A deep dive into 5 recent trends in mutual funds

a deep dive into 5 recent trends in mutual funds

Sumary of A deep dive into 5 recent trends in mutual funds:

  • Equity funds: According to the brokerage, small-cap funds staged a comeback after a brief period of underperformance.
  • “While we remain constructive on mid-cap and small-cap funds, multi-cap and flexi-cap funds are better placed for most investors in the current environment where mid-cap and small-cap funds have already outperformed significantly,” said Sachin Jain, research analyst, ICICI Securities.
  • New fund offers: According to the report, new fund offers (NFOs) in equity-oriented funds raised more than ₹30,000 crore during May-September.
  • Moreover, inflows into equity funds in the past few months have been dominated by NFOs.
  • Exchange-traded funds (ETFs): As per ICICI Securities, AUM for ETFs has grown from ₹5,400 crore in December 2014 to more than ₹3.5 trillion currently.
  • Bond market: ICICI Securities believes that the bond market continues to be in a wait and watch mode with few domestic MF managers raising cash levels in their actively managed debt funds.
  • “With the gross YTM of corporate bond funds around 5.5%, the attractiveness reduces significantly,” it added.

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