Knowledge Base

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.

Mutual Fund Industry Average AUM rose to ₹40.08 Lakh Crs in January, marginally higher than the previous month.

Avg. AUM of  Equity oriented schemes decreased by 1.5% despite a 70% rise in net inflows compared to December month.

With spreads improving, Arbitrage funds saw inflows of ₹2.05k Crs, as investors preferred them over liquid funds for better tax efficiency.

Average AUM of Debt Funds increased by 2.06% to ₹13.24 Lakh Crs with a fall in net outflows at ₹10.32k Crs.

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

AUM of Mutual Fund Industry as on December 31, 2022 stood at ₹ 39.88 lakh crore. Inflows into  equity mutual  schemes more than tripled to ₹ 7,303 crore during December as against ₹ 2,258 crore in November.

Many equity mutual fund schemes preferred to do fresh investment in IPO stocks, include KFin Technologies(7.58% Stake) and Elin Electronics. Other preferred stocks for fresh investment are Jindal Steel and Power, Eicher Motors, LIC, Axis Bank, GAIL, The Federal Bank, Canara Bank, Tata Motors and TVS Motors.

Some equity schemes completely exited from Dr. Reddy’s Laboratories, Bank of Baroda, Tata Power, Amara Raja Batteries, The Ramco Cements, Info Edge, Laurus Labs, SRF and Tata Chemicals.

Bank, Iron & Steel, Insurance, Crude Oil, IT and Telecom were preferred investment sectors of Equity MF Schemes.

Some MF schemes exited their investments from Textile, Consumer Durables, Agri, Construction Materials, Trading and Diversified 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 December month.

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

Mutual Fund Industry Average AUM increased by 0.66% to Rs.40.76 Lakh Crs in December.

Equity oriented schemes witnessed a three times rise in inflow compared to previous month; maximum inflows was seen in Small Cap funds followed by Mid Cap funds.

After 6 consecutive outflows, Hybrid schemes witnessed a net inflow of Rs.2.26K crs.

Average AUM of Debt funds decreased by 0.30% to Rs.12.97 Lakh Crs with net outflows of Rs.21.95k Crs where maximum outflow was seen in Liquid funds.

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