Page 2 - Mutual Fund Industry

The silent reflex: In market quakes, mutual funds are the fault dampers

Steady capital flows prevent ruptures on volatile fault lines

Nippon India Large Cap: The quiet runner big money bets on growth

It didn't chase the market: it studied it, outpaced it, and quietly scaled up

Factor fund launches shift to active space with momentum, multi-factor

Mutual funds are expanding from passive to active factor-based offerings, launching momentum and multi-factor funds as quant strategies gain industry-wide traction

What are multifactor strategies in stock investing? Motilal Oswal explains

A multifactor funds aim to reduce this risk, smooth out returns over time, and offer a more balanced investment approach

Unique MF investor count up 20% YoY at 54 mn in 2025; target mid, smallcaps

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.

PPFAS punches above its weight to have first active fund at Rs 1 trillion

Built on value and guided by restraint, this fund let performance do the talking

Equity MF inflow dips in April; industry AUM hits record ₹70 trillion

Inflow in equity mutual funds dipped 3.24 per cent to Rs 24,269 crore in April amid continued market volatility against the backdrop of escalating tensions between India and Pakistan following the Pahalgam terrorist attack. This was the fourth consecutive month of decline in inflow in equity funds. Also, the latest fund infusion by investors marks the 50th consecutive month of net inflows into the segment. Apart from equity, debt funds registered an inflow of Rs 2.19 lakh crore in the month under review after seeing a withdrawal of Rs 2.02 lakh crore in March. Overall, the mutual fund industry experienced an infusion of Rs 2.77 lakh crore in April as compared to an outflow of Rs 1.64 lakh crore in the preceding month. The inflow has lifted the industry's asset under management to a record Rs 70 lakh crore as of April from Rs 65.74 lakh crore at March-end, data released by Association of Mutual Funds in India (Amfi) on Friday showed. According to the data, equity-oriented mutual fun

Equity MF inflows seen improving in April after three months of decline

Equity MFs see higher inflows in April after a brief lull, driven by Rs 16,050 crore in secondary market buying and stable SIP flows, despite weak fund returns

Equity MFs see Rs 39,688 cr inflow in January despite volatile markets

Investors' confidence in equity mutual funds remains strong with the segment attracting Rs 39,688 crore in January, driven by sharp inflow in small cap and flexi-cap schemes, even as market volatilities continued. However, this was 3.56 per cent lower than the net inflow of Rs 41,156 crore registered in December. The latest fund infusion by investors also marks the 47th consecutive month of inflows into the segment, according to data released by Association of Mutual Funds in India (Amfi) on Wednesday. Moreover, inflows into systematic investment plans (SIP) came at Rs 26,400 crore, a tad lower from December's Rs 26,459 crore. The SIP assets under management stood at Rs 13.2 lakh crore, which is around a fifth of the overall pie. "Despite market volatility, SIP contributions remained robust, totalling Rs 26,400 crore for the month. We will continue to educate investors to stay invested through phases of volatility with a focus on disciplined, long-term approach to wealth creation,"

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

Cosmea Financial gets Sebi nod for MF foray; UTI MF launches quant fund

ITI Asset Management Limited has appointed Jatinder Pal Singh as its chief executive officer

Budget wishlist: Mutual fund industry seeks tax relief on debt schemes

Easing of taxation crucial for financialisation of savings, says Amfi

Mutual fund industry on a high, asset surges Rs 17 trillion in 2024

After a stellar 2023, the mutual fund industry sustained its growth momentum in 2024 with an impressive Rs 17 lakh crore surge in assets, driven by buoyant equity markets, robust economic growth, and increasing investor participation. Experts are predicting the positive trend will extend into 2025. Kaustubh Belapurkar, Director-Manager Research at Morningstar Investment Research India, said, "The mutual fund industry's assets are expected to continue growing at a healthy pace in 2025. With rising penetration among retail investors, flows into equity funds, particularly through Systematic Investment Plans (SIPs), are likely to remain robust." The year 2024 saw a substantial net inflow of Rs 9.14 lakh crore, alongside a significant 5.6 crore increase in investor count and a growing popularity of SIPs, which alone contributed Rs 2.4 lakh crore, according to data from the Association of Mutual Fund Industry (Amfi). The inflows lifted the industry's assets under management (AUM), reachin

Bull or bear market, MF blitz to continue; CEOs link growth to India's rise

The leaders of some of the country's largest fund houses said that the momentum in MF inflows could take assets under management (AUM) past Rs 100 trillion in two to three years

Fifth time's the charm: Mutual fund largecap cutoff ready for a 17% stretch

The catch gets bigger - largecap and midcap thresholds to expand in January

Edelweiss Financial Services soars 10% on buzz of stake sale in MF unit

According to reports the company was looking to sell a minority stake in its mutual fund arm and has initiated the process by hiring an investment banker.

Debt MFs log Rs 1.57 trn inflow in Oct on investment in liquid schemes

Debt-oriented mutual funds witnessed a strong recovery in October, driven by investments in liquid schemes and attracting a net inflow of Rs 1.57 lakh crore after huge redemptions in the previous month. Notably, 14 of 16 debt mutual fund categories reported net inflows during the month, while medium-duration and credit risk funds maintained their trend of consistent outflows. The positive inflow boosted the asset base of debt mutual funds by 11 per cent to Rs 16.64 lakh crore in October-end from Rs 14.97 lakh crore at the end of September, according to data with Association of Mutual Funds on India (Amfi). As per the data, debt mutual funds attracted inflows of Rs 1.57 lakh crore in October, marking a sharp reversal from the outflows of Rs 1.14 lakh crore recorded in September. Within the debt fund, liquid funds led the inflows with Rs 83,863 crore, accounting for 53 per cent of the total, followed by overnight funds and money market funds with Rs 25,784 crore and Rs 25,303 crore,

Chasing the big fish: MFs cast their lines for record October catch

A haul of Rs 87,000 crore nearly doubles previous record, reeling in a lifeline for stability

MF investor count crosses 50 million after 10 million additions in a year

According to MF executives, the surge in new investors is underpinned by the growing appeal of equity investments

Adani Enterprises QIP: Quant MF secures nearly half of all the shares

Quant Mutual Fund has emerged as a standout performer, dominating the equity scheme performance charts in recent years, with its high-conviction bets paying off