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MyGullak Aggressive Hybrid Fund

Hybrid

Investment Objective

The investment objective of the Scheme would be to generate long term Capital appreciation and current income with reduced volatility by investing in a judicious mix of a diversified portfolio of equity and equity related investments, debt and money market instruments.

Historical NAV

MyGullak Aggressive Hybrid Fund

₹ 30.79

May 02, 2024

32.53 % p.a.

1 Year returns

Past performance may or may not be sustained in future

Returns

  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • Since Inception
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • Since Inception
Worth of investment 1 Year

Lumpsum

1 Lakh Investment Grown to

₹ 1 Lakh

SIP

₹ 10000 Monthly SIP Grown to

₹ 10.29 Lakh

Disclaimer: Past performance may or may not be sustained in future. For performance in SEBI Format please refer performance section. 

This fund is ideal for you if you are looking for

Retirement Planning

Plan this Goal

Child's Education

Plan this Goal

Dream Home

Plan this Goal

Why invest in MyGullak Aggressive Hybrid Fund?

  • beating-return

    Long-term capital appreciation: Grow your wealth over the long-term along with the benefit of current income.

  • downside-protection

    Reduced Risk: Invest across asset classes to balance risk with high returns.

  • active-fund

    Focus on quality stocks: The fund's equity portfolio is focused on quality companies with strong fundamentals and growth prospects.

How to invest in MyGullak Aggressive Hybrid Fund?

  • 1

    Register and create a folio by completing KYC verification and bank account authentication.

  • 2

    Select the mutual fund you wish to invest in, enter the amount you want to invest.

  • 3

    Make the payment.

  • 4

    Receive a confirmation of your investment.

How does the fund work

Ramya wants to invest in mutual funds with a long-term capital appreciation along with regular income.

She decides to invest in the MyGullak Aggressive Hybrid Fund, which offers long-term capital growth with a balanced risk as the investments are spread across asset classes.

In a few years, Ramya’s investment grows with steady income, helping her to achieve her financial goals.

Disclaimer: The performance of any mutual fund is subject to market risks and may vary from person to person. The above-mentioned story is for illustrative purposes only and should not be considered as a guarantee or assurance of the performance of any mutual fund. It is important to do your own research and consult with a financial advisor before making any investment decisions. 

This product is suitable for investors* who are seeking: 

  • Long term capital appreciation and current income.
  • Investment in equity related securities as well as fixed income securities (debt and money market securities).
  • Very high risk

*Investors should consult their financial advisers if in doubt whether the product is suitable for them

Riskometer

Investor understand that their principal will be at very high risk

Benchmark Riskometer

Benchmark Riskometer is at very high risk

*Investors should consult their financial advisers if in doubt whether the product is suitable for them

Fund Details

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Asset under management

₹ 47.03 Cr
₹ 47.03 Cr
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Lock-in period

No lock-in
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Benchmark

CRISIL Hybrid 35+65-Aggressive Index
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Inception Date

29-Nov-2013
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Scheme options

Regular Plan somthing went wrong

  • (i) Growth
  • (ii) IDCW (Payout/Reinvestment)

Direct Plan somthing went wrong

  • (i) Growth
  • (ii) IDCW (Payout/Reinvestment)
min-invest

Minimum Investment

₹ 5000

and in multiples of ₹1/- thereafter

min-invest

Minimum Additional Purchase Amount: 

₹ 1000

and in multiples of ₹1/- thereafter

Note: In accordance with the regulatory requirement, the minimum application amount and minimum redemption amount will not be applicable for investment made in schemes of the Fund in compliance with the SEBI circular no. SEBI/HO/IMD/IMD-I/DOF5/P/CIR/2021/553 dated April 28, 2021 read along with SEBI circular no. SEBI/HO/IMD/IMD- I/DOF5/P/CIR/2021/629 dated September 20, 2021.

sip

SIP

Monthly

₹1000 and in multiples of Re. 1/- thereafter

Quarterly

₹3000 and in multiples of Re. 1/- thereafter

enty-load

Entry load

There is no entry load

entry load

Exit load

If redeemed / switched-out within 90 days from the date of allotment:-

- Upto 12% of units: Nil

- More than 12% of units: 1% of applicable Net Asset Value (NAV)

If redeemed/switched-out after 90 days from the date of allotment: Nil

expense

Expense ratio

2.25%

Regular Growth

0.95%

Direct Growth

Fund Performance

Performance of MyGullak Aggressive Hybrid Fund - Regular Growth as of Apr 24, 2024

Returns of Direct Plan - Growth Option as on 24-Apr-2024

Date of inception 29-Nov-2013

NAV Rs. 34.01 AUM Rs.(in crore)47.03
Date Period Nav (Rs.) Per Unit Scheme Returns (%) Scheme Benchmark Returns (%)

Additional Benchmark (NIFTY50) Returns (%)

Current value of ₹ 10,000 invested
Scheme Scheme Benchmark

Additional Benchmark (NIFTY50)

Apr 24, 2023 Last 1 Year 25.2485 34.68% 25.84% 27.68% ₹13,468 ₹ 12,584 ₹ 12,768
Apr 23, 2021 Last 3 Year 21.5045 16.50% 14.77% 17.38% ₹15,813 ₹ 15,118 ₹ 16,172
Apr 24, 2019 Last 5 Year 17.3983 14.34% 14.24% 15.15% ₹19,545 ₹ 19,462 ₹ 20,247
Apr 23, 2014 Last 10 Year 10.7411 12.21% 13.32% 13.97% ₹31,660 ₹ 34,924 ₹ 36,978
Nov 29, 2013 Since Inception(29 Nov 2013) 10.0000 12.48% 13.70% 14.53% ₹34,006 ₹ 38,043 ₹ 41,042
Returns of Regular Plan - Growth Option as on 24-Apr-2024

Date of inception 29-Nov-2013

NAV Rs. 30.33 AUM Rs.(in crore)47.03
Date Period Nav (Rs.) Per Unit Scheme Returns (%) Scheme Benchmark Returns (%)

Additional Benchmark (NIFTY50) Returns (%)

Current value of ₹ 10,000 invested
Scheme Scheme Benchmark

Additional Benchmark (NIFTY50)

Apr 24, 2023 Last 1 Year 22.8873 32.53% 25.84% 27.68% ₹13,253 ₹12,584 ₹ 12,768
Apr 23, 2021 Last 3 Year 20.0957 14.71% 14.77% 17.38% ₹15,094 ₹15,118 ₹ 16,172
Apr 24, 2019 Last 5 Year 16.7578 12.60% 14.24% 15.15% ₹18,101 ₹19,462 ₹ 20,247
Apr 23, 2014 Last 10 Year 10.7186 10.96% 13.32% 13.97% ₹28,299 ₹34,924 ₹ 36,978
Nov 29, 2013 Since Inception 10.0000 11.25% 13.70% 14.53% ₹30,333 ₹38,043 ₹ 41,042

Disclaimer : MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY. CRISIL Hybrid 35+65 – Aggressive Index is the scheme benchmark. As per SEBI circular no. SEBI/HO/IMD/DF3/CIR/P/2018/04 dated Jan 04, 2018, the performance of the scheme is benchmarked to the Total Return variant of the Index. The returns are Compounded Annual Growth Returns (CAGR) for the past 1 year, 3 years, 5 years & since inception and simple annualized for less than 1 year. Different plans shall have a different expense structure. The performance details provided herein are of Regular Plan-Growth Option & Direct Plan-Growth Option. Performance of Income Distribution cum Capital Withdrawal (IDCW) option would be Net of Dividend distribution tax, if any. For computation of return since inception (%) the allotment NAV has been taken as Rs. 10.00. Point-to-point returns on a standard investment of Rs. 10,000/- are in addition to CAGR for the Scheme. Past performance may or may not be sustained in future. Load is not considered for computation of returns. In case the start/end date of the concerned period is a Non-Business Date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. The scheme is being currently managed by Mr. Deepak Ramaraju along with Ms. Gargi Bhattacharyya Banerjee with effect from August 20, 2022.

Fund Portfolio

Sector Allocation

(as on 09 Feb 2024)

  • Equity

    69.94%
  • Debt Instruments

    6.38%
  • Debenture

    18.29%
  • Money Market Instruments

    1.15%
  • Others

    4.24%
Sector Allocation

(as on 09 Feb 2024)

  • Petroleum Products

    5.90%
  • Banks

    9.11%
  • Construction

    5.53%
  • It - Software

    8.07%
  • Telecom - Services

    2.74%
Holdings (65)
Name Sector Instrument Assets
9.22% LIC HF Ltd - Mat 161024 CRISIL AAA Debenture
6.54% GOI 17 JAN 2032 Sovereign Debt Instruments
8.54% REC Ltd (Series V Goi Serv.) - Mat 151128 [ICRA]AAA Debenture
Reliance Industries Ltd. Petroleum Products Equity
8.57% REC Ltd - Mat 211224 [ICRA]AAA Debenture
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Holdings

(as on 09 Feb 2024)

Name Sector Instrument Assets
9.22% LIC HF Ltd - Mat 161024 CRISIL AAA Debenture
6.54% GOI 17 JAN 2032 Sovereign Debt Instruments
8.54% REC Ltd (Series V Goi Serv.) - Mat 151128 [ICRA]AAA Debenture
Reliance Industries Ltd. Petroleum Products Equity
8.57% REC Ltd - Mat 211224 [ICRA]AAA Debenture
HDFC Bank Ltd. Banks Equity
Cash, Cash Equivalents and Net Current Assets Others
Larsen & Toubro Ltd. Construction Equity
Infosys Ltd. It - Software Equity
ICICI Bank Ltd. Banks Equity
Bharti Airtel Ltd. Telecom - Services Equity
Hindustan Aeronautics Ltd. Aerospace & Defense Equity
TVS Motor Company Ltd. Automobiles Equity
REC Ltd. Finance Equity
Power Finance Corporation Ltd. Finance Equity
Bajaj Auto Ltd. Automobiles Equity
Coal India Ltd. Consumable Fuels Equity
NTPC Ltd. Power Equity
MRF Ltd. Auto Components Equity
Tata Consultancy Services Ltd. It - Software Equity
Titan Company Ltd. Consumer Durables Equity
Tata Motors Ltd DVR Automobiles Equity
Axis Bank Ltd. Banks Equity
HCL Technologies Ltd. It - Software Equity
TREPS - 01FEB2024 Money Market Instruments
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology Equity
Indian Oil Corporation Ltd. Petroleum Products Equity
Aurobindo Pharma Ltd. Pharmaceuticals & Biotechnology Equity
Trent Ltd. Retailing Equity
Jindal Stainless Ltd. Ferrous Metals Equity
National Aluminium Co. Ltd. Non - Ferrous Metals Equity
Oil & Natural Gas Corporation Ltd. Oil Equity
Godrej Industries Ltd. Diversified Equity
Britannia Industries Ltd. Food Products Equity
KPIT Technologies Ltd. It - Software Equity
Colgate Palmolive (India) Ltd. Personal Products Equity
Steel Authority of India Ltd. Ferrous Metals Equity
Alembic Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology Equity
NCC Ltd. Construction Equity
Torrent Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology Equity
Glaxosmithkline Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology Equity
H.E.G. Ltd. Industrial Products Equity
Bharat Heavy Electricals Ltd. Electrical Equipment Equity
Life Insurance Corporation of India Insurance Equity
Prestige Estates Projects Ltd. Realty Equity
Motilal Oswal Financial Services Ltd. Capital Markets Equity
Housing & Urban Development Corporation Ltd. Finance Equity
Birlasoft Ltd. It - Software Equity
Bharat Electronics Ltd. Aerospace & Defense Equity
Persistent Systems Ltd. It - Software Equity
9.34% REC Ltd - Mat 250824 [ICRA]AAA Debenture
Railtel Corporation Of India Ltd. Telecom - Services Equity
IRCON International Ltd. Construction Equity
NBCC (India) Ltd. Construction Equity
Brigade Enterprises Ltd. Realty Equity
Wipro Ltd. It - Software Equity
Cyient Ltd. It - Services Equity
Indian Railway Finance Corporation Ltd. Finance Equity
NLC India Ltd. Power Equity
Canara Bank Banks Equity
Bank of India Banks Equity
Ratnamani Metals & Tubes Ltd. Industrial Products Equity
Sobha Ltd. Realty Equity
Jyothy Labs Ltd. Household Products Equity
Engineers India Ltd. Construction Equity
fund-management-box1

Funds managed by
Mr Deepak Ramaraju

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Mr. Deepak Ramaraju is a highly experienced Senior Fund Manager at MyGullak Mutual Fund Distribution Company. Ltd, with over two decades of diversified experience under his belt. He holds a degree in chemical engineering and has been associated with equity markets for the past 17 years. Before joining MyGullak Mutual Fund Distribution Company. , Mr. Deepak was part of the global equity research team and advised the Sanlam Group of South Africa on their India-focused fund. Prior to his stint in the financial industry, Mr. Deepak worked as a researcher and co-inventor at GE India Technology Center, Bangalore. During his time there, he was credited with 10 patents, highlighting his expertise and innovative abilities. His diverse background and extensive experience make him a valuable asset to the MyGullak Asset Management team.

Funds managed by the fund manager

  • MyGullak Aggressive Hybrid Fund
  • MyGullak Flexi Cap Fund
  • MyGullak ELSS Tax Saver Fund
  • MyGullak Balanced Advantage Fund
  • MyGullak Overnight Fund
  • MyGullak Multi Asset Allocation Fund
fund-management-box2

Funds managed by Ms Gargi Bhattacharyya Banerjee

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Ms. Gargi Bhattacharyya Banerjee serves as the Fund Manager of My Gullak having an experience of more than 20 years in her professional career. She received her Bachelor of Science with Economics (H) and Master of Business Management with specialization in Finance from the University of Calcutta. She joined as Research Manager in MyGullak Asset Management Company Limited in November 2012 and before that, she has held key position in the Research team with Zacks Research Private Limited and MyGullak Insight Share Brokers Limited.

Funds managed by the fund manager

  • MyGullak Aggressive Hybrid Fund
  • MyGullak Flexi Cap Fund
  • MyGullak ELSS Tax Saver Fund
  • MyGullak Balanced Advantage Fund
  • MyGullak Overnight Fund
  • MyGullak Multi Asset Allocation Fund
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Sector Allocation
  • Petroleum Products

    5.90%
  • Banks

    9.11%
  • Construction

    5.53%
  • It - Software

    8.07%
  • Telecom - Services

    2.74%
  • Aerospace & Defense

    2.70%
  • Automobiles

    4.90%
  • Finance

    4.70%
  • Consumable Fuels

    1.57%
  • Power

    2.02%
  • Auto Components

    1.48%
  • Consumer Durables

    1.47%
  • Pharmaceuticals & Biotechnology

    5.00%
  • Retailing

    1.05%
  • Ferrous Metals

    2.00%
  • Non - Ferrous Metals

    1.02%
  • Oil

    1.00%
  • Diversified

    0.99%
  • Food Products

    0.98%
  • Personal Products

    0.96%
  • Electrical Equipment

    0.90%
  • Insurance

    0.90%
  • Industrial Products

    1.39%
  • Realty

    1.80%
  • Capital Markets

    0.79%
  • It - Services

    0.50%
  • Household Products

    0.47%
  • Sovereign

    6.38%
  • CRISIL AAA

    6.84%
  • [ICRA]AAA

    11.45%
  • 5.39%

Fund Management

fund-management-box1

Mr Deepak Ramaraju
Managing this fund since 20 Aug 22

Mr Deepak Ramaraju

Managing this fund since 20 Aug 22

Work Experience

21 years

Fund Managed

05

Mr. Deepak Ramaraju is a highly experienced Senior Fund Manager at MyGullak Mutual Fund Distribution Company. Ltd, with over two decades of diversified experience under his belt. He holds a degree in chemical engineering and has been associated with equity markets for the past 17 years. Before joining MyGullak Mutual Fund Distribution Company. , Mr. Deepak was part of the global equity research team and advised the Sanlam Group of South Africa on their India-focused fund. Prior to his stint in the financial industry, Mr. Deepak worked as a researcher and co-inventor at GE India Technology Center, Bangalore. During his time there, he was credited with 10 patents, highlighting his expertise and innovative abilities. His diverse background and extensive experience make him a valuable asset to the MyGullak Asset Management team. 

fund-management-box2

Ms Gargi Bhattacharyya Banerjee
Managing this fund since 15 Nov 16

Ms Gargi Bhattacharyya Banerjee

Managing this fund since 15 Nov 16

Work Experience

22 years

Fund Managed

05

Ms. Gargi Bhattacharyya Banerjee serves as the Fund Manager of My Gullak having an experience of more than 20 years in her professional career. She received her Bachelor of Science with Economics (H) and Master of Business Management with specialization in Finance from the University of Calcutta. She joined as Research Manager in MyGullak Asset Management Company Limited in November 2012 and before that, she has held key position in the Research team with Zacks Research Private Limited and MyGullak Insight Share Brokers Limited. 

fund-management-box1

See all schemes managed by
Deepak Ramaraju

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Mr. Deepak Ramaraju is a highly experienced Senior Fund Manager at MyGullak Asset Management Company Ltd, with over two decades of diversified experience under his belt. He holds a degree in chemical engineering and has been associated with equity markets for the past 16 years. Before joining MyGullak Mutual Fund Distribution Company. , Mr. Deepak was part of the global equity research team and advised the Sanlam Group of South Africa on their India-focused fund. Prior to his stint in the financial industry, Mr. Deepak worked as a researcher and co-inventor at GE India Technology Center, Bangalore. During his time there, he was credited with 10 patents, highlighting his expertise and innovative abilities. His diverse background and extensive experience make him a valuable asset to the MyGullak Asset Management team.

Funds managed by the fund manager

  • MyGullak Aggressive Hybrid Fund
  • MyGullak Flexi Cap Fund
  • MyGullak ELSS Tax Saver Fund
  • MyGullak Balanced Advantage Fund
  • MyGullak Overnight Fund
  • MyGullak Multi Asset Allocation Fund
fund-management-box2

See all schemes managed by Gargi Bhattacharyya Banerjee

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Ms. Gargi Bhattacharyya Banerjee serves as the Fund Manager of My Gullak having an experience of more than 20 years in her professional career. She received her Bachelor of Science with Economics (H) and Master of Business Management with specialization in Finance from the University of Calcutta. She joined as Research Manager in MyGullak Mutual Fund Distribution Company. Limited in November 2012 and before that, she has held key position in the Research team with Zacks Research Private Limited and MyGullak Insight Share Brokers Limited.

Funds managed by the fund manager

  • MyGullak Aggressive Hybrid Fund
  • MyGullak Flexi Cap Fund
  • MyGullak ELSS Tax Saver Fund
  • MyGullak Balanced Advantage Fund
  • MyGullak Overnight Fund
  • MyGullak Multi Asset Allocation Fund

Fund House

MyGullak Asset Management Co Ltd.

217, 2nd floor, Swastik Chamber, Near junction of S.T. & C.S.T. road, Chembur, Mumbai - 400 071

Email

mygullak@mygullak.net

Contact

Investor – 9876543210

Distributor - 9876543210

Frequently Asked Questions

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What is MyGullak Aggressive Hybrid Fund?

Aggressive Hybrid Fund (an open-ended hybrid scheme investing predominantly in Equity and Equity related instruments). The scheme automatically spreads the investors’ money across a diversified portfolio of stocks and bonds to provide investors the best of both worlds.

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What is the Investment Objective?

The investment objective of the Scheme would be to generate long-term capital appreciation and current income with reduced volatility by investing in equity and equity related securities as well as fixed income securities (debt and money market instruments)

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What is the suitability of this scheme?

The scheme is suitable for investors with an objective to build long-term wealth with a time horizon of 3 to 5 years

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What is the asset allocation?

The scheme shall invest a minimum of 65% and a maximum of 80% in equity and equity related instruments. The balance, between 20% to 35%, would stay invested in debt securities including money market instruments.

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What is the Fund Management Process & Investment Style?

The Fund follows a robust investment process that encapsulates profitability, business attractiveness, competitive positioning, balance sheet strength, management track record, corporate governance, valuations etc. The investment style is a combination of top down and bottom up approach. For instance, we use the top down approach to focus on a particular industry which we believe is likely to outperform. Once we decide on a sector, we use the bottom up approach to decide the company that is likely to give better value for money.

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Who is the Fund Manager of the scheme?

The scheme is being currently managed by Mr. Deepak Ramaraju along with Ms. Gargi Bhattacharyya Banerjee

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What is the minimum investment amount?

Minimum investment amount is Rs. 5000 and therein multiples of Re.1. Under systematic investment plan, the minimum amount is Rs. 1000 monthly and Rs. 3000 quarterly.

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Is there any entry – exit load?

Entry Load: There is no entry load

Exit Load: If redeemed / switched-out within 90 days from the date of allotment: - Upto 12% of units: Nil - More than 12% of units: 1% of applicable Net Asset Value (NAV) If redeemed/switched-out after 90 days from the date of allotment: Nil

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What is the tax treatment of investment of MyGullak Aggressive Hybrid Fund?

Long-term capital gains exceeding Rs. 1 lakh shall be taxed at the rate of 10% without allowing the benefit of any indexation

Disclaimer: MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY. With regard to taxation, investors are advised to consult their tax consultants to know the consequences of tax, if any. Income Tax benefits to the mutual fund & to the unit-holder are in accordance with prevailing tax law. The investor shall be solely responsible for any action taken based on this document. My Gullak, MyGullak Asset Management Co. Ltd., My Gullak Trustee Ltd., and their associates shall not be liable in any manner for the consequences of such action taken by the investor.

Risk Factors:All investments in mutual funds and securities are subject to market risks and the NAV of the Scheme may go up or down depending upon the factors and forces affecting the securities market. There can be no assurance that the Scheme's investment objective will be achieved. The past performance of the Mutual Fund is not indicative of the future performance of the Scheme. The scheme inception date was 29th November 2013. The Sponsor is not responsible or liable for any loss resulting out of the operation of the Scheme beyond the initial contribution of Rs.1 Lakh made towards setting up the Mutual Fund. MyGullak Aggressive Hybrid Fund is only the name of the Scheme and does not in any manner indicate the quality of the Scheme or its future prospects or returns. There is no guarantee or assurance as to any return on investment of the unit holders. The investments made by the Scheme are subject to external risks on transfer, pricing, trading volumes, settlement risks, etc. of securities. Please refer to the Offer Document/Statement of Additional Information/Key Information Memorandum of the scheme before investing

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