Aggressive Hybrid Funds are designed for investors seeking higher growth potential while managing risk. These funds invest a majority in equities (65–80%) for capital appreciation and the rest in debt (20–35%) to provide stability and steady income. This mix offers a balanced approach to wealth creation, combining market growth with some downside protection.

1. Equity-Focused Allocation: Captures growth potential from stocks.
2. Debt Component: Provides income and cushions market volatility.
3. Professional Management: Fund managers actively rebalance holdings.
4. Diversification: Combines multiple asset classes in a single investment.
5. SIP & Liquidity Options: Flexible investments with easy access to funds.

Perfect for investors aiming for long-term growth with moderate risk.

Combines equity and debt in one managed fund, eliminating the need to handle multiple assets.

Offers equity-oriented tax advantages in India due to high stock allocation.

• Potential for Higher Returns: Equity exposure boosts long-term gains.
• Diversification Simplified: Reduces risk compared to pure equity investing.
• Tax Efficiency: Qualifies for favorable equity-oriented capital gains taxation.
• Managed Risk: Debt portion moderates market fluctuations.

1. Market Sensitivity: Equity-heavy portfolio can be volatile in downturns.
2. Moderate Protection: Debt cushions losses but does not eliminate risk.
3. Expense Ratios: Active management fees can reduce net returns.

STCG (<12 months): Taxed at 15% plus cess.

LTCG (>12 months): Taxed at 10% above ₹1 lakh per year.

Dividend Tax: Added to income and taxed according to slab rate.