The latest monthly data released by the industry body Association of Mutual Funds in India (AMFI) for the month of December 2021 was very encouraging from an equity mutual fund perspective. According to AMFI monthly data, inflows of equity mutual funds have more than doubled to ₹325,077 crores in December 2021 compared to ₹11,615 crores witnessed in the month of November 2021 and against an outflow of 10,147 crores in December 2020. The net inflows registered in December 2021 in equity MF were the highest since April 2018. Even investments through the SIP route in the month of December 2021 were at ₹11,305 crore, which seems to be the highest ever figure.
Good inflows, along with a healthy surge in equity markets, has led to an increase in the share of equity schemes in the overall AUM of domestic mutual funds. It has increased from 31 percent at the start of the year to 36 percent by the end of the year 2021. For the year 2021, the total increase in AUM of equity MF has been ₹4.4 lakh crore, out of which around ₹1 lakh crore has come from inflows and the rest from mark-to-market gains. At the end of December 2021, equity-oriented schemes derived 88 percent of their assets from individual investors (Retail + HNI).
This shows that retail investors are increasingly getting attracted towards mutual funds for their investment needs and for achieving their financial goals. Mutual funds have become an integral part of retail investors' portfolios with investors assigning different SIPs to different goals. One of the reasons for such a recent surge in the interest of the investors are the better returns provided by equity mutual funds in the last few years.
Bu hikaye Dalal Street Investment Journal dergisinin January 31, 2022 sayısından alınmıştır.
Start your 7-day Magzter GOLD free trial to access thousands of curated premium stories, and 9,000+ magazines and newspapers.
Already a subscriber ? Giriş Yap
Bu hikaye Dalal Street Investment Journal dergisinin January 31, 2022 sayısından alınmıştır.
Start your 7-day Magzter GOLD free trial to access thousands of curated premium stories, and 9,000+ magazines and newspapers.
Already a subscriber? Giriş Yap
How To Invest In An Ageing Bull Market
Bull rallies (periods when stock prices rise) and bear declines (periods when stock prices fall) are natural parts of stock market cycles, but they don't follow a fixed timeline.
Should You Entrust All Your Money To A Single AMC?
If you are a market participant, you have probably heard the quote 'don't put all your eggs in one basket', which suggests diversification. Investors often focus on diversifying across categories like large-cap, mid-cap and small-cap, but they may unintentionally overlook diversification across different AMCs. The question arises: is AMC-wise diversification really necessary? Rakesh Deshmukh takes a closer look at this scenario
Wild Swings Engulf Global Equities
U.S. stock markets experienced significant volatility. An early-week rally pushed the markets to new highs, but this momentum faded, primarily due to weaknesses in the tech sector. The major indices had a mixed finish with, S&P 500 and Nasdaq closed lower, while the Dow recorded a notable gain.
U.S. Elections and China's Economy Hamper Commodities
Commodity markets experienced selling pressure in the last fortnight, driven by uncertainties surrounding the upcoming U.S. presidential elections, concerns about the Chinese economy, and increased agricultural production in Brazil.
Wealth Building For Retirement Through Mutual Funds
Retirement is one of the most crucial and lifechanging phases. It marks a period where maintaining your lifestyle becomes paramount even though your regular income stops.
Mastering Investment with Information Ratio
Information Ratio helps in navigating the complexities of the investment landscape by assessing an active fund manager's performance. And though it has its limitations, it remains an essential part of the finance industry. The article explains what Information Ratio is and how investors can use it as another tool
Plan To Be Financially Independent
Each of us aspires to be financially independent as it ensures having enough resources to be self-sufficient and control our finances.
❝Technology is the new game-changer"
With a new breed of young investors entering the financial markets, it is the use of technology that is increasingly playing a major role in how investments are done and tracked. Anand Radhakrishnan, Managing Director, Sundaram Mutual Fund, shares his opinion about how this factor is turning into a significant tool and how it will shape the strategies of his company
What If Donald Trumps?
The potential election of Donald Trump as president in the U.S. carries significant implications for the Indian equity market. It could lead to changes in the global trade dynamics, in particular affecting the Indian IT sector while also raising inflation levels and leading to yet another revision in the visa programme for Indians who want to work in the US. The article takes a closer look at what may lie in store
Sectoral Gains Make A Mark
Benchmark indices continued their uptrend, reaching new record highs, although the pace has slowed as the broader markets faced selling pressures
