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Hybrids will continue to do well. SWP and equity savings need to be pushed more
There is a trend to not push clients from fixed deposit background straight into balanced and instead steering them towards products like MIP, equity savings so they can get flavour and graduate upwards.
It may be better for conservative investor to start with equity savings, migrate to balanced, then a large cap or multi cap.
Investor education about SIPs may be lacking. In the growing market, SIP returns will be different compared to another cycle.
Within the industry framework, the equity portion is moving towards the large cap. If that remains as a trend, past returns may not follow as there was a mixed bag in its structure.
