Page 2 - Mf Investors

Bull market logic

In four of the first five months of this year, foreign investors were big sellers, but they have changed tack and are now sailing with the wind

Are you a frog, pig, vulture or an ape as a stock market investor?

Types of stock market investors: Each investor category as their own interpretation of the Indian stock market, which in turn reflects in their investment strategy

Mutual funds industry adds 8.1 mn new investor accounts in Apr-May FY25

The mutual fund industry has added over 81 lakh investors' accounts in the first two months of the current fiscal (FY25), mainly due to consistent marketing efforts, celebrity endorsements and dedicated work of the distribution network. Additionally, changing perceptions about fixed deposits, which no longer offer competitive returns compared to mutual funds, and the rise in income levels and accessibility to financial markets have also contributed to the rise in new investors, Trivesh D, COO of stock trading platform Tradejini, told PTI. Going ahead, the outlook for mutual fund folios remains strong, supported by the ongoing bull run in the stock market, solid risk management practices, continuous investor education, and consistent marketing efforts, he added. Moreover, the industry will continue to see decent growth as savers increasingly look for alternative avenues to create wealth for their long-term goals, experts said. "As India's per capita income grows, investors will look

DIIs vs mutual funds vs FIIs: Which sectors are investors betting on?

Indian markets are moving towards atmanirbharta (self reliance) with the share of DIIs set to overtake that of FIIs in the next few quarters.

Innovation funds: High-risk bets that are apt for seasoned investors

Failure rates among innovators tend to be high; concentrated portfolios make these funds volatile

HDFC Bank, Grasim, ITC: Top stock holdings of FIIs, MFs in March 2024 qtr

The surge in indices came on the back of a robust economy, optimistic forecasts from global brokerages and rating firms on economic growth outlook, and favourable investor sentiment

Hybrid MFs stage comeback; see Rs 1.45 trn inflows driven by investments

Hybrid mutual fund schemes have seen a resurgence in 2023-24, garnering Rs 1.45 lakh crore in investments, driven by substantial inflows into the arbitrage category, following withdrawals in the previous fiscal year. The surge in assets was complemented by an increase in the number of investors, with the number of folios reaching 1.35 crore in March 2024 from 1.21 crore a year earlier, adding an investor base of 14 lakh. This shows investors' inclination for hybrid funds. Hybrid funds are mutual fund schemes that typically invest in a combination of equity and debt securities and sometimes in other asset categories such as gold. The category has been attracting regular inflows since the beginning of financial year 2023-24 in April after a change in taxation for debt funds that kicked off in the same month. Before that, the segment saw a net withdrawal of Rs 12,372 crore in March. Overall, the hybrid category saw net inflows of Rs 1.45 lakh crore in FY24, compared to an outflow of R

Investors open wallets for equity mutual funds in choppy markets

Lumpsum inflows into equity MF schemes spike to a two-year high in February

Market regulator Sebi to erect 'building blocks' to wall in finfluencers

Sebi to soon issue norms on performance validation agencies

Sebi warns investors against 'unscrupulous entities' promising high returns

'There can be no guarantees of assured returns in securities market,' says regulator

Spreading the risk: India's MFs are now invested in nearly 1,000 companies

AUM rose to Rs 48 trn in September, with over half of the money invested in equity funds

Nearly 50% of equity investors redeem their MF investments within 2 years

The majority 59 per cent of investors still consider past performance as one of the key benchmarks for investing in mutual funds.

Explained: What instant settlement cycle will mean for markets, investors

Instant settlement refers to the process where the transaction of buying or selling shares or units is processed and completed immediately

Investors prefer small-cap mutual funds; net inflow Rs 11,000 cr in Q1FY24

Mutual funds focused on small-caps have emerged as the winner with a net inflow of close to Rs 11,000 crore in April-June quarter, as fund managers struggle to create alpha in the large-cap space, and the trend is expected to continue for some time. On the other hand, large-cap space, which is yet to pick up momentum, witnessed an outflow of Rs 3,360 crore during the quarter under review, data from the Association of Mutual Funds in India (Amfi) showed. Apart from the June quarter, small-cap funds logged an inflow of Rs 6,932 crore in three months that ended in March. "The strong rally witnessed in the mid and small-cap indices in the last few months, and the fact that it is becoming difficult to create alpha in the large-cap space can be the reasons for the huge inflows into smallcap funds" Himanshu Kohli, Co-founder, Client Associates, said. The huge inflows into these funds have made fund managers more cautious in their stock selection as the valuations have become stretched, he

Why individual investors' share in mutual funds assets is surging

Nearly six rupees out of every ten in individual MF investments are in equity schemes

MFs see 8.5 mn new millennial investors in FY19-FY23 on awareness campaign

Mutual fund industry witnessed an influx of 84.8 lakh new millennial investors in the last five financial years (FY19- FY23), cornering 54 per cent share of the new investor base, on the back of massive awareness campaigns, conducive market conditions and digital access, according to a report by CAMS. Apart from these factors, simplified KYC and concerted intermediation and advisory too encouraged new millennials to invest in mutual funds. Overall, 1.57 crore new investors joined the industry between 2018-19 and 2022-23, as per the report released by mutual fund transfer agency Computer Age Management Services (CAMS) on Thursday pointed out. According to the report, millennials have been the dominant segment among the new investors who entered mutual funds in the last five years with their share percentage peaking to 57 per cent in FY20. "Despite the market volatility and uncertainty through FY23, investors' confidence to enter mutual funds remained sound and millennials continued

Women account for a fifth of total mutual fund investors, shows data

In the last three years, there has been a jump of 1.3 million women investors, each, from B30 and T30 cities

In changing investment geography, 'other cities' share in MF assets rises

Their share is six times higher than it was in March 2012

Mutual fund investors get time till March 31 to nominate beneficiary

Existing mutual fund investors have time till March 31 to nominate a beneficiary or opt out of it by submitting a declaration form, failing which their folios will be frozen, and they will not be able to redeem investment. The Securities and Exchange Board of India (Sebi), in its circular on June 15, 2022, made it mandatory for mutual fund subscribers to submit the nomination details or declaration to opt out of the nomination on or after August 1, 2022. Later, the deadline was extended to October 1, 2022. The deadline for all the existing mutual fund folios, including jointly-held ones, was set as March 31, 2023, failing which the folios will be frozen for debits. Explaining the rationale behind the Sebi's move, Anand Rathi Wealth Ltd COO Niranjan Babu Ramayanam said that many investment accounts in the past have been opened without nominating anyone to whom the assets should be transmitted in case something happens to the account holders. This means that the rightful heirs had ..

Profit booking shrinks equity MF inflows in November to 21-month low

Redemptions rise 60% month-on-month to Rs 26,030 crore in November, the highest since September 2021