50% equity mutual funds underperform their benchmark in 2019

THE ECONOMIC TIMES Fri, Dec 13, 2019 | 08:08 AM IST Mutual Funds Newsletter

50% equity mutual funds underperform their benchmark in 2019 ​Though 2019 numbers show some improvement over 2018, the average returns from all the mutual fund categories can still frustrate most mutual fund investors. Best multi cap mutual funds to invest in 2019 Investors with a moderate risk profile can consider investing in multi cap mutual fund schemes to achieve their long-term goals like retirement, child's education, and so on. Mirae Asset Large Cap, Kotak Standard Multicap, gain most inflows in 2019 According to data from Morningstar, three mutual fund schemes accumulated inflows worth more than Rs 4,000 crore in 2019. Parag Parikh Long Term Equity Fund: Fund review Close to 65.5% of the scheme's portfolio is invested in well-placed large-sized or bluechip companies in India. Annual mutual fund portfolio review: what to do and what not to do Even though the market is at an all time high, most equity mutual fund schemes haven't had a great year. Top Mutual Funds SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%) Axis Bluechip Fund Direct Plan-Growth ★★★★★ 20.95 19.97 6.94 0.50 Invest Now Axis Bluechip Fund-Growth ★★★★★ 19.40 18.56 6.31 0.41 Invest Now Canara Robeco Bluechip Equity Fund Direct-Growth ★★★★★ 16.77 17.31 6.05 0.98 Invest Now Mirae Asset Large Cap Fund Direct- Growth ★★★★★ 16.13 13.45 2.69 0.45 Start SIP JM Core 11 Direct Plan-Growth ★★★★★ 16.00 13.52 2.07 -1.60 FeaturedICICI Prudential Multicap Fund Direct Plan-Growth ★★★★★ 10.86 6.58 -1.93 -0.62 Invest Now Bharat Bond ETF is here; What is a bond ETF? Bharat Bond ETF will be the first corporate bond debt ETF to be launched in India. The details of companies in the ETF are yet to be finalised. 5 things to know before investing in large & mid cap mutual funds Large & mid cap schemes may be officially a new category after the recategorisation of mutual funds by Sebi. However, many multi cap mutual funds used to follow a similar investment strategy to deploy their funds earlier.

TERM OF THE WEEK Consumer Price Index A comprehensive measure used for estimation of price changes in a basket of goods and serv... read more

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 Templeton India Value-D Equity: Value Oriented Open-ended 13 Dec 2019 3.92 Templeton India Value Direct-D Equity: Value Oriented Open-ended 13 Dec 2019 3.92 Aditya Birla SL Income-DQ Debt: Medium to Long Duration Open-ended 16 Dec 2019 0.14 Aditya Birla SL Government Securities-DQ Debt: Gilt Open-ended 16 Dec 2019 0.11 ICICI Pru Multicap-D Equity: Multi Cap Open-ended 16 Dec 2019 1.99 * 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 11-12-2019 2682.72 2096.87 585.85 4458.17 2971.95 1486.22 10-12-2019 1955.86 1207.38 748.48 8473.01 5260.63 3212.38 09-12-2019 1718.07 1668.55 49.52 11122.07 8362.37 2759.70 06-12-2019 2021.75 1972.81 48.94 6283.27 5997.90 285.37 05-12-2019 2071.83 2295.21 -223.38 7195.91 4935.64 2260.27 04-12-2019 4032.05 2250.08 1781.97 8532.21 5122.48 3409.73 03-12-2019 2774.44 1741.79 1032.65 7039.88 5674.65 1365.23 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 Motilal Oswal Dynamic Fund Regular-Growth 13.1709 0.34 1293.74 - 2.16 SBI Banking & Financial Services Fund Direct-Growth 20.7883 0.21 1019.57 - 1.30 SBI Banking & Financial Services Fund Regular-Growth 19.8551 0.19 1019.57 - 2.44 Axis Bluechip Fund Direct Plan-Growth 34.3600 0.15 6829.16 - 0.64 Franklin India Ultra Short Bond Fund Super Institutional Direct-Growth 28.0922 0.14 19881.57 - - 0.40 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 JM Tax Gain Direct Plan-Growth 19.5122 0.13 30.99 - 2.38 BOI AXA Tax Advantage Direct-Growth 59.8200 0.12 227.75 - 1.51 JM Tax Gain Fund-Growth 18.0275 0.11 30.99 - 2.38 BOI AXA Tax Advantage Eco-Growth 57.9200 0.10 227.75 - 2.64 BOI AXA Tax Advantage Regular-Growth 54.6100 0.09 227.75 - 2.64 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 12, 2019 #MasteringMidcaps#ETMGS#IPOs#ExpertViews#StockRecos SENSEX 40581.71 169.14 NIFTY 50 11971.80 61.65 Gold 37990.00 291.00 USD/INR 70.83 -0.02

TOP OF THE DAY HDFC MF exiting top performers, lapping up laggards The fund house added 10 to 42 lakh additional shares of these companies during the month. Sudden rally in YES Bank, IT bleeds, 16 stocks turn 'oversold' Should you sell or hold Ujjivan SFB after stellar listing? Amid gloom over PSU pack, this stock has stepped on the gas Bharat Bond ETF: Why to invest and who should invest? Nifty forms small bullish candle, but MACD is in 'sell' zone Oil market oversupply set to stay despite Opec+ pact: IEA

Top Gainers NSE 4 companies (largecap) appreciated more than 5% IDBI Bank 9.01% Ibull HousingFin 8.53% More from Gainers Top Losers NSE 15 companies (largecap) price decreased more than -1% Infosys -2.63% Indian Hotels -2.01% More from Losers 52 Week High NSE 26 companies touched new 52-week high today Ujjivan Small Finance Bank Ltd. 51.22% Osia Hyper Retail Ltd. 15.53% More from 52 Week High

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