Hybrid Fund Categories
Multi Asset Allocation Funds
At least 10% each in three or more asset classes.
Updated 30 September 2026 · SEBI rules as of 2026
SEBI mandate
≥ 10% each in ≥ 3 asset classes
Hybrid Fund CategoriesOverview
Multi asset funds invest at least 10% each in three asset classes — typically equity, debt and gold/silver — for diversification in a single fund.
| Particular | Details |
|---|---|
| SEBI mandate | ≥ 10% each in ≥ 3 asset classes |
| Tax treatment | Depends on equity share |
| Suited for | Investors wanting built-in diversification |
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.