RBI policy: Invest in short-term debt funds for better returns

THE ECONOMIC TIMES Fri, Apr 07, 2017 | 08:13 AM IST Mutual Funds Newsletter

RBI policy: Invest in short-term debt funds for better returns A status-quo policy is not a great news for debt mutual fund investors, as debt funds gain the most when the rates go down. Are new investors investing in equity funds for wrong reasons? "New investors who are jumping into equity funds are swayed by the media reports about the market rally. Their return expectations are out of the world." Gold funds hit badly by poor show, sovereign gold bond issue Investors are moving out of the gold funds since November last year because of the poor performance of golds fund over the past five years. Retirement schemes are covered under Sec 80C. Should you invest? There are a few retirement schemes from mutual funds that would help you to save taxes under Section 80C. Start investing in ELSS regularly right away, say MF advisors Advisors believe that investing through a monthly SIP in ELSSs is essential to maximise returns from them, especially with the stock market hovering hear all-time high. Ask ET Mutual Funds: Where should I invest to fund my son's education? If you have any mutual fund queries, message ET Mutual Funds on Facebook. We will get it answered by our panel of experts. Ask ET Mutual Funds: Can I build a corpus of Rs 3 crore? If you have any mutual fund queries, message ET Mutual Funds on Facebook. We will get it answered by our panel of experts.

TERM OF THE WEEK Consumer Price Index A comprehensive measure used for estimation of price changes in a basket of goods and serv... read more

New Fund Offers Fund Name Category Type Open Close Min Inv ICICI Pru Value Fund - Series 12 Direct-G Equity: Small Cap Closed-end 27 Mar 10 Apr 5000.00 ICICI Pru Value Fund - Series 12-D Equity: Small Cap Closed-end 27 Mar 10 Apr 5000.00 ICICI Pru Value Fund - Series 12-G Equity: Small Cap Closed-end 27 Mar 10 Apr 5000.00 ICICI Pru Value Fund - Series 12 Direct-D Equity: Small Cap Closed-end 27 Mar 10 Apr 5000.00 Reliance Dual Advantage FTF XI - Plan A Direct-G Hybrid: Debt-oriented Conservative Closed-end 10 Apr 24 Apr 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit ICICI Pru Balanced-DM Hybrid: Equity-oriented Open-ended 07 Apr 2017 0.24 ICICI Pru Balanced Direct-DM Hybrid: Equity-oriented Open-ended 07 Apr 2017 0.15 ICICI Pru Equity Income-DM Hybrid: Equity-oriented Open-ended 07 Apr 2017 0.04 ICICI Pru FMP Series 71 1095D Plan O-D Debt: FMP Closed-end 10 Apr 2017 0.03 ICICI Pru FMP Series 71 1095D Plan O Direct-D Debt: FMP Closed-end 10 Apr 2017 0.03 * 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 03-04-2017 2384.30 2188.10 196.20 14280.90 3566.60 10714.30 30-03-2017 5563.10 3703.50 1859.60 12704.90 11344.60 1360.30 29-03-2017 3020.90 1434.20 1586.70 12984.70 8929.20 4055.50 28-03-2017 2296.90 1936.20 360.70 54.40 82.40 -28.00 27-03-2017 1907.70 2331.40 -423.70 10935.40 5632.10 5303.30 24-03-2017 2169.10 1477.30 691.80 7791.80 5651.60 2140.20 23-03-2017 1658.40 1832.90 -174.50 6473.30 3221.60 3251.70 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 Motilal Oswal MOSt Focused Midcap 30 Fund Direct-Growth 25.8772 3.26 1256.27 - 1.42 L&T India Value Fund Direct-Growth 33.8190 2.86 2050.82 - 1.51 L&T India Value Fund-Growth 32.7650 2.85 2050.82 - 2.12 Franklin India Smaller Companies Direct Fund-Growth 54.9810 2.59 4029.43 - 1.07 DSP BlackRock Micro Cap Direct Plan-Growth 60.3770 2.50 4115.12 - 1.91 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 Escorts Power & Energy Fund Direct-Growth 24.7240 5.83 0.72 - 2.50 SBI Small & Midcap Direct-Growth 44.6978 4.70 779.86 - 1.35 SBI Small & Midcap Fund-Growth 42.6770 4.68 779.86 - 2.39 Reliance Capital Builder Fund Series A Direct- Growth 16.1946 4.62 255.86 - 2.93 Reliance Capital Builder Fund Series A- Growth 15.8404 4.61 255.86 - 2.93 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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