Morningstar FundInvestor – Month ended July 2014

Aug 12, 2014
This issue includes segments like Manage Your Money, Market Roundup, Mutual Fund Updates and Top Rated Funds, among others.
 

Dear Reader,

We present the Month Ended July 2014 issue of the Morningstar FundInvestor.

Manage Your Money

Making Your Investment Policy Statement

Record the reasons why you're investing, what you hope to gain from your investments, whether you're on track to meet your goals, and whether any changes are in order.

Market Roundup

Indian Equity Markets

Budget euphoria coupled with geopolitical tensions across the globe ensured a volatile ride for the markets in the month of July.

Global Equity Markets

Global Equities deliver negative returns amid heightened geopolitical tensions and speculation over when the Federal Reserve will raise interest rates.

Indian Debt Markets

Yields on domestic gilts fell nearly uniformly across tenors in July with budget, inflation and rainfall being the prime focus.

Mutual Fund Update

Fund Flows & Asset Trends

Mutual fund industry saw its assets surging for the month ended July 2014 mainly on account of positive flows in both equity and debt segments.

Fund Performance

Mutual fund performance remained subdued with mixed sentiments prevailing in the equity markets. Defensive sector funds emerged as top performers for the month.

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.

Please click here to download the full newsletter

Thank you,

Morningstar India

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