Knowledge Base

The Mutual Fund industry‘s Avg. AUM increased by 4.4% to ₹44.82 Lakh Crs in June.

Flows into equity mutual funds doubled compared to the previous month driven by record net investment in Small Cap funds.

Arbitrage funds continue to witness maximum net inflow among Hybrid categories.

Debt category witnessed net outflow in June after two consecutive months of inflows. Liquid funds witnessed maximum outflows; driven by corporates withdrawing money for quarter end advance tax payments.

The total Average Qtrly AUM of the Mutual fund industry increased by 6.34% to ₹43.08 Lakh Crs. compared to ₹40.51 Lakh Crs in the previous quarter. SBI Mutual Fund continued to enjoy the top slot for the 14th consecutive quarter.

For all these snippets and much more please read through our Mutual Fund Flow June-2023 report.

Inflows into Indian equity mutual funds halved sequentially to ₹3,240 crore in May, the lowest since November 2022.

Many equity mutual fund schemes preferred to do fresh investment in Mankind Pharma, Vedant Fashions, Coforge, CIE Automotive India,  Dixon Technologies, HDFC Life, M&M Financial Services, Shriram Finance and IndusInd Bank.

Some equity schemes completely exited from Kotak Mahindra Bank, Gland Pharma, Tata Chemicals, Cipla, Axis Bank. Page Industries, Aditya Birla Fashion & Retail, Siemens, M&M , Maruti, Mphasis and Dr. Reddy.

Due to redemption pressure in Axis Bluechip Fund, Mirae Asset Large Cap Fund and SBI Bluechip Fund, large cap mutual fund schemes witnessed outflows of ₹1362 Cr.

Nippon Small Cap Fund (Small Cap Category) and Kotak Emerging Equity Fund ( Mid Cap Category) received major inflows in May.

Textile, Realty, Retailing, Consumer Durables, Diamond & Jewellery and Infrastructure were preferred investment sectors of Equity MF Schemes.

Some MF schemes exited their investments from Hospitality, Aviation, Chemicals, Logistics, Mining and Capital Goods sectors.

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

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

The Mutual Fund industry‘s Avg. AUM increased by 3.42% to ₹42.94 Lakh Crs in May.

Flows into equity mutual funds is the lowest since Nov-22.

Arbitrage funds continues to witness maximum net inflow of ₹6.64K Crs.

Among the debt category, Liquid funds witnessed maximum inflows.

For all these snippets and much more please read through our Mutual Fund Flow May-2023 report.

The financial market in India is evolving at a rapid pace, as there is a rising trend of HNIs looking beyond traditional investment options.

HNIs are increasingly seeking personalized solutions that can help diversify and grow their wealth at a much higher rate than commonly available investment options.

The growth of Alternative Investment Funds (AIFs) as an asset class in India has been significant in the last few years.

As per SEBI, Indian AIF industry is standing at Rs 8.33 lakh crore commitments raised as on 31st March 2023, an incredible 10 times growth in the past 6 years.

According to SEBI, there are more than 1000 registered AIFs in India right now.

If investors are looking for diversification in the existing portfolio and higher growth in wealth, investors should consider investment in AIF.

For more information on AIFs please read through our report.

The Mutual Fund industry‘s Avg. AUM increased by 3.70% to ₹41.52 Lakh Crs in April with net inflow of ₹1.21 Lakh Crs, largely driven by inflows in debt mutual funds.

Flows into equity mutual funds in April slowed down to ₹6,480 Crs from ₹20,534 Crs in March.

The passive funds witnessed an inflow of ₹6.95k Crs in April. The net inflows in Index funds dropped from ₹27.32k Crs to ₹147 Crs in April as the benefits of LTCG tax and indexation for debt mutual funds ended on 31st March 2023.

Among the debt category Liquid funds witnessed maximum inflows.

For all these snippets and much more please read through our Mutual Fund Flow April-2023 report.

Average AUM of Mutual Fund Industry decreased by 1.58% to ₹40 Lakh Crs in March due to large outflow in debt and hybrid funds.

Inflows in Equity oriented schemes increased to a 12-month high of Rs. 20.53k crs.

The net inflow in passive funds increased more than three times to Rs. 26.8k crs. from previous months Rs. 6.49k crs.

Among the debt funds, Liquid funds continued to witness highest outflows; whereas, investors’ focus shifted to higher duration funds after government introduced changes to mutual fund taxation in the Finance Bill.

The Average Quarterly AUM of the Mutual fund industry increased by 0.61% to Rs. 40.51 Lakh Crs.

For all these snippets and much more please read through our Mutual Fund Flow March-2023 report.

Equity mutual fund inflows hit a 12-month high in March. Equity mutual funds witnessed a total inflow of ₹20,534 crore in March as against an inflow of ₹15,685 crore in February.

Many equity mutual fund schemes preferred to do fresh investment in Canara Bank, Varun Beverages, HAL, Page Industries, HDFC AMC, Mahindra CIE Automotive, Infosys, NMDC, Adani Wilmar and Apollo Tyres.

Some equity schemes completely exited from Gland Pharma, Firstsource Solutions, Yes Bank, Bandhan Bank, GAIL India, Britannia Industries, Vedanta Ltd, National Aluminium Company and Bajaj Auto.

Textile, FMCG, Mining, Power, Oil & Gas and Capital Goods were preferred investment sectors of Equity MF Schemes.

Some MF schemes exited their investments from IT, Alcohol, Insurance, Logistics, Consumer Durables and Telecom sectors.

Small Cap Schemes got net inflows of ₹ 2,430 Cr while Mid Cap Schemes received inflows of ₹ 2,129 Cr. Kotak Emerging Equity Fund and Nippon Small Cap Fund received  high inflows compared to other schemes.

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

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

Equity mutual fund inflows hit nine month high in February. Equity mutual funds witnessed a total inflow of ₹15,685 crore in February as against an inflow of ₹12,546 crore in January.

Many equity mutual fund schemes preferred to do fresh investment in LTIMindtree Ltd, GAIL, Ultratech Cement, Syngene International, Coforge, L&T, Kotak Mahindra Bank, NTPC, Voltas, Alkem Laboratories and ITC.

Some equity schemes completely exited from Adani Ports, Bank of Baroda, Ambuja Cements, Canara Bank, ICICI Bank, SBI Life Insurance, ACC, IndusInd Bank, City Union Bank, HPCL, Cummins India and BEL.

IT, Construction Materials, Consumer Durables, Oil & Gas and Infrastructure were preferred investment sectors of Equity MF Schemes.

Some MF schemes exited their investments from Insurance, Logistics, Alcohol, Chemicals, Iron & Steel and Non-Ferrous Metals sectors.

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

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

Average AUM of Mutual Fund Industry marginally decreased by 0.28% to ₹40.06 Lakh Crs in February.

Equity oriented schemes witnessed a nine month high net inflow despite volatility in the stock market. However, SIP contribution fell from its all time high.

The net inflow in passive funds increased by 64% to ₹6.48k crs.

Among the debt funds, Liquid funds witnessed highest outflows; whereas, there appears to be slight increase in the fund flows to long term debt funds.

For all these snippets and much more please read through our Mutual Fund Flow February-2023 report.

Equity mutual fund inflows hit four month high in January on strong SIP flows. Inflows into  equity mutual  schemes increased by 72%  to ₹ 12,546 crore in January compared to ₹7,303 crore inflow in December.

Many equity mutual fund schemes preferred to do fresh investment in Tata Steel, SBI, Tata Motors, Bank of Baroda, TVS Motor, HPCL, Eicher Motors and Samvardhana Motherson International.

Some equity schemes completely exited from Max Financial Services, Gland Pharma, Ultratech Cement, Ambuja Cements, ITC, Maruti Suzuki, HCL Technologies, Cholamandalam Investment, Coal India and Adani Enterprises.

Iron & Steel, Telecom, Textile, Hospitality, Alcohol and IT were preferred investment sectors of Equity MF Schemes.

Some MF schemes exited their investments from Aviation, Logistics, Trading, Gas Transmission, Retailing and Media sectors.

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

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