Hybrid Funds

There are three approaches investors may take as they decide their asset allocations

The fund's investment objective is to generate long-term capital appreciation and current income from a portfolio invested in equity, equity-related securities, and fixed-income securities

Debt schemes account for 2% of the net inflows, passive schemes 8%

With the offline lure of greater teacher-student connect many such start-ups have forayed into brick-and-mortar centres to compete with existing offline institutions

The data from Value Research shows that conservative hybrid funds are down nearly 1.5 per cent; equity savings funds are down 1.9 per cent

When selecting a fund from these categories, investors should be wary of those that take credit risk on the debt side of the portfolio

Balanced hybrid funds invest between 40 per cent and 60 per cent of total assets in equity and debt

Invest via the SIP route to benefit from the volatility expected in the near term

In fact, you need to be more diligent if you're over 50 as there is a higher risk of losing your job, and in any case you have less than a decade to build a nest egg

For fiscal 2022, Accenture sees 12% to 15% of revenue growth and expects to spend a similar amount on acquisitions as last year.

Over the past year, the aggressive hybrid category has given average returns of 41%

Fund's investment objective is to generate long-term capital appreciation and current income from a portfolio constituted of equity and equity-related securities, as well as fixed income securities

Among the larger funds, only DSP MF and Invesco MF have not participated in the anchor book

Hybrid funds are getting traction from investors with such instruments witnessing net inflow of Rs 27,220 crore in three months ended June, more than double from the preceding quarter

These are for long-term wealth; dynamic funds protect downside risk better

Last year, the category saw outflows of over Rs 24,000 crore, data from the Association of Mutual Funds in India (Amfi) shows

Choose separate equity and debt funds for greater control over asset allocation

Industry AUM slips below Rs 27 trn in September

Outflows stood at over Rs 3,500 crore in July as investors took advantage of market rebound amid Covid uncertainty

If one looks at last year's data, it is interesting to note that the hybrid fund category was doing rather well till January-end