Mutual Fund Investments

The revised shareholding pattern shows that mutual funds have further increased their position since December 2022 from 1.73 per cent to 2.68 per cent

Mutual funds' collection through new fund offerings (NFOs) remained subdued in 2022, with asset management companies (AMCs) garnering over Rs 62,000 crore through new schemes, which was 38 per cent less compared to 2021. However, higher number of NFOs were launched in 2022 compared to the preceding year. A total of 228 new schemes were floated last year, which was way higher than 140 launched in 2021, according to the data compiled by Morningstar India. In the year 2022, fund managers focused on passive funds and fixed income categories like fixed maturity plans. In fact, number of fixed income NFOs seem to have doubled in 2022 over the previous year. According to the data, a total of 179 open-end funds and 49 closed-end funds were launched in the calendar year 2022, and cumulatively, these funds garnered Rs 62,187 crore. In comparison, 140 NFOs were floated in 2021 and cumulatively, these funds were able to mobilise Rs 99,704 crore and 81 new schemes were launched in 2020 raking i

After a spectacular 2021, the mutual fund industry failed to continue the momentum this year with the growth in asset base, investors count and flows subsiding in 2022 on volatile market conditions, but the New Year is expected to be relatively better. The industry grew at a slower pace in 2022, mainly due to global headwinds, including the Russia-Ukraine war, supply chain bottlenecks and a decadal high global inflation coupled with rising interest rates. The 2021 growth was mainly braced by a rally in the stock markets. The assets under management (AUM) of the mutual fund industry rose by 7 per cent or Rs 2.65 lakh crore in 2022. 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 seen in 2021, data from the Association of Mutual Fund Industry (Amfi) showed. Swapnil Bhaskar, Head of Strategy, Niyo, said the mutual fund industry growth in 2023 is expected to be in line with the current trend with estimated assets under .

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

Lock into attractive yields being offered by target maturity funds of three-five-year maturity

Avoid trying to time entry and exit from funds; hold for at least one complete cycle

According to a circular issued by the markets regulator on Friday, investors will have to authenticate new investments in mutual funds through a one-time password from April 1, 2023.

Related entities acting as distributors account for a higher share of assets in such fund houses

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

Mutual fund investments of over Rs 1.7 trillion steadied the ship

For non-senior citizens, the maximum benefit can go up to Rs 17,000 using Section 80TTA and Section 10(15)(i)

Mutual funds invested Rs 2,476 crore in equities in March, making it the first such infusion in 10 months, as consolidation in the market provided investment opportunities to fund managers

Says cap is meant for diversification, and just because some scrip is outperforming is no reason to raise the ceiling

Schemes among the six wound up by the fund house had given the loan crore against non-convertible debentures (NCDs) to the firm in March 2019, according to ED's chargesheet

"We are committed to doing all we can to return money in the schemes that are wound up at the earliest to investors," Franklin Templeton Asset Management (India) President said

Fund managers say reduced exposure to banking can be attributed to a combination of factors

For those who don't have adequate investments, taking a bridge loan to service EMIs may work

Fund managers attributed growth in the asset base to higher retail participation and robust inflows in equity schemes and liquid funds

Funds will have to adhere to sectoral caps and restrictions applicable to foreign investment in Indian equities

IFAs say the reduction in incentives, and over-regulation is making MF distribution a less attractive proposition