Thursday, 10 January 2019

Best mutual funds to invest in 2019

THE ECONOMIC TIMES
Fri, Jan 11, 2019 | 08:10 AM IST

Mutual Funds Newsletter

Best mutual funds to invest in 2019

Our list of top mutual fund schemes that you can invest in 2019.

Beware of LTCG tax while recycling your ELSS mutual funds

Mutual fund advisors call it a bad habit, but some mutual fund investors cannot help recycling their ELSS or tax saving mutual fund investments at regular intervals.

Should investors worry about P/E ratio of mutual funds?

Price to earnings or P/E ratio is an important parameter in the world of stocks.

Best mutual fund SIP portfolios to invest in 2019

Are you looking for an equity mutual fund portfolio to achieve your long-term financial goals?

How many ELSS funds should you have in your MF portfolio?

Many mutual fund investors opt for equity linked saving schemes to save taxes under Section 80C of the Income Tax Act.

Top Mutual Funds
SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%)
JM Core 11 Direct Plan-Growth 3.62 -5.17 -7.27 17.17
JM Core 11 Fund-Growth 3.43 -5.80 -8.26 15.67
Reliance Large Cap Fund Direct-Growth 5.79 4.67 0.43 15.12
ICICI Prudential Bluechip Fund Institutional I-Growth 4.17 0.66 -0.69 14.69
ICICI Prudential Bluechip Fund Direct-Growth 4.18 0.66 -0.70 14.69
FeaturedDSP Equity Opportunities Direct Plan-Growth
★★★★★
4.52 -1.27 -9.40 14.08
Start SIP
Investors remain aloof to NPS despite govt, corporate push

NPS or National Pension System is yet to find widespread acceptance among the working population in the country, say investment advisors.

Mutual funds garner Rs 8,022 crore via SIP in December

Retail investors continue to pour in money in mutual funds through SIP.

TERM OF THE WEEK
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
Shriram Long Term Equity Fund Reg-D Equity: ELSS Open-ended 17 Dec 18 Jan 500.00
More >>
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
Invesco India Mid Cap-D Equity: Mid Cap Open-ended 11 Jan 2019 2.21
Invesco India Mid Cap Direct-D Equity: Mid Cap Open-ended 11 Jan 2019 2.21
Edelweiss Arbitrage Reg-D Hybrid: Arbitrage Open-ended 14 Jan 2019 0.05
Edelweiss Arbitrage Direct-D Hybrid: Arbitrage Open-ended 14 Jan 2019 0.05
Kotak Equity Savings Reg-DM Hybrid: Equity Savings Open-ended 14 Jan 2019 0.04
* 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
09-01-2019 2738.23 2518.76 219.47 10006.40 8185.30 1821.10
08-01-2019 2692.36 1932.12 760.24 7335.56 6071.67 1263.89
07-01-2019 1858.83 1921.46 -62.63 8720.22 5890.54 2829.68
04-01-2019 2196.90 1705.17 491.73 9679.99 7157.96 2522.03
03-01-2019 2017.31 1573.36 443.95 10440.35 8006.38 2433.97
02-01-2019 2006.26 1803.77 202.49 12896.47 8992.69 3903.78
01-01-2019 1209.01 679.62 529.39 16251.08 6005.47 10245.61
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
ICICI Prudential Banking and Financial Services Direct Plan-Growth 66.2000 3.04 2507.49 - 1.18
ICICI Prudential Banking and Financial Services-Growth 62.1600 3.02 2507.49 - 2.08
Quant Active Fund-Growth 181.8753 2.95 6.14 - 2.50
Quant Tax Plan Direct-Growth 93.9271 2.66 7.76 - 1.90
Quant Tax Plan-Growth 92.5200 2.64 7.76 - 2.50
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
Quant Tax Plan Direct-Growth 93.9271 2.66 7.76 - 1.90
Quant Tax Plan-Growth 92.5200 2.64 7.76 - 2.50
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan - Growth 385.3500 2.34 5383.52 - 1.34
ICICI Prudential Long Term Equity Fund (Tax Saving)- Growth 362.7300 2.32 5383.52 - 2.27
SBI Magnum Taxgain Direct Plan-Growth 143.7008 2.27 6229.81 - 1.55
Click here to view all TMF ( All Ratings) >>

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