Aggressive Hybrid Fund
Fund Type
Open Ended
Investment Plan
Dividend Payout
Expense Ratio
2%
Asset Size
8402.55 Cr.
(As of 15 Jan, 2023)
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
To seek to generate long term capital appreciation and/or income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities). However, there can be no assurance that the investment objective of the scheme will be realized.
Fund manager
Avnish Jain
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹1000
Minimum investment
₹5000
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
ICICI Bank Ltd
6.22%
HDFC Bank Ltd
6.05%
Infosys Ltd
5.20%
State Bank of India
3.87%
Aggressive Hybrid Funds are open ended schemes which invest a large portion of their assets – 65 to 80%, in equity and equity related instruments. The remaining, at least 20%, needs to be invested in debt instruments. Because of the debt component as well, they’re less risky as compared to pure play equity mutual funds but their returns are also less, for the same reason. These funds allow the fund manager to take advantage of arbitrage opportunities, meaning the fund manager can buy securities at a low price in one stock exchange and sell them ata higher price in the other.
This fund is rated 4 stars by Morning Star Ratings.