Thursday, 22 November 2018

Best mutual funds to invest in 2018

THE ECONOMIC TIMES
Fri, Nov 23, 2018 | 08:12 AM IST

Mutual Funds Newsletter

Best mutual funds to invest in 2018

There are no changes in our equity mutual fund SIP portfolios this month

Should you invest in Motilal Oswal Nasdaq 100 FOF?

Motilal Oswal AMC has launched a new fund of fund named Motilal Oswal Nasdaq 100 FOF.

TER of regular plan in mutual funds may not fall significantly

Sebi came out with a circular on 'TER and performance disclosure of mutual funds' last month.

Best largecap mutual funds to invest in 2018

Largecap mutual fund schemes are ideal for conservative equity investors looking to create wealth over a long period.

Motilal Oswal AMC cuts TER of its mutual fund schemes

The change is in accordance with the Sebi Circular on 'Total Expense Ratio (TER) and Performance Disclosure for Mutual Funds'.

Top Mutual Funds
SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%)
JM Core 11 Direct Plan-Growth 7.24 -4.08 -5.52 15.46
JM Core 11 Fund-Growth 7.08 -4.55 -6.36 13.98
ICICI Prudential Nifty Next 50 Index Direct-Growth 4.84 -4.41 -8.14 12.67
ICICI Prudential Bluechip Fund Institutional I-Growth 2.40 0.28 0.07 12.60
Axis Bluechip Fund Direct Plan-Growth 4.68 -0.47 6.77 12.55
FeaturedDSP Focus Direct Plan-Growth
★★★★★
4.77 -3.96 -4.62 8.12
Start SIP
How to build an ideal mutual fund portfolio?

Many mutual fund investors are confused about the concept of a mutual fund portfolio.

Equity mutual funds witness lowest redemptions in 12 months

Equity mutual funds saw lowest redemptions in the last 12 months in October, AMFI data shows.

TERM OF THE WEEK
New Fund Offers
Fund Name Category Type Open Close Min Inv
Sundaram Long Term Tax Advantage Fund Series VI Reg-G Equity: ELSS Closed-end 25 Sep 24 Dec 500.00
Sundaram Long Term Tax Advantage Fund Series VI Direct-G Equity: ELSS Closed-end 25 Sep 24 Dec 500.00
Sundaram Long Term Tax Advantage Fund Series VI Direct-D Equity: ELSS Closed-end 25 Sep 24 Dec 500.00
Sundaram Long Term Tax Advantage Fund Series VI Reg-D Equity: ELSS Closed-end 25 Sep 24 Dec 500.00
DSP Healthcare Fund Reg-G Equity: Sectoral-Pharma Open-ended 12 Nov 26 Nov 500.00
More >>
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
Aditya Birla SL Interval Income Qtly Ser I-D Debt: FMP Open-ended 26 Nov 2018 -
Aditya Birla SL Interval Income Qtly Ser I Inst-D Debt: FMP Open-ended 26 Nov 2018 -
Aditya Birla SL Interval Income Qtly Ser I Direct-D Debt: FMP Open-ended 26 Nov 2018 -
Kotak Equity Hybrid Reg-D Hybrid: Aggressive Hybrid Open-ended 26 Nov 2018 0.11
HDFC Balanced Advantage-DM Hybrid: Dynamic Asset Allocation Open-ended 26 Nov 2018 0.31
* 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
19-11-2018 2264.22 2199.27 64.95 14319.78 5697.23 8622.55
16-11-2018 2698.44 2862.49 -164.05 7455.64 5608.98 1846.66
15-11-2018 2512.12 2503.82 8.30 8720.00 6037.18 2682.82
14-11-2018 3651.95 3439.81 212.14 9858.79 7075.08 2783.71
13-11-2018 2075.76 1533.07 542.69 7720.74 5036.54 2684.20
12-11-2018 1504.06 2377.20 -873.14 6551.55 4896.85 1654.70
09-11-2018 2074.24 2217.89 -143.65 10429.68 6360.75 4068.93
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
ICICI Prudential Regular Savings Fund Direct-Growth 42.5634 0.35 1632.06 - 1.28
ICICI Prudential Regular Savings Fund-Growth 40.6666 0.34 1632.06 - 1.86
Aditya Birla Sun Life Financial Planning Fund FoF Aggressive Plan Direct-Growth 22.3598 0.31 123.78 - 0.66
Baroda Pioneer Short Term Bond Direct Fund-Growth 19.9056 0.31 224.90 - - 0.57
Reliance Gilt Securities Fund Direct-Growth 25.1800 0.30 959.75 - - 0.69
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
Sundaram Long Term Tax Advantage Fund Series III Direct - Growth 8.4296 0.84 48.50 - 0.87
Sundaram Long Term Tax Advantage Fund Series III Regular - Growth 8.3328 0.81 48.50 - 2.62
Sundaram Long Term Tax Advantage Fund Series IV Direct - Growth 9.6962 0.59 29.36 - 2.57
Sundaram Long Term Tax Advantage Fund Series IV Regular - Growth 9.6736 0.58 29.36 - 3.15
SBI Tax Advantage Fund Series II- Growth 33.2536 0.45 25.31 - 2.95
Click here to view all TMF ( All Ratings) >>

QUICK LINKS - MUTUAL FUND STATS

More Newsletters

Daily Newsletter

Special stories that round up the major developments of the day ET More Newsletter

Markets Watch

Round up of stock, currency, bond, money and real estate market ET More Newsletter

ET Investment Opportunities

Property, Stocks, IPOs, NFOs, Mutual Funds and latest investment options in your inbox. ET More Newsletter

Wealth

Weekly news on personal finance, stocks, property, gold, tax planning and more. ET More Newsletter
View All
Follow Us on ET:
Facebook Twitter YouTube LinkedIn
About us| Advertise with us| Feedback| Sitemap| Code of Ethics
© 2018 Times Internet Limited.
To ensure delivery directly to your inbox, please add etnotifications@indiatimes.com to your address book today.
If you are having trouble viewing this newsletter, please click here
To unsubscribe or edit your subscriptions please click here

No comments:

Post a Comment