These 28 equity mutual fund schemes returned three times in five years

THE ECONOMIC TIMES Fri, Aug 31, 2018 | 08:10 AM IST Mutual Funds Newsletter

These 28 equity mutual fund schemes returned three times in five years Around 28 equity mutual fund schemes have tripled investors' wealth in the last five years. AMFI should promote direct plans to check mis-selling in mutual funds: Ajay Tyagi, Sebi Individuals should be encouraged to invest directly if they can manage it on their own, says Ajay Tyagi, chairman of Sebi. Should you invest in dynamic asset allocation (or balanced advantage) funds? Many mutual fund advisors are recommending balanced advantage funds or dynamic asset allocation funds to their clients these days. According to these advisors, balanced advantage funds are ideal for investors to tackle the volatility in the current market. They add that the volatility is going to continue in the coming months. Re-categorisation will not hamper returns of largecap schemes: Mahesh Patil of ABSL AMC "If we look at performance over a three to five years, most largecap schemes have consistently outperformed their benchmark." How to choose a liquid fund? A liquid fund is an open-ended debt mutual fund scheme that invests in debt and money market securities with maturities of up to 91 days only. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth 2.34 10.93 11.77 20.94 JM Core 11 Fund-Growth 2.27 10.47 10.87 19.31 Axis Bluechip Fund Direct Plan-Growth 1.38 16.33 23.56 16.54 ICICI Prudential Nifty Next 50 Index Direct-Growth 5.25 5.94 11.14 16.47 IDBI Nifty Junior Index Fund Direct-Growth 5.29 5.65 10.44 16.09 FeaturedDSP Focus Direct Plan-Growth ★★★★★ 3.06 7.54 11.24 12.62 Start SIP Use correction as an opportunity, says Samir Rachh of Reliance Mutual Fund "Corrections are the best time to add to your smallcap investments," says Samir Rachh. NFO review: Tata Multicap Fund Tata Mutual Fund has launched a new scheme under the muticap category.

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 Canara Robeco Infrastructure Reg-D Equity: Sectoral-Infrastructure Open-ended 31 Aug 2018 1.33 SBI Arbitrage Opportunities-D Hybrid: Arbitrage Open-ended 31 Aug 2018 0.05 IDFC Arbitrage Regular-DM Hybrid: Arbitrage Open-ended 31 Aug 2018 0.03 Canara Robeco Infrastructure Direct-D Equity: Sectoral-Infrastructure Open-ended 31 Aug 2018 1.77 IDFC Arbitrage Direct-DM Hybrid: Arbitrage Open-ended 31 Aug 2018 0.04 * 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 27-08-2018 2936.45 2197.05 739.40 10746.51 7273.60 3472.91 24-08-2018 2502.17 1964.42 537.75 8034.52 5333.63 2700.89 23-08-2018 3242.88 3007.76 235.12 7879.84 7642.78 237.06 21-08-2018 2936.41 2620.34 316.07 5032.00 4946.47 85.53 20-08-2018 2608.57 2045.77 562.80 6566.02 7081.51 -515.49 17-08-2018 2282.37 2179.50 102.87 29.16 81.99 -52.83 16-08-2018 3022.31 2880.33 141.98 5756.06 3886.28 1869.78 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 Aditya Birla Sun Life Tax Relief 96 Direct-Growth 35.2500 2.59 6022.30 - 1.11 Aditya Birla Sun Life Tax Relief 96-Growth 33.5100 2.55 6022.30 - 2.26 IDBI Nifty Junior Index Fund Direct-Growth 24.6135 1.64 52.52 - 0.56 ICICI Prudential Nifty Next 50 Index Direct-Growth 28.1842 1.62 230.54 - 0.44 ICICI Prudential Nifty Next 50 Index Fund-Growth 27.4843 1.61 230.54 - 0.85 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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