Why did your multi asset funds fail to benefit from upside in gold?

To keep you updated, we send Mutual Funds Newsletter to your mailbox. In case, you wish to Unsubscribe Click Here

THE ECONOMIC TIMES Fri, Jul 17, 2020 | 08:08 AM IST Mutual Funds Newsletter

Why did your multi asset funds fail to benefit from upside in gold? Multi asset allocation funds are marketed as a one-stop solution to investors looking to have a diversified and balanced portfolio. These schemes typically have a mixed portfolio – usually in equity, debt, and gold. Good businesses across sectors should do well, says Gaurav Mishra of Mirae Asset Large cap mutual fund category has seen net outflows in June. Are investors doubting the dependability of the category that is supposed to do well in uncertain times? Value investing can never be dead, says Jimmy Patel of Quantum Mutual Fund The value Investing theme has not been able to generate value or build wealth for investors effectively, particularly over the last few months. Why are your mutual fund investments not giving as much returns as stocks? Most investors don't invest in the stock market as they think it is a gamble. I would say that's fine. Then there is another set of investors who invest in the stock market and want to build wealth to fulfil their dreams. Franklin Templeton MF receives Rs 1,252 crore payment from Vodafone Idea There are six schemes -- Franklin India Ultra Short Bond Fund, Franklin India Low Duration, Franklin India Short Term Income Plan, Franklin India Credit Risk Fund, Franklin India Dynamic Accrual Fund, and Franklin India Income Opportunities Fund -- that had made investments in Vodafone Idea. Top Mutual Funds SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%) Axis Bluechip Fund Direct Plan-Growth ★★★★★ 10.19 1.35 -8.76 6.47 Invest Now Axis Bluechip Fund-Growth ★★★★★ 8.74 0.10 -9.36 6.30 Invest Now Canara Robeco Bluechip Equity Fund Direct-Growth ★★★★★ 8.23 4.89 -5.77 7.13 Invest Now Canara Robeco Bluechip Equity Fund Regular-Growth ★★★★★ 6.91 3.46 -6.43 6.98 Invest Now HDFC Index Sensex Fund-Growth ★★★★★ 5.04 -6.34 -12.78 8.91 Invest Now Are investors losing faith in mutual funds? Mutual fund advisors and financial planners believe that profit booking is not the only reason for the sharp fall in mutual fund net inflows in June. If we are able to get process right, performance will take care of itself, says Jinesh Gopani of Axis MF Since our inception in 2009, the core philosophy of the investment process has been a steadfast adherence to quality. We at Axis, have always remained true to our investment strategy, says Jinesh Gopani.

TERM OF THE WEEK Bullish Trend Bullish Trend is an upward trend in the prices of an industry's stocks or the overall rise... read more

New Fund Offers Fund Name Category Type Open Close Min Inv Mirae Asset Banking And PSU Debt Fund Reg-G Debt: Banking and PSU Open-ended 08 Jul 20 Jul 5000.00 Mirae Asset Banking And PSU Debt Fund Reg-D Debt: Banking and PSU Open-ended 08 Jul 20 Jul 5000.00 Mirae Asset Banking And PSU Debt Fund Direct-G Debt: Banking and PSU Open-ended 08 Jul 20 Jul 5000.00 Mirae Asset Banking And PSU Debt Fund Direct-D Debt: Banking and PSU Open-ended 08 Jul 20 Jul 5000.00 BHARAT Bond FOF - April 2025 Reg-G Debt: Medium Duration Open-ended 14 Jul 17 Jul 1000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Principal Hybrid Equity-DM Hybrid: Aggressive Hybrid Open-ended 17 Jul 2020 0.16 Franklin India Dynamic Asset Allocation FoF-D Hybrid: Dynamic Asset Allocation Open-ended 17 Jul 2020 0.75 Principal Balanced Advantage-DM Hybrid: Dynamic Asset Allocation Open-ended 17 Jul 2020 0.07 Franklin India Dynamic Asset Allocation FoF Direct-D Hybrid: Dynamic Asset Allocation Open-ended 17 Jul 2020 0.75 Principal Balanced Advantage Direct-DM Hybrid: Dynamic Asset Allocation Open-ended 17 Jul 2020 0.07 * 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 13-07-2020 1252.19 2060.64 -808.45 4742.11 2627.52 2114.59 10-07-2020 1854.72 2463.45 -608.73 8234.67 5230.00 3004.67 09-07-2020 2069.87 2613.98 -544.11 9499.70 7101.38 2398.32 08-07-2020 2504.21 3346.39 -842.18 9092.77 7230.28 1862.49 07-07-2020 2391.15 3018.92 -627.77 7545.21 4984.87 2560.34 06-07-2020 2639.07 2671.11 -32.04 6461.99 4793.98 1668.01 03-07-2020 1620.99 2435.82 -814.83 8987.69 4426.29 4561.40 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 DSP Midcap Regular Plan-Growth 55.1890 0.67 6370.74 - 1.93 Kotak Dynamic Bond Fund Direct-Growth 29.7275 0.50 1132.81 - - 0.45 IDFC Credit Risk Fund Direct - Growth 13.0701 0.50 1013.88 - - 0.66 Baroda Conservative Hybrid Fund Direct-Growth 29.2896 0.49 22.55 - 1.22 IDFC Credit Risk Fund Regular - Growth 12.6360 0.49 1013.88 - - 1.59 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 98.8699 1.97 9.03 - 0.57 Quant Tax Plan-Growth 95.3410 1.94 9.03 - 2.48 Parag Parikh Tax Saver Fund Direct - Growth 10.9558 0.86 37.69 - 1.16 Parag Parikh Tax Saver Fund Regular - Growth 10.8240 0.83 37.69 - 2.46 Taurus Tax Shield Direct-Growth 78.2200 0.77 54.93 - 0.93 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

More Newsletters

Daily Newsletter Special stories that round up the major developments of the day

Markets Watch Round up of stock, currency, bond, money and real estate market

ET Investment Opportunities Property, Stocks, IPOs, NFOs, Mutual Funds and latest investment options in your inbox.

Wealth Weekly news on personal finance, stocks, property, gold, tax planning and more.

View All

Follow Us on ET:

About us| Advertise with us| Feedback| Sitemap| Code of Ethics © 2020 Times Internet Limited.

To ensure delivery directly to your inbox, please add newsletter@economictimesnews.com to your address book today. If you are having trouble viewing this newsletter, please click here

To unsubscribe or edit your subscriptions please click here