Hybrid fund categories
Conservative Hybrid holds 75 to 90 per cent debt and 10 to 25 per cent equity; Balanced Hybrid 40 to 60 per cent each with no arbitrage permitted; Aggressive Hybrid 65 to 80 per cent equity and 20 to 35 per cent debt…
This one is not written up yet
The definition above is the short version. A full explanation — how it works, a worked example and the exam traps — is still being written. In the meantime the chapter below covers it in context.
Written up from the same chapter
- Key Information MemorandumThe short summary of the SID and SAI that SEBI requires to accompany every mutual fund application form — the one scheme document an investor is guaranteed to be handed.
- Specialized Investment FundA mutual fund product line introduced by SEBI in 2024 for sophisticated strategies, with a minimum investment of Rs 10 lakh across all of an AMC's strategies — sitting between mutual funds and PMS.
Where this is taught
Free preparation for NISM Series II-B← All terms