Page 2 - Systematic Investment Plans

SIP of Indian mutual funds gathered Rs 13,573 crore from investors: Amfi

Last month's SIP contribution was much higher than Rs 11,305.34 crore that was invested in December 2021

Mutual fund industry AUM rises 5.7% to Rs 2.2 trillion in 2022: Amfi

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

Industry can aspire to reach $5 a person monthly SIP in five years: Bhatia

With this, monthly SIP inflows can reach Rs 50,000 cr, says Sebi whole-time member

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

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

Average SIP ticket size shrinks 23% in over 3 years despite rising inflows

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

Mercedes-Benz India on road to best-ever sales: MD & CEO Martin Schwenk

'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'

Passive funds: Select ones with low tracking error, say experts

In case of an ETF, prefer those that also have large trading volume and AUM

Base effect contributing to small-cap funds' 30% return over three years

Limit exposure to this volatile category to 10-15% of equity portfolio, enter with 7-10-year horizon

Inflows in mutual fund SIPs at record all-time high of Rs 13,040 cr in Oct

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

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

Eight of 10 net SIP investments go into active equity schemes: Amfi data

Debt schemes account for 2% of the net inflows, passive schemes 8%

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

Share of direct plans in SIPs rises to 31% in three years, shows data

But their share in SIP AUM hasn't grown proportionately; 'regular' plans still dominate despite higher expense ratio

Small-cap funds can be rewarding for those who can stomach volatility

Limit investments in this space to 10-15% of your corpus, though; pay attention to fund size

New accounts opened via SIPs slacken in June, discontinuity increases

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

June equity MF inflows drop 16% MoM to Rs 15,498 cr due to volatility

The figure is 18% below monthly average for the year; However, sustained inflows into SIPs endured for 16th straight month

KYC mandatory: What you must know about new rules for MF investments

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

At 1.97 mn, new SIP openings in May lowest in 12 months, shows Amfi data

In May, 1.97 million new SIPs got registered - nearly 15 per cent lower than the previous five-month average of 2.3 million - reveals the data provided by Amfi

BSE StAR MF registers 20.4 mn transactions worth Rs 38,370 cr in May

It surpassed its all-time highest monthly record of 1.96 crore transactions achieved in March, while number of such transactions was 1.94 crore in April, the exchange said in a statement.