Mutual Fund Investments

Debt-oriented mutual funds witnessed a strong recovery in October, driven by investments in liquid schemes and attracting a net inflow of Rs 1.57 lakh crore after huge redemptions in the previous month. Notably, 14 of 16 debt mutual fund categories reported net inflows during the month, while medium-duration and credit risk funds maintained their trend of consistent outflows. The positive inflow boosted the asset base of debt mutual funds by 11 per cent to Rs 16.64 lakh crore in October-end from Rs 14.97 lakh crore at the end of September, according to data with Association of Mutual Funds on India (Amfi). As per the data, debt mutual funds attracted inflows of Rs 1.57 lakh crore in October, marking a sharp reversal from the outflows of Rs 1.14 lakh crore recorded in September. Within the debt fund, liquid funds led the inflows with Rs 83,863 crore, accounting for 53 per cent of the total, followed by overnight funds and money market funds with Rs 25,784 crore and Rs 25,303 crore,

Turnover share in segment under regulator scrutiny also shows signs of increase since 2018-19

Sebi is reportedly investigating charges of front running at Sandeep Tandon-owned Quant Mutual Fund.

Several investors had taken to social media to complain about being unable to square off their positions

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

Mutual Fund Investment: Stock market and mutual fund investors, analysts said, need to be wary about rich valuations in equity markets at this point

Intensified redemption pressure came amid profit-taking by investors after a sharp market rally

The country's alternative investment industry, comprising Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs), has witnessed remarkable growth in the last five years, outpacing traditional mutual funds, the latest revealed data by PMS Bazaar on Wednesday. Over the past five years (from June FY19 to June FY24), the alternative investment industry has witnessed a Compound Annual Growth Rate (CAGR) of 26 per cent, with assets under management (AUM) reaching Rs 13.74 lakh crore as of June FY24, according to the data. This growth rate is more than double that of the mutual fund industry, which recorded a CAGR of 13 per cent with an AUM of Rs 46.63 lakh crore as of August 2023. The PMS Bazaar said that the surge in the alternative investment industry could be attributed to several factors such as rising income levels that have broadened accessibility to alternative investments, catering to a diverse range of High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Wort

Key additions were Hindustan Unilever, Nestle India, Adani Power, Zomato and Tata Consumer Products. Key reductions were ITC, Bharti Airtel, State Bank of India, Maruti Suzuki and Axis Bank

The majority 59 per cent of investors still consider past performance as one of the key benchmarks for investing in mutual funds.

The revised shareholding pattern shows that mutual funds have further increased their position since December 2022 from 1.73 per cent to 2.68 per cent

Mutual funds' collection through new fund offerings (NFOs) remained subdued in 2022, with asset management companies (AMCs) garnering over Rs 62,000 crore through new schemes, which was 38 per cent less compared to 2021. However, higher number of NFOs were launched in 2022 compared to the preceding year. A total of 228 new schemes were floated last year, which was way higher than 140 launched in 2021, according to the data compiled by Morningstar India. In the year 2022, fund managers focused on passive funds and fixed income categories like fixed maturity plans. In fact, number of fixed income NFOs seem to have doubled in 2022 over the previous year. According to the data, a total of 179 open-end funds and 49 closed-end funds were launched in the calendar year 2022, and cumulatively, these funds garnered Rs 62,187 crore. In comparison, 140 NFOs were floated in 2021 and cumulatively, these funds were able to mobilise Rs 99,704 crore and 81 new schemes were launched in 2020 raking i

After a spectacular 2021, the mutual fund industry failed to continue the momentum this year with the growth in asset base, investors count and flows subsiding in 2022 on volatile market conditions, but the New Year is expected to be relatively better. The industry grew at a slower pace in 2022, mainly due to global headwinds, including the Russia-Ukraine war, supply chain bottlenecks and a decadal high global inflation coupled with rising interest rates. The 2021 growth was mainly braced by a rally in the stock markets. The assets under management (AUM) of the mutual fund industry rose by 7 per cent or Rs 2.65 lakh crore in 2022. This was way lower than a surge of nearly 22 per cent or an increase of close to Rs 7 lakh crore in the asset base seen in 2021, data from the Association of Mutual Fund Industry (Amfi) showed. Swapnil Bhaskar, Head of Strategy, Niyo, said the mutual fund industry growth in 2023 is expected to be in line with the current trend with estimated assets under .

The industry attributes the gradual decline in SIP ticket size to the growing penetration of mutual funds (MFs) on the back of rising ease of investment

Lock into attractive yields being offered by target maturity funds of three-five-year maturity

Avoid trying to time entry and exit from funds; hold for at least one complete cycle

According to a circular issued by the markets regulator on Friday, investors will have to authenticate new investments in mutual funds through a one-time password from April 1, 2023.

Related entities acting as distributors account for a higher share of assets in such fund houses

Brokers will not be allowed to accumulate investors' funds; investors have to verify their personal details online

Mutual fund investments of over Rs 1.7 trillion steadied the ship