Home
Pros & Cons Of Conservative Hybrid Funds
Pros & Cons Of Conservative Hybrid Funds
Pros & Cons Of Conservative Hybrid Funds
Pros & Cons Of Conservative Hybrid Funds
- The video is a discussion about the conservative hybrid fund category in mutual funds.
- The host has two experts on the show, George Heber Joseph (CEO of IIFL Mutual Fund) and Rushabh Desai (Founder of Roongta Securities).
- George explains that the conservative hybrid category is a less volatile category that benefits investors with taxation and a stable, steady return generating product profile.
- Rushabh, however, is not a big fan of this category as he believes it is poor in risk mitigation due to the combination of two asset classes that work in different ways.
- Both experts discuss whether conservative hybrid funds are appropriate for investors who prefer static allocation.
- George mentions that their product addresses concerns about static allocation and has taken these points into account.