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Thursday, January 9, 2020

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

THE ECONOMIC TIMES
Fri, Jan 10, 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
★★★★★
21.61 20.81 10.17 1.84
Invest Now
Axis Bluechip Fund-Growth
★★★★★
20.05 19.37 9.54 1.71
Invest Now
Canara Robeco Bluechip Equity Fund Direct-Growth
★★★★★
17.25 18.40 10.18 2.44
Invest Now
Sundaram Select Focus Fund Regular-Growth
★★★★★
16.61 14.66 6.75 1.93
Mirae Asset Large Cap Fund Direct- Growth
★★★★★
16.41 14.16 7.08 2.22
Start SIP
FeaturedICICI Prudential Corporate Bond Fund Direct Plan -Growth
★★★★
7.74 10.30 4.72 0.84
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
Axis All Seasons Debt Fund of Funds Reg-G Debt: Dynamic Bond Open-ended 10 Jan 24 Jan 5000.00
More >>
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
Franklin India Bluechip-D Equity: Large Cap Open-ended 10 Jan 2020 2.74
Nippon India Tax Saver (ELSS)-D Equity: ELSS Open-ended 10 Jan 2020 0.20
Franklin India Bluechip Direct-D Equity: Large Cap Open-ended 10 Jan 2020 2.74
Nippon India Tax Saver (ELSS) Direct-D Equity: ELSS Open-ended 10 Jan 2020 0.20
Franklin India FMP Series 2 Plan C (1205 Days) Reg-D Debt: FMP Closed-end 10 Jan 2020 0.66
* 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
07-01-2020 1336.75 1256.48 80.27 4453.19 4174.85 278.34
06-01-2020 2718.06 2608.37 109.69 8383.28 4212.46 4170.82
03-01-2020 2011.76 2395.77 -384.01 7850.58 5544.38 2306.20
02-01-2020 2458.96 2326.21 132.75 6007.10 3406.49 2600.61
01-01-2020 1317.00 969.95 347.05 8169.53 5785.48 2384.05
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
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 Gold Fund Direct-Growth 17.1456 1.68 194.51 - - 0.60
Kotak Gold Fund Regular-Growth 16.6042 1.67 194.51 - - 0.60
Kotak Emerging Equity Fund Direct-Growth 44.7480 0.61 5406.32 - 0.82
Kotak Emerging Equity Fund Regular-Growth 41.2800 0.59 5406.32 - 1.86
SBI Small Cap Fund Direct-Growth 58.6407 0.41 2942.71 - 0.98
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
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct - Growth 8.0623 1.63 41.43 - 1.07
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth 7.9443 1.63 41.43 - 1.40
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct-Growth 9.6561 1.58 94.34 - 1.28
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular-Growth 9.4657 1.57 94.34 - 1.43
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct - Growth 7.6979 1.47 36.70 - 1.12
Click here to view all TMF ( All Ratings) >>

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