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

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 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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Super 15: They fell less in selloff, gained more in rebound

THE ECONOMIC TIMES Fri, May 08, 2020 | 08:21 AM IST ET Investment Opportunities

Super 15: They fell less in selloff, gained more in rebound Many megacaps have rallied up to 50 per cent from their March lows. This smallcap is making a splash & Big Bull is buying it Mutual Funds hiked their holdings to 15 per cent from 13.56 per cent in this stock. FPIs dumped everything, but went gung-ho on two sectors Most analysts have advised investors to be careful in picking stocks from both sectors. Biggest FIIs bullish on banks and Indian consumers The fund had nearly Rs 70,000 crore exposure to Indian equities at the end of Jan-March quarter.

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Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) Axis Bluechip Fund Direct Plan-Growth 1.12 -16.16 -5.07 8.31 Axis Bluechip Fund-Growth 0.99 -16.66 -6.20 6.86 Canara Robeco Bluechip Equity Fund Direct-Growth 4.20 -13.92 -5.10 4.93 Canara Robeco Bluechip Equity Fund Regular-Growth 4.10 -14.46 -6.28 3.71 HDFC Index Sensex Fund-Growth 4.53 -22.86 -17.48 2.40 FeaturedAxis Long Term Equity Direct Plan-Growth ★★★★★ 3.25 -18.73 -7.93 4.79 Start SIP

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Rs 3.25L cr money manager swears by debt fund opportunity Debt Mutual Funds on an average have given an annualised return of 9.90 per cent in last 3 years. Growth or value? Bharat Shah tells you how & where to invest Shah said one can predict the rationality of value, but can't predict the irrationality of fear. Global exposure a must to create robust alpha: Shankar Sharma Sharma told investors to not limit themselves to equity alone while going into global investing. 7 stocks that can deliver in a rough environment In the current uncertain scenario, when many stocks are at multi-year lows and finding opportunities is challenging, identifying resilient stocks and riding them in a rough environment like this will be rewarding and exciting. ICICI Securities tries to spot such resilient companies based on their technical framework. Here are its top picks:

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Recovery to be slowest in realty, capital goods & infra: Prasad In last two months, we have upgraded as many as 38 stocks, says MD, Kotak Institutional Equities. Cannot say markets have bottomed out: Nilesh Shah Cheaper valuation probably pulled some people to buy in April, says MD of Kotak AMC.

Real Estate News

EY lists recommendations to revive real estate post Covid-19 EY said that developers will now have to aggressively invest in building seamless end-to-end digital journeys for customers, employees and channel partners.

Covid lockdown: The grim reality of NCR realty Migration of labour has further compounded problems for builders, who expect it will require 2-3 months to mobilise workforce once lockdown is lifted. Even half-complete projects would be difficult to finish by December this year.

Residential property prices down 2-9%: Magicbricks The survey indicated that both these markets are likely to be slightly less affected by the lockdown when compared with cities like Ahmedabad and Kolkata.

MahaRERA to hear only urgent cases during lockdown This will be done with all staff working digitally during this period. The working of MahaRERA from May 18, will be decided only after further review and subject to further directions from state and central government, the regulator said in a statement.

Prospective homebuyers prefer pvt builders, govt authorities "COVID-19 has changed buyer preferences with more people now preferring risk-free investments. 62 per cent prospective buyers prefer to buy a home from leading developers with least project execution risks even if the property is relatively higher priced," Anarock said in a report.

NFO - Non FMPs Fund Name Category Type Open Close Min Inv   More >>

Views and Recommendations

Buy Ultra-Tech Cement, target price Rs 4,725: ICICI Securities 08 May, 2020, 08:09 AM IST The brokerage believes UltraTech can sustain its FY20 Ebitda margin led by turnaround of Century Cement, various cost efficiencies, benign input costs and firm pricing. Buy Neutral on Persistent Systems, target price Rs 570: Macquarie 08 May, 2020, 07:59 AM IST Stability in growth of the top client is necessary to improve revenue growth and margins significantly from current levels, said Macquarie. Neutral Buy Rallis India, target price Rs 280: Investec 08 May, 2020, 07:51 AM IST With a narrowed focus on a specific sub-segment of exports and the global major's desire of de-risking from China, Rallis should be able to scale-up exports, said Investec. Buy Buy Adani Ports, target price Rs 386: CLSA 08 May, 2020, 07:43 AM IST The company hopes to hike tariffs by 2-3 per cent during FY21 and to add new efficiency-linked rail handling charges at the Mundra Port to improve realisations, said CLSA. Buy

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