Should you worry about your investments in Franklin Templeton debt mutual fund schemes?

THE ECONOMIC TIMES Fri, Jan 24, 2020 | 08:14 AM IST Mutual Funds Newsletter

Should you worry about your investments in Franklin Templeton debt mutual fund schemes? Debt schemes of Franklin India Mutual Fund are in the news due to their exposure in the troubled Vodafone-Idea papers. Why do some mutual fund investors fail to create wealth? Many mutual fund advisors say that investors make some common mistakes that reduce their chances of earning the maximum returns. Axis All Season Debt FoF: New Fund Review "Axis All Seasons Debt Fund FOF is a unique product in the debt basket. It aims at adequate diversification. Especially at this point when there is a lot of confusion among investors about debt funds, this can be a go to scheme." What do mutual fund investors expect from Budget 2020? Mutual fund houses are playing it safe this year - most refuse to comment on their expectations from the budget. Association of Mutual Funds of India or Amfi has already put out a wish list. Mid-, small-cap mutual funds have started rallying. Is it time to invest? In the last 15 days, mid cap and small cap indices have gained between 3-5%, as soaring valuations in large cap stocks along with ample liquidity started chasing quality stocks in these segments. Top Mutual Funds SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%) Axis Bluechip Fund Direct Plan-Growth ★★★★★ 20.76 21.22 12.51 -0.46 Invest Now Axis Bluechip Fund-Growth ★★★★★ 19.21 19.84 11.87 -0.56 Invest Now Canara Robeco Bluechip Equity Fund Direct-Growth ★★★★★ 16.45 19.66 13.20 1.27 Invest Now Sundaram Select Focus Fund Regular-Growth ★★★★★ 15.94 16.49 9.97 0.51 Mirae Asset Large Cap Fund Direct- Growth ★★★★★ 15.65 15.63 9.14 0.46 Start SIP FeaturedL&T Balanced Advantage Fund Direct-Growth ★★★★★ 8.59 10.69 6.50 0.96 Invest Now How did last 6 budgets of Modi govt impact mutual funds? The finance minister introduced a 10% tax on long term capital gains made in equity schemes over Rs 1 lakh in a financial year, without providing any indexation benefit. The finance minister added that all the gains up to 31st January 2018 will be grandfathered. The minister also announced 10% dividend distribution tax (DDT) on equity schemes. We hope it will be a good budget, says Jinesh Gopani, head – equities, Axis Mutual Fund "As of now, we have seen that earnings growth can be in the range of 15% to 18% for the Nifty indices. However, a lot will depend on how the second half goes than the first half of this calendar year. "

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New Fund Offers Fund Name Category Type Open Close Min Inv HSBC Ultra Short Duration Fund Direct-DM Debt: Ultra Short Duration Open-ended 14 Jan 28 Jan 5000.00 HSBC Ultra Short Duration Fund Direct-DW Debt: Ultra Short Duration Open-ended 14 Jan 28 Jan 5000.00 HSBC Ultra Short Duration Fund Direct-DD Debt: Ultra Short Duration Open-ended 14 Jan 28 Jan 5000.00 HSBC Ultra Short Duration Fund Direct-G Debt: Ultra Short Duration Open-ended 14 Jan 28 Jan 5000.00 HSBC Ultra Short Duration Fund Reg-DM Debt: Ultra Short Duration Open-ended 14 Jan 28 Jan 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Aditya Birla SL Balanced Advantage-D Hybrid: Dynamic Asset Allocation Open-ended 24 Jan 2020 0.10 Nippon India Vision-D Equity: Large & MidCap Open-ended 24 Jan 2020 3.50 Franklin India Dynamic Asset Allocation FoF-D Hybrid: Dynamic Asset Allocation Open-ended 24 Jan 2020 0.39 Nippon India Consumption-D Equity: Thematic-Consumption Open-ended 24 Jan 2020 1.50 L&T Equity-D Equity: Multi Cap Open-ended 24 Jan 2020 2.21 * 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 21-01-2020 2348.18 2599.24 -251.06 8360.59 6550.33 1810.26 20-01-2020 2537.98 3557.69 -1019.71 6990.32 5618.16 1372.16 17-01-2020 2781.73 2789.30 -7.57 8945.82 7357.85 1587.97 16-01-2020 2740.74 2504.51 236.23 8938.84 6967.05 1971.79 15-01-2020 3084.04 2889.93 194.11 9692.38 9294.60 397.78 14-01-2020 2960.27 3455.84 -495.57 9092.65 8453.61 639.04 13-01-2020 3621.31 3318.48 302.83 7634.84 6968.21 666.63 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 Kotak Emerging Equity Fund Direct-Growth 46.9440 1.73 5406.32 - 0.78 Kotak Emerging Equity Fund Regular-Growth 43.2860 1.71 5406.32 - 1.86 L&T Infrastructure Fund Direct-Growth 17.3100 1.58 1699.51 - 1.18 L&T Infrastructure Fund-Growth 16.3500 1.55 1699.51 - 2.21 SBI Small Cap Fund Direct-Growth 61.1488 1.54 2942.71 - 1.00 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 41.9188 1.31 25.82 - 1.46 SBI Tax Advantage Fund Series III Direct Growth 29.9712 1.24 21.44 - 0.88 SBI Tax Advantage Fund Series III Regular Growth 29.2918 1.23 21.44 - 1.38 UTI Long Term Advantage Fund - Series VI Direct - Growth 8.8319 1.00 344.68 - 1.25 UTI Long Term Advantage Fund - Series VI Regular - Growth 8.5542 0.99 344.68 - 1.25 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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