Best mutual fund SIP portfolios to invest in 2019

THE ECONOMIC TIMES Fri, Mar 29, 2019 | 08:10 AM IST Mutual Funds Newsletter

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? Do not commit these mistakes while saving tax u/s 80C this FY You hardly have two days to finish your tax-saving investments in this financial year. Book profits in equity mutual funds to escape LTCG tax, say MF advisors After the re-introduction of LTCG tax, equity investors should pay a tax of 10% on long term capital gains of over Rs 1 lakh in a financial year. Choose the best investment to save taxes under Section 80C Equity Linked Saving Scheme (ELSS) or tax saving/planning mutual fund schemes are the best option available under Section 80C. L&T Midcap Fund: Mutual fund review The scheme is a consistent performer despite being in a highly volatile category of mid-sized companies. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth 7.76 16.83 12.55 23.99 JM Core 11 Fund-Growth 7.58 15.75 11.05 22.40 Reliance Large Cap Fund Direct-Growth 8.42 8.83 14.64 18.70 Axis Bluechip Fund Direct Plan-Growth 5.28 6.81 15.65 17.71 Reliance Large Cap Fund-Growth 8.34 8.29 13.48 17.43 FeaturedTata Retirement Savings Fund Progressive Plan Direct-Growth ★★★★★ 8.01 9.20 6.20 19.44 Start SIP A mutual fund portfolio for a new investor If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts. ICICI Pru Mutual Fund launches Bharat Consumption Scheme The benchmark for the Scheme is Nifty India Consumption Index and will be managed by Rajat Chandak and Dharmesh Kakkad.

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 ICICI Pru Bharat Consumption Fund-D Equity: Thematic-Consumption Open-ended 26 Mar 09 Apr 5000.00 ICICI Pru Bharat Consumption Fund Direct-G Equity: Thematic-Consumption Open-ended 26 Mar 09 Apr 5000.00 ICICI Pru Bharat Consumption Fund-G Equity: Thematic-Consumption Open-ended 26 Mar 09 Apr 5000.00 ICICI Pru Bharat Consumption Fund Direct-D Equity: Thematic-Consumption Open-ended 26 Mar 09 Apr 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Aditya Birla SL Equity Hybrid '95-D Hybrid: Aggressive Hybrid Open-ended 29 Mar 2019 2.09 Aditya Birla SL Index-D Equity: Large Cap Open-ended 29 Mar 2019 0.95 Aditya Birla SL Dividend Yield-D Equity: Thematic-Dividend Yield Open-ended 29 Mar 2019 0.19 Aditya Birla SL Dynamic Bond Ret-DQ Debt: Dynamic Bond Open-ended 29 Mar 2019 0.10 Aditya Birla SL Equity Hybrid '95 Direct-D Hybrid: Aggressive Hybrid Open-ended 29 Mar 2019 3.10 * 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 27-03-2019 2897.80 2360.56 537.24 14277.96 12494.72 1783.24 26-03-2019 4178.32 2538.23 1640.09 15960.93 10670.29 5290.64 25-03-2019 2434.06 1726.69 707.37 11751.43 10845.07 906.36 22-03-2019 3016.50 3825.02 -808.52 18856.81 13880.72 4976.09 20-03-2019 2382.17 3200.97 -818.80 15432.73 11833.95 3598.78 19-03-2019 1883.10 2595.63 -712.53 19762.45 12944.83 6817.62 18-03-2019 2087.52 2701.40 -613.88 16729.41 10175.51 6553.90 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 JM Core 11 Direct Plan-Growth 10.0430 2.05 33.50 - 2.76 SBI Banking & Financial Services Fund Direct-Growth 18.6001 2.03 567.30 - 1.65 SBI Banking & Financial Services Fund Regular-Growth 17.9007 2.01 567.30 - 2.47 JM Core 11 Fund-Growth 9.3238 2.00 33.50 - 2.76 L&T Midcap Fund Direct-Growth 141.4700 1.76 3326.53 - 0.93 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 BOI AXA Midcap Tax Fund Series 1 Regular - Growth 8.5500 1.54 77.83 - 2.80 BOI AXA Midcap Tax Fund Series 1 Direct - Growth 8.6300 1.53 77.83 - 2.00 IDBI Equity Advantage Fund Direct-Growth 27.7300 1.50 608.29 - 0.82 JM Tax Gain Direct Plan-Growth 18.2207 1.50 28.91 - 2.75 JM Tax Gain Fund-Growth 16.9238 1.49 28.91 - 2.75 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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