Your investments in balanced mutual funds may be at risk

THE ECONOMIC TIMES Fri, Oct 20, 2017 | 08:04 AM IST Mutual Funds Newsletter

Your investments in balanced mutual funds may be at risk Balanced schemes or equity-oriented hybrid schemes have gained a lot of popularity among mutual fund investors in the last two years. These schemes were typically recommended to first-time investors and very conservative equity investors. Reviewing your mutual fund portfolio this Diwali? Here is how to do it Many mutual fund investors do not invest in a systematic manner. They mostly amass many schemes over a long period. Top mutual fund managers are betting on IT and pharma sector. Should you? Seasoned mutual fund managers believe that there is value in technology and pharma sectors. These two sectors have been going through a rough phase for the last three years. Start a SIP in an equity scheme this festive season to get rich The plan is very simple. You would start investing a small amount every month in an equity mutual fund scheme from next month. Here is how you can tackle volatility in debt mutual funds The debt mutual fund space is creating a lot of confusion among investors, especially the new ones. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) Mirae Asset India Opportunities Fund Direct- Growth -0.22 15.64 24.22 18.30 Invesco India Growth Fund Direct-Growth 0.88 17.26 25.31 18.08 Motilal Oswal MOSt Focused 25 Fund Direct-Growth -1.89 9.71 21.55 17.79 Mirae Asset India Opportunities Fund Regular- Growth -0.28 15.24 23.33 17.38 SBI Bluechip Direct Plan-Growth -0.76 11.15 15.62 16.99 FeaturedDSP BlackRock Tax Saver Direct Plan-Growth ★★★★★ 0.16 12.58 19.89 19.18 Start SIP Best midcap equity mutual funds to invest in 2017 Most new mutual fund investors are looking for high returns. In simple terms, it means they are looking for best midcap or small​cap schemes to invest. Why choosing the right mutual fund scheme is important for wealth creation? Advisors say that instead of good schemes, investors should focus on the right schemes.

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 Indiabulls Tax Savings Fund Direct-D Equity: Tax Planning Open-ended 21 Sep 20 Dec 500.00 Indiabulls Tax Savings Fund Direct-G Equity: Tax Planning Open-ended 21 Sep 20 Dec 500.00 Indiabulls Tax Savings Fund Reg-G Equity: Tax Planning Open-ended 21 Sep 20 Dec 500.00 Indiabulls Tax Savings Fund Reg-D Equity: Tax Planning Open-ended 21 Sep 20 Dec 500.00 UTI Long Term Advantage Fund - Series VI Direct-D Equity: Tax Planning Closed-end 05 Oct 05 Jan 500.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Aditya Birla SL Balanced Advantage-D Hybrid: Asset Allocation Open-ended 23 Oct 2017 0.11 L&T India Spl Situations-D Equity: Multi Cap Open-ended 23 Oct 2017 0.22 Edelweiss Equity Opportunities Reg-D Equity: Large Cap Open-ended 23 Oct 2017 0.10 Aditya Birla SL Enhanced Arbitrage-D Hybrid: Arbitrage Open-ended 23 Oct 2017 0.06 Edelweiss Prudent Advantage Reg-D Equity: Multi Cap Open-ended 23 Oct 2017 0.10 * 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 05-10-2017 2100.86 1417.48 683.38 6810.81 4367.43 2443.38 04-10-2017 1848.34 1460.55 387.79 10678.96 6404.98 4273.98 03-10-2017 2773.09 1389.26 1383.83 9123.69 3455.74 5667.95 29-09-2017 3335.12 1704.12 1631.00 6766.50 7060.91 -294.41 28-09-2017 6254.23 2245.89 4008.34 12435.83 10643.13 1792.70 27-09-2017 3082.83 1658.74 1424.09 8708.10 8612.32 95.78 25-09-2017 2226.52 1110.09 1116.43 9503.09 4131.28 5371.81 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 Invesco India Growth Fund Direct-Growth 33.4200 2.08 205.24 - 1.05 L&T Infrastructure Fund Direct-Growth 17.8800 2.05 706.52 - 1.78 Invesco India Dynamic Equity Fund Direct-Growth 30.8800 2.02 337.11 - 1.18 Mirae Asset India Opportunities Fund Direct- Growth 47.9030 2.00 4426.82 - 1.74 Mirae Asset India Opportunities Fund Regular- Growth 45.9590 1.98 4426.82 - 2.39 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 Invesco India AGILE Tax Fund-Growth 12.9900 3.18 4.75 - 2.88 Principal Tax Savings Fund Direct 210.9100 2.76 345.00 - 2.32 Principal Tax Savings Fund 206.3100 2.76 345.00 - 2.58 Principal Personal Tax Saver Fund Direct 201.2100 2.63 328.83 - 1.96 Principal Personal Tax Saver Fund 195.4700 2.62 328.83 - 2.53 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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