AGGRESSIVE HYBRID SCHEMES
Best aggressive hybrid mutual funds to invest in June 2024
If you are bothered about the uncertainties and volatility in the market, you can consider investing in aggressive hybrid mutual funds. Mutual fund advisors typically recommend aggressive hybrid fund schemes to ‘conservative’ equity investors to create wealth to achieve their long-term financial goals.
Father’s Day 2024: Think of your father’s future with these 26 funds to take care of his financial needs
Retirement is inevitable, and the older generation, which often trusted fixed deposits, can struggle with financial planning due to inflation reducing post-tax returns. The fear of outliving savings is a real concern due to the constant devaluation of money.
I received Rs 70 lakh after retirement. Where should I invest this amount for good return?
Our panel of experts will answer questions related to any aspect of personal finance. If you have a query, mail it to us right away.
Bonds vs stocks: What is the best asset allocation for mutual fund investors post poll results?
Mutual fund investors are advised on asset allocation in the third term of the Modi-led government. Recommendations cover exposure to different assets for conservative, moderate, and aggressive investors, considering factors like risk appetite and investment horizon.
Equity mutual funds deliver up to 240% return in Modi government's second term
Equity mutual fund categories under Modi's second term witnessed significant returns, with small cap funds leading at 243.94%. Nippon India Small Cap Fund topped with 304.07%. ELSS funds, large cap, and aggressive hybrid funds also showed notable performance.
Best mutual fund SIP portfolios to invest in May 2024
ETMutualFunds's best mutual fund SIP portfolios are meant for three different individual risk profiles: conservative, moderate and aggressive. We have also considered three SIP baskets – between Rs 2,000-5,000, between Rs 5,000-10,000 and above Rs 10,000 – while creating these portfolios. Take a look at our recommended portfolios.
- Go To Page 1
LIC Mutual Fund changes exit load for four equity schemes
LIC Mutual Fund alters exit load structure for four equity schemes, notified via notice-cum-addendum. Effective from May 27, the duration shifts from 12 to three months
This MF category is safer than other equity-oriented peers, offers better return than FDs
Equity Savings Funds (ESF) offer safer investment opportunities with potential for higher returns than Fixed Deposits (FDs). They invest in multiple asset classes, including equity, debt, and arbitrage opportunities, providing tax efficiency. ESFs also exploit price differentials in various markets for consistent returns.
Aggressive hybrid mutual funds deliver up to 55% return in one year. Should you invest now?
JM Aggressive Hybrid Fund, the topper in the category, delivered 55.48% return in the last one year. Bank of India Mid & Small Cap Equity & Debt Fund gave 47.28% return in the said period.
Best aggressive hybrid mutual funds to invest in May 2024
As per Sebi norms, these schemes must invest 65-80% in stocks, and 20-35% in debt. This mixed portfolio helps to deal with the market volatility better. When the equity market is in turmoil, the debt part of the portfolio softens the blow. This helps new investors to continue with their investments without worrying too much about volatility.
Baroda BNP Paribas Mutual Fund launches retirement fund
The primary investment objective of the scheme is to generate income and capital appreciation by investing in a diversified portfolio of equity and equity-related instruments and fixed-income instruments with a view to provide a retirement solution to investors
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF and two other NFOs open for subscription this week
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF is open for subscription while the other two will open for subscription later this week.
From lakhpati to crorepati: 3 mutual fund schemes that turned Rs 1 lakh to over Rs 1 crore in 3 decades
Mutual fund investors look for schemes that multiply their investments twice or thrice. An ETMutualFunds analysis found that three equity mutual funds turned Rs 1 lakh to Rs 1 crore in 30 years.
How children-oriented mutual fund schemes performed in last 1-year & top 5 winners
Among the 11 children's funds in the solution-oriented mutual fund category, ICICI Pru Child Care Fund-Gift Plan has stood out with impressive returns of 44%. Following closely behind are SBI Magnum Children's Benefit Fund-Investment Plan and Aditya Birla SL Bal Bhavishya Yojna, which have delivered returns of 39.35% and 35.25%, respectively.
Every mutual fund scheme in this category offered over 20% returns in one year
ETMutualFunds did some analysis of performance by aggressive hybrid funds in the last one year and found that every scheme in the category gave over 20% returns in a one-year horizon, according to the data by ACE MF. Around 29 schemes in the category have completed one year of existence. Here are the top five funds from the category.
Best aggressive hybrid mutual funds to invest in April 2024
As per Sebi norms, these schemes must invest 65-80% in stocks, and 20-35% in debt. This mixed portfolio helps to deal with the market volatility better. When the equity market is in turmoil, the debt part of the portfolio softens the blow. This helps new investors to continue with their investments without worrying too much about volatility.
Best aggressive hybrid mutual funds to invest in March 2024
As per Sebi norms, these schemes must invest 65-80% in stocks, and 20-35% in debt. This mixed portfolio helps to deal with the market volatility better.
Mutual Fund Ideas: 43 equity-oriented hybrid schemes which have never posted negative returns in last 6 years
Around 18 arbitrage funds, 11 equity savings funds, 10 balanced advantage/ dynamic asset allocation funds, and 4 aggressive hybrid funds made it to the list of equity oriented hybrid funds which have never offered negative returns in the last six years.
Top 5 hybrid mutual funds with over 40% gains in last 1 year
Hybrid funds invest in both equity and debt with the goal of balancing risk and reward, and optimizing investment returns. The tax treatment of equity-oriented hybrid schemes is similar to that of equity schemes
Best aggressive hybrid mutual funds to invest in 2024
As per Sebi norms, these schemes must invest 65-80% in stocks, and 20-35% in debt. This mixed portfolio helps to deal with the market volatility better. When the equity market is in turmoil, the debt part of the portfolio softens the blow. This helps new investors to continue with their investments without worrying too much about volatility.
Multi-asset schemes turn favourites amid uncertainties in election year
Among the five NFOs (new fund offers) launched, Sundaram Multi Asset scheme has collected Rs 1,890 crore, Mirae Multi Asset Allocation Fund and Bandhan Multi Asset Allocation Fund have each collected close to Rs 1,200 crore.
Multi-asset schemes are in vogue amid volatile market conditions
At least five fund houses including Sundaram, Bank of India, HSBC, Mirae and Bandhan have launched multi-asset funds over the past month. A multi-asset scheme invests across asset classes available in the markets. These are equity, debt and commodities.
What are the advantages of investing in aggressive hybrid funds?
Financial planners believe first-time equity investors can consider aggressive hybrid funds, which offer exposure to equity and debt. These funds provide an automatic asset allocation solution, with equity allocation being pruned and moved to debt when necessary. Aggressive hybrid funds are taxed as equity funds, making them advantageous for investors in higher tax brackets.
Worried about asset allocation? Hybrid funds can help you
Hybrid fund schemes are ones that invest in more than one asset class. These plans typically combine equity and debt, while some also include gold and REITs.
Aggressive hybrid funds outdo large cap funds in 2023.
Pure equity schemes like large cap schemes are supposed to offer better returns than aggressive hybrid schemes that invest in stocks and bonds. However, the story was different in 2023.
Mirae Asset Mutual Fund changes names of 7 schemes
Mirae Asset Emerging Bluechip Fund is the largest scheme in the large & mid cap category based on assets managed. The scheme manages assets of Rs 29,024 crore. According to the scheme information document, the scheme manages 1,534,810 folios. The new name of the schemes will be Mirae Asset Large & Midcap Fund.
54% equity hybrid schemes beat benchmarks in 2023
We considered all equity hybrid categories such as aggressive hybrid, balanced advantage or dynamic asset allocation fund, arbitrage fund, equity savings.
Best mutual funds to build retirement corpus
If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts.
26 aggressive hybrid schemes offer over 15% in three year horizon
We considered all the aggressive hybrid schemes that have been in the market for three years for the study. We considered regular and growth options.
Load More
