D.G.Associate

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15 money rules everybody should follow....

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As a chartered financial advisor, our team at D G Associates helps individuals and families achieve their long-term financial goals through expert guidance on mutual funds, health insurance, and more.

Celebrate Onam with secure financial planning. D G Associates, your trusted financial advisor Kolkata, offers expert guidance on mutual funds and investment strategies for a prosperous future.
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📊 HYBRID MUTUAL FUNDS: KNOW THE 7 TYPES

Did you know that Hybrid Mutual Funds can combine equity and debt—or even multiple asset classes—to create different risk-return profiles?

Here are the 7 major categories you should know:

1️⃣ Conservative Hybrid – Mostly debt, with 10–25% equity
2️⃣ Balanced Hybrid – Equity & debt broadly balanced
3️⃣ Aggressive Hybrid – Mostly equity, with 65–80% equity
4️⃣ Dynamic Asset Allocation – Equity/debt allocation changes dynamically
5️⃣ Multi Asset Allocation – Diversification across 3 or more asset classes
6️⃣ Arbitrage Fund – Uses arbitrage opportunities between cash and futures markets
7️⃣ Equity Savings – Combines equity, arbitrage and debt

💡 The key takeaway:
There is no single “best” hybrid fund for everyone. The right category depends on your financial goals, investment horizon, risk appetite and need for stability vs. growth.

📌 Balanced Advantage Funds fall under the Dynamic Asset Allocation category, where the equity-debt mix can be adjusted dynamically.

Before investing, understand what the fund actually invests in—not just its past returns.

📞 Want to know which hybrid category may be suitable for your financial goals?
Connect with D.G.Associate for a personalised portfolio review and goal-based investment planning.

DEBANJAN GANGULY | ARN-173334
D.G.Associate – Together We Rise

D G Associates offers personalized financial guidance as a trusted personal financial advisor. We specialize in helping individuals achieve their financial goals through expert advice on investment products such as Nippon India Small Cap Fund, stock broking, and more.
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