Hybrid Fund Categories
Aggressive Hybrid Funds
65–80% equity with the rest in debt.
Updated 30 September 2026 · SEBI rules as of 2026
SEBI mandate
65–80% equity; 20–35% debt
Hybrid Fund CategoriesOverview
Aggressive hybrid funds keep 65–80% in equity and 20–35% in debt, and are taxed as equity funds.
| Particular | Details |
|---|---|
| SEBI mandate | 65–80% equity; 20–35% debt |
| Tax treatment | Equity taxation |
| Suited for | First-time equity investors; 5-year goals |
What to check
| Parameter | Why |
|---|---|
| Equity range | Actual equity exposure over time |
| Debt quality | Credit profile of debt portion |
| Drawdowns | Fall during market corrections |
| Expense ratio | Direct vs regular |
| Rebalancing | Automatic asset allocation benefit |
Plan your investment
Frequently asked questions
Are hybrid funds safer than equity funds?
Usually less volatile, but they still carry market risk in the equity portion.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Information is educational and may change with SEBI / tax rules — verify with the AMC, AMFI or SEBI. FinancePortal is not an investment adviser.