Systematic Investment Plans

The decline in net inflows is largely due to a sharp dip in gross inflows from Rs 66,630 crore in January to Rs 54,429 crore in February

According to a recent industry report, SIPs account for over half of the total assets under management (AUMs) of smallcap funds, with midcaps following closely

ENDURANCE OVER IMPULSE: Anchor down for the long haul, doubling 5+ year holdings

PhonePe Wealth said it analysed the investment patterns of 100,000 women investors from January 1, 2024, to December 31, 2024, to understand their mutual fund (MF) investment trends

Schemes with downside protection strategies shine

Active SIP accounts decline by nearly a million in January, even as regular plan SIP count rises by 0.4 million

Caps short positions at 25% of corpus for equity schemes

Experts suggest rather than chasing the perfect entry point, investors should focus on staying invested, increasing contributions over time, and sticking to their financial goals

These initiatives include the "sachetisation" of MFs, Tarun Yojana, and MITRA - Mutual Fund Investment Tracing and Retrieval Assistant

The Budget's tax cuts, with an estimated revenue foregone of Rs 1 lakh crore, are expected to improve sentiment and have a multiplier effect on consumer demand

As of January 28, the AUM of largecap funds was down only 3.7 per cent since the end of December 2024, compared to a 4.3 per cent fall in the Nifty 100

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An SIP allows investors (particularly the salaried class) to match their cash flows with their investments

Currently, there is no structured product available to those who have a negative outlook. This drives them to derivatives, where only one out of 10 investors makes profits

Diversifying investments through multi-asset funds can be another smart investment move

2023 was a busy year for regulators like the Reserve Bank of India and the Securities and Exchange Board of India. Here are the 10 key changes on the regulatory front

Net lump sum investments jump manifold during Aug-Oct period

The number of systematic investment plan (SIP) accounts being discontinued rose 7.4 per cent month-on-month to 14.19 lakh in May, despite the stellar inflow into mutual funds through the route. At the same time, the number of new SIP registration rose to 24.7 lakh last month from 19.56 lakh in April, implying fresh registration of over 5 lakh, data with the Association of Mutual Funds in India (AMFI) showed. The higher number of SIP registration than discontinuation shows investors' continued confidence in the route, DP Singh, Deputy MD and CBO at SBI Mutual Fund, said. This could also be due to an easy cancellation facility available through online modes, he added. Meanwhile, investors continued to park their money in mutual funds, with contributions in SIPs reaching a new high of Rs 14,749 crore last month, after a brief dip to Rs 13,728 crore in April. It was Rs 14,276 crore in March. This robust inflow has led to assets under management of SIP rising by five per cent to Rs 7.5

In 2021-22, mutual funds (MFs) added over 4 million new investors, taking the total unique investor count to 37.7 million

The SIP book has grown consistently from Rs 11,305 crore in December 2021 to an all-time high of Rs 13,573 crore in December 2022