MF equity folio count rises 20 lakh in Apr-Oct FY'17

THE ECONOMIC TIMES Fri, Nov 18, 2016 | 08:13 AM IST Mutual Funds Newsletter

MF equity folio count rises 20 lakh in Apr-Oct FY'17 Equity MFs witnessed an addition of nearly 20 lakh investor accounts or folios in the first seven months of the ongoing fiscal, primarily on account of strong retail participation. Reliance Capital, Sanghvi Movers, Whirlpool enter top MFs' holding Mutual funds increased exposure in beaten-down IT large caps. Selling pressure was seen in energy counters. Selling was seen in large cap names — ONGC, Indian Oil and Coal India. MF industry looks to ramp up investor base to 9 crore in 5 years Total asset under management has gone up to Rs 17 trillion from Rs 11 trillion over the past one and a half years, an increase of around 50 per cent. Invest in dynamic bond funds to benefit from falling rates Investment experts recommend dynamic bond funds to common investors who can't time the entry and exit into long-term debt schemes. Do you know about cut-off timings in mutual funds? There are different cut-off timings for liquid, debt and equity funds. You can be allotted the NAV of the same day, the previous day or the next day according to the time you submit your application and funds.

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New Fund Offers Fund Name Category Type Open Close Min Inv Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Reg-G Equity: Tax Planning Closed-end 27 Sep 20 Mar 500.00 Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Reg-D Equity: Tax Planning Closed-end 27 Sep 20 Mar 500.00 Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-D Equity: Tax Planning Closed-end 27 Sep 20 Mar 500.00 Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-G Equity: Tax Planning Closed-end 27 Sep 20 Mar 500.00 UTI Long Term Advantage Fund - Series IV Reg-D Equity: Tax Planning Closed-end 10 Oct 18 Jan 500.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit L&T Tax Adv-D Equity: Tax Planning Open-ended 18 Nov 2016 1.00 ICICI Pru Q Interval Plan III Ret-D Debt: FMP Open-ended 18 Nov 2016 0.10 ICICI Pru Half Yearly Interval Plan II Ret-D Debt: FMP Open-ended 18 Nov 2016 0.25 ICICI Pru Q Interval Plan III-D Debt: FMP Open-ended 18 Nov 2016 0.10 L&T India Prudence-DM Hybrid: Equity-oriented Open-ended 18 Nov 2016 0.09 * Funds with daily dividend distribution frequency options are excluded More >>

Weekly Mutual Funds Activity Date Equity ( Cr.) Debt ( Cr.) Gross Purchase Gross Sale Net Pur./Sale Gross Purchase Gross Sale Net Pur./Sale 15-11-2016 3578.10 3678.40 -100.30 7832.10 5232.20 2599.90 11-11-2016 1974.20 2041.60 -67.40 4742.20 7314.60 -2572.40 10-11-2016 1953.20 1412.60 540.60 8410.20 9643.60 -1233.40 09-11-2016 2745.60 2111.60 634.00 5250.70 4125.80 1124.90 08-11-2016 1491.40 1289.50 201.90 9171.40 13943.00 -4771.60 07-11-2016 2318.60 1289.00 1029.60 4622.80 4988.20 -365.40 04-11-2016 2239.80 1261.00 978.80 4408.00 7828.20 -3420.20 Click here to view all WMF >>

Top Mutual Funds of the week (5-Star Rating) Scheme Name Nav Returns Ratings AUM(Cr.) Style Box Expense Ratio Equility Debt Franklin India Government Securities Long-term Direct Plan-Growth 41.1513 1.94 392.19 - - 0.80 SBI Magnum Gilt Fund Long-term Direct-Growth 36.9276 1.92 2032.38 - - 0.43 Reliance Gilt Securities Fund Direct-Growth 22.6987 1.87 1112.16 - - 1.25 Reliance Gilt Securities Fund Direct Defined Maturity Date-Growth 22.7591 1.87 1112.16 - - 1.25 L&T Gilt Investment Direct-Growth 43.3764 1.84 136.02 - - 0.44 Click here to view all TMFW (5 Star) >>

Top Mutual Funds (All Ratings) Scheme Name Nav Returns Ratings AUM(Cr.) Style Box Expense Ratio Equility Debt Kotak US Equity Fund Direct-Growth 12.9570 3.16 5.20 - - 0.62 Kotak US Equity Fund Standard-Growth 12.6740 3.15 5.20 - - 1.40 Birla Sun Life International Equity Fund Plan A Direct-Growth 16.1682 2.86 53.78 - - 2.46 Birla Sun Life International Equity Fund Plan A-Growth 15.8406 2.85 53.78 - - 2.99 JP Morgan US Value Equity Offshore Fund Direct-Growth 13.6894 2.76 118.88 - - 1.11 Click here to view all TMF ( All Ratings) >>

QUICK LINKS - MUTUAL FUND STATS 3 Best Funds- Category Wise Top Tax Saving Schemes Schemes with Lowest Expense Ratio Top Performing Schemes Latest Dividends Schemes with Highest Risk Adjusted Returns Top Star Rated Schemes AUM Monitor Category Performance Exchange traded funds

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