10 small equity mutual funds that have given very good risk-adjusted returns

THE ECONOMIC TIMES Tue, Jan 15, 2019 | 06:30 AM IST ET Wealth Newsletter

WHAT'S HOT #RERA,#sukanya samriddhi yojana calculator,#alternative investment returns monitor,#realty hot spot series,#stock pick of the week,#mf portfolio doctor,#family finance

10 small equity mutual funds that have given very good risk-adjusted returns Many small-sized funds have delivered handsome risk-adjusted returns. Find out why you should not ignore them. What your sun sign says about your money habits Some of your money habits could indeed be affected by your sun sign. Here's what is specific to each sign and advice on financial planning for the same. 10 dos and don'ts for claiming HRA tax exemption What you must remember while claiming tax exemption of HRA or while filing income tax returns. Capital efficient firms' stocks are good investments: Here are 5 with 1-year price potential Companies that utilise their capital resources efficiently are financially and fundamentally strong. Find out why they can outperform the market and generate wealth for you. Airline Q3 results: turbulence to subside Fleet expansion and overseas connections are finally yielding dividends. Can a new green exchange help? Solar and wind power tariffs have crashed 80% in a year. A separate platform for open-market trading will result in better price discovery and supply. Novartis's bet on bottom of the pyramid Launched in 2007, the Swiss drug maker's for-profit Arogya Parivar programme is bringing health awareness and affordable medicines to neglected populations. But thorny questions around returns on investment remain. From our Partners Have a question on P2P? Ask our experts! Peer to peer (P2P) lending platform is a marketplace that connects individuals in need for credit with individuals and institutions willing to lend. From our Partners Is Life Insurance only for the rich? With lives becoming more competitive, lifestyle patterns are changing faster than ever. Make your mutual fund SIP large enough to be able to meet your financial goals: View The amount you invest every month should make a a material difference to your financial future. Otherwise, it is pointless. Your investments shouldn't be mere rituals. This street vendor manages his finances to save via SIP for his son despite mafia 'tax' Hawker's life is a hard one, but they'll not have it any other way. Here's what it takes to be a street vendor. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth -1.22 -5.98 -7.76 17.79 JM Core 11 Fund-Growth -1.40 -6.62 -8.76 16.29 Reliance Large Cap Fund Direct-Growth 1.34 4.61 -0.69 15.53 ICICI Prudential Bluechip Fund Direct-Growth -0.17 1.03 -1.64 14.96 ICICI Prudential Bluechip Fund Institutional I-Growth -0.18 1.03 -1.64 14.95 FeaturedICICI Prudential Nifty Next 50 Index Direct-Growth ★★★★★ -1.09 -2.28 -12.48 14.06 Start SIP Why a separate bank account for household expenses can help you save better Most people find budgeting boring and end up not being able to make time for it. Household budgeting is important to put a monthly savings plan in place. Will interim Budget 2019 reduce your tax? Rumours are rife that the government will try to woo the middle class with major tax cuts in its last Budget before the polls.

FEATURED SLIDESHOWS

Is insuring cab ride, bicycle, mobile, cyber safety useful? Don't expect any returns from these 4 investments Explained: Porting your health insurance policy What is monetary policy and how it works More Slideshows

Financial Calculators New LTCG tax calculator: Plan, compute your tax Use this tool to calculate long-term capital gains (LTCG) and the corresponding LTCG tax for listed shares and units of equity-oriented mutual funds. Tax Impact Calculator This tax calculator will help you estimate your tax liability. Just input your personal income details and know how much you would be liable to pay.

Realty hot spot series: Good connectivity, infrastructure make this Pune locality attractive Baner in Pune is an established micro-market, enjoying excellent road network, connectivity and social infrastructure. Facilities are available within close range. Parag Parikh Long Term Equity Fund: Returns less volatile than peers Parag Parikh Long Term Equity Fund stands out because frontline foreign stocks make up to 35% of its portfolio and it has a 'go anywhere' approach across sectors. Tax optimiser: Salaried Prakash can save Rs 60,000 tax via NPS, tax-free perks You can reduce taxes significantly with a few tax-free perks and the NPS benefit from your employer in addition to investing in the NPS on your own. 5 ways RBI has made e-wallets safer for users Reserve Bank of India has mandated a range of safety valves to protect prepaid payment instrument customers. 70% Indians willing to share health data for insurance discounts: Study A study by healthcare firm GOQii has found that nearly 90% Indians believe healthier people should pay lesser premiums on their insurance policies. Family finance: Sankaran needs to hike investments and link them to goals After considering expenses, Sankaran should invest the money instead of letting it idle and link it to his goals. His major goals include child's education and retirement. How to complain against a housing finance company A customer can make a complaint to the grievance cell of the housing finance company if he/she is dissatisfied with the services. What are perpetual bonds? The issuer has the option to buy back the bond after a specific period. The call option is typically five years after the date of issue.

More Newsletters

ET Mutual Fund A weekly round-up of the top news and views

Markets Watch Round up of stock, currency, bond, money and real estate market

Daily Newsletter Special stories that round up the major developments of the day

View All

Follow Us on ET:

About us|Advertise with us|Feedback|Sitemap|Code of Ethics © 2019 Times Internet Limited.

To ensure delivery directly to your inbox, please add etnotifications@indiatimes.com to your address book today. If you are having trouble viewing this newsletter, please click here

To unsubscribe or edit your subscriptions please click here