Series 69 – Understanding flows

Last few weeks we had highlighted certain themes that we have exposure towards and few pointers on why we are underweight banking. This week we are sharing with you a table that shows the retail flow into MFs beginning 2021 till June 2024. It is important to understand the flow and step back to appreciate how this has evolved over the last 3 years. We believe, this has implications for the bank deposit flow too going forward. The number was a -25,000 Cr (outflow in mar 21 quarter) has moved to 1L Cr (in the recent quarter of inflows).

We will bring more interesting data to you in our coming episodes.

Also, we keep writing to you about our SIP program that presents investors with a convenient avenue to regularly infuse capital into their portfolios. Feel free to check out the benefits for your clients. If you need more info, reach out to your dedicated relationship manager at [email protected].

These weekly episodes are now available in our website for your quick read and you may access the same in the below link.

Weekly Enlightenment Archives – ITUS Capital