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Friday, July 17, 2020

Why did your multi asset funds fail to benefit from upside in gold?

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THE ECONOMIC TIMES
Fri, Jul 17, 2020 | 08:08 AM IST

Mutual Funds Newsletter

Why did your multi asset funds fail to benefit from upside in gold?

Multi asset allocation funds are marketed as a one-stop solution to investors looking to have a diversified and balanced portfolio. These schemes typically have a mixed portfolio – usually in equity, debt, and gold.

Good businesses across sectors should do well, says Gaurav Mishra of Mirae Asset

Large cap mutual fund category has seen net outflows in June. Are investors doubting the dependability of the category that is supposed to do well in uncertain times?

Value investing can never be dead, says Jimmy Patel of Quantum Mutual Fund

The value Investing theme has not been able to generate value or build wealth for investors effectively, particularly over the last few months.

Why are your mutual fund investments not giving as much returns as stocks?

Most investors don't invest in the stock market as they think it is a gamble. I would say that's fine. Then there is another set of investors who invest in the stock market and want to build wealth to fulfil their dreams.

Franklin Templeton MF receives Rs 1,252 crore payment from Vodafone Idea

There are six schemes -- Franklin India Ultra Short Bond Fund, Franklin India Low Duration, Franklin India Short Term Income Plan, Franklin India Credit Risk Fund, Franklin India Dynamic Accrual Fund, and Franklin India Income Opportunities Fund -- that had made investments in Vodafone Idea.

Top Mutual Funds
SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%)
Axis Bluechip Fund Direct Plan-Growth
★★★★★
10.19 1.35 -8.76 6.47
Invest Now
Axis Bluechip Fund-Growth
★★★★★
8.74 0.10 -9.36 6.30
Invest Now
Canara Robeco Bluechip Equity Fund Direct-Growth
★★★★★
8.23 4.89 -5.77 7.13
Invest Now
Canara Robeco Bluechip Equity Fund Regular-Growth
★★★★★
6.91 3.46 -6.43 6.98
Invest Now
HDFC Index Sensex Fund-Growth
★★★★★
5.04 -6.34 -12.78 8.91
Invest Now
Are investors losing faith in mutual funds?

Mutual fund advisors and financial planners believe that profit booking is not the only reason for the sharp fall in mutual fund net inflows in June.

If we are able to get process right, performance will take care of itself, says Jinesh Gopani of Axis MF

Since our inception in 2009, the core philosophy of the investment process has been a steadfast adherence to quality. We at Axis, have always remained true to our investment strategy, says Jinesh Gopani.

TERM OF THE WEEK
New Fund Offers
Fund Name Category Type Open Close Min Inv
Mirae Asset Banking And PSU Debt Fund Reg-G Debt: Banking and PSU Open-ended 08 Jul 20 Jul 5000.00
Mirae Asset Banking And PSU Debt Fund Reg-D Debt: Banking and PSU Open-ended 08 Jul 20 Jul 5000.00
Mirae Asset Banking And PSU Debt Fund Direct-G Debt: Banking and PSU Open-ended 08 Jul 20 Jul 5000.00
Mirae Asset Banking And PSU Debt Fund Direct-D Debt: Banking and PSU Open-ended 08 Jul 20 Jul 5000.00
BHARAT Bond FOF - April 2025 Reg-G Debt: Medium Duration Open-ended 14 Jul 17 Jul 1000.00
More >>
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
Principal Hybrid Equity-DM Hybrid: Aggressive Hybrid Open-ended 17 Jul 2020 0.16
Franklin India Dynamic Asset Allocation FoF-D Hybrid: Dynamic Asset Allocation Open-ended 17 Jul 2020 0.75
Principal Balanced Advantage-DM Hybrid: Dynamic Asset Allocation Open-ended 17 Jul 2020 0.07
Franklin India Dynamic Asset Allocation FoF Direct-D Hybrid: Dynamic Asset Allocation Open-ended 17 Jul 2020 0.75
Principal Balanced Advantage Direct-DM Hybrid: Dynamic Asset Allocation Open-ended 17 Jul 2020 0.07
* 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
13-07-2020 1252.19 2060.64 -808.45 4742.11 2627.52 2114.59
10-07-2020 1854.72 2463.45 -608.73 8234.67 5230.00 3004.67
09-07-2020 2069.87 2613.98 -544.11 9499.70 7101.38 2398.32
08-07-2020 2504.21 3346.39 -842.18 9092.77 7230.28 1862.49
07-07-2020 2391.15 3018.92 -627.77 7545.21 4984.87 2560.34
06-07-2020 2639.07 2671.11 -32.04 6461.99 4793.98 1668.01
03-07-2020 1620.99 2435.82 -814.83 8987.69 4426.29 4561.40
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
DSP Midcap Regular Plan-Growth 55.1890 0.67 6370.74 - 1.93
Kotak Dynamic Bond Fund Direct-Growth 29.7275 0.50 1132.81 - - 0.45
IDFC Credit Risk Fund Direct - Growth 13.0701 0.50 1013.88 - - 0.66
Baroda Conservative Hybrid Fund Direct-Growth 29.2896 0.49 22.55 - 1.22
IDFC Credit Risk Fund Regular - Growth 12.6360 0.49 1013.88 - - 1.59
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
Quant Tax Plan Direct-Growth 98.8699 1.97 9.03 - 0.57
Quant Tax Plan-Growth 95.3410 1.94 9.03 - 2.48
Parag Parikh Tax Saver Fund Direct - Growth 10.9558 0.86 37.69 - 1.16
Parag Parikh Tax Saver Fund Regular - Growth 10.8240 0.83 37.69 - 2.46
Taurus Tax Shield Direct-Growth 78.2200 0.77 54.93 - 0.93
Click here to view all TMF ( All Ratings) >>

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