Thursday 14 January 2021

Dividend Yield Funds receive big inflows, return 24% in one year

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Fri, Jan 15, 2021 | 08:10 AM IST

Mutual Funds Newsletter

Dividend Yield Funds receive big inflows, return 24% in one year

Amid the continuous outflows from equity mutual funds, one category that has been receiving huge inflows is the dividend yield funds category.

Best mid cap mutual funds to invest in 2021

If you are an aggressive retail investor, looking for good mid cap mutual fund schemes to invest for their long term financial goals, here's list of consistent performers from the mid cap mutual fund category.

Small and mid cap funds, banking sector funds are attractive bets: Manish Gunwani of Nippon India MF

"Nothing destroys a long term plan more than short term volatility as it produces an urge to do things emotionally rather than rationally."

'Mutual funds that topped the charts in 2020 might not do great in 2021'

We all want our picks to be the winners. We also want to play it safe. So, what do we do? We end up trying to find the past winners and want to hug them.

'Small and mid cap funds can be an opportunity for investors in 2021'

Axis Mutual Fund believes that small and mid cap space is an opportunity for investors in this New Year.

Top Mutual Funds
SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%)
Axis Bluechip Fund Direct Plan-Growth
★★★★★
16.97 22.40 35.17 6.63
Invest Now
Canara Robeco Bluechip Equity Fund Direct-Growth
★★★★★
16.48 27.25 36.24 8.06
Invest Now
Axis Bluechip Fund-Growth
★★★★★
15.50 20.92 34.38 6.51
Canara Robeco Bluechip Equity Fund Regular-Growth
★★★★★
14.99 25.39 35.24 7.91
Tata Index Sensex Direct
★★★★★
13.76 19.28 37.38 7.14
Invest Now
Are index funds, ETFs really better than active mutual funds?

Over the past few years, globally and in India, there has been a significant shift from actively managed funds to passive funds i.e. Index funds or ETFs.

Gold, ESG funds remain good bets, says Quantum MF

2020 taught us, yet again, that it is difficult to predict short-term market movements. However, markets tend to move on particular themes.

TERM OF THE WEEK
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
Principal Hybrid Equity-DM Hybrid: Aggressive Hybrid Open-ended 15 Jan 2021 0.15
Franklin India Dynamic Asset Allocation FoF-D Hybrid: Dynamic Asset Allocation Open-ended 15 Jan 2021 0.75
Franklin Build India-D Equity: Sectoral-Infrastructure Open-ended 15 Jan 2021 3.50
Principal Balanced Advantage-DM Hybrid: Dynamic Asset Allocation Open-ended 15 Jan 2021 0.05
Franklin Build India Direct-D Equity: Sectoral-Infrastructure Open-ended 15 Jan 2021 3.50
* 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
12-01-2021 2163.26 3363.82 -1200.56 3356.13 3046.66 309.47
11-01-2021 3209.22 5501.66 -2292.44 6362.62 4070.61 2292.01
08-01-2021 3494.03 5316.34 -1822.31 5153.72 4008.02 1145.70
07-01-2021 2331.77 3560.13 -1228.36 6841.53 4751.27 2090.26
06-01-2021 2891.54 4030.34 -1138.80 4557.39 3355.48 1201.91
05-01-2021 2351.57 3652.78 -1301.21 3875.77 3642.98 232.79
04-01-2021 1577.76 2742.98 -1165.22 4122.74 2843.21 1279.53
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
Quant Tax Plan Direct-Growth 156.1328 4.88 22.68 - 0.57
Quant Tax Plan-Growth 149.0700 4.82 22.68 - 2.48
Mirae Asset Large Cap Fund Direct- Growth 69.9910 3.56 20369.49 - 0.55
Mirae Asset Large Cap Fund Regular- Growth 65.0070 3.53 20369.49 - 1.63
Invesco India Contra Fund Direct-Growth 69.8400 3.15 5444.15 - 0.56
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
एस्कॉर्ट्स टैक्स प्लान डाइरेक्‍ट-ग्रोथ 156.1328 4.88 22.68 - 0.57
Quant Tax Plan-Growth 149.0700 4.82 22.68 - 2.48
Quantum Tax Saving Fund Direct-Growth 65.2500 3.79 76.20 - 1.29
Quantum Tax Saving Regular - Growth 64.4200 3.77 76.20 - 1.79
HDFC Taxsaver Direct Plan-Growth 605.7810 3.65 7128.02 - 1.36
Click here to view all TMF ( All Ratings) >>

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