Post-DeMon investors get single-digit SIP returns from mutual funds

THE ECONOMIC TIMES Fri, Jul 13, 2018 | 08:13 AM IST Mutual Funds Newsletter

Post-DeMon investors get single-digit SIP returns from mutual funds Mutual fund advisors blame the market correction since beginning of this year for the poor returns. Are largecap mutual funds a better choice than new aggressive hybrid schemes? Your balanced schemes are not balanced anymore. After the re-categorisation of mutual fund schemes, erstwhile balanced schemes are now called aggressive hybrid funds. An ideal mutual fund portfolio for a new investor If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts. Arbitrage mutual funds witness huge outflows in June Data from Association of Mutual Funds in India shows that the arbitrage category has seen a net outflow of Rs 1,423 crore in June. Should I continue with ICICI Pru Value Discovery Fund? If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth 1.59 -1.98 11.57 16.27 JM Core 11 Fund-Growth 1.52 -2.37 10.67 14.63 Axis Bluechip Fund Direct Plan-Growth 3.76 10.85 24.76 14.18 ICICI Prudential Nifty Next 50 Index Direct-Growth -3.83 -10.10 4.75 12.98 IDBI Nifty Junior Index Fund Direct-Growth -3.80 -10.36 4.11 12.69 FeaturedDSP BlackRock Equity Opportunities Direct Plan-Growth ★★★★★ -1.82 -8.60 6.07 13.57 Start SIP Your mutual funds won't pay for sticking to their investment mandate anymore All mutual fund schemes would be forced to stick to new `strict' investment mandate now because of the recent re-categorisation exercise. Will these mutual funds help me to retire in 15 years? If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts.

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 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 SBI Dual Advantage Fund Series XXIX Direct-G Hybrid: Conservative Hybrid Closed-end 02 Jul 16 Jul 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit UTI Fixed Term Income Sr XXII-VIII (1099D) Reg-D Debt: FMP Closed-end 13 Jul 2018 - UTI Fixed Term Income Sr XXII-VIII (1099D) Reg-DQ Debt: FMP Closed-end 13 Jul 2018 - UTI Fixed Term Income Sr XXII-VIII (1099D) Reg-DY Debt: FMP Closed-end 13 Jul 2018 - UTI Fixed Term Income Sr XXII-VIII (1099D) Direct-DQ Debt: FMP Closed-end 13 Jul 2018 - UTI Fixed Term Income Sr XXII-VIII (1099D) Direct-DY Debt: FMP Closed-end 13 Jul 2018 - * 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 SBI Banking & Financial Services Fund Regular-Growth 16.1900 3.14 502.29 - 2.45 Aditya Birla Sun Life Banking & Financial Services Fund Regular-Growth 28.4500 3.08 1530.59 - 2.44 JM Core 11 Direct Plan-Growth 9.4258 3.08 34.93 - 2.92 JM Core 11 Fund-Growth 8.8480 3.07 34.93 - 2.92 ICICI Prudential Banking and Financial Services Direct Plan-Growth 62.6200 2.79 2657.95 - 1.00 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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