Top international fund offered 27% in a year. Is it time to invest in overseas funds?

THE ECONOMIC TIMES Fri, Nov 02, 2018 | 08:12 AM IST Mutual Funds Newsletter

Top international fund offered 27% in a year. Is it time to invest in overseas funds? Indian equity mutual fund investors may be brooding over negative returns in the last year. However, investors in international mutual funds are all smiles. 'Foreign junkets for mutual fund distributors may continue' Mutual fund houses may continue with the practice of sponsored foreign junkets for their distributors. Are you planning to stop your SIPs in equity mutual funds? Some mutual fund investors are spooked by the turmoil in the market. They calling their advisors, asking whether they should stop their Systematic Investment Plans (SIPs). Some even want to know whether they should sell their investments. A horizon of 5 years reduces chances of negative returns: Rajeev Thakkar, CIO, PPFAS MF In his first annual note, Rajeev Thakkar, CIO, PPFAS Mutual Funds, explains the rationale behind the minimum time period of '5 years.' Debt mutual funds outperform equity schemes in one year Most equity schemes are underperforming the debt schemes 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 -2.14 -8.88 -9.54 14.71 JM Core 11 Fund-Growth -2.20 -9.26 -10.27 13.25 ICICI Prudential Bluechip Fund Institutional I-Growth -3.64 -2.68 -1.24 12.01 ICICI Prudential Nifty Next 50 Index Direct-Growth -2.15 -12.49 -10.03 11.68 IDBI Nifty Junior Index Fund Direct-Growth -2.06 -12.26 -10.18 11.43 FeaturedDSP Equity Savings Fund Direct-Growth ★★★★★ -0.39 -2.65 0.10 NaN Start SIP 'Absence of Aadhaar-based e-KYC unlikely to impact business' Mutual fund advisors offering direct plans on their online platforms do not believe that curbing Aadhaar based e-KYC would hit their business in a big way. Basic premise of SIP is to cash in on volatility: Anand Radhakrishnan of Franklin Templeton AMC Does the current volatility in the stock market bother you?

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 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 Mahindra Rural Bharat And Consumption Yojana Direct-G Equity: Thematic Open-ended 19 Oct 02 Nov 1000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Franklin India Technology-D Equity: Sectoral-Technology Open-ended 02 Nov 2018 1.76 Franklin India Opportunities-D Equity: Thematic Open-ended 02 Nov 2018 1.37 Franklin India Opportunities Direct-D Equity: Thematic Open-ended 02 Nov 2018 1.37 Franklin India Technology Direct-D Equity: Sectoral-Technology Open-ended 02 Nov 2018 1.76 ICICI Pru Equity Savings-DM Hybrid: Equity Savings Open-ended 02 Nov 2018 0.09 * 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 31-10-2018 5032.83 2957.19 2075.64 4757.79 5296.89 -539.10 30-10-2018 2889.79 1578.88 1310.91 6203.32 9580.69 -3377.37 29-10-2018 4674.64 2050.85 2623.79 7578.37 8377.53 -799.16 26-10-2018 3459.62 1620.40 1839.22 9593.74 5774.33 3819.41 25-10-2018 6195.46 6880.02 -684.56 5932.19 5516.34 415.85 24-10-2018 4370.90 2464.39 1906.51 7903.50 7408.09 495.41 23-10-2018 3999.53 2802.38 1197.15 8579.66 6309.64 2270.02 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 Build India Direct Fund-Growth 40.3062 5.50 1183.38 - 1.08 Franklin Build India Fund-Growth 37.6575 5.47 1183.38 - 2.27 ICICI Prudential Banking and Financial Services Direct Plan-Growth 60.0100 5.47 2669.80 - 2.01 ICICI Prudential Banking and Financial Services-Growth 56.4600 5.45 2669.80 - 2.01 IDBI Nifty Junior Index Fund Direct-Growth 21.2367 5.39 52.93 - 0.27 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 UTI Long Term Advantage Fund Series III Direct-Growth 13.5161 6.48 352.50 - 2.41 UTI Long Term Advantage Fund Series III Regular-Growth 12.9053 6.45 352.50 - 2.41 UTI Long Term Advantage Fund - Series IV Direct - Growth 10.1024 6.31 154.83 - 2.39 UTI Long Term Advantage Fund - Series IV Regular - Growth 9.7356 6.28 154.83 - 2.39 UTI Long Term Advantage Fund - Series V Direct - Growth 9.4057 6.16 148.10 - 2.39 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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