These mutual fund managers made the maximum money for investors in last 5 years

THE ECONOMIC TIMES Fri, Nov 22, 2019 | 08:10 AM IST Mutual Funds Newsletter

These mutual fund managers made the maximum money for investors in last 5 years Though every fund manager tries to put in his or her best effort to offer superior returns, some fund managers always outshine the others. Top 10 mutual funds to invest We have chosen two schemes from five categories - aggressive hybrid, large cap, mid cap, small cap and multi cap schemes which we believe should be enough for regular mutual fund investors. Here is the list of top mutual funds hand-picked by us. One should have a decent allocation in mid caps, says Neelesh Surana, CIO, Mirae Asset Mutual Fund "A disciplined approach to investing, with focus on 'quality up to a reasonable price', has helped us deliver a satisfactory track record." Should you exit debt mutual fund schemes with exposure to Vodafone-Idea papers? Many debt mutual funds have exposure to the Vodafone-Idea papers. I believe it is all right unless your scheme has a high exposure, says SR Srinivasan Kotak World Gold Fund: Fund review Exposure to gold to the tune of 8-11% of one's portfolio is one of the ways to mitigate some of concerns surrounding the current uncertainties. Top Mutual Funds SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%) Axis Bluechip Fund Direct Plan-Growth ★★★★★ 21.37 22.21 8.63 0.29 Invest Now Axis Bluechip Fund-Growth ★★★★★ 19.81 20.71 7.96 0.19 Invest Now Canara Robeco Bluechip Equity Fund Direct-Growth ★★★★★ 17.55 17.85 7.91 2.41 Invest Now Mirae Asset Large Cap Fund Direct- Growth ★★★★★ 17.25 14.40 5.63 3.66 Start SIP JM Core 11 Direct Plan-Growth ★★★★★ 17.17 15.56 4.37 0.01 FeaturedAditya Birla Sun Life Tax Relief 96 Direct-Growth ★★★★★ 15.17 8.03 3.69 3.78 Invest Now Investors must add index funds to their portfolios, say mutual fund advisors Mutual fund advisors argue that index funds that follow a passive investment strategy to mimic certain indices are a cost-effective option for investors. SN Lahiri exit: Keep L&T Mutual Fund schemes under close watch, say advisors SN Lahiri was managing most big equity and hybrid schemes of the AMC, holding a total AUM worth Rs 30,845 crore.

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New Fund Offers Fund Name Category Type Open Close Min Inv Tata Focused Equity Fund Direct-D Equity: Multi Cap Open-ended 15 Nov 29 Nov 5000.00 Tata Focused Equity Fund Direct-G Equity: Multi Cap Open-ended 15 Nov 29 Nov 5000.00 Tata Focused Equity Fund Reg-D Equity: Multi Cap Open-ended 15 Nov 29 Nov 5000.00 Tata Focused Equity Fund Reg-G Equity: Multi Cap Open-ended 15 Nov 29 Nov 5000.00 Union Large & Midcap Fund Direct-G Equity: Large & MidCap Open-ended 15 Nov 29 Nov 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit L&T Large and Midcap-D Equity: Large & MidCap Open-ended 22 Nov 2019 0.15 Aditya Birla SL Arbitrage-D Hybrid: Arbitrage Open-ended 22 Nov 2019 0.05 L&T Balanced Advantage-D Hybrid: Dynamic Asset Allocation Open-ended 22 Nov 2019 0.08 L&T Balanced Advantage Direct-D Hybrid: Dynamic Asset Allocation Open-ended 22 Nov 2019 0.09 L&T Large and Midcap Direct-D Equity: Large & MidCap Open-ended 22 Nov 2019 0.17 * 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 Franklin Build India Direct Fund-Growth 44.9539 2.88 1203.30 - 1.13 Franklin Build India Fund-Growth 41.4592 2.85 1203.30 - 2.22 SBI Focused Equity Fund Direct Plan-Growth 161.5027 2.19 5118.24 - 1.01 SBI Focused Equity Fund-Growth 151.8780 2.17 5118.24 - 2.06 Nippon India Large Cap Fund Direct-Growth 37.3604 1.89 12246.36 - 1.05 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 Aditya Birla Sun Life Tax Relief 96 Direct-Growth 34.0200 1.70 8640.04 - 1.06 Aditya Birla Sun Life Tax Relief 96-Growth 31.9400 1.67 8640.04 - 1.98 Aditya Birla Sun Life Tax Plan Direct-Growth 42.1900 1.64 579.25 - 1.81 Aditya Birla Sun Life Tax Plan-Growth 39.4600 1.63 579.25 - 2.46 SBI Tax Advantage Fund Series III Direct Growth 28.2889 1.50 19.97 - 0.88 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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