{"id":1830,"date":"2023-05-11T05:19:07","date_gmt":"2023-05-11T05:19:07","guid":{"rendered":"https:\/\/investopert.com\/?p=1830"},"modified":"2023-05-11T05:24:22","modified_gmt":"2023-05-11T05:24:22","slug":"recent-tax-changes-its-impact-on-your-debt-mutual-fund-investments","status":"publish","type":"post","link":"https:\/\/investopert.com\/?p=1830","title":{"rendered":"AMFI March 2023 data indicates continued confidence of Retail Investors in Mutual Funds"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"1830\" class=\"elementor elementor-1830\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-17f61cf9 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"17f61cf9\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-231814c5\" data-id=\"231814c5\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1d93e49 elementor-widget elementor-widget-heading\" data-id=\"1d93e49\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-small\">AMFI March 2023 data indicates continued investor confidence in MF &amp; SIPs<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-46ca74a0 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"46ca74a0\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-6a25da6e\" data-id=\"6a25da6e\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6c2f8b8 elementor-widget elementor-widget-spacer\" data-id=\"6c2f8b8\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bf2082c elementor-drop-cap-yes elementor-drop-cap-view-default elementor-widget elementor-widget-text-editor\" data-id=\"bf2082c\" data-element_type=\"widget\" data-settings=\"{&quot;drop_cap&quot;:&quot;yes&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div style=\"margin: 0px; white-space: pre-wrap; overflow-wrap: break-word; font-family: &quot;Segoe UI Historic&quot;, &quot;Segoe UI&quot;, Helvetica, Arial, sans-serif; color: rgb(5, 5, 5); font-size: 15px; background-color: rgb(255, 255, 255);\"><div dir=\"auto\" style=\"font-family: inherit;\">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.<\/div><\/div><div style=\"margin: 0.5em 0px 0px; white-space: pre-wrap; overflow-wrap: break-word; font-family: &quot;Segoe UI Historic&quot;, &quot;Segoe UI&quot;, Helvetica, Arial, sans-serif; color: rgb(5, 5, 5); font-size: 15px; background-color: rgb(255, 255, 255);\"><div dir=\"auto\" style=\"font-family: inherit;\">Some interesting snippets:<\/div><\/div><div style=\"margin: 0.5em 0px 0px; white-space: pre-wrap; overflow-wrap: break-word; font-family: &quot;Segoe UI Historic&quot;, &quot;Segoe UI&quot;, Helvetica, Arial, sans-serif; color: rgb(5, 5, 5); font-size: 15px; background-color: rgb(255, 255, 255);\"><div dir=\"auto\" style=\"font-family: inherit;\">Net inflows into open-ended equity funds jumped 31 percent to Rs 20,534.21 crore, a one-year high, during March<\/div><\/div><div style=\"margin: 0.5em 0px 0px; white-space: pre-wrap; overflow-wrap: break-word; font-family: &quot;Segoe UI Historic&quot;, &quot;Segoe UI&quot;, Helvetica, Arial, sans-serif; color: rgb(5, 5, 5); font-size: 15px; background-color: rgb(255, 255, 255);\"><div dir=\"auto\" style=\"font-family: inherit;\"><span style=\"font-family: inherit;\"><a tabindex=\"-1\" style=\"color: rgb(56, 88, 152); font-family: inherit;\"><\/a><\/span>Individuals (Retail + HNI: individuals investing over Rs 2 lacs) accounted for 75% of the Equity AUM at Rs 17.29 Tn<\/div><\/div><div style=\"margin: 0.5em 0px 0px; white-space: pre-wrap; overflow-wrap: break-word; font-family: &quot;Segoe UI Historic&quot;, &quot;Segoe UI&quot;, Helvetica, Arial, sans-serif; color: rgb(5, 5, 5); font-size: 15px; background-color: rgb(255, 255, 255);\"><div dir=\"auto\" style=\"font-family: inherit;\">Agewise analysis of AUM shows ~25% of Individual (Retail + HNI) AUM is with less than 12 months vintage<\/div><\/div><div style=\"margin: 0.5em 0px 0px; white-space: pre-wrap; overflow-wrap: break-word; font-family: &quot;Segoe UI Historic&quot;, &quot;Segoe UI&quot;, Helvetica, Arial, sans-serif; color: rgb(5, 5, 5); font-size: 15px; background-color: rgb(255, 255, 255);\"><div dir=\"auto\" style=\"font-family: inherit;\">MF portfolios reached an all-time high of 145.7 million, and retail MF portfolios also hit an all-time high.<\/div><\/div><div style=\"margin: 0.5em 0px 0px; white-space: pre-wrap; overflow-wrap: break-word; font-family: &quot;Segoe UI Historic&quot;, &quot;Segoe UI&quot;, Helvetica, Arial, sans-serif; color: rgb(5, 5, 5); font-size: 15px; background-color: rgb(255, 255, 255);\"><div dir=\"auto\" style=\"font-family: inherit;\">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.<\/div><\/div><div style=\"margin: 0.5em 0px 0px; white-space: pre-wrap; overflow-wrap: break-word; font-family: &quot;Segoe UI Historic&quot;, &quot;Segoe UI&quot;, Helvetica, Arial, sans-serif; color: rgb(5, 5, 5); font-size: 15px; background-color: rgb(255, 255, 255);\"><div dir=\"auto\" style=\"font-family: inherit;\">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.<\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4ab6cb6 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"4ab6cb6\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a501fe7 elementor-widget elementor-widget-post-navigation\" data-id=\"a501fe7\" data-element_type=\"widget\" data-widget_type=\"post-navigation.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-post-navigation\">\n\t\t\t<div class=\"elementor-post-navigation__prev elementor-post-navigation__link\">\n\t\t\t\t<a href=\"https:\/\/investopert.com\/?p=1823\" rel=\"prev\"><span class=\"post-navigation__arrow-wrapper post-navigation__arrow-prev\"><i class=\"fa fa-angle-left\" aria-hidden=\"true\"><\/i><span class=\"elementor-screen-only\">Prev<\/span><\/span><span class=\"elementor-post-navigation__link__prev\"><span class=\"post-navigation__prev--label\">Previous<\/span><span class=\"post-navigation__prev--title\">Recent Tax Changes &#038; its impact on your Debt Mutual Fund Investments<\/span><\/span><\/a>\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"elementor-post-navigation__next elementor-post-navigation__link\">\n\t\t\t\t<a href=\"https:\/\/investopert.com\/?p=1841\" rel=\"next\"><span class=\"elementor-post-navigation__link__next\"><span class=\"post-navigation__next--label\">Next<\/span><span class=\"post-navigation__next--title\">Why is reviewing your Investment Portfolio important ?<\/span><\/span><span class=\"post-navigation__arrow-wrapper post-navigation__arrow-next\"><i class=\"fa fa-angle-right\" aria-hidden=\"true\"><\/i><span class=\"elementor-screen-only\">Next<\/span><\/span><\/a>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>AMFI March 2023 data indicates continued investor confidence in MF &amp; 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&hellip; <a class=\"more-link\" href=\"https:\/\/investopert.com\/?p=1830\">Continue reading <span class=\"screen-reader-text\">AMFI March 2023 data indicates continued confidence of Retail Investors in Mutual Funds<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_joinchat":[],"footnotes":""},"categories":[1],"tags":[],"_links":{"self":[{"href":"https:\/\/investopert.com\/index.php?rest_route=\/wp\/v2\/posts\/1830"}],"collection":[{"href":"https:\/\/investopert.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/investopert.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/investopert.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/investopert.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1830"}],"version-history":[{"count":4,"href":"https:\/\/investopert.com\/index.php?rest_route=\/wp\/v2\/posts\/1830\/revisions"}],"predecessor-version":[{"id":1835,"href":"https:\/\/investopert.com\/index.php?rest_route=\/wp\/v2\/posts\/1830\/revisions\/1835"}],"wp:attachment":[{"href":"https:\/\/investopert.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1830"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/investopert.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1830"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/investopert.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1830"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}