Ready to invest SIP equity mutual fund portfolios for every investor

THE ECONOMIC TIMES Fri, Apr 14, 2017 | 08:13 AM IST Mutual Funds Newsletter

Ready to invest SIP equity mutual fund portfolios for every investor The mutual fund portfolios have been created for three different individual risk profiles: conservative, moderate and aggressive. Insipid performance of leading mutual fund schemes worries investors Dip in performance of some of the leading mutual fund schemes are causing a lot of heartburn among investors. What should they do? Still stuck with monthly SIPs? There are SIPs that allow you to start, stop, pause at your will It is time you take a look around to find out about the various kinds of SIPs available in the market. Who knows? You may find a suitable option for your investment need. Don't rush to sell midcap funds, they may still deliver The midcap category has returned 27 per cent in the last three years and 31.34 per cent in one year. In comparison, largecap funds returned 14.61 per cent and 21.88 per cent during the same period. Is it safe to invest a lumpsum in dynamic asset allocation funds? The structure of the fund ensures that an investor gains from the investment opportunities in both the equity and debt markets across market cycles. Should senior citizens stay away from SIPs? Investment experts believe that SIPs are the best way to invest in equity MFs as it imparts financial discipline. It also helps investors to navigate volatility and average purchase cost to maximise returns. 60 per cent mutual fund investors use SIPs to invest: Sebi survey Around 60 per cent of regular mutual fund investors use Systematic Investment Plans (SIPs) to invest in mutual funds, a recent Sebi survey revealed.

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New Fund Offers Fund Name Category Type Open Close Min Inv Sundaram Select Micro Cap Series XIV Direct-D Equity: Small Cap Closed-end 10 Apr 24 Apr 5000.00 Sundaram Select Micro Cap Series XIV Direct-G Equity: Small Cap Closed-end 10 Apr 24 Apr 5000.00 Sundaram Select Micro Cap Series XIV Reg-D Equity: Small Cap Closed-end 10 Apr 24 Apr 5000.00 Sundaram Select Micro Cap Series XIV Reg-G Equity: Small Cap Closed-end 10 Apr 24 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 Principal Balanced-DM Hybrid: Equity-oriented Open-ended 17 Apr 2017 0.15 UTI Balanced-D Hybrid: Equity-oriented Open-ended 17 Apr 2017 0.27 Tata Regular Saving Equity Reg-DM Hybrid: Equity-oriented Open-ended 17 Apr 2017 0.07 Tata Balanced Reg-D Hybrid: Equity-oriented Open-ended 17 Apr 2017 0.46 Principal Smart Equity-DM Hybrid: Asset Allocation Open-ended 17 Apr 2017 0.06 * 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 10-04-2017 2046.00 1610.80 435.20 6972.70 2440.00 4532.70 07-04-2017 2483.20 1977.80 505.40 9198.20 4149.90 5048.30 06-04-2017 2195.60 2105.50 90.10 8841.30 5249.90 3591.40 05-04-2017 2024.80 2501.40 -476.60 13216.10 6470.10 6746.00 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 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 26.4836 2.34 1241.58 - 1.42 Motilal Oswal MOSt Focused 25 Fund Direct-Growth 20.3934 1.88 469.69 - 1.49 Kotak Infrastructure and Economic Reform Fund Direct-Growth 20.9710 1.84 195.31 - 1.12 ICICI Prudential Banking and Financial Services Direct Plan-Growth 54.9600 1.59 1500.52 - 1.08 Tata Retirement Savings Fund Moderate Plan Direct-Growth 27.3922 1.44 83.71 - 1.87 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 Canara Robeco Infrastructure Direct-Growth 48.0400 3.40 132.22 - 1.88 Canara Robeco Infrastructure Fund Regular-Growth 46.7100 3.39 132.22 - 2.72 Kotak World Gold Fund Standard-Growth 9.7620 3.07 47.59 - - 1.90 Tata Banking and Financial Services Fund Direct-Growth 15.5024 2.91 111.87 - 1.41 Tata Banking and Financial Services Fund Regular-Growth 15.1539 2.88 111.87 - 3.18 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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