Monthly net outflow in Equity MFs continues for the 4th consecutive month; figures worsen from previous month Equity MF saw a net outflow in the month of October (Rs. 2725 cr), for the fourth consecutive month, as investors preferred to continue booking profit. The sharp V-shaped recovery during last few months and change in the
Equity MF saw a net outflow in the month of September (Rs.734 cr), for the third consecutive month, as investors preferred to continue booking profit in view of declining household cash-flows in prevailing uncertain economic environment. The sharp V-shaped recovery during last few months and change in the definition of multi-cap funds by SEBI are
Most of the equity mutual fund categories witnessed redemption during the month of August 2020, which marked the 5th sequential decline in inflows in equity mutual fund category. except sectoral/thematic category. Debt mutual fund schemes also felt the redemption pressure during August after a strong inflow in the previous month.
SEBI’s revised asset allocation guidelines for Multi-Cap Funds would translate into Rs.14,300 cr and Rs.28,000 cr of inflows to Mid-Cap and Small-Cap companies while it could lead to potential outflow of Rs.34,000 cr from the Large-Cap category. In terms of percentage, large-cap could see ~32% of outflow while Mid-cap & Small-Cap categories, could see
On 4th September, DreamLadder conducted its second webinar of the Dream Series. Given the rise of 43% of S&P BSE Healthcare Index this year, investors were getting confused whether it is the right time to invest or not. To answer to questions like these and more, we invited Meeta Sheety as our guest speaker for
Our monthly MF tracker captures the sectoral trends for the MF industry with focus on shift in any overweight/underweight position. It also looks into the top buys & sells during the previous month along with the cash holding positions. MFs have increased exposure to IT, Oil & gas and Healthcare sectors while reduced exposure to
DreamLadder Capital conducted its first webinar on 8th August where we talked about the Market Outlook for August and the right strategy for investment. We started this initiative “Dream Series” to educate people on recent financial events and keep everyone in the loop. Speaker of this webinar was the CEO & Founder of Dreamladder, Mr.
In this article, we will examine the inter-scheme transfers done by most of the MF houses that have seen huge redemption pressure on their Credit Risk Funds. We will also give our view whether this warrant any review of your existing investment into these hybrid schemes.
This moratorium is like a double whammy for the financiers as it increases the overdue amount and depletes the asset value. This along with falling income generating opportunity of borrowers could be a perfect combination for loan default
We have been flagging the risk involved in chasing the YTM without properly understanding the credit risk, interest rate risk, and liquidity risk associated with the papers owned by that particular fund, and today we stand vindicated. What really went wrong with the Pick of the Pack, where YTM obsessed investors always used to jump