Conservative Hybrid Fund:

An open-ended hybrid scheme investing predominantly in debt instruments. Investment in debt instruments shall be between 75% an 90% of total assets while investment in equity and equity instruments shall be between 10% & 25% of total assets.

 

Balanced Hybrid Fund:

An open-ended balanced scheme investing in equity and debt instruments. The investment in equity and equity related instruments shall be between 40% and 60% of total assets while investment in debt instruments shall be between 40% and 60% no arbitrage is permitted in this scheme.

 

Aggressive Hybrid Fund:

An open-ended hybrid scheme investing predominantly in equity and equity related instruments. Investment in equity and equity related instruments shall be between 65% and 80% of total assets while investment in debt instruments shall be between 20% and 35% of total assets.

 

Dynamic Asset Allocation or Balanced Advantage:

It is an open-ended dynamic asset allocation fund with investment in equity/debt that is managed dynamically.

 

Multi Asset Allocation:

An open-ended scheme investing in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes. Foreign securities are not treated as a separate asset class in this kind of scheme. Elated

 

Arbitrage Fund:

An open-ended scheme investing in arbitrage opportunities. The Minimum investment in equity and equity related instruments shall be 65% of total assets.

 

Equity Savings:

An open-ended scheme investing in equity, arbitrage and debt. The minimum investment in equity and equity related instruments shall be 65% of total assets and minimum investment in debt shall be 10% of total assets. The minimum hedged & unhedged