Dear Reader,
We present the Month Ended January 2014 issue of the Morningstar FundInvestor.
This Issue Includes
Manage Your Money:
7 Common Questions on RGESS Answered
Besides ELSS, here is an equity linked tax saving instrument.
Morningstar Analyst Rating:
IDFC Premier Equity Fund
We are upgrading the rating to Silver based on the improvements on the stewardship front.
Fund Manager View:
Franklin Templeton Mutual Fund
Mr. Santosh Kamath - CIO - Fixed Income, Franklin Templeton Mutual Fund, discusses market trends, valuations and the overall macro environment.
Market Roundup
Indian Equity Markets
Markets started the calendar year 2014 on a disappointing note with weak economic indicators back home and dwindling sentiments in overseas markets to be primarily blamed for.
Global Equity Markets
Global equity markets experienced heavily volatility in January as The US Federal Reserve commenced the rollback of bond purchases.
Indian Debt Markets
Government bond yields exhibited a mixed trend in January with shorter tenors seeing a fall in yields while for most long tenors, yields rose.
Mutual Fund Update
Fund Flows & Asset Trends
Positive flows enabled assets of the fund industry to grow in the month of January 2014 marking a positive start to the calendar year 2014.
Fund Category Performance
Technology funds were top performers this month as financial services funds slumped further. Gold ETFs also delivered handsomely.
Mutual Fund News
Get an update on what’s happening in the mutual fund industry.
Top Rated Funds
List of Morningstar top rated funds over 3 years
Do write to us with your views and feedback.
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Thank you,
Morningstar India
