SIP account additions and SIP inflows from B30 have been growing at a faster pace than from T30
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The report is based on a detailed analysis using long-period data of S&P BSE Sensex TRI (last 27 years) and considers all those periods when equity market has fallen more than 20% from its top.
Average net SIP inflows in the first five months FY24 at Rs 6,170 crore, down from Rs 7,000 crore last fiscal
As of August-end, the benchmark Nifty50 had logged gains in each of the past five months starting March and has risen almost 14 per cent during the period
Eight Seven per cent of women opt for equity-oriented SIP investments, slightly below men at 89.9%.
Before you start investing, it is essential to cover the basics, i.e., emergency fund, term life insurance, and health insurance.
This segment attracting such inflows despite long term capital gain being taken away in the previous month is a strong indication of what is lying ahead
Systematic investment plan inflows are the cornerstone for the mutual fund industry's growth, he says
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
SIP account redemptions were 36% higher than H1: Amfi
Don't exit growth-style funds as they may benefit next from a shift in investor preference
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
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
Flows down 64% from peak amid uncertain market conditions, valuation concerns
Yet net investments in active equity schemes slump 33% in same month, shows Amfi data
Investment advisors recommend the SIP route for investment in volatile asset classes to maximise the benefit of rupee cost averaging
Neither day of the month nor frequency of SIP has a material impact on returns
Debt schemes account for 2% of the net inflows, passive schemes 8%
Mutual funds fail to carry high growth momentum of FY22 due to changed market conditions