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Liquid Funds Recover From the July 15 Damage

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Liquid Funds have recovered substantially from their fall on July 16. Remember, on July 15, the RBI took extraordinary measures to cut liquidity and that raised short term interest rates by 300 bps (3%). This caused liquid funds to fall in their NAV, as short term funds were impacted by rising yields (yields move inversely with prices). At the time there was a fear that these funds have a major problem. However, my view has been that if you don’t need the liquidity, stick around. The NAV will recover, and it has. Here’s the NAVs of all liquid funds since then, and the return from July 15. Fund Aug-04 Jul-15 From Jul-15 Jul-16 Jul-16 Move Pramerica Liquid Fund   1001.472 1001.4746 0.00% 999.6694 -0.18% ING Liquid Fund 24.7574 24.7486 0.04% 24.6638 -0.34% DWS Insta Cash Plus Fund 19.8389 19.8131 0.13% 19.7611 -0.26% Kotak Liquid 2269.528 2266.0098 0.16% 2260.2502 -0.25% IDBI Liquid Fund 1291.702 1289.6532 0.16% 1287.0052 -0.21% Quantum Liquid Fund 17.0102 16.9781 0.19% 16.9308 -0.28% L&T Liquid Fund   1652.147 1649.0143 0.19% 1644.7143 -0.26% UTI-   Liquid Fund-Cash Plan 1910.616 1906.8792 0.20% 1903.0043 -0.20% Taurus Liquid Fund 1564.906 1561.726 0.20% 1558.4587 -0.21% HDFC Cash Management Fund   25.1652 25.1135 0.21% …

[via Capital Mind]

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