Hybrid funds maintain Rs 20,879 crore Inflows in July, AUM tops Rs 10 lakh crore
Aggressive hybrid and equity savings funds maintained stable flows, aided by consistent SIP contributions.
Hybrid mutual funds continued to attract steady inflows in July, with investors pumping in Rs 20,879 crore across categories. This was slightly lower than the Rs 23,223 crore recorded in June but well ahead of the Rs 17,436 crore posted in July 2024.
The segment’s total assets under management or AUM reached Rs 10.03 lakh crore, rising Rs 2,298 crore from June and Rs 1.56 lakh crore from a year ago. Arbitrage funds led inflows, supported by favourable cash-futures spreads, making them a preferred choice for investors seeking tax-efficient returns. Balanced advantage funds also drew significant allocations, leveraging their ability to shift dynamically between equity and debt based on market conditions.
Also read | Debt funds see Rs 1.07 lakh crore net inflows in July, led by liquid, money market categories
Aggressive hybrid and equity savings funds saw stable flows, aided by consistent contributions into systematic investment plans or SIPs. The data showed hybrid funds gaining traction among investors seeking a blend of growth and stability, particularly during periods of market uncertainty.
With both equity and debt markets offering opportunities, hybrid strategies are expected to remain an attractive middle ground, balancing volatility with income generation potential.