21 equity schemes more than quadrupled money in 10 years

THE ECONOMIC TIMES Fri, Sep 20, 2019 | 08:09 AM IST Mutual Funds Newsletter

21 equity schemes more than quadrupled money in 10 years In the last five years, three mutual fund schemes have more than doubled investors' money. When you don't need a small cap mutual fund Some market pundits are shouting from the roof top that time is ripe to invest in small cap mutual funds. Some others believe individual investors should stop investing in small cap mutual funds as the returns from these funds do not justify the extra risk. Where did top-performing mutual funds invest in August Most mutual fund schemes failed to offer meaningful returns to investors in the last 18 months. Best large & mid cap mutual funds to invest in 2019 These schemes, as the name suggests, would invest in a mix of large and mid-sized companies. Should you invest in schemes from smaller mutual fund houses? There are 44 AMCs in the industry and the smallest AMCs also have certain AUM, which means investors do bet on their schemes. Top Mutual Funds SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%) Axis Bluechip Fund Direct Plan-Growth ★★★★★ 12.90 5.75 2.69 -1.53 Invest Now Axis Bluechip Fund-Growth ★★★★★ 11.45 4.39 2.04 -1.65 Invest Now Mirae Asset Large Cap Fund Direct- Growth ★★★★★ 9.83 -1.32 -5.39 -2.37 Start SIP Mirae Asset Large Cap Fund Regular- Growth ★★★★★ 8.89 -2.38 -5.91 -2.46 Invest Now Motilal Oswal Focused 25 Fund Direct-Growth ★★★★★ 7.73 -1.31 -1.33 -0.48 Invest Now FeaturedDSP Liquidity Direct-Growth ★★★★★ 7.10 7.28 3.44 0.48 Start SIP Long duration bond funds are topping 5-year return chart. Is it time to invest? Long duration bond funds have beaten every other mutual fund category in the five-year horizon. Crude shock for your equity and debt mutual fund investments On Monday, oil prices spiked $12 to trade at $71 a barrel in Asia. This is said to be the biggest advance in Oil prices in 28 years.

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 SBI Capital Protection Oriented Fund - Series A (Plan 6) Direct-G Hybrid: Conservative Hybrid Closed-end 12 Sep 26 Sep 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Franklin India Dynamic Accrual-DQ Debt: Dynamic Bond Open-ended 20 Sep 2019 0.16 Kotak Gilt Inv Regular-DQ Debt: Gilt Open-ended 20 Sep 2019 0.24 Franklin India Corporate Debt A-DQ Debt: Corporate Bond Open-ended 20 Sep 2019 0.20 Franklin India Low Duration-DQ Debt: Low Duration Open-ended 20 Sep 2019 0.14 Franklin India Corporate Debt A-DH Debt: Corporate Bond Open-ended 20 Sep 2019 0.40 * 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 18-09-2019 2121.88 1363.16 758.72 11109.60 8031.84 3077.76 17-09-2019 2381.69 2171.42 210.27 6039.47 3588.93 2450.54 16-09-2019 1896.13 1500.19 395.94 7909.43 6133.59 1775.84 13-09-2019 3027.23 1895.19 1132.04 14997.53 12224.47 2773.06 12-09-2019 2341.89 2561.01 -219.12 9087.36 6960.49 2126.87 11-09-2019 3335.08 2532.57 802.51 8063.28 6977.95 1085.33 09-09-2019 1285.88 1268.29 17.59 4885.65 2945.87 1939.78 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 SBI Magnum Medium Duration Fund Direct -Growth 35.8373 0.32 1667.72 - 0.74 SBI Magnum Medium Duration Fund-Growth 34.1484 0.31 1667.72 - 1.09 UTI Gilt Fund Regular Plan-Growth 44.3574 0.31 499.23 - - 0.93 Edelweiss Government Securities Fund Direct-Growth 17.1435 0.28 83.05 - - 0.86 Kotak Dynamic Bond Fund Direct-Growth 26.7460 0.23 623.05 - - 0.41 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 Rewards of Investing and Generation of Healthy Tax Savings Fund-Growth 38.9400 -0.54 45.97 - 1.41 SBI Long Term Advantage Fund Series IV Direct - Growth 12.7147 -0.84 147.66 - 1.75 SBI Long Term Advantage Fund Series IV Regular - Growth 12.4401 -0.85 147.66 - 2.75 Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular - Growth 7.6274 -0.90 47.53 - 1.43 Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct - Growth 7.7488 -0.90 47.53 - 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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