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%
From a bottom-up perspective, there are more opportunities across the market given the challenging period that the market and economy have been through over the past two years, said Vetri Subramaniam.
Over a five- or 10-year view, if I were an Indian mutual fund investor, it makes sense to allocate half of your inflows into small- and mid-cap funds, Wood said.
SIPs have been marketed as a product that can deliver 12 per cent, 14 per cent and other such fantastical figures. These claims are made by people who have a vested interest in saying so, Sharma said.
SIP-linked assets now account for over 40 per cent of active equity mutual fund AUM, supported by resilient retail participation despite a recent moderation in monthly 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
Rs 10,000 invested via SIP in Kotak Midcap Fund (Erstwhile - Kotak Emerging Equity Fund) would have grown Rs 22,80,000 into Rs 1.59 crore at a CAGR of over 17.87%
Under the proposal, the purchaser of Gift PPI can gift the prepaid payment instrument to a recipient, who can then use the instrument to subscribe to mutual fund units, Sebi said
The Pre-IPO Fund will focus on investing in companies that are expected to list within 18 months, a move expected to align with the growing interest in IPO-bound startups