AGGRESSIVE HYBRID FUND
What’s a dal chawal mutual fund? Radhika Gupta of Edelweiss Mutual Fund explains
Radhika Gupta advises investors to avoid narrow theme based funds and opt for diversified 'dal-chawal' funds like balanced advantage and aggressive hybrid mutual funds. She shares insights on sector rotation and the challenges of predicting sector outcomes. Users discuss the benefits of active vs passive investing.
25 and stepping into the market for the first time? Hybrid funds are just for you, says V Srivatsa
The strategies for the UTI Aggressive Hybrid is quite different from the UTI Large Cap or UTI Flexi Cap. I run more of a relative value strategy. I focus a lot on value. So, for example, you would not find many high PE stocks in my portfolio or very high level quality stocks in my portfolio. It will be a more decent quality, says V Srivatsa.
Multi asset allocation funds saw highest folio addition in May
The hybrid mutual funds have added around 1.67 lakh folios on a month on month basis from 1.36 crore in April to 1.38 crore in May. Here is the break up of folio addition in the hybrid mutual fund categories, according to data released by Prime Database.
5 hybrid mutual fund categories received inflows in May. Here is the breakup
The hybrid mutual funds received a total inflow of Rs 17,990 crore in May against Rs 19,862 crore in April. Here is the break up of the inflows in hybrid mutual fund categories, according to the data released by AMFI.
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.
Top 5 Hybrid Mutual Funds with +25% gains in the last 3 years
ET Market's mutual fund analysis has identified the top 5 hybrid mutual funds that gained about 25% and more in the last 3 years. Hybrid funds invest in both equity and debt with the goal of balancing risk & reward, and optimizing investment returns. The tax treatment of equity-oriented hybrid schemes is similar to that of equity schemes, while debt-oriented hybrid schemes are taxed in the same way as debt schemes. (Data Source: ACE MF)
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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.
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.
11 hybrid mutual funds gave more than 15% return in five years
Around 11 hybrid mutual funds offered over 15% return in the last five years, according to data by ACE MF. There are around 94 hybrid mutual funds that completed five years.
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.
These 7 hybrid mutual funds delivered over 30% returns in one year
Around 105 hybrid mutual funds have completed one year in the market. Of these 7 have given over 30% returns in the last one year, according to data from ACE MF.
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
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.
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.
Which hybrid mutual fund categories witnessed highest inflows or outflows in FY24? Here is the break-up
The hybrid mutual fund category received a total inflow of Rs 1.44 lakh crore in FY24 with the highest inflows seen in January 2024. In FY23, the category saw an outflow of Rs 18,813 crore.
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.
Top 5 aggressive hybrid funds: List of 5 mutual funds with up to 25.28% returns in 3 years
Aggressive hybrid funds are one of the popular hybrid mutual fund categories. These schemes are mandated to invest in a mix of equity (or stocks) and debt. 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. ET Wealth collaborates with Value Research to identify the top-performing funds across categories. Equity funds and equity-oriented hybrid funds are ranked on 3-year returns. Here are top five aggressive hybrid mutual funds
These 7 equity hybrid mutual funds gave over 35% returns in FY24
There are around 116 equity-oriented hybrid funds in the market. Around 90 schemes offered double-digit returns, according to data pulled from ACE MF.
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.
Two-third of inflows in hybrid category came from arbitrage funds. Here is the break up
The total AUM for hybrid mutual funds in February stood at Rs 7.10 lakh crore, witnessing a total inflow of Rs 18,105 crore on a month-on-month basis, according to AMFI data. Here is the break-up for the hybrid category that contributed maximum to total inflows.
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.
Which hybrid mutual funds contribute the maximum to category AUM?
According to the AMFI data, the net asset under management (AUM) for the hybrid category was Rs 6.90 lakh crore in January. The AUM increased by 4.41% from Rs 6.61 lakh crore in December.
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.
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.
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