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What selloff? Indian mutual fund investors keep faith in stocks despite market rout

Mutual funds received Rs. 8,110 crore in July, up from Rs. 7,660 crore they got in June and the highest in four months, says AMFI.

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Mumbai: Investors in Indian equity mutual funds bought more last month, unfazed by the selloff that saw the nation’s $1.9 trillion market log its worst July in 17 years.
Stock plans received Rs. 8,110 crore ($1.2 billion), according to the Association of Mutual Funds in India. That’s an increase from Rs. 7,660 crore that the funds got in June and the highest in four months.

Indian stocks entered a correction this week as the lack of measures in the July budget to stimulate the economy and a tax on the super rich soured the mood. Local fund managers bought the dip, plowing a net $2 billion last month, helping negate sales of a similar magnitude by foreigners.

“The mutual fund industry is holding on,” N.S. Venkatesh, chief executive officer at the Association of Mutual Funds in India, said on a conference call. “We saw inflows despite a difficult month, a sign of investors becoming more mature and holding their investments.”

Domestic support graph - bloomberg
Graph: Bloomberg

Also read: What India’s top three mutual funds bought and sold in January


The ground realities — slowdown in the economy and the lingering stress in the nation’s credit markets — have long replaced the euphoria following Prime Minister Narendra Modi’s comfortable electoral win. Yet, monthly flows to stock funds from retail investors totaled Rs. 8,300 crore in July, up from Rs. 8,100 crore in June, Venkatesh said.

Contributions from savers who put in sums regularly, aiming to smooth out volatility through averaging, have soared from about Rs.1,200 crore in 2014 and helped cushion the market against global shocks. The flows will persist as equities remain an “attractive option” amid expectations of a further reduction in bank deposit rates, Venkatesh said.

Insights

  • Average industry-wide assets totaled Rs. 25.8 lakh crore.
  • Money-market/liquid funds got about Rs. 50,500 crore in July and overnight plans received Rs. 6,020 crore.
  • Hybrid funds, which hold both stocks and bonds, saw an inflow of Rs. 7,390 crore. – Bloomberg

Also read: Mutual funds try to get in on $894 million in Dewan repayments


 

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SourceBloomberg

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