New Year special: Best mutual funds for new investors in 2019

THE ECONOMIC TIMES Fri, Jan 04, 2019 | 08:10 AM IST Mutual Funds Newsletter

New Year special: Best mutual funds for new investors in 2019 Many individuals firm up their plans to invest in mutual funds in the New Year. And 2019 is not different. Year-end special: Direct mutual fund investors need to do thorough homework in 2019 Many mutual fund investors are in a contemplative mood at the end the year. New Year special: Should you switch to passive mutual funds in 2019? Only four per cent actively-managed mutual fund schemes managed to generate positive alpha for the investors in the last year. How to make money from mutual funds in 2019 Mutual funds sahi hai: Nobody doubts the veracity of the statement. Five frequently asked mutual fund questions in 2018 Equity investment is not advisable for a short term horizon. The returns can be highly volatile and you can also see negative returns. Don't put your money in equity unless you have time horizon of five years or more. The best way to park the money for one year is bank fixed deposit or liquid funds of mutual funds which can give you around 7 per cent return before tax. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth -0.00 -0.74 -4.17 15.34 JM Core 11 Fund-Growth -0.18 -1.37 -5.16 13.87 Axis Bluechip Fund Direct Plan-Growth -0.14 -1.00 8.25 13.19 Reliance Large Cap Fund Direct-Growth -0.35 4.36 -0.34 12.59 ICICI Prudential Bluechip Fund Institutional I-Growth -1.36 0.65 -1.29 12.46 FeaturedMirae Asset India Equity Fund Regular- Growth ★★★★★ -1.73 1.79 -1.47 13.32 Start SIP Year-end special: Reviewing your mutual fund portfolio? Remember these points As 2018 comes to an end, many mutual fund investors are in introspective mood. Mutual fund advisors share investment tips for 2019 Mutual fund advisors believe that 2019 is going to be a volatile year for equity mutual fund investors.

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 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 Franklin India Dynamic PE Ratio FoF-D Hybrid: Dynamic Asset Allocation Open-ended 04 Jan 2019 0.61 Reliance Q Interval Series I Inst-D Debt: FMP Open-ended 04 Jan 2019 0.00 Reliance Q Interval Series I Retail-D Debt: FMP Open-ended 04 Jan 2019 0.00 Franklin Build India-D Equity: Sectoral-Infrastructure Open-ended 04 Jan 2019 1.77 Franklin Build India Direct-D Equity: Sectoral-Infrastructure Open-ended 04 Jan 2019 1.77 * 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 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 31-12-2018 1562.55 926.77 635.78 7876.00 12235.40 -4359.40 28-12-2018 2425.19 1034.08 1391.11 15308.50 9210.47 6098.03 27-12-2018 4403.65 5555.44 -1151.79 11536.15 7149.59 4386.56 26-12-2018 2244.31 1790.76 453.55 9804.68 6721.84 3082.84 24-12-2018 1481.55 1148.20 333.35 9603.82 6406.43 3197.39 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 10.1096 1.36 12.46 - - 0.25 Aditya Birla Sun Life Gold Fund -Growth 10.2171 1.21 55.05 - - 0.51 ICICI Prudential Banking and Financial Services Direct Plan-Growth 64.2500 0.52 2669.80 - 1.18 ICICI Prudential Banking and Financial Services-Growth 60.3400 0.50 2669.80 - 2.08 Aditya Birla Sun Life Financial Planning Fund FoF Aggressive Plan Direct-Growth 22.6383 0.39 123.78 - 0.66 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 Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct - Growth 8.9854 1.00 52.98 - 2.02 Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular - Growth 8.8672 0.99 52.98 - 2.79 BOI AXA Midcap Tax Fund Series 1 Direct - Growth 8.3500 0.97 92.64 - 2.00 BOI AXA Midcap Tax Fund Series 1 Regular - Growth 8.2900 0.97 92.64 - 2.80 SBI Tax Advantage Fund Series III Direct Growth 23.1894 0.87 21.72 - 1.77 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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