MF News

The long term average of price to earnings (PE) ratio (trailing) across market capitalization shows large cap companies are trading at lower valuation compared to its long term average.

Amit Shah, Founder and CEO of Wylth feels that MFDs should start distributing alternative products to increase their earnings. He also talks about how MFDs can build strong relationship with clients and keep themselves updated with the latest trends to service their clients better.

India’s Financial Inclusion Index (FI Index) grew to 64.2 in FY 2024.

This is 4 times increase in new MF investors compared to last year.

Such a contribution of individual investors in hybrid funds was 92% in March 2019.

Existing fund houses can launch schemes under the ‘New Asset Class’ framework. The minimum investment amount will be Rs.10 lakh.

Average investment size of women investors is more than men.

Leading PMS player Marcellus Investment Managers highlights themes that drive investment opportunities in India

A study done by Tata MF shows that SIPs outperformed lumpsum in index funds in 3 and 5 year period.

The net to gross SIP inflows is 42% in the first quarter of the current financial year.

The total number of investors is 4.69 crore.

AMFI has also proposed that LTCG threshold in equity should be increased to Rs.2 lakh if holding period is between 1 and 3 years: AMFI