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Thursday, December 12, 2019

50% equity mutual funds underperform their benchmark in 2019

THE ECONOMIC TIMES
Fri, Dec 13, 2019 | 08:08 AM IST

Mutual Funds Newsletter

50% equity mutual funds underperform their benchmark in 2019

​Though 2019 numbers show some improvement over 2018, the average returns from all the mutual fund categories can still frustrate most mutual fund investors.

Best multi cap mutual funds to invest in 2019

Investors with a moderate risk profile can consider investing in multi cap mutual fund schemes to achieve their long-term goals like retirement, child's education, and so on.

Mirae Asset Large Cap, Kotak Standard Multicap, gain most inflows in 2019

According to data from Morningstar, three mutual fund schemes accumulated inflows worth more than Rs 4,000 crore in 2019.

Parag Parikh Long Term Equity Fund: Fund review

Close to 65.5% of the scheme's portfolio is invested in well-placed large-sized or bluechip companies in India.

Annual mutual fund portfolio review: what to do and what not to do

Even though the market is at an all time high, most equity mutual fund schemes haven't had a great year.

Top Mutual Funds
SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%)
Axis Bluechip Fund Direct Plan-Growth
★★★★★
20.95 19.97 6.94 0.50
Invest Now
Axis Bluechip Fund-Growth
★★★★★
19.40 18.56 6.31 0.41
Invest Now
Canara Robeco Bluechip Equity Fund Direct-Growth
★★★★★
16.77 17.31 6.05 0.98
Invest Now
Mirae Asset Large Cap Fund Direct- Growth
★★★★★
16.13 13.45 2.69 0.45
Start SIP
JM Core 11 Direct Plan-Growth
★★★★★
16.00 13.52 2.07 -1.60
FeaturedICICI Prudential Multicap Fund Direct Plan-Growth
★★★★★
10.86 6.58 -1.93 -0.62
Invest Now
Bharat Bond ETF is here; What is a bond ETF?

Bharat Bond ETF will be the first corporate bond debt ETF to be launched in India. The details of companies in the ETF are yet to be finalised.

5 things to know before investing in large & mid cap mutual funds

Large & mid cap schemes may be officially a new category after the recategorisation of mutual funds by Sebi. However, many multi cap mutual funds used to follow a similar investment strategy to deploy their funds earlier.

TERM OF THE WEEK
New Fund Offers
Fund Name Category Type Open Close Min Inv
Axis Retirement Savings Fund - Aggressive Plan Direct-G Hybrid: Aggressive Hybrid Open-ended 29 Nov 13 Dec 5000.00
Axis Retirement Savings Fund - Aggressive Plan Reg-D Hybrid: Aggressive Hybrid Open-ended 29 Nov 13 Dec 5000.00
Axis Retirement Savings Fund - Aggressive Plan Reg-G Hybrid: Aggressive Hybrid Open-ended 29 Nov 13 Dec 5000.00
Axis Retirement Savings Fund - Conservative Plan Direct-G Hybrid: Conservative Hybrid Open-ended 29 Nov 13 Dec 5000.00
Axis Retirement Savings Fund - Conservative Plan Direct-D Hybrid: Conservative Hybrid Open-ended 29 Nov 13 Dec 5000.00
More >>
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
Templeton India Value-D Equity: Value Oriented Open-ended 13 Dec 2019 3.92
Templeton India Value Direct-D Equity: Value Oriented Open-ended 13 Dec 2019 3.92
Aditya Birla SL Income-DQ Debt: Medium to Long Duration Open-ended 16 Dec 2019 0.14
Aditya Birla SL Government Securities-DQ Debt: Gilt Open-ended 16 Dec 2019 0.11
ICICI Pru Multicap-D Equity: Multi Cap Open-ended 16 Dec 2019 1.99
* 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
11-12-2019 2682.72 2096.87 585.85 4458.17 2971.95 1486.22
10-12-2019 1955.86 1207.38 748.48 8473.01 5260.63 3212.38
09-12-2019 1718.07 1668.55 49.52 11122.07 8362.37 2759.70
06-12-2019 2021.75 1972.81 48.94 6283.27 5997.90 285.37
05-12-2019 2071.83 2295.21 -223.38 7195.91 4935.64 2260.27
04-12-2019 4032.05 2250.08 1781.97 8532.21 5122.48 3409.73
03-12-2019 2774.44 1741.79 1032.65 7039.88 5674.65 1365.23
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 Dynamic Fund Regular-Growth 13.1709 0.34 1293.74 - 2.16
SBI Banking & Financial Services Fund Direct-Growth 20.7883 0.21 1019.57 - 1.30
SBI Banking & Financial Services Fund Regular-Growth 19.8551 0.19 1019.57 - 2.44
Axis Bluechip Fund Direct Plan-Growth 34.3600 0.15 6829.16 - 0.64
Franklin India Ultra Short Bond Fund Super Institutional Direct-Growth 28.0922 0.14 19881.57 - - 0.40
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
JM Tax Gain Direct Plan-Growth 19.5122 0.13 30.99 - 2.38
BOI AXA Tax Advantage Direct-Growth 59.8200 0.12 227.75 - 1.51
JM Tax Gain Fund-Growth 18.0275 0.11 30.99 - 2.38
BOI AXA Tax Advantage Eco-Growth 57.9200 0.10 227.75 - 2.64
BOI AXA Tax Advantage Regular-Growth 54.6100 0.09 227.75 - 2.64
Click here to view all TMF ( All Ratings) >>

QUICK LINKS - MUTUAL FUND STATS

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