Aggressive Hybrid Fund: Striking a Balance between Risk and Return
Statement of purpose: Our goal is to help investors find a way to strike a balance between the safety of debt funds and the potential for higher returns in equity funds.
End goal: To achieve the status of the top aggressive hybrid fund by maintaining a higher equity allocation compared to other hybrid funds.
Main features and benefits of an Aggressive Hybrid Fund:
Invitation to act:
Explore further to learn how Money Marché helps investors to find a balanced investment approach by combining the growth potential of equities with the stability of debt instruments.
About Money Marché Aggressive Hybrid Fund:
Money Marché Aggressive Hybrid Fund aims to provide investors with a combination of both growth potential and income stability, by investing a major chunk of funds in equities and a smaller part in debts.
What are Aggressive Hybrid Funds and Aggressive Hybrid Mutual Funds?
Aggressive hybrid funds, also known as balanced hybrid funds, are a category of mutual funds that invest in a mix of equities and debt instruments. These funds aim to strike a balance between growth and stability by allocating a significant portion of their assets to equities while also holding a portion in debt securities.
A Background and History:
Money Marché Aggressive hybrid funds offer a balanced investment approach by combining the growth potential of equities with the stability of debt instruments. It has an impressive history of building strong relationships, understanding individual needs, and fostering trust through personalized service.
Fund managers and their Expertise:
Our team’s expertise and experience are at the heart of our approach. Guided by financial professionals, we aim to provide well-informed advice and strategic guidance about investing in Aggressive Hybrid Funds.
Instructions to invest:
Aggressive Hybrid Funds invest a significant portion of their assets in equities (stocks) to provide the potential for capital appreciation, while also allocating a portion to debt securities to offer some stability and income generation.
Investment Beliefs
- Funds investment approach:
According to S.E.B.I guidelines, equity allocation in these funds typically ranges from 65% to 80% of the total portfolio, while debt allocation ranges from 20% to 35%.
- The Fundamental Values and Principles:
Our primary goal is to give investors confidence and transparency in working and often extend several commitments when offering Aggressive Hybrid Funds. These commitments are designed to align with the investor’s goals, risk appetite, and the fund’s investment strategy.
Risk Management Plans:
We are committed to serving our clients diligently beginning by conducting a comprehensive risk assessment. This evaluation involves understanding the investor’s risk tolerance, investment horizon, and financial goals.
Long-term ambitions and desired results:
Investing in Aggressive Hybrid Funds requires a long-term perspective. We are committed to recommending to our clients that these funds are not meant for short-term gains. Instead, they seek to create value over the medium to long term by participating in market upswings while cushioning the impact of market downturns.
Detailed Investment Strategies:
Our investment strategy is to assess our client’s financial goals, risk tolerance, and investment horizon before considering aggressive hybrid funds as part of their portfolio.
Types of Assets Targeted:
Money Marché offers one of the Best Aggressive Hybrid Mutual Funds schemes to investors. To determine the best aggressive hybrid funds in India are:
- We conduct thorough research on market conditions and the effect it has on equities.
- We check the expense ratio, as lower fees can contribute to better aggressive hybrid funds returns over time.
- Also, we offer to review the fund’s historical volatility and how it has performed during market downturns.
Asset allocation strategy:
We try to understand the fund’s approach to asset allocation. Funds that have a track record of effectively managing the equity-debt mix to capitalize on market opportunities while managing risk are usually favorable.
Benefits of Aggressive Hybrid Funds with Money Marché:
Money Marché helps you choose the top aggressive hybrid funds by providing many services. Some of them are:
Why should you trust Money Marché with your valuable assets?
Contact Us
- HS-1, Unit 5B, Kailash Colony, New Delhi 48
- +91-8506088996
- investments@moneymarche.com
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You can learn more from our asked questions
Aggressive hybrid funds typically invest around 65% to 80% of their portfolio in equities and the remaining 20% to 35% in debt instruments. This allocation can vary based on the fund's strategy and market conditions.
The primary objective of aggressive hybrid funds is to provide a combination of capital appreciation through equity investments and stability through debt investments. They aim to generate relatively higher returns compared to conservative funds while managing risk.
The debt allocation in aggressive hybrid funds helps manage risk by providing stability during market downturns. When equity markets are volatile, the debt component can cushion the impact on the overall portfolio's value.
Yes, aggressive hybrid funds can provide regular income through dividend distributions and interest payments from the debt portion of the portfolio. However, the amount and frequency of dividends can vary based on market conditions and the fund's strategy.
Aggressive hybrid funds have the potential to generate returns that outpace inflation over the long term due to their equity exposure. However, it's important to note that past performance is not indicative of future results, and market conditions can impact returns.
Yes, aggressive hybrid funds are actively managed by professional fund managers who make investment decisions based on market conditions and the fund's objectives. You should always approach investment companies who have good track records like Money Marché.
