Thursday 12 September 2019

SIPs in these mutual funds did not make any money even after 5 years

THE ECONOMIC TIMES
Fri, Sep 13, 2019 | 08:09 AM IST

Mutual Funds Newsletter

SIPs in these mutual funds did not make any money even after 5 years

SIPs in some mutual fund schemes failed to create any wealth even after five years.

Best multi cap mutual funds to invest in 2019

Many mutual fund managers and advisors have started strongly recommending multi cap schemes after the recent re-categorisation exercise by Sebi.

Mutual fund managers are bullish on small and mid caps; should you invest?

Many mutual fund managers believe that time is ripe to invest in mid cap and small cap mutual fund schemes.

Best large cap mutual funds to invest in 2019

Large cap mutual fund schemes, as the name suggests, invest in stocks of very large companies, or stocks with largest market capitalisation.

Returns improve when you invest more in tough times at favourable valuations, says Neelesh Surana, Mirae Asset

Downside protection is also a function of portfolio construction, says Neelesh Surana

Top Mutual Funds
SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%)
Axis Bluechip Fund Direct Plan-Growth
★★★★★
13.52 5.75 5.72 -1.45
Invest Now
Axis Bluechip Fund-Growth
★★★★★
12.09 4.41 5.09 -1.53
Invest Now
Mirae Asset Large Cap Fund Direct- Growth
★★★★★
11.34 0.51 -1.04 0.02
Start SIP
Mirae Asset Large Cap Fund Regular- Growth
★★★★★
10.39 -0.57 -1.58 -0.09
Invest Now
Reliance Large Cap Fund Direct-Growth
★★★★★
9.10 -5.73 -6.31 -0.75
Invest Now
FeaturedDSP Midcap Direct Plan-Growth
★★★★
6.72 -3.93 -3.60 0.83
Start SIP
Best corporate bond mutual funds to invest in 2019

Mutual fund managers and advisors have been asking debt mutual fund investors to stick to corporate bond funds .

What mutual fund managers are doing in the current market?

A bleak economic scenario coupled with countess stark data points have severely impaired the sentiment in the stock market.

TERM OF THE WEEK
New Fund Offers
Fund Name Category Type Open Close Min Inv
ITI Long Term Equity Fund Reg-D Equity: ELSS Open-ended 15 Jul 14 Oct 500.00
ITI Long Term Equity Fund Direct-G Equity: ELSS Open-ended 15 Jul 14 Oct 500.00
ITI Long Term Equity Fund Direct-D Equity: ELSS Open-ended 15 Jul 14 Oct 500.00
ITI Long Term Equity Fund Reg-G Equity: ELSS Open-ended 15 Jul 14 Oct 500.00
More >>
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
Aditya Birla SL Income-DQ Debt: Medium to Long Duration Open-ended 16 Sep 2019 0.16
ICICI Pru Long Term Equity (Tax Saving)-D Equity: ELSS Open-ended 16 Sep 2019 0.62
Aditya Birla SL Government Securities-DQ Debt: Gilt Open-ended 16 Sep 2019 0.12
UTI Q Interval Fund Sr 1 Reg-D Debt: FMP Open-ended 16 Sep 2019 -
Aditya Birla SL Banking & PSU Debt Ret-DQ Debt: Banking and PSU Open-ended 16 Sep 2019 1.33
* 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
11-09-2019 1540.62 876.28 664.34 4937.71 2816.88 2120.83
09-09-2019 1285.88 1268.29 17.59 4885.65 2945.87 1939.78
06-09-2019 2162.79 1676.55 486.24 6398.11 4734.97 1663.14
05-09-2019 2255.58 1791.42 464.16 8964.02 7292.23 1671.79
04-09-2019 2761.58 1611.91 1149.67 9475.88 7908.64 1567.24
03-09-2019 2964.24 1871.74 1092.50 10086.46 6041.50 4044.96
30-08-2019 3862.37 2447.62 1414.75 7692.70 5979.61 1713.09
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
L&T Midcap Fund Direct-Growth 128.3600 2.94 4661.88 - 0.83
L&T Midcap Fund-Growth 121.2400 2.92 4661.88 - 2.00
HDFC Small Cap Fund Regular-Growth 38.1420 2.87 7949.47 - 1.85
SBI Small Cap Fund Direct-Growth 53.6476 2.62 2073.66 - 1.12
SBI Small Cap Fund-Growth 49.8172 2.59 2073.66 - 2.34
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 7.5958 3.89 47.61 - 1.07
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth 7.4925 3.88 47.61 - 1.40
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular - Growth 7.6968 3.82 47.53 - 1.43
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct - Growth 7.8191 3.82 47.53 - 1.28
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct - Growth 7.2993 3.76 42.09 - 1.12
Click here to view all TMF ( All Ratings) >>

QUICK LINKS - MUTUAL FUND STATS

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