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Overview
Aggressive Hybrid Funds combine a high allocation to equities with a smaller allocation to debt and other permitted instruments.
Under the standard category framework, these schemes generally maintain 65% to 80% of assets in equity and equity-related instruments and 20% to 35% in debt instruments.
Because equity remains the dominant asset class, Aggressive Hybrid Funds can experience substantial market volatility.
Explained
An Aggressive Hybrid Fund is an open-ended hybrid scheme that maintains a relatively high equity allocation while retaining a meaningful debt component.
A typical portfolio can include:
The equity portfolio provides long-term growth potential, while debt can contribute income and diversification.
The debt allocation does not guarantee protection during an equity-market decline.
Explained
The fund manager allocates most of the portfolio to equities while maintaining the required debt exposure.
Suppose a scheme has 75% equity and 25% debt.
If equity markets rise strongly, the equity portion is likely to drive most of the portfolio's return.
If equity markets decline, the debt allocation may reduce some of the overall volatility, depending on bond-market conditions.
The manager can rebalance between equity and debt while remaining within the permitted allocation ranges.
If equity appreciation pushes the allocation beyond the desired or permitted range, the fund may sell some equity and increase debt exposure.
The equity weight may decline, allowing the manager to rebalance by adding equity, subject to the fund's strategy and market conditions.
This creates a disciplined asset-allocation mechanism.
Suitability
Aggressive Hybrid Funds may suit investors who:
They may not suit investors looking primarily for capital stability or short-term cash management.
Advantages
The majority equity allocation provides meaningful participation in stock-market growth.
The debt portion can contribute interest income and may reduce some portfolio volatility.
The fund manager keeps asset allocation within the scheme's permitted framework.
Investors can obtain equity and debt exposure without maintaining two separate funds.
Where the scheme satisfies the applicable definition of an equity-oriented fund, equity-oriented capital-gains provisions can apply. Investors should confirm the actual scheme classification.
Before you invest
With substantial equity exposure, these funds can experience significant declines during bear markets.
The debt portfolio can also lose value because of rising interest rates, credit events, or liquidity conditions.
Review sector concentration, market-cap allocation, and major holdings.
Check:
Understand how actively the fund changes allocation within the permitted range.
Compare costs with similar Aggressive Hybrid Funds.
Taxation
Aggressive Hybrid Funds generally maintain substantial domestic equity exposure and may qualify as equity-oriented funds for tax purposes where the applicable conditions are satisfied.
For qualifying equity-oriented units held for more than 12 months, gains are generally treated as long-term capital gains. Section 112A applies to eligible gains above the prevailing annual exemption threshold at the applicable special rate.
For qualifying units held for 12 months or less, gains generally fall under the short-term equity provisions of Section 111A.
Tax law can change, and investors should verify the scheme's current tax classification and their own circumstances before redemption.
Step by step
Good to know
It is a Hybrid Mutual Fund that generally maintains 65% to 80% in equity and equity-related instruments and 20% to 35% in debt under the standard category framework.
They contain a debt allocation that can diversify the portfolio, but they still have substantial equity exposure and can experience significant losses.
They may suit long-term investors who want meaningful equity exposure together with some debt allocation, provided the risk profile fits their goals.
Yes. Equity declines and adverse debt-market movements can reduce NAV.
They can qualify for equity-oriented tax treatment when the applicable portfolio conditions are satisfied. Investors should verify the individual scheme.
The fund manager manages allocation within the scheme's permitted ranges, which can involve rebalancing between equity and debt.
Recap
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FUND
Bank of India Aggressive Hybrid Fund Direct GrowthHybrid Aggressive₹47.05
1.92%
13.02%
16.38%
14.14%
IDBI Hybrid Equity Fund Direct Plan GrowthHybrid Aggressive₹18.66
0.05%13%
15.39%
8.18%
Bandhan Aggressive Hybrid Fund Direct Plan GrowthHybrid Aggressive₹31.42
1.61%5.5%
13.35%
11.12%
I
ICICI Prudential Aggressive Hybrid Fund Direct Plan GrowthHybrid Aggressive₹441.31
1.13%0.96%
12.92%
15.05%
HSBC Aggressive Hybrid Fund Direct Plan Growth OptionHybrid Aggressive₹67.62
2.09%4.67%
12.61%
10.65%
JM Aggressive Hybrid Fund (Direct) - Growth OptionHybrid Aggressive₹137.52
1.81%0.59%
12.57%
13.31%
Kotak Aggressive Hybrid Direct GrowthHybrid Aggressive₹76.17
1.64%4.67%
12.53%
12.46%
Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl optHybrid Aggressive₹69.23
1.3%10.09%
12.37%
12.95%
Edelweiss Aggressive Hybrid Direct Plan Growth OptionHybrid Aggressive₹74.72
1.45%1.29%
12.32%
12.92%
SBI Aggressive Hybrid Fund Direct GrowthHybrid Aggressive₹342.01
1.99%5.07%
11.98%
10.14%
Bank of India Aggressive Hybrid Fund Direct Reinvestment of IncomeDistcumCapWdrlHybrid Aggressive₹36.16
1.93%12.95%
16.33%
14.09%
IDBI Hybrid Equity Fund Direct Plan Income AnnuallyHybrid Aggressive₹17.11
0.05%13%
15.36%
8.16%
Bandhan Aggressive Hybrid Fund Direct Plan Payout of Income Distribution cum cptl Wdrl optHybrid Aggressive₹21.46
1.6%5.43%
13.23%
11.03%
Motilal Oswal Equity Hybrid Fund Direct Plan GrowthHybrid Aggressive₹19.65
0.03%18.37%
11.88%
14.55%
HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap WrdlHybrid Aggressive₹33.3
2.09%4.61%
12.54%
10.59%
JM Aggressive Hybrid Fund (Direct) Payout of Income Distribution cum capital W/DHybrid Aggressive₹75.82
1.81%
-1.4%
12.19%
12.66%
Kotak Aggressive Hybrid Direct Reinvestment of Income Distribution cum Cap WdrlHybrid Aggressive₹46.69
1.63%2.52%
12.03%
11.9%
Quant Aggressive Hybrid Fund Growth Option Direct PlanHybrid Aggressive₹499.85
1.3%8.05%
12.13%
12.54%
Edelweiss Aggressive Hybrid Direct Plan Reinvestment of Income Distribution cum capital Wdrl OptHybrid Aggressive₹32
1.45%1.23%
12.28%
12.89%
Navi Aggressive Hybrid Fund Direct GrowthHybrid Aggressive₹25.43
1.49%7.88%
11.26%
10.98%
Showing 1–20 of 92
