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Hybrid: Aggressive Hybrid

by Shubham Satyarth Feb 07, 2025

What is it?


Aggressive Hybrid mutual funds invest in both equity and debt assets. These funds invest majorly in equities (that is why they are called aggressive). According to the SEBI guidelines, they must invest 65% to 80% in equity instruments and remaining in the debt instruments.


Objective


The objective of the aggressive hybrid fund is to generate maximum returns by creating an equity-heavy diversified portfolio. These funds aim to reduce risk by diversifying some portion of the portfolio in debt instruments.


Suitability and opinion


These funds are suitable for conservative equity investors and first-time equity investors as these funds have lower volatility compared to pure equity funds and higher returns compared to pure debt funds. These funds can be a good option for investors aiming to create wealth by investing majorly in equity instruments. We believe that conservative equity investors can consider this category with an ideal time horizon of 5 to 7 years. But don't forget that as at least 65% of the fund assets are invested in equity, they carry higher risks compared to debt funds.

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