Thursday 28 September 2017

Best largecap mutual fund schemes to invest in 2017

THE ECONOMIC TIMES
Fri, Sep 29, 2017 | 08:13 AM IST

Mutual Funds Newsletter

Best largecap mutual fund schemes to invest in 2017

Largecap mutual fund schemes are suitable for equity investors with low risk appetite. They offer stable moderate returns.

'The growth phase in pharma will come back in FY 19'

ET.com Mutual Funds spoke to Sonam Udasi, Fund Manager, Tata India Pharma & HealthCare Fund, to find out what is in store for the sector.

NFO review: BNP Paribas Focused 25 Equity Fund

BNP Paribas Asset Management has launched BNP Paribas Focused 25 Equity Fund. The new fund offer (NFO) is currently open and it will close for subscription on 29 September.

‎Are mutual fund schemes with concentrated portfolios a better choice?

A scheme following the concentrated approach typically holds around 20-25 stocks in their portfolio, whereas a diversified portfolio usually has around 40-75 stocks.

NFO review: Indiabulls Tax Savings Fund

Indiabulls Mutual Fund has launched Indiabulls Tax Savings Fund, an Equity Linked Savings Scheme (ELSS). The NFO closes for subscription on 20 December.

Top Mutual Funds
SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%)
Mirae Asset India Opportunities Fund Direct- Growth -0.91 12.01 19.58 16.06
Invesco India Growth Fund Direct-Growth 0.25 14.52 19.96 15.49
Motilal Oswal MOSt Focused 25 Fund Direct-Growth -2.25 11.00 17.43 15.30
Mirae Asset India Opportunities Fund Regular- Growth -0.96 11.62 18.72 15.15
SBI Bluechip Direct Plan-Growth -2.20 7.84 10.82 14.33
FeaturedDSP BlackRock Opportunities Direct Plan-Growth
★★★★★
-1.42 9.50 16.89 17.35
Start SIP
Fed may hike rate. Should debt mutual fund investors be worried?

The news raise a big question in the mind of debt mutual fund investors: when the USA is going to hike rates, will Reserve Bank of India cut rates?

Will stock strategies work in equity mutual funds?

Several mutual fund advisors are busy handing out advices to their clients, who are nervous about the current market situation.

TERM OF THE WEEK
New Fund Offers
Fund Name Category Type Open Close Min Inv
BNP Paribas Focused 25 Equity Fund Direct-D Equity: Large Cap Open-ended 15 Sep 29 Sep 5000.00
BNP Paribas Focused 25 Equity Fund Reg-D Equity: Large Cap Open-ended 15 Sep 29 Sep 5000.00
BNP Paribas Focused 25 Equity Fund Direct-G Equity: Large Cap Open-ended 15 Sep 29 Sep 5000.00
BNP Paribas Focused 25 Equity Fund Reg-G Equity: Large Cap Open-ended 15 Sep 29 Sep 5000.00
Aditya Birla SL Resurgent India Fund - Series 5 Direct-G Equity: Mid Cap Closed-end 20 Sep 04 Oct 1000.00
More >>
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
Aditya Birla SL Monthly Income-DQ Hybrid: Debt-oriented Conservative Open-ended 29 Sep 2017 0.20
Aditya Birla SL Dynamic Bond Ret-DQ Debt: Dynamic Bond Open-ended 29 Sep 2017 0.18
Aditya Birla SL Dynamic Bond Direct-DQ Debt: Dynamic Bond Open-ended 29 Sep 2017 0.23
Aditya Birla SL Monthly Income Direct-DQ Hybrid: Debt-oriented Conservative Open-ended 29 Sep 2017 0.21
Motilal Oswal MOSt Ultra Short Term Bond Reg-DQ Debt: Ultra Short Term Open-ended 29 Sep 2017 0.09
* 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
22-09-2017 2801.23 2450.09 351.14 9503.09 4131.28 5371.81
21-09-2017 716.67 414.33 302.34 2489.90 2777.56 -287.66
20-09-2017 2216.47 1379.16 837.31 6265.24 6320.26 -55.02
19-09-2017 2403.92 2513.77 -109.85 4027.76 7180.31 -3152.55
18-09-2017 2260.67 1530.72 729.95 8519.27 7052.59 1466.68
15-09-2017 1770.27 1653.53 116.74 3220.37 4321.57 -1101.20
14-09-2017 2463.13 1832.99 630.14 4931.03 4541.64 389.39
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
Quantum Dynamic Bond Fund Direct-Growth 12.9653 0.25 69.34 - - 0.59
SBI Magnum Gilt Fund Long-term Direct-Growth 39.2866 0.21 2219.80 - - 0.43
DHFL Pramerica Dynamic Bond Direct Plan-Growth 1714.1177 0.20 181.39 - - 0.45
SBI Dynamic Bond Direct Plan-Growth 22.0979 0.20 3049.92 - - 0.90
SBI Magnum Gilt Fund Long-term-Growth 38.5486 0.20 2219.80 - - 0.95
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 V Direct - Growth 10.0058 -1.43 0.00 - 2.37
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth 9.9875 -1.44 0.00 - 3.15
Quantum Tax Saving Fund Direct-Growth 50.0000 -2.15 61.49 - 1.28
Quantum Tax Saving Regular - Growth 49.9600 -2.17 61.49 - - 1.45
ICICI Prudential Rewards of Investing and Generation of Healthy Tax Savings Fund-Growth 38.6700 -2.20 52.80 - 2.49
Click here to view all TMF ( All Ratings) >>

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