Aggressive Hybrid Funds Explained: Returns, Risk & Volatility

📈 Learn How to Select the Right Equity Mutual Fund from Kirtan Shah: https://www.upsurge.club/course/how-t... If you need any help in investing, you can write to us at kirtan@truvantawealth.com In this video, we take a closer look at the aggressive hybrid mutual fund category and compare it with Nifty 50 investing. While most investors use a Nifty 50 ETF or index fund for large-cap exposure, this video looks at whether a mix of equity and debt can offer a better balance between risk and returns. The video starts by explaining what aggressive hybrid funds are and how they typically invest 65-80% in equity and 20-35% in debt. It then compares the category with the Nifty 50 across different time periods, looking at returns, volatility and performance during market corrections. We also look at data from aggressive hybrid schemes with at least 10 years of history, including their performance over the last 3 and 5 years. The discussion covers why the category has been able to deliver higher average returns than the Nifty 50 in the periods discussed, while also having lower volatility. The video also looks at what happened during the COVID market fall to understand how the category behaved during a major correction. Towards the end, the video explains why the performance of individual schemes can vary significantly and why investors should not simply pick a fund based on past returns or the data shown in this analysis. The focus is on understanding aggressive hybrid funds as a category and why they may deserve more attention when building a long-term portfolio. This video is for educational purposes only and should not be considered investment advice. Please do your own research before making any investment decision. Disclaimer: The ideas, analyses, and strategies shared on this platform are for educational purposes only. They should not be interpreted as financial advice. Any decision to act on the content provided is made at your own risk. My Twitter -   / kirtanshahcfp​