Equity AUM witnesses quickest INR1t jump - Motilal Oswal

Equity AUM witnesses quickest INR1t jump

*  Domestic MFs maintained their positive momentum in October, with equity AUM touching a new high of INR7.1t (+7.4% MoM) in the month – also marking the quickest INR1t jump.

* The increase in equity AUM was led by a rise in market indices (Nifty up 5.6% MoM). While gross inflows declined 13

16/11/2017 1:08:44 PM | Posted in Mutual Fund Analysis read full news
Tips for Choosing right Mutual Fund Scheme to Invest
Tips for Choosing right Mutual Fund Scheme to Invest

It is said that money is not everything but, mere philosophical anecdotes cannot sustain your life and goals. Financial planning and sound investment decisions can be beneficial in appreciating the value of your money. Mutual funds are one of the feasible investment schemes that suit each and ev

8/11/2017 6:03:32 PM | Posted in Mutual Fund Analysis read full news
Investment and Finance Tips for Single Mothers

Single mothers have to face multiple challenges, both on the financial and social front. Whether it’s a divorce or untimely death of a spouse; it becomes difficult to manage different situations. You have to be brave, wise, and strong enough to secure your life against all odds. 

On the financial front, you should be aware of various aspects that need immediate attention. Y

8/11/2017 5:44:24 PM | Posted in Mutual Fund Analysis read full news
Difference between ELSS Tax Saver Mutual Fund and ULIPS

Wealth generation and tax savings is the ultimate aim for everyone, including working professionals and business persons. Equity-Linked Saving Scheme (ELSS) and Unit-Linked Insurance Plan (ULIP) are tools that are ideal for wealth creation and reducing the tax burden.

Which investment is favorable ELSS or ULIP? Here, we have listed some of the major differences between ELSS and ULIP.<

8/11/2017 5:41:27 PM | Posted in Mutual Fund Analysis read full news
One year of being `Trump`ed and De`Modi`tized

One year of being 'Trump'ed and De'Modi'tized 

November 8th, 2016 was a momentous day which many globally as well as in India will never forget.  

Donald Trump won a landmark election on November 8th, 2016 and went on to become the 45th President of the United States of America.  NarendraModi made a landmark decision effective November 8th

ICICI Pru Life turns to IT, pharma after risky telecom bet payoff

MUMBAI - Fund managers at India's largest private sector life insurer, ICICI Prudential Life Insurance, are turning their attention to the technology and pharmaceutical sectors following bumper payoffs from a contrarian bet on the country's telecommunications sector.

ICICI Pru Life's  Chief Investment Officer, Manish Kumar, said he kept buying telecom

Demonetization & Mutual Funds - Morningstar

Mitron! The one word that set the tone for a sweeping change in the Indian economy! As the nation was winding up just ‘another’ day, the Prime Minister’s speech and its ramifications caught everyone by surprise. We will not delve into discussing the pro and cons of this move; rather look at how the move impacted the Mutual Funds industry.

The Mutual Funds industry ha

7/11/2017 3:54:39 PM | Posted in Mutual Fund Analysis read full news
10 year Benchmark 6.79% GOI 2027 likely to move in the range of 6.75 to 6.82% levels - GEPL

Government Security Market: Update

The market entered into the weaker section after the Government announced mega recapitalization plan of 2.11 trillion for the PSU Banks. Bond buyers believe that the sheer size of the government's proposed sale of debt paper may kill the market’s appetite. With a likely breach in the fiscal deficit, and no r

1/11/2017 12:47:32 PM | Posted in Mutual Fund Analysis read full news
AUM rises for the 16th consecutive quarter - Motilal Oswal

* Domestic MFs maintained their positive momentum in September – industry average AUM increased for the 16th consecutive quarter in 3QCY17 (+7.3% QoQ) to touch a new high of INR21t. On a YoY basis, average AUM increased 29.9% (INR4.8t) in September 2017, primarily on account of inflows in growth (equity), income and liquid funds, backed by increased participation of domestic investors in

21/10/2017 12:15:10 PM | Posted in Special Event Reports read full news
Tips for Choosing right Mutual Fund Scheme to Invest

Tips for Choosing right Mutual Fund Scheme to Invest

It is said that money is not everything but, mere philosophical anecdotes cannot sustain your life and goals. Financial planning and sound investment decisions can be beneficial in appreciating the value of your money. Mutual funds are one of the feasible investment schemes that suit each and everyone, irrespective

14/10/2017 5:08:01 PM | Posted in Mutual Fund Analysis read full news
Investment and Finance Tips for Single Mothers

Single mothers have to face multiple challenges, both on the financial and social front. Whether it’s a divorce or untimely death of a spouse; it becomes difficult to manage different situations. You have to be brave, wise, and strong enough to secure your life against all odds. 

On the financial front, you should be aware of various aspects that need immediate attention. Y

13/10/2017 5:53:38 PM | Posted in Special Event Reports read full news
The probability climbed close to 70 percent last week - GEPL Capital

Government Security Market: Update 

The rupee and bonds gained as sentiment improved after the government stuck to its budgeted market borrowing for the year, easing concerns New Delhi would widen its fiscal deficit target. Indian markets have been under pressure this month on foreign fund outflows amid worries that the government may widen its f

3/10/2017 3:02:16 PM | Posted in Mutual Fund Analysis read full news
Mutual Fund Performance Benchmarking - Morningstar

Mutual Fund Performance Benchmarking

Globally the active passive debate continues to gather steam and currently it seems the odds are stacked firmly in the favour of passive. 2016 was a classical case in point where Vanguard passive funds received inflows greater than the entire industry combined. As per the Morningstar Active/Passive Barometer, which

27/09/2017 4:00:32 PM | Posted in Mutual Fund Analysis read full news
Indian mutual funds may get nod for trading in commodity derivatives in 6 months

MUMBAI  - India's capital markets regulator is likely to allow mutual funds to trade in commodity derivatives and a decision is expected within six months, a senior official said on Tuesday.

Such a move would help deepen the market and provide hedging opportunities to large companies that trade overseas due to limited liquidity at local exchanges.

P

Frequently Asked Questions related to the Data - Morningstar

Q1. The tide with regards to FII flows into Indian equities appears to be changing? They were net sellers in the month of August and so far in September? What do you think is turning them away now?  

You are right. August and so far in September FIIs have been on a selling spree. While they sold almost USD 2 billion in August this year, highest in the last 8 mont

L&T Mutual Fund declares 0.01% dividend

L&T Mutual Fund has announced 0.01 per cent dividend under dividend payout option of scheme named as “L&T Liquid Fund - Daily Div Reinvestment Plan” on the face value of Rs 1000 per unit. The record date for the dividend was September 14. The latest NAV of the scheme is Rs 1011.78.

The investment objective of the open ended liquid fund scheme is to generate reasona

Mutual Funds folios surpasses 6-cr mark at August -end on high retail push

Showing a growing interest for mutual funds among investors, the number of folios has grown by 2.4 per cent to cross 6 crore at the end of August, according to ICRA, reported PTI. The total folio count at the end of August stood at 6.08 crore, 2.4 per cent higher compared to July.

The growth was primarily on the back of 10.9 lakh new folios added to the equity category (including equi

Weekly Market Outlook - Shibani Kurian, Sr. Vice President and Head of Equity Research - Kotak Mutual Fund

Below is the View On Weekly Market Outlook by Shibani Kurian, Sr. Vice President and Head of Equity Research, Kotak Mutual Fund

“Apart from our domestic cues, the global factors such as geo-political risks emanating from North Korea and the direction of movement of commodity prices especially oil are likely to remain in focus driving overall market sentimen

10 year Benchmark 6.79% GOI 2027 likely to move in the range of 6.51 to 6.57% levels - GEPL

Government Security Market:

Update On the back of positive rally in the US treasury market the Indian Bond reacted positively and went below to 6.50 mark in the opening of the last week but couldn’t sustained at 6.47 level and came back to 6.54 level after the analyst poll for upcoming CPI data at 3.29 versus 2.36 per cent in the last month, a s

11/09/2017 5:20:57 PM | Posted in Mutual Fund Analysis read full news
Equity Mutual Funds inflows at record Rs 20K-cr in August

Equity mutual funds registered a record inflow of Rs 20,362 crore in August on strong participation from retail investors and steps taken by markets regulator Sebi to create awareness about such investment products. This also marks the seventeenth straight month of inflows into equity schemes. Prior to that, such funds had witnessed a pullout of Rs 1,370 crore in March 2016. The strong inflows

Morningstar Views on the AuM crossing 20 trillion!

The Indian Mutual Fund industry has been witnessing phenomenal growth since 2014.  The Industry Assets Under Management (AuM) doubled over the last 3 years and currently stands at INR 20.6 lakh crore in Aug’17, up from 10.1 lakh crore in Aug’14.  The last three years and especially the last year have been characterized by large inflows into Equity and Balanced Funds, with

7/09/2017 5:22:06 PM | Posted in Mutual Fund Analysis read full news
Mutual Fund`s Portfolio July Activity - Morningstar

That Reliance Industries is the most sold large cap stock. Also, Infosys has been the 5th most purchased and 4th most held large cap stock in the month of July.

Top Large Cap Stocks Purchased (By Market Value)

 

Top

24/08/2017 5:29:09 PM | Posted in Mutual Fund Analysis read full news
Morningstar Offshore Fund Spy Report June quarter

Contents

This report provides insights into performance, estimated flows, and asset trends for offshore funds focussed on the Indian equity market (or “Indian securities”). The flows are estimated from assets and total returns for the quarter ended June 2017.

An offshore India fund is one that is not domiciled in India but invest

Equity AUM witnesses quickest INR1t jump - Motilal Oswal

Key observations

* Equity AUM of the MF industry grew 6.4% MoM to INR6.3t in July to a new high, also marking the quickest INR1t jump.

* The increase in equity AUM was led by a rise in market indices (Nifty up 5.8% MoM). While gross inflows remained steady (INR280b, up 6% MoM), redemptions fell 16% MoM to INR153b. Consequently, net inflows in

16/08/2017 3:52:14 PM | Posted in Mutual Fund Analysis read full news
BSE StAR MF processes over Two lakh orders in a Single day

Mumbai : BSE StAR MF distribution platform, the largest distribution framework for Indian Mutual Fund, processed 2,02,016 orders on August 10, 2017, a record high for a day.  The total value of these orders is over Rs. 300 crs. The platform received over Two lakh order today.    

BSE StAR MF witnessed a growth over Year on Year basis in orders to Rs. 65

14/08/2017 10:44:41 AM | Posted in Mutual Fund Analysis read full news