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Aggressive Hybrid Fund

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Aggressive Hybrid Fund

Aggressive Hybrid Funds invest primarily in equities with a portion in debt instruments, offering a balanced approach to wealth creation by combining growth potential and moderate risk management.


About Equity Savings Mutual Funds

Equity Savings Mutual Funds are a type of hybrid mutual fund that strategically combines investments in equities, arbitrage opportunities, and fixed-income instruments to deliver steady returns with relatively low volatility. These funds are designed for conservative investors who seek a balanced approach, offering the growth potential of equities with the stability of debt investments.

As per SEBI guidelines, equity savings funds must invest at least 65% of their total assets in equity and equity-related instruments (including arbitrage positions), and at least 10% in debt instruments. This allocation allows the fund to qualify for equity taxation while maintaining a conservative risk profile.

How Equity Savings Mutual Funds Work

Equity savings funds use a combination of three components to manage risk and return:

Features of Equity Savings Mutual Funds

Who Should Invest?

Equity Savings Mutual Funds are suitable for conservative to moderate investors who want exposure to the equity markets but with lower risk than pure equity mutual funds. These funds are also a good choice for those seeking tax-efficient investments with the potential for stable returns.

Overall, these funds offer an ideal blend of safety, growth, and tax benefits, making them a balanced investment option in a diversified portfolio.