Major fund houses report a sharp rise in online transactions, driven by changing investor habits, distributor behaviour, and fast-growing fintech platforms
Industry leaders said high liquidity and limited supply in certain segments, especially mid- and small-caps, have made deployment challenging and pushed valuations higher
According to Motilal Oswal, retail mutual fund activity has shown some moderation, particularly in Systematic Investment Plan (SIP) flows, as one-year SIP returns have turned negative.
Higher returns, structural tailwinds and increasing investor confidence encourage investors to park their funds in small-cap and mid-cap funds over large-cap funds: ICRA Analytics
Amfi has proposed a Mutual Fund-Voluntary Retirement Account to boost retirement preparedness, offering tax incentives, portability and lifecycle-based investment options
In the September 2024-June 2025 period, while retail investors continued with their high-risk bets, HNI portfolios veered towards safer options in the MF space
In July 2025, the open-ended debt mutual funds witnessed a strong rebound recording net inflows of Rs 1.07 lakh crore, a sharp turnaround from the muted Rs 1,711 crore outflow in June.
Investing in PMS should be looked at as a test series. You can judge consistency on an ongoing basis but the outcome is drawn out as per the stated objective of the fund