These equity mutual funds outperformed their benchmark by wide margins in 2019

THE ECONOMIC TIMES Fri, Dec 20, 2019 | 08:14 AM IST Mutual Funds Newsletter

These equity mutual funds outperformed their benchmark by wide margins in 2019 We considered large cap, mid cap, large & mid cap, small cap, multi cap, tax-saving or ELSS, value-oriented, and focused schemes for the study. 'Your parents are not your emergency fund, children not your retirement fund' Many individuals believe that if they provide the best education to their kids and help them settle comfortably in life, they would have an easy retired life with the help of children. This could be a big mistake. Best small cap mutual funds to invest in 2019 According to new Sebi guidelines, small cap mutual fund schemes must invest at least 65 per cent of their corpus in very small companies. Here is what mutual funds bought and sold in 2019 Indian stock markets remained volatile in the last two years, after rewarding investors in 2017. Most mutual fund managers followed a conservative investment approach in 2019. ICICI Prudential Balanced Advantage Fund: Fund review The scheme is the top performer in the five and 10-year periods. Experts believe that such schemes tend to do well only in the long term. Top Mutual Funds SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%) Axis Bluechip Fund Direct Plan-Growth ★★★★★ 21.85 19.75 9.43 2.43 Invest Now Axis Bluechip Fund-Growth ★★★★★ 20.29 18.34 8.82 2.35 Invest Now Canara Robeco Bluechip Equity Fund Direct-Growth ★★★★★ 17.66 17.26 9.09 2.32 Invest Now Mirae Asset Large Cap Fund Direct- Growth ★★★★★ 17.01 13.46 6.50 2.37 Start SIP JM Core 11 Direct Plan-Growth ★★★★★ 16.13 13.22 6.28 0.40 FeaturedL&T Large and Midcap Fund Direct-Growth ★★★★★ 10.97 6.39 4.66 1.33 Invest Now Quant, ESG, Index: mutual fund themes that came up in 2019 We take a closer look at the new themes that have emerged in the mutual fund industry in 2019. Here's who should invest in them. You might be 10 years late, but take these steps to put your finances in order Rahul earns a good salary. But he doesn't know anything about his personal finances. All he knows is that he spends a lot and doesn't have much savings or investments.

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New Fund Offers Fund Name Category Type Open Close Min Inv Principal Midcap Fund Reg-D Equity: Mid Cap Open-ended 06 Dec 20 Dec 5000.00 Principal Midcap Fund Reg-G Equity: Mid Cap Open-ended 06 Dec 20 Dec 5000.00 Principal Midcap Fund Direct-D Equity: Mid Cap Open-ended 06 Dec 20 Dec 5000.00 Principal Midcap Fund Direct-G Equity: Mid Cap Open-ended 06 Dec 20 Dec 5000.00 Mahindra Top 250 Nivesh Yojana 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 Kotak Gilt Inv Regular-DQ Debt: Gilt Open-ended 20 Dec 2019 0.01 Kotak Bond Reg-DQ Debt: Medium to Long Duration Open-ended 20 Dec 2019 0.41 Kotak Debt Hybrid Reg-DQ Hybrid: Conservative Hybrid Open-ended 20 Dec 2019 0.18 Kotak Gilt Inv PF & Trust-DQ Debt: Gilt Open-ended 20 Dec 2019 0.01 Invesco India Tax Plan-D Equity: ELSS Open-ended 20 Dec 2019 1.68 * 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 13-12-2019 3064.50 2491.21 573.29 7512.25 5230.25 2282.00 12-12-2019 2686.66 1744.92 941.74 7998.66 6228.80 1769.86 11-12-2019 2682.72 2096.87 585.85 4458.17 2971.95 1486.22 10-12-2019 2146.72 1308.61 838.11 9344.53 6205.00 3139.53 09-12-2019 1718.07 1668.55 49.52 11122.07 8362.37 2759.70 06-12-2019 2021.75 1972.81 48.94 6283.27 5997.90 285.37 05-12-2019 2071.83 2295.21 -223.38 7195.91 4935.64 2260.27 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 Motilal Oswal Focused 25 Fund Direct-Growth 26.6115 3.59 1067.61 - 0.98 Axis Long Term Equity Direct Plan-Growth 53.2201 3.02 19312.12 - 0.92 Axis Long Term Equity Fund-Growth 49.2579 3.00 19312.12 - 1.68 Axis Focused 25 Direct Plan-Growth 33.6500 2.72 7882.46 - 0.65 Axis Focused 25 Fund-Growth 30.9000 2.66 7882.46 - 1.89 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 Nippon India Tax Saver (ELSS) Fund Direct-Growth 57.3745 4.32 9690.79 - 1.28 Nippon India Tax Saver (ELSS) Fund-Growth 54.3534 4.30 9690.79 - 1.92 ICICI Prudential Long Term Wealth Enhancement Fund Direct - Growth 11.7300 3.44 39.70 - 0.92 ICICI Prudential Long Term Wealth Enhancement Fund - Growth 11.5000 3.42 39.70 - 1.38 Axis Long Term Equity Direct Plan-Growth 53.2201 3.02 19312.12 - 0.92 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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