Best value-oriented equity mutual funds to invest in 2018

THE ECONOMIC TIMES Fri, Nov 30, 2018 | 08:12 AM IST Mutual Funds Newsletter

Best value-oriented equity mutual funds to invest in 2018 Value investing is an investment strategy that looks to buy stocks that are trading below their intrinsic value. Do you need dedicated mutual funds for your retirement planning? Everyone is planning for retirement these days. Read this. Jittery debt mutual fund investors dial their advisors Debt mutual fund investors are extremely anxious about the uncertainties in the money market. Best tax saving mutual funds or ELSS to invest in 2018 Looking to save taxes under Section 80C of the Income Tax Act this tax-saving season? Well, here are the best tax-saving plans for you. Give time to your investment, says Sonam Udasi of Tata Mutual Fund Tata Retirement Savings Fund has given 14 per cent returns in the last three years. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth 7.54 -4.20 -4.69 15.10 JM Core 11 Fund-Growth 7.36 -4.69 -5.56 13.63 Axis Bluechip Fund Direct Plan-Growth 7.23 1.45 9.74 13.44 ICICI Prudential Bluechip Fund Institutional I-Growth 3.24 -0.02 0.80 12.67 ICICI Prudential Nifty Next 50 Index Direct-Growth 5.53 -6.42 -8.18 12.67 FeaturedDSP Strategic Bond Direct Plan-Growth ★★★★★ 1.66 4.47 3.96 6.91 Start SIP Best medium duration debt funds to invest in 2018 Investors can use medium duration funds to meet their financial goals that they have to achieve in three years or a little over three years. How mutual fund returns are taxed? Return on your mutual funds attract capital gains tax. How much tax you would pay depends on the type of scheme you have invested, and how much time you stayed with it.

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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 Indiabulls Dynamic Bond Fund Reg-DM Debt: Dynamic Bond Open-ended 16 Nov 30 Nov 500.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit SBI Arbitrage Opportunities-D Hybrid: Arbitrage Open-ended 30 Nov 2018 0.05 SBI Arbitrage Opportunities Direct-D Hybrid: Arbitrage Open-ended 30 Nov 2018 0.05 Aditya Birla SL Tax Relief 96-D Equity: ELSS Open-ended 30 Nov 2018 9.47 Canara Robeco Equity Tax Saver Reg-D Equity: ELSS Open-ended 30 Nov 2018 0.89 Aditya Birla SL Tax Plan-D Equity: ELSS Open-ended 30 Nov 2018 5.58 * 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 28-11-2018 2972.18 2885.17 87.01 13499.17 9911.17 3588.00 27-11-2018 2748.21 2411.10 337.11 11833.28 9030.63 2802.65 26-11-2018 3445.66 2482.14 963.52 10014.97 3960.22 6054.75 22-11-2018 1606.85 1494.32 112.53 7349.16 5493.39 1855.77 21-11-2018 2916.06 2143.44 772.62 47.70 24.62 23.08 20-11-2018 2234.65 2058.23 176.42 16615.10 12740.67 3874.43 19-11-2018 2265.34 2223.49 41.85 14319.78 5697.23 8622.55 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 Banking & Financial Services Fund Regular-Growth 26.7100 3.41 1618.93 - 2.15 Axis Bluechip Fund Direct Plan-Growth 28.6300 3.21 2657.31 - 0.91 Axis Bluechip Fund-Growth 26.7300 3.16 2657.31 - 2.31 Axis Focused 25 Direct Plan-Growth 28.2200 3.07 5636.68 - 0.77 Axis Long Term Equity Direct Plan-Growth 45.1652 2.82 18046.66 - 0.95 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 Baroda Equity Linked Saving Scheme 96 Direct- Growth 45.0800 3.11 144.58 - 2.08 Baroda Equity Linked Saving Scheme 96-Growth 42.1300 3.09 144.58 - 2.87 Canara Robeco Equity Tax Saver Direct- Growth 63.1300 3.02 891.08 - 1.51 Union Tax Saver Fund-Growth 23.1600 3.02 230.19 - 2.77 Edelweiss Tax Advantage Direct Plan-Growth 40.7360 3.01 11.12 - 1.90 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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