Equity saving schemes fell 11% in one month. Time for conservative investors to rethink?

THE ECONOMIC TIMES Fri, Apr 03, 2020 | 08:14 AM IST Mutual Funds Newsletter

Equity saving schemes fell 11% in one month. Time for conservative investors to rethink? ​Equity saving schemes are sold as `one of the safest' investment products. A typical sales pitch goes like this: "look at the portfolio. It is debt, arbitrage, and a little bit of equity. Best ELSS or tax saving mutual funds to invest in 2020 Are you planning to kick-start your tax planning exercise in the new financial year? We have shortlisted six ELSS or tax-saving mutual funds that will help you to save taxes of up to Rs 1.5 lakh in a financial year under Section 80C of the Income Tax Act. Small cap mutual funds are down 30% in a month. Is it time to invest? Two small cap mutual fund schemes, SBI Small Cap Fund and DSP Small Cap Fund, has reopened for lumpsum investments yesterday. Mutual fund advisors phone, email, video call... try everything to calm investors Mutual fund advisors are trying their best to reach out to investors to educate them about the markets and convince them to continue with their investment to meet their various financial goals. We don't know the bottom, but bottom line is 'mutual funds sahi hai' Gone are the days when individual investors used to press the panic button on seeing their portfolio turning red. Now, most of them believe that crashes like this offer a great investment opportunity where many quality stocks are available at a cheaper valuation. Top Mutual Funds SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%) Axis Bluechip Fund Direct Plan-Growth ★★★★★ 7.66 -10.61 -18.46 -20.76 Invest Now Axis Bluechip Fund-Growth ★★★★★ 6.24 -11.66 -18.91 -20.83 Invest Now Canara Robeco Bluechip Equity Fund Direct-Growth ★★★★★ 2.82 -15.12 -17.78 -22.32 Invest Now Canara Robeco Bluechip Equity Fund Regular-Growth ★★★★★ 1.62 -16.20 -18.31 -22.43 Invest Now JM Large Cap Fund Direct Plan-Growth ★★★★★ 1.36 -10.22 -10.38 -10.81 FeaturedL&T Large and Midcap Fund Direct-Growth ★★★★★ -5.48 -25.85 -22.92 -26.66 Invest Now Many new DIY mutual fund investors stare at huge losses Many new Do-It-Yourself investors who have entered the market in the last two to three years are staring at a loss of 30-40% in their mutual fund portfolio, say mutual fund advisors who have recently interacted with these investors. Thinking of investing all your surpluses in your favourite mutual funds? Read this Mutual fund advisors and financial planners are asking investors to tread cautiously and avoid adventurous steps in the current market conditions for two reasons.

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 L&T Nifty 50 Index Fund Reg-D Equity: Large Cap Open-ended 24 Mar 07 Apr 5000.00 L&T Nifty 50 Index Fund Reg-G Equity: Large Cap Open-ended 24 Mar 07 Apr 5000.00 L&T Nifty Next 50 Index Fund Reg-D Equity: Large Cap Open-ended 24 Mar 07 Apr 5000.00 L&T Nifty Next 50 Index Fund Reg-G Equity: Large Cap Open-ended 24 Mar 07 Apr 5000.00 L&T Nifty 50 Index Fund Direct-D Equity: Large Cap Open-ended 24 Mar 07 Apr 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Nippon India Q Interval Series I Inst-D Debt: FMP Open-ended 03 Apr 2020 0.08 Nippon India Q Interval Series I Retail-D Debt: FMP Open-ended 03 Apr 2020 0.08 Nippon India Q Interval Series I Direct-D Debt: FMP Open-ended 03 Apr 2020 0.09 Aditya Birla SL FTP - Series OH (1120 Days) Reg-D Debt: FMP Closed-end 03 Apr 2020 - Aditya Birla SL FTP - Series OH (1120 Days) Reg-DQ Debt: FMP Closed-end 03 Apr 2020 - * 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 27-03-2020 4466.31 2995.58 1470.73 8547.21 8133.03 414.18 26-03-2020 5194.85 6563.20 -1368.35 7236.81 11870.99 -4634.18 25-03-2020 3867.19 3659.41 207.78 0.35 4.14 -3.79 24-03-2020 4660.49 2920.99 1739.50 4271.13 10358.79 -6087.66 23-03-2020 4174.55 4234.84 -60.29 4775.99 10663.68 -5887.69 20-03-2020 7269.16 5084.11 2185.05 7960.64 14231.85 -6271.21 19-03-2020 6603.59 3245.46 3358.13 7479.73 11294.84 -3815.11 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 Invesco India Infrastructure Fund Direct-Growth 14.9500 4.91 39.86 - 0.92 Invesco India Infrastructure Fund-Growth 13.3700 4.86 39.86 - 2.73 SBI Small Cap Fund Direct-Growth 43.7773 3.52 2942.71 - 0.87 SBI Small Cap Fund-Growth 40.3738 3.50 2942.71 - 2.19 IDFC All Seasons Bond Fund Regular-Growth 31.7183 3.43 146.69 - - 0.49 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 Quant Tax Plan Direct-Growth 69.8094 5.14 3.45 - 0.57 Quant Tax Plan-Growth 67.6689 5.10 3.45 - 2.48 Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct - Growth 5.4002 4.27 41.55 - 1.27 Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular - Growth 5.3114 4.26 41.55 - 1.42 Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct-Growth 6.3806 4.11 94.34 - 1.28 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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