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Thursday, May 9, 2019

Best mutual funds to invest in 2019

THE ECONOMIC TIMES
Fri, May 10, 2019 | 08:10 AM IST

Mutual Funds Newsletter

Best mutual funds to invest in 2019

Our list of top mutual fund schemes that you may consider to invest in 2019.

How Franklin India Ultra Short Bond Fund stays at the top, year after year?

Investors swear by it. Even mutual fund advisors love it.

Why Rs 1 crore will not ensure a rich retired life?

Rs 1 crore, Rs 2 crore, or Rs 5 crore will not guarantee a cushy retired life to you. Why? The basic idea behind creating a target corpus is to ensure that returns or interest from it would be enough to take care of your expenses after retirement. Have you done the math to find out whether the big round figure would do that?

When should you sell an ELSS or tax saving mutual fund scheme?

ELSS funds have the shortest lock-in period of merely three years.

Time in the market, not timing the market, will deliver returns: Sunil Subramaniam of Sundaram Mutual

Should mutual fund investors exit their investments and book profits during election year and buy again at lower levels?

Top Mutual Funds
SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%)
JM Core 11 Direct Plan-Growth -5.32 8.75 3.46 18.47
JM Core 11 Fund-Growth -5.46 7.65 1.96 16.95
Mirae Asset Large Cap Fund Direct- Growth -2.99 6.20 5.69 16.85
Reliance Large Cap Fund Direct-Growth -3.73 5.03 5.73 16.64
Mirae Asset Large Cap Fund Regular- Growth -3.08 5.60 4.65 15.90
FeaturedDHFL Pramerica Hybrid Debt Fund Direct Plan-Growth
★★★★★
-0.32 5.33 7.66 9.03
Start SIP
These top mutual fund managers offered over 20 per cent returns

Most of us invest in mutual fund schemes because we think we are better off with a professional fund manager who knows how to take care of the investments. If the fund manager is able to beat the benchmark and category consistently, he is worth the money you are paying for. What if he generates more than 20 per cent returns in the last five years? Well, they undoubtedly deserve the title of star fund mangers. Here are four fund managers who offered over 20 per cent returns in the last five years.

Best value-oriented equity mutual funds to invest in 2019

Value investing is an investment strategy that looks to buy stocks that are trading below their intrinsic value.

TERM OF THE WEEK
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
DSP Tax Saver-D Equity: ELSS Open-ended 10 May 2019 0.35
LIC MF Equity Hybrid-D Hybrid: Aggressive Hybrid Open-ended 13 May 2019 0.10
UTI Arbitrage Reg-D Hybrid: Arbitrage Open-ended 13 May 2019 0.06
Reliance Large Cap-D Equity: Large Cap Open-ended 13 May 2019 0.10
UTI M Interval Fund Sr 1 Ret-D Debt: FMP Open-ended 13 May 2019 -
* 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
08-05-2019 2221.73 1764.93 456.80 10159.30 9919.01 240.29
07-05-2019 2158.85 1332.87 825.98 9088.31 7043.98 2044.33
06-05-2019 2288.92 1862.87 426.05 8172.72 6880.22 1292.50
03-05-2019 2759.76 2200.63 559.13 10275.10 8671.69 1603.41
02-05-2019 1683.89 2497.19 -813.30 7075.39 9936.63 -2861.24
30-04-2019 3629.25 2483.27 1145.98 8933.56 13797.43 -4863.87
26-04-2019 2959.88 2162.06 797.82 9108.17 9540.45 -432.28
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
ICICI Prudential Regular Gold Savings Direct-Growth 11.0452 1.73 45.88 - - 0.45
ICICI Prudential Regular Gold Savings Fund-Growth 10.8634 1.72 45.88 - - 0.45
Kotak Gold Fund Direct-Growth 13.7414 0.60 134.16 - - 0.56
Edelweiss Government Securities Fund Direct-Growth 15.8404 0.44 126.60 - - 0.26
Reliance Gilt Securities Fund Direct-Growth 26.6424 0.37 925.04 - - 0.69
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
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan - Growth 396.0900 -2.01 5686.28 - 2.01
ICICI Prudential Long Term Equity Fund (Tax Saving)- Growth 372.1200 -2.02 5686.28 - 2.01
SBI Long Term Advantage Fund Series V Direct - Growth 9.9049 -2.11 286.00 - 1.75
SBI Long Term Advantage Fund Series V Regular - Growth 9.7897 -2.12 286.00 - 2.96
Quantum Tax Saving Fund Direct-Growth 53.9000 -2.16 74.57 - 1.28
Click here to view all TMF ( All Ratings) >>

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