Hybrid Funds

Hybrid mutual fund schemes' inflow moderates in FY25 amid market turbulence

Hybrid mutual fund schemes attracted Rs 1.19 lakh crore in 2024-25, 18 per cent lower than the preceding fiscal, owing to market turbulence in the second half of FY25 triggered by corporate earnings slowdown and geo-political tensions. Despite the moderation in inflow, the category has seen a robust increase in both the number of investors and assets under management (AUM) during FY25 compared to those in the preceding fiscal, data with the Association of Mutual Funds in India (Amfi) showed. A key factor contributing to this resilience is the drawdown protection provided by the debt component of hybrid schemes. "The drawdown protection offered by the debt component of hybrid schemes is a key reason, as it allows investors to stay invested without the stress that comes with pure equity volatility. The NAVs (net asset valued) of hybrid funds typically experience lower drawdowns compared to equity funds, making them a preferred choice for investors seeking a more stable journey," Trive

Fund Pick: Edelweiss Aggressive Hybrid stays ahead of hybrid peers

The fund aims to provide capital growth and current income through a portfolio invested predominantly in equities, with the balance in debt and money market securities

Rising equity market volatility fails to boost interest in hybrid funds

Inflows, folio additions decline for three straight months

Hybrid funds: Low risk, high returns; experts explain who should invest

Through hybrid mutual funds, investors can not only benefit from the potential market growth but also reduce their risk by investing in debt securities

Choosing right hybrid fund: Risk appetite, horizon should guide your choice

Hybrid funds provide a structured way to handle market fluctuations

Aggressive hybrid funds: Cope with mkt volatility, benefit from rate cuts

If interest rates decline, the bond component of these portfolios could generate capital gains. Conversely, rising interest rates may cause short-term losses

Skoda to bring hybrid cars in 3 years; to expand production capacity

Made in India compact SUV Kylaq will be exported

Equity savings schemes shine as investors seek out low-risk options

Equity savings schemes offer lower-risk hybrid options with tax advantages over most other mutual fund schemes with similar risk profiles

Conservative hybrid funds can be a better bet than fixed deposits

Asset allocation ensures investor gets small exposure to stocks in a predominantly bond portfolio

ICICI Prudential Equity & Debt Fund: Striking gold in the hybrid fund mine

The fund aims to provide capital growth as well as regular income by predominantly investing in equities, with debt and money market securities making up a smaller pie

Hybrid funds see Rs 1.45 trillion inflows: Why have they become so popular?

The change in debt fund taxation, combined with the desire for diversification and risk management, fuelled investor interest in these balanced investment products

Edelweiss Aggressive Hybrid Fund: Trailblazer in performance, asset growth

The fund aims to provide capital growth and current income through a portfolio invested predominantly in equities, with a balance in debt and money market securities

Smallcap rush pushes hybrid funds to sidelines, show slowest account growth

New account addition slows to 3-year low despite debt tax change boost

A glimmer of hope: Debt, hybrid funds may gain currency in Samvat 2080

Most believe that debt funds will attract higher flows over the next 12 months as the interest rate trajectory could trend lower throughout the year

Balanced hybrid funds: Mitigate risks and earn stable investment returns

Remember these funds have a limited track record currently; they will also not receive equity tax treatment

WhiteOak Capital Hybrid fund opens for subscription: Who should invest?

Hybrid funds are ideal for investors who are looking for a balance between returns and risk. They are suitable for investors who are looking to generate regular income or grow their wealth.

Back-to-back launches in balanced hybrid space as MFs explore new options

After 360 ONE, Whiteoak launches funds in the less-known category

360 ONE Asset launches balanced hybrid fund for equity, debt instruments

The new fund offer (NFO) will be open from September 4 to 18, and the minimum application amount is Rs 1000 (and in multiples of Rs 1 thereafter

Multi asset fund or aggresive hybrid fund: What should you pick and why?

Aggressive hybrid funds are those that invest maximum 65-80 percent in equities and the rest in debt, whereas Multi Asset Funds allocate their corpus across equity, debt, commodities, REITs

Low risk appetite only sees hunger for hybrids growing, shows data

MFs expect hybrid funds to become investor favourites