Equity Fund

How to become rich: To accumulate ₹10 crore in 15 years, an investor needs to follow the 15 x 15 x 15 rule of mutual funds, with a twist

Mutual fund SIP calculator: Using the 15% annual step-up, one can accumulate ₹3.65 crore in 20 years

Five equity mutual funds in India have outperformed the market, delivering over 12% annual returns despite a 6% decline in the stock market over the past year. Notable funds include Aditya Birla, HDFC, Nippon India, Invesco, and Motilal Oswal.

Domestic mutual funds saw a 0.6% drop in AUM to ₹36.2 trillion in August 2025, mainly due to market weakness. Equity scheme sales fell 18.5%, leading to net inflows of ₹349 billion. Notable stock buying included Eternal, Shriram Finance, JSW Steel, and Infosys.

Equity mutual funds have become popular among retail investors, with AUM growing by 335.31% to ₹33.32 lakh crore in July 2025. Systematic Investment Plans (SIPs) have helped cushion volatility, leading to consistent inflows despite market fluctuations, reflecting a long-term investment perspective.

In its consultation paper, Sebi suggested that mutual funds should be permitted to offer both Value and Contra funds, subject to the condition that no more than 50% of the schemes' portfolios would overlap at any point in time.

Mint Horizons in Delhi emphasised the need for Indian investors to adopt a global mindset. Experts discussed the benefits and challenges of international investing, highlighting the urgency of planning for foreign education and the impact of geopolitics on global markets.

Analysts said until there’s clarity on how the US tariffs will impact global growth, the market is expected to remain nervous.