Hybrid funds: Investors with low equity exposure can look at hybrid funds for higher returns


Equity savings funds typically invest 10-25% of their portfolios in equity with the balance in debt and arbitrage given investors the benefit of equity taxation.

Synopsis

Financial planners advise allocating 20% of portfolio to a mix of equity savings, balanced advantage and aggressive hybrid schemes

Mumbai: Dwindling returns from high-quality fixed income funds are making many conservative investors add equity to their portfolios through allocation to hybrid funds.

Financial planners believe investors with a risk appetite can allocate 20% of their portfolio to a mix of such equity savings, balanced advantage and aggressive hybrid schemes.

“Mutual fund schemes that hold only AAA rated paper will give investors not more than a 5% return

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