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| Name of the scheme | 1-year back | Invest now | Fund category | expense ratio |
|---|---|---|---|---|
| Axis Nifty 50 Index Fund | +32.80% | Invest now | Equity: Big Cap | 0.12% |
| Axis Nifty 100 Index Fund | +38.59% | Invest now | Equity: Big Cap | 0.21% |
| Axis Nifty Next 50 Index Fund | +71.83% | Invest now | Equity: Big Cap | 0.25% |
| Axis Nifty 500 Index Fund | , | Invest now | Equity: Flexi Cap | 0.10% |
| Axis Nifty Midcap 50 Index Fund | +46.03% | Invest now | Equity: Mid Cap | 0.28% |
According to the Mutual Funds (AMFI) Association in India, this decline is mainly due to a small month in February.
Experts believe that investor Bhavna played a role in the dip.
Anand Vardarajan, Chief Business Officer of Tata Asset Management, said that one year returns on middle and small-cap funds became negative in January and February.
This can lead to less influx in these categories.
“Large-cap flow remained stable as they looked attractive on a relative basis,” he said.
Varadarajan also noted that SIP inflow could be soft as investors had reacted to mute one year of returns.
“Investors often decide on previous returns. When the market increases, the risk increases; When they fall, the risk decreases. But it is not easy to act on it, ”he said.
The head of distribution and strategic alliances, Suranjana Borthakur, Mirre Asset Investment Manager (India) said that the SIP drop is modest and investors should continue their contribution.
“This is a great time to accumulate units,” he said.
Akshat Garg, AVP, Choice Wealth, highlighted a strategic change in investor behavior.
He said, “Sectoral and thematic funds dominated, which is and is less than 5,711 crores, although less than in January,” he said.
Meanwhile, the ELSS Fund Inflow was subdued by the Union Budget, making the new tax regime more attractive.
Outlook for sip
Despite the dip, SIP investment continues to reflect strong retail participation.
Experts believe that this trend will remain as investors focus on long -term money creation.
“The marginal decline in SIPS is not related,” Varadarajan said. “Large-cap inflow has improved, while the middle and small-cap segment face pressure pressure. We can see continuously soft, but this is a good time for disciplined investors to increase SIP allocation. ,
Also read Equity Mutual Fund Influence falls 26% in February
first published: Mar 12, 2025 3:36 pm First
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