Page 2 - Systematic Investment Plans

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.

New SIP registrations surge 88% to 26.6 million in FY22, shows data

In the past year, large-cap funds on average have given returns of 26.45 per cent, while mid-cap and small-cap funds have given returns of 29.5 per cent and 40.4 per cent, respectively

New SIP registrations fall MoM in Feb even as flows into equity funds rise

Amfi data shows that in February, 2.34 million new SIP accounts were opened compared to 2.65 million in January

Women investors have Rs 4.5 trillion of mutual fund AUM, says CAMS

Report sats 5.9 million women investors hold 14 million folios and assets under management of Rs 4.5 trillion

84% SIP inflows via equity funds in September, shows Amfi data

In September, there were around 38 million active or live SIPs equity accounts

Record high new SIPs in July but discontinuation jumps, too

Profit booking in rising markets seen as one of the main reasons for high discontinuation

Combine your SIPs with long-investment horizon for better results

Expert advice on how to many the most of your systematic investment plans

Mutual fund SIP inflows hit 31-month low at Rs 7,302 cr in November

Investment in mutual funds through systematic investment plans dropped to a 31-month low of Rs 7,302 crore in November amid challenging economic environment. However, investment through the Systematic Investment Plans (SIPs) route had risen in October after six months of continuous decline. The 44-player mutual fund industry witnessed an inflow to the tune of Rs 7,302 crore through SIPs in November as compared to Rs 7,800 crore in the precedingmonth, data from the Association of Mutual Funds in India (Amfi) showed. This was the lowest-level since April 2018, when the investment through the route wasRs 6,690 crore. Since the last three days of November were non-business days, a significant amount of SIP flows might not be reflected in the official numbers. It is also significant to note that there has been a healthy addition of 3.39 lakh SIP accounts in November. Fund collection through SIP was Rs 7,788 crore in September, Rs 7,791 crore in August and Rs 7,831 crore in July. It dr

Job losses, salary cuts hit SIP continuation by MF investors: Survey

Sixty two per cent of mutual fund distributors (MFDs) reported that they saw some pause (58 per cent) or widespread pause (4 per cent) in SIPs

Make most of rupee-cost-averaging in NPS as well, with introduction of SIP

While this will help investors become more disciplined in saving for their retirement, the transaction charge could be a concern for those investing small amounts

MF distributors call for halt on fresh purchases in multi-cap schemes

Switching from one scheme to another is treated as transfer and is subject to capital gains tax

Investors can look at dynamic asset allocation funds: DSP Mutual Fund Prez

'Markets have generally been more expensive than the historical averages for some time now', said Parekh

Investors should use expense ratio as elimination criterion, say experts

Eliminate all those funds from your selection universe where the expense ratio is extremely high

Risk and return: Make the right trade-off

An SIP in an equity fund can reduce the average cost of investing and boost return. But it can't eliminate the risk of loss of principal

Stopped SIP? Use systematic transfer route as and when you have a surplus

Experts say if someone has lost his job or seen his income dwindle drastically during the lockdown, it is okay for him to pause or stop SIPs

Watch out for April SIP numbers

Treat exit by retail investors as a contrarian signal for entering equities

As market correct, it's better to stay away from leveraged businesses

Movng to stronger, more diversified ones will be prudent

YES Bank crisis: Paying loan? Shift ECS mandate to a nationalised bank

If you are paying a personal/home loan or doing SIPs, shift ECS mandate to another bank. It just might make sense to have one account with a nationalised bank

SIPs start showing signs of weakness as closure ratio climbs to 61% in Dec

At 591,000, December saw the highest number of SIPs being discontinued in the current financial year

Insurers stay on sidelines as Mutual Funds step up purchase of shares

Insurers bought shares worth Rs 42,000 cr in 2019, while MFs spent Rs 53,000 cr