Dear Reader,
We present the Month Ended May 2014 issue of the Morningstar FundInvestor.
Perspective
Conflicting views on smart beta
Executive Forum panelists disagree on whether rules-based strategies are passive or active.
Market Roundup
Indian Equity Markets
Markets rose consistently throughout most of May, as BJP led National Democratic Alliance (NDA) scored an emphatic victory in the Lok Sabha elections.
Global Equity Markets
Global equities moved up in May, with emerging markets outperforming the developed markets
Indian Debt Markets
Government bond yields fell across the curve in May
as
positive sentiment had prevailed in the market on expectations that the business-friendly Bharatiya Janata Party (BJP) will come to power with a majority which it did.
Mutual Fund Update
Fund Flows & Asset Trends
Mutual fund industry saw its assets surging for the second consecutive month mainly on account of inflows and positive growth in equity markets.
Fund Performance
The month of May was all cheers for both equity funds and debt funds. Energy and Financial services category funds claimed the top position.
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