Equity fund inflows surge 21% to ₹41,887 crore in October; SIPs reach record high

Equity fund inflows surge 21% to ₹41,887 crore in October; SIPs reach record high


Equity fund inflows surge 21% to ₹41,887 crore in October; SIPs reach record high

Mutual fund inflows surged in October, with equity funds up 21.69% to ₹41,887 crore. Total AUM increased to ₹67.25 lakh crore, while ETF inflows reached ₹13,441.8 crore.

SIP contribution reached a new record high at Rs 25,322.74 crore in October, contributing up to 20% of total assets under management of the industry.

Inflows into New Fund Offers (NFOs) experienced a significant decline, dropping to ₹6,078 crore from ₹14,575 crore in September.


Net flow into Mutual Fund

(Source: AMFI)

Net Equity Inflow

(Source: AMFI)

SIP Contribution

(Source: AMFI)





Charting Market Cap Flow: Insights from October Data

In October 2024, the mutual fund market experienced mixed trends across market-cap segments. Large-cap funds witnessed significant activity, with inflows of ₹24,172.45 crore and outflows of ₹23,961.73 crore, resulting in a modest net inflow of ₹4,010.72 crore, signaling stable yet cautious investor sentiment in this segment.

The mid-cap segment saw an inflow of ₹17,499.16 crore against outflows of ₹8,140.64 crore, contributing to a net inflow of ₹9,358.52 crore, indicating increased interest among investors seeking growth opportunities in this category.

Small-cap funds, on the other hand, observed substantial inflows of ₹20,267.77 crore compared to outflows of ₹9,258.2 crore, resulting in a net inflow of ₹11,009.57 crore, reaffirming strong confidence in smaller companies, driven by their potential for higher returns.

Net Inflow Dynamics: A Monthly Comparison from February to October

In October 2024, the mutual fund market exhibited consistent inflows across segments, indicating sustained investor interest. The large-cap segment continued to dominate, with net inflows of ₹4,010.72 crore, showcasing resilience among investors seeking stability in blue-chip investments, though slightly moderating compared to September.

The mid-cap segment gained momentum, recording net inflows of ₹9,358.52 crore, reflecting growing confidence in mid-sized companies and a shift toward growth-oriented opportunities. This marked a continuation of the upward trend from September, signaling increased traction in this category.

Meanwhile, the small-cap segment led the market in inflows, with a substantial net inflow of ₹11,009.57 crore, further solidifying its position as a favorite among investors looking for high-growth potential. This segment's consistent performance highlights optimism for long-term prospects in smaller enterprises.

Sector-wise Net Inflows and Outflows in October

Sector

Net Inflow

Automobile and Ancillaries

24973.7

Capital Goods

8014.79

Chemicals

1748.96

Construction

4032.14

Consumer Durables

-1278.53

Diversified

-13.51

Energy

130791.25

Financials

27663.2

FMCG

7411.73

Healthcare

32270.69

Infrastructure

5201

Logistics

-221.72

Media and Communications

2346.26

Metals

2862.37

Miscellaneous

1727.54

Retail and Other Services

5106.63

Technology

6341.75

Textile

-268.16

Travel

-380.27

Grand Total

258329.82

In October 2024, the Energy sector emerged as the top performer, garnering an impressive net inflow of ₹1,30,791.25 crore, driven by strong investor sentiment and optimism in the sector’s growth potential. The Healthcare sector followed with a robust inflow of ₹32,270.69 crore, reflecting confidence in its defensive nature and consistent performance. The FMCG sector also secured its position in the top three, attracting ₹74,171.73 crore, underscoring investor interest in stable and consumer-driven growth stories.

On the other hand, the Travel sector saw the steepest outflow, with a net decline of ₹380.27 crore, indicating subdued investor confidence in its recovery trajectory. Similarly, the Textile sector recorded an outflow of ₹268.16 crore, possibly due to challenges in export demand and rising operational costs. These bottom-performing sectors highlight areas where market sentiment remains cautious.

October Momentum: Large Cap Mutual Funds See Notable Net Inflow

In October 2024, the large-cap segment exhibited an extraordinary performance with a record-breaking net inflow of ₹2,37,961.73 crore. This massive surge, significantly higher than September’s ₹35,136.67 crore, underscores an exceptional shift in investor sentiment toward large-cap stocks. The unprecedented inflows reflect heightened confidence in the stability and robust returns of large-cap investments, positioning them as the preferred choice amid evolving market conditions. This remarkable performance further cements the large-cap segment’s dominance as a pivotal contributor to the mutual fund industry's growth and investor strategy.

Let's delve into the top five stocks that experienced significant inflows and outflows in September.

Top Large-Cap Stocks with Mutual Fund Inflows in October 2024

Stock Name

Sector

Net Qty Bought

Approx. Buy Value(In Rs. cr) *

Reliance Industries Ltd.

Energy

594701369

127426

Dr. Reddy's Laboratories Ltd.

Healthcare

69640319

27946

Hyundai Motor India Ltd.

Automobile and Ancillaries

38406511

6999.78

Mahindra & Mahindra Ltd.

Automobile and Ancillaries

23187412

6751.57

HDFC Bank Ltd.

Financials

34034326

5900.98

Top Large-Cap Stocks with Mutual Fund Outflows in October 2024

Stock Name

Sector

Net Qty Sold

Approx. Sell Value(In Rs. cr) *

Cholamandalam Investment and Finance Company Ltd.

Financials

4933724

710.64

Indian Oil Corporation Ltd.

Energy

42350058

683.46

HCL Technologies Ltd.

Technology

3.17E+06

564.08

Bajaj Housing Finance Ltd.

Financials

32856851

473.42

Vedanta Ltd.

Metals

7680855

375.1

Mixed Investor Sentiments in Mid-Cap Stocks

In October 2024, the mid-cap segment maintained its strong momentum with a net inflow of ₹9,358.52 crore. Although slightly lower than September’s ₹11,253.39 crore, this steady performance highlights continued investor confidence in mid-cap stocks. The consistent inflows indicate that mid-cap companies remain a preferred choice for investors seeking growth potential amidst evolving market conditions. While still below the June peak of ₹21,129.78 crore, October's figures reflect the segment's resilience and its role as a critical component of diversified investment strategies.

Top Mid-cap Stocks with Mutual Fund Inflows in October 2024

Stock Name

Sector

Net Qty Bought

Approx. Buy Value(In Rs. cr) *

Waaree Energies Ltd.

Capital Goods

5229025

1423.39

Coforge Ltd.

Technology

1766465

1293.1

IDFC First Bank Ltd.

Financials

138939874

974.53

Bharat Heavy Electricals Ltd.

Capital Goods

32005826

830.07

Marico Ltd.

FMCG

10294197

687.34

Top Mid-cap Stocks with Mutual Fund Outflows in October 2024

Stock Name

Sector

Net Qty Bought

Approx. Sell Value(In Rs. cr) *

Torrent Power Ltd.

Energy

3202038

592.34

Voltas Ltd.

Consumer Durables

2968921

518.76

Max Financial Services Ltd.

Financials

4182187

517.34

Steel Authority Of India Ltd.

Metals

32528344

418.17

Mphasis Ltd.

Technology

1233592

363.29

Consistent Net Inflows Across Nine Consecutive Months in Small Cap

In October 2024, the small-cap segment recorded a net inflow of ₹11,009.57 crore, reflecting a decline from the September peak of ₹35,590.95 crore. Despite the drop, this figure underscores sustained investor interest in small-cap stocks, as they continue to be a favored choice for those seeking high-growth opportunities. The October inflow highlights the resilience of the segment and its enduring appeal as part of a diversified investment strategy, even amidst shifting market dynamics.

Top Small-cap Stocks with Mutual Fund Inflows in October 2024

Stock Name

Sector

Net Qty Bought

Approx. Buy Value(In Rs. cr) *

HEG Ltd.

Financials

16032731

2334.25

Power Mech Projects Ltd.

Infrastructure

3247662

1569.35

Afcons Infrastructure Ltd

Infrastructure

22111885

1023.78

Sansera Engineering Ltd.

Automobile and Ancillaries

4579300

730.59

Jindal Saw Ltd.

Metals

12398489

657

Top Small-cap Stocks with Mutual Fund Outflows in October 2024

Stock Name

Sector

Net Qty Bought

Approx. Sell Value(In Rs. cr) *

RBL Bank Ltd.

Financials

44838859

838.55

Central Depository Services (India) Ltd.

Financials

3422184

510.4

Multi Commodity Exchange Of India Ltd.

Financials

716843

436.42

Vedant Fashions Ltd.

Textile

2.98E+06

410.47

Piramal Enterprises Ltd.

Financials

3224712

349.06

Conclusion:

In October 2024, the mutual fund industry showcased robust growth, with equity fund inflows surging by 21.69% to ₹41,887 crore and SIP contributions hitting a record ₹25,322.74 crore, reflecting strong investor confidence. The small-cap segment led net inflows at ₹11,009.57 crore, followed by the mid-cap segment with ₹9,358.52 crore, and the large-cap segment with ₹4,010.72 crore, highlighting a balanced interest across market caps. Sectorally, the Energy and Healthcare sectors attracted the highest inflows, while Travel and Textile sectors faced outflows, indicating diverse investor preferences.

Despite mixed trends in New Fund Offers (NFOs) and a decline in small-cap inflows from the September peak, the mutual fund market demonstrated resilience, supported by record SIP participation and consistent net inflows across categories, underscoring the growing appeal of mutual funds as a key investment avenue amidst dynamic market conditions.