These mutual funds are at bottom of charts in 1-year, but toppers in 10-year period

THE ECONOMIC TIMES Fri, Dec 06, 2019 | 08:14 AM IST Mutual Funds Newsletter

These mutual funds are at bottom of charts in 1-year, but toppers in 10-year period Many investors get into schemes which are displaying the highest returns at the moment or in the last one year. She accumulated Rs 32 lakh and thought she was investing, but she wasn't… A 30-year-old investor meets a financial planner. She wanted to make sure that she is investing right. What transpired between them make for a good reading. Bharat Bond ETF is coming soon. What's in it for mutual fund investors? Finance minister Nirmala Sitharaman announced today that the cabinet has approved the launch of Bharat Bond ETF. Following our core philosophies helped the turnaround of most funds, says Vinit Sambre, DSP Mutual Fund DSP Midcap Fund and DSP Small Cap Fund have outperformed their benchmarks and categories in the long term. Other equity schemes, including DSP Equity Opportunities, DSP Equity and DSP Tax Saver are also among the toppers in their respective categories. With debt mutual funds and banks defaulting, where should retirees invest? Many investors, recently, were concerned about the news around DHFL FDs being kept on hold and the PMC Bank crisis. Top Mutual Funds SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%) Axis Bluechip Fund Direct Plan-Growth ★★★★★ 20.99 19.88 6.16 0.38 Invest Now Axis Bluechip Fund-Growth ★★★★★ 19.44 18.46 5.54 0.29 Invest Now Canara Robeco Bluechip Equity Fund Direct-Growth ★★★★★ 16.82 17.63 5.31 1.37 Invest Now Mirae Asset Large Cap Fund Direct- Growth ★★★★★ 16.57 14.26 2.31 1.31 Start SIP JM Core 11 Direct Plan-Growth ★★★★★ 15.81 14.30 0.27 -2.80 FeaturedICICI Prudential Large & Mid Cap Fund Direct Plan-Growth ★★★★★ 9.36 8.26 -0.93 0.11 Invest Now Canara Robeco Emerging Equities Fund: Fund review The scheme has invested close to 51% of its money in bluechip and large-sized companies. Besides, close to 44% of the scheme's money is in mid-sized companies, followed by about 4.5% in small-sized companies Do you need a retirement mutual fund to take care of your sunset years? Many big mutual fund houses like HDFC MF, Nippon India MF, and Tata MF, have dedicated retirement schemes. However, many mutual fund advisors believe that investors don't need them.

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New Fund Offers Fund Name Category Type Open Close Min Inv Axis Retirement Savings Fund - Aggressive Plan Direct-G Hybrid: Aggressive Hybrid Open-ended 29 Nov 13 Dec 5000.00 Axis Retirement Savings Fund - Aggressive Plan Reg-D Hybrid: Aggressive Hybrid Open-ended 29 Nov 13 Dec 5000.00 Axis Retirement Savings Fund - Aggressive Plan Reg-G Hybrid: Aggressive Hybrid Open-ended 29 Nov 13 Dec 5000.00 Axis Retirement Savings Fund - Conservative Plan Direct-G Hybrid: Conservative Hybrid Open-ended 29 Nov 13 Dec 5000.00 Axis Retirement Savings Fund - Conservative Plan Direct-D Hybrid: Conservative Hybrid Open-ended 29 Nov 13 Dec 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Nippon India Q Interval Series III Retail-D Debt: FMP Open-ended 06 Dec 2019 0.08 Nippon India Q Interval Series III Inst-D Debt: FMP Open-ended 06 Dec 2019 0.08 Franklin Asian Eqt-D Equity: International Open-ended 06 Dec 2019 0.65 Franklin Asian Eqt Direct-D Equity: International Open-ended 06 Dec 2019 0.65 Nippon India Q Interval Series III Direct-D Debt: FMP Open-ended 06 Dec 2019 0.08 * 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 03-12-2019 1867.32 1058.24 809.08 3570.15 3538.16 31.99 02-12-2019 2788.04 2264.34 523.70 9253.78 6310.36 2943.42 29-11-2019 3373.95 2697.46 676.49 8224.75 7820.45 404.30 28-11-2019 4796.55 4857.98 -61.43 11237.01 8537.28 2699.73 27-11-2019 2885.95 2434.47 451.48 10886.73 6806.31 4080.42 26-11-2019 4368.83 8042.28 -3673.45 9397.16 8407.00 990.16 25-11-2019 2090.81 2295.54 -204.73 8101.37 5170.77 2930.60 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 Kotak Gold Fund Direct-Growth 16.4202 0.90 162.82 - - 0.60 Kotak Gold Fund Regular-Growth 15.9084 0.89 162.82 - - 0.60 SBI Small Cap Fund Direct-Growth 58.2459 0.87 2379.16 - 1.03 SBI Small Cap Fund-Growth 53.9275 0.84 2379.16 - 2.29 Franklin India Ultra Short Bond Fund Super Institutional Direct-Growth 28.0519 0.17 19881.57 - - 0.41 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 SBI Long Term Advantage Fund Series I Regular Growth 14.1548 3.27 31.51 - 1.40 SBI Long Term Advantage Fund Series I Direct Growth 14.4316 3.27 31.51 - 1.05 SBI Long Term Advantage Fund Series II Direct Growth 14.9172 2.92 26.40 - 1.05 SBI Long Term Advantage Fund Series II Regular Growth 14.6339 2.92 26.40 - 1.40 SBI Long Term Advantage Fund Series III Direct Growth 14.6527 2.36 49.55 - 0.88 Click here to view all TMF ( All Ratings) >>

QUICK LINKS - MUTUAL FUND STATS 3 Best Funds- Category Wise Top Tax Saving Schemes Schemes with Lowest Expense Ratio Top Performing Schemes Latest Dividends Schemes with Highest Risk Adjusted Returns Top Star Rated Schemes AUM Monitor Category Performance Exchange traded funds

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DAILY BRIEF Thu, Dec 05, 2019 #MasteringMidcaps#ETMGS#IPOs#ExpertViews#StockRecos SENSEX 40779.59 -70.70 NIFTY 50 12018.40 -24.80 Gold 38192.00 16.00 USD/INR 71.28 -0.25

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Opec and allies prepare to deepen oil output cuts Sources said it was the main scenario for discussions on Thursday. Reliance stock could double in years: Chakri Lokapriya GDP shocker: RBI cuts FY20 growth forecast to 5% Forex reserve hits a new high of $451.7 billion

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