Pros & Cons Of Conservative Hybrid Funds

Pros & Cons Of Conservative Hybrid Funds

  1. The video is a discussion about the conservative hybrid fund category in mutual funds.
  2. The host has two experts on the show, George Heber Joseph (CEO of IIFL Mutual Fund) and Rushabh Desai (Founder of Roongta Securities).
  3. 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.
  4. 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.
  5. Both experts discuss whether conservative hybrid funds are appropriate for investors who prefer static allocation.
  6. George mentions that their product addresses concerns about static allocation and has taken these points into account.