Balanced Advantage vs Aggressive Hybrid Funds: When to use what

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  • เผยแพร่เมื่อ 24 ม.ค. 2025

ความคิดเห็น • 33

  • @vbhagath
    @vbhagath 4 ปีที่แล้ว +6

    This is a great explanation on Hybrid funds! Really like your content - opinionated, simple and clear

  • @bijuldesai3097
    @bijuldesai3097 4 ปีที่แล้ว +2

    Sir you really exhibit superb analytical skill ...

  • @amolsw
    @amolsw 3 ปีที่แล้ว +5

    Quick question - How 'Aggressive Hybrid' Or 'Dynamic Asset Allocation' are going to be better choice if the investment horizon is anyways 7+ years. Isn't pure equity fund a better choice then? Thanks!

  • @rommelpeters30
    @rommelpeters30 6 ปีที่แล้ว +1

    Clearly the best explaination on you tube

  • @sayakgupta212
    @sayakgupta212 6 ปีที่แล้ว +2

    Finally a good analysis which actually helps. Keep up the good work.looking forward toward new videos

    • @jesuskenneth4318
      @jesuskenneth4318 3 ปีที่แล้ว

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    • @darrenvincenzo1198
      @darrenvincenzo1198 3 ปีที่แล้ว

      @Jesus Kenneth instablaster ;)

    • @jesuskenneth4318
      @jesuskenneth4318 3 ปีที่แล้ว

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    • @jesuskenneth4318
      @jesuskenneth4318 3 ปีที่แล้ว

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    • @darrenvincenzo1198
      @darrenvincenzo1198 3 ปีที่แล้ว

      @Jesus Kenneth No problem :D

  • @Sandeesh_Srikantam
    @Sandeesh_Srikantam 3 ปีที่แล้ว +1

    Does that mean “balance advantage fund or dynamic asset allocation” have an equity Exposure of 0-100% and the rest in debt ?

  • @psyche1468
    @psyche1468 ปีที่แล้ว +4

    Arbitrage, aggressive hybrid, low volatile balanced advantage or dynamic asset allocation funds. - invest only these types and stay out of other hybrid funds - Conclusion.

  • @rahulthakur8198
    @rahulthakur8198 4 ปีที่แล้ว +1

    Sir can u elaborate how dividend payout option of a balanced advantage fund will erode capital

  • @RestfulSlumber
    @RestfulSlumber 4 ปีที่แล้ว

    Thanks for video,please recommend which are low votality balanced advantage fund . Thanks in advance

  • @sahejg3635
    @sahejg3635 3 ปีที่แล้ว

    Sir can you advise on Icici pru.thematic advantage fund (fof) chich invest in various thematic schemes .Should I go for it .Presently 41 percent in infrastructure and rest themes with smaller allocation

  • @satheeshsengottaiyan8138
    @satheeshsengottaiyan8138 5 ปีที่แล้ว

    Dear Sir, how does monthly dividend plans of balanced advantage funds destroy wealth?

  • @balasubramanian-dk2my
    @balasubramanian-dk2my 3 ปีที่แล้ว

    Sir SBI Balance advantage fund NFO ... Need your opinion ... BAF from SBI looks interesting

  • @malcolm6455
    @malcolm6455 4 ปีที่แล้ว

    Hi nice informative video am planning to invest 30k monthly into sip for a period of 4-5 years, is Parag pareek a good option as well as is there any better option for a period of 4-5 years

  • @ashishtalyan
    @ashishtalyan 5 ปีที่แล้ว

    SWP can be also used in aggressive one but after giving 3 years of minimum time with no withdrawal.

  • @whiteroommenace
    @whiteroommenace 8 หลายเดือนก่อน

    I think the gap is there where FD tax adjusted returns are falling with almost no risk.

  • @geetarao2770
    @geetarao2770 6 ปีที่แล้ว

    Thanks for this video on hybrid funds. Can you please analyse Quantum's Multi Asset fund? They recommend investing the retirement corpus in this fund and doing a SWP.

    • @pattufreefincal
      @pattufreefincal  6 ปีที่แล้ว +2

      Don't use that as it will be taxed as a debt fund

  • @moirangthemvishalsingh
    @moirangthemvishalsingh 6 ปีที่แล้ว

    sir my brother and i am thinking of starting sip in 1 fund each ,i started in NIFTY NEXT 50(passive) and thinking of confirming my brothers sip mirae asset emerging bluechip fund(active) review for very long term

  • @KiranKumar-ns8lc
    @KiranKumar-ns8lc 6 ปีที่แล้ว

    Sbi hybrid fund good or ?

    • @pattufreefincal
      @pattufreefincal  6 ปีที่แล้ว

      I have not looked at it specifically

  • @ampileegang1933
    @ampileegang1933 6 ปีที่แล้ว

    For retirement goal that is 30 years away, what type of debt funds should I pick?

    • @safalbhavishya
      @safalbhavishya 5 ปีที่แล้ว

      Ampi Leegang 30%index fund, 30% small cap fund 40% aggressive hybrid fund

  • @enterprenureglobal7342
    @enterprenureglobal7342 5 ปีที่แล้ว

    Nicely explained

  • @kartheekvaranasi
    @kartheekvaranasi 6 ปีที่แล้ว +4

    If you dont use Aggressive hybrid funs/Balanced Advantage funds, your wealth get destroyed but we should be there in the funds for at least 5 years after that we can setup SWP from them...Please do proper analysis before suggesting to the people...

  • @dr.prakashnayak.medicalmne3258
    @dr.prakashnayak.medicalmne3258 5 ปีที่แล้ว

    Sir
    Kindly suggest me some funds for post retirement monthly income with mild to moderate risk
    Thanks

    • @pattufreefincal
      @pattufreefincal  5 ปีที่แล้ว

      Will not provide individual investment advice

  • @srinivasankrishnan8666
    @srinivasankrishnan8666 7 หลายเดือนก่อน

    Please tamil sir

  • @ampileegang1933
    @ampileegang1933 6 ปีที่แล้ว +1

    For retirement goal that is 30 years away, what type of debt funds should I pick?