Mutual Fund Flows – October 2022

November 17, 2022

The data released by AMFI for October 2022 month shows that Mutual Fund industry‘s Avg. AUM decreased by 0.87% mainly driven by drop in equity mutual funds inflows.

Increase in Avg. AUM of Equity Open ended schemes slows down by 0.2% to Rs. 26.04 Lakh Crs from previous month’s Rs.25.97 Lakh Crs.

The Hybrid schemes witnessed a net outflow for the 5th consecutive month primarily from the Arbitrage fund category. Index Funds and ETFs which includes both passive equity and debt schemes continued their good run.

Average AUM of Debt Funds in October decreased by 2.99% to Rs. 12.92 Lakh Crs. Liquid funds saw the highest net inflows of ₹19K Crs., largely a reversal from the previous month’s outflow of Rs.59.97K crs.

The SIP contribution surged to record high ₹13,041 Crs in October.

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

Equity MFs Performance and Activities – September, 2022

October 15, 2022

Equity mutual funds received inflows of ₹ 14,100 crore in September as net inflows jumped 130 percent from the previous month.

Many Equity mutual fund schemes preferred to do fresh investment in Adani Enterprises, IndusInd Bank, Axis Bank, Tech Mahindra, LIC Housing Finance, BEL, Triveni Turbine, CG Power, GR Infraprojects and Harsha Engineers.

Some equity schemes completely exited from Tata Steel, Tata Motors, ACC, Mindtree, Voltas, Ambuja Cements, Vedanta and Bandhan Bank.

Banking, Finance, FMCG, Power, Trading and Gas Transmission were preferred investment sectors of Equity MF Schemes.

Some MF schemes exited their investments from Iron & Steel, Crude Oil, Insurance, Consumer Durable and Construction Materials sectors.

Small Cap Schemes and Mid Cap Schemes outperformed compared to benchmark indices for September month.

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 September month.

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

Mutual Fund Flows – September 2022

October 11, 2022

The data released by AMFI for September 2022 month shows that Mutual Fund industry‘s Avg. AUM increased by 0.87% to ₹39.87 Lakh Crs in September with net outflow of ₹41 K Crs, driven by selling in Debt schemes.

The Quarterly Average AUM for the quarter July-September 2022 of the Mutual fund industry also increased by 3.44% to ₹39.04  Lakh Crs compared to ₹37.74 Lakh Crs in the previous quarter of Apr-Jun 2022.

Equity oriented schemes witnessed inflow for the 19th consecutive month driven by Mid and Small Caps and Sectoral/Thematic Funds.

Average AUM of Debt Funds in September decreased by 0.59% to ₹13.32 Lakh Crs with the net outflow of ₹65K Crs. This is due to quarter-end withdrawals by institutional and corporate investors for advance tax payments. With expectation of rate hike and volatility, investors took comfort in Overnight Funds which continued to give 5%+ returns.

The SIP contribution grew to ₹12,976 Crs in September.

SBI Mutual Fund continued to enjoy the top slot for the 11th consecutive quarter in June. As per quarterly average AUM, Nippon gained by two spots to move at 4th place while Kotak Mahindra slipped to 6th place.

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

Equity MFs Performance and Activities – August, 2022

September 16, 2022

Equity mutual funds received inflows of ₹ 6,120 crore in August. This is the lowest inflow of equity funds in the last 10 months.

Many Equity mutual fund schemes preferred to do fresh investment in Sona BLW Precision Forgings (6.2% stake), AU Small Finance Bank(1.5% stake), Rolex Rings (6.6% stake), HDFC AMC, Kotak Mahindra Bank, Tata Power, Ambuja Cements(1.5% stake) and Zomato.

Some equity schemes completely exited from HCL Technologies, NMDC, HDFC Life, Piramal Enterprises, Voltas, UPL, Muthoot Finance, Bharti Airtel, TCS and GAIL.

Banking, Power, Media & Entertainment, Chemicals, Automobile and Retailing were preferred investment sectors of Equity MF Schemes.

Some MF schemes exited their investments from Telecom, Insurance, .Oil & Gas, Mining, Iron & Steel and Agri.

Most of Equity mutual fund schemes underperformed compared with benchmark indices.

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 August month.

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

Mutual Fund Flows – August 2022

September 16, 2022

The data released by AMFI for August 2022 month shows that Mutual Fund industry‘s Avg. AUM increased by 4.67% mainly driven by robust demand in the debt market.

Equity oriented schemes witnessed inflow for the 18th consecutive months.

The Hybrid schemes witnessed a net outflow of ₹6.6K Crs primarily from the Arbitrage fund category.

Average AUM of Debt Funds in August increased by 0.49% to ₹13.40 Lakh Crs and Liquid funds saw the highest net inflows of ₹50.09K Crs.

The SIP flows has increased to ₹12,693 Crs in August, compared to ₹12,139 in July.

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

Equity MFs Performance and Activities – July, 2022

August 19, 2022

Equity mutual funds received inflows of ₹ 8,898 crore in July. This is the 17th straight month of investments. Due to volatile market conditions, inflows dropped by 43% compared to June month.

Many Equity mutual fund schemes preferred to do fresh investment in Kotak Mahindra Bank, Britannia, UPL, PB Fintech, HDFC Life, Tata Motors, Gland Pharma, SBI Cards, HAL and Cummins.

Some equity schemes completely exited from HCL Technologies, Power Grid, Wipro, ONGC, BPCL, Tata Steel, Crompton Greaves, Bajaj Auto, Polycab India, Ambuja Cements and Bank of Baroda.

Capital Goods, Alcohol, FMCG, Chemicals, Infrastructure and Realty were preferred investment sectors of Equity MF Schemes.

Some MF schemes exited their investments from IT, Oil & Gas, Iron & Steel, Agri and Electricals sectors.

Most of Equity mutual fund schemes underperformed compared with benchmark indices due to sharp rally in the equity market.

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 July month.

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

Mutual Fund Flows – July 2022

August 9, 2022

The data released by AMFI for July 2022 month shows that Mutual Fund industry‘s Avg. AUM increased by 2.12% to ₹37.76 Lakh Crs in July with net inflow of ₹23,605 Crs. The increase in AUM was largely due to gains in Equity AUM.

Equity oriented schemes witnessed inflow for the 17th consecutive month. However, equity inflows fell by 43% sequentially due to volatile market conditions.

The Hybrid schemes witnessed a net outflow of ₹5.1K Crs primarily from the Arbitrage fund category.

Average AUM of Debt Funds in July decreased by 1.05% to ₹13.33 Lakh Crs with the net inflow of ₹4,930 Crs as compared to outflow of ₹92.24K Crs in the previous month.

Overnight funds saw the highest net inflows of ₹19,919 Crs. Ultra Short Duration funds and Money Market funds also received positive inflows. Investors preferred to be cautious due to upcoming central banks monetary policy meeting and uncertain interest rate scenarios.

The SIP contribution dipped marginally over the last month to ₹12,140 Crs in July.

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

Equity MFs Performance and Activities – June, 2022

July 17, 2022

Equity mutual funds received strong inflows of ₹ 15,498 crore in June, despite sharp fall in both Indian and overseas markets. This is the 16th straight month of investments despite selling pressure from FIIs.

Many Equity mutual fund schemes preferred to do fresh investment in Maruti Suzuki, M&M, Reliance, ICICI Lombard, Gland Pharma, United Breweries, Aether Industries(IPO), Eicher Motors and Apollo Hospitals.

Some equity schemes completely exited from Tata Steel, ONGC, HDFC Bank, HDFC, Axis Bank, Coal India, LIC, Coforge and Hindalco Industries.

Insurance, Capital Goods, Capital Goods, Alcohol and Aviation were preferred investment sectors for Equity schemes.

Some equity schemes exited their investments from Mining, Metals, Consumer Durables and Electricals sectors.

Small Cap Schemes performed better compared to their benchmark indices. Large Cap Schemes and Mid Cap Schemes performed in line with benchmark indices.

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 June month.

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

Mutual Fund Flows – June 2022

July 8, 2022

The data released by AMFI for June 2022 month shows that Mutual Fund industry‘s Avg. AUM decreased by 1.04% to ₹36.98Lakh Crs in June with net outflow of ₹69.85 K Crs. The fall in AUM was due to correction in equity markets and outflows in debt schemes.

The Quarterly Average AUM for the quarter April-June,22 of the Mutual fund industry also decreased by 1.65% to ₹37.45 Lakh Crs. compared to ₹38.37 Lakh Crs in the previous quarter of Jan-Mar,22.

Equity oriented schemes witnessed inflow for the 16th consecutive month. However, equity inflows fell by 16.36% sequentially as rising inflation, geopolitical turmoil, and sell-off by FPI hit investors’ sentiment.

The Hybrid schemes witnessed net outflow of ₹2.27K Crs primarily from the Arbitrage fund category.

Average AUM of Debt Funds in June decreased by 1.04% to ₹13.48 Lakh Crs with the outflow of ₹92.72K Crs as compared to outflow of ₹32.72K Crs in the previous month. This is due to a combination of quarter-end withdrawals by institutional and corporate investors for advance tax payments, and mark-to-market impact on debt schemes from rising interest rates.

The SIP contribution dipped marginally over the last month to ₹12,276 Crs in June.

SBI Mutual Fund continued to enjoy the top slot for the 10th consecutive quarter in June.

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

Equity MFs Performance and Activities – May, 2022

June 16, 2022

Equity mutual funds received inflows of ₹ 18,529 crore in May, compared to April’s ₹15,890 crore. This is the 15th  straight month of investments despite selling pressure from FIIs.

Many Equity mutual fund schemes invested in the IPO stocks, include Life Insurance Corporation(LIC), Delhivery (6.28% stake), Paradeep Phosphates( 17.19% stake) and Prudent Advisory (10% stake).

Many Equity mutual fund schemes preferred to do fresh investment in TCS, Reliance, Tech Mahindra, Maruti, HDFC AMC, Hindalco, TVS Motor, M&M  and Divi’s Lab.

Equity mutual fund schemes preferred to do fresh investment in Diamond & Jewellery, Gases & Fuels, Plastic Products, Textile and Trading 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.