A Balanced Hybrid Fund invests in equity and debt instruments. It maintains 40%–60% of its portfolio in equity and equity-related instruments and 40%–60% in debt instruments. Arbitrage strategies are not permitted in this category.
Equityis intended to offer long-term growth potential but can experience greater market fluctuations.
Debt are generally associated to provide income and relative stability, although it carries interest-rate, credit and liquidity risks.
By maintaining meaningful exposure to both, the fund aims to balance potential growth with relative stability. However, diversification cannot eliminate investment risk or guarantee returns.
It offers investors:
Before investing, review:
Balanced Hybrid Funds are market-linked investments. Their NAV may rise or fall due to changes in equity markets, interest rates, credit quality and liquidity.
Mirae Asset Mutual Fund: MF/055/07/03
An Investor Education and Awareness Initiative by Mirae Asset Mutual Fund. All Mutual Fund investors have to go through a one-time KYC (Know Your Customer) including the process for change in address, Phone number, bank details, etc. Investors should deal only with registered Mutual Funds details of which can be verified on SEBI website (https://www.sebi.gov.in) under ‘Intermediaries /Market Infrastructure Institutions’. For further information on KYC, RMFs and procedure to lodge a complaint in case of any grievance, you may refer the Knowledge Centre section available on the website of Mirae Asset Mutual Fund. Investors may lodge complaints on (https://www.scores.gov.in) against registered intermediaries if they are unsatisfied with the responses. SCORES facilitate you to lodge your complaint online with SEBI and subsequently view its status.
Please consult your financial advisor or mutual fund distributor before investing
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If Inflation rate is selected then
futureValue = Future value considering the inflation rate
else
Calculate on current value.
SIPAmount = parseInt(-((Rate of interest / 12) * (-futureValue + (interest amount on loan * 0))) / ((-1 + interest amount on loan) * (1 + (rate of interest / 12))));
Annual Return = (Last NAV of the year - Last NAV of the previous year) / Last NAV of the previous year
For more details, please visit the AMFI website
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