Page 3 - Sip Investment

Defence funds: Enter via SIP with 10-year view to manage valuation risk

Jefferies estimates India's defence sector opportunity at US$100-120 billion over the next five-six years

Monthly SIPs drive 5-year equity fund inflow streak as lumpsums dip

Equity funds have emerged as a key pillar of support to domestic markets in recent years

Steady SIP inflows, SIF foray buoy positive outlook for mutual funds

Despite market volatility and AUM decline, steady SIP inflows and earnings from SIFs support positive outlook for listed AMCs following resilient Q4 performance

Largecap funds take the lead over smallcap peers in 2-year SIP returns

However, immediate shift in investor preference unlikely, say experts

MF inflows ride SIP wave amid market volatility, push AUM up by 23%

Seventy active equity schemes were launched last year with the bulk of the action happening in the sectoral and thematic spaces

SIP account closures hit Indian Mutual Funds for the first time since 2022

Notably, during the 2022-23 correction triggered by the Russia Ukraine crisis, SIP accounts didn't see net closures. This emerging trend warrants close monitoring.

Retail investors grow wary amid tariff seesaw but analysts remain upbeat

Analysts believe tariffs are part of the story but not the whole of it

Monthly SIP inflows may touch ₹40,000 crore in 18-24 months: Union AMC CEO

Fuelled by rising disposable incomes and growing awareness about disciplined investing, monthly SIP inflows across the mutual fund industry could scale up to Rs 40,000 crore over the next 18-?24 months, according to Madhu Nair, CEO of Union Asset Management Company (AMC). SIP inflows stood at Rs 25,925 crore in March, although the industry has witnessed a declining trend over the past four months amid heightened market volatility triggered by frequent US tariff changes. Despite this short-term dip, the broader picture remains optimistic. In 2024-25, the average monthly SIP contribution rose to Rs 24,113 crore, a significant jump from Rs 16,602 crore in the previous fiscal year. This rise highlights the growing maturity of retail investors, who increasingly recognise the benefits of systematic investing. However, SIP account numbers declined slightly, from 8.4 crore in March 2024 to 8.11 crore in March 2025. The SIP assets under management (AUM) continued to grow, reaching Rs 13.31

How and where to invest Rs 10 lakh today? Value Research breaks it down

Investing Rs 10 lakh today requires careful consideration of your investment horizon, goals, and risk tolerance.

What should I do with money? Focus on top up SIPs, large caps, says DSP MF

Fresh deployment through use of hybridslike Dynamic Asset Allocation or Multi Asset Allocation strategies asthey raise equity weights on lower valuations.

Rs 1,000 monthly SIP for 30 years: How Rs 3.6 lakh grows into Rs 34.9 lakh

The whole success of SIP depends on whether you are able to continue your SIPs in a disciplined manner over the long term without panicking and stopping them during a market fall.

SIP ticket size of women investors 22% higher than men, shows data

PhonePe Wealth said it analysed the investment patterns of 100,000 women investors from January 1, 2024, to December 31, 2024, to understand their mutual fund (MF) investment trends

Markets Today: Trump on mkts; FII; Nasdaq; Nikkei; Balaji, NAPS Global IPOs

Stock Market Today: As of 6:33 AM, GIFT Nifty Futures were down 75 points at 22,545, hinting at a negative start.

Franklin Templeton launches low-duration debt fund; key details here

Franklin India Low Duration Fund will remain available for subscription until March 5, 2025, during which the fund will be available at Rs 10 per unit

Capital gains tax in India is a bad idea: Samir Arora, Helios Capital

Taxing FIIs on their gains, who face forex risks, and have no tax set-off available in their home country is a big mistake that the government is making, said Sami Arora at BS Manthan.

SIP closures more pronounced in direct space amid equity market fall

Active SIP accounts decline by nearly a million in January, even as regular plan SIP count rises by 0.4 million

From Rs 12,000 to Rs 14,648 in a year: Best and worst SIP mutual funds

As the market fluctuates over the year, you see the power of monthly investments-often a strategy that benefits from rupee cost averaging-allowing you to buy units at various prices.

Franklin Templeton launches 'Franklin India low duration fund'; details

The New Fund Offer (NFO) is set to close on March 5, 2025, during which the fund will be available at Rs 10 per unit. For an SIP, the minimum investment amount is Rs 500

Want to start Rs 250 JanNivesh SIP? Know where your money is invested

The money collected through JanNivesh SIP will be invested by SBI Mutual Fund in the SBI Balanced Advantage Fund

Arbitrage funds beat bank FDs with higher returns amid market volatility

Amid continuous market volatility, arbitrage funds have surpassed public bank fixed deposits (FDs) in terms of one-year returns