Latest news with #FerozeAzeez
CNBC
06-05-2025
- Business
- CNBC
Nifty could top 28,000 this year, says wealth manager
Feroze Azeez, Deputy CEO of Anand Rathi Wealth discusses his bullishness for the Indian IT sector and shares his annual targets for the Indian markets.
Business Mayor
28-04-2025
- Business
- Business Mayor
Hybrid mutual fund schemes' inflow moderates in FY25; number of investors, AUM soar
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,' Trivesh D, COO of Tradejini, said. Hybrid mutual funds schemes have experienced an increase in the number of investors, with the number of folios reaching 1.56 crore in March 2025 from 1.35 crore a year earlier, adding an investor base of more than 33 lakh. This shows investors' inclination for hybrid funds. This was complemented with assets under management (AUM) of the category increasing to Rs 8.83 lakh crore as of March 2025 from Rs 7.23 lakh crore in FY24, showing a 22 per cent growth. Overall, the industry added more than Rs 12 lakh crore to a record AUM of Rs 65.74 lakh crore as of March 2025. Hybrid funds are mutual fund schemes that typically invest in a combination of equity and debt securities and sometimes in other asset categories such as gold. According to the industry data, the hybrid category saw net inflows of Rs 1.19 lakh crore in FY25 compared to an inflow of Rs 1.45 lakh crore in FY24. However, the category experienced an outflow of Rs 18,813 crore in FY23. Read More Tabula IM launches Global High Yield Fallen Angels ETF 'We have seen a slight dip in net inflows from Rs 1.45 trillion in FY24 to Rs 1.19 trillion in FY25. The slowdown in inflows majorly happened in second half of the FY25 due to market turbulence driven by corporate earnings slowdown, election uncertainty and geopolitical tensions and another major reason was dip in NFOs in this category,' Feroze Azeez, Joint CEO, Anand Rathi Wealth Ltd, said. FY24 higher inflows in this category was driven by higher NFO (New Fund Offer), with 21 NFOs in FY24, whereas in FY25, the NFO count declined to 12, which led to slower inflows, he added. Hybrid funds appeal more to investors with a moderate or low-risk profile. These funds are good investment options as they reduce the volatility associated when participating in equity markets while simultaneously providing stability in the fixed-income market. Additionally, huge interest was garnered by hybrid schemes following a change in taxation for debt funds. Looking ahead to FY26, with rate cycle uncertainty, global risk-off cues, and elevated domestic valuations, Trivesh of Tradejini believes investors will prioritise funds that offer both growth and cushion. Anand Rathi Wealth's Azeez recommended investors to build a strategy-based portfolio with an 80:20 asset mix across equity and debt, which helps ride volatile markets comfortably as it reduces the volatility and improves the stability and liquidity in the portfolio. READ SOURCE businessmayor April 27, 2025
Time of India
27-04-2025
- Business
- Time of India
Hybrid mutual fund schemes' inflow moderates in FY25; number of investors, AUM soar
Live Events 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," Trivesh D, COO of Tradejini, mutual funds schemes have experienced an increase in the number of investors, with the number of folios reaching 1.56 crore in March 2025 from 1.35 crore a year earlier, adding an investor base of more than 33 shows investors' inclination for hybrid was complemented with assets under management (AUM) of the category increasing to Rs 8.83 lakh crore as of March 2025 from Rs 7.23 lakh crore in FY24, showing a 22 per cent growth. Overall, the industry added more than Rs 12 lakh crore to a record AUM of Rs 65.74 lakh crore as of March funds are mutual fund schemes that typically invest in a combination of equity and debt securities and sometimes in other asset categories such as to the industry data, the hybrid category saw net inflows of Rs 1.19 lakh crore in FY25 compared to an inflow of Rs 1.45 lakh crore in FY24. However, the category experienced an outflow of Rs 18,813 crore in FY23."We have seen a slight dip in net inflows from Rs 1.45 trillion in FY24 to Rs 1.19 trillion in FY25. The slowdown in inflows majorly happened in second half of the FY25 due to market turbulence driven by corporate earnings slowdown, election uncertainty and geopolitical tensions and another major reason was dip in NFOs in this category," Feroze Azeez, Joint CEO, Anand Rathi Wealth Ltd , higher inflows in this category was driven by higher NFO ( New Fund Offer ), with 21 NFOs in FY24, whereas in FY25, the NFO count declined to 12, which led to slower inflows, he funds appeal more to investors with a moderate or low-risk profile. These funds are good investment options as they reduce the volatility associated when participating in equity markets while simultaneously providing stability in the fixed-income huge interest was garnered by hybrid schemes following a change in taxation for debt ahead to FY26, with rate cycle uncertainty, global risk-off cues, and elevated domestic valuations, Trivesh of Tradejini believes investors will prioritise funds that offer both growth and Rathi Wealth's Azeez recommended investors to build a strategy-based portfolio with an 80:20 asset mix across equity and debt, which helps ride volatile markets comfortably as it reduces the volatility and improves the stability and liquidity in the portfolio.
&w=3840&q=100)
Business Standard
27-04-2025
- Business
- Business Standard
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," Trivesh D, COO of Tradejini, said. Hybrid mutual funds schemes have experienced an increase in the number of investors, with the number of folios reaching 1.56 crore in March 2025 from 1.35 crore a year earlier, adding an investor base of more than 33 lakh. This shows investors' inclination for hybrid funds. This was complemented with assets under management (AUM) of the category increasing to Rs 8.83 lakh crore as of March 2025 from Rs 7.23 lakh crore in FY24, showing a 22 per cent growth. Overall, the industry added more than Rs 12 lakh crore to a record AUM of Rs 65.74 lakh crore as of March 2025. Hybrid funds are mutual fund schemes that typically invest in a combination of equity and debt securities and sometimes in other asset categories such as gold. According to the industry data, the hybrid category saw net inflows of Rs 1.19 lakh crore in FY25 compared to an inflow of Rs 1.45 lakh crore in FY24. However, the category experienced an outflow of Rs 18,813 crore in FY23. "We have seen a slight dip in net inflows from Rs 1.45 trillion in FY24 to Rs 1.19 trillion in FY25. The slowdown in inflows majorly happened in second half of the FY25 due to market turbulence driven by corporate earnings slowdown, election uncertainty and geopolitical tensions and another major reason was dip in NFOs in this category," Feroze Azeez, Joint CEO, Anand Rathi Wealth Ltd, said. FY24 higher inflows in this category was driven by higher NFO (New Fund Offer), with 21 NFOs in FY24, whereas in FY25, the NFO count declined to 12, which led to slower inflows, he added. Hybrid funds appeal more to investors with a moderate or low-risk profile. These funds are good investment options as they reduce the volatility associated when participating in equity markets while simultaneously providing stability in the fixed-income market. Additionally, huge interest was garnered by hybrid schemes following a change in taxation for debt funds. Looking ahead to FY26, with rate cycle uncertainty, global risk-off cues, and elevated domestic valuations, Trivesh of Tradejini believes investors will prioritise funds that offer both growth and cushion. Anand Rathi Wealth's Azeez recommended investors to build a strategy-based portfolio with an 80:20 asset mix across equity and debt, which helps ride volatile markets comfortably as it reduces the volatility and improves the stability and liquidity in the portfolio.
Time of India
27-04-2025
- Business
- Time of India
Hybrid mutual fund inflows ease in FY25, but investor interest and AUM surge
Hybrid mutual fund schemes witnessed a moderation in net inflows during FY25, drawing Rs 1.19 lakh crore — an 18 per cent decline from the previous fiscal — amid market turbulence in the latter half of the year driven by corporate earnings slowdown and geopolitical tensions. However, investor participation and assets under management (AUM) in the category showed strong growth, underscoring sustained investor confidence in hybrid offerings. According to data from the Association of Mutual Funds in India (Amfi), the number of hybrid fund folios surged to 1.56 crore in March 2025 from 1.35 crore a year earlier, indicating an addition of over 33 lakh investors. Meanwhile, the AUM of hybrid schemes grew 22 per cent to Rs 8.83 lakh crore from Rs 7.23 lakh crore in FY24, according to PTI. A key factor behind this resilience has been the balanced structure of hybrid funds, which invest in a mix of equity and debt instruments, offering drawdown protection through the debt component. This makes them a preferred choice for investors seeking a more stable investment experience compared to pure equity funds. "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," said Trivesh D, COO of Tradejini. Despite the dip in inflows from Rs 1.45 lakh crore in FY24 to Rs 1.19 lakh crore in FY25, the hybrid category continues to perform better compared to FY23, which saw a net outflow of Rs 18,813 crore. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Mana Cresta 2.5 & 3 BHK | ₹1.27 Cr* Onwards Mana Group Get Quote Undo The decline in FY25 inflows is attributed to weaker market sentiment in the second half of the year and a significant drop in new fund offers (NFOs) — from 21 in FY24 to just 12 in FY25. Feroze Azeez, Joint CEO of Anand Rathi Wealth Ltd, said, 'The slowdown in inflows majorly happened in the second half of FY25 due to market turbulence driven by corporate earnings slowdown, election uncertainty, geopolitical tensions, and a dip in NFOs in this category.' The broader mutual fund industry added over Rs 12 lakh crore to reach a record AUM of Rs 65.74 lakh crore as of March 2025. Hybrid funds continue to attract investors with moderate or low-risk profiles, offering the advantage of equity market participation with reduced volatility and increased portfolio stability through debt exposure. A change in taxation on debt funds also played a role in increasing interest in hybrid schemes. With ongoing rate cycle uncertainty, global risk-off sentiment, and elevated domestic market valuations, experts believe hybrid funds will remain an attractive option. Trivesh of Tradejini expects investors to favour funds that offer a balance of growth and protection. Azeez from Anand Rathi recommends an 80:20 equity-to-debt strategy for navigating volatile markets, enhancing stability and liquidity in portfolios.
