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

THE ECONOMIC TIMES Fri, Jul 05, 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 1.05 13.72 11.66 16.59 Mirae Asset Large Cap Fund Direct- Growth -0.01 11.50 14.12 16.39 Reliance Large Cap Fund Direct-Growth -0.46 10.46 15.67 15.76 Sundaram Select Focus Fund Institutional-Growth 0.17 12.84 11.61 15.60 Mirae Asset Large Cap Fund Regular- Growth -0.10 10.89 12.96 15.42 FeaturedDSP Liquidity Direct-Growth ★★★★★ 0.56 3.59 7.53 7.17 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 Quantum India ESG Equity Fund Reg-G Equity: Thematic Open-ended 21 Jun 05 Jul 500.00 Quantum India ESG Equity Fund Direct-G Equity: Thematic Open-ended 21 Jun 05 Jul 500.00 Kotak Focused Equity Fund Direct-D Equity: Multi Cap Open-ended 25 Jun 09 Jul 5000.00 Kotak Focused Equity Fund Reg-D Equity: Multi Cap Open-ended 25 Jun 09 Jul 5000.00 Kotak Focused Equity Fund Direct-G Equity: Multi Cap Open-ended 25 Jun 09 Jul 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Taurus Starshare (Multi Cap) Reg-D Equity: Multi Cap Open-ended 05 Jul 2019 0.44 Taurus Starshare (Multi Cap) Direct-D Equity: Multi Cap Open-ended 05 Jul 2019 0.44 Reliance Annual Interval Series I Retail-D Debt: FMP Open-ended 09 Jul 2019 0.78 Reliance Annual Interval Series I Inst-D Debt: FMP Open-ended 09 Jul 2019 0.80 * 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 03-07-2019 1851.61 1524.93 326.68 6060.57 4316.47 1744.10 02-07-2019 1464.71 1281.33 183.38 8747.55 3545.32 5202.23 01-07-2019 1545.72 2275.91 -730.19 13076.53 9493.05 3583.48 28-06-2019 2531.90 2314.83 217.07 8442.41 9149.20 -706.79 27-06-2019 6052.35 6293.68 -241.33 13549.45 11939.31 1610.14 26-06-2019 2580.34 2052.67 527.67 6645.08 5421.88 1223.20 25-06-2019 2724.73 1778.69 946.04 7106.94 6013.71 1093.23 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 Quant Tax Plan-Growth 96.7412 2.45 8.58 - 2.48 Axis Long Term Equity Direct Plan-Growth 50.2580 1.81 17618.22 - 0.93 Axis Long Term Equity Fund-Growth 46.6876 1.79 17618.22 - 1.81 ICICI Prudential Regular Gold Savings Fund-Growth 11.5278 1.42 45.88 - - 0.41 Parag Parikh Long Term Equity Fund Regular-Growth 25.5405 1.23 1586.90 - 2.11 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 98.5267 2.48 8.58 - 1.88 Quant Tax Plan-Growth 96.7412 2.45 8.58 - 2.48 Axis Long Term Equity Direct Plan-Growth 50.2580 1.81 17618.22 - 0.93 Axis Long Term Equity Fund-Growth 46.6876 1.79 17618.22 - 1.81 UTI Long Term Advantage Fund - Series VI Direct - Growth 8.8483 1.70 369.10 - 2.45 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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