Dear Reader,
We present the Month Ended August 2014 issue of the Morningstar FundInvestor.
Manage Your Money
Balance the Rebalancing Act
While rebalancing is important to stick to the target allocation, how often should you rebalance is also an important question.
Market Roundup
Indian Equity Markets
Decline in WPI in July and better-than-expected GDP number for Q1-FY14-15 helped key indices close month with gains.
Global Equity Markets
Global equities inch up as encouraging signals regarding the health of the US economy offset worries over geopolitical tensions and weaker data from the eurozone.
Indian Debt Markets
Government bond yields rose across the curve in August, having surged after the central bank's plan to cut the statutory liquidity ratio (SLR) sparked fears about new supply.
Mutual Fund Update
Fund Flows & Asset Trends
Marked with outflows, mutual funds witnessed a subdued growth in the month of August.
Fund Performance
Mutual fund performance ended mixed. Equity oriented funds performed well riding the market rally while debt funds suffered as bond prices took a hit as yields rose across the curve in August.
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
