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Aggressive hybrid funds suit moderate-risk investors with long-term goals

Such funds are not entirely immune to volatility due to their considerable equity allocation

aggressive hybrid funds, mutual funds, equity, debt, retirement planning, long-term goals, investment strategy, portfolio stability, systematic withdrawal plans, moderate risk investors
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Investors having a moderate-risk profile can use these funds in their retirement portfolios

Sarbajeet K Sen Mumbai

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With markets being volatile over the past year, many investors are seeking solutions that combine the benefits of equity exposure for long-term wealth building while also mitigating volatility. Aggressive hybrid funds fit the bill well.
 
Over the past year, the Sensex has fallen 3.9 per cent, largecap funds have lost 5.2 per cent, and flexicap funds have declined 5.6 per cent. Aggressive hybrid funds have done a better job than the frontline index and diversified-equity categories by losing only 1.4 per cent.
 
“Markets have been quite volatile in the past year. Aggressive hybrid funds are better positioned to navigate such