Multicap category is the only unconstrained one now, Harshad Patwardhan of Edelweiss MF

THE ECONOMIC TIMES Fri, Dec 14, 2018 | 08:11 AM IST Mutual Funds Newsletter

Multicap category is the only unconstrained one now, Harshad Patwardhan of Edelweiss MF If you are owning just one mutual fund scheme, what it should be? Take a guess. It must be a smallcap scheme, right? Is 'rolling return' the best way to measure performance of mutual funds? Which is the first and the most common criteria to choose equity mutual funds? What should be your first equity mutual fund scheme? According to mutual fund advisors, ELSS is the best possible introduction to mutual funds. Firstly, they will help you save taxes and secondly, ELSSs have a mandatory lock-in period of three years. This helps first-time investors to weather volatility, typically associated with the stock market. Should you alter your debt mutual fund strategy due to rising bond yields? Mutual fund managers say debt mutual fund investors should be prepared to see NAVs of their schemes dropping a little in the coming days How to set up an SWP to ensure regular income after retirement An SWP or Systematic Withdrawal Plan is the buzzword among retirees these days. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth 1.94 -3.16 -1.88 16.93 JM Core 11 Fund-Growth 1.77 -3.70 -2.82 15.44 Axis Bluechip Fund Direct Plan-Growth 4.98 0.31 11.21 15.36 ICICI Prudential Nifty Next 50 Index Direct-Growth 2.19 -5.55 -5.45 14.40 Reliance Large Cap Fund Direct-Growth 1.10 1.22 2.59 14.29 FeaturedDSP Equity Opportunities Direct Plan-Growth ★★★★★ 1.81 -3.47 -5.68 14.25 Start SIP ETWIW: Multicap funds, financial planning errors, and efficient tax planning in Kolkata Do multicap mutual fund schemes make more sense after the recent re-categorisation exercise by Sebi? Don't be adventurous because of positive news, say mutual fund advisors Suddenly, there is a flood of good news. The latest RBI policy has raised hopes of rate cuts in future.

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 Axis Capital Builder Fund Series 4 (1582 Days) Direct-D Equity: Multi Cap Closed-end 03 Dec 14 Dec 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Templeton India Value-D Equity: Value Oriented Open-ended 14 Dec 2018 5.75 Templeton India Value Direct-D Equity: Value Oriented Open-ended 14 Dec 2018 5.75 Franklin India FMP Series 2 Plan B (1224 Days) Reg-D Debt: FMP Closed-end 14 Dec 2018 0.29 Franklin India FMP Series 2 Plan B (1224 Days) Reg-DQ Debt: FMP Closed-end 14 Dec 2018 0.14 Franklin India FMP Series 3 Plan B (1139 Days) Reg-DQ Debt: FMP Closed-end 14 Dec 2018 0.14 * 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 12-12-2018 3294.93 2061.79 1233.14 9696.47 7741.90 1954.57 11-12-2018 3789.20 2293.92 1495.28 9914.59 6977.77 2936.82 10-12-2018 2726.60 3057.50 -330.90 10520.98 10213.56 307.42 07-12-2018 2465.95 1882.94 583.01 7240.98 7077.27 163.71 06-12-2018 2174.22 2117.89 56.33 13043.25 10177.56 2865.69 05-12-2018 1599.10 1954.21 -355.11 17192.45 9795.60 7396.85 04-12-2018 1638.67 1907.18 -268.51 11453.91 6357.93 5095.98 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 Banking & Financial Services Fund Direct-Growth 16.9127 3.74 563.85 - 1.47 ICICI Prudential Banking and Financial Services Direct Plan-Growth 63.0700 3.73 2669.80 - 1.18 SBI Banking & Financial Services Fund Regular-Growth 16.3161 3.72 563.85 - 2.77 ICICI Prudential Banking and Financial Services-Growth 59.2700 3.71 2669.80 - 2.08 IDBI Nifty Junior Index Fund Direct-Growth 22.0437 3.41 52.93 - 0.23 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 VI Direct - Growth 8.7558 4.36 404.75 - 2.55 UTI Long Term Advantage Fund - Series VI Regular - Growth 8.5831 4.31 404.75 - 2.55 UTI Long Term Advantage Fund - Series VII Direct - Growth 8.9587 4.31 259.25 - 2.62 UTI Long Term Advantage Fund - Series VII Regular - Growth 8.8092 4.27 259.25 - 2.62 IDBI Equity Advantage Fund Direct-Growth 27.9900 3.59 651.57 - 0.82 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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