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
Last month's SIP contribution was much higher than Rs 11,305.34 crore that was invested in December 2021
The mutual fund industry added Rs 2.2 lakh crore to its asset base in 2022, driven by consistent monthly increase in SIP (Systematic Investment Plan) flows. The Assets Under Management (AUM) of the mutual fund industry rose by 5.7 per cent or Rs 2.2 lakh crore to a total Rs 39.88 lakh crore in 2022, data from the Association of Mutual Fund Industry (Amfi) showed on Tuesday. 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 to Rs 37.72 lakh crore in 2021. "The industry grew at a slower pace in 2022 due to uncertainty in stock markets, and changing interest rate scenarios affecting the business environment at large. Understandably, investors have been in step with these changes by reallocating their investments between equity, debt and hybrid schemes," Gopal Kavalireddi, Head of Research at FYERS, said. While, the growth of 42-player mutual fund space in 2021 was mainly braced by a rally in the stock markets. The incre
With this, monthly SIP inflows can reach Rs 50,000 cr, says Sebi whole-time member
AUM growth down 63% on account of lower investor addition, market slowdown
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
'We reached our highest (unit sales) number in the calendar year 2018. It was 15,538 units. We assume we should be able to cross this number'
In case of an ETF, prefer those that also have large trading volume and AUM
Limit exposure to this volatile category to 10-15% of equity portfolio, enter with 7-10-year horizon
Investors are betting big on systematic investment plans or SIPs to generate long-term wealth, with monthly flows in the mutual fund industry through the route rising to an all-time high of Rs 13,040 crore in October. This surpassed the Rs 12,976 crore inflow seen in September, data with Association of Mutual Funds in India (AMFI) showed on Thursday. The inflows through SIPs have been above the Rs 12,000-crore mark since May. It was at Rs 12,140 crore in July, Rs 12,276 crore in June and Rs 12,286 crore in May. Prior to that, it was at Rs 11,863 crore in April. With this, total inflow has reached over Rs 87,000 crore in the first seven months of the current fiscal. This came following an inflow of over Rs 1.24 lakh crore in the 2021-22 financial year. "Markets continue to react to the global factors and domestic rate hikes. However, mutual fund investors have shown resilience and continue to invest in SIPs, with consistent contribution month on month. There is growth in overall equ
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