Mirae Asset Hybrid Equity Fund

Tap potential of equities and fixed income

An open ended hybrid scheme investing predominantly in equity and equity related instruments

Allocation between Equity and Debt - Function of Valuations, Equity Earnings Growth and Interest Rate Outlook

Largely static asset allocation (65%-80% Equity and Equity Related Instruments, 20%-35% Debt & Money Market Instruments and 0%-10% Units issued by REITs and InvITs).

For Equity Portion

The fund follows a strategy with equity within the range of (+/-5%) from 72% aiming to take advantage of market.

The portfolio aims to generate long term growth increasing the equity exposure based on market cycles and valuations

Portfolio is Largecap bias which helps in performing in all market cycles, more liquidate and are typically first to react to economic revival

For Debt Portion

Debt portion is managed with high quality debt instrument predominantly in AAA rated and Sovereign Bonds

The Fund broadly follows Buy and Hold Strategy

Debt Allocation seeks to generate regular income and lower portfolio risk