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    Thursday, January 2, 2020

    Stick to this secret mantra to make money on mutual fund investments in 2020

    THE ECONOMIC TIMES
    Fri, Jan 03, 2020 | 08:14 AM IST

    Mutual Funds Newsletter

    Stick to this secret mantra to make money on mutual fund investments in 2020

    Do not ever invest in an equity mutual funds to meet your short-term goals. Equity is extremely risky and volatile in the short term. You will lose money if you bet on equity for a short period.

    Best large cap mutual funds to invest in 2020

    many mutual fund managers and advisors recommend large cap schemes during uncertain times. Large cap stocks mostly fare better than mid cap and small cap stocks in times of a market correction.

    He thought his small salary was an issue; then he got to know about step-up SIP in mutual funds

    Ronak had two goals: a solo trip to Spain and to build a retirement corpus of Rs 5 core in 20 years. "How do I invest so much when my current salary is only Rs 75,000? It will leave me with less than Rs 20000," he told me.

    Six consistent equity mutual funds of the decade to bet on

    A consistent mutual fund scheme allows investors to ride through both the bull and the bear market with ease.

    Best debt mutual fund strategy for investors in 2020

    Investors appear to be caught in a situation where post-tax returns in 'safe' investments barely meet inflation, or fall short. To juice up returns, investors need to take either duration risk or credit risk.

    Top Mutual Funds
    SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%)
    Axis Bluechip Fund Direct Plan-Growth
    ★★★★★
    22.00 20.73 6.93 1.87
    Invest Now
    Axis Bluechip Fund-Growth
    ★★★★★
    20.45 19.30 6.32 1.77
    Invest Now
    Canara Robeco Bluechip Equity Fund Direct-Growth
    ★★★★★
    17.75 18.74 7.32 2.27
    Invest Now
    Mirae Asset Large Cap Fund Direct- Growth
    ★★★★★
    17.12 15.91 4.81 1.80
    Start SIP
    Sundaram Select Focus Fund Regular-Growth
    ★★★★★
    16.94 16.38 4.34 1.16
    FeaturedICICI Prudential Large & Mid Cap Fund Direct Plan-Growth
    ★★★★★
    10.23 9.09 1.09 2.09
    Invest Now
    How much did your mutual fund SIP investments offer in 2019: 27% or -22%?

    Here is a list of wealth creator and wealth destroyer mutual funds of 2019.

    Most giant mutual fund schemes fared badly in 2019. Here is the list

    We looked at returns generated by schemes managing assets of over Rs 10,000 crore vis-à-vis their peers in the same category.

    TERM OF THE WEEK
    New Fund Offers
    Fund Name Category Type Open Close Min Inv
    Tata Quant Fund Reg-G Equity: Thematic Open-ended 03 Jan 17 Jan 5000.00
    Tata Quant Fund Reg-D Equity: Thematic Open-ended 03 Jan 17 Jan 5000.00
    Tata Quant Fund Direct-G Equity: Thematic Open-ended 03 Jan 17 Jan 5000.00
    Tata Quant Fund Direct-D Equity: Thematic Open-ended 03 Jan 17 Jan 5000.00
    More >>
    Forthcoming Dividend
    Fund Name Category Type Record Date Div Per Unit
    UTI Arbitrage Reg-D Hybrid: Arbitrage Open-ended 06 Jan 2020 0.07
    Nippon India Q Interval Series I Inst-D Debt: FMP Open-ended 06 Jan 2020 0.00
    Nippon India Q Interval Series I Retail-D Debt: FMP Open-ended 06 Jan 2020 0.00
    UTI Annual Interval Fund Sr IV Reg-D Debt: FMP Open-ended 06 Jan 2020 -
    UTI Q Interval Fund Sr VII Reg-D Debt: FMP Open-ended 06 Jan 2020 -
    * 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
    31-12-2019 2623.55 1837.22 786.33 10899.95 7561.33 3338.62
    30-12-2019 1781.01 1410.56 370.45 10615.30 6453.48 4161.82
    27-12-2019 2023.18 1232.66 790.52 11404.09 7256.49 4147.60
    26-12-2019 2467.39 3057.19 -589.80 6690.82 3984.53 2706.29
    24-12-2019 1389.66 1743.96 -354.30 7169.51 6149.34 1020.17
    23-12-2019 1820.65 3462.91 -1642.26 6260.21 5390.94 869.27
    20-12-2019 3444.96 3642.44 -197.48 5367.30 3696.38 1670.92
    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 46.2144 3.48 1203.30 - 1.10
    Franklin Build India Fund-Growth 42.5665 3.46 1203.30 - 2.28
    L&T Infrastructure Fund Direct-Growth 16.4300 3.07 1712.96 - 1.17
    L&T Infrastructure Fund-Growth 15.5300 3.05 1712.96 - 2.20
    Kotak Emerging Equity Fund Direct-Growth 44.4760 2.91 4495.21 - 0.82
    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 59.9118 4.09 9690.79 - 1.28
    Nippon India Tax Saver (ELSS) Fund-Growth 56.7433 4.08 9690.79 - 1.92
    Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular - Growth 7.3354 3.53 36.75 - 1.40
    Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct - Growth 7.5863 3.53 36.75 - 1.12
    Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct - Growth 7.9328 3.43 41.54 - 1.07
    Click here to view all TMF ( All Ratings) >>

    QUICK LINKS - MUTUAL FUND STATS

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