Portfolio Alerts Watch List Cart

Equity Hybrid

Product Compare (0)
C
Canara Rob Equity Hybrid Fund(M-IDCW)
Score 68/100• Decent
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
#1
View details ➜
S
SBI Equity Hybrid Fund(IDCW-Payout)
Score 68/100• Decent
The fund shows potential for moderate growth, but investors should be cautious of market volatility and execution risks.
#2
View details ➜
A
Aditya Birla SL Equity Hybrid '95 Fund(IDCW-Reinv)
Score 68/100• Decent
The fund shows a decent performance with good growth potential, but some risks need to be monitored.
#3
View details ➜
Showing 1 to 3 of 3 (1 Pages)

Discover the Benefits of Equity Hybrid

Equity Hybrid funds are an excellent investment option for Indian shoppers looking to balance risk and return. Combining equity and debt instruments, these funds offer the potential for capital appreciation while providing a cushion against market volatility.

Key Highlights

  • Balanced Approach: Equity Hybrid funds invest in both stocks and bonds, providing a diversified portfolio.
  • Risk Mitigation: The inclusion of debt securities helps reduce overall risk compared to pure equity funds.
  • Potential for Growth: With a portion of the investment in equities, these funds can deliver attractive long-term returns.
  • Suitable for Various Goals: Ideal for investors seeking wealth creation, regular income, or a mix of both.
  • Tax Efficiency: Long-term capital gains from Equity Hybrid funds are taxed at a lower rate, making them tax-efficient investments.
  • Flexibility: Investors can choose from various fund options based on their risk appetite and financial goals.
  • Professional Management: Managed by experienced fund managers who make informed investment decisions on behalf of investors.

Buying Tips

  • Assess Your Risk Profile: Understand your risk tolerance before investing in Equity Hybrid funds.
  • Check Fund Performance: Review the historical performance of the fund to gauge its consistency and reliability.
  • Diversify Your Portfolio: Consider including multiple funds to spread risk across different sectors and asset classes.
  • Understand Fees: Be aware of the expense ratios and any exit loads associated with the funds.
  • Review Regularly: Keep track of your investments and adjust your portfolio as per changing market conditions.

FAQs

Question: What is the minimum investment required for Equity Hybrid funds?
Answer: Most Equity Hybrid funds in India have a minimum investment requirement ranging from ₹500 to ₹5,000.

Question: How are returns from Equity Hybrid funds taxed?
Answer: Long-term capital gains (above ₹1 lakh) are taxed at 10%, while short-term gains are taxed at 15%.

Question: Can I redeem my investment anytime?
Answer: Yes, you can redeem your units at any time, but be mindful of any exit loads that may apply.

Ready to explore the world of Equity Hybrid funds? Start your investment journey today and enjoy a balanced approach to wealth creation!