Aggressive Hybrid Mutual Funds

Aggressive Hybrid funds are just another moniker for Equity Oriented Hybrid Funds. By concept and method, Hybrid funds are called so because they invest money in different types of asset classes, like equity and debt assets. The allocation of funds to equity-based securities is higher than other securities. View More

The SEBI mandates require that Aggressive Hybrid Funds must invest between 65% and 80% of the funds in equity or related market securities. The debt component in these funds is typically kept low, between 20% and 35%. This is because all securities have their unique risk profiles.

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Aggressive Hybrid Mutual Funds List

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Who Should Invest in Aggressive Hybrid Mutual Funds?

Features of Aggressive Hybrid Mutual Funds

Factors to consider while investing in Aggressive Hybrid Funds

Taxability of Aggressive Hybrid Mutual Funds

Risks Involved in Aggressive Hybrid Funds

Advantages of Aggressive Hybrid Mutual Funds

Popular Aggressive Hybrid Mutual Funds - Best Aggressive Hybrid Funds to Invest in 2024

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 720
  • 3Y Return
  • 24.72%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 40,089
  • 3Y Return
  • 20.34%

  • Min SIP Investment Amt
  • ₹ ₹ 1000
  • AUM (Cr.)
  • ₹ 1,054
  • 3Y Return
  • 19.76%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 2,267
  • 3Y Return
  • 19.51%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 1,503
  • 3Y Return
  • 18.37%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 574
  • 3Y Return
  • 18.33%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 6,107
  • 3Y Return
  • 18.01%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 6,815
  • 3Y Return
  • 17.70%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 1,180
  • 3Y Return
  • 17.21%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 3,850
  • 3Y Return
  • 16.87%

FAQs

No, there is no lock-in period for aggressive hybrid mutual funds. Investors can redeem their funds at any time. However, if the funds are redeemed within one year of investing, there is a charge on the exit load that depends on the fund house.

An aggressive hybrid mutual fund is an excellent investment option for those with a long-term investment tenure. It is also essential to know that these funds do not promise any minimum return guarantee. So the ideal duration of investing in aggressive hybrid funds is at least 5 – 7 years.

As per SEBI mandates, an aggressive hybrid mutual fund is an open-ended mutual fund that invests in equity and debt instruments. The fund has to allocate 65% – 80% in equity or equity-linked instruments and 20% – 35% for debt.

Due to the high exposure to equity-linked instruments, the risk rating for an aggressive hybrid fund is on the higher side. These funds carry a high to medium risk, depending on the fund manager’s allocation. These funds have high volatility during unfavourable market conditions.

Since aggressive hybrid funds invest 65%-80% in equities, these funds are taxable under the Income Tax Act 1961 and are taxed at the time of redemption on the profits gained. The gains are classified under Short Term Capital Gains (STCG), which are applicable for a holding period of less than 12 months and taxed at 15%, while the gains on a holding period above 12 months or more are taxed at 10% under LTCG (Long Term Capital Gains).

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