How-to medium term goal hybrid fund

How to plan mutual funds for a medium-term goal (3-7 years)

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Medium-term goals balance growth and stability. Hybrid funds + corporate bond debt is the canonical fit. Glide path 18-24 months before need is mandatory.

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Market-risk disclaimer. Mutual fund investments are subject to market risks. Past performance is not indicative of future returns. 4-5 year equity returns are non-linear; review assumptions annually.

Step-by-step procedure

See the procedure infobox above for the seven steps.

See also

External references

References

  1. SEBI (Mutual Funds) Regulations, 1996.
  2. Income Tax Act, 1961, Sections 50AA, 112A.
  3. Finance Act, 2024.
  4. SEBI Categorisation Circular, October 2017.
  5. AMFI Best Practice Guidelines.

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