Beyond chasing historical performance, building long-term wealth requires matching mutual funds to your time horizon, risk tolerance, investment goal.
Business Standard BFSI Summit: Mutual fund CEOs say smallcap valuations remain a concern, while hybrid funds and specialised investment funds could offer investors more flexibility
Vikas Satija, MD & CEO, Shriram Wealth, said that this kind of FII selling in previous cycles of market downturn could have resulted in a 40-50 per cent drawdown.
A lump sum has usually beaten staggered investing, but distributors say a sideways market favours spreading it out. A Systematic Transfer Plan (STP) is the middle path
Learn how an SIP calculator can help align regular investments with your financial goals by estimating potential returns, future value, and required SIP contributions.
SIPs have been marketed as a product that can deliver 12 per cent, 14 per cent and other such fantastical figures. These claims are made by people who have a vested interest in saying so, Sharma said.
The share of SIP investments older than five years rose to 31 per cent as of March 2026, while monthly SIP inflows touched ₹32,087 crore
Investors are rebalancing within equity portfolios rather than making a wholesale shift towards defensive assets, says CEO of Anand Rathi Wealth
Invested ₹10,000 every month? These flexi-cap funds could have built ₹25 lakh+
The biggest opportunity for a fund house to differentiate itself lies in the strength of its investment philosophy, people, and processes, Chugh said.
How the continuing reforms in the MF space have created an over ₹82 trillion powerhouse
Check both equity and debt portfolios before investing
SIP-linked assets now account for over 40 per cent of active equity mutual fund AUM, supported by resilient retail participation despite a recent moderation in monthly inflows
Micro-Caps Beat Large-Caps in May. So Why Did Most Money Go Elsewhere?
A potential valuation correction, artificial intelligence trade (AI) trade unwinding and the Strait of Hormuz opening for business, the note said, could stem these outflows
Women below 35 have emerged as the largest group of female mutual fund investors, reflecting rising financial participation and growing SIP adoption
Equity-oriented mutual fund schemes garnered a net inflow of Rs 38,440 crore in April, marking a 5 per cent decline from the preceding month, amid geopolitical tensions in the Middle East, fluctuating crude oil prices, and concerns about global growth. Moreover, monthly contributions through SIPs (Systematic Investment Plans) declined to Rs 31,115 crore last month from Rs 32,087 crore in March,according to data released by industry body Amfi on Monday. Overall, the industry recorded a net infusion of Rs 3.22 lakh crore in April after witnessing an outflow of Rs 2.4 lakh crore in March. This was contributed by a huge inflow of Rs 2.5 lakh crore in the debt funds. The inflow has lifted the industry's assets under management by 11 per cent to Rs 81.92 lakh crore at the end of April, up from Rs 73.73 lakh crore at the end of March. This was driven by strong positive flows across segments and market to market gains witnessed during the month, said Venkat Chalasani, Chief Executive at ...
SIP strategy: ₹37,000-₹50,000 monthly can build ₹1 crore in a decade