Table of Contents
Which Dynamic Fund is best?
| Fund | 3-Year Performance | 5-Year Performance |
|---|---|---|
| ICICI Prudential All Seasons Bond Fund – Direct Plan – Growth | 8.3 \% | 9.81 \% |
| Axis Dynamic Bond Fund – Direct Plan – Growth | 8.07 \% | 9.97 \% |
| ICICI Prudential All Seasons Bond Fund | 7.53 \% | 9.02 \% |
| SBI Dynamic Bond Fund – Direct Plan – Growth | 7.52 \% | 9.16 \% |
What is Dynamic equity Fund?
What are dynamic equity funds? As the name suggests, these funds dynamically manage their equity portfolios, investing more when markets are down and less when they are up. These funds have a mix of debt and equity in their portfolio.
Which asset allocation fund is best?
2. Top Best Multi Asset Allocation Funds
| Mutual fund | 5 Yr. Returns | 3 Yr. Returns |
|---|---|---|
| HDFC Dynamic PE Ratio Fund of Funds | 12.44\% | 13.68\% |
| Sundaram Multi Asset – Direct Plan – Growth Option | 8.58\% | 9.88\% |
| Sundaram Multi Asset Growth | 7.61\% | 8.84\% |
| Union Asset Allocation Fund Growth Option Direct Plan | 7.62\% | 8.15\% |
Who Should invest in Dynamic funds?
Who can invest in Dynamic Bond Funds? The dynamic bond funds are ideal for investors who are not experts in making the right calls based on the interest rate movement. Investors with moderate risk appetite and investment horizon of 3-5 years should invest in these funds.
Should you invest in dynamic asset allocation fund?
Investors who are confused whether to invest in debt or equity, here is an easy way out- invest in Dynamic Asset Allocation (DAA) Fund. These funds dynamically manage their investments in equity and debt instruments. This fund falls under the hybrid category of Mutual Funds.
Why should you invest in axis mutual fund?
Axis mutual fund was established in October 2009 and since then it has made a mark in the mutual fund industry. Axis mutual fund claims that the reason for it to reach the peak of success is because of the three principles they follow strictly, which is, long-term wealth creation, customer’s view and long-term relationship.
Are Dynamic Funds absolute return funds?
Dynamic funds (implicitly) create an impression or potential of being absolute return funds. They not only define their job as making long term returns with their equity component just like equity funds, but additionally also ensure reducing equity exposure when the markets are high on valuations.
Should you invest in dynamic equity funds during market volatility?
Although dynamic equity funds contain market volatility better than others, they also give lower returns over time. Equity investors pour more money into the markets when they are going up and stay away during downturns, which can hurt returns.