Equity Hybrid Funds

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Hybrid Funds are balanced funds and they can be equity oriented or debt oriented.In hybrid funds asset allocation between equity and debt is adjusted periodically .So in rising market,equity profits are booked and put in debt and in falling markets equity investments are added and debt is reduced.This smoothens out the volatility which is associated with equity investments without compromising on returns much.

https://www.motilaloswalmf.com/Camp...reative=538x295&placement=MFHP&utm_device=Web

Motilal Oswal MF has come out with equity hybrid Fund with provision of SWP in built.I have posted the information on this concept and there is a good presentation for people to understand this concept.

There were many questions in our forum on MF investment for steady returns ,Balanced funds,SWP ,taxation and the information on this NFO will be useful to people looking for such investment avenues.

Posted only for information.

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[Smart_trade]

Some mutual fund schemes which have performed well on last 5 years holding period are as under :

Here I have taken funds which have trippled its one time investment done 5 years ago...so Rs 1 Lakh invested have become atleast Rs 3 Lakhs.

SMALL CAP FUNDS

1) Reliance Small Cap Fund...............4.94 X
2) SBI Small Cap Fund .......................4.69 X
3) Franklin India Small Companies Fund .....3.64 X
4) Aditya Birla Small Cap Fund ........3.39 X

Mid Cap Funds

1) L & T Midcap Fund ..................3.79 X
2) Kotak Emerging Eq Scheme.....3.76 X
3)HDFC Midcap Oppor.Fund .......3.54 X
4) Franklin India Prima Fund ......3.29 X

Large and Midcap Funds

1) Canbank Robeco Emerging Eq Fund ... 4.30 X
2) Mirae Assets Emerging Eq Fund ...........4.24 X

ELSS Taxsaving Funds

1) Axis Long Term Fund .........3.15 X
2)Birla Sunlife Tax relief 96 Fund Growth....3.01 X

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