When a fund invests more in equity, it is called an equity -
oriented hybrid fund.
For the debt -
oriented hybrid fund, the tax treatment is similar to a debt fund.
If you are a first time investor or a moderate risk taker, a balanced fund or an equity -
oriented hybrid fund offers a great opportunity to take exposure to debt and equity in just one fund.
Dear Alok, You may consider investing in Debt -
oriented hybrid funds or MIPs.
Balanced funds are equity -
oriented hybrid funds that invest at least 65 % of their assets in equities.
(I do nt think demonetization is primary reason) If the rates are going to be stable, the returns generated by debt funds or Debt
oriented hybrid funds may not be as good as they were during the last 2 to 3 years.
I want to invest in «New» equity
oriented hybrid funds with an investment horizon of 3 to 5 years.
Not exact matches
Reliance Retirement
fund has two options — Wealth creation option (the equity
oriented hybrid plan of the
fund) and Income Generation option (the debt
oriented plan of the
fund).
Dear Govindarajan, If
hybrid fund is equity
oriented plan then the redemptions are not taxable after 5 years.
HDFC Balanced
Fund — Growth — Direct — 5000 Rs (
Hybrid — Equity
Oriented — 3 to 5 yrs) 3.
Best Monthly Income Plan Background of Monthly income plan Monthly Income Plan or the MIP is basically a debt -
oriented hybrid mutual
fund where nearly three - fourth of the corpus is invested...
Monthly Income Plan or the MIP is basically a debt -
oriented hybrid mutual
fund where nearly three - fourth of the corpus is invested in debt instruments such as debentures, government securities, and the likes.
Debt
hybrid oriented funds: Kindly read below articles; Best MF MIPs.
You may consider other alternative fixed income avenues like Debt
oriented Mutual
Funds,
Hybrid Mutual
Funds, Post office MIS scheme, Post office Senior Citizen Savings Scheme, 7.75 % GoI Bonds etc.,
Considering your age and investment horizon, advisable to invest in
hybrid and / or equity
oriented funds.
Consider investing in
Hybrid - Debt
oriented mutual
fund schemes like Birla Sunline MIP Wealth 25 (G) plan.
Most of the balanced
funds are equity
oriented ones too (these are also known as
Hybrid — Equity
oriented funds).
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
If so, invest in a balanced
fund (stay invested for 5 years), you may also consider investing in a
hybrid - debt
oriented fund or MIPs (Monthly Income Plans).
Dear Paramjit, Suggest you to consider
Hybrid - Debt
oriented funds if your investment horizon is 3 - 5 years.
There are around 53
Hybrid or balanced equity
oriented funds.
Most of the
funds are
hybrid or debt
oriented funds.
These are debt
oriented /
hybrid funds, hence at max we can expect returns of around 7 to 10 % over next 3 years, hence the desired corpus may not be achievable..
Examples are: Liquid Mutual
funds, Money Market
funds, Gold
funds, Infrastructure debt
funds, MIPs, FMPs,
Hybrid funds (Debt
oriented) etc.,
Dear Giri, 1 — The mentioned
funds are
Hybrid — Equity
oriented funds.
Hybrid Equity
Oriented funds allocate 65 to 80 percent of a... Continue reading HDFC Prudence
Fund Review
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.
These
funds can further be classified as «
Hybrid — Equity
Oriented» or «
Hybrid - Debt
Oriented» based on their exposure to Equities.
A monthly income plan is a debt
oriented hybrid mutual
fund scheme that invests around 70 - 80 % of its total corpus in debt instruments such as debentures, government securities, etc..
Mutual
funds that are equity
oriented invest a major part into equities wherein the balanced
funds or
hybrid funds invest into equity and debt
fund market.