Aggressive Hybrid

About

An Aggressive Hybrid Mutual Fund is a type of hybrid (mixed) mutual fund that invests predominantly in equities (stocks) for growth while keeping a portion in debt instruments for stability. These funds are designed for investors who want higher returns than typical debt or balanced funds but with some downside cushion compared to pure equity schemes.

Fund Type

Hybrid

Key Features

Equity-oriented with Downside Cushion: Majority equity for growth, plus debt helps mitigate short-term volatility.

Automatic Rebalancing: Fund managers keep the portfolio aligned with target asset allocation.

Flexible Investment Options: Can be bought via lump sum, SIP (Systematic Investment Plan), STP (Systematic Transfer Plan), etc

Taxation

STCG

Holding Period ≤ 12 months, 20% Tax on Gain

LTCG

Holding Period > 12 months, 12.5% Tax on Gain

Dividends Tax

As Per Income tax slab rates, TDS of 10% may be deducted by the fund house if dividend income exceeds ₹5,000 in a financial year.

Exemption Limit

1.25 Lakh on LTCG in financial year

Indexation

No Indexation

Allocation

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Equity and Equity Instruments

65% – 80%

Debt Instruments

20% – 35%

Locked in Period

Nill

Exit Load

Some schemes might charge an exit load of 0 – 1% if units are redeemed within 1 year. However, the exact structure may vary based on the specific scheme.

Risk Associated

Find the funds

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully before investing. Past performance is not indicative of future performance.