(As of 31 Mar, 2021)
CRISIL Hybrid 35+65 - Agg TR INR
Investors understand that their principal will be at High Risk.
To generate capital appreciation and current income, through a mix of investments in equities and fixed income securities.
1 %(If redeemed within 360 days)
HDFC Bank Ltd
ICICI Bank Ltd
Bharti Airtel Ltd
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.