Quote by Ms. Kavitha Subramanian, Co-founder, Upstox

“As the Indian mutual fund industry continues its upward trajectory, marked by the 35th consecutive month of equity inflows, it is evident that investors are navigating the market with resilience and strategic insight. The surge in inflows, particularly in small-cap and mid-cap funds, underscores a growing appetite for growth-oriented opportunities. While large-cap funds witnessed a temporary setback, the notable uptick in ETF inflows highlights a shifting landscape towards diversified investment vehicles.

Moreover, the resurgence of interest in dividend yield funds and ELSS reflects a nuanced approach towards wealth accumulation and tax planning. The resilience of liquid funds as a safe harbour during market volatility further reinforces the importance of a balanced portfolio strategy.

It is clear that investors are actively seeking avenues for long-term wealth creation. With robust sectoral trends and an expanding asset base, the mutual fund industry remains poised for sustained growth, offering investors a multitude of avenues to achieve their financial aspirations.”