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
In June 2025, mutual funds made aggressive portfolio shifts, with major buying concentrated in stocks like Asian Paints, Dixon Technologies, and Vishal Mega Mart,
Amfi's July 2025 stock reclassification sees 10 midcaps, including Indian Hotels and Solar Industries, move to the largecap list based on six-month market cap average