Team Genus

AMFI REGISTERED MFD ARN-76586~~ Your path to Investment Planning, Asset Allocation & Portfolio Management

[Team Genus @teamgenus]

April MF DATA: AMFI

📌SIP inflows at ₹ 31,115 cr vs ₹32,087 cr MoM

📌MF Total AUM: reached ₹81.92 lac crore as of April vs ₹73.73 Lac Cr

📌Net equity inflow: ₹38,440 cr in April vs ₹40,450cr

#Amfi #mf #SIP #mfdata #mutualfunds

[Gurmeet Chadha @connectgurmeet]

Govt scraps withholding tax and capital gain tax on foreign investors buying Indian Government Bonds (G-Secs).

Very good move..

[Teena Gera @teenageee]

RBI UNVEILS MEASURES TO ATTRACT DOLLAR INFLOWS :

• All new 15Y, 30Y & 40Y G-Secs to be eligible for foreign investors, boosting FPI participation in govt bonds.

• RBI to bear hedging costs on fresh 3-5 year ECBs raised by CPSEs till Sept 30, 2026, lowering overseas borrowing costs.

• RBI to also bear hedging costs on fresh 3-5 year FCNR(B) deposits mobilised by banks till Sept 30, 2026.

• Measures aim to attract foreign capital, strengthen forex reserves and support rupee stability.

• it can potentially bring in $20-30 billion of additional dollar inflows.

The measures announced might Supports ₹, boosts liquidity, strengthens external account and improves funding conditions for CPSEs & banks.

[Teena Gera @teenageee]

Now it’s Nippon AMC that Limits subscription in Nippon India ETF Gold BeES & Nippon India Gold Savings Fund & join ICICI Pru AMC and HDFC AMC in imposing restrictions amid concerns around rising gold imports & broader economic considerations

On Friday it announced temporary restrictions on large subscriptions into its flagship gold schemes. Direct subscriptions of more than ₹25 cr in Nippon India ETF Gold BeES will not be accepted, while lump sum investments in Nippon India Gold Savings Fund have been capped at ₹10 lac per PAN per month. SIP/STP investments in fund have been restricted to ₹50,000 per PAN per day.
#goldfunds #mutualfunds

[Teena Gera @teenageee]

Q4FY26 real GDP growth at 7.8%

[Team Genus @teamgenus]

RT @teenageee: Current Market Trends-

The market trends today aren’t exactly like 2008–2013 but we saw zigzags in levels back then too be…

[Gurmeet Chadha @connectgurmeet]

Rupee now 96.. it was 91-92 even before than Iran war started.

Main issue is outflow of foreign capital. Difficult to understand the rigidity on reducing taxes related to capital markets.

It’s undoing all reforms and good work in the economy..

[Teena Gera @teenageee]

📌 The rupee settled at a record closing low of 95.86 against the USD today, after hitting an all-time intraday low of 96.14 before finding slight relief, likely due to RBI intervention.

📌 The rupee has fallen over 6% so far this year and has depreciated nearly 2% in the past 6 trading sessions.

📌 Key drivers: elevated crude oil prices, inflation concerns, and aggressive FII outflows.

[Team Genus @teamgenus]

RT @teenageee: April MF DATA: AMFI

☑️SIP inflows at ₹ 31,115 cr vs ₹32,087 cr MoM

☑️MF Total AUM: The overall industry Assets Under Mana…

[Prashant Nair @_prashantnair]

IMPORTANT !

PM Modi appeals to the nation to mitigate war impact

1. Limit the use of petrol & diesel
2. Avoid going abroad for tourism & weddings for 1 yr
3. Take a pledge not to buy Gold for one year

PS: PM made these comments while addressing a gathering in Hyderabad.

#IranWar‌ #OilPrices #Nifty #GIFTNIFTY #BankNifty #Gold #Petrol #Diesel

[Team Genus @teamgenus]

The current account deficit math behind PM Modi's gold, petrol and foreign travel advisory https://t.co/y0pMNG0r3l

[Teena Gera @teenageee]

NSE LAUNCHES ELECTRONIC GOLD RECEIPTS (EGR) wef 4th May 2026 - regulated exchange-traded way to own gold digitally, backed by real physical gold stored in SEBI-accredited vaults.

Each EGR is backed by *real gold* in SEBI-accredited vaults

An EGR is a dematerialised security representing ownership of physical gold:

EGR is new chapter, a game-changer for gold as an asset class in India

• While volumes will take time to build, but it’s a foundation for gold becoming a fully integrated, mainstream investment instrument — comparable to equities and bonds in ease of trading

• On Day 1, NSE successfully dematerialised a 1,000 gm gold bar cc into an EGR — proving the system works end-to-end.

• it is Held in your *demat account* (just like shares)

•Traded on NSE like any other security

•Convertible to physical gold on demand

Standardised purity & quality assured

EGR vs Gold ETF — Key Differences-

Ownership
▪️ EGR = Direct ownership of real gold
▪️ ETF = Fund unit tracking gold price

Physical Delivery
▪️ EGR = ✅ Possible (convert to physical gold)
▪️ ETF = ❌ Not possible (only cash redemption)

Backing
▪️ EGR = 1:1 backed by physical gold in vault
▪️ ETF = Fund holds gold + manages NAV

*Cost Structure*
▪️ EGR = Brokerage + storage charges
▪️ ETF = Annual expense ratio

Regulator
▪️ EGR = SEBI direct
▪️ ETF = SEBI (via mutual fund route)

India is world's 2nd largest gold consumer but trades remain fragmented & unorganised

☑️Brings price transparency via exchange-traded discovery

Standardises purity & quality across the market

Eliminates storage risk (vaults, not lockers)

Allows small denominations— wider access

Formalises a traditionally physical market

Creates a bridge between jewellers, refiners & investors

Who Can Participate?

☑️Retail investors (via demat account)
☑️HNIs & Family Offices, Jewellers & Refiners
☑️Institutional investors
☑️Traders looking for arbitrage/hedging

ETF = Investment product (paper exposure)
EGR = Digital + Physical gold bridge

☑️This is early stage but a structural shift in how India will own & trade gold over the next decade.

☑️Expected to deepen liquidity, improve price discovery, and gradually move India's $700+ bn gold market into formal financial system

#EGR #gold

[Team Genus @teamgenus]

April GST collections rise 8.7% YoY to ₹2.43 lakh crore, driven by strong IGST growth while CGST and SGST post steady gains

#GST #IndianEconomy @ETNOWlive

[Team Genus @teamgenus]

#Sips

[Teena Gera @teenageee]

SIPs are the definition of "boring is beautiful".

Investors want post COVID returns (2020-21 excitement), but portfolios are built 2024-28 when nothing seems to happen

As S.Naren said, “Fortunes are built in silence of conviction, not in market noise.” SIP is that silence

#sip #mf #investing #mutualfunds

[Team Genus @teamgenus]

Iran declares passage for all commercial vessels through Strait of Hormuz "completely open" during ceasefire period
#Justin

[Team Genus @teamgenus]

With all negative going around US Iran war , IMD flags below-normal monsoon for 2026; rainfall seen at 92% of long-term average

https://t.co/Mf5kCe6D79

[Team Genus @teamgenus]

KEY TAKEAWAYs

• Sip book strong despite mkt volatility
• Equity inflows resilient
• Debt segment particularly liquid funds see heavy outflows due to yrend rebalancing (advance tax etc)
• Decline in AUM linked to weaker mkt performance rather than redemption pressure

[Team Genus @teamgenus]

MARCH MF DATA: AMFI

• SIP inflows at ₹32087 cr vs ₹29845 cr MoM an ATH
• Net equity inflow: ₹40450 Cr vs ₹25978 Cr) 
• MF Total AUM: ₹73.73 Lac Cr vs ₹82.03 Lac Cr decline of about 10.1%, weighed down by mkt volatility & broad-based correction in equities
#mf #Sip

[Gurmeet Chadha @connectgurmeet]

Despite sharp volatility and continuous FII selling , the net equity inflow in march was 40000 cr plus. The sip book is also steady.

Well done retail & domestic investors.

Discipline> Timing