Page 2 - Amfi

Retail MF investors' patience is helping provide risk capital to India Inc

Ideally, equity portfolios should be diversified and held over the long term to capture growth trends across the corporate landscape and to allow for compounding effects

SIP accounts: The 20% leak in the mutual fund bucket, shows data

In February 2025, 82.6 million of 101.7 million active SIP accounts contributed to the ₹26,000 crore SIP inflow

Value MFs attract Rs 1,556 cr inflow in Jan; outlook remains optimistic

Investor confidence in value mutual funds remains robust, with the category witnessing an inflow of Rs 1,556 crore in January, indicating a shift in their focus towards fundamentally strong yet undervalued stocks. This represents a slight increase from the Rs 1,514 crore inflow registered in December, according to data from industry body Association of Mutual Funds in India (Amfi). However, despite the inflow, assets under management (AUM) in this category declined from Rs 1.88 lakh crore in December to Rs 1.83 lakh crore in January. This decline in AUM highlights some challenges, but the outlook for value funds in 2025 remains optimistic. Santosh Joseph, Co-founder and CEO of Germinate Investor Services, said the future of value funds will largely depend on sectoral trends and macroeconomic conditions. "The key sectors that drove the value fund rally in 2023 and 2024, including metals, real estate, construction, capital goods, PSUs, and manufacturing, are expected to maintain the

Mutual Fund SIP strategy: Continue to invest or hit the pause button?

For now, the market sell-off has not deterred investors who have kept the faith and continued with their SIP investments in equity mutual funds in January 2025

Equity MF inflows soar to near Rs 4 trn in 2024; outlook cautious for 2025

Equity mutual funds witnessed a remarkable surge in inflows to nearly Rs 4 lakh crore in 2024, more than double the amount recorded in the preceding year, reflecting strong investor confidence and a continued shift towards long-term investing, particularly through Systematic Investment Plans (SIPs). Despite the strong performance in 2024, the outlook for 2025 appears cautious. The mutual fund industry has started to see a slowdown in equity fund flows since early December, a trend attributed to increased market volatility, Santosh Joseph, Co-founder and CEO of Germinate Investor Services, said. Historically, inflows into equity funds are closely tied to market performance, and periods of market uncertainty often result in subdued investor activity. "As a result, 2025 may witness muted activity in terms of new fund launches and equity fund mobilization especially as market volatility persists," Santosh Joseph, Co-founder and CEO of Germinate Investor Services, said. However, long-te

PIL in Bombay HC seeks action against 'Mutual Fund Sahi Hai' ads by Amfi

The petitioner, a chartered accountant, has alleged that Amfi is 'recklessly propagating that mutual funds are right without any basis or rationale'

Amfi stock reclassification: Largecap cutoff likely to touch Rs 1 trn

A fresh list of largecap, midcap, and smallcap stocks is set to be released by the Association of Mutual Funds in India (Amfi) in the first week of January

Which newly listed stocks may see changes in Amfi stock reclassification?

Amfi stock rejig: Nuvama Alternative expects Vishal Mega to enter mid-cap category and One Mobikwik to enter small-cap category, based on potential post listing m-cap expectations

'Buy the dips' triggers record equity MF bets; SIP accounts topped 100 mn

The previous high of Rs 40,608 crore was recorded in June 2024

AMFI recategorisation: Hyundai, BHFL poised for Largecap entry, says Nuvama

As per the circular released by markets regulator Sebi in October 2017, the listed stocks must be strictly categorised into baskets with a well-defined classification of Largecap, Midcap, and Smallcap

Net SIP inflow data is not comparable with gross figures, says Amfi

The clarification came following media reports of stagnant net inflows even as gross SIP inflows continue to rise

Mutual fund body Amfi calls for roll back of equity tax, STT hike

Says higher tax will disrupt financialisation of savings

Overseas training or vacation? Sebi puts kibosh on MFDs' foreign 'perks'

Amfi's hammer fall: No 'incentivisation programmes' beyond Indian shores

Record inflows, equity rally drive MF AUM past Rs 60 trillion: Amfi data

Industry adds latest Rs 10 trillion in just six months

Equity MF inflows up 17% at record high of Rs 40,608 cr in June: Amfi

The benchmark NSE Nifty 50 has risen about 65% over these last 40 months, helped by sustained mutual fund inflows, steady earnings and the fastest macroeconomic growth among large economies

India's MF assets at Rs 58.6 trillion in May, up nearly Rs 10 trn in a year

While the fund industry took five decades to build the first Rs 10 trillion of assets since its inception in 1964, it has added the last Rs 9 trillion of assets in less than six months

Front-running, insider trading: Amfi rulebook to curb misconduct in a month

Move follows Sebi nod for institutional mechanism to curb front-running and insider trading

Our small, midcap portfolios haven't participated in the rally: Marcellus

Given the macroeconomic strengths, the market is pricing in a reasonable earnings growth and hence justifying current valuations, Pramod Gubbi of Marcellus Investment Managers said in this interview

Stress Test: DSP needs 16 days to exit 25% in SmallCap MF; Edelweiss 3 days

Edelweiss Mutual Fund on Thursday disclosed its first stress test result in order to comply with recent Sebi directive.

Stress disclosures on small, mid-cap funds by AMCs from March: Report

In a bid to maintain stability, instil investors' confidence and enhance transparency, market regulator SEBI and AMFI, a body representing the mutual fund industry, have directed fund houses to provide additional disclosures for small and mid-cap funds from this month, officials said. The additional disclosure parameters for mutual fund managers include valuation, volatility, investor concentration and stress tests, they said. "We have instructed AMFI to direct AMCs to disclose certain additional data points relating to valuation, volatility, investor concentration, and the percentage holding in small and mid-cap stocks, along with disclosures on stress testing results," SEBI wholetime member Amarjeet Singh said at an event organised by Indian Chamber of Commerce. The stress test results are expected to reveal the time it may take for Asset Management Companies (AMCs) to liquidate securities equivalent to 25 per cent and 50 per cent of the Assets Under Management (AUM) of the scheme