October 2024 - Market Trends in Mutual Funds

October 2024 - Market Trends in Mutual Funds

Retail investors are betting that markets will do well in long run

Subramanian

Despite a market correction and continued foreign outflows, Indian retail investors showed remarkable resilience in October 2024 by committing substantial funds to equity schemes. The total equity inflow reached a historic level of Rs 74,727 crores, marking a period of steadfast retail engagement even as market volatility persisted. With the BSE Sensex index experiencing a dip from its peak of 85,879 to around 78,000, investors have doubled down, seizing the opportunity to buy into the market at lower levels, confident in the market’s long-term potential.

August 2024 - Market Trends in Mutual Funds

August 2024 - Market Trends in Mutual Funds

Trending patterns in flow of money in Mutual Funds in last 12 months

Subramanian

AMFI has released the data related to inflow/outflow of funds in various schemes. This article intends to share some insights on this data and you will find it useful to take decisions based on these inputs.

Manufacturing - Theme - Mutual Fund

Manufacturing - Theme - Mutual Fund

Is this the new theme that will propel our returns ?

Subramanian

A manufacturing theme mutual fund invests primarily in companies within the manufacturing sector, such as those involved in industrial production, machinery, and raw materials processing. These funds aim to capitalize on the growth and profitability of the manufacturing industry, offering investors exposure to the sector’s potential for long-term returns. If you go by the presentation of HDFC or Mahindra, you would note that they are betting on many sectors including Power, Ports, Railways, Defence, Roads etc… The Government vision in terms of Amrit Kaal 2047, Production Linked Incentive, and Make in India getting a fillip are just some of the factors that suggests that manufacturing theme based fund may perhaps do really well.

Navigating PPF Extension

Navigating PPF Extension

Navigating PPF Extension : A Tale of Banking Challenges and Client Empowerment

Subramanian

One of my clients initiated their PPF account with a public sector bank approximately 14 years ago. Recently, when they approached the bank for guidance on the next steps, they were informed that the only option was to withdraw the amount and initiate a new PPF account with the same bank.