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2 clusters · 2 sources · 17 days · First seen · Last updated

India equity mutual fund investment trends

Overview

In July, net investment in Indian equity mutual fund schemes decreased by 15 percent month-on-month, totaling 24,697 crore rupees. This decline was linked to investor caution concerning high valuations and limited returns in specific segments.

While overall equity inflows dropped, small-cap and mid-cap funds experienced significant activity, with small-cap funds recording a record 7,768 crore rupees in net investment. Systematic Investment Plan (SIP) contributions showed resilience, rising slightly to 31,961 crore rupees.

The broader mutual fund industry shifted toward debt-oriented schemes, including liquid, overnight, and money market funds. As a result, total Assets Under Management (AUM) for the industry grew by 4.3 percent month-on-month to reach 85.76 lakh crore rupees.

Entities

Nifty · Sensex · UBS Group AG · Association of Mutual Funds in India · Stifel Financial Corp

Timeline

  1. 6 days ago

    [BUSINESS] 2 sources
    India equity mutual fund inflows fall 15% in July

    India's equity mutual fund inflows dropped 15% to 24,697 crore rupees in July, though small-cap and mid-cap funds saw record interest and SIP contributions continued to rise.

  2. 23 days ago

    [BUSINESS] 3 sources
    Morgan Stanley India Investment Fund sees 529% surge in short interest in July

    Morgan Stanley India Investment Fund’s short interest jumped 529% in July to 10,794 shares, while several institutional investors, including Lazard and UBS, increased their holdings.

Sources

hindi.business-standard.com · senzabarcode.it