Hybrid Fund Categories

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Here’s a list of the seven new hybrid MF categories.

Hybrid MF Schemes

Category Scheme Characteristics
Conservative Hybrid Fund Investment in equity & equity related instruments- between 10% and 25% of total assets; Investment in Debt instruments- between 75% and 90% of total assets
Balanced Hybrid Fund* Equity & Equity related instruments- between 40% and 60% of total assets; Debt instruments- between 40% and 60% of total assets. No Arbitrage would be permitted in this scheme
Aggressive Hybrid Fund* Equity & Equity related instruments- between 65% and 80% of total assets; Debt instruments- between 20% 35% of total assets
Dynamic Asset Allocation or Balanced Advantage Investment in equity/ debt that is managed dynamically
Multi Asset Allocation# Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes
Arbitrage Fund Scheme following arbitrage strategy. Minimum investment in equity & equity related instruments- 65% of total assets
Equity Savings Minimum investment in equity & equity related instruments- 65% of total assets and minimum investment in debt- 10% of total assets. Minimum hedged & unhedged to be stated in the SID.
*Mutual Funds will be permitted to offer either an Aggressive Hybrid fund or Balanced fund.
#Foreign securities will not be treated as a separate asset class

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