Equity MFs Performance and Activities – February, 2022

March 15, 2022

Equity mutual funds received Rs 19,705 cr net inflow in February. This is the twelfth straight month of investments.

Many Equity mutual fund schemes invested in Vedant Fashions IPO. Overall Equity mutual funds acquired 7.04% stake in Vedant Fashions and 4.7% stake in Equitas Small Finance Bank.

Cipla, Tata Motors, Bank of Baroda , Maruti, HDFC, Hindalco, Mphasis, Bharat Forge, Power Grid, Ashok Leyland and Metropolis were new entrants for several equity schemes in their portfolio.

Equity mutual fund schemes preferred to invest in Insurance, Textile, Mining, Capital Goods and Hospitality sectors in February.

It is very interesting to know which schemes received major inflows, which schemes faced redemption pressure, top traded stocks and fresh stock picks by Equity MF schemes during February month.

For all these snippets and much more please read through our report.

Mutual Fund Flows – February 2022

March 9, 2022

The data released by AMFI shows that Mutual Fund industry‘s Avg. AUM decreased by 0.83% to Rs.38.56 Lakh Crs in February 2022 with net inflow of Rs.31.53K Crs., despite witnessing significant outflows from FIIs due to high global inflationary environment and Russia-Ukraine tension. Domestic investors continue to support the market by investing in Indian equities.

The Equity mutual funds saw a net inflow of Rs.19.70K Crs. in February; and as per SEBI data, Mutual fund industry bought Rs.28.18K Crs. in Indian market which indicates that domestic investors took advantage of the market correction amid foreign institutional investors’ sell-off.

The Debt mutual funds saw net outflows of Rs.8.27K Crs due to uncertainty in the rate movement.

There were positive flows across Equity oriented scheme categories. Flexi Cap Funds continues to lead the inflow pack. Large cap fund inflow also increased to Rs.2.34K Crs. up from Rs.1.89K Crs the previous month.

The SIP contribution fell marginally lower to Rs.11.44K Crs. from Rs.11.52K Crs. in January.

For all these snippets and much more please read through our Mutual Fund Flow Feb-2022 report.

Equity MFs Performance and Activities – January, 2022

February 14, 2022

Equity mutual funds log Rs 14,888 cr net inflow in January. This is the eleventh straight month of investments despite selling pressure from FII.

Bajaj Auto, HDFC Bank, Tata Motors, Apollo Hospitals, Tech Mahindra, HAL, NTPC, M&M and Cholamandalam Investment were new entrants for several equity schemes in their portfolio.

Many Equity mutual fund schemes completely exited from their investments in Zomato, Nykaa, Mindtree, Bharti Airtel, Mphasis, Infosys, Tata Consumer and Motherson Sumi.

It is very interesting to know which schemes received major inflows, which schemes faced redemption pressure, top traded stocks and fresh stock picks by Equity MF schemes during January month.

For all these snippets and much more please read through our report.

Mutual Fund Flows – January 2022

February 10, 2022

As per the data released by AMFI, Equity funds witnessed a fall in inflow in January 2022, as they stood at ₹14,887.77 Crs., compared to ₹25,082.54 Crs. seen in December 2021.

The Income/Debt Funds in January 2022 saw an inflow of ₹5,081.61 Crs, rise from the staggering net outflow of ₹49,037.52 Crs. recorded a month earlier.

Out of all Debt funds, Liquid funds saw maximum outflow of ₹14.3K Crs. due to rise in short term rates and volatility in returns whereas Overnight funds witnessed maximum inflow of ₹19.3K Crs.

Index Funds continued their good run with positive inflows.

The contribution through monthly systematic investment plans (SIPs) rose to a record high of ₹11,517 Crs in January.

For all these snippets and much more please read through our report.

Pre-Budget and Post-Budget Analysis of Indices

January 28, 2022

Union Finance Minister Nirmala Sitharaman is all set to present the Budget 2022 on 1st February. Budget is one of factors that affect the stock market. The budget tends to create quite a lasting effect in the form of fluctuations in overall indices, the change in the market stance and much more.

Two years back, we published one report on Pre-Budget and Post-Budget Analysis of Indices. We have mentioned few observations regarding the behaviour of Indian benchmark indices before and after the budget. We have updated all the returns till now to validate the trend observed for last 14 years.

To know those observations and much more, please read through our report.

Equity Linked Saving Scheme

January 27, 2022

The last quarter of the year has arrived and also the time for tax planning before it is too late. ELSS investment can be considered, as it not only saves some taxes but also helps to ride through inflation (subject to equity market risk).

What is an ELSS and what are its features and benefits? Read through if you need more insights into this important investment avenue.

Equity MFs Performance and Activities – December, 2021

January 14, 2022

Equity mutual funds ended year 2021 on a strong note with record net inflows of ₹25,077 Cr in December month, taking the net inflows for the year to ₹ 96,670 Cr. All equity fund categories saw inflows in December.

Many Equity mutual fund schemes invested in the IPO stocks, include Medplus Health Services(11% stake) and CMS Info Systems(8% stake).

Overall considering all equity mutual fund schemes, there was selloff in Bharti Airtel, SBI, Kotak Bank, Persistent Systems and Tech Mahindra. There was buying in Reliance, ICICI Bank, HDFC Bank, Infosys, TCS, Wipro, L&T, Maruti, HCL Technologies, Axis Bank and Bajaj Finance.

It is very interesting to know which schemes received major inflows, which schemes faced redemption pressure, top traded stocks and fresh stock picks by Equity MF schemes during December month.

For all these snippets and much more please read through our report.

Mutual Fund Flows – December 2021

January 11, 2022

As per AMFI data released, Equity Funds witnessed record inflows whereas income/Debt Funds faced heavy redemptions in December.

All the Equity oriented schemes saw a steady inflow, with Multi Cap funds topping with Rs.10,516 Crs.

Overnight Funds and Dynamic Bond Funds were the only categories to get positive inflows in Income/Debt fund categories.

The contribution through monthly systematic investment plans (SIPs) rose to a record high of Rs.11,305 Crs. in December against ₹11,005 Crs. in November.

SBI AMC retained the top spot in Average AUM as well as absolute increase in AUM over the quarter, followed by ICICI and Kotak. HDFC, surprisingly was at 9th spot.

For all these snippets and much more please read through our report.

Equity MFs Performance and Activities – November, 2021

December 13, 2021

Equity mutual funds received net inflows of ₹ 11,615 crore in November month due to strong SIP book. This was the ninth consecutive month of inflows, cumulatively total inflows of ₹ 78,765 crore since March.

As per MFs activities in stocks, major stocks like Reliance, TCS, Maruti, M&M, Zensar Technologies, Sun Pharma and Dabur were new entry for some equity schemes. Some equity schemes completely exited from Tata Steel, HDFC Ltd, SBI Cards, IRCTC, ICICI Lombard, ONGC and Crompton Greaves.

Many Equity mutual fund schemes invested in the IPO stocks, include Nykaa (FSN E-Commerce), Policy Bazaar (PB Fintech), PayTM (One97 Communications), GoFashion and Latent View Analytics.

It is very interesting to know which schemes received major inflows, which schemes faced redemption pressure, top traded stocks and fresh stock picks by Equity MF schemes during November month.

For all these snippets and much more please read through our report.

Mutual Fund Flows – November 2021

December 10, 2021

As per AMFI data released, all five categories of Open ended schemes Income/Debt Oriented Schemes, Growth/Equity Oriented Schemes, Hybrid schemes, Solution oriented schemes, and other Open-ended schemes including Index schemes, ETFs, Fund of Funds schemes have reported positive flows during November 2021.

Despite the overhang of Omicron variant of Covid over the markets, Equity Oriented Schemes witnessed inflows of INR 11.61K Crs in November with maximum inflows in Flexi Cap Funds. SIP inflows touched new highs of INR 11,004 Crs.

Overall Debt Funds had inflows to the tune of INR 14K Crs with Liquid funds logging the maximum inflows to the tune of INR 53.2K Crs compared to outflow of INR 10.2K Crs in October and Overnight funds had the maximum outflow of INR 12.12K Crs compared to inflow of INR 6.3K Crs in October.

For all these snippets and much more please read through our report.