25 years of pvt sector mutual funds: Don't go overboard, says Siva, the original midcap king

THE ECONOMIC TIMES Fri, Jul 20, 2018 | 08:11 AM IST Mutual Funds Newsletter

25 years of pvt sector mutual funds: Don't go overboard, says Siva, the original midcap king Sivasubramanian K N joined as a research analyst in Kothari Pioneer in 'October-November 1993'. 25 years of pvt sector mutual funds: No best fund out there, says Dhirendra Kumar Dhirendra Kumar, CEO, Value Research, started tracking the mutual fund space in 1990s. 25 years of pvt sector mutual funds: How are the oldest schemes performing? The mutual fund industry was open to private sector competition in 1993. 25 years of pvt sector mutual funds: Daily NAV was huge challenge, says Prem Khatri Prem Khatri joined Kothari Pioneer Mutual Fund, the first private sector mutual fund house in India, as chief of marketing in 1994. Largecap schemes are performing better than small and midcaps. Should you switch? Many investors are in love with largecap mutual fund schemes due to the sharp fall in midcap and smallcap schemes. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth 4.14 -0.18 10.36 15.34 JM Core 11 Fund-Growth 4.08 -0.58 9.47 13.72 Axis Bluechip Fund Direct Plan-Growth 4.38 10.08 23.23 13.16 ICICI Prudential Nifty Next 50 Index Direct-Growth -4.62 -11.47 -0.28 10.60 ICICI Prudential Bluechip Fund Institutional I-Growth -0.89 -4.47 7.09 10.58 FeaturedICICI Prudential Balanced Advantage Direct-Growth ★★★★★ -0.20 -0.11 6.68 9.86 Start SIP 25 years of pvt sector mutual funds: Dividend was primary option for most schemes in 1993 Six out of nine equity schemes that were launched in or prior to 1993 had 'dividend' as their primary option. 25 years of pvt sector mutual funds: We started with amazing innovations on day one, says Vivek Reddy Kothari Pioneer Mutual Fund, the first private sctor mutual fund, got a license to operate in India in July 1993.

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New Fund Offers Fund Name Category Type Open Close Min Inv Sundaram Long Term Tax Advantage Fund Series V Direct-D Equity: ELSS Closed-end 25 Jun 24 Sep 500.00 Sundaram Long Term Tax Advantage Fund Series V Direct-G Equity: ELSS Closed-end 25 Jun 24 Sep 500.00 Sundaram Long Term Tax Advantage Fund Series V Reg-D Equity: ELSS Closed-end 25 Jun 24 Sep 500.00 Sundaram Long Term Tax Advantage Fund Series V Reg-G Equity: ELSS Closed-end 25 Jun 24 Sep 500.00 IDFC Equity Opportunity Series 6 Reg-G Equity: Multi Cap Closed-end 09 Jul 23 Jul 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit L&T Business Cycles Reg-D Equity: Thematic Open-ended 20 Jul 2018 0.80 L&T Business Cycles Direct-D Equity: Thematic Open-ended 20 Jul 2018 0.80 Aditya Birla SL Arbitrage-D Hybrid: Arbitrage Open-ended 20 Jul 2018 0.05 Aditya Birla SL Arbitrage Direct-D Hybrid: Arbitrage Open-ended 20 Jul 2018 0.05 ICICI Pru Capital Protection Oriented Ser VIII 1107D Plan E-D Hybrid: Conservative Hybrid Closed-end 20 Jul 2018 0.05 * 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 09-07-2018 67.59 53.23 14.36 27.56 15.40 12.16 06-07-2018 2814.21 1938.07 876.14 7698.50 4071.17 3627.33 05-07-2018 2189.99 2433.61 -243.62 5833.36 3594.68 2238.68 04-07-2018 2173.79 1719.24 454.55 10672.50 2172.80 8499.70 03-07-2018 1749.49 1634.03 115.46 11118.37 4860.39 6257.98 02-07-2018 3003.01 2825.30 177.71 8733.72 3531.54 5202.18 29-06-2018 3908.85 1556.19 2352.66 8899.71 7657.53 1242.18 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 JM Core 11 Direct Plan-Growth 9.4912 0.69 34.93 - 2.92 JM Core 11 Fund-Growth 8.9080 0.68 34.93 - 2.92 Axis Banking & PSU Debt Direct Plan -Growth 1644.3741 0.37 620.00 - - 0.20 Axis Banking & PSU Debt Fund -Growth 1627.0893 0.36 620.00 - - 0.45 Franklin India Income Opportunities Direct Plan-Growth 21.9335 0.29 3555.02 - - 0.97 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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