#10YearChallenge: 70 equity mutual fund schemes grew over 5x

THE ECONOMIC TIMES Fri, Feb 01, 2019 | 08:10 AM IST Mutual Funds Newsletter

#10YearChallenge: 70 equity mutual fund schemes grew over 5x #10YearChallenge is doing the rounds in the social media. Sure, the `then' and `now' photos help us to realise how many kilos we have piled on in a decade. Do your mutual funds have exposure to Essel Group? Here's what you should do Many investors are concerned about the impact the Essel Group fiasco will have on their mutual fund investments. Best dynamic bond mutual funds to invest in 2019 If an investor is unable to take a call on interest rates and change debt mutual fund allocations accordingly, he or she is better off in a dynamic bond fund. Are your debt mutual funds in big trouble? Three mutual fund houses – Aditya Birla Sun Life Mutual Fund, Franklin Templeton, and HDFC Mutual Fund – have individual investments of more than Rs 1,000 crore in the Essel Group. Should you shift to 'safer' overnight funds from liquid mutual funds? Suddenly, most investors are concerned about their mutual fund investments. And debt mutual fund investors are worried the most. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth -1.63 -9.50 -5.85 18.61 JM Core 11 Fund-Growth -1.81 -10.16 -6.92 17.09 Reliance Large Cap Fund Direct-Growth -2.16 -2.07 -3.77 15.34 Axis Bluechip Fund Direct Plan-Growth -0.86 -5.96 5.90 15.30 ICICI Prudential Bluechip Fund Institutional I-Growth -1.88 -4.23 -3.91 14.62 FeaturedCanara Robeco Emerging Equities Fund Regular-Growth ★★★★★ -1.40 -8.81 -8.71 14.87 Start SIP Why ELSS is the best tax-saving option for you We would tell you why you should consider investing in Equity Linked Saving schemes (ELSS) or tax-saving mutual fund schemes this year. Aggressive hybrid funds can give 3-4 per cent extra than FDs, says Rahul Baijal of Sundaram Mutual Most aggressive hybrid schemes had a rough year in 2018. Most of them were in red, while just two schemes managed positive returns.

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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 Edelweiss Small Cap Fund Reg-G Equity: Small Cap Open-ended 18 Jan 01 Feb 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Franklin India Bluechip-D Equity: Large Cap Open-ended 01 Feb 2019 2.74 Franklin India Bluechip Direct-D Equity: Large Cap Open-ended 01 Feb 2019 2.74 UTI Fixed Term Income Sr XXIII-XIII (1100D) Reg-D Debt: FMP Closed-end 01 Feb 2019 - UTI Fixed Term Income Sr XXIII-XIII (1100D) Reg-DQ Debt: FMP Closed-end 01 Feb 2019 - UTI Fixed Term Income Sr XXIII-XIII (1100D) Reg-DY Debt: FMP Closed-end 01 Feb 2019 - * 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 30-01-2019 3708.09 2883.83 824.26 9863.48 9727.88 135.60 29-01-2019 2723.16 2349.75 373.41 12006.17 10575.24 1430.93 28-01-2019 2665.61 2391.88 273.73 11187.87 7950.62 3237.25 25-01-2019 1931.81 1876.45 55.36 6787.28 4322.31 2464.97 24-01-2019 1636.26 1277.63 358.63 4503.74 3801.17 702.57 23-01-2019 2412.59 1582.43 830.16 5789.92 4838.76 951.16 22-01-2019 2217.10 2111.45 105.65 7913.87 5767.92 2145.95 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 Invesco India Gold Fund Direct-Growth 10.5213 3.59 12.65 - - 0.25 Aditya Birla Sun Life Gold Fund -Growth 10.3604 1.45 58.72 - - 0.51 SBI Banking & Financial Services Fund Direct-Growth 16.9189 0.54 567.30 - 1.65 SBI Banking & Financial Services Fund Regular-Growth 16.2999 0.52 567.30 - 2.67 Mirae Asset Hybrid Equity Fund Direct-Growth 14.8460 0.47 1361.67 - 0.36 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 DHFL Pramerica Long Term Equity Fund Direct-Growth 14.1300 0.36 303.86 - 1.04 DHFL Pramerica Tax Plan Direct-Growth 32.0000 0.34 34.48 - 2.83 Mirae Asset Tax Saver Fund Direct-Growth 17.2260 0.31 1164.27 - 0.34 DHFL Pramerica Tax Plan-Growth 29.3400 0.31 34.48 - 2.83 DHFL Pramerica Long Term Equity Fund Regular-Growth 13.5400 0.30 303.86 - 2.68 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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