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    HomeNewsPhotosBusinessPersonal FinanceMidcap darlings of conservative hybrid funds for long term growth

    Midcap darlings of conservative hybrid funds for long term growth

    The nature of the conservative hybrid schemes nudges their fund managers to pick low-volatile stocks. However, adding midcap and smallcap stocks in the portfolio spices up the overall returns of the schemes.

    Dhuraivel Gunasekaran
    July 31, 2023 / 07:07 IST
    As the name suggests, conservative hybrid funds are meant for low-risk investors allocating majorly into debt securities. Just about 10-25 percent of their corpuses get invested in equities. The equity portion is used for a bit of kicker in returns. The nature of the scheme nudges its fund manager to pick low volatile stocks. Despite their conservative nature, many fund managers go beyond the largecap stocks and prefer holding mid and smallcap stocks in their portfolio. Adding midcap and smallcap stocks spices up the overall returns of the schemes. Currently, there are 21 conservative hybrid funds available in the market. Here are most popular midcap stocks among the conservative hybrid mutual fund schemes. Data as of June 2023. Source: ACEMF.
    1/13
    As the name suggests, conservative hybrid funds are meant for low-risk investors allocating majorly to debt securities. Just about 10-25 percent of their corpora get invested in equities. The equity portion is used for a bit of a kicker in returns. The nature of the scheme nudges its fund manager to pick low-volatile stocks. Despite their conservative nature, many fund managers go beyond largecap stocks and prefer holding mid and smallcap stocks in their portfolio. Adding midcap and smallcap stocks spices up the overall returns of the schemes. Currently, there are 21 conservative hybrid funds available in the market. Here are the most popular midcap stocks among the conservative hybrid mutual fund schemes. Data as of June 2023. Source: ACEMF.
    Jubilant FoodWorks No. of conservative hybrid funds that hold the stock: 6 No. of actively managed MF that hold the stock: 109
    2/13
    Jubilant FoodWorks
    No. of conservative hybrid funds that hold the stock: 6
    No. of actively managed MF that hold the stock: 109
    Hindustan Petroleum Corporation No. of conservative hybrid funds that hold the stock: 4 No. of actively managed MF that hold the stock: 93
    3/13
    Hindustan Petroleum Corporation
    No. of conservative hybrid funds that hold the stock: 4
    No. of actively managed MF that hold the stock: 93
    4/13
    Schaeffler India
    No. of conservative hybrid funds that hold the stock: 4
    No. of actively managed MF that hold the stock: 106

    Also see: 15 smallcaps that are hot favourites of mutual funds
    Sona BLW Precision Forgings No. of conservative hybrid funds that hold the stock: 4 No. of actively managed MF that hold the stock: 112
    5/13
    Sona BLW Precision Forgings
    No. of conservative hybrid funds that hold the stock: 4
    No. of actively managed MF that hold the stock: 112
    6/13
    Ashok Leyland
    No. of conservative hybrid funds that hold the stock: 3
    No. of actively managed MF that hold the stock: 113

    Also see: Smallcaps today, multibaggers tomorrow: Unique stocks that make it to MF hotlists
    Bandhan Bank No. of conservative hybrid funds that hold the stock: 3 No. of actively managed MF that hold the stock: 47
    7/13
    Bandhan Bank
    No. of conservative hybrid funds that hold the stock: 3
    No. of actively managed MF that hold the stock: 47
    Coforge No. of conservative hybrid funds that hold the stock: 3 No. of actively managed MF that hold the stock: 104
    8/13
    Coforge
    No. of conservative hybrid funds that hold the stock: 3
    No. of actively managed MF that hold the stock: 104
    9/13
    Crompton Greaves Consumer Electricals
    No. of conservative hybrid funds that hold the stock: 3
    No. of actively managed MF that hold the stock: 125

    Also read: How has Nippon India Small Cap fund compensated risks with handsome returns?
    Fortis Healthcare No. of conservative hybrid funds that hold the stock: 3 No. of actively managed MF that hold the stock: 75
    10/13
    Fortis Healthcare
    No. of conservative hybrid funds that hold the stock: 3
    No. of actively managed MF that hold the stock: 75
    United Breweries No. of conservative hybrid funds that hold the stock: 3 No. of actively managed MF that hold the stock: 90 Also read: 12 new midcap stocks that PMS fund managers picked lately. Do you own any?
    11/13
    United Breweries
    No. of conservative hybrid funds that hold the stock: 3
    No. of actively managed MF that hold the stock: 90
    Also read: 12 new midcap stocks that PMS fund managers picked lately. Do you own any?
    UNO Minda No. of conservative hybrid funds that hold the stock: 3 No. of actively managed MF that hold the stock: 96
    12/13
    UNO Minda
    No. of conservative hybrid funds that hold the stock: 3
    No. of actively managed MF that hold the stock: 96
    Vinati Organics No. of conservative hybrid funds that hold the stock: 3 No. of actively managed MF that hold the stock: 38 Read here: Smallcap MFs outshine: Top schemes surge up to 12 times in 10 years
    13/13
    Vinati Organics
    No. of conservative hybrid funds that hold the stock: 3
    No. of actively managed MF that hold the stock: 38

    Read here: Smallcap MFs outshine: Top schemes surge up to 12 times in 10 years
    Dhuraivel Gunasekaran
    Dhuraivel Gunasekaran
    Tags: #investing #midcap stocks #Mutual Funds
    first published: Jul 31, 2023 07:07 am

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