mutual fund flows

Inflows into the equity mutual fund schemes surged to a five-month high of ₹20,245 Cr in August as substantial increase compared to ₹7,626 Cr in July.

Small Cap Fund, Midcap Cap Fund and Sectoral/Thematic Funds categories are preferred investment products in 2023 so far.

Small Cap Fund category is favourite category for equity investment. This category received net inflows of ₹26,305 Cr since January, 2023.

Large Cap Fund, Focused Fund and Flexicap Fund Categories witnessed net outflows for this year till now.

More than 200 small cap stocks were bought as fresh investment by equity mutual fund schemes in August.

Many equity mutual fund schemes preferred to do fresh investment in Coforge, Zomato, SJS Enterprises, Suzlon, Concord Biotech, Rishabh Instruments, REC, Interglobe Aviation, SBFC Finance, Union Bank of India, Inox Winds, Mphasis, Tech Mahindra and BSE.

Some equity schemes completely exited from Zee Entertainment, Jio Financial Services, Axis Bank, SBI, HPCL, Ashok Leyland, Crompton Greaves, Eicher Motors and Kotak Mahindra Bank.

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

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

The average AUM has seen an uptick of 1.43%, settling at ₹46.94 Lakh Crs. This growth has been largely driven by significant inflows into equity mutual funds.

Equity schemes have witnessed a substantial rise with inflows increasing by 165%.

Hybrid category reported a net inflow of ₹17.08k Crs. Notably, Arbitrage funds stood out with an impressive ₹9.48k Crs.

Passive funds experienced a remarkable inflow of ₹4.54k Crs, a significant leap from ₹860 Crs the previous month.

The Debt category showed a net outflow of ₹25.87K Crs, predominantly due to liquid funds.

Lastly, SIP inflows have reached a record high, touching ₹15,814 Crs.

For a comprehensive understanding and more insights, please go through our detailed Mutual Fund Flow report.

Inflows into the equity mutual fund schemes declined in July. Equity mutual fund schemes received ₹7,626 Cr in July, compared to an inflow of ₹ 8,638 Cr in June.

Small Cap Fund, Midcap Cap Fund and Sectoral/Thematic Funds categories are preferred investment products in 2023 so far.

Small Cap Fund category is the favourite among equity schemes for investment. This category received net inflows of ₹ 22,040 Cr since January, 2023.

Large Cap Fund, Focused Fund and Flexicap Fund Categories witnessed net outflows in this year till now.

More than 400 small cap stocks were bought as fresh investment by equity mutual fund schemes in the month of July.

Many equity mutual fund schemes preferred to do fresh investment in The Federal Bank, Netweb Technologies India, HDFC Life, Mphasis, JSW Steel, Alkem Laboratories and REC.

Some equity schemes completely exited from Eicher Motors, Bata India, Can Fin Homes, Sun TV Network, Hindalco Industries and Navin Fluorine International.

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

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

The Mutual Fund industry‘s Avg. AUM increased by 3.26% to ₹46.28 Lakh Crs in July.

Avg. AUM of equity oriented schemes increased by 4.8% compared to the previous month despite a 12% fall in inflows.

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

Debt category witnessed a net inflow of ₹61.44K Crs. compared to outflow of ₹14.14K Crs in the previous month.

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

Inflows into Indian equity mutual funds rose to ₹8,638 crore in June,  higher than May’s ₹3,240 crore.

Many equity mutual fund schemes preferred to do fresh investment in Shriram Finance, Timken India, TD Power Systems, HDFC AMC, Sansera Engineering, Ideaforge Technology, Coal India, REC, PFC, Bajaj Auto, M&M Financial Services, Torrent Pharma and Kotak Mahindra Bank.

Some equity schemes completely exited from Eicher Motors, Gujarat Gas, IEX, Hindustan Aeronautics, Power Grid, HDFC Life, UPL , Adani Ports, L&T and SBI.

Small Cap Schemes got highest inflows of ₹5,472 Cr, out of which Nippon Small Cap Fund received inflows more than ₹1,200 Cr. HDFC Small Cap Fund, Quant Small Cap Fund and Tata Small Cap Fund received good amount of inflows.

Due to redemption pressure in Axis Bluechip Fund, Mirae Asset Large Cap Fund and Aditya Birla SL Frontline Equity Fund, large cap mutual fund schemes witnessed outflows of ₹2,050 Cr.

Electricals, Insurance, Mining, IT, Textile and Aviation were preferred investment sectors of Equity MF Schemes.

Some MF schemes exited their investments from Power, Telecom, Chemicals, Gas Transmission, Iron & Steel and Logistics 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 June month.

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

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.