Thursday, 18 January 2018

Best midcap mutual funds to invest in 2018

THE ECONOMIC TIMES
Fri, Jan 19, 2018 | 08:10 AM IST

Mutual Funds Newsletter

Best midcap mutual funds to invest in 2018

Midcap stocks may have taken a hit recently. However, investor's fascination for midcap schemes continues unabated.

Should mutual fund investors worry about fall in small and midcap stocks?

The mid- and small-cap indices fell the most since September last year on Tuesday. Sure, they regained a little on Wednesday when the market hit a fresh all-time high of 35,000.

Best performing SIP mutual funds

Every mutual fund investor knows that a Systematic Investment Plan or SIP is the best way to invest in equity mutual funds to create wealth over a long period.

A debt mutual fund scheme under Section 80C likely in budget 2018

The budget might have a new mutual fund scheme for you. Mutual fund experts are expecting a new tax saving debt scheme in Budget 2018.

We might see a shift to low-cost largecaps after TRI: Radhika Gupta, CEO, Edelwiess MF

The mutual fund industry is shifting to TRI benchmarks in February. The mutual fund industry is waiting to see how investors would react to the new benchmarks.

Top Mutual Funds
SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%)
Mirae Asset India Opportunities Fund Direct- Growth 3.57 13.07 36.50 16.38
JM Core 11 Direct Plan-Growth 0.84 10.50 32.90 16.22
Invesco India Growth Fund Direct-Growth 3.35 13.80 37.67 15.82
Mirae Asset India Opportunities Fund Regular- Growth 3.50 12.67 35.53 15.48
Kotak Select Focus Fund Direct-Growth 2.44 9.27 31.71 15.04
FeaturedDSPBR Dynamic Asset Allocation Fund Direct-Growth
★★★★★
0.68 2.69 11.43 8.68
Start SIP
Will mutual funds get a pension plan in budget 2018?

Mutual funds have been asking for a pension plan with an exclusive tax deduction for a long time. Some mutual fund players are hopeful that the government may finally allow it in the coming budget.

Well-managed funds would continue to outperform: Chandresh Nigam of Axis Mutual Fund

The introduction of TRI or Total Return Index is likely to have a lasting impact on the mutual fund industry, according to industry participants.

TERM OF THE WEEK
New Fund Offers
Fund Name Category Type Open Close Min Inv
BOI AXA Midcap Tax Fund Series 1 Direct-D Equity: Tax Saving Closed-end 10 Nov 09 Feb 500.00
BOI AXA Midcap Tax Fund Series 1 Reg-D Equity: Tax Saving Closed-end 10 Nov 09 Feb 500.00
BOI AXA Midcap Tax Fund Series 1 Direct-G Equity: Tax Saving Closed-end 10 Nov 09 Feb 500.00
BOI AXA Midcap Tax Fund Series 1 Reg-G Equity: Tax Saving Closed-end 10 Nov 09 Feb 500.00
SBI Long Term Advantage Fund Series V Reg-G Equity: Tax Saving Closed-end 21 Dec 20 Mar 500.00
More >>
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
Reliance Media & Entertainment-D Equity: Others Open-ended 19 Jan 2018 2.50
L&T Equity-D Equity: Multi Cap Open-ended 19 Jan 2018 2.50
ICICI Pru Focused Bluechip Equity-D Equity: Large Cap Open-ended 19 Jan 2018 3.15
ICICI Pru Focused Bluechip Equity Direct-D Equity: Large Cap Open-ended 19 Jan 2018 3.15
L&T Equity Direct-D Equity: Multi Cap Open-ended 19 Jan 2018 2.50
* 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
17-01-2018 3868.87 3325.18 543.69 5133.86 5077.84 56.02
16-01-2018 3301.73 2801.48 500.25 4603.07 3927.84 675.23
15-01-2018 3084.91 2693.98 390.93 4357.02 3602.81 754.21
12-01-2018 2556.53 1684.45 872.08 5342.38 5255.34 87.04
11-01-2018 2679.73 1894.97 784.76 3626.05 4618.83 -992.78
10-01-2018 2956.84 2192.48 764.36 4191.49 8588.16 -4396.67
09-01-2018 3229.71 2372.83 856.88 5089.55 4753.80 335.75
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
ICICI Prudential Banking and Financial Services Direct Plan-Growth 66.1100 1.44 2751.83 - 1.02
ICICI Prudential Banking and Financial Services-Growth 62.7700 1.41 2751.83 - 2.36
Motilal Oswal MOSt Focused 25 Fund Direct-Growth 23.5276 1.31 866.97 - 1.32
Motilal Oswal MOSt Focused 25 Fund Regular-Growth 22.0163 1.29 866.97 - 2.52
Axis Long Term Equity Direct Plan-Growth 45.2456 0.77 15324.52 - 1.27
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
Click here to view all TMF ( All Ratings) >>

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