SIP Inflows

A potential valuation correction, artificial intelligence trade (AI) trade unwinding and the Strait of Hormuz opening for business, the note said, could stem these outflows

Smallest LIC bet is in a company with less than ₹2 crore in market cap

Flexicap funds see record inflows, but investors should focus on suitability, risk, and fund manager consistency rather than chasing short-term returns

Average industry AUM stood at ₹81.5 trillion in the March 2026 quarter (Q4FY26), up 21 per cent from ₹67 trillion in the same period last year

Mutual fund equity purchases fell sharply in February as inflows slowed and volatility rose, but fund managers say the recent correction could spur fresh buying amid more reasonable valuations

SIP inflows into ETFs and FoFs have surged nearly fourfold in a year, driven by soaring investor appetite for gold and silver mutual fund schemes

Industry adds 5.8 million investors this year compared to 10.6 million in 2024

Systematic investment plans emerged as investors' preferred route in a volatile equity market, helping offset a sharp decline in one-time mutual fund investments during 2025

Yet India's household allocation remains far below US, UK, Canada

Small towns, big moves: B30 assets jump 23%, leaving T30 growth of 14% in the rearview

Maintain allocation to these higher-growth segments because of their potential to offer superior returns over the long term

Steady inflows drive jump, cementing MFs as the go-to route for equity market participation

At the Business Standard BFSI Summit 2025, mutual fund leaders said India's market remains resilient and projected SIP sizes could rise from ₹3,000 to ₹5,000 in the next 3-4 years

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

Shares have risen as much as 53% in six months

With seamless onboarding and the continued allure of equities fuelling demand, July's additions pushed the nationwide demat count beyond 200 million

The brokerage expects asset management companies (AMCs) and registrar and transfer agents (RTAs) to post a recovery in quarterly earnings, supported by steady inflows and stable equity markets.

Equity mutual funds logged record monthly inflows in July on strong SIPs and NFOs, pushing industry AUM past Rs 75 trillion for the first time despite market volatility

Investor count rises 5.2% in H1 2025, a sharp slowdown from 12% in the same period last year, as equity market volatility and fewer NFOs weigh on mutual fund inflows

While acknowledging that valuations appear stretched, Standard Chartered noted that Nifty's 12-month forward P/E ratio of 20.6x is above its long-term average of 18.2x but still below recent peaks.