Mutual Funds

FPIs Bet on IT, Financials and Realty Amid November Selloff – Amid selloffs in November, FPIs made investments in the Information Technology, Financial Services, Realty, Construction, Healthcare, Textiles and Utilities, indicating cautious, sector-specific interest despite broader market challenges.

FPI Record Selloff Hits Key Sectors: Oil & Gas, Auto, Telecom and More – In November, FPIs significantly reduced holdings across crucial sectors like Oil & Gas, Automobile & Auto Components, Telecommunication, Services, Construction Materials, FMCG, Metal & Mining and Power. This widespread selloff underscores rising global uncertainties and intensifying market pressures.

FFPIs Turn Net Sellers in 2024 as November Records Slower Selloffs Amid Volatility – FPIs pulled ₹21,612 Crs from the markets in November, citing expensive valuations and weak Q2 earnings, a notable slowdown compared to October’s sharp selloff. The November selloff pushed FPIs into net selling territory for the calendar year 2024, with total year-to-date selloff amounting to ₹15,019 Crs, reflecting increased market pressures and cautious sentiment.

FPI Muted in Debt Market: November Witnesses Minor Selloff – This marginal selloff brought the cumulative debt market investments for the calendar year down to ₹1,40,263 Crs, highlighting reduced foreign interest. FPIs sold a modest ₹36 Crs in India’s debt market in November 2024, reflecting subdued activity in the segment.

For a comprehensive understanding and more insights, please go through our detailed report.

Equity Mutual Fund Schemes Invest in Hyundai Motor India IPO, Highlighting October’s Largest Debut: A total of 77 equity mutual fund schemes showed strong interest in October’s largest IPO, Hyundai Motor India. Other prominent IPOs, including Waaree Energies and Afcons Infrastructure, also drew investments from numerous equity schemes, underscoring fund managers’ focus on high-potential market entrants for portfolio growth.

Top New Investment Picks by Equity Mutual Funds: Several equity mutual fund schemes have demonstrated a strong preference for fresh investments in companies such as Mahindra & Mahindra, Angel One, 360 One Wam, Torrent Pharmaceuticals, Coforge, National Aluminium Company, PB Fintech and Dixon Technologies.

Equity Schemes Exit Major Companies Like Tata Motors and ONGC: Several equity schemes have fully exited their positions in companies such as Indus Towers, Tata Motors, ONGC, Dr. Reddy’s Laboratories, Hindustan Aeronautics, Oil India, Coal India, Vedanta, Bharat Electronics, Vodafone India, Indian Bank, GAIL, Bank of Baroda and Tech Mahindra.

Equity Schemes Exit Key Positions in Avenue Supermart and Tata Motors: Several equity schemes have fully exited their positions in companies such as Avenue Supermart, Tata Motors, Bharat Electronics, Indus Towers, Mphasis, Tata Steel, HAL, Honeywell Automation India, Global Health, ONGC, Oil India and Credit Access Gramin.

Mid-Cap Moves: Among the top-traded mid-cap stocks, many schemes invested in companies such as Coforge, Dixon Technologies, Max Healthcare Institute, Polycab India, HPCL and PAYTM. Meanwhile, several equity schemes chose to sell holdings in Sona BLW Precision Forgings, Voltas and Mphasis.

Small-Cap Shifts: Among the most actively traded small-cap stocks, various equity schemes directed their investments towards companies such as Balrampur Chini Mills, Sansera Engineering, 360 One Wam, Angel One, Birlasoft and Firstsource Solutions, while notable disinvestment occurred in  GE Vernova T&D India, MCX, Whirlpool of India and Aether Industries.

For a comprehensive understanding and more insights, please go through our detailed report.

The mutual fund industry’s average AUM rose by 0.73% to reach ₹68.50 lakh crore.

Equity-oriented schemes recorded their highest-ever inflows at ₹41.89K crore, showing continued investor confidence despite market volatility.

Sectoral and thematic funds continued to see strong interest, with inflows at ₹12.28K crore, driven by new scheme launches.

Passive investments gained traction, with net inflows into index funds and ETFs surging by 619% to ₹23.43K crore, led by strong retail demand and overseas fund interest.

Hybrid schemes surged, with inflows up by 244% to ₹16.86K crore, led by arbitrage and dynamic funds.

Debt funds saw a major rebound, with average AUM increasing by 4.36% and net inflows reaching ₹1.57 lakh crore, driven by reinvestment post-tax outflows in September.

SIP investments reached a new all-time high of ₹25,322 crore, marking 16 consecutive months of record-breaking inflows.

For an in-depth exploration, read through our comprehensive Mutual Fund Flow Report for October, 2024.

Highest FPI Outflows in Indian Equity Market History – This massive sell-off led to a 6% decline in Sensex and Nifty, marking the steepest drop since the March 2020 market turmoil. Foreign investors pulled a historic ₹94,017 Crs from Indian equities in October, driven by high valuations and enticing prices in China. Foreign Portfolio Investors sold Indian stocks nearly every trading day in October, with a peak single-day selloff of ₹15,506 Crs on October 3rd, intensifying market pressure throughout the month.

FPI Turnaround: Indian Debt Market Sees First Net Outflow Since April – This selling pressure further reduced their total investments in the debt segment, bringing cumulative inflows for the calendar year down to ₹140,299 crore. In October 2024, Foreign Institutional Investors (FIIs) sold ₹3,632 Crs in India’s debt market.

FPI Record Selloff Hits Key Sectors: Financials, Oil & Gas, FMCG, Auto and More – This widespread selloff underscores rising global uncertainties and intensifying market pressures. In October, FPIs significantly reduced holdings across crucial sectors like Financial Services, Oil & Gas, FMCG, Automobiles, Consumer Services, Construction and IT. 

Record DII Buying Cushions FPI Selloff in October – Domestic Institutional Investors (DIIs) have stepped up in 2024, providing much-needed support to the Indian markets amid heavy selling by Foreign Portfolio Investors (FPIs). 

Mutual Funds Lead the DII Charge with ₹3.70 Trillion Investment in 2024 – Mutual Funds have powered the record-setting DII inflows this year, contributing an impressive ₹3.70 trillion out of the total ₹4.47 trillion. In October alone, they invested ₹90,152 Crs in Indian equity markets, reinforcing their role as a key market stabilizer.

For a comprehensive understanding and more insights, please go through our detailed report.

Equity Funds Favor Fresh Investments in Mid and Small-Cap Companies: Several equity mutual fund schemes have demonstrated a strong preference for fresh investments in companies such as GE T&D India, Samvardhana Motherson International, Brigade Enterprises, SpiceJet, KEC International, PTC Industries, National Aluminium Company, Punjab National Bank, Bajaj Finance, Larsen & Toubro and PB Fintech.

Equity Funds Show Strong Interest in New IPOs: Moreover, many equity mutual fund schemes have shown a clear preference for new investments in IPOs, including promising names such as Bajaj Housing Finance, PN Gadgil Jewellers, Premier Energies and Kross Ltd.

Equity Schemes Exit Major Companies Like Tata Motors and ONGC: Several equity schemes have fully exited their positions in companies such as Indus Towers, Tata Motors, ONGC, Dr. Reddy’s Laboratories, Hindustan Aeronautics, Oil India, Coal India, Vedanta, Bharat Electronics, Vodafone India, Indian Bank, GAIL, Bank of Baroda and Tech Mahindra.

Equity Funds Accumulate Shares in Top Market Leaders: Overall, equity mutual fund schemes have been actively accumulating shares in prominent companies like L&T, HDFC Bank, Samvardhana Motherson International, Zomato, Axis Bank, Maruti Suzuki India, ITC, Kotak Mahindra Bank, M&M, IndusInd Bank and Bajaj Finance, reflecting their strong confidence in these market leaders.

Equity Funds Invest in Small-Caps: Among the most actively traded small-cap stocks, various equity schemes directed their investments towards companies such as GE T&D India, KEC International, K.P.R. Mill, Indigo Paints, Brigade Enterprises, Gujarat State Petronet and PNB Housing Finance, while notable disinvestment occurred in MCX, Birlasoft and SKF India.

For a comprehensive understanding and more insights, please go through our detailed report.

The Mutual Fund industry’s Average AUM surged by 2.97%, reaching an impressive ₹68 Lakh Crs in September.

Equity oriented schemes have experienced 43 consecutive months of positive inflows, elevating the average AUM to ₹30.65 Lakh Crs.

SIP investments hit a record high of ₹24,509 Crs, marking 15 consecutive months of all-time high inflows.

The Dividend Yield category saw a significant jump in inflows in September 2024, reaching ₹1.5K Crs with ₹1,006 Crs contributed by NFO.

Inflows into hybrid schemes saw a sharp decline of 52%, dropping to ₹4.9K Crs, largely due to significant outflows from arbitrage funds.

The average AUM of debt funds decreased by 0.75%, experiencing a net outflow of ₹1.13 Lakh Crs in September.

Among long-term debt funds, Corporate Bond funds experienced the highest inflow, receiving ₹5.04K Crs, followed closely by Gilt funds.

For an in-depth exploration, read through our comprehensive Mutual Fund Flow Report for September, 2024.

Mutual Funds Boom: Average AUM Skyrockets by 12.31% in Q2 FY25!

Mutual Funds on the Rise: In a strong show of resilience and investor confidence, the Mutual Fund industry has achieved a remarkable quarter-on-quarter growth, pushing Average Assets Under Management (AAUM) to a substantial ₹66.22 Lakh Crs for July-September 2024.

SBI Mutual Fund Makes History: For the first time in the history of Mutual Funds, SBI Mutual Fund’s Average Assets Under Management (AAUM) has crossed the ₹10 Lakh Crs mark last quarter. Dominating the industry, SBI Mutual Fund proudly secures its top spot for the 19th consecutive quarter, showcasing enduring leadership and investor trust.

Rising Stars in Mutual Funds: Driven by a surge in inflows, quant, Motilal Oswal, Mahindra Manulife, JM Financial, Zerodha and Groww Mutual Funds have elevated their positions in the mutual fund rankings, marking impressive progress over previous quarters.

SBI Mutual Fund Leads Absolute Growth: In the latest quarter, SBI Mutual Fund claimed the spotlight as the top gainer in absolute Average AUM growth, with ICICI, HDFC and Nippon India Mutual Fund close behind. This surge underscores the competitive energy and robust expansion shaping the mutual fund industry.

Top Percentage Growth Performer: In percentage growth of Average AUM, Old Bridge, Zerodha, JM Financial, Helios and Bajaj Finserv Mutual Funds outshone the competition this quarter, showcasing remarkable gains compared to the previous period.

For a comprehensive understanding and more insights, please go through our detailed report.

FPIs Bet Big on India in September: Equity Inflow Hits 9-Month High  – Foreign Portfolio Investors (FPIs) made a powerful return in September as net buyers, investing ₹57,724 Crs—the highest in nine months. This pushed year-to-date investments to an impressive ₹1,00,610 Crs. With ₹10,879 Crs channelled into primary markets like IPOs in September, FPIs are signaling strong confidence in India’s emerging opportunities.

FIIs Power Up Indian Debt Market: 2024’s Record-Breaking Year – Foreign Institutional Investors (FIIs) showcased robust confidence in India’s debt market, with a substantial ₹32,850 Crs investment in September alone. Total debt inflows have soared to ₹1,43,931 Crs in 2024, setting the stage for a record-breaking year in FII debt investments.

Mutual Funds Keep the Momentum: ₹32,264 Crs Invested in September – Mutual Funds maintained their momentum in September, pouring ₹32,264 Crs into the domestic equity markets, marking a robust buying streak.

FIIs Bet Big on Financial Services, Expand Across Key Sectors in September – Foreign Institutional Investors (FIIs) allocated nearly half of their investments to Financial Services, while also diversifying into Healthcare, Realty, FMCG, Consumer Durables, Capital Goods, Telecommunications and Services sectors— demonstrating a strategic and balanced investment approach.

FIIs Exit Key Sectors in September – FIIs reduced their stakes in Consumer Services, Automobile & Auto Components, Information Technology, Construction Materials and Oil & Gas sectors, signaling a strategic shift in their portfolio.

For a comprehensive understanding and more insights, please go through our detailed report.

The Sector/Thematic Fund category has once again claimed the top spot in the Equity Mutual Fund segment for the second consecutive month, reaching an all-time high Net AUM of ₹4,44,944 Crs. Close behind is the Flexi Cap Fund, with a Net AUM of ₹4.29 Lakh Crs.

Several equity mutual fund schemes have shown a strong preference for fresh investments in leading companies like Tata Motors, Zen Technologies, Adani Energy Solutions, PNB Housing Finance, HPCL, BPCL and Mankind Pharma.

Overall, equity mutual fund schemes have been actively accumulating shares in prominent companies such as Tata Motors, Zomato, Maruti Suzuki, Trent, ICICI Bank, Axis Bank, Tech Mahindra and ONGC, signaling their strong confidence in these market leaders.

Among the most actively traded small-cap stocks, various equity schemes directed their investments towards companies like Birlasoft, Electronics Mart, Aster DM Healthcare and MCX. At the same time, there was notable disinvestment from GE T&D India, SKF India, Gujarat State Petronet and Bayer CropScience.

For a comprehensive understanding and more insights, please go through our detailed report.

The Mutual Fund industry’s average AUM grew by 2.06%, reaching an impressive ₹65.04 lakh crore in August.

SIP investments hit a record high of ₹23,547 crore, marking 14 consecutive months of all-time high inflows.

Large Cap Funds witnessed a nearly 300% surge in inflows.

In contrast, Hybrid schemes saw a 43% decline in inflows.

Passive funds maintained their steady momentum, despite a slight decrease in inflows.

The average AUM of Debt Funds increased by 1.67%, despite a 62% decline in inflows, with Overnight Funds receiving the highest inflows.

For an in-depth exploration, read through our comprehensive Mutual Fund Flow Report for August, 2024.