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Both mid-cap and small-cap mutual fund schemes have continued to attract significant investor interest, having garnered about Rs 30,350 crore in inflows during the April-September period of the current financial year. Last year, as data from <keyword id="6359050" type="General" weightage="20" keywordseo="AMFI" source="Orion">AMFI</keyword> showed, the total inflows in both these segments during the same period were only marginally higher at Rs 32,924 crore. Data from Value Research suggests that mid-cap funds have generated 46.25% returns over the past year, while small-cap funds have yielded returns worth 44.17% during the same time. This is far better than their 3-year returns, which stand at 20.67% for midcaps and 21.64% for smallcaps. The returns further moderate over 5 years to 32.44% for small caps and 27.94% for midcaps. Inflows in mid- and small-cap funds have only grown from strength to strength during the current year, despite market watchdog <keyword id="35210" type="General" weightage="20" keywordseo="SEBI" source="Orion">SEBI</keyword> repeatedly highlighting the high risks both these categories entail. Between January and March 2024, small-cap funds saw inflows worth Rs 6,085.27 crore, while mid-cap funds were a little behind, garnering inflows worth Rs 4,887.05 crore. Between April and June this year, small-caps saw inflows worth Rs 7,196.8 crore. At the same time, midcaps saw inflows worth Rs 6,926.60 crore. In line with this increase in inflows, the number of investors (folios) in the two schemes shot up by 1.32 crore year-on-year to nearly 4 crore in the six-month period ended September 30, 2024. Since 2020, the small-cap universe (i.e., companies with a market cap of less than Rs 2000 crores) has grown nearly fourfold, offering investors a wide range of investment opportunities. Data from Trust Mutual Fund also shows that small-cap funds have also emerged as great generators of long-term wealth. Between August 2014 and August 2024, the <keyword id="6354813" type="General" weightage="20" keywordseo="Nifty" source="Orion">Nifty</keyword> 100 total return index (TRI) has yielded a CAGR of 14.7%. In contrast, the Nifty smallcap 250 TRI has registered a CAGR of 18.2% "Small caps will continue to grow at a faster rate for years to come. I expect the inflows to continue as Indians want to invest in the high-growth sectors. Small-cap funds should be seen as an integral part of one's portfolio allocation and not a tactical play," Trust Mutual Fund CEO Sandeep Bagla told PTI. Individually, mid-cap funds saw an inflow of Rs 14,756 crore, and small-cap funds attracted Rs 15,586 crore in the first half of FY25. This aggregates the total inflow to Rs 30,342 crore, the data showed. In addition, the stress test in March 2024 has also played a role, reinforcing confidence by ensuring that fund managers are prepared to handle market volatility, Feroze Azeez, Deputy CEO, Anand Rathi Wealth Ltd, said. "With the mid-cap and small-cap segments projected to grow at 20 percent and 25 percent, respectively, in FY25, we expect inflows to remain strong, especially as SIP inflows continue to hit new peaks," he told media.

Investors pour in Rs 30,350 crore in mid and small cap funds in the first half of 2024

Investors continued to push significant money into sectoral, or thematic funds, with the category seeing inflows worth Rs 18,117.18 crores during August 2024. The inflows in this category remained largely flat last month, changing negligibly from Rs 18,386.35 crores in July 2024. During August, 5 new thematic mutual fund NFOs were launched, which raised a total of Rs 10,093.57 crore. <h2>42nd consecutive month of positive inflows</h2>This takes the total tally of existing sectoral fund schemes to 179. The next category with most schemes offered (42) is <keyword id="103549" type="General" weightage="20" keywordseo="ELSS" source="Orion">ELSS</keyword> (equity-linked savings scheme). Himanshu Srivastava, Associate Director – Manager Research, Morningstar Investment Research India cautioned that investors should be cautious while selecting funds specially from the sector/thematic category. Such funds offer a very high-risk high return investment proposition and may not fit in the portfolio of every investor. "Either investors should themselves understand the dynamics of the underlying sector or theme to take a prudent investment decision, or they should have a strong advice available to them, who can help them take the right decision", he advised. Inflows in small-cap funds tapered significantly, and are now largely in line with funds garnered by large-cap and mid-cap funds. In August, large-cap funds saw inflows worth Rs 2,636.86 crore, while large and mid cap funds amassed Rs 3,293.74 crore. Small-cap funds raked in Rs 3,209.33 crore during the month. "With large cap segment faring relatively better from valuation point of view, investors have shifted their attention towards this category again. Besides, large cap funds add stability to the portfolio during the times of market volatility, and this could be another reason for investors to invest in these funds, given heightened volatility observed in the markets in the recent times. Additionally, with the valuation high in the mid and small cap segments, some shift towards large caps is not surprising", continued Srivastava. Also, investors showed far more proclivity for <keyword id="6357979" type="General" weightage="20" keywordseo="Mutual-Funds" source="Orion">mutual funds</keyword> spread over various market caps, as opposed to a single one. This is evident in the amount garnered by flexi-cap funds, which amassed Rs 3,513.16 crore. All in all, the equity segment saw total inflows of Rs 34,302.82 crores in August, making it the 42nd consecutive month of net inflows in this segment. Even the number of folios in equity jumped 3.16%, up from Rs 13.8 crore in July to Rs 14.3 crore in August. In hybrid funds, balanced advantage funds saw inflows worth Rs 3,215.06 crore, while multi-asset allocation funds received Rs 2,826.89 crore. <h2>Debt inflows take a dip</h2>As for debt categories, they saw inflows worth Rs 45,169.36 crore during the month, higher than their equity counterparts. However, this was significantly lower than the inflows it registered in July, which stood at Rs 1,19,587.60 crore. The biggest contributors to this quantum were <keyword id="428654" type="General" weightage="20" keywordseo="liquid-funds" source="Orion">liquid funds</keyword> and overnight funds, which received Rs 13,594.87 crore, and Rs 15,105.93 crore respectively. And despite various PSU stocks having a good run on the bourses, banking and PSU funds saw outflows worth Rs 1,549.99 crores, the highest in debt segment. Nehal Meshram, Senior Analyst, Research, Morningstar Investment Research India highlighted that overnight funds, liquid funds and money market funds accounted out 86% of the overall debt inflow last month. "This trend reflects a preference for low-risk and highly liquid investment options. Investors also showed a preference for categories with shorter maturity profiles, such as short term, corporate bond and ultra short duration funds, for temporary parking of funds. Medium duration funds, which had consistently seen outflows, reported marginal inflows in August for the first time in 15 months", she explained. During the month, about 63,93,602 new SIPs were registered.

Sectoral funds rake in Rs 18,117.18 crore during the month, debt schemes see more inflows than equities, notes AMFI data for August

These 4 unflashy mid-cap stocks are on track to be tomorrow's mega-caps, according to one $3.2 billion fund manager 

Debt <keyword id="19929240" type="General" weightage="20" keywordseo="mutual-funds" source="keywords">mutual funds</keyword> saw massive outflows of Rs 1,13,833.95 crore in September 2024. Liquid funds made up about 50% of this, witnessing outflows of Rs 72,665.97 crore. This was followed by money market funds, which lost Rs 23,420.84 crore during the month. Investors continued to repose strong faith in <keyword id="20300870" type="General" weightage="20" keywordseo="equity-mutual-funds" source="keywords">equity mutual funds</keyword>, which saw inflows worth Rs 34,419.26 crore during the month. The momentum in <keyword id="20444306" type="General" weightage="20" keywordseo="sectoral-funds" source="keywords">sectoral funds</keyword> also continued, with them raking in Rs 13,254.63 crore in September. During the month, 4 new sectoral schemes were launched, which gathered a total of Rs 7,842 crore. This was the 43rd consecutive month for positive equities inflows, beginning March 2021. Multi-cap and large and mid-cap funds saw inflows of about Rs 3,500 crore last month, followed by flexi cap funds, which raked in Rs 3,214.57 crore. Amidst ongoing geopolitical concerns, investors chose to stay away from slightly risky investment avenues such as arbitrage funds, which lost Rs 3,531.93 crore during September. Arbitrage funds make money from price differences, which is generated by buying and selling similar securities simultaneously across different markets. Multi-asset allocation funds saw inflows worth Rs 4,070.37 crore during the month. Index funds and gold ETFs also saw funds worth Rs 1,960.29 crore and Rs 1,232.99 crore flowing in, respectively. September saw 13 new index funds launches, which amassed Rs 3,656 crore. All in all, 27 <keyword id="20867320" type="General" weightage="20" keywordseo="new-schemes" source="keywords">new schemes</keyword> were launched last month, which saw inflows worth Rs 14,575 crore. <h2>SIP accounts, AUM at all-time high</h2>The industry's net AUM (assets under management) stood at Rs 67,09,259.24 crores, with mutual fund folios also touching an all-time high of 21,05,15,684. The retail AUM, which comprises of equity, hybrid and solution oriented schemes, also touched an all-time high of Rs 40,44,098 crore, up from Rs 39,27,594 crore in August 2024. Inflows in SIP (Systematic Investment Plans) remained resilient, and witnessed an all-time high, with the number of new SIPs registered in September registered at 66,38,857. The <keyword id="20876064" type="General" weightage="20" keywordseo="SIP-AUM" source="keywords">SIP AUM</keyword> was also at its highest ever, at Rs 13,81,703.94 crores for September. This stood at Rs 13,38,944.73 crores for August 2024 The number of SIP accounts were also at their highest ever at 9,87,44,171, along with SIP contribution, which recorded an all-time high of Rs 24,508.73 crores last month. The MF industry also reached the milestone of having 5,01,22,609 unique investors in September.

Sectoral funds continue lapping up investor money, debt funds see massive outflows in September 2024, shows AMFI data

New Delhi, Asset management companies launched 212 <keyword id="20372350" type="General" weightage="20" keywordseo="new-fund-offerings" source="keywords">new fund offerings</keyword> mobilising Rs 63,854 crore in 2023, marginally higher from previous year, on the back of significant uptrends in broader markets. In comparison, Asset Management Companies (AMCs) garnered Rs 62,187 crore through 228 New Fund Offerings (NFOs) in 2022. Further, they collected Rs 99,704 crore in 2021 and Rs 53,703 crore in 2020, according to data compiled by <keyword id="20372349" type="General" weightage="20" keywordseo="morningstar-india" source="keywords">Morningstar India</keyword>. "The trend towards the financialisation of assets in India is unmistakable. Aligned with changing consumption behaviours and a need for a higher standard of living, investors recognise the importance of long-term investing. The COVID-19 pandemic underscored the necessity for financial planning and the creation of liquid assets to address emergencies and pave the way for wealth-building," FYERS Research said in its report. It further said that "despite indices exhibiting strength, propelled by robust economic activity, steady <keyword id="19951327" type="General" weightage="20" keywordseo="gst" source="keywords">GST</keyword> collections, and confidence in government reforms and policies, anticipating a similar outperformance in 2024 may not be prudent. Valuations across various market capitalisations look elevated, advocating a cautious approach to direct equities in the short term". As per the FYERS report, the January-March period of 2023 saw the highest number of NFOs at 57. However, the peak fund mobilisation occurred in the July-September period, totalling Rs 22,049 crore. Additionally, 29 thematic or sectoral funds raised an aggregate of Rs 17,946 crore in 2023. With an increased risk appetite for equities and awareness of products and offerings, retail investors opted for higher-risk products like thematic and sectoral funds compared to other products. Usually, NFOs come during a surging market when investor sentiments are high and optimistic. The NFOs were floated to capitalise on the mood of investors and attract their investment as they were willing to invest at that time. Industry experts said that the stock market performance along with the positive investor sentiments led to higher fund mobilisation through NFOs in 2023. In the year 2023, Nifty 50 index delivered a return of 20 per cent, majorly supported by earnings growth. <keyword id="19994732" type="General" weightage="20" keywordseo="nifty-midcap" source="keywords">Nifty Midcap</keyword> and <keyword id="20118967" type="General" weightage="20" keywordseo="nifty-smallcap" source="keywords">Nifty Smallcap</keyword> indices recorded impressive returns of 47 per cent and 56 per cent, respectively. Domestic Institutional Investors (DIIs) infused a substantial Rs 1.7 lakh crore into the market and the infusion played a pivotal role in propelling Indian equities beyond the USD 4 trillion market capitalization milestone. Overall, the mutual fund industry saw a net inflow of Rs 2.74 lakh crore in 2023 as compared to an inflow of over Rs 71,000 crore in the preceding year. The huge inflow could be on the back of sustained investors' interest in equity funds, arbitrage funds, and index funds &amp; ETFs. Debt schemes experienced a net outflow of Rs 46,100 crore last year, while equity schemes saw substantial inflows of Rs 1.62 lakh crore, closely followed by hybrid category schemes at Rs 93,208 crore.

Mutual funds collects ₹63,854 cr via new fund offers in 2023

<ul><li>According to AMFI data, <keyword id="19978171" type="General" weightage="20" keywordseo="as-of-early-december" source="Orion">as of early-December</keyword>, the average one-year returns for 23 small-cap funds stood at 32.68%. </li><li>58% of the large cap funds failed to beat their underlying indices in the first half of 2023. </li><li>Contributions to <keyword id="159805" type="General" weightage="20" keywordseo="sips" source="Orion">SIPs</keyword> surpassed a record ₹17,000 crores in November. </li></ul>After a brutal 2022, <keyword id="6357979" type="General" weightage="20" keywordseo="mutual-funds" source="Orion">mutual funds</keyword> have had a solid year in 2023 with retail investors having come of age. Moreover, according to Association of Mutual Funds in India (AMFI) data, mutual funds industry assets under management (AUM) have crossed the ₹50 lakh-crore mark! Investments into equity mutual funds saw an inflow of ₹124,053 crore in the first nine months of 2023 indicating a strong interest and belief in the potential of the equity market among domestic investors. This was not of course without its share of blips. In April 2023, inflows into equity mutual funds stood at ₹6,480 crore, down 68% from March when it was ₹20,534 crore. Last time inflows were lower was in November 2022, when it stood at ₹2,258 crore. Inflows into equity mutual funds again halved in May, probably because high market valuations made investors book profits and stay away from fresh investments. However, ever since then the flows into equity mutual funds have remained steady, reaching a high of ₹19,932 crore crore in October. Small and mid caps steal the show According to AMFI data, as of December 6, 2023, the average one-year returns for 23 small-cap funds stood at 32.68%. In contrast, 28 mid-cap funds delivered average one-year returns of 28.02%, in the same period. By November end, AUM of mid-cap funds had crossed the ₹ lakh crore mark, a 69% rise as compared to last year. In fact, small cap funds registered inflows of ₹3,699.24 crore in November ,slightly lower than the ₹4,495.13 crore recorded in October. Small cap funds had registered a record inflow of ₹5,472 crore in June, with inflow into small cap mutual funds being the highest among all equity fund categories for the third straight month. In August, small cap funds saw an inflow of ₹4,265 crore, with a slight blip in September when inflows fell to ₹2,678.47. This has been driven by the ongoing economic recovery, which has fueled corporate earnings growth, particularly among smaller companies with high-growth potential. Investors are optimistic about the future prospects of these companies, leading them to seek exposure through small-cap funds. AMFI chairman said it was the outcome of a recency bias. The surge in investor interest in mid-cap funds has also been fueled by several factors, including India's robust economic recovery, the inherent growth potential of mid-cap companies, their reasonable valuations compared to large-cap stocks, and supportive government policies. Large-cap funds funds underperform Large cap funds, however, had a rather dull 2023. Large-cap mutual funds experienced significant outflows in June, July, and May, totaling ₹2,050 crore, ₹1,880 crore, and ₹1,362 crore, respectively, making these some of the worst months for large cap funds. However, following six consecutive months of outflows, large-cap funds experienced an inflow of ₹724 crore in October, signaling a resurgence in investor confidence in established companies. November saw an inflow of ₹306 crore. In fact, 58% of the large cap funds failed to beat their underlying indices in the first half of 2023. This can be due to the confluence of factors, including rising interest rates favoring bonds, regulatory changes limiting fund manager flexibility, investor rotation seeking higher growth in smaller-cap stocks, and underperformance in key sectors like technology and consumer discretionary. SIP contributions witness a steady rise One of the biggest trends is the steady increase in monthly SIP contributions. SIP inflows reached ₹1.66 lakh crore in the first 11 months of 2022, higher than ₹1.5 lakh crore in entire 2022. Contributions surpassed a record ₹17,000 crores in November. In November 2022, the SIP contribution stood at ₹13,306 crore. The number of SIP accounts were at the highest ever in November at 744.13 lakh crore, compared to 730.02 lakh crore in October. The total SIP AUM (assets under management) has also shown impressive growth, exceeding ₹6.42 lakh crores in October. Despite facing market fluctuations, SIPs have demonstrated remarkable resilience. The consistent inflows and stable AUM indicate that investors are adopting a disciplined approach and remain confident in the long-term prospects of the market.

Retail investors come of age in 2023 with small and midcap funds outperforming

<ul><li>A good way to assess an old mutual fund is by tracking their performance over 5-20 years, say experts.</li><li>Funds like <keyword id="15355709" type="General" weightage="20" keywordseo="sundaram-midcap-fund" source="Orion">Sundaram Midcap Fund</keyword>, <keyword id="13357754" type="General" weightage="20" keywordseo="nippon-india-growth-fund" source="Orion">Nippon India Growth Fund</keyword>, <keyword id="12834265" type="General" weightage="20" keywordseo="quant-active-fund" source="Orion">Quant Active Fund</keyword> and more have given over 16% returns per annum for the last twenty years.</li><li>An investor who had done an SIP for ₹10,000 for 20 years in any of the top ten best rewarding old funds, would now be sitting on over ₹1.5 crore. </li></ul>India now has 40 million people who invest in mutual funds. If you’re not one of those, and want to err on the side of caution, you can choose funds that demonstrated a good run for over 20 years. According to a report by <keyword id="112363" type="General" weightage="80" keywordseo="value-research" source="Orion">Value Research</keyword>, ten mutual fund schemes have stood the test of time. Funds like Sundaram Midcap Fund, Nippon India Growth Fund, Quant Active Fund and more have given over 16% returns per annum for the last twenty years. “Some investment funds have weathered significant challenges including the 2008 subprime crisis, the 2013 taper tantrum, and the 2020 Covid induced lockdown,” said the Value Research report. It adds that while even very successful funds failed during the times, but a few of these ‘golden oldies’ survived the crises to give positive returns to their investors. The key to identifying such funds, Value Research says, is to track their long-term performance over 5-20 years. An investor who had done a systematic investment plan (SIP) for ₹10,000 for 20 years in any of these funds, would now be sitting on over ₹1.5 crore. If the investors would have increased their SIP amounts by 10% per annum, they would be sitting over ₹2.7 crore. Here are the most rewarding old funds picked by the investment advisory and MF data firm. <table style="border-width: initial; border-style: none; table-layout: fixed; width: 468pt;"></colgroup><tbody><tr><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">Name of the fund </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">Category </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">Rating </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">20 year returns per annum </td></tr><tr><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">Sundaram Midcap Fund </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">Mid Cap </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">** </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">17.85% </td></tr><tr><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">Nippon India Growth Fund </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">Mid Cap </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">**** </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">17.85% </td></tr><tr><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">Quant Active Fund </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">Multi Cap </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">Not Rated </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">17.10% </td></tr><tr><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">Tata Midcap Growth Fund </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">Mid Cap </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">*** </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">16.97% </td></tr><tr><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">Quant Small Cap Fund </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">Small Cap </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">**** </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">16.81% </td></tr><tr><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">SBI Large &amp; Midcap Fund </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">Large &amp; Mid Cap </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">***** </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">16.67% </td></tr><tr><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">Franklin India Prima Fund </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">Mid Cap </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">** </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">16.53% </td></tr><tr><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">HDFC Flexi Cap Fund </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">Flexi Cap </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">***** </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">16.31% </td></tr><tr><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">SBI Contra Fund </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">Value Oriented </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">***** </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">16.25% </td></tr><tr><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">Canara Robero Equity Tax Saver Fund </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">ELSS </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">**** </td><td style="border-left:solid #000000 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;overflow:hidden;overflow-wrap:break-word;">16.19% </td></tr></tbody></table>Source: Value Research The value behind SIPs Investors in India have matured over time and they are now leaning a lot more on SIPs, which have become a mainstay of retail flows into mutual funds. In September, inflows into SIPs hit an all-time high of ₹16,042.06 crore, according to Association of Mutual Funds of India (AMFI). It also said that the cumulative Assets Under Management (AUM) for the mutual fund industry stood at ₹46.58 lakh crore as of September end. Apart from pushing investors to bring discipline into their investments, SIPs also automates investing providing convenience with stress-free investing. “Increasing your SIP contributions in line with the rise in your earnings can magically grow your wealth. You can do this annually by increasing your SIP amount,” says a note by Value Research. SEE ALSO <a href="https://www.businessinsider.in/stock-market/news/pipe-dream-should-you-invest-in-these-infra-stocks-that-have-delivered-50-returns/articleshow/104568627.cms">Pipe Dream: Should you invest in these infra stocks that have delivered 50% returns?</a> <a href="https://www.businessinsider.in/business/news/wipro-ceo-expects-revenues-to-rebound-in-the-next-few-quarters/articleshow/104541778.cms">Wipro CEO expects revenues to rebound in the next few quarters</a>

Golden Oldies: The mutual fund schemes that have stood the test of market cycles over 20 years

<ul><li>Investments in gold ETFs grew by a whopping 472% at ₹841 crore in October ‘23.</li><li>Despite words of caution by experts, <keyword id="6416579" type="General" weightage="20" keywordseo="retail-investors" source="Orion">retail investors</keyword> continue to bet on midcap funds for better returns, thanks to government policies.</li><li>The weight of automobiles in overall allocation jumped to an almost 5-year high of 8.4% (up 10 bps MoM and 70 bps YoY) in October 2023. </li></ul> All that glitters is gold when it comes to the festive season in India. A month ahead of Diwali, retail investors chose to tank up on gold funds, going by data released by the Association of Mutual Funds of India (AMFI). Moreover, the weightage on sectors like auto, utilities and insurance stocks increased significantly while sectors such as banking saw a moderation. Investments in gold ETFs (exchange traded funds) grew by a whopping 472% at ₹841 crore in October compared to ₹147 crore in the same period last year. But that is not all, retail investors are now mature and picking themes with a view on higher value creation over the long term. The month of October reflects this trend quite clearly. As large caps continue to struggle, retail investors continue to bulk up on small and midcap funds that have already delivered over 40% returns this year. After a short blip in September, small cap funds attracted higher inflows to the tune of around ₹4,495 crore in October, up from ₹2,678 crore in September. According to ICRA Analytics, for a country to grow it should grow intrinsically strong and adopt a bottoms-up approach. The government is focusing on this and is making policies to strengthen such small companies. This is likely to augur well for small and mid-sized firms and would help in higher value creation. G. Pradeepkumar, CEO, Union Mutual Fund, says: “If one takes into account the allocations to mid and small caps in categories such as multicap, flexicap and large &amp; mid Cap, it appears that anywhere from 40% to 50% of the total net flows could have gone to mid and small-cap stocks. While the long-term outlook for these companies is positive, investors should remain cautious about the possibility of short-term market volatility and consider a staggered approach to their investments.” It is not just betting on smaller stocks that will lead to higher value creation that shows that the Indian retail investor has evolved. Analysis shows that the pace of redemptions slowed down to Rs 26,000 crore (down 14.8% month-on-month). Consequently, net inflows accelerated to ₹22,000 crore in October from ₹15,500 crore in September 2023. Financialisation of savings is a big trend that has been playing out since 2016 in India. The retail investor’s faith in the India story has not faded despite the headwinds. Explains Ashwini Kumar, Head Market Data, ICRA Analytics, “Net inflows during the month of October 2023 have grown by a whooping 473% at ₹80,528 crore, as against ₹14,047 crore in October 2022.” The sectoral shift The story gets even more interesting when one digs deeper into the monthly flows. Net inflows into equity-oriented schemes grew by 113% at ₹19,957 crore in October, up from ₹9,390 crore in the same period last year. According to analysis done by Motilal Oswal Financial Services (MOFS), the month saw notable changes in the sector and stock allocation of funds. Retail investors are doubling down on automobiles, utilities, consumer and insurance sectors. On a MoM basis, the weights of all these sectors increased while that of banks (Private &amp; PSU) , technology, capital goods, and metals moderated. The weight of automobiles jumped to an almost five-year (59-month) high of 8.4% (up 10 basis points month-on-month and +70 basis point year-on-year) in October 2023. Utilities’ weight climbed for the second consecutive month to a 38-month high of 3.9% (+10bp MoM, +60bp YoY), says MOFS. The weightage for private banks moderated for the fourth consecutive month to 18.7% (-20bp MoM, flat YoY) in October 2023. PSU Banks overall weight declined to 3% (-20bp MoM, -70bp YoY) and this is the lowest since February 2021.

It’s not banks but insurance that the retail investors now fancy

The <keyword id="20340200" type="General" weightage="100" keywordseo="assets-under-management" source="keywords">Assets Under Management</keyword> (<keyword id="20019621" type="General" weightage="20" keywordseo="AUM" source="keywords">AUM</keyword>) of <keyword id="20300870" type="General" weightage="20" keywordseo="equity-mutual-funds" source="keywords">equity mutual funds</keyword> have <keyword id="20641508" type="General" weightage="20" keywordseo="surged" source="keywords">surged</keyword> by 5.37 per cent sequentially to Rs 25,12,845.59 crore in July 2024 from Rs 23,84,727.69 crore in June 2024, <keyword id="22838645" type="General" weightage="20" keywordseo="PL-Wealth-Management" source="keywords" meta.keywordsubtype="org" meta.entityname="PL Wealth Management" meta.hostid="261" meta.entityid="PL Wealth Management">PL Wealth Management</keyword> said in a statement. The observation, which is based on 283 open-ended equity diversified funds, cited that 39 per cent of these funds have outperformed their respective benchmarks over the past month, ending July 31st, 2024, The cumulative total of funds that outperformed stood at 109 during the month ending July 2024 (one month). AUM measures the total market value of assets that a person or entity manages for clients or on behalf of investors. Under the <keyword id="21184260" type="General" weightage="20" keywordseo="large-cap-funds" source="keywords">large-cap funds</keyword>, about 58 per cent of <keyword id="19915334" type="General" weightage="20" keywordseo="schemes" source="keywords">schemes</keyword> outperformed on S&amp;P BSE 100 - TRI benchmark, out of 31 schemes observed by <keyword id="19999821" type="General" weightage="20" keywordseo="Prabhudas-Lilladher" source="keywords" meta.keywordsubtype="org" meta.entityname="Prabhudas Lilladher" meta.hostid="261" meta.entityid="Prabhudas Lilladher">Prabhudas Lilladher</keyword>'s wealth management arm. About 24 per cent of schemes outperformed under the large and mid-cap funds, of which 29 were observed. Under the multi-cap funds about 40 per cent of schemes outperformed, whereas in the flexi-cap funds, the percentage of schemes outperforming was 33 per cent. Going further, about 38 per cent of schemes under the midcap outperformed. Interestingly, the data observed that not a single scheme in small-cap funds manages to outperform their respective benchmarks. According to the observations made by L Wealth Management, Value Contra Div Yield Funds was the best-performing category, where 78 per cent of the schemes outperformed the benchmark. It was followed by schemes of large-cap funds and multi-cap funds, which outperformed their respective benchmarks by 58 per cent and 40 per cent respectively, during July 2024. Large and mid-cap funds were the least performing fund category, with only 24 per cent of funds outperforming the benchmark, as shown in the analysis. <keyword id="22838646" type="General" weightage="20" keywordseo="PL-Capital-Group" source="keywords" meta.keywordsubtype="org" meta.entityname="PL Capital Group" meta.hostid="261" meta.entityid="PL Capital Group">PL Capital Group</keyword> specialises in research-driven advisory services in the Indian capital markets. The company's business is spread across 200 plus cities in India, catering to institutions, corporations, family offices, HNIs, and retail clients in India and globally.

Assets Under Management of equity mutual funds surged 5.4% sequentially in July: PL Wealth Management

June turned out to be a blockbuster month for thematic/sectoral <keyword id="19929240" type="General" weightage="20" keywordseo="mutual-funds" source="keywords">mutual funds</keyword>, which managed to amass Rs 22,351.69 crore during the month, the highest amongst all equity mutual funds. Overall, equity mutual funds saw <keyword id="19967545" type="General" weightage="20" keywordseo="inflows" source="keywords">inflows</keyword> worth Rs 40,537 crore, whereas debt mutual funds saw significant outflows of about Rs 1.07 lakh crore. Within this category, liquid and overnight funds saw maximum outflows. As Himanshu Srivastava, Associate Director – Manager Research, Morningstar Investment Research India noted, since June is a quarter end month, debt-oriented schemes, as expected, witnessed a net outflow. Only funds with a duration profile of less than 1 year, like low duration and money market funds, saw inflows. "The net outflow across the board could also be on the back of investors shifting towards equity markets in expectation of better returns, as the equity markets continue to touch all time high levels after the election results were announced. Between May and June, the number of folios in the debt segment fell from 7,091,977 to 7,013,214, which is a drop by 78,763 folios. In May, the number of folios fell by 26,088 folios". "Moreover, uncertainty over the interest rate cut cycle has also been keeping investors in tenterhooks. With no clarity on the probable timing for the beginning of interest rate cut cycle, investors, for a time being, would have decided to adopt a wait and watch approach and stay away from categories which are exposed to interest rate risks such as Dynamic and Gilt", he continued. <h2>SIP figures touch all-time highs</h2> As <keyword id="22344564" type="General" weightage="100" keywordseo="AMFI-data" source="keywords">AMFI data</keyword> further revealed, the number of new SIPs registered in June 2024 stood at a staggering 55,12,962. With this, the total number of SIP accounts in the country reached 8,98,66,962, inching up marginally from 8,75,89,485 in May 2024. SIP contributions also stood at an all-time high of ₹ 21,262.22 crores in June 2024 as against ₹ 20,904.37 crores in May 2024. The AUM of retail folios, which comprise of equity, hybrid and solution oriented was Rs 36,32,226 crores for June 2024. In <keyword id="22344565" type="General" weightage="20" keywordseo="hybrid-schemes" source="keywords">hybrid schemes</keyword>, multi-asset allocation funds garnered Rs 3,453.12 crore in June, and Arbitrage funds saw inflows worth Rs 3,836.58 crore. The only hybrid scheme to see net outflows were conservative hybrid funds, which shed Rs 130.57 crore. June marked the 40th consecutive month of positive inflows for <keyword id="20210668" type="General" weightage="20" keywordseo="equity-funds" source="keywords">equity funds</keyword> since March 2021. As Feroze Azeez, Deputy CEO, Anand Rathi Wealth Limited highlights, "SIP numbers are hitting peaks every month, accumulating a stellar ₹21,260 crore. This strengthens the fact that Indian investors are resilient and are participating in the long-term growth of the market. The overall market behaviour supported by numbers suggests that investors are strategically positioning themselves with cautious yet optimistic approach for long-term growth". Last month, the Indian MF industry hit the Rs 60 trillion mark for the first time. Exactly 10 years ago, in 2014, the industry's AUM stood at Rs 10 lakh crore. Just 6 months ago, its AUM was Rs 51 lakh crore. Anand Vardarajan, Chief Business Officer - Key Clients &amp; Alternate Investments, Tata Asset Management underlines that is growth is a huge validation when it comes to expanding retail investor's base and investors themselves choosing mutual funds as a reliable investment vehicle for wealth creation. This is further underscored by the fact that the addition in six months is equal to what the industry has seen in ten years ago! <h2>Large and Mid Cap funds find investors </h2>After garnering consistently high inflows in the recent past, small cap funds amassed Rs 2,263.47 crore, a slightly sobering figure. Midcap funds saw inflows worth Rs 2,527.84 crore. On the other hand, inflows in large-cap funds dipped at significantly to stand at Rs 970.49 crore. Far more investments went towards the large and mid-cap funds, which saw inflows worth Rs 2,912.19 crore. Melvyn Santarita, Analyst – Manager Research, Morningstar Investment Research India notes that these substantial net inflows can be attributed to the election results announced earlier in the month. Investors have remained optimistic and invested on policy continuity and anticipated reforms, expecting stability within the coalition government at the Centre. It was this optimism that propelled markets to new all-time highs. The multi-cap category witnessed the second highest net inflows in June 2024 among the equity-oriented categories amounting to INR 4,708.5 crores which was its 3rd highest net inflows ever over a monthly period. Categories which are biased towards the large-caps segment like flexicap (Rs 3,058 crores) and Value (Rs 2,027 crores) saw robust inflows during the month. "While markets have been in a prolonged bull run, there are concerns about overvaluations in certain areas, particularly in the mid and small-cap segments. Consequently, investors may be opting to invest in large-cap segments, where valuations are more favorable", Santarita highlighted. "However, they also continued their investments in mid and small caps, since the returns generated by mid and small cap segment over the last few years haven’t got unnoticed. Hence, the categories having substantial exposure in these two segments have witnessed strong net inflows. It is important to note that mid and small cap segments are highly volatile. While they can give exceptionally high return in up markets, they can fall equally hard in down markets. It’s important for investors to take exposure in these funds in line with their risk appetite", he cautioned. However, Hitesh Thakkar, Acting CEO, ITI Mutual Fund is confident of the immense wealth creation opportunities mutual funds will offer in the coming 5-7 years to retail investors. "Mutual fund is one of the preferred, transparent &amp; cost-effective investment products in India and is well accepted by retail investors. The trend is positive for Mutual fund industry future growth. There are chances that Industry will cross milestone of ₹100 lakh crores AUM by 2030”, he says. <h2><keyword id="19895579" type="General" weightage="20" keywordseo="gold" source="keywords">Gold</keyword> continues to glitter </h2>Net flows in Gold ETFs continued to be robust in June 2024, standing at Rs 726 crores. However, this was slightly below the net flows witnessed in May (Rs 827 crores). "Over the years, Gold has gained prominence as an effective diversifier, prompting many investors to include Gold ETFs in their portfolios. Gold prices also saw some slight correction in June which spurred buying from investors", underlines Santarita. However, the reason why inflows in gold ETFs have remained patchy as compared to equity is due to the significant gap in the returns offered. "Gold has done fairly well over the last year but dwarfs in comparison to how equities. Also, some investors could be choosing to opt for a risk-on approach to investing with the anticipation of a reversal in rate cycle going ahead", he continues.

Mutual fund AUM crosses the Rs 60 lakh crore mark, SIP nos. and AUM touch all-time highs

Equity <keyword id="19929240" type="General" weightage="20" keywordseo="mutual-funds" source="keywords">mutual funds</keyword> saw inflows worth Rs 40,537 crore during the month. On the other hand, <keyword id="20671790" type="General" weightage="20" keywordseo="debt-funds" source="keywords">debt funds</keyword> saw outflows to the tune of Rs 1,07,357.62 crores. Out of this, liquid funds saw the maximum outflows of Rs 80,354.03 crores. This is generally attributable to investors withdrawing money to meet their advance tax obligations. Overnight funds also saw outflows to the tune of Rs 25,142.72 crores. <keyword id="20296225" type="General" weightage="20" keywordseo="thematic-funds" source="keywords">Thematic funds</keyword> saw massive inflows of Rs 22,351.69 crore, the highest in <keyword id="20210668" type="General" weightage="20" keywordseo="equity-funds" source="keywords">equity funds</keyword>, and were the investor's favorite during June 2024, as per <keyword id="22344564" type="General" weightage="20" keywordseo="AMFI-data" source="keywords">AMFI data</keyword>. About 50% of the inflows in this category came from 9 new NFOs (new fund offers) in this category, which amassed Rs 12,974 crore. In terms of inflows, multi-cap funds came a distant second, garnering Rs 4,708.57 crore last month. Amidst <keyword id="22344565" type="General" weightage="20" keywordseo="hybrid-schemes" source="keywords">hybrid schemes</keyword>, multi-asset allocation funds, which garnered Rs 3,453.12 crore in June, and Arbitrage funds, which saw inflows worth Rs 3,836.58 crore remained investor favorites. The only hybrid scheme to see net outflows were conservative hybrid funds, which shed Rs 130.57 crore. <h2>Large-cap funds see moderate inflows</h2>Inflows in small cap funds tapered at Rs 2,263.47 crore, slightly below inflows seen by midcap funds, which stood at Rs 2,527.84 crore. However, inflows in large-cap funds sobered significantly to stand at Rs 970.49 crore. Investors clearly took a far greater liking to large and mid-cap funds, which saw inflows worth Rs 2,912.19 crore, which is reflective of investor's growing confidence in the Indian stock market, and their increasing desire to diversify their investments and take risks. As of June 30, 2024, the AUM (<keyword id="20257654" type="General" weightage="20" keywordseo="asset-under-management" source="keywords">asset under management</keyword>) of the Indian mutual fund industry stood at Rs 61.15 lakh crore. It took the MF industry 6 months to cross the Rs 60 lakh crore threshold, from the Rs 50-lakh crore mark. During the month, the number of new MF folios also stood at an all-time high of 19.04 crore. <h2>SIP Inflows at all-time high, <keyword id="20050894" type="General" weightage="20" keywordseo="gold-etfs" source="keywords">Gold ETFs</keyword> glitter hard</h2>SIP inflows for June surpassed the Rs 21,000-crore mark, standing at Rs 21,262 crore, as against Rs 20,904.37 crore in May 2024. Passive mutual funds (ETFs, Index funds) also registered a solid growth, with index funds gathering Rs 5,071.82 crores and other ETFs pulling in Rs 9,134.06 crores. Gold ETFs registered the highest month-on-month growth, gathering Rs 726.16 crore in June. Out of the 17 NFOs which were up for subscription last month, 9 belonged to the thematic fund category, while 2 were index funds. Cumulatively, these NFOs amassed Rs 15,227 crores.

You Searched For "midcap funds" and got 12 results

Investors pour in Rs 30,350 crore in mid and small cap funds in the first half of 2024

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