Combines equity, arbitrage positions, and debt. Maintains at least 65% in equity plus arbitrage (to qualify for equity taxation) while running a lower net equity exposure than an Aggressive Hybrid fund.
Taxation: typically taxed as an equity-oriented fund — gains held over a year are long-term (12.5% beyond the annual exemption threshold), shorter holdings are short-term (20%). This is general information, not tax advice — confirm current rules for your situation with a qualified professional.
See the full live category table on the dashboard, or estimate returns with the MF returns calculator using this category's actual historical median.