What are Hybrid Mutual Funds | Types of Hybrid Mutual Funds Explained | Kirtan Shah CFP

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This video will help you understand everything you need to know about Hybrid Mutual Fund categories.
#HybridFunds #Investing #AssetAllocation #MutualFunds #FinancialPlanning #Diversification
#HybridInvesting #BalancedFunds #InvestmentStrategy #portfoliomanagement #fpa #kirtanshah #kirtanshahcfp #kirtanashah #financialplanningacademy #cfa #acca #cma #cfp #rachnaranade #akshatshrivastava #pranjalkamra
Mutual Fund video series link -
(a) Types of Mutual Funds Explained I Equity Mutual Fund Categories Explained:- rb.gy/n1w5cm
(b) Debt Mutual Fund Categories Explained | Types of Mutual Funds Explained:- rb.gy/bd2ie6
Company & Personal Details,
(a) Visit Financial Planning Academy (FPA) Website: fpa.edu.in
(b) Visit Kirtan Shah's Social Media Handles:- linktr.ee/kirtanshah
Email ID:- kirtan@fpa.edu.in
(c) Visit FPA's Social Media Handles:- linktr.ee/fpaindia

Опубликовано:

9 июл 2024

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Комментарии : 61

@haneshnarang Месяц назад

The most comprehensive Video on Hybrid funds. Well done.

@dr.riteshchhabra3611 6 месяцев назад

Much needed video Kirtan as I am looking for investing in hybrid funds for tax efficient fixed income..As U explained these are not FD alternatives but still In your view which is better arbitrage or equity savings fund for this purpose..

@vego6169 7 месяцев назад

Great , now I know it’s better to invest in Arbitrage funds than liquid funds

@FinancialPlanningAcademy 7 месяцев назад

I am glad :)

@AnkurMankad Месяц назад

This explanation is real gold!

@shridharbendi9087 2 месяца назад

Nicely explained 👌...

@whories72jannah46 28 дней назад

Very informative

@parthasarathidey5107 6 месяцев назад

Very very good video to understand ing of mutual fund

@FinancialPlanningAcademy 6 месяцев назад

Thank you so much

@divyathummar6063 6 месяцев назад

Thank you... For information 👏

@FinancialPlanningAcademy 6 месяцев назад

Most welcome

@sc7783 2 месяца назад

Thanks for this, Kirtan! Please make a video on fixed income funds too and how to move funds from equity to fixed income before withdrawal 🙏

@amitabhbanerji7256 7 месяцев назад

Thanks a lot Kirtan. I consider you to be the gold standard of mutual fund analysts. One question from a retired investor, can we go in for 1 active and 1 index fund in each category ( Large, mid and small caps) to cover for the volatalities of the former and give more stability to the portfolio?

@FinancialPlanningAcademy 7 месяцев назад

Thank you so much for the appreciation. For large caps I would surely suggest go for Flexi + Index. For Mid & Small I am an advocate for Active

@madhurgundecha 7 месяцев назад

Very crisp and informative. Thanks a ton.

@FinancialPlanningAcademy 7 месяцев назад

Thank you so much. I am glad you found it useful

@chandrakanthagarwal1174 7 месяцев назад

What a great video sir. You earned a fan. 🙏🏽

@FinancialPlanningAcademy 7 месяцев назад

Thank you so much

@Zaheer_Sayed_ACCA 7 месяцев назад

Much needed video

@FinancialPlanningAcademy 7 месяцев назад

Thank you

@SubhashK2 4 месяца назад

Excellent

@FinancialPlanningAcademy 4 месяца назад

Thank you

@abrahamanand84 7 месяцев назад

Great content sir and wonderfully explained.. Thank you for taking all the efforts to educate us all.. Looking forward to the next videos in this series

@FinancialPlanningAcademy 7 месяцев назад

Keep motivating us and we will continue :)

@Svarma118 7 месяцев назад

You are doing a good job. This video has really been informative for me. Keep it up.

@FinancialPlanningAcademy 7 месяцев назад

Thank you so much

@atulsharma2161 7 месяцев назад

Please add taxation also with each video

@FinancialPlanningAcademy 7 месяцев назад

That’s the next video

@ushrocks 7 месяцев назад

Thanks a ton Kirtan.... very useful information.

@FinancialPlanningAcademy 7 месяцев назад

Glad you found it useful

@bipinchandradandawate7462 5 месяцев назад

very nicely explained

@FinancialPlanningAcademy 4 месяца назад

Thank you :)

@shyamk4257 7 месяцев назад

Thanks for sharing

@FinancialPlanningAcademy 7 месяцев назад

Glad you found it useful

@durgakamat3354 6 месяцев назад

Nicely explained

@FinancialPlanningAcademy 6 месяцев назад

Thank you so much

@sujitsingasane8691 7 месяцев назад

Thanks Kirtan, I have seen all 3 videos. Very informative. One question in the hybrid category, is there any restriction on fund managers to invest within Equity into Large, mid or Small? Because, if the fund manager invests all portion of equity into a small cap, the overall fund may become risky.

@FinancialPlanningAcademy 7 месяцев назад

Thank you for your positive feedback. The Equity investment in hybrid is theoretically flexicap which means can be done anywhere but it is still large cap for all practical purpose

@pranju4u22 3 месяца назад

Sir as u say in the video for BAF/DAAF allocate fixed income portion of ur portfolio On that note my question is can you do Lumsum investment in BAF/DAAF like we do in debt funds or SIP needed like we do in pure equity funds? 🤔

@abhishekporwal1673 7 месяцев назад

Very informative video...i am a big fan of you sir🙏

@FinancialPlanningAcademy 7 месяцев назад

Thank you so much 🙏

@shanthimurugan9981 3 месяца назад

As an investor, how can I choose a multi asset fund which will have 65% equity ? The fact sheet does not show the 12 month rolling fund allocation for equity for multi asset scheme.... For eg, quant MAF alloted around 60% in equity in last quarter but has 70%+ in equity this quarter... Now how will I get indexation benefit for my investment?

@sh-qj5ss 5 месяцев назад

Hi sir , fund of fund investment better or multi asset better ??

@deeprajmitra8415 3 месяца назад

Kuch achche funds bhi recommend kijiye please along with each video.

@smitajoshi5211 7 месяцев назад

Thank you Kirtan for this informative video but please can you also give us some good funds for each class as well and investments across this according to age and goals

@FinancialPlanningAcademy 7 месяцев назад

The problem is there is no one solution for all. So want to avoid taking names. I will help you build a portfolio with names before the series ends

@smitajoshi5211 7 месяцев назад

Thank you

@nandatirodkar8712 17 дней назад

For swp, which type of hybrid funds, will u suggest? I want to withdraw @10%

@madankulkarni1715 7 месяцев назад

As per sheet, Edelweiss multi asset fund is not satisfying multiasset condition of 10% in 3 asset . Pl clarify..

@FinancialPlanningAcademy 7 месяцев назад

It’s an average that’s required and hence the monthly average will

@kumars352 7 месяцев назад

Well informative sir .... i have one questions from you ? Nippon india multiasset fund is comes under which taxation ? pls to clarify

@FinancialPlanningAcademy 7 месяцев назад

Just wait this weekend out, making a separate video on taxation.

@kumars352 7 месяцев назад

Noted sir ... Thanks @@FinancialPlanningAcademy

@bhawanasingh2036 7 месяцев назад

Very nice explanation😊🎉. One question from my side that how can i join your whatsApp community?

@FinancialPlanningAcademy 7 месяцев назад

Here’s the link to join - chat.whatsapp.com/Lh6SDz4Tyk4E6mWXKQ5wNY

@Manishsharma-zh4qb 5 месяцев назад

My son age is 25 years and wants to invest SIP for 15 years almost 1 lac per month. Suggest MF scheme considering objective is wealth creation in line with growing economy of India as country.

@FinancialPlanningAcademy 5 месяцев назад

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