Mutual Fund Flows – June 2020

July 11, 2020
  • Firstly, Net inflows into Equity Mutual fund schemes saw a sharp decline in June 2020.
  • Moreover, SIP inflows continued their slide for the third consecutive month.
  • But, average AUM of Debt Fund increased by 7.2% to INR 12.36 Lakh Crs.

Download the full report to take a look at the detailed analysis of Mutual Fund flows for the month of June 2020.

Liquid Funds – Way Forward

July 1, 2020

There has been an introduction of the following regulatory changes:

  1. 100% MTM in liquid Funds
  2. 20% of liquid portfolio to be invested in liquid assets
  3. Stamp duty on purchases @ 0.005%

Due to these changes, overnight and liquid funds are losing their attractiveness.
What is the impact and way forward for institutional investors who have a longer investment horizon?

Applicability & Impact of Stamp Duty on Mutual Fund Units

June 30, 2020

Finance Act 2019 have made several amendments to the Indian Stamp Act 1899.

With this change, stamp duty will be applicable on mutual fund units, effective from 1st July 2020.

Will our mutual fund investors contribute more towards the economic reforms? Check out our anaylsis report on mutual fund returns.

Mutual Fund Flows – May 2020

June 19, 2020

This report analyses the inflows/outflows to the major Mutual Fund categories over the past 3 months.

  • Which category faced redemptions?
  • Which category got additional inflows?

What is evident is that money was chasing quality assets.

What Led to the Franklin India Crisis

April 26, 2020

The financial industry in India is seeing some unusual and even some unprecedented events due to COVID19. As everyone is trying to maintain some sanity, Franklin Templeton takes an unexpected step by closing six debt fund schemes. This has definitely shaken up the Indian Mutual Fund industry.

Here’s our take on what lead FT to take this step.

Mutual Fund Tax Reckoner for NRI Investors

March 6, 2020

Indian diaspora is one of the largest in the world. Your friend might be working abroad or your aunt lives abroad–we all are connected to NRIs one way or another.
Given the current changes in the Budget, NRIs need to be aware of the new tax regulations.
We have created a quick reference tax reckoner for all NRIs.

Mutual Fund Tax Reckoner for Individual Investors

February 27, 2020

Anyone invested in mutual funds?
Budget 2020 brought in many changes to the way MF investments are taxed. Check out our handy tax reckoner to provide you on general guidance for the upcoming changes.