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Economic Times
an hour ago
- Business
- Economic Times
Best conservative hybrid mutual funds to invest in June 2025
iStock Conservative hybrid mutual funds invest mostly in debt and a small percent in equity. Many mutual fund advisors believe that 2025 is going to be the year of hybrid funds. Because of the uncertainties regarding the global economy and ever rising Indian stock market, advisors have been advising investors to move cautiously. In such a scenario they believe that investing in hybrid mutual funds - schemes that invest in equity and debt - may serve investors, especially new and inexperienced investors, hybrid mutual funds are the entry to the world of hybrid funds. These schemes invest mostly in debt and a small percent in equity. As per the Sebi norms, conservative hybrid schemes must invest 75-90% in debt instruments and 10-25% in stocks. These schemes are ideal for investors looking to invest a small part of their corpus in equity to earn some extra returns. Also Read | ITC and Cochin Shipyard among stocks that Quant Mid Cap Fund bought and sold in May Conservative hybrid schemes, as the name suggests, are meant for investors with a conservative risk schemes are similar to erstwhile monthly income plans or MIPs. MIPs were extremely popular at one point. They used to invest a small part of their portfolio in stocks. But their USP, as the name suggests, was regular income in the form of dividends. However, regular dividends stopped when the market got into a bad phase. That was the end of MIPs. The lesson: do not bank on hybrid funds to secure a regular income. If you are looking for regular income, it is always better to opt for a systematic withdrawal plan or SWP. However, be careful about how much you withdraw if you don't want to touch your capital. Always withdraw less than what you make if you want to preserve your you want a ready-made scheme that would help you to take a small exposure to equity, here are our recommended conservative hybrid schemes. However, you should always remember, especially if you are investing in stocks for the first time, that stocks are risky. Stocks do not offer predictable or assured returns year after year. They can also lose money during a downturn. In short, it is the risk you are taking when you are investing in stocks, even if it is a maximum 25% of your Read | Eternal and Vedanta among stocks which Edelweiss Mutual Fund bought and sold in May Canara Robeco Conservative Hybrid Fund has been in the third quartile in the last two months. The scheme had been in the fourth quartile earlier. Note, the scheme has been part of our recommended funds in the last year, too. You don't have to worry about short-term underperformance. We closely watch the performance of these schemes and update you about it every month. Please follow monthly updates if you are investing in these schemes. Here's our methodology:ETMutualFunds has employed the following parameters for shortlisting the Hybrid mutual fund schemes. 1. Mean rolling returns: Rolled daily for the last three years. 2. Consistency in the last three years: Hurst Exponent, H is used for computing the consistency of a fund. The H exponent is a measure of randomness of NAV series of a fund. Funds with high H tend to exhibit low volatility compared to funds with low H. i) When H = 0.5, the series of returns is said to be a geometric Brownian time series. These types of time series are difficult to forecast. ii) When H <0.5,>iii) When H>0.5, the series is said to be persistent. The larger the value of H, the stronger is the trend of the series 3. Downside risk: We have considered only the negative returns given by the mutual fund scheme for this measure. X = Returns below zeroY = Sum of all squares of XZ = Y/number of days taken for computing the ratioDownside risk = Square root of Z 4. Outperformance i) Equity portion: It is measured by Jensen's Alpha for the last three years. Jensen's Alpha shows the risk-adjusted return generated by a mutual fund scheme relative to the expected market return predicted by the Capital Asset Pricing Model (CAPM). Higher Alpha indicates that the portfolio performance has outstripped the returns predicted by the returns generated by the MF Scheme =[Risk Free Rate + Beta of the MF Scheme * {(Average return of the index - Risk Free Rate} ii) Debt portion: Fund Return – Benchmark return. Rolling returns rolled daily is used for computing the return of the fund and the benchmark and subsequently the Active return of the fund. 5. Asset size: For Hybrid funds, the threshold asset size is Rs 50 crore. (Disclaimer: past performance is no guarantee for future performance.) 0.5,>
India Today
2 hours ago
- Business
- India Today
Sensex, Nifty opening: Will stock market open higher? Check key levels
The stock market is expected to open lower on Friday, June 20, following weak signals from global markets. Rising tension between Israel and Iran has made investors nervous, and this could weigh on early trade in both Sensex and of 8:00 am, Gift Nifty futures were trading at 24,800. This suggests that the Nifty50 may open near its previous closing level of 24,793.25. On Thursday, both Sensex and Nifty ended almost flat, while broader market indices saw a dip as traders became cautious due to global markets also opened weak after news reports claimed that Israel had attacked Iranian nuclear sites. In response, Iran is said to have launched missile and drone strikes. This back-and-forth has made global investors worried about the risk of a larger conflict in the to this, there is also uncertainty around how the U.S. government may respond to the situation. The White House stated that President Donald Trump would decide within two weeks whether the U.S. would provide military support to Israel. Wall Street remained closed on Thursday, giving little help in terms of overnight the weak global mood, domestic institutional investors (DIIs) continued to show confidence. On Thursday, they remained net buyers of Indian stocks for the 23rd session in a row. Their steady buying has provided some cushion against foreign investor selling and added liquidity to the Ambala, Sebi Registered Research Analyst and Co-Founder of Stock Market Today, said the Nifty showed signs of uncertainty during Thursday's session. 'The benchmark Nifty formed a Doji high wave pattern on the daily chart, which is a sign that the market is undecided due to many global issues,' she also pointed out that the U.S. Federal Reserve, like the RBI, did not change interest rates recently. 'While both the RBI and the Indian government are positive about trade and the rupee's performance, high inflation and fears of a global slowdown could affect market gains,' she further warned that investors should be careful in the coming sessions. 'It may be wise to go underweight on mid-cap stocks, as we might see a fall of 3% to 5% from current levels,' Ambala volatility has remained moderate, with the India VIX at 14.26. However, Ambala said that volatility is likely to rise in the coming sessions. 'Based on current data, Nifty could find support between 24,640 and 24,500. On the higher side, resistance may come in near 24,860 and 24,950,' she global events continuing to unfold and uncertainty building up, traders are expected to remain cautious in Friday's The views, opinions, recommendations, and suggestions expressed by experts/brokerages in this article are their own and do not reflect the views of the India Today Group. It is advisable to consult a qualified broker or financial advisor before making any actual investment or trading choices.)
Time of India
3 hours ago
- Business
- Time of India
Best conservative hybrid mutual funds to invest in June 2025
Many mutual fund advisors believe that 2025 is going to be the year of hybrid funds. Because of the uncertainties regarding the global economy and ever rising Indian stock market, advisors have been advising investors to move cautiously. In such a scenario they believe that investing in hybrid mutual funds - schemes that invest in equity and debt - may serve investors, especially new and inexperienced investors, better. Conservative hybrid mutual funds are the entry to the world of hybrid funds. These schemes invest mostly in debt and a small percent in equity. As per the Sebi norms, conservative hybrid schemes must invest 75-90% in debt instruments and 10-25% in stocks. These schemes are ideal for investors looking to invest a small part of their corpus in equity to earn some extra returns. Also Read | ITC and Cochin Shipyard among stocks that Quant Mid Cap Fund bought and sold in May Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like War Thunder - Register now for free and play against over 75 Million real Players War Thunder Play Now Undo Conservative hybrid schemes, as the name suggests, are meant for investors with a conservative risk profile. These schemes are similar to erstwhile monthly income plans or MIPs. MIPs were extremely popular at one point. They used to invest a small part of their portfolio in stocks. But their USP, as the name suggests, was regular income in the form of dividends. However, regular dividends stopped when the market got into a bad phase. That was the end of MIPs. The lesson: do not bank on hybrid funds to secure a regular income. Live Events If you are looking for regular income, it is always better to opt for a systematic withdrawal plan or SWP. However, be careful about how much you withdraw if you don't want to touch your capital. Always withdraw less than what you make if you want to preserve your capital. Small, but not tiny equity exposure If you want a ready-made scheme that would help you to take a small exposure to equity, here are our recommended conservative hybrid schemes. However, you should always remember, especially if you are investing in stocks for the first time, that stocks are risky. Stocks do not offer predictable or assured returns year after year. They can also lose money during a downturn. In short, it is the risk you are taking when you are investing in stocks, even if it is a maximum 25% of your investment. Also Read | Eternal and Vedanta among stocks which Edelweiss Mutual Fund bought and sold in May Canara Robeco Conservative Hybrid Fund has been in the third quartile in the last two months. The scheme had been in the fourth quartile earlier. Note, the scheme has been part of our recommended funds in the last year, too. You don't have to worry about short-term underperformance. We closely watch the performance of these schemes and update you about it every month. Please follow monthly updates if you are investing in these schemes. Best conservative hybrid funds to invest in June 2025 ICICI Prudential Regular Savings Fund Canara Robeco Conservative Hybrid Fund Kotak Debt Hybrid Fund SBI Conservative Hybrid Fund Here's our methodology: ETMutualFunds has employed the following parameters for shortlisting the Hybrid mutual fund schemes. 1. Mean rolling returns: Rolled daily for the last three years. 2. Consistency in the last three years: Hurst Exponent, H is used for computing the consistency of a fund. The H exponent is a measure of randomness of NAV series of a fund. Funds with high H tend to exhibit low volatility compared to funds with low H. i) When H = 0.5, the series of returns is said to be a geometric Brownian time series. These types of time series are difficult to forecast. ii) When H <0.5, the series is said to mean reverting. iii) When H>0.5, the series is said to be persistent. The larger the value of H, the stronger is the trend of the series 3. Downside risk: We have considered only the negative returns given by the mutual fund scheme for this measure. X = Returns below zero Y = Sum of all squares of X Z = Y/number of days taken for computing the ratio Downside risk = Square root of Z 4. Outperformance i) Equity portion: It is measured by Jensen's Alpha for the last three years. Jensen's Alpha shows the risk-adjusted return generated by a mutual fund scheme relative to the expected market return predicted by the Capital Asset Pricing Model (CAPM). Higher Alpha indicates that the portfolio performance has outstripped the returns predicted by the market. Average returns generated by the MF Scheme = [Risk Free Rate + Beta of the MF Scheme * {(Average return of the index - Risk Free Rate} ii) Debt portion: Fund Return – Benchmark return. Rolling returns rolled daily is used for computing the return of the fund and the benchmark and subsequently the Active return of the fund. 5. Asset size: For Hybrid funds, the threshold asset size is Rs 50 crore.
Economic Times
6 hours ago
- Business
- Economic Times
Will eased KYC norms revive foreign investment in Indian sovereign bonds?
Mumbai: India's regulatory latitude on compliance and KYC norms for foreign funds buying only sovereign bonds is expected to burnish the allure of an asset class already featuring in global gauges, although an immediate halt to recent outflows would require worldwide rate dynamics and geopolitical risks to settle in favour of the emerging markets. ADVERTISEMENT "Considering that the Indian economy is growing and the market is coming up the maturity curve with inclusion in global indices, it is quite logical for making the investing route easier for FPIs," said Divaspati Singh, partner at Khaitan & Co. According to a senior official at a foreign bank, there has been a long-pending demand to ease the operational issues around reporting and KYC. On Wednesday, Sebi approved the proposal to relax certain regulatory requirements for all existing and prospective foreign portfolio investors that exclusively invest in G-Secs. Overseas investors have been shedding Indian bonds of late. Easing of the KYC norms are unlikely to lead to an immediate trend reversal. "While this may not see a sudden spurt of inflows, it does make life easier for FPIs participating only in G-secs," Singh overseas banker expects long-term benefits from Sebi's move. (You can now subscribe to our ETMarkets WhatsApp channel)
Time of India
6 hours ago
- Business
- Time of India
Will eased KYC norms revive foreign investment in Indian sovereign bonds?
Mumbai: India's regulatory latitude on compliance and KYC norms for foreign funds buying only sovereign bonds is expected to burnish the allure of an asset class already featuring in global gauges, although an immediate halt to recent outflows would require worldwide rate dynamics and geopolitical risks to settle in favour of the emerging markets. "Considering that the Indian economy is growing and the market is coming up the maturity curve with inclusion in global indices, it is quite logical for making the investing route easier for FPIs," said Divaspati Singh, partner at Khaitan & Co. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Chi phí cấy ghép răng là bao nhiêu vào năm 2025 (kiểm tra giá) Cấy ghép răng | Quảng cáo tìm kiếm Tìm hiểu thêm Undo According to a senior official at a foreign bank, there has been a long-pending demand to ease the operational issues around reporting and KYC. On Wednesday, Sebi approved the proposal to relax certain regulatory requirements for all existing and prospective foreign portfolio investors that exclusively invest in G-Secs. Bonds Corner Powered By Will eased KYC norms revive foreign investment in Indian sovereign bonds? India's relaxation of KYC norms for foreign funds investing solely in sovereign bonds aims to enhance the appeal of this asset class, already included in global indices. While easing operational issues is a welcome step, an immediate reversal of recent outflows hinges on favorable global rate dynamics and reduced geopolitical risks. Experts anticipate long-term benefits for FPI participation in G-secs. India's Larsen & Toubro may explore another ESG bond issue after debut attracts premium, spokesperson says Indian bond yields marginally higher; focus on oil, debt supply Sebi eases norms for foreign investors who only buy government bonds Lending yields set to shrink in FY26 as banks play it safe Browse all Bonds News with Overseas investors have been shedding Indian bonds of late. Easing of the KYC norms are unlikely to lead to an immediate trend reversal. "While this may not see a sudden spurt of inflows, it does make life easier for FPIs participating only in G-secs," Singh said. An overseas banker expects long-term benefits from Sebi's move. Live Events
