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Time of India
6 days ago
- Business
- Time of India
Multi asset mutual funds beat other hybrid funds in 1 & 3 years. Should they be in your portfolio?
Live Events What are multi-asset allocation funds? Multi asset allocation mutual funds have topped the return chart among all hybrid funds in the last one and three years, an analysis of the performance by all hybrid funds showed. The market experts believe that the combination of asset classes has helped manage risk while delivering solid returns, especially in the current market cycle.'It's evident that the strong performance has been driven not just by gold , but also by the rally in silver and overall favourable conditions for debt and equity. The combination of asset classes has helped manage risk while delivering solid returns, especially in the current market cycle,' Shruti Jain, Chief Strategy Officer, Arihant Capital Markets shared with Read | NFO Insight: Can this multi asset allocation fund help diversify your portfolio? There were around 23 multi asset funds in the last one year and only eight have marked their presence in the market in the last three years. In the last one year and three years, multi asset funds gave an average return of 8.12% and 16.46% Multi Asset Allocation Fund offered the highest return of around 16.89% in the last one year, followed by DSP Multi Asset Allocation Fund which gave 13.09% return in the same period. Shriram Multi Asset Allocation Fund was the only fund in the category which gave a negative return of around 3.14%. Quant Multi Asset Allocation Fund offered the highest return in the last three years of around 20.48%, followed by ICICI Pru Multi-Asset Fund which gave 19.15% return in the same period. Axis Multi Asset Allocation Fund offered the lowest return of 10.70% in the same at the historical performance and with these funds topping the return chart, Jain believes that the outlook for multi-asset funds remains positive. 'As markets navigate consolidation and global macro shifts, the diversified structure of these funds could help cushion volatility and capitalise on opportunities across asset classes. They present a stable investment route in times of economic uncertainty,' she allocation funds are hybrid funds that need to invest a minimum of 10% in at least 3 asset classes. These funds typically have a combination of equity, debt, and gold. Some schemes also add international equities, InvITs and equity allocation in the case of multi-asset funds could vary between 0-70%. Aggressive multi-asset funds could typically have 50-65% equity while the conservative ones could have between 35-50%. In the case of multi-asset funds, some schemes that allocate more than 65% to equity enjoy equity to the Sebi mandate, multi asset allocation funds invest in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes. They aim to deliver ease from the volatility linked to plain vanilla equity to a report by ETMarkets, Gold and silver extended their gains amid safe-haven buying due to U.S. trade tariff uncertainty and weakness in the U.S. equity markets. The U.S. President again threatened India for imposing higher trade tariffs for importing Russian oil and supported safe-haven buying for precious metals. The U.S. equity markets plunged amid mixed U.S. economic data and the dollar index was also off day highs, supporting gold and silver gold and silver rallying and offering good returns, many investors are willing to invest separately in equity, debt, and gold funds against multi-asset allocation funds, to which Jain replies that as the market is in consolidation phase multi-asset or hybrid funds offer a balanced exposure across asset classes.'With silver and gold continuing to perform well and the rate cut cycle potentially favouring debt, multi-asset funds can be a compelling option right now for investors looking for diversification without actively managing allocations themselves,' Jain to another report by ETMarkets, Zerodha Fund House, which has just launched a new Multi Asset Passive FoF (fund of funds), comes with 25% allocation to gold ETF and 15% to G-Sec ETFs. The remaining 60% is divided equally between largecap and midcap investors were to invest separately in gold, equity, and debt and rebalance the portfolio every year, the resulting tax outgo could be significantly higher, denting overall post-tax returns. Multi-Asset Allocation funds, as a product category, are taxed on the basis of the equity allocation, according to a report by under management in multi asset funds rose 51% over the past year — from Rs 86,000 crore in June 2024 to Rs 1.3 lakh crore in June 2025. Fund managers also point to the tax efficiency of these products as a key draw for wealthy should always invest based on their risk appetite, investment horizon, and goals.: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts. Do share your questions on ETMFqueries@ alongwith your age, risk profile, and Twitter handle.
Economic Times
6 days ago
- Business
- Economic Times
Multi asset mutual funds beat other hybrid funds in 1 & 3 years. Should they be in your portfolio?
Multi asset allocation mutual funds lead hybrid fund returns over one and three years. Multi asset allocation mutual funds have topped the return chart among all hybrid funds in the last one and three years, an analysis of the performance by all hybrid funds showed. The market experts believe that the combination of asset classes has helped manage risk while delivering solid returns, especially in the current market cycle. 'It's evident that the strong performance has been driven not just by gold, but also by the rally in silver and overall favourable conditions for debt and equity. The combination of asset classes has helped manage risk while delivering solid returns, especially in the current market cycle,' Shruti Jain, Chief Strategy Officer, Arihant Capital Markets shared with ETMutualFunds. Also Read | NFO Insight: Can this multi asset allocation fund help diversify your portfolio? There were around 23 multi asset funds in the last one year and only eight have marked their presence in the market in the last three years. In the last one year and three years, multi asset funds gave an average return of 8.12% and 16.46% Multi Asset Allocation Fund offered the highest return of around 16.89% in the last one year, followed by DSP Multi Asset Allocation Fund which gave 13.09% return in the same period. Shriram Multi Asset Allocation Fund was the only fund in the category which gave a negative return of around 3.14%. Quant Multi Asset Allocation Fund offered the highest return in the last three years of around 20.48%, followed by ICICI Pru Multi-Asset Fund which gave 19.15% return in the same period. Axis Multi Asset Allocation Fund offered the lowest return of 10.70% in the same at the historical performance and with these funds topping the return chart, Jain believes that the outlook for multi-asset funds remains positive. 'As markets navigate consolidation and global macro shifts, the diversified structure of these funds could help cushion volatility and capitalise on opportunities across asset classes. They present a stable investment route in times of economic uncertainty,' she allocation funds are hybrid funds that need to invest a minimum of 10% in at least 3 asset classes. These funds typically have a combination of equity, debt, and gold. Some schemes also add international equities, InvITs and REITs. Also Read | Confused about investment in stocks, gold & silver? Simplify it with multi-asset mutual funds! The equity allocation in the case of multi-asset funds could vary between 0-70%. Aggressive multi-asset funds could typically have 50-65% equity while the conservative ones could have between 35-50%. In the case of multi-asset funds, some schemes that allocate more than 65% to equity enjoy equity taxation. According to the Sebi mandate, multi asset allocation funds invest in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes. They aim to deliver ease from the volatility linked to plain vanilla equity funds. According to a report by ETMarkets, Gold and silver extended their gains amid safe-haven buying due to U.S. trade tariff uncertainty and weakness in the U.S. equity markets. The U.S. President again threatened India for imposing higher trade tariffs for importing Russian oil and supported safe-haven buying for precious metals. The U.S. equity markets plunged amid mixed U.S. economic data and the dollar index was also off day highs, supporting gold and silver gold and silver rallying and offering good returns, many investors are willing to invest separately in equity, debt, and gold funds against multi-asset allocation funds, to which Jain replies that as the market is in consolidation phase multi-asset or hybrid funds offer a balanced exposure across asset classes.'With silver and gold continuing to perform well and the rate cut cycle potentially favouring debt, multi-asset funds can be a compelling option right now for investors looking for diversification without actively managing allocations themselves,' Jain to another report by ETMarkets, Zerodha Fund House, which has just launched a new Multi Asset Passive FoF (fund of funds), comes with 25% allocation to gold ETF and 15% to G-Sec ETFs. The remaining 60% is divided equally between largecap and midcap investors were to invest separately in gold, equity, and debt and rebalance the portfolio every year, the resulting tax outgo could be significantly higher, denting overall post-tax returns. Multi-Asset Allocation funds, as a product category, are taxed on the basis of the equity allocation, according to a report by ETBureau. Also Read | MF Tracker: HDFC Flexi Cap Fund turns Rs 10,000 SIP to nearly Rs 21.50 crore in 31 years Assets under management in multi asset funds rose 51% over the past year — from Rs 86,000 crore in June 2024 to Rs 1.3 lakh crore in June 2025. Fund managers also point to the tax efficiency of these products as a key draw for wealthy should always invest based on their risk appetite, investment horizon, and goals. (Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times) If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts. Do share your questions on ETMFqueries@ alongwith your age, risk profile, and Twitter handle.
Time of India
14-07-2025
- Business
- Time of India
Nearly 112 lakh SIPs closed in 2025: Should you worry about the negative net SIP trend?
Live Events What is the SIP stoppage ratio? The calendar year 2025 has seen a surprising development in the mutual fund space with around 112 lakh net SIPs (Systematic Investment Plans) closed so far, which raises a question whether the investors should worry about the negative net SIP trend to which a market expert says that the decline in net new SIP registrations this year largely reflects cautious investor sentiment amid global volatility.'The decline in net new SIP registrations this year largely reflects cautious investor sentiment amid global volatility. Events like the tariff changes announced by Trump earlier this year triggered some nervousness, leading to the liquidation of SIPs, particularly around April. However, this should not be a major concern, as we are already seeing signs of retail investors returning with renewed confidence as markets stabilise,' Shruti Jain, Chief Strategy Officer, Arihant Capital Markets shared with the first six months of the current calendar year, only two months have witnessed net new SIPs registered whereas four months saw more of SIP closure . According to a report by Nomura, the net new SIPs registered in January were negative 5 lakh which indicates more of SIPs February, March and April, around 10 lakh, 11 lakh, and nearly 116 lakh SIPs were closed, the report Investment Plan is always considered a disciplined and steady route for building wealth over time. With regular monthly contributions, SIPs help investors navigate market ups and downs through rupee cost averaging. However, the slowdown in SIP additions points to investors reacting to high valuations and bouts of volatility, Jain more SIPs closed in the current calendar year so far, Jain firmly said that some may have exited due to subpar returns over the past year. 'However, for long-term investors, this is precisely why SIPs are recommended—to navigate volatility through disciplined investing. It is advisable not to stop SIPs based on short-term market movements,' she mutual fund SIP stoppage ratio was recorded at 77.77% in June from 72.12% in May and 58.68% in June 2024 indicating that though more mutual fund SIPs were registered but the SIPs either stopped or their existing tenures ended have also increased, according to the data by Association of Mutual Funds in India (AMFI).In April, the stoppage ratio was 297% as the number of SIPs stopped or discontinued were 136.99 lakh whereas the number of new SIPs registered in the same period stood at 46.01 January, February, and March, the SIP stoppage ratio was recorded at 109%, 122%, 128% SIP stoppage ratio is the number of discontinued SIPs compared to the number of new registered SIPs. If this ratio crosses 100% then it indicates that more mutual fund SIPs are being stopped than the ones one must keep in mind that stoppage ratio also includes those SIPs that have expired. Besides, investors may have simply switched from one SIP to another as part of their portfolio the SIP stoppage ratio was over 100% for four consecutive months, is it important for investors to monitor SIP stoppage ratio or registration trend when making long-term investment decisions to which Jain says that while SIP trends provide insight into overall retail participation and sentiment, they shouldn't drive long-term investment phases come and go, but consistent investing through SIPs ensures disciplined wealth creation over time therefore it's best to view such trends as temporary reactions to market events rather than signals to alter a long-term plan, Jain recommends.: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts. Do share your questions on ETMFqueries@ alongwith your age, risk profile, and Twitter handle.
Business Standard
08-07-2025
- Business
- Business Standard
Arihant Capital Markets consolidated net profit declines 32.48% in the June 2025 quarter
Sales decline 30.27% to Rs 50.77 crore Net profit of Arihant Capital Markets declined 32.48% to Rs 12.70 crore in the quarter ended June 2025 as against Rs 18.81 crore during the previous quarter ended June 2024. Sales declined 30.27% to Rs 50.77 crore in the quarter ended June 2025 as against Rs 72.81 crore during the previous quarter ended June 2024. Particulars Quarter Ended Jun. 2025 Jun. 2024 % Var. Sales 50.7772.81 -30 OPM % 39.9841.08 - PBDT 17.1025.78 -34 PBT 16.2725.10 -35 NP 12.7018.81 -32
Time of India
07-07-2025
- Business
- Time of India
Smarten Power Systems IPO opens today: Check price band, issue size and other details
Live Events (You can now subscribe to our (You can now subscribe to our ETMarkets WhatsApp channel Smarten Power Systems, a Delhi-based manufacturer of solar and power backup equipment, will open its IPO today, aiming to raise Rs 50 crore through a mix of fresh issuance and offer for sale. The issue, priced at Rs 100 per share, will close for subscription on July IPO consists of a fresh issue of 40.01 lakh equity shares aggregating to Rs 40.01 crore and an offer for sale (OFS) of 10 lakh shares worth Rs 10 crore. Arihant Capital Markets is acting as both the lead manager and market maker for the IPO, which will be listed on the NSE SME platform. The allotment is expected to be finalized by July 10, with shares likely to list on July investors can bid for a minimum of two lots or 2,400 shares, amounting to Rs 2.4 company is known for designing and assembling a wide range of power solutions under its own brand, product portfolio includes home UPS systems, solar inverters, charge controllers, solar panels, and inverter batteries. It operates in 23 Indian states and exports to 17 countries across the Middle East, Africa, and South of May 2025, the company had a distribution network of 382 dealers and 52 service centers, supporting 372 SKUs across six categories. It employs 252 staff across proceeds from the issue will be used to purchase movable assets for a battery manufacturing unit, meet working capital needs, repay borrowings, and fund capital expenditure. For FY25, the company reported a revenue of Rs 203.2 crore and a net profit of Rs 12.77 crore.: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
