Investopert Advisors

AMFI March 2023 data indicates continued investor confidence in MF & SIPs

March 2023 data released by the Association of Mutual Funds of India (AMFI) showed highest net equity inflows in a year in March, with SIP contributions surpassing Rs 14,000 crore in March. SIP AUM stood at Rs 6.83 trillion in March compared to Rs 6.74 trillion in February.
Some interesting snippets:
Net inflows into open-ended equity funds jumped 31 percent to Rs 20,534.21 crore, a one-year high, during March
Individuals (Retail + HNI: individuals investing over Rs 2 lacs) accounted for 75% of the Equity AUM at Rs 17.29 Tn
Agewise analysis of AUM shows ~25% of Individual (Retail + HNI) AUM is with less than 12 months vintage
MF portfolios reached an all-time high of 145.7 million, and retail MF portfolios also hit an all-time high.
The data shows that unique investor (first-time investor) participation increased by 11 million from March 2021 to March 2022 and 4 million from March 2022 to March 2023.
What is most significant is the age-wise break-up of women investing in mutual funds. The age group with the maximum number of women investors is the 45+ age group, which is understandable as that is when they have investable surpluses. But what is also interesting is that the number of women investors in the age bracket of 18 to 24 years have grown 4-fold in the last 3 years. This is predominantly money that is coming from young professionals into the mutual funds via the SIP route gindicating continued confidence of young professionals in mutual funds as an investment option.

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