INCOME TAX10 Sept 2026
AMFI August 2026 data: Balanced hybrid funds beat aggressive category in inflows despite lower returns—know why | Mint
AMFI's August 2026 data shows balanced hybrid funds pulled in ₹1,836 crore, more than aggressive hybrid funds' ₹1,323 crore, even though aggressive funds gave better returns. Most of that money, ₹1,818 crore, came from one new fund offer, the SBI Balanced Hybrid Fund. So don't read this as a broad shift in investor taste. Check a fund's long-term record, not one month's headline.
Key Statutory Highlights
- In August 2026, four balanced hybrid funds took in ₹1,836 crore, while 30 aggressive hybrid funds took in ₹1,323 crore.
- About ₹1,818 crore of the balanced hybrid inflows came from the SBI Balanced Hybrid Fund's new fund offer, leaving roughly ₹17 crore for the other three schemes.
- Aggressive hybrid funds gave category average returns of 11.29% over three years, 10.60% over five years and 14.59% over seven years.
Actionable Advice for Taxpayers / Founders:Before choosing between balanced and aggressive hybrid funds, look at your own risk comfort and holding period instead of one month's inflow numbers, and consider checking with a financial adviser.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
Share: