Recommended equity mutual fund portfolios for SIP investors

THE ECONOMIC TIMES Fri, Jan 06, 2017 | 09:47 AM IST Mutual Funds Newsletter

Recommended equity mutual fund portfolios for SIP investors ET.com Mutual Funds has created a host of equity mutual fund portfolios, based on the risk profile of the investor and SIP amount. Are you ready to invest via Flexi SIP in mutual funds? Flexible SIP plans are typically linked to a key ratio. Once the market hits the pre-fixed level, the flexi SIPs kick in and the investments go up automatically. Fund Review: Birla SunLife Top 100 (G) - Good bet for long-term investors In the past three years, Birla Sun Life Top 100, a five-star rated scheme, has not only beaten its benchmark index Nifty, but also its peers. What happens to your MF investments when you close your bank account If you have ongoing investments that are linked to the bank account, you are going to face trouble. Does it make sense to invest in debt mutual funds via SIP? SIPs are the best way to gradually build a corpus. While you continue to invest in equity funds, you have to have a share in the debt funds as well. You can definitely invest using SIPs in debt. What happens when you miss an SIP instalment? Have you ever thought what will happen if you do not have the required balance on your bank account on that particular day and the SIP doesn't go through? MF Queries answered by Kalpesh Ashar, CFP, Full Circle Financial Planners Every week a mutual fund advisor answers queries from readers.

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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 ICICI Pru Balanced-DM Hybrid: Equity-oriented Open-ended 06 Jan 2017 0.23 DSPBR Opportunities-D Equity: Multi Cap Open-ended 06 Jan 2017 2.60 Tata Regular Saving Equity Reg-DM Hybrid: Equity-oriented Open-ended 06 Jan 2017 0.10 Tata Balanced Reg-D Hybrid: Equity-oriented Open-ended 06 Jan 2017 0.45 ICICI Pru Midcap-D Equity: Mid Cap Open-ended 06 Jan 2017 1.95 * 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 03-01-2017 1504.30 1139.50 364.80 9168.20 4406.50 4761.70 02-01-2017 1054.60 938.90 115.70 9157.00 3534.40 5622.60 30-12-2016 2161.20 1219.00 942.20 5838.40 5816.30 22.10 29-12-2016 2425.50 1580.80 844.70 5759.40 4576.90 1182.50 28-12-2016 1541.40 696.30 845.10 3729.30 3529.40 199.90 27-12-2016 2023.00 599.70 1423.30 3540.10 3913.10 -373.00 26-12-2016 1401.80 605.20 796.60 6385.40 4525.50 1859.90 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 Kotak Infrastructure and Economic Reform Fund Direct-Growth 17.6370 4.15 162.53 - 1.10 L&T India Value Fund Direct-Growth 29.2550 3.60 2050.82 - 1.54 DSP BlackRock Micro Cap Direct Plan-Growth 52.5500 3.36 4115.12 - 1.77 DSP BlackRock Micro Cap Regular Fund-Growth 51.1180 3.35 4115.12 - 2.52 Franklin India Smaller Companies Direct Fund-Growth 47.4326 3.34 4029.43 - 1.15 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 Birla Sun Life Fixed Term Plan Series JA Direct-Growth 14.9251 13.23 98.97 - - 0.02 Sahara Power & Natural Resources Direct Fund-Growth 18.0051 5.41 1.63 - 2.97 Sahara Power & Natural Resources Fund-Growth 17.5713 5.36 1.63 - 2.97 Sundaram Value Fund Series I Direct-Growth 11.1197 5.28 110.28 - 2.67 Sundaram Value Fund Series I Regular-Growth 10.9862 5.28 110.28 - 3.02 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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