Hybrid Funds

Build diversified portfolio, don't chase the mirage of safe equity fund

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

ICICI Prudential Equity & Debt Fund: An outperformer in hybrid category

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

Eight of 10 net SIP investments go into active equity schemes: Amfi data

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

Future of learning: Edtech start-ups' hybrid tilt to lure students

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

Use hybrid funds to tide over market volatility, say fund managers

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

Hybrid offerings perform well on risk-adjusted basis, say experts

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

Hybrid funds can help investors weather choppy equity markets

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

Enter debt-oriented hybrid funds with a minimum horizon of three years

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

Diversify your retirement corpus across products to get a tidy sum at 60

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

Accenture forecasts upbeat revenue as firms adopt hybrid work models

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

With boom in equity markets, aggressive hybrid funds gain currency

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

DSP Equity & Bond Fund: Diversification, quality focus drive returns

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

Experts question the rationale of some MF schemes investing in Zomato IPO

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

Hybrid funds get investors' attention; see Rs 27,220-cr inflow in Jun qtr

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

Don't go by history alone while picking hybrid fund, say analysts

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

Mis-selling, dividend tax change spur outflows from hybrid funds

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

For high equity exposure, investors should select aggressive hybrid funds

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

Multicaps lead third straight month of equity scheme outflows in September

Industry AUM slips below Rs 27 trn in September

Equity MFs witness outflows after 4 years amid Covid-19 uncertainty

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

Stick to hybrid funds, capping risk for lower returns may not be a bad idea

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