Seven schemes offered more than 25%: Tata Small Cap Fund delivered around 27.82%, followed by Quant Mid Cap Fund which delivered 27.50% returns. Quant Value Fund was the only one that offered above 30%. Year-End Special: What did your mutual fund SIP investments offer in 2022: 31% or -6%? Around 23 equity schemes have delivered more than 20% SIP returns in 2022.Just as in new age stocks, there's risk in overvalued smallcaps and midcaps also: S Naren “A multi asset approach at this point of time is very interesting for investors rather than a situation like 2020 second half, where equity was the best asset class and that was not interesting and that led us to look for new fund offers whether it was business cycle, ESG or flexicap at that point of time.”.Large-cap funds saw outflows falling to 0.26 billion rupees, compared to outflows of 10.39 billion rupees in the previous month. Equity mutual fund inflows more than triple in Dec: AMFI Small-cap funds accounted for most of the investments at 22.45 billion rupees.Mutual fund industry AUM rises 5.7 per cent in 2022: AMFI The schemes have been witnessing incessant net inflow since March 2021 and before this, the equity schemes had witnessed outflows for eight straight months on account of the Covid pandemic.This was also the third time in a row, when monthly SIP contributions touched over Rs 13,000-crore. SIP collection jumps 31% to Rs 1.5 lakh cr in 2022 on higher retail participation The SIP book has grown consistently from Rs 11,305 crore in December 2021 to an all-time high of Rs 13,573 crore in December 2022.Among equity mutual funds, only 51% of investments are held for longer than 24 months. ‘Time in the market is more important than timing the market’ When we examine Association of Mutual Funds in India (AMFI) data as of November 30, 2022, we do notice some signs of retail consumer behaviour of use and throw in MFs.Equity mutual funds See highest flows in 4 months Data from Association of Mutual Funds of India (AMFI) show the higher flows in January compared to Rs 7,303 crore in December were aided by flows into mid- and small-cap schemes.By investing towards the end of year, we lose the advantage of time and invest even when valuations could be high. Should you invest lumpsum or via SIP in ELSS? Investors typically rush to save taxes at the end of the financial year. Systematic Investment Plans or SIPs is one of the most popular ways of investing a fixed amount in Mutual Funds.SIP-aware device or sip-aware device means a communications device capable of communicating utilizing SIP. What are the advantages of investing in flexi cap funds? A flexi cap fund needs to have a minimum investment of 65% of the total assets of the scheme in equity and equity-related instruments, and the fund house is free to choose a suitable benchmark. SIP or sip means Session Initiation Protocol, a format for the transmission of data including voice embedded in data.Share of SIPs in mutual funds' AUM rises to record 17% in Jan Total SIP accounts reached 6.2 crore at the end of January reporting a gross addition of more than 20 lakh in the past three months compared with the long-term average of 12 lakh.
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