Hybrid funds: Investors with low equity exposure can look at

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


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.

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