Knowledge Base

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 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.

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 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.

The data released by AMFI for May 2022 month shows that Mutual Fund industry‘s Avg. AUM decreased by 3.91% to ₹37.37 Lakh Crs in May with net outflow of ₹7.5 K Crs. The fall in AUM was due to correction in equity markets and outflows in debt schemes.

Domestic markets witnessed intense volatility due to fear of rate hike by central banks and geopolitical tension.

The Avg. AUM of Equity Oriented Schemes reduced by 6% to ₹13.02  Lakh Crs with the net inflow of ₹18.52K Crs. The Equity mutual funds saw 15th consecutive inflow for the month.

Average AUM of Debt Funds in April decreased by 2.10% to ₹13.62 Lakh Crs with the outflow of ₹32.72K Crs against inflow of ₹54.75K Crs in the previous month.

With expectation of rise in interest rates, only Overnight funds and Liquid funds witnessed inflows as other debt funds faced heavy redemptions.

The SIP contribution jumped to ₹12,286 Crs in May  from ₹11,863 Crs in April.

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

Equity mutual funds received inflows of ₹ 15,890 crore in April, compared to March’s ₹28,463 crore. This is the 14th  straight month of investments despite selling pressure from FIIs.

Many Equity mutual fund schemes preferred to do fresh investment in HDFC Bank, HDFC, Reliance, SBI Cards, Bandhan Bank, ZEE Entertainment, TVS Motor, Gland Pharma and Endurance Technologies.

Mutual fund schemes trimmed the exposure in ITC, TCS, HUL, NTPC, Tata Steel and Kotak Mahindra Bank.

Many Equity mutual fund schemes completely exited from their investments in Tech Mahindra, Maruti, L&T, Jubilant Foodworks, TCS, Indraprastha Gas and Manappuram 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 AMCs during April month.

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

The data released by AMFI for April 2022 month shows that Mutual Fund industry‘s Avg. AUM increased by 3.15% to its all-time-high of INR 38.88 Lakh Crs in April 2022 with net inflow of INR 72.84K Crs.

All categories of Equity Open ended schemes witnessed positive flows.

The Equity mutual funds saw 14th consecutive inflow for the month, the inflow for the month was INR 15.89K Crs.

The volatility in the market and fear around macros both globally and locally; and consistent FII outflows; provided investors a good entry point into the equities.

The Debt mutual funds’ Average AUM in April increased by 0.95% with the inflow of INR 54.76K Crs; the inflow was led mainly by Liquid funds as the corporates brought their money back to the market in April (first month of the financial year) which was typically redeemed in the previous month March.

The SIP contribution dropped from its highest to INR 11.86K Crs.

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

Equity mutual funds received highest ever inflows of ₹ 28,463 crore in March. This is the 13th straight month of investments despite selling pressure from FIIs.

Many Equity mutual fund schemes preferred to invest in Kotak Mahindra Bank, Maruti Suzuki, HDFC Bank, ICICI Bank, HDFC, ONGC, L&T, HUL and UltraTech Cement. Mutual fund schemes trimmed the exposure in ITC, Hindalco, Bharti Airtel and Sun Pharmaceuticals.

Paytm, Nykaa, Star Health Insurance and Intellect Design were new entrants for several equity schemes in their portfolio.

Equity mutual fund schemes preferred to invest in Hospitality, Agriculture, Media & Entertainment and Ratings 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 March month.

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

The data released by AMFI shows that Mutual Fund industry‘s Avg. AUM decreased by 2.23% to INR 37.70 Lakh Crs in March 2022 with net outflow of INR 69.88K Crs, due to outflows in debt funds.

The Equity mutual funds saw 13th consecutive inflow for the month, the inflow in the month of March is INR 28.4K Crs. ; these were largely driven by NFOs and SIP flows.

Despite geopolitical uncertainty, spike in oil prices and consistent FPI outflows; investors kept their faith in Indian equities. Each of the specific categories of equity funds saw positive flows in the month of Mar-22 as investors looked to hunt for value amidst the fall.

Arbitrage funds was the only category amongst Hybrid schemes which witnessed outflow of INR 6.8K Crs due to expected increase in volatility in stock market.

The Debt mutual funds’ Average AUM in March decreased by 5.54% with the outflow of INR 1.14 Lakh Crs across all categories; this was driven by corporates withdrawing money for advance tax payments at the close of the financial year. Also, the likelihood of a further rise in bond yields led to outflows from some debt fund categories that invest in longer-term papers.

The SIP contribution rose to the highest ever INR12,328 Crs., up almost 8% from the previous month.

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

The average assets under management (AAUM) for the domestic mutual fund (MF) industry grew 19.5% from ₹32.1 Lakh Crs. in March 2021 quarter to ₹38.4 Lakh Crs. during the March 2022 quarter.

SBI AMC continues to enjoy the top slot for the 9th consecutive quarter with AAUM of ₹6.47 Lakh Crs. Meanwhile the top 10 AMCs continued to be the same for the 3rd consecutive quarter.

Notable mentions for NJ and Quant AMCs, showed the maximum increase AAUM (QoQ) on smaller bases. The AAUM of Quant mutual fund increased immensely on higher percentage as compared to last year quarter AAUM.

HDFC and IDFC mutual funds had maximum negative flows for the quarter. IDFC mutual fund’s AAUM dropped maximum from ₹1.25 Lakh Crs in March 2021 quarter to ₹1.21 Lakh Crs in March 2022 quarter.

Baroda & BNP Paribas Mutual Fund got merged, with the merged entity occupying the 21st slot, moving ahead of LIC & PGIM Mutual Funds. Samco Mutual Fund is the latest entrant in the AMC business, garnering assets worth ₹366.63 cr.

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