Thursday 14 November 2019

Here’s where the highest return generating mutual funds invested in October

THE ECONOMIC TIMES
Fri, Nov 15, 2019 | 08:12 AM IST

Mutual Funds Newsletter

Here's where the highest return generating mutual funds invested in October

Reading about the top performing mutual funds' entry and exit in stocks, or increase and decrease in their allocations might give you some investment ideas as well.

Use `bucket strategy' to invest for children with special needs

After the initial few years of understanding the level of care the child would need, the parents need to figure out how long and at what intervals will the child need the funds inflows.

Axis Focused 25 Fund: Fund review

One of the key aspects of the scheme is its ability to perform well in almost all market cycles in the past three years. It has been a consistent outperformer.

Best multi cap mutual funds to invest in 2019

If you are an investor with moderate risk profile and looking to invest for at least five to seven years to meet a long-term financial goal, you should consider investing mostly in multi cap mutual fund schemes.

How to invest for your child's education

Parents want that their children are provided with the best education. However, undergraduate and postgraduate fees are increasingly getting expensive.

Top Mutual Funds
SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%)
Axis Bluechip Fund Direct Plan-Growth
★★★★★
19.43 24.48 15.00 2.97
Invest Now
Axis Bluechip Fund-Growth
★★★★★
17.91 22.98 14.35 2.90
Invest Now
Canara Robeco Bluechip Equity Fund Direct-Growth
★★★★★
15.18 17.96 12.06 4.60
Invest Now
JM Core 11 Direct Plan-Growth
★★★★★
15.03 17.09 9.34 3.55
Mirae Asset Large Cap Fund Direct- Growth
★★★★★
14.62 13.79 8.10 5.50
Start SIP
FeaturedDSP Equity Savings Fund Direct-Growth
★★★★★
7.96 10.51 6.43 3.15
Start SIP
Sector funds offering paltry returns? Here is what you should do

Sector schemes, as the name denotes, invest in a specific sector or theme. Examples of sector schemes are pharma funds, technology or IT funds, infrastructure funds, etc. So, when you are speaking about the poor show of your sector schemes, you should also take some time to check the performance of the entire scheme. This will help you to find out whether the poor show is confined to your scheme or it is applicable to the entire sector or theme.

Be prepared for lower returns from your debt mutual funds

A host of measures taken by the Securities and Exchange Board of India (Sebi) to enhance the safety of debt mutual funds are likely to drag down the returns from these schemes, say mutual fund advisors.

TERM OF THE WEEK
New Fund Offers
Fund Name Category Type Open Close Min Inv
Union Large & Midcap Fund Direct-G Equity: Large & MidCap Open-ended 15 Nov 29 Nov 5000.00
Union Large & Midcap Fund Direct-D Equity: Large & MidCap Open-ended 15 Nov 29 Nov 5000.00
Union Large & Midcap Fund Reg-G Equity: Large & MidCap Open-ended 15 Nov 29 Nov 5000.00
Union Large & Midcap Fund Reg-D Equity: Large & MidCap Open-ended 15 Nov 29 Nov 5000.00
Mahindra Top 250 Nivesh Yjn Reg-G Equity: Large & MidCap Open-ended 06 Dec 20 Dec 1000.00
More >>
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
Principal Hybrid Equity-DM Hybrid: Aggressive Hybrid Open-ended 15 Nov 2019 0.20
Principal Balanced Advantage-DM Hybrid: Dynamic Asset Allocation Open-ended 15 Nov 2019 0.07
Principal Balanced Advantage Direct-DM Hybrid: Dynamic Asset Allocation Open-ended 15 Nov 2019 0.08
Nippon India Equity Hybrid Direct-DM Hybrid: Aggressive Hybrid Open-ended 15 Nov 2019 0.07
Nippon India Equity Hybrid-DM Hybrid: Aggressive Hybrid Open-ended 15 Nov 2019 0.07
* 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
05-11-2019 2200.56 3625.49 -1424.93 7448.55 6497.46 951.09
04-11-2019 2378.12 2580.93 -202.81 6234.61 5337.81 896.80
01-11-2019 3114.15 2823.28 290.87 5887.37 3289.58 2597.79
31-10-2019 5272.60 6993.32 -1720.72 6146.17 3994.29 2151.88
30-10-2019 3267.52 3448.33 -180.81 7840.09 4666.97 3173.12
29-10-2019 3752.65 3557.06 195.59 4203.37 2198.71 2004.66
27-10-2019 10.63 0.88 9.75 0.14 0.25 -0.11
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 Banking & Financial Services Fund Direct-Growth 20.4794 1.90 1019.57 - 1.47
SBI Banking & Financial Services Fund Regular-Growth 19.5764 1.87 1019.57 - 2.52
Motilal Oswal Long Term Equity Fund Direct-Growth 19.7798 1.25 1383.48 - 0.78
Motilal Oswal Long Term Equity Fund Regular-Growth 18.5339 1.22 1383.48 - 2.17
Axis Midcap Fund-Growth 39.3900 0.64 2768.73 - 1.94
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
Motilal Oswal Long Term Equity Fund Direct-Growth 19.7798 1.25 1383.48 - 0.78
Motilal Oswal Long Term Equity Fund Regular-Growth 18.5339 1.22 1383.48 - 2.17
Quant Tax Plan Direct-Growth 99.1258 0.80 9.59 - 2.25
Quant Tax Plan-Growth 96.7147 0.77 9.59 - 2.25
BOI AXA Midcap Tax Fund Series 1 Direct - Growth 8.9700 0.34 77.34 - 0.68
Click here to view all TMF ( All Ratings) >>

QUICK LINKS - MUTUAL FUND STATS

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