Watch this Investors' Hangout as we explore the world of hybrid funds: Aggressive Hybrids VS Balanced Advantage VS Multi-Asset Funds.
Listen to Dhirendra Kumar as he compares their structures, strategies, tax treatment and suitability in a volatile market environment.
Whether you're a novice investor or a seasoned professional, this session will provide valuable insights into which hybrid fund might best fit your financial goals during these dynamic times.
Be it queries related to mutual funds, stocks, or tax-saving investments, Value Research [ Ссылка ] will answer all of them. Feel free to post your query on [ Ссылка ].
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Here are the key takeaways:
- Aggressive Hybrid Funds: Invest up to 75% in equity and the remainder in fixed income.
- Balanced Advantage Funds: Employ a dynamic strategy to adjust equity and debt allocations based on the fund house's philosophy.
- Multi-Asset Funds: Distribute investments across at least three asset classes, such as equity, debt, gold, and real estate, ensuring a minimum of 10% in each.
- Taxation: Both aggressive hybrids and most balanced advantage funds are equity-oriented and taxed based on investment duration. Multi-asset funds are taxed as equity or debt funds depending on whether their equity allocation exceeds 65% over the past year.
- If market volatility concerns you, opt for aggressive hybrids for long-term stability or choose balanced advantage funds for medium-term investments.
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Chapters:
00:04 Introduction
00:33 Equity funds vs Hybrid funds for beginners
01:58 Aggressive Hybrid Funds vs Balanced Advantage Funds vs Multi-Asset Funds
05:42 Out of Aggressive Hybrids, Balanced Advantage and Multi-Asset Funds, which is better in terms of diversification and risk management?
07:37 How are Aggressive Hybrids, Balanced Advantage and Multi-Asset Funds taxed?
08:33 Which is the best hybrid fund in the current market conditions?
09:36 Viewer's question - I got Rs 3 crore of insurance money after my husband. I want to invest that money in flexicap, midcap and smallcap funds. So, is it okay to park that money in liquid funds
and do an STP from there? Should I park this money in a Balanced Advantage Fund and plan a Systematic Withdrawal?
11:12 Key Takeaways
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