Key Points
While the investors who invested into key benchmark index must be laughing their way to the bank as Nifty50 gave a handsome return of 30 percent in fiscal 2024, investors of mutual funds are not far behind..
However, the size of returns earned by mutual fund investors is contingent on the scheme and category they opted for. ..
In this variant of hybrid mutual funds, allocation to equity & equity related instruments hovers between 10 to 25 percent while the remaining assets are invested in debt instruments (i.e., 75 to 90 percent)..
As we can see in the table above, the top performing conservative hybrid funds have given a return in the range of 14-17 percent in the past one year i.e., fiscal 2023-24...
This variant of hybrid mutual funds tends to invest a high allocation in equity which is anywhere between 65 to 80 percent while the remaining assets (25 to 35 percent) are invested in debt instruments..
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