Hybrid Funds

Recent research and market reports indicate that industrial demand for silver is expected to grow faster than the supply that will enter the market, creating an anticipated demand–supply gap.

Sitting on 50% cash positions in some of our hybrid funds as market corrects, says Samco MF CIO Umeshkumar Mehta

Samco recently launched its Multi Cap Fund, which Mehta says is designed to address market volatility with an advanced hedging approach, aimed to deliver superior returns for investors.

SEBI proposes passive hybrid funds: Will investors benefit?

SEBI’s move is part of its consultation paper on MF Lite regulations. Like other categories, AMCs here too would be allowed to launch only one scheme per category. And the asset allocation has to be maintained/rebalanced on a quarterly basis.

Do equity savings funds make sense after the tax hit on debt mutual funds?

Equity savings funds are no substitute to debt funds, but can be appealing to investors looking for relatively stable returns with low exposure to equity and the benefit of equity taxation.

WhiteOak Capital MF launches Multi-Asset Allocation Fund. Should you invest?

The main rationale behind the scheme is that different asset classes tend to perform differently depending on economic cycles, global scenarios, and geo-political events.

Why has MC30 avoided these MF categories?

MC30, a curated basket of 30 investment-worthy mutual funds

Hybrid mutual funds rev up to be the next big wave. But, do they suit everyone?

Hybrid schemes, with total AUM of Rs 4.87 trillion, are the second-lowest open-ended mutual fund category after Solution Oriented Schemes. Compared to this, Growth/Equity Oriented Schemes command an AUM of Rs 15.01 trillion

These two types of funds aim to manage market volatility. But one of them is more flexible than the other

Dynamic asset allocation and aggressive hybrid funds invest across equity and debt. But one maintains a steady equity allocation usually while the other swings wildly.

Are balanced and aggressive hybrid funds going out of favour?

Balanced advantage funds, also known as dynamic asset allocation funds, saw a continuous uptick in their monthly inflows, which rose from Rs 1,362 crore in May to Rs 2,056 crore in June 2021.

How to choose the right hybrid fund based on your investment horizon

All hybrid funds don’t automatically suit all investors or all time-frames

What you should know about the debt component in hybrid funds

The recent events in the debt fund space have thrown a spanner in the works and it has disrupted the perception of debt component of hybrid funds being safe.

Hybrid equity funds are turning the corner

While returns for the category have begun to improve, the difference in performance within the category varies widely

Moneycontrol PF Podcast | Hybrid funds: Making a balanced choice

Lisa Pallavi Barbora talks to Chintan Haria, Head of Product Development and Strategy at Prudential ICICI AMC, to understand hybrid funds.

This week in MFs: Hybrid fund inflows hit 28-month low of Rs 300 crore in July

Hybrid funds, which invest in equities and debt securities, were sold aggressively by fund houses after demonetisation

Managing Money with Moneycontrol: The six new classifications of the hybrid fund

In this episode, we tell you about the new six classifications of the hybrid fund.

Should you invest in gold right now?

With short term weakness gold can be accumulated as a means of portfolio diversification.

Do mutual fund managers practise what they preach?

The aim here is to remind fund management teams in the industry that they have a fiduciary responsibility towards investors and their conviction is best judged when they invest in their own funds.

Want to build a corpus for long term goals? Here are tips

Mutual fund products can help you to accumulate money to pay for long term goals. You can be a regular saver in these to ensure that you remain on track to your goals.

Facing the dilemma of debt or equity - try hybrid funds

Investing in hybrid funds can help avoid the hassles of investing separately in both debt and equity. It brings together the growth offered by equities and safety offered by debt instruments.

Hybrid Funds- Know them before making a choice

Hybrid Funds- Know them before making a choice

Ready reckoner for those who want to invest in debt MFs

The Union Budget has increased the period of holding for debt funds from the existing 12 months to 36 months, in order to classify the fund as long-term for purposes of computation of capital gains tax.

Equity Mutual Funds soar as markets end higher

Equity mutual funds soar for second day of the week owing to positive market momentum. Debt funds, however, succumb under pressure on fears of rupee depreciation.

Hybrid funds: Suitable choice for medium term investor

Amid present volatile market, equity fund investor seems to be re- examining his decision of investing in this asset class. Though it is well known that equity usually delivers in the long term, read this space to know what does an average investor do in pursuit of securing better and tax efficient returns as compared fixed income securities.

Equity NAVs end mixed amid volatile market

Equity Mutual Funds closed with mixed returns while debt funds advanced in the volatile market condition.