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

MF-Flows-October-2020Download

US Elections 2020 Explained

November 3, 2020

As the world awaits the outcome of the US elections, check out some of these interesting facts:

  • This is the first Presidential election with both candidates over 70
  • If Biden wins, he will be the oldest person to be elected as President at 78
  • Winning the most votes doesn’t always win you the elections

American elections are quite different from what we have in India. Read our complete report for more fun facts and a quick brief to help you prepare for election day.

US-Elections-2020-ExplainedDownload

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.

Full ReportDownload

Knowledge Series: October Surprise

October 6, 2020

This year has already been an exceptional year for surprises from COVID and Lockdowns to crashing economies, and now we have the US Elections. 

The run up to the elections have already started with news of Trump’s COVID results coming positive. What more do we have in store for the “October Surprise” in the much anticipated US Elections of 2020?


Here is a look at the US Equity markets over the last 30 years in the month of October, in an Election Year versus a Non- Election Year.

Full ReportDownload

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.

MF-Flows-July-2020Download

Credit Policy Update

August 6, 2020

RBI’s Monetary Policy Committee has kept Repo Rate unchanged at 4% amid rising inflationary pressure and a grim economic outlook. Here are the highlights and implications of the Credit Policy.

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.

Mutual-Fund-Flows-June-2020Download

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?

Liquid_Funds_Way_ForwardDownload

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.

stamp_dutyDownload

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.

Mutual_Fund_FlowsDownload