-08 2.03 8.53 29/34
2018-11-14 2.16 30.31 5/24
2019-07-25 2.31 9.59 23/23
2003-09-12 2.44 42.70 17/47
2016-12-28 0.94 3.87 6/26
2004-09-23 2.12 10.33 27/34
2019-03-08 2.40 18.41 20/24
2017-04-07 2.36 39.16 23/47
2018-06-18 1.01 2.56 22/26
2009-03-18 2.32 14.28 14/34
2014-03-14 2.26 10.64 24/24
2016-07-20 2.68 77.47 2/47
2001-04-02 1.93 14.85 11/34
1993-02-01 1.97 37.71 27/47
2018-01-25 0.92 3.52 16/26
2014-02-06 2.05 18.56 19/24
1999-05-27 1.87 41.67 19/47
2016-03-28 2.45 23.47 7/23
2004-06-11 2.34 14.25 15/34
2009-08-12 2.32 41.02 20/47
2014-06-27 1.09 3.76 11/26
2009-08-20 1.92 31.72 4/24
2014-10-13 1.66 17.71 15/23
2000-09-28 2.30 13.14 18/34
2003-10-31 1.16 41.69 2/24
1999-12-10 2.20 45.26 12/47
2018-08-27 2.09 22.26 9/23
2003-12-01 1.41 51.63 4/47
2003-12-01 1.39 44.30 1/7
2003-12-01 1.41 34.12 1/34
2003-12-01 1.13 24.50 2/34
2004-07-09 0.79 13.27 16/34
2014-11-28 1.36 29.06 11/16
1997-03-31 2.26 16.43 7/7
2007-10-23 0.95 3.80 9/26
2021-05-05 1.46 -- --
1994-02-01 1.64 47.37 1/24
2001-03-02 1.94 45.76 11/47
2012-02-06 1.00 34.99 7/16
2004-09-17 2.16 26.97 1/23
2003-12-26 1.89 19.96 5/34
2000-09-11 1.79 44.90 13/47
2005-08-17 2.62 32.91 9/16
2016-02-26 2.42 14.39 13/34
2016-02-25 2.65 44.63 14/47
2018-10-22 2.46 35.42 32/47
2014-04-30 1.59 6.31 33/34
2014-04-30 1.79 43.45 16/47
2014-04-30 1.88 34.68 8/16
2004-02-24 2.27 11.51 23/34
2003-12-18 1.51 29.59 3/7
2006-12-30 1.68 27.08 8/24
2001-08-31 2.45 35.00 35/47
2006-12-30 0.94 3.81 8/26
1999-11-03 1.80 48.41 7/47
2014-12-05 1.07 15.83 18/23
2003-12-18 1.06 17.81 9/34
2002-10-31 1.79 41.03 2/16
2004-03-30 1.73 13.19 17/34
2019-02-27 2.68 36.98 30/47
2019-02-27 2.10 11.58 22/34
2003-12-18 1.20 69.36 3/47
2011-03-07 2.13 19.70 13/23
2016-10-24 2.53 30.41 43/47
2006-12-21 1.05 3.64 14/26
2010-02-11 1.32 34.15 37/47
2010-02-11 0.85 10.68 25/34
2010-02-11 0.96 21.30 6/7
2014-10-10 2.12 21.55 15/24
2008-06-09 2.34 14.87 20/23
2016-12-30 2.47 49.24 6/47
2010-02-25 2.15 9.89 28/34
2014-12-19 1.12 2.36 25/26
2018-12-13 2.36 34.09 39/47
2015-12-02 2.00 11.58 21/34
2007-04-30 0.99 3.60 15/26
2007-10-04 2.36 23.03 14/24
2018-06-30 2.45 33.67 40/47
2019-03-07 2.35 14.50 22/23
2019-09-09 1.00 2.74 21/26
2019-12-31 2.59 18.99 17/24
2006-07-18 1.04 2.55 23/26
1995-04-01 2.37 40.76 21/47
2004-08-09 1.13 37.97 2/7
2018-08-03 1.83 23.47 11/24
2003-12-02 2.11 18.33 7/34
2005-09-29 1.01 3.97 4/26
1999-11-25 2.24 49.96 5/47
2014-10-13 2.20 16.38 17/23
2019-01-25 0.98 3.12 20/26
2001-11-12 2.45 31.73 41/47
1998-06-01 2.27 8.27 30/34
1991-03-31 2.60 28.64 44/47
1989-06-19 2.37 40.66 22/47
2014-06-30 1.00 4.05 2/26
2011-02-07 2.11 16.13 21/24
2003-07-31 2.25 11.27 24/34
2011-10-18 1.55 26.89 2/23
2011-02-07 1.89 37.49 29/47
2020-08-24 1.16 -- --
2017-02-01 2.57 26.70 3/23
2019-07-19 2.62 45.82 9/47
2020-06-19 1.09 3.66 13/26
2018-12-18 1.44 26.54 4/23
2015-07-29 1.85 38.03 25/47
2021-03-12 0.59 -- --
2021-03-12 0.66 -- --
2016-09-27 2.22 14.03 23/24
2018-09-14 2.46 28.09 46/47
2020-08-04 1.92 -- --
2011-04-05 2.19 29.44 10/16
2018-08-28 1.82 0.23 26/26
2018-04-30 2.30 30.68 42/47
2010-07-29 2.10 8.13 31/34
2010-10-14 1.01 3.77 10/26
2021-02-05 1.18 -- --
2004-11-15 2.03 29.70 6/24
2005-06-08 1.97 44.53 15/47
2015-05-30 2.53 18.45 14/23
2003-12-29 1.87 11.63 20/34
2020-08-27 1.96 -- --
2015-02-11 2.12 6.36 32/34
2021-05-26 -- -- --
2014-08-27 0.98 3.74 12/26
2021-02-04 2.30 -- --
2004-01-29 2.36 19.98 12/23
2004-01-29 2.38 42.46 18/47
2016-04-21 0.86 2.40 24/26
2010-12-16 2.47 14.76 22/24
2002-05-23 2.39 24.91 5/23
2000-01-14 2.23 39.01 24/47
2001-03-21 2.25 83.10 1/47
2001-03-21 2.25 88.52 1/16
2017-04-01 0.47 14.62 16/16
2006-11-03 0.90 3.45 18/26
2001-03-24 1.18 19.01 6/34
1995-12-31 1.62 36.40 31/47
2015-05-27 1.74 23.81 6/23
2020-09-29 2.36 -- --
2002-02-21 1.23 22.78 3/34
2005-12-21 2.00 19.34 14/16
2021-02-10 2.45 -- --
2021-02-10 1.61 -- --
2021-02-10 1.36 -- --
2019-07-05 2.60 18.85 18/24
2013-11-29 2.35 28.57 45/47
2020-02-04 0.93 4.35 1/26
2020-03-06 2.32 25.71 10/24
2010-03-08 2.18 10.58 26/34
2000-06-23 2.14 37.95 26/47
2018-12-07 2.55 14.82 21/23
2018-12-18 1.11 4.02 3/26
2019-01-28 2.07 25.92 9/24
1997-04-26 2.34 17.08 16/23
1995-10-08 1.96 37.50 28/47
2020-03-04 2.47 37.11 3/16
2011-11-01 2.26 12.25 19/34
2011-11-01 2.15 34.11 38/47
2019-02-27 0.98 3.43 19/26
2017-12-29 2.32 23.41 13/24
2018-08-09 2.01 15.19 19/23
2020-12-18 2.55 -- --
2006-06-22 0.93 3.89 5/26
1993-07-12 1.76 23.40 5/7
2018-08-30 1.53 21.72 10/23
1995-03-20 2.02 46.17 8/47
2008-11-19 2.05 21.18 13/16
2003-12-16 1.79 17.97 8/34
1994-12-26 1.83 25.29 4/7
1971-10-01 1.79 23.44 12/24
Net Assets (Cr)
7,445
23.00
3,969
7,876
503.00
157.00
13.00
27.00
1,210
89.00
33.00
3,578
622.00
1,337
1,671
785.00
266.00
611.00
101.00
274.00
1,020
37.00
1,248
438.00
404.00
756.00
411.00
304.00
626.00
22.00
53.00
66.00
333.00
655.00
5,636
1,596
3,779
6,966
373.00
194.00
57.00
5,550
4,309
148.00
203.00
1,062
1,417
 121.00
14.00
6.00
20.00
16.00
21.00
50.00
457.00
7,186
1,436
41,796
4,836
21.00
2,372
2,525
18,220
905.00
123.00
650.00
521.00
48.00
42.00
72.00
84.00
11,979
32,942
789.00
12,398
17,130
2,073
355.00
11,677
3,287
112.00
65.00
49.00
11.00
202.00
7,161
15.00
8.00
18.00
2,108
59.00
545.00
178.00
15.00
34.00
11.00
770.00
665.00
378.00
140.00
 22.00
205.00
50.00
8.00
304.00
9,380
678.00
21,836
1,760
1,488
35.00
14.00
81.00
456.00
377.00
5,044
1,844
38.00
70.00
5,387
30.00
251.00
233.00
316.00
266.00
5,345
34.00
36.00
1,229
420.00
225.00
18.00
0.00
114.00
32.00
12,054
55.00
3,722
3,964
287.00
770.00
1,096
264.00
292.00
99.00
845.00
46.00
119.00
7.00
214.00
69.00
1,080
53.00
 74.00
38.00
3,808
1,845
40,924
1,496
186.00
79.00
393.00
483.00
160.00
137.00
47.00
60.00
74.00
1,005
32.00
1,791
103.00
8,261
2,873
107.00
3,333
793.00
173.00
1,462
93.00
1,039
178.00
460.00
4,919
4,065
256.00
4,046
711.00
1,637
3,427
5,087