Mid cap and small cap mutual fund schemes on the path of revival?

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

Mid cap and small cap mutual fund schemes on the path of revival? Mid cap mutual fund category is offering 5.06% returns in one year and small cap funds category is offering 0.46% returns in the same period. The large cap category is offering 12.64% returns in one year. Return of Aadhaar-based e-KYC to make life easier for mutual fund investors Mutual fund distributors who want to undertake Aadhaar authentication services through KUAs (KYC User Agency) should enter into an agreement with the KUA. They should also get themselves registered with UIDAI as sub-KUAs. Best large cap mutual funds to invest in 2019 Large cap mutual fund schemes, as the name suggests, invest in stocks of very large companies, or top 100 stocks with the largest market capitalisation. Our bottom-up strategy helped to deliver top quartile returns, says Mayur Patel of IIFL AMC Due to our bottom up stock picking approach we have been able to create outperformance through superior stock selection. Financials, IT, pharma and industrials are our top sectoral positions. SBI Small Cap Fund: Fund review Historically, it has been observed that small-sized companies tend to do well — many a time outperforming large-cap companies — when earnings rally kicks in. Top Mutual Funds SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%) Axis Bluechip Fund Direct Plan-Growth ★★★★★ 18.59 25.86 13.23 5.10 Invest Now Axis Bluechip Fund-Growth ★★★★★ 17.08 24.31 12.54 4.99 Invest Now Mirae Asset Large Cap Fund Direct- Growth ★★★★★ 14.49 16.12 6.75 8.73 Start SIP Canara Robeco Bluechip Equity Fund Direct-Growth ★★★★★ 14.15 18.92 10.24 7.26 Invest Now JM Core 11 Direct Plan-Growth ★★★★★ 13.78 20.82 7.63 6.18 FeaturedDSP Liquidity Direct-Growth ★★★★★ 7.03 7.01 3.18 0.45 Start SIP Planning to invest in mutual funds? Answer these six questions first Thanks to the recent rally in the stock market, many new investors are thinking of investing in mutual funds. We (ETMutualFunds.com) receive several queries from readers on our facebook page, asking for 'the best' schemes or whether they have chosen the right schemes. A little bit of homework can help new investors to plan better. Here are some pointers. Why are mid- and small-cap funds not going up even when the market is at all-time high? Market movement generally happens in anticipation of something. So, the up and down is basically a reaction to what the market believes is going to happen.

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 ICICI Pru Multi Asset-D Hybrid: Multi Asset Allocation Open-ended 08 Nov 2019 0.17 DSP Tax Saver-D Equity: ELSS Open-ended 08 Nov 2019 0.35 Nippon India Q Interval Series II Retail-D Debt: FMP Open-ended 08 Nov 2019 0.00 ICICI Pru Multi Asset Direct-D Hybrid: Multi Asset Allocation Open-ended 08 Nov 2019 0.14 Nippon India Q Interval Series II Direct-D Debt: FMP Open-ended 08 Nov 2019 0.00 * 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 05-11-2019 2200.56 3625.49 -1424.93 7448.55 6497.46 951.09 04-11-2019 2378.12 2580.93 -202.81 6234.61 5337.81 896.80 01-11-2019 3114.15 2823.28 290.87 5887.37 3289.58 2597.79 31-10-2019 5272.60 6993.32 -1720.72 6146.17 3994.29 2151.88 30-10-2019 3267.52 3448.33 -180.81 7840.09 4666.97 3173.12 29-10-2019 3752.65 3557.06 195.59 4203.37 2198.71 2004.66 27-10-2019 10.63 0.88 9.75 0.14 0.25 -0.11 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 Banking & Financial Services Fund Direct-Growth 20.0979 1.19 1019.57 - 1.47 SBI Banking & Financial Services Fund Regular-Growth 19.2161 1.17 1019.57 - 2.52 Mirae Asset Tax Saver Fund Direct-Growth 19.7840 1.06 2279.69 - 0.25 Mirae Asset Tax Saver Fund Regular-Growth 18.7250 1.03 2279.69 - 2.08 Parag Parikh Long Term Equity Fund Direct-Growth 27.5114 0.91 2061.40 - 1.33 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 SBI Tax Advantage Fund Series II- Growth 39.5998 1.53 24.13 - 1.46 SBI Tax Advantage Fund Series III Direct Growth 28.2450 1.16 19.97 - 0.88 SBI Tax Advantage Fund Series III Regular Growth 27.6338 1.15 19.97 - 1.38 Mirae Asset Tax Saver Fund Direct-Growth 19.7840 1.06 2279.69 - 0.25 Principal Personal Tax Saver Fund Direct 199.9500 1.04 248.63 - 2.11 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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