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Aggressive Hybrid Fund

Aggressive hybrid funds will invest around 65 to 85 percent of their total assets in equity-related instruments. They can also invest around 20 to 35 percent of their assets in debt instruments.

Suitability:

These Funds are best suited to investors who have a moderate risk appetite and medium-term investment horizon of at least 5 years.

Minimum Investment:

The minimum investment varies from scheme to scheme. It could range between Rs.100/ – to Rs.5,000/ -.

Taxability:

  • These funds receive the same tax Treatment as other equity assets.
  • Capital gain earned on the holding period of as long as one year are called short term capital gains (STCG). These attract 15% of tax.
  • On the other hand, long term capital gains (LTCG) have an investment period of over one year.
  • According to the prevailing tax rate , the LTCG that falls over 1 lakh is taxed at 10% without indexation advantage.
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