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Home » Our Products » Mutual Funds » Hybrid » Balanced Hybrid Fund

Balanced Hybrid Fund

An open ended balanced scheme investing in Equity & Equity related instruments between 40% and 60% of total assets; and debt instruments between 40% and 60% of total assets. No Arbitrage would be permitted in this scheme.

Suitability:

These Funds are best suited to investors who have a moderate risk appetite and medium-term investment horizon of at least 3- 5 years.

Minimum Investment:

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

Taxability:

  • • If an investor has made an investment in a debt mutual fund and withdraws the amount before 3 years of investment, Short Term Capital Gains Tax would be levied, as per the income tax slab of the investor.
  • • If an investor withdraws the investment including capital gains post 3 years of investment, 20% Long Term Capital Gains Tax of 20% is levied, with the benefit of indexation.

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