Thursday, 8 June 2017

What should be your debt fund strategy after RBI policy?

THE ECONOMIC TIMES
Fri, Jun 09, 2017 | 08:13 AM IST

Mutual Funds Newsletter

What should be your debt fund strategy after RBI policy?

RBI has kept repo rate unchanged in its second bi-monthly monetary policy review. Against this backdrop, what should debt mutual fund investors do?

Don't exit long duration funds, says Abhiroop Mukherjee of Motilal Oswal AMC

Short-to-medium duration funds would be the ideal space because there still are a lot of uncertainties in the market, says Abhiroop Mukherjee.

What to do when downgrades hit your mutual fund schemes

In most cases, experts ask investors to stick to their schemes, even after downgrades. Is that a good advice?

Nervous investors in small and midcap schemes look for special advice

Perturbed by the possibility of a steep fall of small and midcap stocks, these investors are calling up their advisors to check whether they should take their profits.

NFO review: IDBI Small Cap Fund

The scheme would invest a minimum of 65 per cent in equity and equity-related instruments of smallcap companies.

PFRDA is examining low returns, mandatory annuitisation under NPS

"It is not fair to compare the rate of interest on a financial instrument of, say, 5 to 10 years duration with that of an annuity contract. "

Will I be able to build a corpus of Rs 1 crore with these funds?

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
New Fund Offers
Fund Name Category Type Open Close Min Inv
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct-D Equity: Tax Planning Closed-end 29 Mar 29 Jun 500.00
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Reg-D Equity: Tax Planning Closed-end 29 Mar 29 Jun 500.00
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct-G Equity: Tax Planning Closed-end 29 Mar 29 Jun 500.00
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Reg-G Equity: Tax Planning Closed-end 29 Mar 29 Jun 500.00
IDFC Dual Advantage Fund Series 1 Direct-G Hybrid: Debt-oriented Conservative Closed-end 26 May 09 Jun 5000.00
More >>
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
UTI SPrEAD-D Hybrid: Arbitrage Open-ended 12 Jun 2017 0.06
UTI Wealth Builder Retail-D Equity: Others Open-ended 12 Jun 2017 0.10
UTI Wealth Builder Direct-D Equity: Others Open-ended 12 Jun 2017 0.10
UTI SPrEAD Direct-D Hybrid: Arbitrage Open-ended 12 Jun 2017 0.06
HDFC FMP 367D Apr 2014 (1) Direct-D Debt: FMP Closed-end 12 Jun 2017 -
* 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
07-06-2017 54.08 55.29 -1.21 360.86 190.14 170.72
06-06-2017 1811.74 1863.41 -51.67 5805.24 3302.32 2502.92
05-06-2017 1209.82 1095.13 114.69 6619.54 7172.40 -552.86
02-06-2017 1836.56 1248.40 588.16 8431.57 5678.15 2753.42
01-06-2017 1986.90 1523.08 463.82 10250.18 5012.58 5237.60
31-05-2017 3288.24 3552.42 -264.18 6004.65 6409.70 -405.05
30-05-2017 2256.69 1594.56 662.13 7835.16 6133.35 1701.81
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
DSP BlackRock Micro Cap Direct Plan-Growth 63.5880 2.23 4966.78 - 1.97
Axis Long Term Equity Direct Plan-Growth 38.8185 1.76 11335.91 - 1.27
Axis Long Term Equity Fund-Growth 36.8459 1.74 11335.91 - 1.97
Franklin India Smaller Companies Direct Fund-Growth 57.2198 1.67 4701.06 - 1.05
Tata Retirement Savings Fund Moderate Plan Direct-Growth 28.2670 1.63 83.71 - 1.88
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 Direct-Growth 9.7300 5.21 47.59 - - 1.30
Kotak World Gold Fund Standard-Growth 9.4240 5.20 47.59 - - 1.89
DSP BlackRock World Gold Fund Regular Plan-Growth 13.0624 4.90 329.62 - - 1.74
DSP BlackRock World Gold Fund Direct Plan-Growth 13.3137 4.90 329.62 - - 1.26
Reliance Pharma Fund Direct-Growth 131.5247 3.76 1477.54 - 1.50
Click here to view all TMF ( All Ratings) >>

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