A comprehensive exploration of aggressive hybrid funds
THE WEEK India|January 21, 2024
IN THE COMPLEX LANDSCAPE of investment options, aggressive hybrid funds stand out as a traditional choice for in vestors. These mutual funds, nestled within the hybrid scheme, predominantly invest in stocks while also incorporating a measured allocation in debt instruments. This unique blend positions them as a well-rounded investment avenue, providing a strategic mix of risk and stability.
K.C. SUNILA
A comprehensive exploration of aggressive hybrid funds

According to SEBI scheme categorisation, aggressive hybrid funds are mandated to maintain a balance, allocating between 65 per cent and 80 per cent of their portfolio to equities and related instruments. The remaining portion finds its place in debt securities. This strategic allocation strategy aims to spread investments across different avenues, mitigating risk and thereby ensuring these funds are less volatile than their pure equity counterparts.

Equity, as an asset class, bears the potential to generate long-term wealth, while debt offers stability and a steady income stream. Aggressive hybrid funds, by combining these elements, strive to deliver the best of both worlds within a single investment product. The equity portion fuels return during market upswings, while the debt component acts as a stabilising force during market downturns, offering a unique dual-role investment proposition.

この記事は THE WEEK India の January 21, 2024 版に掲載されています。

7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。

この記事は THE WEEK India の January 21, 2024 版に掲載されています。

7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。

THE WEEK INDIAのその他の記事すべて表示
Why Trump covets Greenland
THE WEEK India

Why Trump covets Greenland

There’s no denying it. Donald Trump is a prince among real estate developers, known for his pushy, winner-takes-all approach.

time-read
2 分  |
January 26, 2025
Bomb man who kept his mouth shut
THE WEEK India

Bomb man who kept his mouth shut

The best thing about Rajagopala Chidambaram, who passed away recently, was that he “could keep his mouth shut”, as his mentor Raja Ramanna wrote in his memoir, Years of Pilgrimage. No wonder, he tested six atom bombs with no CIA, ISI or satellite spy eyes getting any wiser beforehand.

time-read
2 分  |
January 26, 2025
Extreme to mainstream
THE WEEK India

Extreme to mainstream

With the recent surrender of six Naxals, Chief Minister Siddaramaiah declares Karnataka almost “Naxal-free”. The BJP is questioning his “closeness” to the far left

time-read
6 分  |
January 26, 2025
SUMMITS, SURVIVAL AND SERVICE
THE WEEK India

SUMMITS, SURVIVAL AND SERVICE

Mountaineering expeditions play a crucial role in mountain warfare training

time-read
4 分  |
January 26, 2025
EYES ON THE ICE
THE WEEK India

EYES ON THE ICE

THE INDIAN ARMY TRAINS ITS MOUNTAIN WARRIORS AT THE MACHOI GLACIER WHERE THEY LEARN ICE AND SNOW CRAFT IN SUB-ZERO TEMPERATURES. THE HIGH ALTITUDE WARFARE SCHOOL IN GULMARG PREPARES THEM FOR WARS THAT ARE DRIVEN BY TECHNOLOGY AND INTELLIGENCE. ON SNOW-COVERED BATTLEFIELDS LIKE THE HIMALAYAS, THE ARMY WANTS ITS JUNIOR LEADERSHIP TO BECOME DECISION-MAKERS AT THE TACTICAL LEVEL

time-read
10+ 分  |
January 26, 2025
Time to dream big
THE WEEK India

Time to dream big

Every year, January 12 is celebrated as National Youth Day—as homage to the birth anniversary of Swami Vivekananda, honouring his enduring teachings and visionary ideas.

time-read
2 分  |
January 26, 2025
Climbing the power ladder
THE WEEK India

Climbing the power ladder

In his latest book, T.V. Paul explores India's search for its day in the sun as a global power

time-read
2 分  |
January 26, 2025
Howdy, rowdies
THE WEEK India

Howdy, rowdies

The world is already exhausted, and Donald Trump has not even begun his second term.

time-read
2 分  |
January 26, 2025
The going gets rough
THE WEEK India

The going gets rough

It’s been a very macho fortnight

time-read
2 分  |
January 26, 2025
Eastward Ho!
THE WEEK India

Eastward Ho!

Odisha, which hosted this year's Pravasi Bharatiya Divas, is emerging as a focal point for India's Act East Policy, given the turmoil in the northeast

time-read
3 分  |
January 26, 2025