New to mutual funds? Remember these five points to make money

THE ECONOMIC TIMES Fri, Sep 22, 2017 | 08:05 AM IST Mutual Funds Newsletter

New to mutual funds? Remember these five points to make money Mutual fund participants say the newcomers are taking interest in mutual funds mainly because of the underperformance of traditional investment avenues like bank deposits, gold, real estate, etc. Here are a few pointers everyone is busy conveying to new investors. Markets are choppy. What should mutual fund investors do? In the last three years, markets have scaled new highs and equity mutual fund investors have reaped good benefits out of it. How many mutual fund schemes should you have in your portfolio? Mutual fund AUM touches Rs 20.59 lakh crore in August The Average Assets Under Management (AAUM) of the Indian Mutual Fund Industry stood at Rs 20.97 lakh crores in the month of August. Will liquid funds suffer if the market crashes? If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) Mirae Asset India Opportunities Fund Direct- Growth 5.26 16.56 25.16 16.58 Invesco India Growth Fund Direct-Growth 5.21 18.62 24.08 16.40 Motilal Oswal MOSt Focused 25 Fund Direct-Growth 3.65 16.11 23.34 16.39 Mirae Asset India Opportunities Fund Regular- Growth 5.21 16.14 24.25 15.67 SBI Bluechip Direct Plan-Growth 4.19 12.84 16.57 15.47 FeaturedDSP BlackRock Opportunities Direct Plan-Growth ★★★★★ 4.76 15.06 23.23 17.96 Start SIP We have done all that we said we would do: Ajit Dayal, outgoing director of Quantum AMC After steering Quantum AMC successfully for 12 years, Ajit Dayal is leaving the company. ET.com Mutual Funds caught up with Dayal and he shared his thoughts on his journey so far. Concentrated investing done successfully is tough: Gautam Sinha Roy of Motilal Oswal AMC Their prices at any point of time are driven to a large extent by "sentiments" of the hordes trading in them, says Gautam Sinha Roy.

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 Micro Cap Tax Advantage Fund Series VI Reg-G Equity: Tax Planning Closed-end 23 Jun 22 Sep 500.00 Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Reg-D Equity: Tax Planning Closed-end 23 Jun 22 Sep 500.00 Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-G Equity: Tax Planning Closed-end 23 Jun 22 Sep 500.00 Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-D Equity: Tax Planning Closed-end 23 Jun 22 Sep 500.00 SBI Dual Advantage Fund Series XXIV Reg-G Hybrid: Debt-oriented Conservative Closed-end 11 Sep 25 Sep 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Aditya Birla SL Balanced '95-D Hybrid: Equity-oriented Open-ended 22 Sep 2017 3.90 Canara Robeco Income Reg-DQ Debt: Income Open-ended 22 Sep 2017 0.14 Aditya Birla SL Dividend Yield Plus-D Equity: Mid Cap Open-ended 22 Sep 2017 0.44 Templeton India Eqt Income-D Equity: Multi Cap Open-ended 22 Sep 2017 0.70 ICICI Pru Equity Arbitrage-D Hybrid: Arbitrage Open-ended 22 Sep 2017 0.05 * 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 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 13-09-2017 2597.21 1752.69 844.52 4333.10 3849.52 483.58 08-09-2017 2104.28 1739.56 364.72 10557.03 3544.81 7012.22 07-09-2017 2258.76 1727.68 531.08 5106.50 3755.59 1350.91 06-09-2017 1886.15 1688.63 197.52 4274.75 3947.62 327.13 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 SBI Small & Midcap Direct-Growth 53.3041 3.87 704.78 - 1.44 DSP BlackRock Micro Cap Direct Plan-Growth 63.2190 1.70 5831.73 - 2.04 L&T Infrastructure Fund Direct-Growth 17.6800 1.67 483.71 - 1.81 Aditya Birla Sun Life Tax Plan Direct-Growth 38.5000 1.64 533.15 - 1.52 Aditya Birla Sun Life Tax Relief 96 Direct-Growth 30.5000 1.63 3378.16 - 1.18 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 SBI Tax Advantage Fund Series III Direct Growth 22.7846 2.33 35.17 - 2.99 SBI Tax Advantage Fund Series III Regular Growth 22.6483 2.32 35.17 - 3.09 BOI AXA Tax Advantage Direct-Growth 55.4500 1.65 82.84 - 1.79 BOI AXA Tax Advantage Eco-Growth 54.2200 1.65 82.84 - 2.25 Aditya Birla Sun Life Tax Plan Direct-Growth 38.5000 1.64 533.15 - 1.52 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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