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Thursday, May 7, 2020

Inflows into equity mutual funds plunges 27% to Rs 81,600 crore in FY20

THE ECONOMIC TIMES
Fri, May 08, 2020 | 08:14 AM IST

Mutual Funds Newsletter

Inflows into equity mutual funds plunges 27% to Rs 81,600 crore in FY20

According to the data, net inflows into equity funds, which also include equity-linked saving schemes (ELSS), were Rs 81,600 crore in the last fiscal as against Rs 1,11,858 crore in 2018-19.

Knocked down by lockdown? Here is how you can sail through

Events such as losses, layoffs, unpaid leaves and salary cuts also affect us mentally, particularly in case of business shutdown. Layoffs or unpaid leaves for a long time can leave us extremely demotivated. This is where our self-belief matters the most; our belief in our self, our attitude and our capabilities.

Lockdown forcing you to stop SIP in mutual funds? Try the pause option first

Most fund houses offer the pause facility – the option allows investors to pause their SIPs for one to three months and restart their SIPs after that. However, different fund houses have different eligibility criteria for pausing SIPs.

Mutual fund NFOs hit by COVID19 pandemic; new launches postponed

The Coronavirus pandemic has hit the number of NFO requests from fund houses since January this year. There were 11 NFO filings in January, which fell to 6 in the March and to 2 in May.

In times of stress, debt funds are your friend indeed!

Investors and advisors alike have been very unkind to this Thirteen Lakh Crore category of Mutual Funds, because of one of its sub categories: Credit Risk Funds, managed by Franklin Templeton Mutual Fund.

Top Mutual Funds
SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%)
Axis Bluechip Fund Direct Plan-Growth
★★★★★
8.31 -5.07 -16.16 1.12
Invest Now
Axis Bluechip Fund-Growth
★★★★★
6.86 -6.20 -16.66 0.99
Invest Now
Canara Robeco Bluechip Equity Fund Direct-Growth
★★★★★
4.93 -5.10 -13.92 4.20
Invest Now
Canara Robeco Bluechip Equity Fund Regular-Growth
★★★★★
3.71 -6.28 -14.46 4.10
Invest Now
HDFC Index Sensex Fund-Growth
★★★★★
2.40 -17.48 -22.86 4.53
Invest Now
FeaturedICICI Prudential Large & Mid Cap Fund Direct Plan-Growth
★★★★★
-4.35 -21.07 -23.70 5.87
Invest Now
Disappointed with your 'balanced' mutual funds? Check these funds

But with `balanced' funds in India investing a minimum of 65% in equity, these funds have always had significant equity exposure.

All you wanted to ask about your debt mutual funds after Franklin Templeton fiasco

Templeton has wound up $4.1 billion of debt funds after a liquidity crisis.

TERM OF THE WEEK
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
ICICI Pru Multi Asset-D Hybrid: Multi Asset Allocation Open-ended 08 May 2020 0.14
Nippon India Q Interval Series II Retail-D Debt: FMP Open-ended 08 May 2020 0.24
Nippon India Q Interval Series II Direct-D Debt: FMP Open-ended 08 May 2020 0.23
BNP Paribas Arbitrage Fund Reg-Adhoc D Hybrid: Arbitrage Open-ended 08 May 2020 0.05
BNP Paribas Arbitrage Fund Direct-Adhoc D Hybrid: Arbitrage Open-ended 08 May 2020 0.05
* Funds with daily dividend distribution frequency options are excluded More >>
Weekly Mutual Funds Activity
Date Equity ( Cr.) Debt ( Cr.)
Gross Purchase Gross Sale Net Pur./Sale Gross Purchase Gross Sale Net Pur./Sale
05-05-2020 2028.06 3327.69 -1299.63 7452.09 8677.16 -1225.07
04-05-2020 2788.53 4086.68 -1298.15 7384.01 10649.84 -3265.83
30-04-2020 5123.81 6142.28 -1018.47 5024.29 13352.34 -8328.05
29-04-2020 3210.47 3754.14 -543.67 7476.13 8770.34 -1294.21
28-04-2020 3372.36 4178.33 -805.97 6183.05 12484.74 -6301.69
27-04-2020 3180.94 2722.99 457.95 6566.71 10936.75 -4370.04
24-04-2020 2837.75 3889.97 -1052.22 5943.08 10430.82 -4487.74
Click here to view all WMF >>
Top Mutual Funds of the week (5-Star Rating)
Scheme Name Nav Returns Ratings AUM(Cr.) Style Box Expense Ratio
Equility Debt
Kotak Dynamic Bond Fund Direct-Growth 28.4169 1.38 1129.93 - - 0.43
Kotak Dynamic Bond Fund Regular-Growth 27.1634 1.37 1129.93 - - 1.08
DSP Government Securities Direct Plan-Growth 72.8987 1.34 580.67 - - 0.55
SBI Dynamic Bond Direct Plan-Growth 28.0342 1.33 1283.99 - - 1.03
SBI Dynamic Bond Fund-Growth 26.6784 1.32 1283.99 - - 1.65
Click here to view all TMFW (5 Star) >>
Top Mutual Funds (All Ratings)
Scheme Name Nav Returns Ratings AUM(Cr.) Style Box Expense Ratio
Equility Debt
Quant Tax Plan Direct-Growth 82.6188 -0.48 9.55 - 0.57
Quant Tax Plan-Growth 79.9414 -0.52 9.55 - 2.48
UTI Long Term Advantage Fund - Series VI Direct - Growth 6.8883 -2.30 336.78 - 1.25
UTI Long Term Advantage Fund - Series VI Regular - Growth 6.6632 -2.31 336.78 - 1.25
UTI Long Term Advantage Fund - Series VII Direct - Growth 7.2206 -2.38 222.77 - 1.25
Click here to view all TMF ( All Ratings) >>

QUICK LINKS - MUTUAL FUND STATS

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