These small-sized mutual funds outshined their larger peers in last 5 years

THE ECONOMIC TIMES Fri, Oct 25, 2019 | 08:14 AM IST Mutual Funds Newsletter

These small-sized mutual funds outshined their larger peers in last 5 years Out of the 40% schemes that managed to deliver double digit in the last five years, 23% were small-sized funds holding an AUM of up to Rs 500 crore. 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 Large cap mutual funds stage a comeback; top schemes offer 20% plus in a year In times of uncertainty, investors usually flock to giant companies that are leaders in their domain. These companies come out of troubled times relatively unscathed in comparison to mid- and small-sized companies. 'It is not wise to take tactical calls in mutual funds based on short-term performance' Many investors are wondering why their portfolios are stagnant for the last one year. Dilshad Billimoria, Founder, Dilzer Consultants tells what kind of questions her clients ask her and what advise she gives them. After a gap of nine months, gold ETFs witness inflows "HNIs or retail investors both invest in ETF, here in India, as well as major ETFs abroad. This is due to global geo-political uncertainties and economic slowdown in India," says Pritam Kumar Patnaik, Business Head, Reliance Commodities. Top Mutual Funds SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%) Axis Bluechip Fund Direct Plan-Growth ★★★★★ 16.42 26.94 9.19 -0.03 Invest Now Axis Bluechip Fund-Growth ★★★★★ 14.94 25.43 8.56 -0.13 Invest Now Mirae Asset Large Cap Fund Direct- Growth ★★★★★ 11.87 15.10 0.74 -0.31 Start SIP JM Core 11 Direct Plan-Growth ★★★★★ 11.54 25.72 3.22 2.42 Motilal Oswal Focused 25 Fund Direct-Growth ★★★★★ 11.25 23.17 8.59 1.98 Invest Now FeaturedMirae Asset Large Cap Fund Direct- Growth ★★★★★ 11.87 15.10 0.74 -0.31 Start SIP Kotak Emerging Equity Scheme: Fund review One of the key aspects of the scheme is the quality of its portfolio, which includes companies that have high corporate governance standards, lean cost structure and better balance sheets than their peers in their respective sectors. A beginner's guide to mutual funds – 7 First, aggressive hybrid schemes are recommended by many mutual fund advisors because they believe the unique portfolio of mix of equity and debt makes these schemes relatively stable in times of adverse conditions in the market. As far as ELSSs (Equity Linked Saving Schemes) are concerned, many advisors say the mandatory lock-in period of three years help investors to get used to the ups and downs typically associated with equity investments.

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 Union Large & Midcap Fund Direct-G Equity: Large & MidCap Open-ended 15 Nov 29 Nov 5000.00 Union Large & Midcap Fund Direct-D Equity: Large & MidCap Open-ended 15 Nov 29 Nov 5000.00 Union Large & Midcap Fund Reg-G Equity: Large & MidCap Open-ended 15 Nov 29 Nov 5000.00 Union Large & Midcap Fund Reg-D Equity: Large & MidCap Open-ended 15 Nov 29 Nov 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit DSP Equity & Bond-D Hybrid: Aggressive Hybrid Open-ended 25 Oct 2019 0.19 Aditya Birla SL MNC-D Equity: Thematic-MNC Open-ended 25 Oct 2019 9.54 Aditya Birla SL Balanced Advantage-D Hybrid: Dynamic Asset Allocation Open-ended 25 Oct 2019 0.09 HDFC Balanced Advantage-DM Hybrid: Dynamic Asset Allocation Open-ended 25 Oct 2019 0.22 Aditya Birla SL Frontline Equity-D Equity: Large Cap Open-ended 25 Oct 2019 1.58 * 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 23-10-2019 3063.79 2960.32 103.47 5775.98 3834.23 1941.75 22-10-2019 4055.17 4724.84 -669.67 4869.34 2957.05 1912.29 18-10-2019 3722.89 3388.94 333.95 5518.27 3694.56 1823.71 17-10-2019 2755.68 2881.71 -126.03 6084.39 4053.37 2031.02 16-10-2019 3889.24 2445.62 1443.62 6334.47 3290.87 3043.60 15-10-2019 2961.26 2272.73 688.53 7755.44 3856.93 3898.51 14-10-2019 2883.32 2487.63 395.69 4309.67 2938.16 1371.51 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 Motilal Oswal Long Term Equity Fund Direct-Growth 19.4731 2.86 1383.48 - 0.77 Motilal Oswal Long Term Equity Fund Regular-Growth 18.2598 2.83 1383.48 - 2.11 JM Core 11 Direct Plan-Growth 10.3295 2.47 49.36 - 2.22 SBI Small Cap Fund Direct-Growth 56.4878 2.21 2379.16 - 1.03 SBI Small Cap Fund-Growth 52.3772 2.19 2379.16 - 2.29 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 Motilal Oswal Long Term Equity Fund Direct-Growth 19.4731 2.86 1383.48 - 0.77 Motilal Oswal Long Term Equity Fund Regular-Growth 18.2598 2.83 1383.48 - 2.11 Sundaram Long Term Tax Advantage Fund Series IV Direct - Growth 8.9853 2.77 25.86 - 1.11 Sundaram Long Term Tax Advantage Fund Series IV Regular - Growth 8.9314 2.77 25.86 - 1.40 Sundaram Long Term Tax Advantage Fund Series III Direct - Growth 7.8554 2.56 40.25 - 1.21 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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