Thursday, 20 September 2018

Best midcap mutual funds to invest in 2018

THE ECONOMIC TIMES
Fri, Sep 21, 2018 | 08:09 AM IST

Mutual Funds Newsletter

Best midcap mutual funds to invest in 2018

Midcap stocks may have taken a hit recently. However, investor's fascination for midcap schemes continues unabated.

Sebi changes total expense ratio (TER) of mutual funds

Sebi, in its board meeting on September 18, 2018, approved changes in the total expense ratio (TER) of mutual funds.

Best aggressive hybrid mutual funds to invest in 2018

Are you looking to invest in equity-oriented hybrid schemes, but not sure which one to pick? Here are our recommended schemes.

Lower TER will benefit long-term equity mutual fund investors

Mutual fund advisors believe that equity mutual fund investors will benefit from the cut in total expense ratio in the long-term.

Did mutual fund investors 'really' make money between 2008 and 2013?

Most of us believe that equity mutual funds help to create wealth over a long period. However, a small minority of investors are not convinced.

Top Mutual Funds
SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%)
JM Core 11 Direct Plan-Growth -6.59 5.57 -1.90 18.25
JM Core 11 Fund-Growth -6.66 5.13 -2.70 16.68
ICICI Prudential Nifty Next 50 Index Direct-Growth -2.26 3.81 1.35 15.18
IDBI Nifty Junior Index Fund Direct-Growth -2.26 3.52 0.66 14.82
ICICI Prudential Bluechip Fund Institutional I-Growth -0.73 9.43 9.61 14.80
FeaturedDSP Focus Direct Plan-Growth
★★★★★
-4.83 4.64 1.05 10.25
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Should you stay away from credit-risk mutual funds?

Are you an investor in these schemes? Are you worried about your investments? Well, just hold on to your investments and watch how the scenario is going to unfold.

What happens when your mutual funds are not in line with your investment profile

We typically ask investors to choose their mutual funds based on their financial goals, investment horizon, and risk profile. However, most investors often consider only one of these factors while buying their mutual funds.

TERM OF THE WEEK
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
Franklin India Dynamic Accrual-DQ Debt: Dynamic Bond Open-ended 21 Sep 2018 0.16
Franklin India Corporate Debt A-DQ Debt: Corporate Bond Open-ended 21 Sep 2018 0.36
Franklin India Low Duration-DQ Debt: Low Duration Open-ended 21 Sep 2018 0.16
Franklin India Corporate Debt A-DH Debt: Corporate Bond Open-ended 21 Sep 2018 0.36
Reliance Prime Debt-DQ Debt: Corporate Bond Open-ended 21 Sep 2018 0.17
* 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
17-09-2018 1863.91 1749.43 114.48 3526.98 5297.06 -1770.08
12-09-2018 2799.37 1674.65 1124.72 7365.28 6520.44 844.84
11-09-2018 3174.66 2248.80 925.86 7346.76 8275.68 -928.92
10-09-2018 2707.72 2783.71 -75.99 4472.06 5817.42 -1345.36
07-09-2018 3271.27 2744.07 527.20 8336.57 5902.43 2434.14
06-09-2018 2450.63 1846.20 604.43 9485.40 5815.61 3669.79
05-09-2018 4072.83 3648.04 424.79 11379.83 5837.25 5542.58
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 Gold Fund-Growth 9.7835 1.18 360.15 - - 0.45
HDFC Gold Direct Plan-Growth 10.3457 0.93 218.94 - - 0.05
Reliance Gilt Securities Fund Direct-Growth 24.4492 0.49 994.01 - - 0.69
Reliance Gilt Securities Fund Direct Defined Maturity Date-Growth 24.5139 0.49 994.01 - - 0.69
Reliance Gilt Securities Fund Institutional-Growth 23.2451 0.48 994.01 - - 1.59
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) >>

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