Hybrid FundsSample Mutual Fund AMC

Sample Aggressive Hybrid Wealth Fund

Benchmark: CRISIL Hybrid 35+65 Aggressive Index

Educational Sample Data: Metrics shown below reflect representative data points for illustration and educational comparison.

Key Scheme Metrics

Current NAV₹ 85.60
Assets Under Mgmt (AUM)₹28,400 Cr
Total Expense Ratio0.88%
Minimum Monthly SIP₹ 500
Minimum Lumpsum₹ 5,000
Fund ManagerRamesh Sharma

Investment Objective

Combines 65%-80% equity exposure for wealth appreciation with 20%-35% debt allocation for cushion against volatility.

Regulatory Disclaimer on Performance:

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is no guarantee of future returns. Mutual fund schemes do not provide guaranteed returns.

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