Page 5 - Sip Mutual Funds
Where's the money going? 74% of total NFO flows in Aug were thematic MFs
Equity funds witnessed net inflows of Rs. 38,239 crore, the second-highest monthly figure ever recorded.
 "Where's the money going? 74% of total NFO flows in Aug were thematic MFs")
Nippon, Axis mutual funds set to launch active momentum offerings
At present, there is only one active momentum fund, that of Samco MF. Most other fund houses have momentum factor-based funds on the passive side
 "Nippon, Axis mutual funds set to launch active momentum offerings")
Monthly SIP of Rs 10k since 2021 grows to Rs 5.6 lakh for this Value Fund
A monthly SIP of Rs. 10,000 since inception, which totals to Rs 3,60,000, would have grown to Rs 5,62,088, delivering an XIRR of 31.23% as of 31st August 2024 as against BSE 500 TRI XIRR of 27.08%.
 "Monthly SIP of Rs 10k since 2021 grows to Rs 5.6 lakh for this Value Fund")
JM Flexicap Fund gave 80% return in a year: Top performing SIP mutual funds
Here's a breakdown of the top 10 performing mutual fund SIPs based on their present value and XIRR (annualized returns)
 "JM Flexicap Fund gave 80% return in a year: Top performing SIP mutual funds")
Only 39% of MFs outperform benchmarks in July, small cap a complete washout
Large cap funds outperformed, while mid and small cap funds faced challenges.
 "Only 39% of MFs outperform benchmarks in July, small cap a complete washout")
15 equity NFO launches in July, thematic funds continue to steal show
Of these, three were in the equity-oriented asset class garnering Rs 14,735 crore and 12 were passive funds (6 index funds and 6 Other ETFs) which garnered Rs 2,830 crore
 "15 equity NFO launches in July, thematic funds continue to steal show")
Mutual fund trends in July: Equity inflows dip but SIPs soar to record high
Despite a 9 per cent dip in overall equity mutual fund inflows to Rs 37,113 crore in July, the industry recorded a significant milestone with SIP contributions crossing the Rs 23,000 crore mark
MF and retail share of NSE stocks at all-time high, FII share at 12-yr low
Mutual funds are now holding a record 9.17% of companies listed on the National Stock Exchange (NSE) as of June 30, 202
 "MF and retail share of NSE stocks at all-time high, FII share at 12-yr low")
Thematic funds rake in Rs 70,000 cr in 2024: Manufacturing, infra lead
Even in June 2024, inflows of Rs 22,350 cr (55% of total active flows) were into these funds.
 "Thematic funds rake in Rs 70,000 cr in 2024: Manufacturing, infra lead")
Rs 5 cr: Portfolio value on investing Rs 30k monthly at 10% annual increase
As per the FundsIndia Research Report, by investing Rs 30,000 per month with a 10% annual increase in contribution, you can achieve your first Rs 50 lakh in 7 years at an assumed rate of 12%.
MF flows decoded: Flexi-caps rule Rs 1 trillion club, followed by sectoral
The Indian mutual fund industry's Trillion Rupee Club welcomes new members! Flexi-cap funds lead by AUM, but index ETFs surprisingly hold the top spot
 "MF flows decoded: Flexi-caps rule Rs 1 trillion club, followed by sectoral")
Elections are over, where should you park your money? Mirae Asset answers
The asset management company prefers large-cap oriented funds and hence any fresh allocations may be made in diversified funds like largecap, Flexicap and Multicap. H
 "Elections are over, where should you park your money? Mirae Asset answers")
H1CY24 scorecard: Nippon India Mutual Fund grows fastest among top 10
HDFC and ICICI Prudential were the other two fund houses in the top 10 that registered over 20 per cent growth during the same period
 "H1CY24 scorecard: Nippon India Mutual Fund grows fastest among top 10")
India dedicated flows slow to 12-week low, led by outflows from ETFs
India dedicated flows finally slowdown to 12-week low of $153mn this week after average weekly inflows of $1bn post-election results.
 "India dedicated flows slow to 12-week low, led by outflows from ETFs")
Buoyant equity market pushes mutual fund AUM near Rs 60 trn in June quarter
Second straight quarter of near double-digit growth
 "Buoyant equity market pushes mutual fund AUM near Rs 60 trn in June quarter")
Loan against MFs: Opt if portfolio growth set to outpace loan rate
The Mutual Funds offered as collateral must be held in demat format
 "Loan against MFs: Opt if portfolio growth set to outpace loan rate")
Quant MF raises wager on HDFC Bank, exposure increases across schemes
Reliance Industries and Jio Financial Services are among the top holdings in most schemes
Is your mutual fund too risky? Sebi's solution is risk-adjusted return'
Risk-adjusted return (RAR) of a scheme portfolio quantifies the amount of return generated by a mutual fund scheme for each unit of risk taken to achieve that return.
 "Is your mutual fund too risky? Sebi's solution is risk-adjusted return'")
Mutual Fund SIP vs Lump Sum investment: Which is better investment option?
SIP is suitable for investors who prefer a disciplined and systematic approach to investing, while lump sum investment may be appropriate for those with a significant amount of money
Hero Motocorp, JSW energy among 7 midcap stocks likely to get largecap tag
M-cap of 6 of these 7 midcap stocks has topped Rs 1 trillion
 "Hero Motocorp, JSW energy among 7 midcap stocks likely to get largecap tag")