Uploads from Me

Friday, August 21, 2020

Use index funds to diversify internationally, says Pratik Oswal of Motilal Oswal AMC

To keep you updated, we send Mutual Funds Newsletter to your mailbox. In case, you wish to Unsubscribe Click Here
THE ECONOMIC TIMES
Fri, Aug 21, 2020 | 08:10 AM IST

Mutual Funds Newsletter

Use index funds to diversify internationally, says Pratik Oswal of Motilal Oswal AMC

"Index funds are getting popular with the Do it yourself (DIY) investors today. Large investors are also warming up on the idea of having a part of their equity allocation in index funds today as a part of their core allocation, " says Oswal

Selling mutual funds to dabble directly in stocks? Have you done the homework?

There is enough data now to at least acknowledge the fact that many new investors are getting into the stock market with the hope of bettering the record of their fund managers.

Do you still believe dynamic asset allocation or balanced advantage schemes have lower risk?

Are dynamic asset allocation funds or balanced advantage funds losing their charm among investors and advisors? Sure, some fund houses may be still marketing them as a one-stop-solution to conservative equity investors, but many advisors and investors have started questioning the rationale behind these schemes lately.

Why multi asset funds make sense for regular investors: Sundeep Sikka, CEO, Nippon India MF

The historical data suggests that no single asset class has been a consistent outperformer. As per the historical performance of equity, debt, and gold over the last decade (2010-2019), gold has been the best performing asset class for five years.

Gold holds strong potential over long term, says Chirag Mehta of Quantum Mutual Fund

There's nothing wrong with gold as an investment, but market dynamics are not a one-way street. While one may have an opinion, the market at large matters far more.

Top Mutual Funds
SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%)
Axis Bluechip Fund Direct Plan-Growth
★★★★★
11.23 8.00 -7.10 3.89
Invest Now
Canara Robeco Bluechip Equity Fund Direct-Growth
★★★★★
9.86 16.10 -2.51 4.88
Invest Now
Axis Bluechip Fund-Growth
★★★★★
9.79 6.68 -7.72 3.79
Canara Robeco Bluechip Equity Fund Regular-Growth
★★★★★
8.51 14.52 -3.26 4.74
HDFC Index Sensex Fund-Growth
★★★★★
7.62 3.51 -6.19 4.39
FeaturedICICI Prudential Bluechip Fund Direct-Growth
★★★★
4.91 4.76 -4.73 5.52
Invest Now
RBI holds rates; What should debt mutual fund investors do?

The Reserve Bank of India held its policy rate in its monetary policy review held today in line with market expectations.

4.82% in 5 years; does it make sense to invest in ELSS funds to save taxes?

Some taxpayers are questioning the wisdom behind investing in ELSS mutual funds to save taxes under Section 80C in this financial year.

TERM OF THE WEEK
New Fund Offers
Fund Name Category Type Open Close Min Inv
Nippon India Multi Asset Fund Reg-G Hybrid: Multi Asset Allocation Open-ended 07 Aug 21 Aug 5000.00
Nippon India Multi Asset Fund Reg-D Hybrid: Multi Asset Allocation Open-ended 07 Aug 21 Aug 5000.00
Nippon India Multi Asset Fund Direct-D Hybrid: Multi Asset Allocation Open-ended 07 Aug 21 Aug 5000.00
Nippon India Multi Asset Fund Direct-G Hybrid: Multi Asset Allocation Open-ended 07 Aug 21 Aug 5000.00
Baroda Large & Mid Cap Fund Reg-D Equity: Large & MidCap Open-ended 17 Aug 31 Aug 5000.00
More >>
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
Nippon India FHF XXXII - Series 9 Reg-D Debt: FMP Closed-end 21 Aug 2020 -
Nippon India FHF XXXII - Series 9 Direct-D Debt: FMP Closed-end 21 Aug 2020 -
Kotak Equity Opportunities Reg-D Equity: Large & MidCap Open-ended 24 Aug 2020 0.46
Kotak Equity Arbitrage Reg-DM Hybrid: Arbitrage Open-ended 24 Aug 2020 0.02
L&T Large and Midcap-D Equity: Large & MidCap Open-ended 24 Aug 2020 0.13
* 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
17-08-2020 1815.30 2384.89 -569.59 6330.39 6152.84 177.55
14-08-2020 1904.78 2638.48 -733.70 6285.41 4254.34 2031.07
13-08-2020 2926.64 3502.97 -576.33 7540.56 5377.01 2163.55
12-08-2020 2265.10 2777.85 -512.75 7088.87 4663.04 2425.83
11-08-2020 1558.65 2665.83 -1107.18 6243.34 5110.35 1132.99
10-08-2020 2591.10 2914.12 -323.02 6433.64 5962.21 471.43
07-08-2020 2190.29 2391.05 -200.76 5372.26 7253.09 -1880.83
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
SBI Small Cap Fund Direct-Growth 61.7767 4.20 3336.17 - 0.89
SBI Small Cap Fund-Growth 56.6902 4.18 3336.17 - 2.21
Invesco India Infrastructure Fund Direct-Growth 19.9500 3.91 36.72 - 1.37
Invesco India Infrastructure Fund-Growth 17.7400 3.80 36.72 - 2.49
ICICI Prudential Regular Gold Savings (FOF) Direct-Growth 18.0677 3.19 185.70 - - 0.09
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 III Direct-Growth 8.8256 5.22 58.89 - 1.20
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular-Growth 8.6430 5.21 58.89 - 1.41
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular - Growth 7.3504 5.13 30.73 - 1.39
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct - Growth 7.4759 5.13 30.73 - 1.10
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct - Growth 7.2998 5.01 31.56 - 1.07
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 newsletter@economictimesnews.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