Page 21 - Mutual Funds

Mutual fund inflows double in 2024 as retail SIPs hit record highs

Equity schemes rake in Rs 3.5 trillion, SIPs account for over half the inflows

Don't follow the herd: Which mutual funds should you bet on in 2025?

Investors should spread their money across different asset classes, sectors and regions, says Mayank Misra

Angel One Mutual Fund eyes distribution edge to ace passive race

The passive-only fund house to leverage both online, traditional channels

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

ICICI Prudential Bluechip Fund: Outrunning the herd, defying the ordinary

The fund's assets under management rose to Rs 66,207 crore as of September 2024, up from Rs 30,724 crore in September 2021

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'

Evaluating individual fund: Base decisions on 8 quarters of performance

If you need money for an emergency, your goal is near, or with advancing age you prefer a lower allocation to equities, consider redeeming

Going beyond cities: How MFs are scripting the small-town success

Places beyond top 30 cities become a major source of business

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

Stars of the first half of the decade: Top MF schemes across categories

This period of growth came after the 2017 reclassification of active equity schemes - a reform that made it easier for investors to identify the top performers across scheme categories

Mutual funds in 2025: Innovation and quality investing take centre stage

Quality investing focuses on stocks with strong fundamentals, like high return on equity and low leverage

Factor-based investing gains ground in 2024 among fund houses, investors

Investment strategy based on specific characteristics has become popular among fund houses and investors

Mutual funds increase exposure to banking, IT stocks amid outperformance

Compared to a 6.5 per cent fall in the Nifty 50 during the October-November period, the Nifty IT index rose 2.9 per cent, and the Nifty Bank index declined 1.7 per cent

Mkt regulator Sebi proposes platform to track unclaimed MF folios

A folio is considered inactive when no investor has initiated any transaction in the last 10 years but the unit balance is available

FPIs account for 46.6% of shares sold in anchor category; highest since '21

FPIs have shown renewed interest in primary issuances in 2024, even as they have withdrawn significant sums from the secondary market

Market regulator Sebi's new product: MF's efficiency, PMS' control

New product poses a threat to the PMS industry by combining the advantages of both PMS and MF. Most PMS providers will apply for MF licences to offer new product

Mutual funds go big on fresh issuances in November, shows data

Most of the MF investments in the three companies (Swiggy, Zomato and NTPC) are likely to have happened in the primary market, with mutual funds being major investors during the IPO anchor allotments

Mirae Asset launches 2 funds targeting India's emerging consumer landscape

The schemes aim to provide investors with an opportunity to potentially participate in the evolving consumption landscape of India, driven by changing demographics and rising discretionary spending

New SIP rule: SEBI mandates MF companies to process cancellations in 2 days

This revised timelines for cancellation of SIPs has come into effect from December 1, 2024

Jio BlackRock appoints George Heber Joseph as 1st chief investment officer

Joseph's appointment is among the first in the key positions of the AMC. The company is yet to announce a chief executive officer (CEO)