Mutual Funds Industry

Equity mutual funds attracted Rs 28,054 crore in December, marking a decline of over 6 per cent from the preceding month, according to data released by industry body Amfi on Friday. The easing of equity inflows coincided with a marginal contraction in the mutual fund industry's overall asset base with the total Assets Under Management (AUM) slipping to Rs 80.23 lakh crore in December from Rs 80.80 lakh crore in November, reflecting the impact of heavy withdrawals from debt schemes. Overall, the mutual fund industry reported net outflows of Rs 66,591 crore during the month, largely on account of steep redemptions from debt schemes, even as equity and gold funds continued to draw investor interest, the data showed. While equity inflows softened sequentially from Rs 29,911 crore in November, though it remained higher than Rs 24,690 crore in October. Most equity sub-categories continued to see positive traction in December, barring dividend yield and ELSS (equity-linked saving schemes

Motilal Oswal Diversified Equity Flexicap Passive FoFs is benchmarked against the Nifty 500 Total Return Index

Share of household savings in these instruments ­has doubled over the past year

Equity SIP inflows from B30 cross ₹10K cr, have 41% share in monthly flows

The fund is positioned for investors with a minimum investment horizon of two years

Erstwhile favourites smallcap, midcap funds see a decline in investor interest

Industry leaders said high liquidity and limited supply in certain segments, especially mid- and small-caps, have made deployment challenging and pushed valuations higher

To allow investments in schemes based in US, other markets under LRS

Sebi has released a consultation paper on overhauling the mutual fund regulations to simplify the rules and reduce costs for investors

First diversified equity category to achieve the milestone

Clock 19.1% annualised return in the period compared to flexicap's 18.2%

Investment platform accounts for 40% of direct-plan SIP inflows of the industry

ICRA expects MFI credit cost to fall after surging in FY25, easing to 4-4.5% in FY26 and 3-3.5% in FY27, with AUM growth seen resuming at 8-12% as RBI relaxes norms

However, long duration bonds, MFs now attractive for investors, say experts

Amfi has proposed a Mutual Fund-Voluntary Retirement Account to boost retirement preparedness, offering tax incentives, portability and lifecycle-based investment options

PhonePe has introduced a loans against mutual funds product with DSP Finance, offering secured credit lines up to Rs 2 crore with flexible repayment and portfolio continuity

Distribution capabilities, now limited, will gain strength over time, say MF officials

700,000 investors floor the pedal in July, snapping a six-month lull

Debt schemes and new launches push July NFO collections to an all-time high

Majority of diversified equity schemes deliver over 5% SIP return in 1 year even as market falters