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Module Units
- 1. Introduction: Mutual Funds
- 2. How Does a Mutual Fund Investment Work?
- 3. Different Types of Mutual Fund Schemes
- 4. Open-ended and close-ended Mutual Funds
- 5. Advantages of Mutual Funds
- 6. Mutual Fund Structure and Constituents
- 7. Concept of AUM
- 8. New Fund Offer (NFO)
- 9. What is an Offer Document?
- 10. Concept of Benchmark
- 11. What is NAV?
- 12. Risks Associated with Mutual Fund Investing
- 13. Beta and Sharpe Ratio - A Measure of Risk
- 14. Measuring Mutual Fund Returns
- 15. Concept of Rolling Returns
- 16. Capital Gains Tax
- 17. Direct and Regular Mutual Fund Plans
- 18. Equity Mutual Fund
- 19. Debt Mutual Funds
- 20. Hybrid Mutual Funds
- 21. Exchange-Traded Funds
- 22. Arbitrage Mutual Funds
- 23. Systematic Investment Plans (SIP)
- 24. Systematic Transfer Plans (STP)
- 25. Systematic Withdrawal Plans (SWP)
- 26. Understanding Your Financial Goals
- 27. How to Set-up and Achieve Your Financial Goal?
- 28. How to Choose the Correct Mutual Fund? Aligning Your Goals to Various Types of Mutual Funds
- 29. How to Evaluate a Mutual Fund Scheme Performance? – Equity
- 30. How to Evaluate a Mutual Fund Scheme Performance – Debt
- 31. How to Evaluate a Mutual Fund Scheme Performance? – Hybrid Funds
- 32. How Can You Invest in Mutual Funds?
- 33. Statement of Accounts (SOA)
How to Evaluate a Mutual Fund Scheme Performance? – Hybrid Funds
We have seen the returns of debt and equity mutual funds. Now, it is time to take a look at the returns of hybrid funds.
Like equity and debt funds, hybrid funds are also measured using similar ratios such as CAGR, Alpha, Sharpe ratio, Treynor’s ratio, etc.
Here are the top mutual funds category-wise:
Aggressive Hybrid Funds
Conservative Hybrid Fund
Arbitrage Funds
Dynamic Asset Allocation or Balanced Advantage Fund
Multi-Asset Allocation
Fixed Maturity Plans – Hybrid
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