Aggressive hybrid mutual fund

Tue, 12 May 2026 00:00:00 +0000

An aggressive hybrid mutual fund in India is an open-ended hybrid scheme that must invest between 65% and 80% of its total assets in equity and equity-related instruments and between 20% and 35% in debt instruments, under SEBI ’s October 2017 scheme categorisation circular. This category corresponds to what was historically marketed as “balanced funds” in India before SEBI’s rationalisation. The equity allocation of 65% to 80% qualifies aggressive hybrid funds for equity-oriented taxation, making them more tax-efficient than purely debt-oriented or conservative hybrid funds. Each AMC may offer only one aggressive hybrid fund.

65-80% Equity on WebNotes

Aggressive hybrid mutual fund