Murekha Hybrid Portfolio

Objective:

The objective of a Hybrid Portfolio Fund is to provide investors with a balanced mix of growth, income, and capital preservation by investing in a diversified portfolio that includes a combination of:

• Equities (stocks) for potential capital appreciation

• Fixed-income securities (bonds) for income and stability

• Cash or equivalents for liquidity and risk management
  
  

Key Goals of a Hybrid Portfolio Fund:

1. Diversification: Reduce overall risk by investing across multiple asset classes

2. Steady Returns: Aim to generate more consistent performance than a pure equity or bond fund

3. Risk Management: Balance high-risk assets (equities) with more stable ones (bonds or cash)

4. Flexibility: Allow fund managers to adjust the mix based on market conditions or economic outlook

5. Income + Growth: Provide regular income (via bonds/dividends) while also aiming for long-term capital growth

These funds are especially popular with moderate-risk investors looking for a middle ground between aggressive growth and capital preservation.