Mutual funds witness 60% fall in net inflows in 2018-19: Economic Survey

THE ECONOMIC TIMES Fri, Jul 12, 2019 | 08:11 AM IST Mutual Funds Newsletter

Mutual funds witness 60% fall in net inflows in 2018-19: Economic Survey During 2018-19, there was a net inflow of Rs 1,09,701 crore in the mutual fund industry. Debt mutual fund investors rejoice; Economic Survey points to more rate cuts The Economic Survey pointed out that the repo rate has increased by 50 bps and decreased by 75 bps in 2018-2019. NBFCs faced severe liquidity crunch after mutual funds stopped refinancing loans: Economic Survey The survey points out that NBFCs depend largely on public funds which account for 70 per cent of total liabilities of the sector. All you need to know about gold mutual funds The yellow metal, once a favourite hedging tool in every portfolio, went out of fashion after it started offering lower single-digit returns in the last few years. Many investment advisors stopped adding gold to the portfolios of their clients for stability. 40% equity mutual funds underperform their benchmarks in 5-year horizon Most mutual fund participants believe that active fund management can create extra returns for investors in the country. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) Axis Bluechip Fund Direct Plan-Growth -2.29 10.05 6.13 15.06 Mirae Asset Large Cap Fund Direct- Growth -2.42 7.52 9.36 14.94 Reliance Large Cap Fund Direct-Growth -2.05 5.62 10.70 14.53 Sundaram Select Focus Fund Institutional-Growth -1.89 7.90 7.11 14.26 Mirae Asset Large Cap Fund Regular- Growth -2.50 6.94 8.24 13.98 FeaturedDSP Bond Direct-Growth ★★★★★ 1.67 0.58 2.29 5.99 Start SIP Top 30 mutual fund distributors manage 25% of industry AUM Amfi has released data of 1,037 ARN holders instead of 1,017 distributors last year. Infrastructure funds are suitable as an asset allocation tool, says Bharath Subramanian, Sundaram Mutual Fund Infrastructure development has been a top priority for the Narendra Modi government which is ready to present its first budget of its second term on Friday.

TERM OF THE WEEK Consumer Price Index A comprehensive measure used for estimation of price changes in a basket of goods and serv... read more

New Fund Offers Fund Name Category Type Open Close Min Inv Mahindra Hybrid Equity Nivesh Yojana Direct-G Hybrid: Aggressive Hybrid Open-ended 28 Jun 12 Jul 1000.00 Mahindra Hybrid Equity Nivesh Yojana Reg-D Hybrid: Aggressive Hybrid Open-ended 28 Jun 12 Jul 1000.00 Mahindra Hybrid Equity Nivesh Yojana Reg-G Hybrid: Aggressive Hybrid Open-ended 28 Jun 12 Jul 1000.00 Mahindra Hybrid Equity Nivesh Yojana Direct-D Hybrid: Aggressive Hybrid Open-ended 28 Jun 12 Jul 1000.00 Baroda Equity Savings Fund Direct-G Hybrid: Equity Savings Open-ended 04 Jul 16 Jul 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Kotak Equity Savings Reg-DM Hybrid: Equity Savings Open-ended 12 Jul 2019 0.04 Kotak Equity Savings Direct-DM Hybrid: Equity Savings Open-ended 12 Jul 2019 0.05 Reliance Large Cap-D Equity: Large Cap Open-ended 15 Jul 2019 0.10 UTI M Interval Fund Sr 1 Ret-D Debt: FMP Open-ended 15 Jul 2019 - UTI Q Interval Fund Sr IV Reg-D Debt: FMP Open-ended 15 Jul 2019 - * 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 10-07-2019 2334.85 1989.12 345.73 4793.28 3104.55 1688.73 09-07-2019 2864.66 2778.96 85.70 8422.14 4583.77 3838.37 08-07-2019 2489.73 2730.69 -240.96 10359.54 5928.97 4430.57 05-07-2019 2886.45 2816.05 70.40 8030.31 5843.85 2186.46 04-07-2019 2117.75 1927.09 190.66 14359.22 7074.67 7284.55 03-07-2019 1851.71 1524.98 326.73 8181.09 6203.03 1978.06 02-07-2019 1464.71 1281.33 183.38 8747.55 3545.32 5202.23 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 Gold Fund Direct-Growth 14.7514 2.42 134.89 - - 0.56 Edelweiss Government Securities Fund Direct-Growth 17.1132 1.95 83.05 - - 0.86 ICICI Prudential Regular Gold Savings Fund-Growth 11.7232 1.70 49.27 - - 0.41 Reliance Gilt Securities Fund Direct-Growth 28.5415 1.58 980.12 - - 0.69 Reliance Gilt Securities Fund Institutional-Growth 26.9611 1.56 980.12 - - 1.59 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 SBI Long Term Advantage Fund Series II Direct Growth 14.3755 -1.55 28.90 - 1.76 SBI Long Term Advantage Fund Series II Regular Growth 14.1224 -1.56 28.90 - 2.89 SBI Long Term Advantage Fund Series I Direct Growth 13.8477 -1.59 34.51 - 1.76 SBI Long Term Advantage Fund Series I Regular Growth 13.6015 -1.60 34.51 - 2.89 SBI Long Term Advantage Fund Series III Direct Growth 14.2939 -1.68 56.19 - 1.76 Click here to view all TMF ( All Ratings) >>

QUICK LINKS - MUTUAL FUND STATS 3 Best Funds- Category Wise Top Tax Saving Schemes Schemes with Lowest Expense Ratio Top Performing Schemes Latest Dividends Schemes with Highest Risk Adjusted Returns Top Star Rated Schemes AUM Monitor Category Performance Exchange traded funds

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Crash course: 5 lessons from the rout that hit 85% of stocks

THE ECONOMIC TIMES Thu, Jul 11, 2019 | 09:35 PM IST ET Investment Opportunities

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Crash course: 5 lessons from the rout that hit 85% of stocks The stock market is always about ups and downs, but never devoid of opportunities. 80% PMSes stumbled in June; midcap, smallcap schemes all bled HNIs investing in multicap schemes also met with dismal results. What slowdown? A few of India's banks are gung-ho about growth The fiscal deficit was 55.3 per cent of the Budget estimate for 2018-19. Banks to emerge chart toppers in Q1 results; Axis may outshine BOBCAPS expects its banking universe to post 15% YoY growth in operating profit.

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Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) Axis Bluechip Fund Direct Plan-Growth -2.45 9.11 5.83 15.40 Mirae Asset Large Cap Fund Direct- Growth -2.79 6.34 8.10 15.21 Reliance Large Cap Fund Direct-Growth -2.54 4.34 9.22 14.67 Sundaram Select Focus Fund Institutional-Growth -2.05 7.45 6.67 14.62 Mirae Asset Large Cap Fund Regular- Growth -2.87 5.76 6.99 14.25 FeaturedDSP 10Y G-Sec Fund Direct-Growth ★★★★★ 4.11 8.95 16.07 8.70 Start SIP

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Budget treated equity investing in line with cigarette or alcohol use It seems the government looks at stock investing as rich people's business. Yes Bank ready for takeoff? Some say pain will last one more quarter The stock was under intense selling pressure for over the last months. Crude oil prices likely to fall towards $55 on muted demand outlook Rising concerns about the pace of global economic growth is pressuring WTI crude. This market will not revive in the short-term, says Samir Arora I do not think this will revive the market in the short term, says Helios Capital founder.

Advertorial The enablers: These changemakers are helping millions, breaking barriers Across India, with their set of unique product offerings, many new age, tech-led players such as Payworld, ShopX and Shiprocket are playing an enabling role for MSMEs. Advertorial Debunking 7 myths about working moms

Paathshala: MF that offers equity, arbitrage and debt Many financial planners recommend equity savings funds, to first time investors who want low volatility and equity taxation for their mutual fund Sector watch: Who gains, who loses? Nifty surpassed the 12,000 mark to hit a record high in June 2019. However, the euphoria was shortlived, and the index consolidated in the 11,500-12,000 range thereafter. As the market struggles to recover from Budget blues, here's an overview from Motilal Oswal explaining sectoral valuations

NFO (FMPs) Fund Name Category Type Open Close Min Inv   Indiabulls FMP Series VI - (Plan 2) - 1135 Days Reg-G Debt: FMP Closed-end 28 Jun 2019 12 Jul 2019 5,000 Indiabulls FMP Series VI - (Plan 2) - 1135 Days Direct-G Debt: FMP Closed-end 28 Jun 2019 12 Jul 2019 5,000 SBI FMP (FMP) - Series 12 (1179 Days) Direct-G Debt: FMP Closed-end 09 Jul 2019 15 Jul 2019 5,000 SBI FMP (FMP) - Series 12 (1179 Days) Direct-D Debt: FMP Closed-end 09 Jul 2019 15 Jul 2019 5,000 SBI FMP (FMP) - Series 12 (1179 Days) Reg-D Debt: FMP Closed-end 09 Jul 2019 15 Jul 2019 5,000 More >>

Real Estate News

Builders to face separate trials on victims' complaints: HC In such cases, many people are left in the lurch if the sole complainant withdraws the case or reaches a settlement with the builder/accused.

Connaught Place 9th most expensive office location in the world: CBRE CP, located in the heart of the national capital, was at the ninth position even last year.

Law amended to help homebuyers, SC told Real estate companies have challenged the validity of Section 5(8)(f) of the IBC, 2016 which ensures inclusion of homebuyers as financial creditors.

Jaypee homebuyers matter: SC asks Centre to come out with uniform proposal The apex court, which was hearing a homebuyers matter related to Jaypee Infratech Ltd, said the issue concerns lakhs of flat buyers and the Centre should give a proposal to resolve it.

Housing sales up in the first half of 2019 in 8 cities: Knight Frank report In its report, 'India Real Estate', UK-based property consultant Knight Frank studies 8 major cities and reveals the highest housing sales in NCR, lowest in Kolkata, West Bengal.

NFO - Non FMPs Fund Name Category Type Open Close Min Inv   Mahindra Hybrid Equity Nivesh Yojana Direct-G Hybrid: Aggressive Hybrid Open-ended 28 Jun 2019 12 Jul 2019 1,000 Mahindra Hybrid Equity Nivesh Yojana Reg-D Hybrid: Aggressive Hybrid Open-ended 28 Jun 2019 12 Jul 2019 1,000 Mahindra Hybrid Equity Nivesh Yojana Reg-G Hybrid: Aggressive Hybrid Open-ended 28 Jun 2019 12 Jul 2019 1,000 Mahindra Hybrid Equity Nivesh Yojana Direct-D Hybrid: Aggressive Hybrid Open-ended 28 Jun 2019 12 Jul 2019 1,000 Baroda Equity Savings Fund Direct-G Hybrid: Equity Savings Open-ended 04 Jul 2019 16 Jul 2019 5,000 More >>

Views and Recommendations

Buy Havells India, target Rs 840: Edelweiss Securities 11 July, 2019, 03:06 PM IST Havells India is a largecap company, operating in electric equipment sector. Buy Buy NTPC, target Rs 157: Emkay Global Financial Services 11 July, 2019, 02:27 PM IST Key risks remain any delay in capacity additions and subdued coal supply. Buy Hold TCS, target Rs 2,080: ICICI Direct 11 July, 2019, 12:29 PM IST ​TCS reported a weaker-than-expected performance this quarter in terms of revenue growth. Hold Buy Au Small Finance Bank, target Rs 750: Motilal Oswal Securities 11 July, 2019, 10:44 AM IST "We maintain buy with a target price of Rs 750 (4.7 times FY21E BV)," said the brokerage. Buy

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