Page 9 - Sip Mutual Funds

Six easy steps to open an SIP online for those new to mutual funds

Systematic investment plans are a great way to invest in liquidity is an issue. What's more, they also reduce to impact of market volatility to some extent

Mutual fund growth reverses to mean after 2021 sprint, shows data

AUM growth down 63% on account of lower investor addition, market slowdown

SIP closure ratio surges to 51% in 2022 from 41% in 2021: Amfi data

Until end-November, 23 million new SIP accounts were registered, compared with 22 million during the same period in 2021 - a growth of 6 per cent

'Do not see any reason for SIP flows to change course significantly'

Investors can continue and add SIPs or STPs (spread over next six months rather than lump sum) into midcap funds, with a five year time horizon

Lump sum MF investments plunge in October as investors take SIP route

Flows down 64% from peak amid uncertain market conditions, valuation concerns

SIP's share in MF AUM hit new high of 17% in October, shows data

But overall AUM has increased a mere 6%

Inflows to MF SIPs cross Rs 13K crore in October for the first time

Yet net investments in active equity schemes slump 33% in same month, shows Amfi data

80% of net SIP investments in Sept go into active equity schemes: Data

Investment advisors recommend the SIP route for investment in volatile asset classes to maximise the benefit of rupee cost averaging

Continue SIPs for eight years to avoid loss in equities, say experts

Neither day of the month nor frequency of SIP has a material impact on returns

SIP account redemptions rise to 11-mth high as investors dip into savings

Investors pulled out around Rs 6,580 crore from their SIP accounts in MF schemes for the pre-festive splurge

Net inflows into equity MFs jump 130% to Rs 14,100 crore in September

SIP inflows surged 2 per cent month-on-month (MoM) in September to Rs 12,980 crore, according to the latest data released by the Association of Mutual Funds in India (Amfi).

Mutual funds: Limiting inflows enables fund manager to stick to quality

Massive inflows, especially in red hot markets, forces them to buy at high valuations, compromise on quality

New accounts opened via SIPs slacken in June, discontinuity increases

Experts say recent returns are a huge factor impacting incremental inflows into the market

SIP and safe: Equity MF inflows strong despite market turmoil in May

Systematic investment plans help garner flows of Rs 12,286 crore in May, up Rs 423 crore in April.

After FII, will retail investor flows into equity market also shrink?

Over past decade, strong retail flows have coincided with declining / low deposit rates, said analysts at Jefferies, who expect the deposit rates to go above the 7 per cent level with a lag

Two new players apply for licence to join the Rs 37-trillion MF market

The industry has seen a flurry of applicants in the past few months, including Samir Arora-led Helios Capital and Rakesh Jhunjhunwala's Alchemy Capital among others

86% of large-cap MFs underperformed indices in year to June 2021: Report

Eighty six per cent of large-cap equity schemes of mutual funds underperformed the indices during the one year to June 2021, which witnessed one of the strongest rallies in the markets, a report said on Monday. The scenario was not different in mid-cap and small-cap schemes of MFs either, which witnessed 57.1 per cent of the schemes trailing the movement in the respective benchmarks, S&P Indices Versus Active (SPIVA) said in its half-yearly report. Markets have had a phenomenal run since April 2020, fuelled by easy liquidity conditions created the world over following the pandemic, and concerns have been raised about the financial market euphoria being de-linked from actual economic activity on the ground. The report said over longer horizons as well, majority of the actively managed funds in India underperformed their respective benchmarks. Over a five-year period ending in June 2021, 82.7 per cent of large-cap, 76.2 per cent of small/mid-cap and 69.6 per cent of equity linked ...

SBI Focused Equity Fund: Long-term wealth creator for investors

Investment objective of scheme is to provide investors with opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity-related securities

MFs to focus on stronger inclusion of investors from deeper geographies

India has witnessed tremendous growth in its mutual funds industry that has grown from Rs 1.13 lakh crores to Rs 31.7 lakh crores in AUM from March 2000 to February 2021.

Mutual Fund SIP asset base touches all-time high at Rs 4.67 trillion in May

SIP AUMs have seen a close to four-fold jump to Rs 4,67,366 crore as of May this year from Rs 1,25,394 crore as of August 2016.