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Thursday, May 9, 2019

Best mutual funds to invest in 2019

THE ECONOMIC TIMES
Fri, May 10, 2019 | 08:10 AM IST

Mutual Funds Newsletter

Best mutual funds to invest in 2019

Our list of top mutual fund schemes that you may consider to invest in 2019.

How Franklin India Ultra Short Bond Fund stays at the top, year after year?

Investors swear by it. Even mutual fund advisors love it.

Why Rs 1 crore will not ensure a rich retired life?

Rs 1 crore, Rs 2 crore, or Rs 5 crore will not guarantee a cushy retired life to you. Why? The basic idea behind creating a target corpus is to ensure that returns or interest from it would be enough to take care of your expenses after retirement. Have you done the math to find out whether the big round figure would do that?

When should you sell an ELSS or tax saving mutual fund scheme?

ELSS funds have the shortest lock-in period of merely three years.

Time in the market, not timing the market, will deliver returns: Sunil Subramaniam of Sundaram Mutual

Should mutual fund investors exit their investments and book profits during election year and buy again at lower levels?

Top Mutual Funds
SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%)
JM Core 11 Direct Plan-Growth -5.32 8.75 3.46 18.47
JM Core 11 Fund-Growth -5.46 7.65 1.96 16.95
Mirae Asset Large Cap Fund Direct- Growth -2.99 6.20 5.69 16.85
Reliance Large Cap Fund Direct-Growth -3.73 5.03 5.73 16.64
Mirae Asset Large Cap Fund Regular- Growth -3.08 5.60 4.65 15.90
FeaturedDHFL Pramerica Hybrid Debt Fund Direct Plan-Growth
★★★★★
-0.32 5.33 7.66 9.03
Start SIP
These top mutual fund managers offered over 20 per cent returns

Most of us invest in mutual fund schemes because we think we are better off with a professional fund manager who knows how to take care of the investments. If the fund manager is able to beat the benchmark and category consistently, he is worth the money you are paying for. What if he generates more than 20 per cent returns in the last five years? Well, they undoubtedly deserve the title of star fund mangers. Here are four fund managers who offered over 20 per cent returns in the last five years.

Best value-oriented equity mutual funds to invest in 2019

Value investing is an investment strategy that looks to buy stocks that are trading below their intrinsic value.

TERM OF THE WEEK
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
DSP Tax Saver-D Equity: ELSS Open-ended 10 May 2019 0.35
LIC MF Equity Hybrid-D Hybrid: Aggressive Hybrid Open-ended 13 May 2019 0.10
UTI Arbitrage Reg-D Hybrid: Arbitrage Open-ended 13 May 2019 0.06
Reliance Large Cap-D Equity: Large Cap Open-ended 13 May 2019 0.10
UTI M Interval Fund Sr 1 Ret-D Debt: FMP Open-ended 13 May 2019 -
* 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
08-05-2019 2221.73 1764.93 456.80 10159.30 9919.01 240.29
07-05-2019 2158.85 1332.87 825.98 9088.31 7043.98 2044.33
06-05-2019 2288.92 1862.87 426.05 8172.72 6880.22 1292.50
03-05-2019 2759.76 2200.63 559.13 10275.10 8671.69 1603.41
02-05-2019 1683.89 2497.19 -813.30 7075.39 9936.63 -2861.24
30-04-2019 3629.25 2483.27 1145.98 8933.56 13797.43 -4863.87
26-04-2019 2959.88 2162.06 797.82 9108.17 9540.45 -432.28
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
ICICI Prudential Regular Gold Savings Direct-Growth 11.0452 1.73 45.88 - - 0.45
ICICI Prudential Regular Gold Savings Fund-Growth 10.8634 1.72 45.88 - - 0.45
Kotak Gold Fund Direct-Growth 13.7414 0.60 134.16 - - 0.56
Edelweiss Government Securities Fund Direct-Growth 15.8404 0.44 126.60 - - 0.26
Reliance Gilt Securities Fund Direct-Growth 26.6424 0.37 925.04 - - 0.69
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
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan - Growth 396.0900 -2.01 5686.28 - 2.01
ICICI Prudential Long Term Equity Fund (Tax Saving)- Growth 372.1200 -2.02 5686.28 - 2.01
SBI Long Term Advantage Fund Series V Direct - Growth 9.9049 -2.11 286.00 - 1.75
SBI Long Term Advantage Fund Series V Regular - Growth 9.7897 -2.12 286.00 - 2.96
Quantum Tax Saving Fund Direct-Growth 53.9000 -2.16 74.57 - 1.28
Click here to view all TMF ( All Ratings) >>

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Look where HNIs are parking money amid market uncertainty

THE ECONOMIC TIMES
Fri, May 10, 2019 | 04:25 AM IST

ET Investment Opportunities

Look where HNIs are parking money amid market uncertainty

Besides meeting, ultra-HNIs are also taking an active part in philanthropic activities.

Wild swings ahead as D-St assigns probabilities to BJP seat wins

If history is to repeat itself, the mkt is will go into wild swings in the coming days.

3 reasons to buy stocks now as fear unsettles Dalal Street

Experts are advising investors to buy when there is fear in the market instead of sitting on the sidelines.

Paathshala: Importance of localising data in payments ecosystem

Since then, the government has drafted a similar policy for foreign e-commerce players as well.

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Top Mutual Funds
SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%)
JM Core 11 Direct Plan-Growth -5.32 8.75 3.46 18.47
JM Core 11 Fund-Growth -5.46 7.65 1.96 16.95
Mirae Asset Large Cap Fund Direct- Growth -2.99 6.20 5.69 16.85
Reliance Large Cap Fund Direct-Growth -3.73 5.03 5.73 16.64
Mirae Asset Large Cap Fund Regular- Growth -3.08 5.60 4.65 15.90
FeaturedMotilal Oswal Midcap 30 Fund Direct-Growth
★★★★★
-3.19 4.16 -4.91 8.49
Start SIP
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I take everybody including Buffett with a grain of salt: Damodaran

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Crude oil's outlook weak, WTI price may hit $59 level

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Which is the most preferred stock in Sensex pack?

A year ago, the company ranked 12th in terms of most preferred Sensex stock.

How rating agencies have let us down repeatedly

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Video: Why D-Street is so negative about Congress

Dalal Street's visible bias towards the Narendra Modi-led NDA has clear economic reasons, says Sunil Subramaniam, MD of Sundaram Mutual. He says the market believes whatever the final outcome of the five-year Modi government, the market believes the government's inputs all through its tenure were bold, positive and result-oriented.

How your money behaviour can affect your children

Indulging in 'financial incest' by burdening the children with one's money problems can damage their financial personalities.

NFO (FMPs)
Fund Name Category Type Open Close Min Inv
 
SBI Capital Protection Oriented Fund - Series A (Plan 3) Direct-G Debt: FMP Closed-end 02 May 2019 16 May 2019 5,000
SBI Capital Protection Oriented Fund - Series A (Plan 3) Reg-G Debt: FMP Closed-end 02 May 2019 16 May 2019 5,000
UTI Fixed Term Income Fund - Series XXXI - XIV (1111 Days) Direct-Flexi D Debt: FMP Closed-end 08 May 2019 22 May 2019 5,000
UTI Fixed Term Income Fund - Series XXXI - XIV (1111 Days) Direct-DY Debt: FMP Closed-end 08 May 2019 22 May 2019 5,000
UTI Fixed Term Income Fund - Series XXXI - XIV (1111 Days) Direct-DQ Debt: FMP Closed-end 08 May 2019 22 May 2019 5,000
More >>
Real Estate News
DDA Housing Scheme 2019 application deadline extended till June 10 DDA Housing Scheme 2019 application deadline extended till June 10
The scheme is for sale of nearly 18,000 newly built flats in Delhi's Vasant Kunj and Narela residential areas.
Now, owners may have to pay different GST for identical flats Now, owners may have to pay different GST for identical flats
Two people buying identical flats in the same complex but in different buildings, may end up paying different GST.
Will throw you out; transfer ownership rights of properties "lock, stock and barrel": SC warns Amrapali Will throw you out; transfer ownership rights of properties "lock, stock and barrel": SC warns Amrapali
The top court said that Amrapali Group by its own admission took Rs 11,652 crore from home buyers and invested only Rs 10,630 crore from it for construction of the residential projects.
Builders to refund GST on cancellation of flats booked in FY19 Builders to refund GST on cancellation of flats booked in FY19
Builders will now have to refund GST on cancellation of flat booked in the last fiscal, I-T dept said.
Flexible space leasing by co-working operators sees 4-fold jump in Jan-Mar: CBRE Flexible space leasing by co-working operators sees 4-fold jump in Jan-Mar: CBRE
The space leased by co-working operators in both Delhi-NCR and Chennai rose to 0.3 million sq ft from 0.1 million sq ft, while in Pune it was flat at 0.2 million sq ft.
NFO - Non FMPs
Fund Name Category Type Open Close Min Inv
 
More >>
Views and Recommendations
Buy Brigade Enterprises, target Rs 289: HDFC Securities
09 May, 2019, 03:18 PM IST
Brigade Enterprises is a midcap company, operating in construction sector.
Buy
Buy LIC Housing Finance, target Rs 600: Phillip Capital
09 May, 2019, 02:52 PM IST
LIC Housing Finance is a large company, operating in finance sector.
Buy
Buy KEC International, target Rs 352: Prabhudas Lilladher
09 May, 2019, 01:49 PM IST
Buy KEC International at a price target of Rs 352.
Buy
Accumulate Hindalco, target Rs 245: Prabhudas Lilladher
09 May, 2019, 01:26 PM IST
Hindalco Industries is a largecap company operating in metals (non ferrous) sector.
Accumulate
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