Year-end special: Equity mutual fund schemes for first-time investors

THE ECONOMIC TIMES Fri, Dec 30, 2016 | 08:13 AM IST Mutual Funds Newsletter

Year-end special: Equity mutual fund schemes for first-time investors If watching your investments losing value significantly makes you uneasy, you shouldn't opt for a pure equity scheme. This is because you might panic and sell or stop your investments when a bad phase. Do you need to invest in children's mutual funds for your kid? Even a plain vanilla equity-oriented hybrid fund would do the job, provided you have the discipline to stick to your investment plan. Principal Large Cap Fund: A consistent outperformer The fund has an impressive track record and has outperformed its benchmark and category average consistently over many years. Should equity mutual fund investors worry about likely long-term capital gains tax? It seems, long-term capital gains on your equity mutual funds are not likely to be taxed in the budget. Should equity mutual fund investors be worried? Stay invested in long duration funds: Rahul Goswami, ICICI Prudential AMC The RBI could further ease rates by up to 50 bps over the next two quarters, says Rahul Goswami, Chief Investment Officer, Fixed Income, ICICI Prudential AMC. Year-end special: 2017 is going to be volatile, says Amandeep Chopra of UTI MF 2017 is going to be fairly a volatile period. The dynamic bond funds are suited to try and capture any shift in yields. Unexpected outcome should be taken as new normal, says A Balasubramanian, CEO, Birla Sun Life MF From the financial sector point of view, there were lots of tough moments in predicting various events. This ranged from BREXIT to REXIT.

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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 Franklin India Pension-D Hybrid: Debt-oriented Aggressive Open-ended 30 Dec 2016 0.65 ICICI Pru FMCG-D Equity: FMCG Open-ended 30 Dec 2016 5.00 Kotak 50 Reg-D Equity: Large Cap Open-ended 30 Dec 2016 1.35 Franklin Build India-D Equity: Infrastructure Open-ended 30 Dec 2016 1.75 ICICI Pru FMCG Direct-D Equity: FMCG Open-ended 30 Dec 2016 4.50 * 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 27-12-2016 2023.00 599.70 1423.30 6385.40 4525.50 1859.90 26-12-2016 1401.80 605.20 796.60 9157.70 7694.80 1462.90 23-12-2016 2142.90 524.70 1618.20 4141.70 4055.00 86.70 22-12-2016 1347.90 1011.50 336.40 3996.60 4247.70 -251.10 21-12-2016 1731.10 646.20 1084.90 5869.00 6512.90 -643.90 20-12-2016 1426.40 883.90 542.50 3568.00 2039.50 1528.50 19-12-2016 1081.60 597.10 484.50 4978.50 5076.90 -98.40 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 Invesco India Contra Fund Direct-Growth 34.3000 2.14 260.22 - 0.96 IDBI Equity Advantage Fund Direct-Growth 20.5700 2.08 531.40 - 1.74 L&T India Value Fund Direct-Growth 28.2380 1.83 1593.06 - 1.54 L&T India Value Fund-Growth 27.4170 1.81 1593.06 - 2.14 ICICI Prudential Banking and Financial Services Direct Plan-Growth 43.4700 1.78 1079.90 - 1.16 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 World Gold Fund Standard-Growth 8.5810 6.90 58.35 - - 1.90 HSBC Brazil Fund- Growth 6.5968 5.39 29.80 - - 2.69 ICICI Prudential Regular Gold Savings Direct-Growth 9.9987 4.20 63.00 - - 0.06 ICICI Prudential Regular Gold Savings Fund-Growth 9.8853 4.19 63.00 - - 0.50 DSP BlackRock World Gold Fund Direct Plan-Growth 11.6178 3.68 375.14 - - 1.38 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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