Uploads from Me

Friday, August 28, 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 28, 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
★★★★★
11.50 8.68 -3.19 4.13
Invest Now
Canara Robeco Bluechip Equity Fund Direct-Growth
★★★★★
10.36 16.45 1.72 5.26
Invest Now
Axis Bluechip Fund-Growth
★★★★★
10.07 7.36 -3.80 4.05
Canara Robeco Bluechip Equity Fund Regular-Growth
★★★★★
8.99 14.84 0.94 5.12
HDFC Index Sensex Fund-Growth
★★★★★
7.97 4.17 -1.21 3.18
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
Baroda Large & Mid Cap Fund Reg-D Equity: Large & MidCap Open-ended 17 Aug 31 Aug 5000.00
Baroda Large & Mid Cap Fund Direct-G Equity: Large & MidCap Open-ended 17 Aug 31 Aug 5000.00
Baroda Large & Mid Cap Fund Reg-G Equity: Large & MidCap Open-ended 17 Aug 31 Aug 5000.00
Baroda Large & Mid Cap Fund Direct-D Equity: Large & MidCap Open-ended 17 Aug 31 Aug 5000.00
Union Medium Duration Fund Reg-D Debt: Medium Duration Open-ended 24 Aug 07 Sep 5000.00
More >>
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
Franklin India Focused Equity-D Equity: Multi Cap Open-ended 28 Aug 2020 1.50
Franklin India Focused Equity Direct-D Equity: Multi Cap Open-ended 28 Aug 2020 1.50
Franklin India FMP Series 2 Plan A (1224 Days) Reg-DQ Debt: FMP Closed-end 28 Aug 2020 0.21
Franklin India FMP Series 2 Plan A (1224 Days) Direct-DQ Debt: FMP Closed-end 28 Aug 2020 0.21
Franklin India FMP Series 2 Plan B (1224 Days) Reg-DQ Debt: FMP Closed-end 28 Aug 2020 0.23
* 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
25-08-2020 110.01 81.84 28.17 51.90 1.98 49.92
24-08-2020 2395.67 2253.53 142.14 4644.28 5600.28 -956.00
21-08-2020 3186.41 3446.58 -260.17 7355.68 4336.45 3019.23
20-08-2020 2215.44 2765.14 -549.70 7292.52 5166.61 2125.91
19-08-2020 2439.09 2601.54 -162.45 6335.63 5576.07 759.56
18-08-2020 1659.76 1972.59 -312.83 6061.74 5499.83 561.91
17-08-2020 1815.30 2384.89 -569.59 6330.39 6152.84 177.55
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 Banking & Financial Services Fund Direct-Growth 17.3752 5.57 1206.91 - 1.09
SBI Banking & Financial Services Fund Regular-Growth 16.4590 5.55 1206.91 - 2.14
SBI Small Cap Fund Direct-Growth 65.0304 4.37 3336.17 - 0.99
SBI Small Cap Fund-Growth 59.6629 4.35 3336.17 - 1.91
Parag Parikh Long Term Equity Fund Direct-Growth 33.1546 4.00 3036.15 - 1.07
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 119.9673 4.48 9.03 - 0.57
Quant Tax Plan-Growth 115.4172 4.41 9.03 - 2.48
SBI Tax Advantage Fund Series II- Growth 46.0902 4.22 22.25 - 1.46
Aditya Birla Sun Life Tax Relief 96 Direct-Growth 34.9900 3.77 9134.09 - 0.92
Aditya Birla Sun Life Tax Relief 96-Growth 32.6000 3.73 9134.09 - 1.90
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