Mutual Fund Flows – June 2021

July 9, 2021

Average Assets Under Management (AAUM) of Indian Mutual Fund Industry for the month of June 2021 stood at ₹ 34.10 lakhs crs, an increase of around 3.3%.

Equity funds witnessed inflows of INR 5.98k crores. Arbitrage Funds, Balanced Advantage Funds and ETFs were the biggest gainers.

Debt Funds saw inflows of INR 3.5k Crs with flows largely into Floater and Low Duration Funds. Money Market and Ultra Short Funds were the big losers here.

SBI AMC continued its reign over the top spot both in terms of Average AUM and absolute increase in AUM over the quarter.

Knowledge Series: Yield Curve

June 30, 2021

We keep hearing economists, financial analysts and our fund managers talk about yield curves while giving an insight on the economy or strategies being used by them. The idea of this knowledge series is give us an understanding of yield curves, their movements and its significance.

Mutual Funds Flows – April 2021

May 13, 2021

Despite a surge in COVID-19 cases, Equity oriented schemes saw net inflows of ₹ 3,437 crore in April as against ₹ 9,115 crore in March. 

Sectoral and thematic funds saw the largest net inflow under the equity category.

ETFs and Fund of funds investing overseas were the flavour of the month.

Arbitrage funds were the biggest gainers among the Hybrid category of schemes.

High liquidity in the financial markets led to large inflows in liquid and overnight funds. Money market funds also saw good flows. 

For this and much more please read through our note.

Mutual Fund Flows – February 2021

March 10, 2021

The Average asset under management (AAUM) of the domestic mutual fund industry has increased by 1.42 per cent on a monthly basis to INR 32.29 lakh crs for the month of February 2021.

February 2021 became the eighth month when the equity-dedicated funds witnessed a net outflow. These outflows were to the tune of  INR 10,468 crore in February 2021 as against an outflow of  INR 9,253 crore in the preceding month.

Inflows via the systematic investment plan (SIP) went through a sharp decline.

Liquid and Money Market Funds were the only two categories that saw significant inflows in the debt category, whereas Short Duration and Corporate Bond Funds witnessed major outflows.

For all these and more such interesting snippets please go through our “Mutual Fund Flows-February 2021”. 

Mutual Fund Flows – December 2020

January 12, 2021

The Mutual Fund industry ended the year 2020 with an average AUM of 30.96 Lakh crores in the month of December.

Soaring equity markets provided an opportunity for a lot of investors to book profits which was clearly visible from heavy redemptions across equity mutual fund categories. However sectoral and thematic funds still lured interest of investors with a positive inflow.

Anticipation of rate hike in credit policy due to heavy liquidity and fear of inflationary pressure had led to increase in yields and as a result decrease in returns in the first half of December. As a result, categories like Ultra Short Duration, Low duration and money markets faced heavy redemptions.

Liquid and Overnight funds saw inflows as these categories are used by companies to park their short-term money.

Sovereign Gold Bonds

January 8, 2021

Add the sheen of Gold to your Investments with the Sovereign Gold Bond Funds.

With the Government of India’s Sovereign Gold Bonds Scheme you can earn an assured interest rate eliminating risk and cost of storage.

Benefits of investing in SGBs:

  • Attractive Interest with asset appreciation opportunity
  • Redemption linked to Gold Price
  • Elimination of risk and cost of storage
  • Exempt from Capital gains tax, if held till maturity

Mutual Fund Flows – November 2020

December 10, 2020

November month saw a new milestone for MF industry with Rs. 30 Lakh Crore net assets under management.

Indian equity markets saw a surge due to highest ever monthly inflows of FII in Indian markets and better than expected economic data. This surge was treated as an opportunity to book profits and heavy redemptions were seen in equity mutual fund schemes across categories.

In debt, money flowed from low duration categories to higher duration categories for better returns through accruals in a low interest rate scenario.

Mutual Fund Flows – October 2020

November 12, 2020

The Mutual Fund industry recorded its highest ever total Assets Under Management (AUM) in October 2020.

The Industry AUM has grown leaps and bounds from Rs.6.46 trillion as on 31st Oct 2010 to reach Rs.28.23 trillion as on 31st Oct 2020.

Equity funds witnessed net outflow of Rs 2,725 crs in October, as against Rs.734 crs during the previous month.

Debt schemes and Corporate Bond Funds saw the biggest inflows in October in more than a year.

For all this and more such analysis do have a look at our report on Mutual Fund Flows – Oct 2020

Mutual Fund Flows: September 2020

October 9, 2020

In September 2020, the mutual fund industry saw a net outflow of approx. INR 52,000 Crs with a decrease in the Avg. AUM  by 0.14%.
Notably, in the Debt category, Liquid Funds faced heavy outflows on account of advance tax payments in the quarter end.
Do have a look at a brief analysis of the Mutual Fund Flows of September 2020 for more information.

Mutual Fund Flows – July 2020

August 11, 2020

Mutual Fund Flows – July 2020

– Net inflows into Mutual Fund schemes increased by approx INR 90,000 Crs primarily through net additions in Debt Funds and ETFs.
– SIP inflows continued their slide for the fourth consecutive month.
– Average AUM of Debt Fund increased by 4.6% to INR 12.92 Lakh Crs.

Let’s take a look at the attached detailed analysis of Mutual Fund flows for the month of July 2020.