Conservative hybrid mutual fund

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

A conservative hybrid mutual fund in India is an open-ended hybrid scheme that must invest between 75% and 90% of its total assets in debt instruments and between 10% and 25% in equity and equity-related instruments, under SEBI ’s October 2017 scheme categorisation circular. The category is designed for investors who primarily seek income and capital preservation with a modest equity participation for inflation-beating returns. Because equity constitutes less than 65% of the portfolio, conservative hybrid funds are classified as debt-oriented funds for tax purposes.

Conservative Hybrid Fund on WebNotes

Conservative hybrid mutual fund