Tata Balanced Fund is underperforming. Should you worry?

THE ECONOMIC TIMES Fri, Jul 21, 2017 | 08:13 AM IST Mutual Funds Newsletter

Tata Balanced Fund is underperforming. Should you worry? ET.com Mutual Funds spoke to Pradeep Gokhale, fund manager, Tata Balanced Fund, to find out the reasons behind the short-term underperformance. Debt mutual fund managers hopeful of a rate cut; suggest duration funds Debt fund managers believe that a significant fall in inflation rate makes a strong case for a rate cut in 2017. Market has not been conducive for quality businesses, says Jinesh Gopani of Axis MF ET.com Mutual Funds spoke to Jinesh Gopani, fund manager of Axis Long Term Equity Fund, to find out about the underperformance of the scheme. Stay away from IT and pharma funds, say mutual fund advisors The IT and pharma funds have been performing badly since the last one year. While the IT sector funds have given -2.62 per cent returns in one year, the pharma funds are returning -8.32 per cent in the same period. Should investors worry about ICICI Pru Value Discovery Fund's underperformance? ICICI Prudential Value Discovery Fund's lacklustre performance lately is starting to worry both investors and advisors. The scheme has been underperforming its benchmark and peers for the last one year. Early demand for ELSS surprises mutual fund advisors Earlier, many investors used to finalise their tax-saving investments during the last three months of the financial year and many a times used to make wrong decisions in hurry. Investing in Rs 20,000 to create a fund of Rs 1 crore If you have any mutual fund queries, message on 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 Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Reg-G Equity: Tax Planning Closed-end 23 Jun 22 Sep 500.00 Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Reg-D Equity: Tax Planning Closed-end 23 Jun 22 Sep 500.00 Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-G Equity: Tax Planning Closed-end 23 Jun 22 Sep 500.00 Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-D Equity: Tax Planning Closed-end 23 Jun 22 Sep 500.00 SBI Dual Advantage Fund Series XXIII Reg-D Hybrid: Debt-oriented Conservative Closed-end 10 Jul 24 Jul 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit ICICI Pru Q Interval Plan II Ret-D Debt: FMP Open-ended 21 Jul 2017 0.07 ICICI Pru Q Interval Plan II-D Debt: FMP Open-ended 21 Jul 2017 0.07 Tata Equity PE Dividend Trigger A Reg-D Equity: Mid Cap Open-ended 21 Jul 2017 1.20 Tata Equity PE Dividend Trigger A Direct-D Equity: Mid Cap Open-ended 21 Jul 2017 1.20 ICICI Pru Dividend Yield Equity-D Equity: Mid Cap Open-ended 21 Jul 2017 1.93 * 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 19-07-2017 2416.60 1999.26 417.34 4632.66 2109.53 2523.13 18-07-2017 2184.90 2371.83 -186.93 7188.63 5536.71 1651.92 17-07-2017 1775.41 1721.22 54.19 3969.93 2327.70 1642.23 14-07-2017 1747.83 1584.42 163.41 5734.10 3300.93 2433.17 13-07-2017 2284.31 1770.97 513.34 8398.81 3159.75 5239.06 12-07-2017 1768.86 1607.74 161.12 5622.22 3809.07 1813.15 11-07-2017 2457.82 1853.72 604.10 6729.87 7063.40 -333.53 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 Franklin India Prima Plus Direct Fund-Growth 581.5005 2.10 10981.41 - 1.17 Birla Sun Life Advantage Direct -Growth 420.0600 1.97 3456.11 - 1.03 Franklin India High Growth Companies Direct Fund-Growth 39.3525 1.92 6393.35 - 1.24 Franklin India High Growth Companies Fund-Growth 37.4998 1.90 6393.35 - 2.32 Birla Sun Life Banking & Financial Services Fund Direct-Growth 27.4100 1.82 1121.50 - 1.21 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 HSBC Brazil Direct Plan- Growth 7.2832 4.59 27.35 - - 1.98 HSBC Brazil Fund- Growth 7.0499 4.58 27.35 - - 2.68 Mirae Asset China Advantage Fund Direct-Growth 17.2680 4.23 7.89 - - 1.58 Mirae Asset China Advantage Fund-Growth 16.6870 4.22 7.89 - - 2.29 Principal Global Opportunities Fund Direct-Growth 27.0700 4.21 15.71 - - 0.50 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

More Newsletters

Daily Newsletter Special stories that round up the major developments of the day

Markets Watch Round up of stock, currency, bond, money and real estate market

ET Investment Opportunities Property, Stocks, IPOs, NFOs, Mutual Funds and latest investment options in your inbox.

Wealth Weekly news on personal finance, stocks, property, gold, tax planning and more.

View All

Follow Us on ET:

About us|Advertise with us|Feedback|Sitemap|Code of Ethics © 2017 Times Internet Limited.

To ensure delivery directly to your inbox, please add etnotifications@indiatimes.com to your address book today. If you are having trouble viewing this newsletter, please click here

To unsubscribe or edit your subscriptions please click here