Over the past year, Indian equity markets have been volatile, ultimately delivering negligible returns. In contrast, other asset classes held up better. Debt provided stability, while gold, silver and parts of international markets outperformed. The lesson is clear: Relying solely on equities can derail portfolio growth and delay financial goals.

Hybrid mutual funds offer a practical solution by blending multiple asset classes to balance growth and stability. The Securities and Exchange Board of India (SEBI) has defined six sub-categories within this space. In this article, we examine each by covering their investment approach, portfolio mix, performance, tax treatment and suitability for different investors.

Aggressive Hybrid Funds

Aggressive Hybrid Funds (AHFs), earlier known as balan

See Full Page