Loss SD considers just the downward volatility since we are interested in knowing only the downside risk of equity oriented hybrid funds in relation to other types of funds. This mutual fund alpha is 0.98 which means it … The performance information shown represents past performance and is not a guarantee of future results. value research stable growth portfolio India reaping 'lockdown dividend' by saving lives and livelihood: Eco Survey The document further said India recognised that while GDP growth will recover from the temporary shock caused by the pandemic, human lives that are lost cannot be brought back. These funds are rated according to their five-year and three-year risk-adjusted returns. Switching: Their key advantage is the ability to switch from a high equity allocation with more aggressive growth-oriented stocks when the market is bullish to low equity allocation with more defensive stocks when the market turns bearish. For reference, the market is given a beta of 1.00. Havells India 1,131.95 111.8. The only disadvantage of having an aggressive hybrid fund in the core portfolio is that you cannot specify your equity-debt mix. Your overall cost of owning and managing your investments also comes down. Hence instead of complementing your portfolio objective, hybrid equity funds can potentially act contrary to it. Benchmarks . Stock Selector Our Stock Selector tool helps you to select a list of stocks based on index, capitalisation, sector or an industry. Looking at the compounded annual growth rate (CAGR) of 16.8% in the last 5 years of Aggressive Risk Portfolio, we see it is relatively higher, thus better in comparison to the benchmark SPY (16.8%) Compared with SPY (12.8%) in the period of the last 3 years, the compounded annual growth rate (CAGR) of 13.8% is larger, thus better. The performance of Index Aggressive Growth Portfolio depends on performance of the underlying Fidelity index funds in which it invests and asset allocation changes that may occur within the Portfolio over time. The amount that such a mutual fund invests in each asset class remains within a set minimum and maximum limit, defined by the Securities and Exchange Board of India (SEBI). As an investor you need to decide which style suits your portfolio. Your saving habit, when combined with the knowledge of investing wisely, can help you create a corpus of Rs 1 crore. It measures how much the data points are spread out in relation to the mean. Growth can be defined in several ways when it comes to investing. The core serves as the anchor to the entire portfolio, and the prerequisites for a fund that is part of it are that it should require minimum maintenance and should be able to adjust to market conditions. We'll arm you with the best research at a reasonable price to work for your investing success. Register for free or LOGIN. Equity Strategy. Aggressive growth investors can expect to see higher volatility (measured by beta) than those using a general growth strategy. Value Research Stable Growth portfolio News and Updates from The Economictimes.com. All rights reserved. The hybrid funds which we are talking about invest between 65-80 per cent in equity and the rest in debt. However sector funds are high risk and short term in nature. Such funds are best suited to investors who have a moderate risk appetite and medium-term investment horizon of at least 5 years to 7 years. Mutual Fund Insight contains information, analysis, opinion and advice on mutual funds and personal finance. Objective mismatch: An aggressive hybrid fund may have bonds of lower tenure while what may ideally suit your portfolio objective is longer-term bonds. The core of the yearbook is a detailed look at 63 funds chosen by Value Research analysts. What is a hybrid fund? Hybrid funds combine a stock component, a debt component and sometimes a money market component in a single portfolio. This is a Guest login. Active-management risk: The active-management risk can get amplified in these funds. Kotak Equity Hybrid Fund. Copyright © Value Research India Private Limited 2021. This fund has a slightly high expense ratio. The growth vs. value funds investing debate is as old as investing itself. Growth stocks may be considered aggressive investments because they tend to have relatively high risk, along with relatively higher performance, compared to the broader market indices. Long-term capital gains from equity funds, in excess of Rs 1 lakh, are taxed at 10 per cent. Diversification: These funds offer diversification in the true sense with a portfolio that contains stocks and bonds, thereby offering a blend of growth and safety. However, by law, the equity exposure has to remain between 65-80 per cent. These funds are classified into five categories by the role they play in a mutual fund portfolio. This free report will simplify the complicated world of stock investing and set your path to meaningful wealth creation, Get Free access to unlimited articles, premiumtools & exclusive content, Aggressive hybrid funds for your core portfolio | Value Research, https://www.valueresearchonline.com/stories/23275/aggressive-hybrid-funds-for-your-core-portfolio/, If you are looking for a low maintenance fund for your core portfolio, aggressive hybrid funds fit the bill to perfection. An aggressive investment strategy is a means of portfolio management that attempts to maximize returns by taking a relatively higher degree of risk. So a 5- or 4-star rated fund would mean that over the past five-year and three-year horizons these funds have given the best risk-adjusted returns in this category. 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