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Thursday, May 16, 2019

Best mid cap mutual funds to invest in 2019

THE ECONOMIC TIMES
Fri, May 17, 2019 | 08:11 AM IST

Mutual Funds Newsletter

Best mid cap mutual funds to invest in 2019

Mutual fund advisors still believe that the mid cap mutual funds have the potential to make investors rich over a long period.

Sebi sends notice to HDFC, Kotak MFs, questions pact with Essel

This would be the first time Sebi has questioned the pact between fund houses and Essel.

L&T India Value Fund: Fund Review

L&T India Value Fund is one of the most consistent performer in its category and investors can invest with a minimum time horizon of five years.

What makes an ELSS the ideal first mutual fund?

Mutual fund advisors say the category, with its mandatory lock-in period and buy and hold investment strategy, is the best first mutual funds an investor can have.

Use equity savings mutual funds to protect downside risk, say advisors

In the current volatile times, you will see that while most equity categories have given negative returns, equity savings schemes have delivered positive returns.

Top Mutual Funds
SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%)
JM Core 11 Direct Plan-Growth -8.08 5.91 1.24 17.01
Reliance Large Cap Fund Direct-Growth -5.38 3.59 7.11 16.51
Mirae Asset Large Cap Fund Direct- Growth -4.93 4.38 6.00 16.30
JM Core 11 Fund-Growth -8.22 4.84 -0.25 15.51
Axis Bluechip Fund Direct Plan-Growth -2.04 8.09 7.82 15.40
FeaturedDHFL Pramerica Gilt Direct Plan - Growth
★★★★
1.15 6.02 9.47 7.51
Start SIP
Why do investors ignore balanced hybrid mutual funds?

Schemes that are mandated to invest 40-60 per cent in debt or equity is still not popular among mutual fund investors.

DSP Mutual Fund launches DSP Quant Fund

DSP Quant Fund would be managed by Anil Ghelani.

TERM OF THE WEEK
New Fund Offers
Fund Name Category Type Open Close Min Inv
HSBC Overnight Fund Reg-DW Debt: Overnight Open-ended 21 May 22 May 5000.00
HSBC Overnight Fund Reg-DD Debt: Overnight Open-ended 21 May 22 May 5000.00
HSBC Overnight Fund Reg-G Debt: Overnight Open-ended 21 May 22 May 5000.00
HSBC Overnight Fund Direct-DW Debt: Overnight Open-ended 21 May 22 May 5000.00
HSBC Overnight Fund Direct-DM Debt: Overnight Open-ended 21 May 22 May 5000.00
More >>
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
Franklin India Equity Hybrid-D Hybrid: Aggressive Hybrid Open-ended 17 May 2019 1.37
Principal Hybrid Equity-DM Hybrid: Aggressive Hybrid Open-ended 17 May 2019 0.22
DHFL Pramerica Equity Savings-DM Hybrid: Equity Savings Open-ended 17 May 2019 0.06
Principal Balanced Advantage-DM Hybrid: Dynamic Asset Allocation Open-ended 17 May 2019 0.08
Franklin India Equity Hybrid Direct-D Hybrid: Aggressive Hybrid Open-ended 17 May 2019 1.37
* 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
14-05-2019 3530.97 1630.22 1900.75 9317.75 7835.47 1482.28
13-05-2019 2670.93 1829.69 841.24 7714.64 4762.05 2952.59
10-05-2019 3065.36 1714.43 1350.93 9222.98 8134.07 1088.91
09-05-2019 2332.72 1621.00 711.72 8674.02 10671.38 -1997.36
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
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 18.6386 0.84 648.71 - 1.60
SBI Banking & Financial Services Fund Regular-Growth 17.9137 0.83 648.71 - 2.42
Axis Bluechip Fund Direct Plan-Growth 30.2100 0.57 4169.29 - 0.76
Axis Bluechip Fund-Growth 28.0400 0.50 4169.29 - 2.11
Reliance Gilt Securities Fund Direct-Growth 26.7569 0.43 925.04 - - 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
Tata India Tax Savings Fund Direct-Growth 18.5680 0.45 1623.26 - 0.19
Tata India Tax Savings Fund-Growth 17.5317 0.42 1623.26 - 2.17
SBI Tax Advantage Fund Series II- Growth 34.5734 0.30 23.23 - 2.95
Canara Robeco Equity Tax Saver Direct- Growth 65.3700 0.12 876.41 - 1.49
SBI Tax Advantage Fund Series III Direct Growth 24.1573 0.11 19.53 - 1.77
Click here to view all TMF ( All Ratings) >>

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90% PMS failed to deliver even 1% return in April

THE ECONOMIC TIMES
Thu, May 16, 2019 | 11:40 PM IST

ET Investment Opportunities

90% PMS failed to deliver even 1% return in April

PMSes cater to wealthy investors with portfolio sizes exceeding Rs 25 lakh.

Top fund managers take shelter in blue chips

Most of these companies have reported a rise in March quarter profit.

FIIs find India best place to hide from trade tensions

FIIs have invested a net of $147.88 million in Indian shares so far this month.

We will have a hung Parliament in all probability: Aiyar

BJP will lose a very substantial number of seats, especially in the north, says Aiyar.

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Top Mutual Funds
SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%)
JM Core 11 Direct Plan-Growth -8.08 5.91 1.24 17.01
Reliance Large Cap Fund Direct-Growth -5.38 3.59 7.11 16.51
Mirae Asset Large Cap Fund Direct- Growth -4.93 4.38 6.00 16.30
JM Core 11 Fund-Growth -8.22 4.84 -0.25 15.51
Axis Bluechip Fund Direct Plan-Growth -2.04 8.09 7.82 15.40
FeaturedDSP 10Y G-Sec Fund Direct-Growth
★★★★★
0.67 5.47 10.06 7.07
Start SIP
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Perkiest stocks of past years leave investors stranded

Most analysts are cautious and say investors should stay away from auto stocks.

Consumption theme faces risk of de-rating

India story is consumption and there is a big question mark over that, says Thunuguntla

As Indian voters turn out to set record, brokers get fidgety

Going by political overtures, regional parties appear to be nurturing their own dreams.

Gold fails to shine again, prices may fall towards $1,220

Money managers have been liquidating their gold portfolios for quite some time now.

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Negotiation strategies for women for a higher salary

Video: Five sure-shot ways to lose money in Stock Market

Everyone talks about making money in stocks. Nobody tells how you may put yourself at the risk of losing your hard-earned money. Join Varun Malhotra, Director of EIFS, at ETMarkets webinar, as he cracks some stock market puzzles.

Paathshala: Understanding the alpha and beta of MFs

Understanding alpha helps in understanding the soundness of one's investments in a scheme.

NFO (FMPs)
Fund Name Category Type Open Close Min Inv
 
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
UTI Fixed Term Income Fund - Series XXXI - XIV (1111 Days) Direct-D Debt: FMP Closed-end 08 May 2019 22 May 2019 5,000
UTI Fixed Term Income Fund - Series XXXI - XIV (1111 Days) Direct-G Debt: FMP Closed-end 08 May 2019 22 May 2019 5,000
More >>
Real Estate News
Home buyers to pay 12% GST on balance due if completion certificate issued by March 31 Home buyers to pay 12% GST on balance due if completion certificate issued by March 31
Builders will not be able to adjust the accumulated credits in ongoing projects in case they opt for lower new GST rate of 5% for normal and 1% for affordable housing.
UP-RERA directs authorities to start registration of projects UP-RERA directs authorities to start registration of projects
UP RERA chief held a meeting at the RERA office in Greater Noida to discuss approval and regulation of layout plans of the real estate projects outside the planning areas.
Homebuyers seek vote on NBCC's 'conditional' offer on Jaypee projects Homebuyers seek vote on NBCC's 'conditional' offer on Jaypee projects
As a conditional bid cannot be accepted, homebuyers fear the committee of creditors (Coc) may reject the proposal in its meeting.
Realty hot spot series: This West Delhi locality is well-connected to all parts of NCR Realty hot spot series: This West Delhi locality is well-connected to all parts of NCR
This locality has affordable homes and is well-connected to key employment hubs of Gurugram, Connaught Place, and Noida through metro and roads.
Can't construct Amrapali projects: Noida authorities Can't construct Amrapali projects: Noida authorities
They said that as government entities keeping the interest of home buyers in mind they had not cancelled the lease agreements with Amrapali despite repetitive default of payment.
NFO - Non FMPs
Fund Name Category Type Open Close Min Inv
 
SBI Capital Protection Oriented Fund - Series A (Plan 3) Direct-G Hybrid: Conservative Hybrid Closed-end 02 May 2019 16 May 2019 5,000
SBI Capital Protection Oriented Fund - Series A (Plan 3) Reg-G Hybrid: Conservative Hybrid Closed-end 02 May 2019 16 May 2019 5,000
HSBC Overnight Fund Reg-DW Debt: Overnight Open-ended 21 May 2019 22 May 2019 5,000
HSBC Overnight Fund Reg-DD Debt: Overnight Open-ended 21 May 2019 22 May 2019 5,000
HSBC Overnight Fund Reg-G Debt: Overnight Open-ended 21 May 2019 22 May 2019 5,000
More >>
Views and Recommendations
Buy Jubilant Foodworks, target Rs 1,820: Phillip Capital
16 May, 2019, 03:06 PM IST
Jubilant Foodworks is a midcap company, operating in food processing sector.
Buy
Accumulate Escorts, target Rs 643: Geojit Financial Services
16 May, 2019, 01:50 PM IST
Escorts is a midcap company, operating in auto sector.
Accumulate
Buy Manappuram Finance, target Rs 148: Yes Securities
16 May, 2019, 01:25 PM IST
Attractive return ratios would be likely maintained through FY19-21.
Buy
Add Tata Global Beverages, target Rs 240: Kotak Institutional Equities
16 May, 2019, 12:09 PM IST
This optionality has value; we do not bake in the same yet, the brokerage added.
Add
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