Mutual fund advisors use PNB scam to teach importance of diversification

THE ECONOMIC TIMES Fri, Feb 23, 2018 | 08:10 AM IST Mutual Funds Newsletter

Mutual fund advisors use PNB scam to teach importance of diversification Many of them want to know how it impact their mutual fund investments. Is it okay to invest a lumpsum in ELSS at the last moment? The last-minute tax-savers are rushing to their mutual fund advisors to invest a lumpsum in Equity Linked Saving Schemes or ELSSs. Do your mutual fund schemes have huge exposure to PSU banks? Here is a list Many investment experts believe that the PNB scam might claim more victims in the PSU banking sector in the coming days. Best largecap mutual funds to invest in 2018 Everybody wants to invest in mutual fund these days. And most mutual fund advisors are recommending large cap mutual fund schemes to such investors. Does it make sense to continue with your SIPs in a volatile market? Is it a good strategy to stop yours SIPs when the markets hit a rough patch? Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth -6.85 1.18 19.49 13.75 Mirae Asset India Opportunities Fund Direct- Growth -7.01 6.59 20.66 12.66 Kotak Select Focus Fund Direct-Growth -5.81 3.89 17.09 12.16 Invesco India Growth Fund Direct-Growth -5.61 9.36 25.70 12.03 Mirae Asset India Opportunities Fund Regular- Growth -7.05 6.22 19.81 11.80 FeaturedDSP BlackRock Small and Mid Cap Direct Plan-Growth ★★★★★ -7.07 9.21 18.47 15.34 Start SIP Does investing in ULIPs make more sense after LTCG tax on mutual funds? The debate of ULIP vs mutual funds has started again after the introduction of Long Term Capital Gains Tax on equity mutual funds . ELSS is the best tax-saving option even after LTCG tax: Gautam Sinha Roy of Motilal Oswal AMC Many investors are confused and worried about their ELSS investments after LTCG tax.

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 SBI Long Term Advantage Fund Series V Reg-G Equity: Tax Saving Closed-end 21 Dec 20 Mar 500.00 SBI Long Term Advantage Fund Series V Reg-D Equity: Tax Saving Closed-end 21 Dec 20 Mar 500.00 SBI Long Term Advantage Fund Series V Direct-D Equity: Tax Saving Closed-end 21 Dec 20 Mar 500.00 SBI Long Term Advantage Fund Series V Direct-G Equity: Tax Saving Closed-end 21 Dec 20 Mar 500.00 UTI Long Term Advantage Fund - Series VII Direct-D Equity: Tax Saving Closed-end 21 Dec 21 Mar 500.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Canara Robeco Equity Tax Saver Reg-D Equity: Tax Saving Open-ended 23 Feb 2018 1.00 Franklin India Prima Plus-D Equity: Multi Cap Open-ended 23 Feb 2018 3.50 Tata Infrastructure Reg-D Equity: Infrastructure Open-ended 23 Feb 2018 2.50 Franklin India Smaller Companies-D Equity: Small Cap Open-ended 23 Feb 2018 3.00 Reliance Focused Large Cap-D Equity: Large Cap Open-ended 23 Feb 2018 2.00 * 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 20-02-2018 2952.68 1872.26 1080.42 6853.25 5396.05 1457.20 19-02-2018 2707.94 1928.06 779.88 31.00 72.66 -41.66 16-02-2018 3009.10 2155.77 853.33 8854.07 6378.78 2475.29 15-02-2018 1997.80 1928.33 69.47 9372.07 5882.03 3490.04 14-02-2018 2578.77 2717.65 -138.88 6773.63 4509.73 2263.90 12-02-2018 3279.86 1574.21 1705.65 5479.92 3707.65 1772.27 09-02-2018 2164.30 2022.30 142.00 6486.05 3622.74 2863.31 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 Advisor-Dynamic Accrual Plan Direct Plan - Growth 27.5555 0.17 288.28 - - 0.54 ICICI Prudential Advisor-Dynamic Accrual Plan- Growth 27.1644 0.15 288.28 - - 0.94 JM Floater Fund Long Term Plan Direct-Growth 27.3544 0.14 243.65 - - 0.60 ICICI Prudential Equity Arbitrage Direct-Growth 23.5237 0.14 10645.31 - 0.46 Essel Liquid Fund Regular Plan-Growth 1891.4775 0.13 578.56 - - 0.19 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) >>

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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