Mutual fund industry extended its bull run in 2025, adding a staggering Rs 14 lakh crore to its asset base and pushing total AUM to a record Rs 81 lakh crore by November, powered by surge in retail participation and record SIP inflows. Venkat Chalasani, Chief Executive Officer of AMFI, told PTI that the industry's outlook remains positive, with steady SIP inflows continuing to offset foreign portfolio investor outflows and strengthening market resilience. Going ahead, fund flows are likely to be guided by valuations and global developments, with investors increasingly favouring large-cap, diversified and hybrid strategies, he added. The year 2025 also witnessed a robust net inflow of Rs 7 lakh crore, along with a sharp increase of 3.36 crore in the investor base, while SIPs alone contributed about Rs 3 lakh crore, according to data from Association of Mutual Funds in India (AMFI). These inflows lifted the industry's assets under management (AUM) by 21 per cent from Rs 67 lakh crore
Steady SIP flows and rising retail participation anchor mutual fund growth in 2025, even as market sentiment tempers lumpsum investments and global risks cloud the outlook
These funds now account for 17.4% of industry AUM, up from 16.6% in December 2024
Sebi has renamed expense ratio limits as the base expense ratio and moved statutory levies outside the cap, while approving a rewrite of MF regulations to tighten transparency and governance
Samir Arora says India's policy stability, improving earnings and rising domestic flows leave no structural reason for global investors to stay underweight
The Series B round led by Bertelsmann India Investments will help expand Wealthy's AI platform and support MFDs who still rely heavily on manual processes
State Bank of India and joint venture partner Amundi will sell 10% stake in SBI Funds Management through an IPO in 2026, expected to raise Rs 11,000-13,000 crore
Tuhin Kanta Pandey urges mutual fund trustees to set up early warning systems, strengthen oversight, and avoid passive compliance to protect investors
Canara Robeco AMC IPO: Canara Bank will reduce its holding in the asset management firm by 13 per cent, offloading 25.92 million shares, while ORIX will sell 23.93 million shares
The scheme also has the mandate to invest up to 10 per cent in real estate investment trusts and infrastructure investment trusts and up to 25 per cent in unhedged derivatives
However, long duration bonds, MFs now attractive for investors, say experts
MF distributors flag concerns over client mapping and data security in NSE's upgraded platform, but the exchange says extensive testing was done and transactions remain seamless
This phase has also been marked by growing adoption of systematic investment plans for MF investing, ensuring a consistent flow of investments into the industry
Inflow into equity mutual funds surged 81 per cent to Rs 42,702 crore in July, fuelled by contributions from thematic and flexi cap funds, data released by the Association of Mutual Funds in India (AMFI) showed on Monday. Also, the latest fund infusion by investors marks the 53rd consecutive month of net inflows into the segment. According to the data, equity-oriented mutual funds witnessed an inflow of Rs 42,702 crore in July, a sharp increase from Rs 23,587 crore inflow seen in the preceding month. Within equity fund categories, Thematic Funds recorded the highest inflows in July, attracting Rs 9,426 crore, followed by Flexi Cap Funds (Rs 7,654 crore). In addition, Small Cap Funds (Rs 6,484 crore) and Mid Cap Funds (Rs 5,182 crore), Large & Mid Cap Fund (Rs 5,035 crore) registered robust inflows. Besides, Large Cap Funds saw net inflows of Rs 2,125 crore. Overall, the mutual fund industry experienced an infusion of Rs 1.8 lakh crore in July, higher than Rs 49,000 crore in June ..
Steady capital flows prevent ruptures on volatile fault lines
It didn't chase the market: it studied it, outpaced it, and quietly scaled up
Mutual funds are expanding from passive to active factor-based offerings, launching momentum and multi-factor funds as quant strategies gain industry-wide traction
A multifactor funds aim to reduce this risk, smooth out returns over time, and offer a more balanced investment approach
The average retail investor who was rewarded handsomely given the surge in the markets in the last few years, Kotak Institutional Equities believes, have turned more cautious now.
Built on value and guided by restraint, this fund let performance do the talking