Best Funds During Bull Runs?

In this video, we dive deep into the world of Aggressive Hybrid Funds, a category that balances the power of equity and stability of debt to offer investors optimized returns with reduced risk. We begin with a simple example to demonstrate how asset allocation works in protecting your portfolio when markets fall, and how these funds leverage that strategy. We’ll then examine the top three funds in this category: SBI Equity Hybrid, ICICI Prudential Equity and Debt, and HDFC Hybrid Equity Fund, which collectively control nearly 62% of the total AUM in the space.

Chapters

00:00 Introduction
01:23 BEST FUNDS DURING BULL RUNS?
02:16 ANALYSING INVESTMENT STYLE
06:10 HOW THESE FUNDS MANAGE DEBT INVESTMENTS
10:25 PERFORMANCE ANALYSIS
16:07 CONCLUSION

Link to asset allocation video: https://youtu.be/LjenTXf-7eQ?si=fNLW_3Iok8nHx0EC
Link to balanced advantage funds analysis: https://youtu.be/2uDGUlMWblA?si=56kmj97GhByl5yr0

Видео Best Funds During Bull Runs? канала ET Money