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Thursday, November 28, 2019

We stay away from companies with questionable management: Rajeev Thakkar of PPFAS Mutual Fund

THE ECONOMIC TIMES
Fri, Nov 29, 2019 | 08:14 AM IST

Mutual Funds Newsletter

We stay away from companies with questionable management: Rajeev Thakkar of PPFAS Mutual Fund

'We have stayed away from frothy valuations. This has helped in withstanding the severe selloff seen in 2018 in the broader markets.'

Focused strategy is not as risky as it seems, says R Srinivasan of SBI Mutual Fund

"As a fund house, our stock selection process is biased towards quality and growth. To the extent possible! As a style, 'quality and growth,' I think, tends to outperform weak markets."

3 model investment portfolios for different stages of life

Reviewing an investment portfolio is a crucial aspect of financial planning. You need to change your asset allocation and realign them as per you goals in different stages of your life.

Kotak Emerging Equity Fund: Fund review

Among mid cap focused schemes that have done well in most periods of market cycles, mutual fund investors can consider Kotak Emerging Equity Fund.

Investing in quality companies paid off, says Jinesh Gopani, head-equities, Axis Mutual Fund

Axis Mutual Fund was the top performer in 2018, and it is topping the performance chart in 2019 also.

Top Mutual Funds
SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%)
Axis Bluechip Fund Direct Plan-Growth
★★★★★
21.15 22.04 8.35 2.62
Invest Now
Axis Bluechip Fund-Growth
★★★★★
19.60 20.53 7.72 2.48
Invest Now
Canara Robeco Bluechip Equity Fund Direct-Growth
★★★★★
17.12 18.09 6.50 3.44
Invest Now
Mirae Asset Large Cap Fund Direct- Growth
★★★★★
16.97 15.72 4.30 5.56
Start SIP
JM Core 11 Direct Plan-Growth
★★★★★
16.24 17.78 3.23 0.14
FeaturedDSP Short Term Direct Plan-Growth
★★★★★
7.53 10.95 5.60 1.09
Start SIP
Are you new to mutual funds? Read this before investing

Everyone wants to know how they can invest in mutual funds; some wants to know the best mutual funds to invest for retirement. Some others want to know whether they have invested in the right mutual funds.

Equity AUM surge: Axis, Kotak, Mirae Mutual Fund CEOs speak

The total inflows into equity schemes in October were Rs 6027 crore. Here is what CEOs of the top three fund houses think contributed to the inflows.

TERM OF THE WEEK
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
Aditya Birla SL Tax Relief 96-D Equity: ELSS Open-ended 29 Nov 2019 9.39
Aditya Birla SL Tax Plan-D Equity: ELSS Open-ended 29 Nov 2019 4.70
Aditya Birla SL Equity-D Equity: Multi Cap Open-ended 29 Nov 2019 6.32
Aditya Birla SL Equity Direct-D Equity: Multi Cap Open-ended 29 Nov 2019 8.05
ICICI Pru Equity & Debt-DM Hybrid: Aggressive Hybrid Open-ended 02 Dec 2019 0.20
* 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
22-11-2019 2108.98 2244.49 -135.51 5571.92 4772.41 799.51
21-11-2019 2098.44 2754.31 -655.87 11417.12 7753.98 3663.14
20-11-2019 3649.20 3294.93 354.27 10980.06 5273.91 5706.15
19-11-2019 3394.97 3166.27 228.70 5414.63 4957.92 456.71
18-11-2019 2450.89 2057.56 393.33 6645.02 4041.34 2603.68
15-11-2019 3431.95 3015.27 416.68 7769.13 5046.43 2722.70
14-11-2019 3107.37 2424.82 682.55 10402.90 7359.87 3043.03
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 45.9851 2.29 1203.30 - 1.13
Franklin Build India Fund-Growth 42.4008 2.27 1203.30 - 2.22
Mirae Asset Emerging Bluechip Fund Direct-Growth 61.2530 2.01 7746.78 - 0.84
Mirae Asset Emerging Bluechip Fund Regular-Growth 57.5080 1.99 7746.78 - 1.78
Mirae Asset Tax Saver Fund Direct-Growth 20.1660 1.94 2279.69 - 0.30
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
Nippon India Tax Saver (ELSS) Fund Direct-Growth 58.3828 2.56 9690.79 - 1.28
Nippon India Tax Saver (ELSS) Fund-Growth 55.3270 2.55 9690.79 - 2.08
UTI Long Term Advantage Fund - Series VI Direct - Growth 8.4831 2.49 334.15 - 1.25
UTI Long Term Advantage Fund - Series VI Regular - Growth 8.2220 2.48 334.15 - 1.25
UTI Long Term Advantage Fund - Series VII Direct - Growth 8.8258 2.43 218.28 - 1.25
Click here to view all TMF ( All Ratings) >>

QUICK LINKS - MUTUAL FUND STATS

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