Bhavana AcharyaAt a time when stock markets have charged ahead and worry about volatility is in the air, most conservative or moderate risk investors are told to turn to hybrid funds. The equity-debt blend helps keep returns afloat across equity and debt market cycles, goes the understanding.Within hybrid funds, though, there are six categories. Each is distinct from the other in its performance potential and risk level. All hybrid funds don’t automatically suit all investors or all time-frames. Here’s how the hybrid fund categories compare on key performance metrics.Close The hybrid categories considered here are as follows: arbitrage, equity savings, conservative hybrid, balanced advantage, and aggressive hybrid. Multi-asset allocation funds have been skipped – though they are hybrid funds, there are very few funds in this category to identify category trends; these funds also need a much longer timeframe for performance assessment and as it is new category, we do not have such a long track record. related news Personal Finance | Why a roll-down strategy of bond funds helps reduce, but not eliminate, interest rate volatility Fund review: Should you invest in Franklin India Feeder-Franklin US Opportunities Fund? Losses and volatilityHybrid funds can be used primarily for two reasons:-to… Read full this story
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