Assets under management (AUM) or hybrid mutual fund schemes increased to ₹ 8.83 Lakh Rure Axis or March 2025 of ₹ 7.23 Lakh Crore in the fiscal year24
The hybrid mutual fund schemes attracted ₹ 1.19 Lakh million rupees in 2024-25, 18 percent lower than the previous prosecutor, due to the turbulence of the market in the second half of the FY25 triggered by the deceleration of corporate profits and geopolitical tension.
Despite the modernation at the entrance, the category has seen a solid increase in the number of investors and assets under duration of administration (AUM) FY25 compared to those of the previous fiscal data with the association of mutual funds in India (AMFI).
A key factor that contributes to this resilience is the reduction protection tested by the debt component of hybrid schemes.
“The reduction protection offered by the debt component of hybrid schemes is a key reason, since it allows investors to keep invested with the stress that comes to the volatility of pure capital. Nav (Net Asno of Assoce Tradejini.
The hybrid mutual fund schemes have experienced an increase in the number of investors, with the number of folios that reach 1.56 million rupees in March 2025 from 1.35 million rupees of the previous year, adding an investor base of more than 33 Lakh.
This shows the inclination of investors for hybrid funds.
This was complemented with the assets under administration (AUM) of the category that increased to ₹ 8.83 Lakh Rure to the March 2025 of ₹ 7.23 Lakh Crore in the fiscal year24, showing a growth of 22 percent. In general, the industry added more than ₹ 12 Lakh million rupees to a record aum of ₹ 65.74 Lakh Crore as of March 2025.
Hybrid funds are mutual funds schemes that generally invest in a combination of capital and debt values and, sometimes, in other asset categories, such as gold.
According to industry data, the hybrid category saw net tickets of ₹ 1.19 Lakh million rupees in fiscal year 2015 compared to an entry of ₹ 1.45 Lakh Crore in fiscal year 2014. However, the category experienced an exit of ₹ 18,813 million rupees in fiscal year 23.
“We have seen a slight fall in the net flows of ₹ 1.45 billion in fiscal year 200 category,” Feroze Azeez, Ceo Ejal, Anand Rathi Wealth Ltd, he said.
Fy24 Hider entries in this category were promoted by a higher NFO (new fund offer), with 21 NFO in fiscal year24, were in fiscal year 2015, NFO’s count decreased to 12, which led to slower tickets, he added.
Hybrid funds attract investors more with a moderate or low risk profile. These funds are good investment options, since they reduce associated volatility when they participate in capital markets, while providing stability in the fixed income market.
In addition, hybrid schemes obtained great interest after a tax change for debt funds.
Looking towards fiscal year 26, with the uncertainty of the rate cycle, global risk signs and high national valuations, triveesh or tradejini believes that investors will prioritize the funds offered by both and the cushion.
Anand Rathi Wealth’s Roman investors in Azeez to build a portfolio based on the strategy with a combination of assets of 80:20 with capital and debt, which helps mount the comfortable volatile markets, since it reduces volatility and improves stability and license in the portfolio.
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Posted on April 27, 2025