Best small cap mutual funds to invest in 2019

THE ECONOMIC TIMES Fri, Jun 21, 2019 | 08:11 AM IST Mutual Funds Newsletter

Best small cap mutual funds to invest in 2019 The small cap mutual fund category has offered negative returns in the last one year but you shouldn't write them off. What extra precautions are mutual funds taking after recent fiascos? A series of downgrades and defaults have shaken the confidence of the extra conservative investors, who bet on debt schemes for marginally higher after-tax returns. "We run Kotak Standard Multicap Fund with a large cap tilt," says Harsha Upadhyaya, CIO – equity, Kotak AMC If you look at past trends, I would say both sector allocation and stock selection have delivered positive attribution for the fund. 'Don't skip taxation, inflation, loads while planning for retirement' Talking to the participants at the ET wealth Investment Workshop, Billimoria said investors should work with real numbers. Best aggressive hybrid mutual funds to invest in 2019 Aggressive hybrid schemes are mandated to invest 65-80 per cent of their corpus in equity and 20-35 per cent of the corpus in debt. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) Axis Bluechip Fund Direct Plan-Growth 2.27 10.89 12.70 16.98 Mirae Asset Large Cap Fund Direct- Growth 1.12 7.57 11.62 16.63 JM Core 11 Direct Plan-Growth 0.01 7.26 7.68 16.52 Reliance Large Cap Fund Direct-Growth -0.74 6.74 11.35 15.92 Mirae Asset Large Cap Fund Regular- Growth 1.02 6.97 10.49 15.66 FeaturedMotilal Oswal Long Term Equity Fund Direct-Growth ★★★★★ 0.66 3.90 -1.53 16.20 Start SIP Markets have given good returns after every correction, says Harsha Upadhyaya Mutual fund managers and advisors believe that small and mid cap categories are poised to take off now. Aditya Birla Sun Life Pharma & Healthcare Fund: NFO review The new fund offer (NFO) will open for subscription on June 20 and it will close on July 4.

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 Shriram Balanced Advantage Fund Reg-D Hybrid: Dynamic Asset Allocation Open-ended 14 Jun 28 Jun 5000.00 Shriram Balanced Advantage Fund Direct-G Hybrid: Dynamic Asset Allocation Open-ended 14 Jun 28 Jun 5000.00 Shriram Balanced Advantage Fund Reg-G Hybrid: Dynamic Asset Allocation Open-ended 14 Jun 28 Jun 5000.00 Shriram Balanced Advantage Fund Direct-D Hybrid: Dynamic Asset Allocation Open-ended 14 Jun 28 Jun 5000.00 Aditya Birla SL Pharma & Healthcare Fund Reg-D Equity: Sectoral-Pharma Open-ended 20 Jun 04 Jul 1000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Aditya Birla SL Arbitrage-D Hybrid: Arbitrage Open-ended 21 Jun 2019 0.04 Aditya Birla SL Arbitrage Direct-D Hybrid: Arbitrage Open-ended 21 Jun 2019 0.05 Franklin India Dynamic Accrual-DQ Debt: Dynamic Bond Open-ended 21 Jun 2019 0.16 Franklin India Corporate Debt A-DQ Debt: Corporate Bond Open-ended 21 Jun 2019 0.07 Franklin India Low Duration-DQ Debt: Low Duration Open-ended 21 Jun 2019 0.13 * 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 19-06-2019 1823.65 1950.86 -127.21 8673.84 6524.33 2149.51 18-06-2019 2115.22 1591.75 523.47 8774.04 6181.88 2592.16 17-06-2019 3451.24 1897.48 1553.76 7601.78 7976.89 -375.11 14-06-2019 1400.07 1177.40 222.67 14867.97 9802.57 5065.40 13-06-2019 1746.58 1798.49 -51.91 8313.22 4291.82 4021.40 12-06-2019 1901.95 1615.14 286.81 13865.88 9415.97 4449.91 11-06-2019 1687.14 1532.88 154.26 9644.50 6292.44 3352.06 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 Edelweiss Government Securities Fund Direct-Growth 16.7261 1.89 126.60 - - 0.86 Reliance Gilt Securities Fund Direct-Growth 27.9813 1.55 925.04 - - 0.69 Reliance Gilt Securities Fund Institutional-Growth 26.4441 1.53 925.04 - - 1.59 Reliance Gilt Securities Fund -Growth 26.1797 1.53 925.04 - - 1.59 Reliance Income Fund Direct-Growth 65.5310 1.53 279.40 - - 0.87 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 HDFC Taxsaver Direct Plan-Growth 550.7530 -0.12 6916.74 - 1.40 HDFC Taxsaver-Growth 528.9100 -0.13 6916.74 - 1.98 Quantum Tax Saving Fund Direct-Growth 55.1600 -0.16 74.57 - 1.28 Quantum Tax Saving Regular - Growth 54.8700 -0.20 74.57 - 1.78 JM Tax Gain Direct Plan-Growth 18.7622 -0.21 29.87 - 2.70 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