Thursday 30 May 2019

Best mutual funds to invest in 2019

THE ECONOMIC TIMES
Fri, May 31, 2019 | 08:11 AM IST

Mutual Funds Newsletter

Best mutual funds to invest in 2019

Our list of top mutual fund schemes that you may consider to invest in 2019.

Infrastructure mutual funds offered 62% in 2014 when Modi won. Will they repeat the performance?

All the 21 funds in the category were positive, and the lowest return offered by the category was 23 per cent in 2014.

Small and mid caps revival on cards; should mutual fund investors join the party?

Many stock market pundits believe that mid cap and small cap stocks are likely to bounce bank in the current rally in the market.

Short duration mutual funds are the best for most investors, says R Sivakumar, Axis Mutual Fund

Most Axis debt funds across categories have been performing well in the last one year.

Many international mutual funds are in red. Are they still good for diversification?

The international mutual fund category is offering negative returns in the short-term.

Top Mutual Funds
SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%)
Reliance Large Cap Fund Direct-Growth 2.23 11.18 14.85 17.96
JM Core 11 Direct Plan-Growth -0.93 12.08 7.38 17.52
Mirae Asset Large Cap Fund Direct- Growth 1.41 8.90 12.80 17.31
Reliance Large Cap Fund-Growth 2.17 10.68 13.76 16.73
Axis Bluechip Fund Direct Plan-Growth 2.82 10.93 12.54 16.63
FeaturedMotilal Oswal Multicap 35 Fund Direct-Growth
★★★★★
2.52 7.01 0.85 15.22
Start SIP
How much should you invest to become a crorepati? Check this calculator

We have explained both the excel formula and the non-excel formula to calculate the required amount to create the target corpus of Rs 1 crore. Non-excel formula will require you to sit with a pen, paper, and a calculator. You may choose a method that works for you.

19% returns in three months; is it time to bet on banking sector mutual funds?

The toppers in the category have offered around 23 per cent returns in both three months and one-year horizon.

TERM OF THE WEEK
New Fund Offers
Fund Name Category Type Open Close Min Inv
DSP Quant Fund Reg-G Equity: Thematic Open-ended 20 May 03 Jun 500.00
DSP Quant Fund Reg-D Equity: Thematic Open-ended 20 May 03 Jun 500.00
DSP Quant Fund Direct-G Equity: Thematic Open-ended 20 May 03 Jun 500.00
DSP Quant Fund Direct-D Equity: Thematic Open-ended 20 May 03 Jun 500.00
YES Ultra Short Term Fund Reg-DD Debt: Ultra Short Duration Open-ended 24 May 06 Jun 1000.00
More >>
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
Canara Robeco Conservative Hybrid Reg-DM Hybrid: Conservative Hybrid Open-ended 31 May 2019 0.07
SBI Arbitrage Opportunities-D Hybrid: Arbitrage Open-ended 31 May 2019 0.05
ICICI Pru Equity Arbitrage-D Hybrid: Arbitrage Open-ended 31 May 2019 0.06
Canara Robeco Equity Hybrid Reg-DM Hybrid: Aggressive Hybrid Open-ended 31 May 2019 0.61
Canara Robeco Short Duration Reg-DM Debt: Short Duration Open-ended 31 May 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
29-05-2019 1165.78 1128.81 36.97 6061.44 3824.54 2236.90
28-05-2019 2959.34 2872.14 87.20 13044.46 8866.69 4177.77
27-05-2019 2830.22 2994.04 -163.82 11762.15 9636.67 2125.48
24-05-2019 2846.58 2656.59 189.99 10727.45 9735.41 992.04
23-05-2019 4718.47 4958.29 -239.82 17473.19 11372.50 6100.69
22-05-2019 2569.56 2503.99 65.57 11198.58 7986.41 3212.17
21-05-2019 1981.22 3039.57 -1058.35 13085.27 14010.70 -925.43
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
L&T Infrastructure Fund Direct-Growth 17.3500 5.02 1840.41 - 1.10
L&T Infrastructure Fund-Growth 16.4900 4.96 1840.41 - 2.18
HDFC Small Cap Fund Direct- Growth 47.3580 4.59 6456.90 - 0.77
HDFC Small Cap Fund Regular-Growth 44.1710 4.57 6456.90 - 2.02
SBI Small Cap Fund Direct-Growth 56.3573 4.18 1609.40 - 1.26
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 III Direct-Growth 10.9907 5.57 110.70 - 1.21
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular-Growth 10.7837 5.56 110.70 - 1.42
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct - Growth 9.2417 5.34 46.32 - 1.11
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular - Growth 9.1012 5.33 46.32 - 1.40
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular - Growth 8.3350 5.29 41.28 - 1.40
Click here to view all TMF ( All Ratings) >>

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