AGGRESSIVE HYBRID SCHEMES

What is the tax treatment for hybrid mutual funds?

?Most hybrid fund categories mentioned above are treated as equity funds for taxation. This means if the units are held for less than a year, the investor pays a short-term capital gains tax of 15%, while if held for more than a year, investors pay a long-term capital gains tax of 10% only.

Best aggressive hybrid mutual funds to invest in November 2024

As per Sebi norms, Aggressive Hybrid Mutual Fund 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.

ICICI Prudential Equity & Debt Fund turns Rs 10,000 monthly SIP into over Rs 3 crore in 25 years

Over the past 20 years, the scheme has delivered a 16.54% CAGR. Since its launch on November 3, 1999, it has achieved a CAGR of 15.52%. In the last decade, it has provided a CAGR of 15.57%.

Best mutual fund SIP portfolios to invest in November 2024

ETMutualFunds' 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.

Best aggressive hybrid mutual funds to invest in October 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.

26 equity mutual funds gave negative returns in September, shed up to 2%

The HDFC Defence Fund saw the biggest loss of around 2.29% during September. The Bank of India Mid & Small Cap Equity & Debt Fund gave a negative return of around 1.56%. Meanwhile, the Samco Active Momentum Fund lost around 1.30% in the past month. The Quant Tech Fund and NJ Flexi Cap Fund also gave negative returns to the tune of 1.20% and 1.19%.

Consistent performers: 53 equity mutual funds never gave negative returns since 2018

Since 2018, 53 equity and equity-oriented mutual funds have consistently delivered positive returns. Among these, arbitrage funds dominated with 18 schemes. The analysis also included large cap, aggressive hybrid, and equity savings funds. This data exercise highlights consistent performers but should not be the sole criteria for investment decisions.

Best aggressive hybrid mutual funds to invest in September 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.

Equity oriented hybrid mutual funds offer up to 5% return in August

Equity-oriented hybrid mutual funds provided returns of up to 5.25% in August, with the highest returns coming from aggressive hybrid and balanced advantage fund categories. Out of 112 funds, 109 delivered positive returns. Motilal Oswal Balanced Advantage Fund led with a 5.

Best mutual fund SIP portfolios to invest in September 2024

ETMutualFunds' 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.

Who should consider aggressive hybrid funds?

Financial planners recommended aggressive hybrid funds for first-time investors because they combine equity and debt, offering reduced volatility. The category manages ?2.19 lakh crore of assets in 31 schemes and has favorable tax treatment. These funds are ideal for conservative investors seeking automatic asset allocation and moderate risk, with a minimum five-year investment horizon.

2 hybrid mutual fund categories offer 16% return in 3 years. Time for a portfolio rejig?

Aggressive hybrid and multi-asset allocation funds delivered an average annual return of 16% over the past three years. Their performance was fueled by positive movements in equity markets, strategic stock picks, and effective debt management. Investors should consider their financial goals when selecting between these funds, with tax considerations as secondary factors.

Best aggressive hybrid mutual funds to invest in August 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.

How equity mutual funds have performed after the Budget?

LIC MF Healthcare Fund, a healthcare sector based mutual fund, offered 4.71% return in the last week. Old Bridge Focused Equity Fund delivered 4.55% return in the said period. The next four funds in the list were from the pharma and healthcare sector.

Explained: What is the difference between balanced advantage funds and aggressive hybrid funds?

Balanced Advantage Funds (BAFs) and Aggressive Hybrid Funds (AHFs) help diversify portfolios. BAFs dynamically allocate based on market conditions; AHFs invest up to 75% in equity and leverage arbitrage gains. JM Aggressive Hybrid Fund had a 54.21% return in a year; HDFC Balanced Advantage Fund, 40.87%. BAFs suit risk-tolerant investors; AHFs, conservative ones seeking moderate risk management.

Best aggressive hybrid mutual funds to invest in July 2024

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.

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.

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.

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

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.

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

Every mutual fund scheme in this category offered over 20% returns in one year