Best mutual fund SIP portfolios to invest in 2019

THE ECONOMIC TIMES Fri, Apr 05, 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 7.14 18.79 11.70 22.48 JM Core 11 Fund-Growth 6.93 17.66 10.19 20.91 Reliance Large Cap Fund Direct-Growth 7.50 11.16 14.05 17.79 Axis Bluechip Fund Direct Plan-Growth 5.51 11.58 15.03 16.96 Reliance Large Cap Fund-Growth 7.41 10.61 12.89 16.52 FeaturedL&T Emerging Businesses Fund-Growth ★★★★★ 4.54 4.14 -9.74 20.28 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 ICICI Pru Multiple Yield Sr 6 1825D Plan D-D Hybrid: Conservative Hybrid Closed-end 05 Apr 2019 0.05 ICICI Pru Multiple Yield Sr 6 1825D Plan D Direct-D Hybrid: Conservative Hybrid Closed-end 05 Apr 2019 0.05 ICICI Pru Balanced Advantage-DM Hybrid: Dynamic Asset Allocation Open-ended 08 Apr 2019 0.05 Kotak FMP Series 127 Reg-D Debt: FMP Closed-end 08 Apr 2019 - Kotak FMP Series 127 Direct-D Debt: FMP Closed-end 08 Apr 2019 - * 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 02-04-2019 2256.97 2240.32 16.65 15545.85 9344.64 6201.21 01-04-2019 2489.40 2876.20 -386.80 2.42 2.36 0.06 29-03-2019 5206.28 3890.06 1316.22 16146.91 31213.50 -15066.59 28-03-2019 5809.41 8037.52 -2228.11 27111.84 19708.08 7403.76 27-03-2019 3321.32 2576.69 744.63 18685.31 15917.74 2767.57 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 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 Cap Fund Direct-Growth 55.6447 1.62 1609.40 - 1.19 SBI Small Cap Fund-Growth 51.9396 1.59 1609.40 - 2.39 Axis Focused 25 Direct Plan-Growth 29.4300 1.31 6762.36 - 0.66 Axis Long Term Equity Direct Plan-Growth 47.1582 1.08 17618.22 - 0.95 Axis Long Term Equity Fund-Growth 43.9193 1.06 17618.22 - 1.88 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 24.7908 2.60 19.53 - 1.77 SBI Tax Advantage Fund Series III Regular Growth 24.3265 2.58 19.53 - 2.91 SBI Tax Advantage Fund Series II- Growth 35.4920 2.34 23.23 - 2.95 SBI Long Term Advantage Fund Series IV Direct - Growth 12.7863 1.70 139.78 - 1.77 SBI Long Term Advantage Fund Series IV Regular - Growth 12.5388 1.69 139.78 - 2.80 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 © 2019 Times Internet Limited.

To ensure delivery directly to your inbox, please add etnotifications@indiatimes.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