Is time to say goodbye to small cap mutual funds?

THE ECONOMIC TIMES Fri, Aug 30, 2019 | 08:09 AM IST Mutual Funds Newsletter

Is time to say goodbye to small cap mutual funds? As per Sebi re-categorisation norms, small cap mutual funds are mandated to invest at least 65 per cent of their corpus in small cap stocks Gold prices at 6-year high; should invest in gold funds, ETFs? Globally, the yellow metal gold jumped 1.2 per cent to $1,544 per ounce on Monday. Best mutual fund SIP portfolios to invest in 2019 Are you looking for a mutual fund portfolio to achieve your long-term financial goals? Here are some ready-made portfolios How to maximise wealth with mutual fund SIPs A recent AMFI report has some interesting facets about SIP investments. We have chosen some points that will help you to maximize wealth through SIP investments. Don't be adventurous because of 'stimulus': Jimmy Patel, CEO, Quantum Mutual Fund The stock market pundits continue to be divided over the efficacy of the much-awaited stimulus measures announced by the Finance Minister on Friday. Top Mutual Funds SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%) Axis Bluechip Fund Direct Plan-Growth ★★★★★ 14.41 1.42 9.49 0.86 Invest Now Axis Bluechip Fund-Growth ★★★★★ 12.95 0.10 8.81 0.76 Sundaram Select Focus Fund Institutional-Growth ★★★★★ 11.92 -3.28 6.20 -1.60 Mirae Asset Large Cap Fund Direct- Growth ★★★★★ 11.59 -3.00 3.29 -1.80 Start SIP Mirae Asset Large Cap Fund Regular- Growth ★★★★★ 10.64 -4.03 2.74 -1.89 FeaturedDSP Dynamic Asset Allocation Fund Direct-Growth ★★★★★ 7.02 6.74 4.04 0.25 Start SIP You can now invest in mutual funds through WhatsApp; should you? CAMS recently launched a WhatsApp-based bot 'CAMServ' to help individuals to perform various financial and non-financial transactions in any of the 16 AMCs serviced by it. Eight credit risk mutual funds are offering over 8 per cent. Should you invest? Credit risk mutual funds are mandated to invest at least 65 per cent of their corpus in below AA-rated instruments.

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 ITI Long Term Equity Fund Reg-D Equity: ELSS Open-ended 15 Jul 14 Oct 500.00 ITI Long Term Equity Fund Direct-G Equity: ELSS Open-ended 15 Jul 14 Oct 500.00 ITI Long Term Equity Fund Direct-D Equity: ELSS Open-ended 15 Jul 14 Oct 500.00 ITI Long Term Equity Fund Reg-G Equity: ELSS Open-ended 15 Jul 14 Oct 500.00 Sundaram Equity Fund Direct-G Equity: Multi Cap Open-ended 16 Aug 30 Aug 100.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Aditya Birla SL Equity Advantage Reg-D Equity: Large & MidCap Open-ended 30 Aug 2019 5.31 Canara Robeco Conservative Hybrid Reg-DM Hybrid: Conservative Hybrid Open-ended 30 Aug 2019 0.07 Canara Robeco Infrastructure Reg-D Equity: Sectoral-Infrastructure Open-ended 30 Aug 2019 1.20 SBI Arbitrage Opportunities-D Hybrid: Arbitrage Open-ended 30 Aug 2019 0.05 Canara Robeco Equity Hybrid Reg-DM Hybrid: Aggressive Hybrid Open-ended 30 Aug 2019 0.58 * 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 28-08-2019 2160.27 1908.15 252.12 6234.94 5262.91 972.03 27-08-2019 3802.74 3600.02 202.72 7386.67 4454.76 2931.91 26-08-2019 3538.25 2870.22 668.03 8718.02 6192.75 2525.27 23-08-2019 3331.73 1703.45 1628.28 10457.62 6796.77 3660.85 22-08-2019 4271.84 2221.88 2049.96 7201.23 4393.77 2807.46 21-08-2019 2647.83 2404.60 243.23 11071.49 7540.82 3530.67 20-08-2019 2243.85 2071.48 172.37 6421.57 3953.85 2467.72 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-Growth 86.0704 3.48 9.81 - 2.48 Franklin Build India Direct Fund-Growth 41.2398 3.32 1264.58 - 1.15 Franklin Build India Fund-Growth 38.1311 3.30 1264.58 - 2.19 Motilal Oswal Multicap 35 Fund Direct-Growth 26.2632 3.19 13304.53 - 0.97 Motilal Oswal Multicap 35 Fund Regular-Growth 24.9541 3.17 13304.53 - 1.76 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 UTI Long Term Advantage Fund - Series IV Direct - Growth 9.6443 4.36 155.45 - 2.45 UTI Long Term Advantage Fund - Series IV Regular - Growth 9.2329 4.35 155.45 - 2.45 UTI Long Term Advantage Fund - Series V Direct - Growth 8.8651 3.51 148.78 - 2.40 Quant Tax Plan Direct-Growth 87.8932 3.51 9.81 - 0.57 UTI Long Term Advantage Fund - Series V Regular - Growth 8.4782 3.50 148.78 - 2.40 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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