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
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Thank you,
Morningstar India