Aggressive Hybrid Funds: equity with a cushion

Aggressive hybrid funds hold 65–80% equity and the rest in debt. The debt slice cushions falls, making them less volatile than pure equity.

• Risk: lower than pure equity, higher than balanced advantage.
• Bonus: the manager rebalances between equity and debt for you.
• Tax: treated as equity (65%+ equity), so equity LTCG rules apply — a tax edge over plain debt.

A great first equity step or a one-fund solution for conservative investors.

→ See aggressive hybrid funds.