fifa newsletter dec 2019 · fifa newsletter dec 2019.cdr author: lenovo created date: 1/16/2020...
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Nov 2019
of Independent Financial Advisors
Foundation
Dec 2019
AUM Movement over the last 12 monthsAssets under Management(AUM) (in Rs. Lakh crore)
23.37 23.16
24.79
25.94 25.48
26.33
27.05
26.54
22.50
23.00
23.50
24.00
24.50
25.00
25.50
26.00
26.50
27.00
27.50
Jan-19Feb-19 Mar-19 Apr-19May-19 Jun-19 Jul-19 Aug-19Sep-19 Oct-19 Nov-19 Dec-19
Assets under Management (AUM) (in Rs. Lakh crore)
23.80 24.25
24.54 24.51
Type of Fund
AUM Composition as at 31 December 2019 Endst
Equity Schemes
Debt Schemes
Hybrid SchemesSoluton Oriented Schemes
Others (ETFs/ Index Funds/ FOFs)
How has the AUM changed over the last month?
(All figures in Rs. crore)
Particulars AUM as at
30-Nov-19
Net Inflows/ (Outflows)
Increase/ (Decrease) due to market movements
AUM as at
31-Dec-19
Equity
Schemes
7,96,137
4,432
3,799
8,04,368
Debt Schemes 13,53,477 (78,972) 4,676 12,79,182
Hybrid Schemes 3,57,551 (1,184) 1,252 3,57,619
Solution Oriented Schemes
17,883
974
68
18,925
ETF/ FOF/ Others
1,79,651
12,939
1,391
1,93,981
Total
27,04,699
(61,810)
11,185
26,54,075
Source – AMFI
30.31%
48.20%
13.47%
0.71%7.31%
What's New?
02Dec 2019
8,064
8,095
8,055
8,238 8,183
8,122
8,324
8,231
8,263
8,246 8,273
8,518
8,000
8,100
8,200
8,300
8,400
8,500
Jan-19Feb-19 Mar-19 Apr-19May-19 Jun-19 Jul-19 Aug-19Sep-19 Oct-19 Nov-19 Dec-19
Monthly SIP Inflows (in Rs. crore)
Monthly SIP Inflows( in Rs. Crore)
SIP Trends
Growth in SIP Inflows
8,022
8,518
7,800
7,900
8,000
8,100
8,200
8,300
8400
DEC -19 V/S DEC -18SIP Inflows (Rs. Cr.)
DEC -19 V/S NOV-19SIP Inflows (Rs. Cr.)
Aug-18 Aug-19 Jul-19 Aug-19
8,500
8,600
7,800
7,900
8,000
8,100
8,200
8,300
8400
8,500
8,6008,518
8,273
03 Dec 2019
04Jan 2019
LOCATIONMEMBER/ ORGANISATION
Events On 10 th Dec, 2019 Ms. Roopa Venkatkrishnan was invited as a Panelist to
celebrate the 10 th anniversary of BSE Star MF in Mumbai.
M TYPE
MEM.NO.
TYPE
General
O2225
N.Indv
Ashiana Investments & Loans
Mumbai
General O2226 Ind Prem S Mangtani Ulhasnagar
General
O2227
Ind Dinesh Bhimsen Chellaramani
Ulhasnagar
General O2228 Ind Shankar Phagunmal Gurnani Ulhasnagar
General O2229 Ind Hero Murpani Ulhasnagar
General
O2230
Ind Latish Haresh Chawla
Ulhasnagar
General O2231 Ind Anil Hundraj Hinduja Ulhasnagar
General
O2232
Ind Hitesh Ramesh Thakkar
Mumbai
General
O2233
Ind Deepak Damji Thakker
Thane
General O2234 Ind Ashok Kumar Arora Zirakpur
General
O2235
N.Indv
Invest Mart
Panchkula
General O2236 Ind Ramprasad Babunandan Patel Kalyan
General O2237 Ind Ashis Kumar Dey Howrah
General O2238
Ind Puneet Gupta
Sangrur
General O2239 Ind K Thangaraj Coimbatore
FIFA Welcomes New Members
05 Dec 2019
On 10th Dec 2019, Mr. Sanjay Khatri had a meeting of few IFA's at his
Navi Mumbai office.
On 28th Dec, 2019 Ms. Roopa Venkatkrishnan conductedknowledge sharing session on “Importance of Setting andManaging Client Expectations” in Pune in coordinationwith PIFAA.
Quiz
Q.1 - A single issuer cannot have more than 15% weight in a debt index. A ) True B ) False
Q.2 - Fund of Funds (FoFs) investing in equity funds is considered as equity oriented mutual fund for taxation purpose.
A ) True B ) False
Q.3 - No exit load can be levied on liquid funds.
Q.4 - LTCG stands for?
C) Least Tracked Capital Gain
B) Long Term Capital Gain
D) Longest Time Capital Gain
Q.5 - A Multi Asset Fund needs to invest in at least 3 asset classes.
Ans. Q.1 - A), Q.2 - B), Q.3 -B), Q.4 -B), Q.5 -A),
A) True B) False
A) Lowest Taxable Capital Gain
A) True B) False
All Members are requested to update their email IDs and cell numbers on telegram and database. Also, please provide the GST Number. All those Members who have not paid the Annual Fee are requested to do so at the earliest for both 2017-18 & 2018-19.
Your contribu�on towards this newsle�er is solicited. Please share your views on events that you at your end.
Mail to [email protected]
Editor: Nisreen Mamaji
06Dec 2019