Hybrid / Balanced Funds | IDFC FIRST Bank

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Hybrid funds invest in both debt instruments and equities to achieve maximum diversification. They are ideal for medium- to long-term investors willing to take moderate risks.

Sub Category	Characteristics
Conservative Hybrid Fund	Investment in equity- between 10% and 25%; Investment in Debt instruments- between 75% and 90%
Balanced Hybrid Fund	Equity - between 40% and 60% ; Debt- between 40% and 60% . No Arbitrage permitted.
Aggressive Hybrid Fund	Equity- between 65% and 80% ; Debt - between 20% 35%
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 with minimum 65% in equity
Equity Savings	Minimum equity- 65% of total assets and minimum debt- 10%