MF Investors

At the BFSI Insight Summit 2026, fund industry leaders said AI, active, passive and quant strategies will shape mutual fund growth, with investor education key to wider participation

Investable household assets rose to nearly $5.2 trillion in FY25, while individual investors' share of the Indian equity market reached a two-decade high of 18.7%

Semi-urban and rural areas added just 1.3 million MF investors in FY26, down from 6.1 million in FY25, while additions in Tier II cities more than doubled

Flows via systematic investment plans, the preferred route ‌for retail investors, marked a 1.1% increase in contributions to ₹32,297 crore ($3.39 billion) last month

Direct-plan retail AUM rose from ₹1.6 trillion in March 2021 to almost ₹7 trillion in March 2026, according to AMFI data

How investors should position portfolios amid oil, inflation risks

Assets of passive funds tracking the Nifty IT index have risen 23 per cent over the past year despite a sharp correction, signalling strong investor interest in the sector

Direct plan SIPs from B-30 shrink by 350K in March-April

Avoid panic selling, keep SIPs going: Past wars caused transitory selloffs

75-90% of women investors now hold through market corrections rather than exiting in panic. Around 55% selectively add capital during market dips, reflecting growing conviction

Rally in gold and silver, choppy equity mkts nudge investors to multi-asset, debt-linked products. Is this tactical hop to what's hot or start of more balanced folios in Indian households?

10 years of methodical stock selection proves patience isn't passive - it's profitable

Cash buildup, limited capex appetite push firms towards fund houses

Market participants said account openings have moderated in recent months as equity returns plateau

Zerodha data shows women now form 3o% of its clients, up from just 3% in 2014, reflecting a steady shift in financial independence and equity market participation.

According to the National Stock Exchange's Market Pulse report, the trend since FY23 has been a gradual increase in the number of investors aged 30 and above

Markets regulator Sebi has abolished transaction charges paid to mutual fund distributors, bringing an immediate end to the provision that allowed asset management companies (AMCs) to pay such charges for investments above a certain threshold. The regulator said the decision came after a public consultation was carried out in May 2023 and an industry consultation in June this year. Under the earlier framework, Sebi said distributors were eligible for such charges if they brought in a minimum subscription amount of Rs 10,000. "...Sebi Master Circular for Mutual Funds dated June 27, 2024, allows AMCs to pay to the distributor transaction charges, subject to a minimum subscription amount of Rs 10,000 brought in by such distributors," the regulator said in a circular on Friday. Based on the feedback, Sebi observed that distributors, as agents of AMCs, are entitled to be remunerated by the AMCs, the "charges or commission, as prescribed under rules, shall be done away with". Accordingl

An accrual strategy focuses on earning returns primarily through interest payments, rather than through trading or capital gains

Investors are narrowing spreads between US and non-US assets

Industry adds 0.3 million new investors in April, lowest in 22 months