Uploads from Me

    Thursday, March 19, 2020

    Coronavirus scare: Should you stop SIP, switch to debt, invest a lumpsum...

    THE ECONOMIC TIMES
    Fri, Mar 20, 2020 | 08:14 AM IST

    Mutual Funds Newsletter

    Coronavirus scare: Should you stop SIP, switch to debt, invest a lumpsum...

    Don't invest just because the markets are down. Invest because you were underweight on equity in your overall investments. Don't take any decision in panic - be it selling or buying equities.

    Do not invest a lumpsum in the market at this point, says Jinesh Gopani of Axis Mutual Fund

    The global trade is going to remain under pressure for some time because of the virus threat. As the pandemic has moved to Europe, the issue has become larger.

    Don't forget your finances in your quest to make extra money from mutual funds

    Most investors may be extremely nervous about the free fall in the stock market in the aftermath of Coronavirus pandemic. But some brave hearts think it is a good opportunity to make a killing?

    Scenario is favourable for long duration debt mutual funds, says Mahendra Jajoo of Mirae Asset

    The apex bank did not offer any clues about future rate cuts. Shivani Bazaz of ETMutualFunds.com spoke to Mahendra Kumar Jajoo, head - fixed income, Mirae Asset, to find out about the future course of rates and the strategy for debt mutual fund investors.

    5 tips from Radhika Gupta, CEO, Edelweiss Mutual fund, on how to navigate the curent market

    Radhika Gupta says that the world will have a lot of black swan events. While you can't predict black swans, you can prepare your portfolios better for black swan events.

    Top Mutual Funds
    SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%)
    Axis Bluechip Fund Direct Plan-Growth
    ★★★★★
    8.39 -9.07 -11.46 -25.00
    Invest Now
    Axis Bluechip Fund-Growth
    ★★★★★
    6.98 -10.15 -11.94 -25.08
    Invest Now
    Canara Robeco Bluechip Equity Fund Direct-Growth
    ★★★★★
    3.04 -14.35 -11.70 -27.27
    Invest Now
    Canara Robeco Bluechip Equity Fund Regular-Growth
    ★★★★★
    1.83 -15.42 -12.27 -27.37
    Invest Now
    Motilal Oswal Focused 25 Fund Direct-Growth
    ★★★★★
    0.22 -15.85 -14.72 -28.44
    Invest Now
    FeaturedAxis Midcap Direct Plan-Growth
    ★★★★★
    7.50 -8.47 -7.51 -24.01
    Invest Now
    Correction offers a great opportunity for long-term equity investors, says Nilesh Shetty of Quantum MF

    The correction after Coronavirus pandemic in the markets has allowed us to deploy our cash allocation giving us an opportunity to buy quality stocks at attractive valuations.

    How mutual funds are dealing with Covid-19 crisis

    The Coronavirus pandemic is creating disruptions across the economy and businesses. ETMutualFunds.com spoke to mutual fund houses to find out how they are dealing with situation.

    TERM OF THE WEEK
    New Fund Offers
    Fund Name Category Type Open Close Min Inv
    Nippon India Capital Protection Oriented Fund II - Plan A Direct-G Hybrid: Conservative Hybrid Closed-end 12 Mar 20 Mar 5000.00
    Nippon India Capital Protection Oriented Fund II - Plan A Direct-D Hybrid: Conservative Hybrid Closed-end 12 Mar 20 Mar 5000.00
    Nippon India Capital Protection Oriented Fund II - Plan A Reg-G Hybrid: Conservative Hybrid Closed-end 12 Mar 20 Mar 5000.00
    Nippon India Capital Protection Oriented Fund II - Plan A Reg-D Hybrid: Conservative Hybrid Closed-end 12 Mar 20 Mar 5000.00
    More >>
    Forthcoming Dividend
    Fund Name Category Type Record Date Div Per Unit
    Sundaram Select Focus Reg-D Equity: Large Cap Open-ended 20 Mar 2020 0.17
    Sundaram Select Focus Direct-D Equity: Large Cap Open-ended 20 Mar 2020 0.17
    Motilal Oswal Focused 25 Reg-D Equity: Large Cap Open-ended 20 Mar 2020 0.71
    Motilal Oswal Focused 25 Direct-D Equity: Large Cap Open-ended 20 Mar 2020 0.80
    Motilal Oswal Midcap 30 Reg-D Equity: Mid Cap Open-ended 20 Mar 2020 0.89
    * 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
    17-03-2020 3133.68 1777.87 1355.81 4078.53 5458.43 -1379.90
    16-03-2020 5749.52 4706.83 1042.69 12210.65 12115.53 95.12
    13-03-2020 10419.58 6125.48 4294.10 9138.43 8167.86 970.57
    12-03-2020 8273.47 7358.75 914.72 11977.27 12778.56 -801.29
    11-03-2020 4943.66 3906.85 1036.81 12201.54 11598.26 603.28
    09-03-2020 7115.72 4199.87 2915.85 12515.72 9446.87 3068.85
    06-03-2020 4718.83 3476.78 1242.05 12950.21 8414.98 4535.23
    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
    Edelweiss Arbitrage Fund Direct-Growth 15.0612 0.14 3885.86 - 0.34
    Edelweiss Arbitrage Fund Regular-Growth 14.5686 0.13 3885.86 - 1.10
    Kotak Equity Arbitrage Fund Regular-Growth 27.9959 0.08 16746.62 - 0.98
    Quant Liquid Direct Plan-Growth 31.3232 0.08 50.52 - - 0.62
    Quant Liquid Plan-Growth 30.9825 0.07 50.52 - - 0.97
    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
    Parag Parikh Tax Saver Fund Direct - Growth 8.5312 -10.26 21.47 - 1.09
    Parag Parikh Tax Saver Fund Regular - Growth 8.4593 -10.31 21.47 - 2.39
    Shriram Long Term Equity Fund Direct - Growth 8.8259 -10.46 23.95 - 0.60
    Shriram Long Term Equity Fund Regular - Growth 8.6251 -10.49 23.95 - 2.55
    BNP Paribas Long Term Equity Direct-Growth 33.5120 -10.92 472.43 - 1.14
    Click here to view all TMF ( All Ratings) >>

    QUICK LINKS - MUTUAL FUND STATS

    More Newsletters

    Daily Newsletter

    Special stories that round up the major developments of the day ET More Newsletter

    Markets Watch

    Round up of stock, currency, bond, money and real estate market ET More Newsletter

    ET Investment Opportunities

    Property, Stocks, IPOs, NFOs, Mutual Funds and latest investment options in your inbox. ET More Newsletter

    Wealth

    Weekly news on personal finance, stocks, property, gold, tax planning and more. ET More Newsletter
    View All
    Follow Us on ET:
    Facebook Twitter YouTube LinkedIn
    About us| Advertise with us| Feedback| Sitemap| Code of Ethics
    © 2020 Times Internet Limited.
    To ensure delivery directly to your inbox, please add etnotifications@indiatimes.com to your address book today.
    If you are having trouble viewing this newsletter, please click here
    To unsubscribe or edit your subscriptions please click here

    No comments:

    Post a Comment