What are Hybrid Mutual Funds | Types of Hybrid Mutual Funds Explained | Kirtan Shah CFP

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  • เผยแพร่เมื่อ 4 ก.พ. 2025

ความคิดเห็น • 63

  • @haneshnarang
    @haneshnarang 8 หลายเดือนก่อน +1

    The most comprehensive Video on Hybrid funds. Well done.

  • @dr.riteshchhabra3611
    @dr.riteshchhabra3611 ปีที่แล้ว +3

    Much needed video Kirtan as I am looking for investing in hybrid funds for tax efficient fixed income..As U explained these are not FD alternatives but still In your view which is better arbitrage or equity savings fund for this purpose..

  • @parthasarathidey5107
    @parthasarathidey5107 ปีที่แล้ว +3

    Very very good video to understand ing of mutual fund

  • @vego6169
    @vego6169 ปีที่แล้ว +2

    Great , now I know it’s better to invest in Arbitrage funds than liquid funds

  • @Svarma118
    @Svarma118 ปีที่แล้ว +3

    You are doing a good job. This video has really been informative for me. Keep it up.

  • @chandrakanthagarwal1174
    @chandrakanthagarwal1174 ปีที่แล้ว +3

    What a great video sir. You earned a fan. 🙏🏽

  • @AnkurMankad
    @AnkurMankad 8 หลายเดือนก่อน +1

    This explanation is real gold!

  • @abrahamanand84
    @abrahamanand84 ปีที่แล้ว +3

    Great content sir and wonderfully explained.. Thank you for taking all the efforts to educate us all.. Looking forward to the next videos in this series

    • @fpaedutech
      @fpaedutech  ปีที่แล้ว +2

      Keep motivating us and we will continue :)

  • @madhurgundecha
    @madhurgundecha ปีที่แล้ว +2

    Very crisp and informative. Thanks a ton.

    • @fpaedutech
      @fpaedutech  ปีที่แล้ว

      Thank you so much. I am glad you found it useful

  • @divyathummar6063
    @divyathummar6063 ปีที่แล้ว +3

    Thank you... For information 👏

  • @shridharbendi9087
    @shridharbendi9087 9 หลายเดือนก่อน +2

    Nicely explained 👌...

  • @whories72jannah46
    @whories72jannah46 7 หลายเดือนก่อน +1

    Very informative

  • @abhishekporwal1673
    @abhishekporwal1673 ปีที่แล้ว +2

    Very informative video...i am a big fan of you sir🙏

    • @fpaedutech
      @fpaedutech  ปีที่แล้ว

      Thank you so much 🙏

  • @amitabhbanerji7256
    @amitabhbanerji7256 ปีที่แล้ว +2

    Thanks a lot Kirtan. I consider you to be the gold standard of mutual fund analysts. One question from a retired investor, can we go in for 1 active and 1 index fund in each category ( Large, mid and small caps) to cover for the volatalities of the former and give more stability to the portfolio?

    • @fpaedutech
      @fpaedutech  ปีที่แล้ว +1

      Thank you so much for the appreciation. For large caps I would surely suggest go for Flexi + Index. For Mid & Small I am an advocate for Active

  • @SubhashK2
    @SubhashK2 11 หลายเดือนก่อน +2

    Excellent

    • @fpaedutech
      @fpaedutech  11 หลายเดือนก่อน

      Thank you

  • @RahulDutta927
    @RahulDutta927 3 หลายเดือนก่อน

    Thank you 🙏

  • @ushrocks
    @ushrocks ปีที่แล้ว +2

    Thanks a ton Kirtan.... very useful information.

    • @fpaedutech
      @fpaedutech  ปีที่แล้ว

      Glad you found it useful

  • @pranju4u22
    @pranju4u22 10 หลายเดือนก่อน +1

    Sir as u say in the video for BAF/DAAF allocate fixed income portion of ur portfolio
    On that note my question is can you do Lumsum investment in BAF/DAAF like we do in debt funds or SIP needed like we do in pure equity funds? 🤔

  • @bipinchandradandawate7462
    @bipinchandradandawate7462 ปีที่แล้ว +1

    very nicely explained

    • @fpaedutech
      @fpaedutech  11 หลายเดือนก่อน

      Thank you :)

  • @sujitsingasane8691
    @sujitsingasane8691 ปีที่แล้ว +3

    Thanks Kirtan, I have seen all 3 videos. Very informative. One question in the hybrid category, is there any restriction on fund managers to invest within Equity into Large, mid or Small? Because, if the fund manager invests all portion of equity into a small cap, the overall fund may become risky.

    • @fpaedutech
      @fpaedutech  ปีที่แล้ว

      Thank you for your positive feedback. The Equity investment in hybrid is theoretically flexicap which means can be done anywhere but it is still large cap for all practical purpose

  • @durgakamat3354
    @durgakamat3354 ปีที่แล้ว +1

    Nicely explained

  • @sc7783
    @sc7783 9 หลายเดือนก่อน

    Thanks for this, Kirtan! Please make a video on fixed income funds too and how to move funds from equity to fixed income before withdrawal 🙏

  • @jagadishbewoor3247
    @jagadishbewoor3247 6 หลายเดือนก่อน

    Thanks for worth information.Kindly explain SWP in lumpsum investment in mutual fund, And you given good information about hybrid M F

  • @atulsharma2161
    @atulsharma2161 ปีที่แล้ว +3

    Please add taxation also with each video

    • @fpaedutech
      @fpaedutech  ปีที่แล้ว

      That’s the next video

  • @deeprajmitra8415
    @deeprajmitra8415 10 หลายเดือนก่อน +1

    Kuch achche funds bhi recommend kijiye please along with each video.

  • @Zaheer_Sayed_ACCA
    @Zaheer_Sayed_ACCA ปีที่แล้ว +3

    Much needed video

  • @smitajoshi5211
    @smitajoshi5211 ปีที่แล้ว +2

    Thank you Kirtan for this informative video but please can you also give us some good funds for each class as well and investments across this according to age and goals

    • @fpaedutech
      @fpaedutech  ปีที่แล้ว

      The problem is there is no one solution for all. So want to avoid taking names. I will help you build a portfolio with names before the series ends

    • @smitajoshi5211
      @smitajoshi5211 ปีที่แล้ว

      Thank you

  • @kumars352
    @kumars352 ปีที่แล้ว +2

    Well informative sir .... i have one questions from you ? Nippon india multiasset fund is comes under which taxation ? pls to clarify

    • @fpaedutech
      @fpaedutech  ปีที่แล้ว +1

      Just wait this weekend out, making a separate video on taxation.

    • @kumars352
      @kumars352 ปีที่แล้ว

      Noted sir ... Thanks @@fpaedutech

  • @shyamk4257
    @shyamk4257 ปีที่แล้ว +3

    Thanks for sharing

    • @fpaedutech
      @fpaedutech  ปีที่แล้ว

      Glad you found it useful

  • @madankulkarni1715
    @madankulkarni1715 ปีที่แล้ว +1

    As per sheet, Edelweiss multi asset fund is not satisfying multiasset condition of 10% in 3 asset . Pl clarify..

    • @fpaedutech
      @fpaedutech  ปีที่แล้ว

      It’s an average that’s required and hence the monthly average will

  • @sh-qj5ss
    @sh-qj5ss ปีที่แล้ว

    Hi sir , fund of fund investment better or multi asset better ??

  • @bhawanasingh2036
    @bhawanasingh2036 ปีที่แล้ว +1

    Very nice explanation😊🎉. One question from my side that how can i join your whatsApp community?

    • @fpaedutech
      @fpaedutech  ปีที่แล้ว

      Here’s the link to join - chat.whatsapp.com/Lh6SDz4Tyk4E6mWXKQ5wNY

  • @shanthimurugan9981
    @shanthimurugan9981 10 หลายเดือนก่อน

    As an investor, how can I choose a multi asset fund which will have 65% equity ? The fact sheet does not show the 12 month rolling fund allocation for equity for multi asset scheme.... For eg, quant MAF alloted around 60% in equity in last quarter but has 70%+ in equity this quarter... Now how will I get indexation benefit for my investment?

  • @nandatirodkar8712
    @nandatirodkar8712 7 หลายเดือนก่อน

    For swp, which type of hybrid funds, will u suggest? I want to withdraw @10%

  • @Manishsharma-zh4qb
    @Manishsharma-zh4qb ปีที่แล้ว

    My son age is 25 years and wants to invest SIP for 15 years almost 1 lac per month. Suggest MF scheme considering objective is wealth creation in line with growing economy of India as country.

    • @fpaedutech
      @fpaedutech  ปีที่แล้ว

      th-cam.com/users/shortsGg3FvC2aDxI?si=YV6nAFCUJUYkizUJ

  • @maheshmoharir9314
    @maheshmoharir9314 9 หลายเดือนก่อน +2

    सीधी बात नो बकवास

  • @pappuyadav5924
    @pappuyadav5924 ปีที่แล้ว

    SIR HINDI ME VEDIO BANAYE

  • @tanushrisingh1839
    @tanushrisingh1839 ปีที่แล้ว +1

    👏🫶