SIP FLOWS

Nilesh Shah from Kotak AMC says Indian investors are optimistic about the market but not irrational. He further emphasizes the importance of creating financial security for every Indian through capital market participation to generate real returns, ...

Navneet Munot says, “There are many kinds of retail money. There are investors or speculators doing intraday, people playing F&O, the opportunistic people and the long-term investors who are doing in a very disciplined manner through the SIP. The mo...

The average SIP ticket size has increased by 2% on a month-on-month basis to Rs 2,387 in May from Rs 2,341 in April. On a yearly basis, the same increased by 6% from Rs 2,259 in May 2023, according to a report by Geojit Insights.

Investors want to participate in the India story, and they believe that the fund managers of Mutual fund AMC can help them and that is the reason the flow have risen, and it has been an ongoing process.

The expectation of Modi-led government to form with a majority was the major factor and also new fund offers (NFOs) during the month which mobilised fresh Rs 10,140 crores which helped in record flows for the month of May 2024.

​China currently is still at about 9 to 9.5 times calendar 25 PE, we are at 21, 21.5 times, so still a huge premium to China. So, I said, over the past three years, India has been expensive post COVID. You have still put money. In fact, last year, t...

I think it is still under-penetrated market. Equity penetration in India is still in the single digit. So, I think there is immense scope for this to grow.

​We had GDP growth of 8%. Inflation well contained. If you look at external sector, whether you look at our current account, whether you look at our balance of payment, whether you look at foreign exchange reserves in a good shape. Relative to rest ...

India’s growth gap over the rest of the world is widening and India will be the fastest-growing major economy in the world over the next 5 years at least.

Mutual fund SIP: What happens when you miss your mutual fund SIP installment due to insufficient balance? Do you have to pay a penalty if you don't have money in your bank account to pay your SIP installment? If you can't afford to continue a SIP, s...

Volatility has risen in recent weeks as election fever grips the market. The heightened volatility stems from concerns over lower voter turnout in the ongoing general elections, potentially indicating an unfavourable verdict for the ruling party. Is...

Pradeep Gupta of Anand Rathi Group discusses FIIs turning net sellers in India due to various global uncertainties and market volatility, emphasizing the importance of long-term strategic decisions in an interview with ETMarkets. Gupta says: "On a r...

Sunil Koul of Goldman Sachs says FIIs are shifting focus towards China, causing outflows from India. FII allocations in India are still at 11-year low. However, strong Indian fundamentals are counterbalancing the outflows and there is a positive out...

Aashish Somaiyaa, CEO of White Oak Capital AMC, discusses market behavior amidst economic momentum and upcoming elections. He reflects on historical market reactions to changes in leadership, emphasizing the market's preference for continuity during...

Subramaniam suggests buying quality stocks during market dips caused by FII volatility. He highlights the importance of managing portfolio volatility, with opportunities in largecaps for short-term gains and small/midcaps for longer-term growth.

Anthony Heredia observes a shift in investment trends towards flexi, multi, and thematic funds over small and midcaps. SIP numbers surpass 20,000 crores in April. Industry focuses on easing KYC process for investors.

Harish Krishnan discusses the gradual shift towards financialisation of savings in India, emphasizing the potential of equities to outperform traditional assets over time. The trend is expected to continue as more households embrace equity investmen...

Dipan Mehta discusses investment themes, market caution, and potential multibagger stocks like speciality retail companies. He highlights the importance of strategic cash reserves and attractive valuations for long-term investments.

Sunil Subramaniam emphasizes the significance of SIP book flow, SEBI regulations, fund managers' role, NIM impact in the BFSI space, and the strategy of playing the infra and defense story through corporate banks for sustained growth.