Best Funds During Bull Runs?

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In this video, we dive deep into the world of Aggressive Hybrid Funds, a category that balances the power of equity and stability of debt to offer investors optimized returns with reduced risk. We begin with a simple example to demonstrate how asset allocation works in protecting your portfolio when markets fall, and how these funds leverage that strategy. We’ll then examine the top three funds in this category: SBI Equity Hybrid, ICICI Prudential Equity and Debt, and HDFC Hybrid Equity Fund, which collectively control nearly 62% of the total AUM in the space.
Chapters
00:00 Introduction
01:23 BEST FUNDS DURING BULL RUNS?
02:16 ANALYSING INVESTMENT STYLE
06:10 HOW THESE FUNDS MANAGE DEBT INVESTMENTS
10:25 PERFORMANCE ANALYSIS
16:07 CONCLUSION
Link to asset allocation video: • Do long-term investors...
Link to balanced advantage funds analysis: • Beating NIFTY 50 - How...

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28 сен 2024

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Комментарии : 69

@scitechplusexplorer2484 4 часа назад

If investing for 15-20 years, 60-70% in Small and Mid caps index funds, and rest in flexi cap and nasdaq100 index fund will give huge returns and generate wealth. The hybrid funds, balanced advantage fund, etc are for those, who have low risk appetite. Or if they get scared of seeing bloodbath in market and their PF in red.

@suraj0023 44 минуты назад

If someone wants to build a mutual fund portfolio, say wants to invest 1 lac per month for next 15 years. How to build the overall portfolio and which funds to select?

@manojsuri007 5 часов назад

I am investing in tata hybrid equity fund..Happy with the fund giving 13 percent plus returns in the last 10 years.

@hakim5939 4 часа назад

When you had time horizon of 10 years you could have invested in pure equity funds even Nifty 50 or Sensex Index would have given better returns.

@manojsuri007 4 часа назад

@@hakim5939 I have already done that and taken more risk with my other funds. This one gives me stability.

@buddy257 Час назад

@@hakim5939 Completely agree. And also if you are of young age, you may take good risk. This is the time.

@psuresh444 3 часа назад

I think hybrid funds are useful for those already reached their financial goals other wise pure equity funds would be better.

@Utubes-100M Час назад

Best for swp

@nagarjunayt 18 минут назад

For regular income through SWP, conservative hybrid funds are better, but the challenge would be taxation. The risk is higher with aggressive hybrid funds for SWP when there's a downside

@Utubes-100M 15 минут назад

For swp should have long term investing then only it’s worth to do swp

@athreyaabhijith 5 часов назад

ICICI Pru Equity & Debt Fund is a hidden Gem! Thanks for covering this category.

@peshype7172 5 часов назад

Yes.. I’ve already Invested 1 Lakh rupees in it.. This fund has almost 30% debt allocation but still surprisingly it beats full equity active large cap fund.. Icici Pru Equity & Debt Fund is one of my favourite fund 🤗❤️

@darkprince5935 5 часов назад

Expenses ratio is high 😢

@peshype7172 5 часов назад

⁠@@darkprince5935bro, 0.98 expense ratio seems expensive but check that fund’s performance.. it’s superior.. When a fund’s performance is superior then don’t think about expense ratio.. This fund beats actively managed pure large cap fund and Nifty 50 consistently with a good margin.. So, think about it again 🤗

@johnmoses2293 4 часа назад

@@darkprince5935 Yes, this would eat away good chunk of your returns in the long run.

@Jyyo 4 часа назад

you are literally beating the index by 5-10% and you are worried about .8% 🥲

@sudeeptapanda4876 4 часа назад

Edelweiss aggressive hybrid fund is an underrated fund.

@manorakhee 2 часа назад

Yes. In fact even edelweiss balanced advantage fund is also a great option.

@RanjeetMD Час назад

@@manorakheeI am also investing in it.

@mukundmahadik6478 5 часов назад

Hello Sir, Is this all fund comes under tax saver fund ?

@Jyyo 4 часа назад

Nope, don’t invest in tax fund with the new tax implications

@karanamindrasenarao3288 11 минут назад

icici equity debt fund is most suitable for conservative investor.

@deveshmaheshwari6598 11 минут назад

excellent vdo. I know because i am a big investor of my portfolio in hybrid funds.

@vigneshpalanivel4973 31 минуту назад

U have missed Quant Absolute Fund, which is the clear out performer over ICICI Prudential in terms of Rolling Returns 3, 5, 7 yrs

@Utubes-100M Час назад

SBI hybrid is performing very poorly in this category

@dilipsahi883 4 часа назад

Please compare these with Quant Absolute aggressive fund. It is performing much better.

@TheMarineloveable 26 минут назад

Although I find ET money video a are very educative but some times I feel your analysis of funds in fund churning ratio is not correct . Fund Manager doing low ration is better which is never correct my opinion and recheck these with finds having high churning ratios

@RanjeetMD 58 минут назад

More risk doesn't always translate into more returns. High risk high reward philosophy is well suited for those who have no loans and the investments that they are doing are mostly not withdrawn for really long time. How many had the heart to look at their portfolio during 2020? Do not let the recent returns fool you. Aggressive hybrid funds could be used as only fund by the low risk taking people and as core fund by the moderate risk takers with a midcap fund. There is nothing wrong in being cautious. Those who believe in small cap wonders can safely ignore it.

@buddy257 Час назад

Hi, Thanks a lot for sharing. I was looking for an option during this time.

@abhi4frnz25 5 часов назад

Very well Explained. Please keep up the good work and bring more such videos.

@ketansompura8095 4 часа назад

Thank you. Can you please make a video on rebalancing within equity since valuations of all the three market caps keep varying. If I want to do a lumpsum sum in midcap for long term, right now its not the right time as valuations are high, so is it better to invest in large cap and then move the mid cap or invest in liquid fund and then move to mid caps when their valuations are lower.

@mandarp9472 4 часа назад

The most important thing to note is market is unlikely to fall more than 15% unless there is a nuclear war or severe pandemic where millions of people can die across the world in few months of time or economy of United States collapses completely.

@preetamshetty6679 Час назад

Brilliant research and video ❤

@mahendrasinhzala5189 3 часа назад

Thank you for best all three funds analysis.

@abhishekchatterG 5 часов назад

Kitne funds hain baba. Kya karun 😂

@peshype7172 5 часов назад

If you want Large cap fund in your portfolio then it’s better to go with Icici Pru Equity & Debt fund, rather than any other pure large cap fund.. Icici has better downside protection & it’s return is also superior

@knayak6062 Час назад

Bech daalo. Sirf achche 4-5 rakho.

@hpjoshi8120 3 часа назад

Great analysis.

@bhupi1486 4 часа назад

Thanks ❤

@rhondamonica-o8w 4 часа назад

I just have to applaud your content man, well done. at least from $18k to $75k plus profit weekly and it was incredibly insightful, Can't stress enough how helpful experts in this field are!

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@DarrenMulcahy-v2i 4 часа назад

Successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional.

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@AlmasmartRix 4 часа назад

It's important to have a well-thought-out strategy and not make impulsive moves based on short-term market fluctuations. Patience and a long-term perspective are key. You should consider a market expert to guide you.

@Mindfookfilms 2 часа назад

I don't see any logic in hybrid funds. Why would I park my money in bonds through an active MF and count a hefty expense ratio against it when I can very well park that money in a short term FD with maybe marginally higher and guaranteed interest rate? Just allocate your asset yourself in fixed income schemes, gold, real estate etc and what you feel comfortable with i.e. the remaining invest directly in equity MF. This way one is already safeguarding their margin of loss. Do some work yourself. Zero logic in hybrid funds unless you are a retired person or the AMC and their spokespersons themselves.

@knayak6062 Час назад

Biggest advantage is CG tax you pay when you invest in debt directly. Hybrid funds are treated like equity and hence taxed at lower rate.