Allocate a large share to short-term debt funds: Kumaresh Ramakrishnan of DHFL Pramerica MF

THE ECONOMIC TIMES Fri, Nov 17, 2017 | 08:10 AM IST Mutual Funds Newsletter

Allocate a large share to short-term debt funds: Kumaresh Ramakrishnan of DHFL Pramerica MF The bond yields crossed the seven per cent mark this week due to domestic and international factors. Don't dump long-term debt schemes, say mutual fund managers A 'no-rate-cut' scenario is a bad news for long-term bond fund investors. Looking for consistently-performing equity mutual funds? Here is our list Most investors, especially the new entrants to the arena, prefer looking at star-rating and immediate returns while choosing a scheme. That's not a good strategy. When do advisors ask their clients to sell mutual fund schemes? Mutual fund advisors would tell you which schemes to invest, but most of them would never tell you when to sell a badly performing 'big' mutual fund scheme. What happens to mutual fund investments after the death of an investor? Keep someone informed of your investments. Else, claiming the sum does not arise at all and the amount will keep lying unclaimed. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) Mirae Asset India Opportunities Fund Direct- Growth 0.92 10.71 33.85 15.56 Invesco India Growth Fund Direct-Growth 1.59 13.68 37.19 15.34 Mirae Asset India Opportunities Fund Regular- Growth 0.86 10.34 32.90 14.66 SBI Bluechip Direct Plan-Growth 0.76 7.44 26.38 13.99 Motilal Oswal MOSt Focused 25 Fund Direct-Growth -2.36 1.39 25.02 13.30 FeaturedDSP BlackRock Top 100 Equity Direct Plan-Growth ★★★★★ -2.53 3.73 19.89 8.48 Start SIP NFO review: ICICI Prudential Bharat 22 ETF ICICI Prudential AMC has launched Bharat 22 ETF, an open-ended exchange traded fund, that will invest in S&P BSE BHARAT 22 index. Banking and infrastructure schemes are likely to do well. Should you invest? Some mutual fund advisors are betting big on banking and infrastructure 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 Equity-D Equity: Multi Cap Open-ended 17 Nov 2017 10.30 Principal Balanced-DM Hybrid: Equity-oriented Open-ended 17 Nov 2017 0.29 ICICI Pru Midcap-D Equity: Mid Cap Open-ended 17 Nov 2017 3.65 L&T Tax Adv-D Equity: Tax Planning Open-ended 17 Nov 2017 1.20 Principal Smart Equity-DM Hybrid: Asset Allocation Open-ended 17 Nov 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 10-11-2017 4622.95 2297.02 2325.93 8528.07 5660.72 2867.35 09-11-2017 2502.07 2172.72 329.35 9473.38 4116.66 5356.72 08-11-2017 5255.80 2551.00 2704.80 7308.86 4654.93 2653.93 07-11-2017 2733.49 4093.00 -1359.51 7504.98 4695.11 2809.87 06-11-2017 2855.91 2710.97 144.94 12412.66 7424.51 4988.15 03-11-2017 2555.52 2381.63 173.89 7894.34 4427.92 3466.42 02-11-2017 2787.86 3143.57 -355.71 6940.46 4398.00 2542.46 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 Aditya Birla Sun Life Tax Relief 96 Direct-Growth 31.6700 0.28 3761.41 - 2.39 Aditya Birla Sun Life Tax Relief 96-Growth 30.3800 0.26 3761.41 - 2.39 Aditya Birla Sun Life Tax Plan Direct-Growth 39.9500 0.25 576.94 - 2.77 JM Floater Fund Long Term Plan Direct-Growth 26.8277 0.13 199.42 - - 0.60 Edelweiss Arbitrage Fund Direct-Growth 12.8628 0.13 3014.33 - 0.40 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 SBI Tax Advantage Fund Series II- Growth 36.0372 0.97 31.11 - 3.14 SBI Long Term Advantage Fund Series II Direct Growth 14.9346 0.93 50.46 - 3.09 SBI Long Term Advantage Fund Series II Regular Growth 14.8678 0.93 50.46 - 3.14 SBI Long Term Advantage Fund Series I Direct Growth 14.6189 0.85 58.40 - 3.09 SBI Long Term Advantage Fund Series I Regular Growth 14.5574 0.84 58.40 - 3.14 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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