Debt mutual fund inflows decline 92% in November. Will it regain attraction?
THE ECONOMIC TIMES
Fri, Dec 20, 2024 | 11:47 AM IST

Mutual Funds Newsletter

Debt mutual fund inflows decline 92% in November. Will it regain attraction?

Debt mutual fund inflows plummeted 92% in November to Rs 12,915 crore, down from Rs 1.57 lakh crore in October. Liquid funds saw the biggest outflow. Experts suggest investors shouldn't ignore debt funds despite the equity market rally and recent tax changes impacting indexation benefits.

Mutual funds see Rs 8,995 crore inflow in mid and small cap funds in November. Should you allocate more?

Mid and smallcap funds saw nearly Rs 9,000 crore inflows in November, outperforming large-caps. Experts suggest strategic allocation across market caps, with mid and small-caps offering higher growth potential. ELSS funds also witnessed increased inflows as the financial year-end approaches, driven by tax-saving benefits.

PPFAS Flexi Cap Fund raises stake in Infosys, Coal India, cuts holdings in CDSL, ICRA

PPFAS Flexi Cap Fund, the largest flexi-cap fund by assets under management, increased its stake in Infosys and Coal India in November while reducing exposure to CDSL and ICRA. The fund added 1.36 crore shares of Coal India, bringing its total to 13.12 crore shares. It also bought 48.20 lakh shares of Power Grid Corporation of India.

6 equity schemes of Quant Mutual Fund on bottom of SIP return chart in 2024

6 equity schemes of Quant Mutual Fund.

Year-ender 2024: Over 300 passive mutual funds offer up to 51% return in 2024

Over 300 passive mutual funds delivered returns of up to 51% in 2024. Mirae Asset NYSE FANG+ ETF led with a 50.90% return, while other top performers included healthcare and CPSE ETFs. Nifty Next 50 and midcap funds also showed strong performance, but some sectors like private banks and FMCG lagged.

Top Mutual Funds
SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%)
ICICI Prudential BHARAT 22 FOF Direct - Growth
★★★★★
35.00 22.85 -0.72 0.34
Nippon India Large Cap Fund Direct-Growth
★★★★★
22.62 22.39 4.11 3.54
ICICI Prudential Bluechip Fund Direct-Growth
★★★★★
18.82 20.92 4.00 2.04
Quant Focused Fund Direct-Growth
★★★★★
18.61 16.88 -4.96 -0.71
JM Large Cap Fund Direct Plan-Growth
★★★★★
18.42 20.91 0.77 2.75
Taking Stock: Mutual fund SIP investors made up to 60% return in 2024

Mutual fund SIPs delivered impressive returns in 2024, with some exceeding 60% growth. Motilal Oswal funds led the pack, while Quant funds lagged. Over 150 funds generated returns above 20%, showcasing the potential of disciplined investing.

Year-ender 2024: Equity mutual funds offer up to 57% return on lumpsum investments

Equity mutual funds delivered impressive returns in 2024, with some exceeding 57% on lump-sum investments made at the start of the year. Motilal Oswal funds led the pack, while others offered over 30% gains. Data analysis reveals strong performance across various fund categories, including mid-cap, small-cap, and ELSS.

TERM OF THE WEEK
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
Aditya Birla SL Dividend Yield Reg-IDCW Equity: Thematic-Dividend Yield Open-ended 20 Dec 2024 0.52
Aditya Birla SL Arbitrage Reg-IDCW Hybrid: Arbitrage Open-ended 20 Dec 2024 0.07
Aditya Birla SL Equity Hybrid '95 Direct-IDCW Hybrid: Aggressive Hybrid Open-ended 20 Dec 2024 5.59
Aditya Birla SL Dividend Yield Direct-IDCW Equity: Thematic-Dividend Yield Open-ended 20 Dec 2024 0.94
Aditya Birla SL Balanced Advantage Direct-IDCW Hybrid: Dynamic Asset Allocation Open-ended 20 Dec 2024 0.17
* 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
17-12-2024 9139.58 7050.01 2089.57 12242.60 14910.21 -2667.61
16-12-2024 6708.07 7178.58 -470.51 5910.41 10813.28 -4902.87
13-12-2024 7465.80 7519.16 -53.36 5543.84 11845.64 -6301.80
12-12-2024 10508.44 7862.85 2645.59 17190.65 19123.30 -1932.65
11-12-2024 8991.59 6657.47 2334.12 20538.22 18810.99 1727.23
10-12-2024 9013.79 8018.85 994.94 15335.30 21164.95 -5829.65
09-12-2024 8427.16 9642.51 -1215.35 9081.96 10903.69 -1821.73
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
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund Direct - Growth 41.8600 1.58 4612.56 -