Year-end special: Multicap schemes didn't shine in 2018, but don't write them off

THE ECONOMIC TIMES Fri, Dec 28, 2018 | 08:10 AM IST Mutual Funds Newsletter

Year-end special: Multicap schemes didn't shine in 2018, but don't write them off Multicap mutual fund schemes, like other equity mutual fund categories, had a tough year in 2018. Value investing helps to tackle volatility, says Chirag Mehta of Quantum Mutual Fund Quantum Mutual Fund's criteria for stock selection is a four-level process, explained Chirag Mehta. Year-end Special: Only 4% equity mutual funds generated positive alpha in 2018 Around 80 per cent equity mutual fund schemes failed to beat their respective benchmarks in the last year. How to claim money after death of a mutual fund investor? As per law, a joint-holder in the folio or legal heir can claim the proceeds. The process is called transmission. A mutual fund portfolio to create a retirement corpus If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth 1.20 -0.88 -5.43 15.93 JM Core 11 Fund-Growth 1.02 -1.48 -6.38 14.45 Axis Bluechip Fund Direct Plan-Growth 2.17 -0.03 7.72 13.93 ICICI Prudential Bluechip Fund Institutional I-Growth 0.73 2.37 -0.59 13.32 Reliance Large Cap Fund Direct-Growth 0.53 5.22 -0.24 13.21 FeaturedICICI Prudential Nifty Next 50 Index Direct-Growth ★★★★★ 1.78 -0.76 -9.06 12.93 Start SIP Year-end special: Midcap category offers negative returns in 2018 Investors in midcap equity mutual fund schemes were disappointed in 2018. Year-end special: Some challenges will continue in 2019, says Jinesh Gopani of Axis Mutual Fund Axis Mutual Fund is the equity fund house of the year. Axis equity schemes are toppers in almost every equity mutual fund category.

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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 15 Mar 500.00 Sundaram Long Term Tax Advantage Fund Series VI Direct-G Equity: ELSS Closed-end 25 Sep 15 Mar 500.00 Sundaram Long Term Tax Advantage Fund Series VI Direct-D Equity: ELSS Closed-end 25 Sep 15 Mar 500.00 Sundaram Long Term Tax Advantage Fund Series VI Reg-D Equity: ELSS Closed-end 25 Sep 15 Mar 500.00 ICICI Pru Capital Protection Oriented Fund Series XIV Plan B 12O1 Days-G Hybrid: Conservative Hybrid Closed-end 17 Dec 31 Dec 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Franklin India Pension-D Hybrid: Balanced Hybrid Open-ended 28 Dec 2018 0.78 DSP Equity & Bond-D Hybrid: Aggressive Hybrid Open-ended 28 Dec 2018 0.19 Canara Robeco Gilt Reg-D Debt: Gilt Open-ended 28 Dec 2018 0.29 SBI Magnum Gilt-DQ Debt: Gilt Open-ended 28 Dec 2018 0.14 SBI Debt Hybrid-DQ Hybrid: Conservative Hybrid Open-ended 28 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 26-12-2018 2243.75 1783.93 459.82 9799.72 6721.84 3077.88 24-12-2018 1481.55 1148.20 333.35 9603.82 6406.43 3197.39 21-12-2018 3227.67 3451.04 -223.37 7676.20 7740.62 -64.42 20-12-2018 2277.94 1815.19 462.75 13134.08 9765.88 3368.20 19-12-2018 2453.18 2863.04 -409.86 13170.36 9205.24 3965.12 18-12-2018 1685.24 1698.81 -13.57 15613.38 9482.54 6130.84 17-12-2018 1681.94 1770.47 -88.53 10969.11 7554.87 3414.24 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 HDFC Gold Direct Plan-Growth 10.5328 1.49 205.64 - - 0.05 Franklin India Short-term Income Plan Direct-Growth 4092.9150 0.55 11080.88 - - 0.79 Franklin India Short-term Income Plan Institutional Plan-Growth 3222.7060 0.54 11080.88 - - 1.18 Franklin India Short-term Income Plan Retail Plan-Growth 3907.1343 0.54 11080.88 - - 1.57 Aditya Birla Sun Life Gold Fund -Growth 10.0954 0.49 55.05 - - 0.51 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 HDFC Long Term Advantage Direct Plan-Growth 350.3550 -0.92 1548.51 - 1.54 HDFC Long Term Advantage Fund-Growth 338.1810 -0.93 1548.51 - 2.20 LIC MF Tax Direct Plan - Growth 68.2670 -1.02 183.38 - 1.66 LIC MF Tax Plan - Growth 64.5241 -1.04 183.38 - 2.78 Reliance Tax Saver (ELSS) Fund Direct-Growth 56.5795 -1.16 10025.75 - 1.31 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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