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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