Page 5 - Sip Mutual Funds

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

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.

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

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

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

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.

Buoyant equity market pushes mutual fund AUM near Rs 60 trn in June quarter

Second straight quarter of near double-digit growth

Loan against MFs: Opt if portfolio growth set to outpace loan rate

The Mutual Funds offered as collateral must be held in demat format

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.

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

Expecting daily positive moves in stock market is unreasonable: Parekh

Valuations are high in companies in defense, railways, engineering, new energy, and the power sectors, Parekh of DSP Mutual Fund said in an exclusive interview

Why are DIIs buying heavily ahead of Lok Sabha elections? Analysts weigh in

Between January and May 28, DIIs have purchased shares worth Rs 1.97 trillion. In May alone, DIIs bought shares worth Rs 44,952.16 crore

Average SIP size up 9.6% at Rs 2,340 in April: Where are Indians investing?

Equity schemes saw the highest growth in open-ended schemes year-on-year, with an increase of 52 schemes. A significant portion of this growth (nearly 34 schemes) came from thematic funds

Election-related market volatility: Time for MF investors to start SIP?

Mutual fund investment strategy: Mutual fund investors, meanwhile, have been rejigging their portfolios amid a surge in equity volatility

Share of North East in MF assets more than doubles to Rs 40,324 cr in 4 yrs

The share of North East in overall mutual fund assets in the country more than doubled in the last 4 years to Rs 40,324 crore in March 2024, spurred by increased awareness and growing interest among retail investors to invest in equities, a report by ICRA Analytics said. Also, this signals a growing appetite among investors from smaller towns and cities to invest in mutual funds. The combined share of Arunachal Pradesh, Assam, Manipur, Meghalaya, Mizoram, Nagaland and Tripura rose to 0.73 per cent of the total average asset under management (AAUM) of the mutual fund industry, which stood at Rs 55.01 lakh crore in March 2024. The share was around 0.67 per cent in March 2020, when the industry's AAUM was at Rs 24.71 lakh crore. Data for Sikkim was not provided. In March 2020, these states had an asset base of Rs 16,446 crore as compared to Rs 40,324 crore in March this year. "Though the contribution of these states to the total AAUM of the industry is still small in percentage terms,

Equity MFs inflow drops 16% to Rs 18,917 cr; SIPs at over Rs 20K cr mark

Equity mutual funds attracted Rs 18,917 crore in April, marking a slump of 16 per cent from the preceding month, on a huge decline in inflow in large-cap funds. This also marks the 38th consecutive month of net inflows in equity funds, data with the Association of Mutual Funds in India (AMFI) showed on Thursday. Moreover, monthly Systematic Investment Plan (SIP) contributions crossed the Rs 20,000 crore mark and reached an all-time high of Rs 20,371 crore in April compared to Rs 19,271 crore in the previous month. Overall, the mutual fund industry has witnessed an inflow of Rs 2.4 lakh crore in the month under review after experiencing an outflow of Rs 1.6 lakh crore in March. The huge inflow was due to investment of Rs 1.9 lakh crore into debt schemes. As per the data, equity-oriented schemes witnessed an inflow of Rs 18,917 crore in April, way lower than Rs 22,633 crore in March and Rs 26,866 crore in February. Barring equity-linked saving schemes (ELSS), which saw an outflow of

Explained: Sebi tightens reigns on mutual funds to prevent insider trading

The Securities and Exchange Board of India (SEBI) has taken a strong stance against front-running and insider trading in mutual funds. Business Standard explains the key decisions made by Sebi;s board