Sept. 30, 2023

Top Performing Hybrid Funds



Top Performing Aggressive Hybrid Funds

Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Edelweiss Aggressive Hybrid Fund

1 The Edelweiss Aggressive Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<sup>th</sup> funds. The fund has 22<sup>nd</sup> KPIs that are in top quartile. The fund has 96% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 19.40% 19.30% -6.93% -9.48% 1.36 0.88 0.42

Hdfc Hybrid Equity Fund

5 The Hdfc Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. 12.94% 17.77% -6.71% -9.92% 1.24 0.81 0.40

Icici Prudential Equity & Debt Fund

4 The Icici Prudential Equity & Debt Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<sup>th</sup> funds. The fund has 20<sup>th</sup> KPIs that are in top quartile. The fund has 87% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 21.64% 26.75% -5.01% -7.12% 1.74 1.43 0.40

Nippon India Equity Hybrid Fund

3 The Nippon India Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<sup>th</sup> funds. The fund has 14<sup>th</sup> KPIs that are in top quartile. The fund has 61% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 17.39% 19.14% -6.97% -10.21% 1.33 0.83 0.40

Uti Hybrid Equity Fund

2 The Uti Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<sup>th</sup> funds. The fund has 14<sup>th</sup> KPIs that are in top quartile. The fund has 61% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has first performance parameter that is in bottom quartile. 18.68% 20.02% -7.25% -9.59% 1.39 0.85 0.42

Top Performing Conservative Hybrid Funds

Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Hdfc Hybrid Debt Fund

4 The Hdfc Hybrid Debt Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 19<sup>th</sup> funds. The fund has 14<sup>th</sup> KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has second KPIs that are in bottom quartile. The fund has 11% of the KPIs that are in bottom quartile. 11.43% 11.12% -2.16% -3.18% 1.23 0.70 0.39

Icici Prudential Regular Savings Fund

3 The Icici Prudential Regular Savings Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 19<sup>th</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 47% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. 9.56% 8.72% -1.47% -2.02% 0.67 0.34 0.38

Nippon India Hybrid Bond Fund

1 The Nippon India Hybrid Bond Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 19<sup>th</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 8.95% 8.34% -1.02% -0.69% 0.86 0.46 0.41

Sbi Conservative Hybrid Fund

2 The Sbi Conservative Hybrid Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 19<sup>th</sup> funds. The fund has 11<sup>th</sup> KPIs that are in top quartile. The fund has 58% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has third KPIs that are in bottom quartile. The fund has 16% of the KPIs that are in bottom quartile. 9.91% 10.17% -1.83% -2.57% 1.37 0.82 0.43

Top Performing Balanced Advantage Funds

Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Aditya Birla Sun Life Balanced Advantage Fund

3 The Aditya Birla Sun Life Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. 11.69% 11.21% -5.57% -6.23% 0.85 0.56 0.46

Icici Prudential Balanced Advantage Fund

2 The Icici Prudential Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24<sup>th</sup> funds. The fund has 16<sup>th</sup> KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has first performance parameter that is in bottom quartile. 13.53% 13.12% -1.47% -3.49% 1.25 0.93 0.43

Nippon India Balanced Advantage Fund

4 The Nippon India Balanced Advantage Fund is a Balanced Hybrid Fund. In the Balanced Hybrid Fund category there are 24<sup>th</sup> funds. The fund has tenth KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. 12.21% 12.76% -3.85% -5.53% 0.95 0.57 0.41

Tata Balanced Advantage Fund

1 The Tata Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24<sup>th</sup> funds. The fund has 12<sup>th</sup> KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 12.59% 12.91% -3.89% -4.86% 1.04 0.60 0.39

Top Performing Arbitrage Funds

Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Aditya Birla Sun Life Arbitrage Fund

1 The Aditya Birla Sun Life Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 23<sup>rd</sup> funds. The fund does not have any KPI that are top quartile. The fund has first performance parameter that is in bottom quartile. 7.36% 4.99% -0.03% 0.00% -3.40 -0.72 0.41

Edelweiss Arbitrage Fund

5 The Edelweiss Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 23<sup>rd</sup> funds. The fund has 12<sup>th</sup> KPIs that are in top quartile. The fund has 63% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has first performance parameter that is in bottom quartile. 7.43% 5.09% -0.05% 0.00% -3.20 -0.70 0.42

Icici Prudential Equity - Arbitrage Fund

3 The Icici Prudential Equity - Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 23<sup>rd</sup> funds. The fund has seventh KPIs that are in top quartile. The fund has 37% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. 7.36% 5.03% -0.02% 0.00% -3.25 -0.70 0.40

Idfc Arbitrage Fund

2 The Idfc Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 23<sup>rd</sup> funds. The fund has third KPIs that are in top quartile. The fund has 16% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 11% of the KPIs that are in bottom quartile. 7.36% 4.89% -0.03% 0.00% -3.49 -0.73 0.39

Tata Arbitrage Fund

4 The Tata Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 23<sup>rd</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 24% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. 7.33% 4.92% 0.00% 0.00% -3.46 -0.72 0.39

Top Performing Equity Savings Funds

Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Edelweiss Equity Savings Fund

3 The Edelweiss Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund does not have any KPI that are bottom quartile. 10.41% 9.60% -2.94% -4.00% 0.66 0.35 0.37

Kotak Equity Savings Fund

1 The Kotak Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has 17<sup>th</sup> KPIs that are in top quartile. The fund has 89% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 13.25% 11.10% -1.66% -2.52% 1.06 0.60 0.40

Nippon India Equity Savings Fund

4 The Nippon India Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has sixth KPIs that are in bottom quartile. The fund has 32% of the KPIs that are in bottom quartile. 10.51% 9.19% -2.67% -3.97% 0.69 0.39 0.40

Uti Equity Savings Fund

2 The Uti Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has 19<sup>th</sup> KPIs that are in top quartile. The fund has 83% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 12.58% 11.89% -2.43% -3.80% 1.13 0.69 0.41



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