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Thursday, March 01, 2018

What Happened In Indian Share Market, Especially in Equity Mutual Fund Space?

What Happened In Indian Share Market, Especially in Equity Mutual Fund Space?
B. Padmanaban, CFPCM

Certified Financial Planner


Many investors feared seeing their portfolio coming down, to be precisely from Pongal onwards. Throughout the year in 2017, market has not witnessed even 5% fall at one time, many investors started believing that it should be unidirectional, nearly 10% fall from the beginning of this year is difficult to digest even though their portfolios are still delivering more than 20% CAGR .
What happened to our market, let us get into details. Few of them quotes some of the recent events happened from budget to PNB Scam are the reason; it may or may not be true. When we look at the some data points, we can understand better objectively.
After a very long time, FII pumped more money than DII in the month of January 2018. Rs. 9,568 vs 398 Crore. Many of you felt that Sensex was going up regularly, but your investment was down last month. FII buying predominantly in large cap funds only.

This month, scenario has changed and FII sold till 23rd Rs. -14,842 Crore whereas DIIs bought Rs. 13,760 Crore. This month small and midcap done well compared to the large cap fund.
Date
Sensex
BSE Midcap
BSE Small
29-Jan-18
          36,283
                18,247
        20,046
23-Feb-18
          34,142
                16,562
        17,996
Fall in % 52 wk High to CNAV
-5.90%
-9.23%
-10.23%
Date
FIIs
DIIs

Feb as on 23/2/18
-14,842
                13,760

Jan-18
            9,568
                     398

Year to Date
-5,274
14,158


 I have given below the top 50 mutual funds predominantly suggested by the advisors and hence investor also buying the same.
Date
Sensex
BSE Midcap
BSE Small
29-Dec-17
          34,056
                18,247
        19,230
23-Feb-18
          34,142
                17,822
        17,996
Fall in % Year to Date
0.25%
-2.33%
-6.42%
Last one month
-6.15%
-6.91%
-3.81%

Between FII and DIIs, FII are more unpredictable, so as far as my reading goes, the volatility will be higher in large cap compared to other caps, going forward!
Fund Name
52 WK High
NAV on 23/2/18
Fall in %
ICICI Pru Valu Discovery
151.63
144.44
-4.74%
HDFC Smallcap
48.01
45.66
-4.89%
Motilal Multicap 35
27.69
26.31
-4.98%
Tata Equity PE
144.72
137.47
-5.01%
DSPBR Top 100
208.64
197.8
-5.20%
SBI Bluechip
39.78
37.64
-5.38%
Kotak Select Focus
34.48
32.56
-5.57%
Indiabulls Bluechip
21.13
19.95
-5.58%
ICICI Pru Focused
42.3
39.92
-5.63%
Axis Midcap
35.01
32.96
-5.86%
SBI Emerging Business
140.5
132.27
-5.86%
Can Robeo Emerging Equities
99.46
93.58
-5.91%
ABSL Frontline Equity
229.46
215.65
-6.02%
Invesco India Contra
49.32
46.29
-6.14%
Axis Long Term Equity
43.27
40.61
-6.15%
IDFC Tax Advantange
61.65
57.84
-6.18%
Franklin India Prima Plus
619.69
580.59
-6.31%
DSPBR Equity
40.21
37.63
-6.42%
Franklin India Bluechip
482.75
451.6
-6.45%
Franklin India Prima
1040.15
971.4
-6.61%
Axis Focused 25
27.32
25.5
-6.66%
Reliance Top 200
34.87
32.5
-6.80%
Mirae India Opp
50.3
46.87
-6.82%
IDFC Classic Equity
48.4
45.06
-6.90%
DSPBR Small & Midcap
59.72
55.58
-6.93%
L&T India Value
40.45
37.55
-7.17%
Franklin India Smaller Co
64.78
60.11
-7.21%
UTI Midcap
120.7
111.9
-7.29%
Sundaram Rural India
45.32
42.01
-7.30%
HDFC Top 200
490.5
454.06
-7.43%
HDFC Midcap Opp
61.46
56.87
-7.47%
ICICI Pru Midcap
110.2
101.95
-7.49%
IDFC Focused Equity
41.85
38.71
-7.50%
Principal Growth
157.76
145.92
-7.51%
Sundaram Sel Midcap
554.24
512.23
-7.58%
Principal Emerging
116.3
107.3
-7.74%
L&T Emerging
29.87
27.45
-8.10%
Edelweiss Mid & Small
31.53
28.95
-8.18%
BOI AXA Midcap Eq & Debt
15.33
14.07
-8.22%
ABSL Midcap
342.89
314.43
-8.30%
IDFC Sterling
60.54
55.5
-8.33%
L&T Midcap
155.96
142.83
-8.42%
HDFC Equity
687.84
629.57
-8.47%
Reliance Smallcap
49.8
45.58
-8.47%
Mirae Emering Bluechip
54.33
49.58
-8.74%
ABSL Small & Midcap
45.89
41.67
-9.20%
Invesco Mid N Small
54.64
49.14
-10.07%
Tata Midcap
154.62
138.12
-10.67%
DSPBR Microcap
73.41
65.53
-10.73%
Moltilal Midcap 30
28.17
24.8
-11.96%

How to
​Respond Investor Now?


As an investor you have 5 to 8% discount, which is still available to you right now. Waiting for another 5 to 10% corrections, may or may not happen. 
If it happens, then everyone will talk about another 5%, so you will not invest the money which you have still holding. As long as your term is long term, this timing will never help.
Keep investing your surplus, as long as your investment horizon is 3 plus years from now, without much worrying about the market level are the best way to invest.
​These are the investment for long term, so short term volatility should never bother you, and make use of it if you get some money otherwise, enjoy the volatility.​

B. Padmanaban, CFPCM

Certified Financial Planner

www.fortuneplanners.com

9884349173

padmanaban@fortuneplanners.com

B. Padmanaban
Director, Fortune Planners Investment Services (P) Ltd
044-43572850 | +919884349173 | padmanaban@fortuneplanners.com
www.fortuneplanners.com | Skype: padhu73
Old no 5, New No 9, Kuppusamy Street, G1, Lotus Apartments, T. Nagar, Chennai - 600017 Near Vani Mahal, GN Chetty Road & Benz Park Hotel
What Happened In Indian Share Market, Especially in Equity Mutual Fund Space? Reviewed by S. Chitra on March 01, 2018 Rating: 5 What Happened In Indian Share Market, Especially in Equity Mutual Fund Space? B. Padmanaban, CFP CM Certified Financial Planner ...

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