These 18 consistent mutual funds may help you to beat stock market volatility

THE ECONOMIC TIMES Fri, Aug 17, 2018 | 08:10 AM IST Mutual Funds Newsletter

These 18 consistent mutual funds may help you to beat stock market volatility Investors are always searching for ways to tackle the volatility in the stock market. Banking sector funds returned 5.04% last month. Should you invest? The banking sector funds are offering eye-popping returns in the short term. Is Rs 1 crore enough to fund your child's higher education? Most individuals pick up a round figure - Rs 1 crore - as their target corpus to achieve their long-term financial goals like retirement, child's higher education, and so on. They believe that a large figure like Rs 1 core is enough. However, it need not be true. Investors shun dividend option in hybrid mutual funds, opt for SWP Many investors are moving out of the dividend option in aggressive hybrid mutual fund schemes against the backdrop of dwindling dividends. 77% equity mutual funds underperform their benchmark A whopping 77% mutual fund schemes failed to outperform their respective benchmarks in the last one year. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth 5.59 8.54 9.82 16.72 JM Core 11 Fund-Growth 5.51 8.11 8.93 15.12 Axis Bluechip Fund Direct Plan-Growth 1.64 15.72 22.45 13.52 ICICI Prudential Nifty Next 50 Index Direct-Growth 6.98 0.31 6.74 12.57 ICICI Prudential Bluechip Fund Institutional I-Growth 6.12 5.66 12.44 12.46 FeaturedDSP BlackRock Tax Saver Direct Plan-Growth ★★★★★ 6.41 2.77 8.08 13.08 Start SIP Should you invest in credit risk funds? Credit risk funds are debt funds that invest a minimum of 65 per cent in corporate bonds and debentures rated below AAA. These funds also invest a small part of their corpus in government securities and T-Bills to provide liquidity in case of heavy redemptions. Why are mutual fund investors selling income schemes? Income schemes saw net net redemptions were at Rs 7,950 crore in July.

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 BOI AXA Midcap Tax Fund Series 2 Direct-G Equity: ELSS Closed-end 12 Jul 11 Oct 500.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Principal Hybrid Equity-DM Hybrid: Aggressive Hybrid Open-ended 17 Aug 2018 0.28 DHFL Pramerica Equity Savings-DM Hybrid: Equity Savings Open-ended 17 Aug 2018 0.08 L&T Midcap-D Equity: Mid Cap Open-ended 17 Aug 2018 3.54 Franklin India Focused Equity-D Equity: Multi Cap Open-ended 17 Aug 2018 1.99 Principal Balanced Advantage-DM Hybrid: Dynamic Asset Allocation Open-ended 17 Aug 2018 0.13 * 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 07-08-2018 1977.18 1962.39 14.79 7655.96 5037.46 2618.50 06-08-2018 2339.61 2145.11 194.50 10139.36 5105.19 5034.17 03-08-2018 2471.08 2311.65 159.43 8034.33 6617.33 1417.00 02-08-2018 2024.10 1999.75 24.35 7515.46 7569.72 -54.26 01-08-2018 2745.13 2983.16 -238.03 5492.51 7617.52 -2125.01 31-07-2018 3087.47 3435.13 -347.66 8181.83 19257.85 -11076.02 30-07-2018 3104.94 3366.09 -261.15 12551.70 15647.58 -3095.88 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 Franklin India Short-term Income Plan Institutional Plan-Growth 3096.4767 0.28 10095.87 - - 1.18 Franklin India Short-term Income Plan Retail Plan-Growth 3759.4096 0.27 10095.87 - - 1.57 Franklin India Dynamic Accrual Direct Plan-Growth 65.5502 0.27 3343.83 - - 0.83 Aditya Birla Sun Life Financial Planning Fund FoF Aggressive Plan Direct-Growth 23.5894 0.26 123.96 - 0.66 Franklin India Dynamic Accrual Fund (G) 62.6992 0.25 3343.83 - - 1.77 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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