One of the big beneficiaries of this momentum has been the SBI Magnum Balanced Fund, which is probably the third
largest hybrid fund now.
Not exact matches
I am running my portfolio with FundsIndia and invested in 8 different
funds via SIPs (covering
LARGE, MID & SMALL CAP,
HYBRID, BALANCED, ELSS and DEBT
funds).
Liquidity - weighted and
hybrid liquidity / value - weighted strategies have the
largest break - even
fund sizes: $ 5 billion or more (relative to December 1999 market capitalization) may be invested in these momentum strategies before the apparent profit opportunities vanish.
Open - ended and Equity: Multi Cap --- Franklin India High Growth Companies
fund Open - ended and Equity:
Large & Mid Cap ---- Mirae Asset India Opportunities
fund Open - ended and Equity:
Large & Mid Cap ---- Birla sunlife frontline equity
fund Open - ended and Equity: Mid & Small Cap ---- Franklin India Smaller companies
fund Open - ended and
Hybrid: Equity - oriented ---- Tata Balanced
fund PLAN A
The
largest scheme by size is HDFC Prudence — a
hybrid equity
fund.
Icici Pru Value Discovery
Fund - Direct Growth - Diversified 6000 +12000 = 18000 17 % Franklin India Prima Plus - Direct Growth - Diversified 6000 + nil = 6000 6 % Franklin India High Growth co's
Fund - Direct Growth - Diversified 6000 + nil = 6000 6 % Tata Balanced
Fund - Direct Plan - Growth -
Hybrid 11000 +5000 = 16000 15 % ICICI Pru Focussed Bluechip Equity
Fund - Direct Growth -
Large Cap 3000 +2000 = 5000 5 % Birla Sunlife Frontline Equity - Direct growth -
Large Cap - Nil +10000 = 10000 9 % HDFC Mid Cap Oppurtunities
Fund - Direct Growth - Mid / smallCap 9000 +7000 = 16000 15 % Franklin India Smaller Companies
Fund - Direct Growth Mid / smallCap 7000 + nil = 7000 6 % DSP Blackrock Micro Cap
Fund - Direct Growth Small / Micro cap 12000 +3000 = 15000 14 % Franklin India Taxshield
Fund Elss - Direct growth - 5000 +5000 = 10000 9 %
Long term
Large Cap MF for 10 yrs Birla sl frontline equity (G)-- 3000 Long term Mid Cap MF for 10 yrs Franklin Smaller Companies
fund — 3000 Long Term Small Cap MF for 8 yrs Icici pru value discovery fund — 1500 UTI Mid-Cap — 1500 Long term Hybrid / Diversified for 8 yrs Tata Balanced Fund — 1000 Debt short term for investment Birla Sunlife MIP II Wealth 25 Plan (D)- SIP — 1000 Long term ELSS for 15 yrs Axis Long Term Equity - ELSS —
fund — 3000 Long Term Small Cap MF for 8 yrs Icici pru value discovery
fund — 1500 UTI Mid-Cap — 1500 Long term Hybrid / Diversified for 8 yrs Tata Balanced Fund — 1000 Debt short term for investment Birla Sunlife MIP II Wealth 25 Plan (D)- SIP — 1000 Long term ELSS for 15 yrs Axis Long Term Equity - ELSS —
fund — 1500 UTI Mid-Cap — 1500 Long term
Hybrid / Diversified for 8 yrs Tata Balanced
Fund — 1000 Debt short term for investment Birla Sunlife MIP II Wealth 25 Plan (D)- SIP — 1000 Long term ELSS for 15 yrs Axis Long Term Equity - ELSS —
Fund — 1000 Debt short term for investment Birla Sunlife MIP II Wealth 25 Plan (D)- SIP — 1000 Long term ELSS for 15 yrs Axis Long Term Equity - ELSS — 1000
Please include a few balanced
funds (
hybrid - equity oriented) in this study as some of them have given better returns than pure equity
funds, whether it be
large cap, multi-cap or mid-caps too over the long term.
Some have advocated for the use of this
hybrid model as a complement to a
larger strategy that puts the
larger portion of
funds to work with a simple, low expense ratio, passive index ETF.