Page 6 - Sip Mutual Funds

Mutual funds take the passive route in search for differentiation

Passive space set for innovative offerings as MFs look to leverage higher flexibility

Mutual funds SIP investments increase 28% to Rs 2 trillion in FY24

Buoyant economic outlook and increased market participation helped drive the inflows in the mutual fund industry through systematic investment plans or SIPs route to record Rs 2 lakh crore in 2023-24, marking a rise of 28 per cent year-on-year. In comparison, an inflow of 1.56 lakh crore was witnessed through this route in 2022-23, Rs 1.24 lakh in 2021-22 and Rs 96,080 crore in 2020-2021, data with the Association of Mutual Funds in India (Amfi) showed. Moreover, mutual fund SIP contribution has seen over four-fold rise during the last seven years. It was Rs 43,921 crore in 2016-17. Additionally, SIP book has also grown consistently from Rs 14,276 crore in March 2023 to an all-time high of Rs 19,270 crore in March 2024, indicating a growth of 35 per cent. The SIP contributions consistently exceeding Rs 19,000 crore for two straight months in February and March this year signal a shift towards a more disciplined investment strategy among investors. "This disciplined approach is fur

PGIM India MF launches retirement fund; StanChart offers 7.5 mn shares

Standard Chartered Bank is offering up to 7.5 million shares in Central Depository Services India (CDSL) in a placement

SIP's full cup: Lowest stoppage ratio in over two years, shows data

SIP account discontinuation moderated in February, despite the regulator highlighting valuation concerns in the mid and smallcap space

How to invest your money in a volatile market? Motilal Oswal draws up a plan

MOPW recommends a focus on Large Caps and Multicap funds for new equity investments

Best large cap equity fund award goes to ICICI Prudential Bluechip: Check full list here

These awards are determined by a combination of risk-adjusted medium- to long-term performance track records and Morningstar's forward-looking rating for funds.

Equity mutual fund flows hit two-year high on NFOs and robust SIPs

Smallcap schemes see moderation in flows as Sebi takes stock of risks

Majority of states, union territories have single-digit MF penetration

Per capita investment is less than Rs 10,000 in eight of them

'Bite-sized SIPs will lead to doubling of MF's AUM to Rs 100 trn by 2030'

Bite-sized SIPs generated from growing household savings are billowing sufficiently to push India's mutual fund industry to double its AUM in 5 years, expects Axis Capital's Praveen Agarwal

Spike in new MF investors as bull run continues, scheme launches pick up

MFs add 1 million new investors in January, highest in nearly two years

Largecap heavy funds back in reckoning as smallcap fever recedes

In a first in 17 months, largecap, flexicap funds outpace smallcap schemes in terms of flows

Mutual fund equity deployment tops Rs 1 trillion in 5 months, shows data

The MF deployment in equity funds is linked to the investor inflows into equity and hybrid funds. In the last two months, equity schemes have received a net of Rs 38,800 crore

Valuation to risks: What's in store for mutual fund investors in 2024?

Global interest rate trajectory and its impact will determine the direction of equities

What are MFs buying? Maximum gain seen in banking stocks in December 2023

DFC Bank, ICICI Bank, Reliance Industries, L&T, SBI, NTPC, Infosys, Bharat Electronics, ITC, and Axis Bank rose the most in value month-on-month, as per data analysed by brokerage Motilal Oswal.

SIP or lumpsum? How should you invest if you are sitting on idle cash

For those wary of market valuation, employing STP-placing funds in fixed-income mutual funds and gradually shifting to equity over 12-18 months-is a prudent strategy.

Sebi extends deadline to add nominees in mutual funds, demat accounts

Markets regulator Sebi on Wednesday extended the deadline to June 30 next year for demat and mutual fund account holders to provide a nomination. Earlier, the deadline to nominate a beneficiary or opt out of it by submitting a declaration form was December 31, 2023. The move is aimed at helping investors to secure their assets and pass them on to their legal heirs. "Based on representations received from the market participants, for ease of compliance and investor convenience, it has been decided to extend the last date for submission of 'choice of nomination' for demat accounts and mutual fund folios to June 30, 2024," the Securities and Exchange Board of India (Sebi) said in a circular. Further, Sebi asked asset management companies (AMCs), depository participants and Registrar and Transfer Agents (RTAs) to encourage the demat account holders and mutual fund unit holders to fulfil the requirement for nomination/opting out of nomination by sending a communication on fortnightly ba

SIP accounts AUM jumps 38% in 2023, share in mutual fund assets tops 19%

Monthly SIP investments have been going up consistently, rising from Rs 8,023 crore in January 2021 to Rs 17,073 crore in November 2023

Financial risk, reward, goal: Here's the right way to book profit

Don't try to excessively time the market or exit an investment because others have done so, say experts

Portfolio rebalancing: Is it time to move away from small-caps?

According to data from the AMFI, as of December 6, 2023, the average one-year returns for 23 small-cap funds stood at 32.68 per cent

SIP soars beyond city limits: Small towns lead in account additions

SIP account additions and SIP inflows from B30 have been growing at a faster pace than from T30