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ValueProductPastPerformance

Company NameReco DateReco PriceExit PriceExit Date% ReturnIn days
Bharat Forge Ltd. 25/07/20241,593.85952.3007/04/2025 -40.25% 256 days
ITC Ltd. 28/12/2023464.20487.5002/01/2025 5.02% 1 yrs
Britannia Industries Ltd. 27/07/20234,875.805,028.2512/11/2024 3.13% 1 yrs
JSW Steel Ltd. 22/02/2024826.951,003.0026/09/2024 21.29% 217 days
Bajaj Auto Ltd. 22/08/20249,910.0011,930.0017/09/2024 20.38% 26 days
Dr. Reddy's Laboratories Ltd. 26/10/20235,429.306,536.0005/07/2024 20.38% 253 days
Shriram Finance Ltd. 25/04/20242,430.102,955.0028/06/2024 21.60% 64 days
Coal India Ltd. 25/01/2024389.50501.6022/05/2024 28.78% 118 days
Infosys Ltd. 27/10/20221,522.601,411.6019/04/2024 -7.29% 1 yrs
State Bank Of India 25/05/2023581.30782.0505/03/2024 34.53% 285 days

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SIP Surge in FY25: Investor Maturity Amid Market Fluctuations

SIP Surge in FY25: Investor Maturity Amid Market Fluctuations

The Indian equity market experienced significant volatility in FY2024-25, initially due to the uncertainty surrounding the general elections, followed by concerns over the introduction of a higher capital gains tax. As the fiscal year unfolded, the market began to react to overvalued stocks, leading to a wave of profit-booking and increased market instability.

Against this backdrop, Indian mutual fund investors demonstrated their maturity by setting a new standard in systematic investing. Contributions through Systematic Investment Plans (SIPs) soared impressively by 45 per cent year-on-year, reaching nearly Rs 2.9 lakh crore in FY25. This is the highest growth in seven years and significantly outpaces the 28 per cent increase recorded in FY24. On average, monthly SIP inflows rose to Rs 24,113 crore, up from Rs 16,602 crore the previous year.

This record-breaking increase highlights a significant shift in investor behaviour. SIPs are now seen not as a passing trend, but as a fundamental wealth-building tool for millions of Indians. Despite market fluctuations, investors remained steadfast, showing unwavering confidence in the long-term potential of equity markets.

Today, SIPs account for nearly 20 per cent of total mutual fund industry assets, with over 8 crore active SIP accounts as of March 2025. This clearly indicates how deeply ingrained this investment practice has become in the retail investing landscape.

Looking forward, while growth rates may slow down as the base expands, the culture of disciplined investing appears firmly established. Equity mutual funds have seen 49 consecutive months of net inflows, a streak largely driven by SIPs. This consistency indicates a strong behavioural shift - investors are increasingly prioritising long-term goals over short-term market noise.

This momentum should inspire all investors to remain committed to their SIPs, especially during market fluctuations. The Rs 3 lakh crore milestone serves as a powerful reminder that small, regular investments can accumulate into substantial wealth over time, rewarding patience, perseverance, and the power of compounding.

Shashikant Singh
Executive Editor

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DALAL STREET INVESTMENT JOURNAL - DEMOCRATIZING WEALTH CREATION

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