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Investor Journal for the Month of July

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Investor Journal for the Month of July www.karvyvalue.com July, 2018 KARVY’s INVESTOR JOURNAL What’s Inside Highlights of the Month »» digiSIP is an initiative through which you can complete an SIP Market Review transaction of your clients within seven business days. CAMS Page 01 has started hosting demo sessions for distributors to help them understand functions of digiSIP. In these sessions, distributors Karvy Investment Insight will learn how they can set up multiple SIPs for their clients Page 03 through digiSIP facility. In addition, the company will explain to them the key features of digisip such as e-onboaring of Fund of The Month clients through biometric device, data capturing from existing Page 04 folio and Pan based eMandate. #AskTheExpert »» GST relief for some more time to distributors earning less than Page 05 Rs.20 lakh. »» HDFC AMC will soon hit the primary market with its IPO. SEBI Associate Connect has given its go ahead to HDFC AMC to issue IPO. Page 06 »» Bengaluru-based digital payment company, Payworld has Story of The Month forayed into mutual fund distribution business. The company Page 07 has empanelled with Reliance Mutual Fund to distribute SIP Performance mutual funds. Page 08 »» Alternative investment funds (AIFs) have grown substantially - by 96% in the last financial year. The commitments raised Category Average Returns (roughly equivalent to AUM in MF parlance) increased from Page 09 Rs.84,304 crore to Rs.1.65 lakh crore, shows the latest data by SEBI. Fixed Deposits Schemes Page 10 »» SEBI has amended mutual funds regulations in which it has not made changes to the expense ratio slab. That means, fund Equity Funds Performance houses can continue to charge up to 2.50% on equity funds Page 11 and 2.25% on debt funds. Debt Funds Performance »» SBI Mutual Fund claims to become the first fund house in Page 12 India to implement the environmental, social & governance (ESG) framework. In fact, the fund house has repositioned SBI Global Markets at a Glance Magnum Equity Fund as SBI Magnum Equity ESG Fund with Page 13 effect from May 16, 2018. Indices Watch »» MF industry adds over 12 lakh folios in May. Page 14 »» Additional expense charged by mutual funds cut from 20 basis points to 5 basis points. Fund of the Month KARVY’s Mirae Asset India Equity Fund-Reg(G) INVESTOR JOURNAL To generate long term July, 2018 capital appreciation by capitalizing... Page 04 INVESTOR JOURNAL July, 2018 Market Review Apart from FII and MF activity, Key domestic data released in the Rupee eyeing to month of June were: 70/$ : Is this 2013 1.Foreign Trade: India registered a forward, surmised on expectations merchandise trade deficit of USD of strong growth momentum over again? 14.62 billion in May’18 against USD worldwide leading to a pickup in 13.80 billion in May’17, increasing global demand, it is quite likely by 5.56% on Y-o-Y basis. On an that Core WPI would sustain this The combination of M-o-M basis, the trade deficit also upward bias. expanded by 6.56% from USD 13.72 the Fed’s tightening May retail inflation edged up to billion recorded in Apr’18. 4.87%, a 29 bps rise from 4.58% cycle, rising US bond The Rupee ranged between registered in the previous month. yields, climbing oil Rs.66.61 - Rs.68.39 per USD before Apart from the usual suspect – closing at Rs.67.45 per USD in the food items, surge in other CPI sub- prices and renewed month of May’18, vis-à-vis Rs. 66.78 components, especially services, per USD recorded in Apr’18. imparted upward bias to the dollar strength has headline number. The country’s merchandise exports led to a challenging was reported at USD 28.86 billion in 3.Index of Industrial Production (IIP): May’18 as against USD 24.01 billion Industrial production saw a slight environment for the recorded in May’17, recording a rise in growth of 4.9% in Apr- strong growth of 20.20% Y-o-Y. Indian currency in 18 as compared to 4.4% in Mar- Non-petroleum exports, 18. Nonetheless, contraction the past few months. constituting around 82% of the was observed in sequential total exports, stood at USD 23.62 momentum across Mining at Experts don’t see the billion, recording a Y-o-Y growth -21.1%, Manufacturing at -11.2% of 10.12% in May’18. Petroleum and Electricity at -1.9%. In our current depreciation exports also saw a Y-o-Y surge of view, even while the current IIP is in rupee as a 105% in May’18 with exports worth lower than anticipated, it does not USD 5.23 billion against USD 2.56 portray an alarming picture for crisis situation. billion in May’17. now. Extrapolating the 2.Inflation: Among the BSE sectoral indices, S&P BSE Soaring higher by 125 bps, Capital goods Index with -10.79% and events of 2013 wholesale inflation quickened to S&P BSE Power Index with -10.38%were to 2018 would 4.43% in the month of May vis-à- the top losers. vis the previous reading of 3.18% Amongst the NSE Sector indices NIFTY be erroneous, in April. While the seasonal jump in Pharma 8.79% and India VIX Index 6.71% food inflation is no surprise, strong were the top gainers. because both sequential pick up in Fuel and It was a red month for the major Asian Manufactured products along with the domestic and Indices as Hangseng, Taiwan, Nikkei 225 an unfavorable statistical base ended by -6.52% and -2.83%, -0.39% global economic pushed the headline print higher. respectively. All major European indices environment has Core WPI inched higher to 4.40% ended in negative territory with Bovespa from 4.19% in Apr-18. Going going down by -5.66%. changed. 1 INVESTOR JOURNAL July, 2018 FII Activity: (Month Between 01-Jun-2018 to 30-Jun-2018) Equity Debt Date Gross Purchase (Cr.) Gross Sale (Cr.) Net (Cr.) Date Gross Purchase (Cr.) Gross Sale (Cr.) Net (Cr.) 1-Jun-18 2,380.45 2,267.97 112.48 1-Jun-18 7,508.09 7,120.42 387.67 8-Jun-18 2,075.86 2,163.59 -87.73 8-Jun-18 13,638.66 7,422.25 6,216.41 15-Jun-18 3,177.17 3,176.04 1.13 15-Jun-18 7,965.12 6,132.23 1,832.89 21-Jun-18 2,393.61 1,777.28 616.33 21-Jun-18 12,333.06 8,109.12 4,223.94 29-Jun-18 2,322.10 2,390.94 -68.84 29-Jun-18 8,617.01 7,933.32 683.69 Jun-18 52,435.42 45,949.64 6,485.78 Jun-18 180,055.56 141,397.59 38,657.97 MF Activity: (Month Between 01-Jun-2018 to 30-Jun-2018) Equity Debt Date Gross Purchase (Cr.) Gross Sale (Cr.) Net (Cr.) Date Gross Purchase (Cr.) Gross Sale (Cr.) Net (Cr.) 1-Jun-18 4,929.33 4,804.25 125.08 1-Jun-18 661.81 435.34 226.47 8-Jun-18 4,916.79 4,899.75 17.04 8-Jun-18 546.91 1,138.05 -591.14 15-Jun-18 9,507.75 11,151.88 -1,644.13 15-Jun-18 303.91 765.05 -461.14 21-Jun-18 6,437.52 5,130.79 1,306.73 21-Jun-18 562.06 2,039.94 -1,477.88 29-Jun-18 8,513.00 6,774.60 1,738.40 29-Jun-18 993.33 955.49 37.84 Jun-18 108,775.32 110,674.87 -1,899.55 Jun-18 15,255.21 25,260.86 -10,005.65 Sensex & Nifty: (Month Between 29-May-2018 to 30-Jun-2018) S&P BSE SENSEX CNX Nifty Index Date Close Price Points Diff %age Change Date Close Price Points Diff %age Change 29-May-2018 34906.11 29-May-2018 10614.35 1-Jun-18 35227.26 321.15 0.92% 1-Jun-18 10696.20 81.85 0.77% 8-Jun-18 35443.67 216.41 0.61% 8-Jun-18 10767.65 71.45 0.67% 15-Jun-18 35622.14 178.47 0.50% 15-Jun-18 10817.70 50.05 0.46% 22-Jun-18 35689.60 67.46 0.19% 22-Jun-18 10821.85 4.15 0.04% 30-Jun-18 35423.48 -266.12 -0.75% 30-Jun-18 10714.30 -107.55 -0.99% 1.48% 0.94% ----------------------------------------------------------------------------------------------------------------------------------------------------------- Source : ACE MF 2 INVESTOR JOURNAL July, 2018 ONLINE INVESTMENT ACCOUNT YOU CAN NOW CREATE AN ONLINE KARVY ACCOUNT LESS THAN 6 MINUTES. Open Your Free TRY US Online Account ----------------------------------------------------------------------------------------------------------------------------------------------------- ----------------------------------------------------------------------------------------------------------------------------------------------------- 12 INVESTOR JOURNAL July, 2018 Karvy Investment Insight Peace of mind and Wealth Creation ideas for long term Karvy Insights brings to you investment wisdom to help our investors make sound investment decisions and reach their goals faster. These inputs may not help you become wealthy in a short span of time, but they would definitely give you peace of mind and a roadmap for your financial journey. What is the ideal amount to start investing in a mutual fund? Several questions rest in a potential investor’s mind regarding the ideal amount to invest. People consider Mutual Funds as just another investment avenue. Is it really the case? Is a Mutual Fund just another investment avenue like a fixed deposit, debenture or shares of companies? A Mutual Fund is not an investment avenue, but a vehicle to access various investment avenues.
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