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Thursday, November 7, 2019

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
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) >>

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