Page 5 - Mutual Funds Industry

Mutual fund folio addition: Smaller towns steal a march over big cities

According to MF officials, the industry witnessed strong growth across metrics in FY 2024 on the back of a sharp rally in the equity market

Making gold investment, setting up home bar: Top personal finance stories

This week we report about gold as a safe asset and the design needed to set up your own bar

Small-cap MF assets soar 83% to Rs 2.43 trn in FY24 on retail investor boom

Influx of flows, upsurge in retail investors' participation and bullish market conditions have boosted the assets for the small-cap mutual fund category to Rs 2.43 lakh crore mark at the end of March 2024, marking an 83 per cent surge compared to the previous year. The surge in assets was complemented by an increase in the number of investors, with the number of folios reaching 1.9 crore in March 2024 from 1.09 crore a year ago, adding an investor base of 81 lakh. This shows investors' inclination for small-cap funds. Gopal Kavalireddi, Vice President - Research at FYERS, said that the growth trajectory of India's economy is attracting increased interest, leading many unlisted small-cap firms to seek support from the capital market. This trend offers promising opportunities for investors eyeing long-term growth prospects. However, factors such as General Elections, monsoon forecasts, economic activity, inflation, GDP projections, and FY25 earnings growth are likely to influence ...

MF trends: Small-caps take a hit, investors bit on large and mid-cap funds

Debt mutual funds saw the maximum outflows in March

Redemption risks

Stress tests highlight risks in smallcaps

Mutual funds sell 25% in Paytm holding, continue to lap up HDFC Bank

Reliance Industries along with HDFC Bank remain the top mutual funds buys for 2nd straight month

What are mutual funds and classifications within debt and equity funds?

Debt funds focus on generating income through fixed-income securities, while equity funds aim for capital appreciation by investing in stocks

Majority of states, union territories have single-digit MF penetration

Per capita investment is less than Rs 10,000 in eight of them

Hybrid mutual funds scheme gain popularity, attract Rs 20,634 crore in Jan

Hybrid mutual fund schemes have been gaining popularity among investors, attracting Rs 20,634 crore in January, marking a 37 per cent surge from the previous month, largely due to their appeal as an alternative investment option post-change in taxation laws for debt funds. With this, total inflow in the category reached Rs 1.21 lakh crore in the April-January period of the current financial year (FY24). However, hybrid schemes saw outflow in the same period of the preceding financial year. 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 April 2023, 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 last year. According to the latest data with the Association of Mutual Funds in India (Amfi), hybrid schemes witnessed an

10 mn in 2016 to 5 mn accounts in just a month; MF industry grows in 8 yrs

WEALTH GROWS SIP BY SIP: AUM and active accounts skyrocket 8x; monthly inflows achieve a 6x soar since 2016

SIP this: The investment option powering India's mutual fund industry

Small towns to big cities, the easy method to take part in the market has scope for growth

Retail investors' share in MF AUM goes past 60% for the first time in Dec

The retail pie in the MF AUM has been inching upwards for some years now, with the pace picking up after the Covid-19 pandemic

Amid market volatility, multi asset funds can fulfil long-term needs

Multi-asset funds invest in a variety of asset classes, such as equity, debt, gold, and real estate which help in risk diversification

MF industry assets surge by Rs 11 trn in 2023; crosses Rs 50 trn mark

After a lackluster performance in 2022, the mutual fund industry saw a substantial rebound in 2023 with its asset base surging by nearly Rs 11 lakh crore, reaching over Rs 50 lakh crore-mark fuelled by an optimistic equity market, steady interest rates, and a robust economic expansion. The year 2023 has seen a substantial increase in overall inflow, data from the Association of Mutual Fund Industry (Amfi) showed on Monday. The inflow has pushed the assets under management (AUM) of the mutual fund industry by 27 per cent, adding Rs 10.9 lakh crore in 2023. This was way higher than the 5.7 per cent growth and Rs 2.65 lakh crore increase in AUM observed throughout 2022, as well as the nearly 22 per cent growth and close to Rs 7 lakh crore addition to the asset base in 2021. The asset base rose from Rs 39.88 lakh crore in 2022 to an all-time high of Rs 50.78 lakh crore in 2023, the data showed. The asset base stood at Rs 37.72 lakh crore at the end of December 2021 and Rs 31 lakh cror

Better risk-reward, FPI flows augur well for LargeCap MFs in 2024: Analysts

Valuation is comfortable for large-caps, but there is little margin of safety in the broader market categories, analysts said

Mutual funds bounce back in 2023 with Rs 9 trillion surge in asset base

The mutual fund industry has bounced back strongly this year after a lacklustre 2022 with a remarkable Rs 9 lakh crore surge in the asset base, propelled by a buoyant equity market, stable interest rates and robust economic expansion. Experts believe that the positive momentum should continue into the near year as well. With a substantial increase, the overall inflow this year has reached Rs 3.15 lakh crore, accompanied by a growth of over 2 crore in the investor count. This was supported by the increasing popularity of Systematic Investment Plans (SIPs), which drew in Rs 1.66 lakh crore, according to the data shared by the Association of Mutual Fund Industry (Amfi). The inflow has pushed the assets under management (AUM) of the mutual fund industry by 23 per cent or Rs 9 lakh crore in 2023, the data showed. This was way higher than the 7 per cent growth and Rs 2.65 lakh crore increase in AUM observed throughout 2022, as well as the nearly 22 per cent growth and close to Rs 7 lakh .

Debt fund taxation change breathes life into equity savings scheme

Hybrid MF offering rakes in close to Rs 6,000 crore in FY 2024 so far

Avoid going overweight or exiting from equities during bull markets

Rebalance by booking profits in mid and smallcaps, allocate to fixed income

Smallcap pie grows as retail investor faith soars, shows Capitaline data

Mutual funds' average holding in Smallcap 250 Index companies peaks at 9.26%

Rs 20 trillion & rising: AUM of active equity mutual funds surges

The industry's overall AUM rose 5 per cent to Rs 49 trillion, largely owing to the value appreciation of equity holdings