Many new DIY mutual fund investors stare at huge losses

THE ECONOMIC TIMES Fri, Mar 27, 2020 | 08:14 AM IST Mutual Funds Newsletter

Many new DIY mutual fund investors stare at huge losses Many new Do-It-Yourself investors who have entered the market in the last two to three years are staring at a loss of 30-40% in their mutual fund portfolio, say mutual fund advisors who have recently interacted with these investors. Thinking of investing all your surpluses in your favourite mutual funds? Read this The market has witnessed the fastest fall in its history. Many stocks are available at extremely attractive or cheap valuations currently in the market. Is it the right time to cut off long-term laggards from your mutual fund portfolio? Many mutual fund investors reckon that being in a scheme with a better track record would help them to make up for the losses when the market starts reviving. Is it a right strategy? Coronavirus scare: Should you stop SIP, switch to debt, invest a lumpsum... Don't invest just because the markets are down. Invest because you were underweight on equity in your overall investments. Don't take any decision in panic - be it selling or buying equities. 5 mutual funds that fell less than the Nifty While the Nifty falling 28% in the past one month, many schemes fell even sharper. But, there are a few schemes that have taken a relatively moderate hit compared to others. Top Mutual Funds SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%) Axis Bluechip Fund Direct Plan-Growth ★★★★★ 9.82 -4.62 -14.96 -19.22 Invest Now Axis Bluechip Fund-Growth ★★★★★ 8.38 -5.72 -15.42 -19.30 Invest Now Canara Robeco Bluechip Equity Fund Direct-Growth ★★★★★ 4.49 -10.85 -15.62 -22.20 Invest Now Canara Robeco Bluechip Equity Fund Regular-Growth ★★★★★ 3.29 -11.92 -16.14 -22.27 Invest Now Motilal Oswal Focused 25 Fund Direct-Growth ★★★★★ 1.53 -11.42 -18.74 -22.75 Invest Now FeaturedL&T Midcap Fund Direct-Growth ★★★★★ -4.06 -25.18 -23.57 -29.41 Invest Now No emergency corpus? Now is the time to build it An emergency corpus is critical in uncertain times like this even if it means individuals have to move from equity to debt for the moment. Once an emergency corpus is in place, investors could restart their equity SIPs. Do not invest a lumpsum in the market at this point, says Jinesh Gopani of Axis Mutual Fund The global trade is going to remain under pressure for some time because of the virus threat. As the pandemic has moved to Europe, the issue has become larger.

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 L&T Nifty 50 Index Fund Reg-D Equity: Large Cap Open-ended 24 Mar 31 Mar 5000.00 L&T Nifty 50 Index Fund Reg-G Equity: Large Cap Open-ended 24 Mar 31 Mar 5000.00 L&T Nifty Next 50 Index Fund Reg-D Equity: Large Cap Open-ended 24 Mar 31 Mar 5000.00 L&T Nifty Next 50 Index Fund Reg-G Equity: Large Cap Open-ended 24 Mar 31 Mar 5000.00 L&T Nifty 50 Index Fund Direct-D Equity: Large Cap Open-ended 24 Mar 31 Mar 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit SBI Magnum Income-DH Debt: Medium to Long Duration Open-ended 27 Mar 2020 0.29 SBI Magnum Gilt-DQ Debt: Gilt Open-ended 27 Mar 2020 0.16 SBI Debt Hybrid-DY Hybrid: Conservative Hybrid Open-ended 27 Mar 2020 0.53 Canara Robeco Income Reg-DQ Debt: Medium to Long Duration Open-ended 27 Mar 2020 0.18 Canara Robeco Conservative Hybrid Reg-DM Hybrid: Conservative Hybrid Open-ended 27 Mar 2020 0.07 * 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 23-03-2020 4174.55 4234.84 -60.29 4775.99 10663.68 -5887.69 20-03-2020 7269.16 5084.11 2185.05 7960.64 14231.85 -6271.21 19-03-2020 6603.59 3245.46 3358.13 7479.73 11294.84 -3815.11 18-03-2020 10723.27 8525.21 2198.06 8916.41 11779.75 -2863.34 17-03-2020 5890.58 3409.09 2481.49 8963.61 9899.57 -935.96 16-03-2020 5842.53 4773.16 1069.37 12431.30 12403.07 28.23 13-03-2020 10419.58 6125.48 4294.10 9138.43 8167.86 970.57 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 18.2986 6.70 194.51 - - 0.60 Kotak Gold Fund Regular-Growth 17.7043 6.69 194.51 - - 0.60 Motilal Oswal Focused 25 Fund Direct-Growth 20.3781 4.90 1170.08 - 0.90 Axis Bluechip Fund Direct Plan-Growth 28.7000 4.90 9120.49 - 0.60 Axis Bluechip Fund-Growth 26.3800 4.89 9120.49 - 1.71 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 Invesco India Tax Plan Direct-Growth 45.7600 3.91 957.03 - 1.32 Invesco India Tax Plan-Growth 41.2500 3.88 957.03 - 2.39 Quant Tax Plan Direct-Growth 69.2082 3.41 3.45 - 0.57 Quant Tax Plan-Growth 67.1037 3.38 3.45 - 2.48 Canara Robeco Equity Tax Saver Direct- Growth 56.7600 3.33 985.58 - 1.35 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

More Newsletters

Daily Newsletter Special stories that round up the major developments of the day

Markets Watch Round up of stock, currency, bond, money and real estate market

ET Investment Opportunities Property, Stocks, IPOs, NFOs, Mutual Funds and latest investment options in your inbox.

Wealth Weekly news on personal finance, stocks, property, gold, tax planning and more.

View All

Follow Us on ET:

About us| Advertise with us| Feedback| Sitemap| Code of Ethics © 2020 Times Internet Limited.

To ensure delivery directly to your inbox, please add etnotifications@indiatimes.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

40% CAGR return for a decade! 12 ideas if you want to think long term

THE ECONOMIC TIMES Fri, Mar 27, 2020 | 08:18 AM IST ET Investment Opportunities

40% CAGR return for a decade! 12 ideas if you want to think long term 20 of today's Nifty constituents are highly likely to be booted out over the next 10 years. Buy some, wait a bit, and then buy again. That's the way to invest now Robert Pavlik of StateStone Wealth says the world is going to go through an economic recession; there is no doubt about it. But it is not going to go to hell, as Bill Ackman wants you to believe. It is just nonsense. Stocks that are down 30-40% will rebound faster: Samir Arora Economy may take six-to-nine months to recover, says the founder of Helios Capital. At 20-year lows and single-digit PEs, these stocks are worth a look Some analysts on Dalal Street feel the selloff in this pocket is unwarranted.

Advertorial This one change can boost up your business Advertorial 7 point guide to choose a Term Insurance based on Claim Settlement records

Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) Axis Bluechip Fund Direct Plan-Growth -19.22 -14.96 -4.62 9.82 Axis Bluechip Fund-Growth -19.30 -15.42 -5.72 8.38 Canara Robeco Bluechip Equity Fund Direct-Growth -22.20 -15.62 -10.85 4.49 Canara Robeco Bluechip Equity Fund Regular-Growth -22.27 -16.14 -11.92 3.29 Motilal Oswal Focused 25 Fund Direct-Growth -22.75 -18.74 -11.42 1.53 FeaturedAxis Long Term Equity Direct Plan-Growth ★★★★★ -22.42 -17.10 -8.76 5.43 Start SIP

Economic Times Biz Listings Are you a Financial Service Provider? Are you looking for Financial Advice? List your Business to get Leads Find trusted Professionals near you

Mobius likes Alibaba and gold amid the global market meltdown Broadly, Mobius said he was readjusting his portfolios with selective investments. Confused which stocks to pick after the rout? Buy all of them That's the straight and simple way of saying: go for an index fund. 20 stocks in Jhunjhunwala's portfolio at 52-week lows. Time to buy? Analysts are anticipating a deep impact on the economy and growth because of the lockdown. You always rued missing these IPO shares; now buy below issue prices As many as 270 of the newly-listed stocks of recent years now trade below their issue prices.

Advertorial Why Term Insurance is crucial if you are Self Employed? Advertorial How difficult can it be to breathe again? Dr Suryanarayan Pichai's story of life, challenges and hope will leave you inspired

Top 500 stocks need to rally up to 4,400% to revisit their recent peaks The list includes hundreds of names that have m-caps in excess of Rs 20,000 crore. After coronavirus hit, this stock could be a multibagger in the making! Based on recent mgmt commentary, analysts have cut earnings estimates for the company.

Initial Public Offer (IPOs) IPO Name Offer Price Band Open Date Close Date   DJ Mediaprint & Logistics Ltd. 20.00 26-03-2020 31-03-2020 More >>

Real Estate News

Housing sales dip 42% in Jan-Mar at 45,200 units Perhaps the only silver lining is that developers were able to shed nearly 3% of their unsold inventory in a year--at 6.44 lakh units now against 6.65 lakh units in March quarter 2019. However, the decline was mere 1% on a quarterly basis.

Over 15 lakh units under-construction may come to a halt Of this, Mumbai Metropolitan Region & National Capital Region together comprise 57% or approximately 8.90 lakh units. NCR has 27% or over 4.25 lakh units in various stages of construction. All these units were launched between 2013 till 2019-end.

Realtors pin hope on festive season, may offer freebies Many builders in the city are offering a component in property registration, free club membership, cash discount and gifts among other items. A few realtors said clearing unsold stocks in the present market will turn out to be difficult.

Realty developers prepare to keep residents safe during lockdown The developers who are managing the society are sanitising all entry points and closed public areas including parks, gym, clubs and swimming pools. Since senior citizens are at greater risk, developers operating the senior citizen apartments, are also taking extra measures to prevent spread of the virus.

Covid-19 impact: Construction projects hit as workers keep away More than 30% construction workers are staying away from work sites due to fear over coronavirus infection and many of them may have returned to their villages or are planning to do so, they said. Contractors are also not keen on pushing them either.

NFO - Non FMPs Fund Name Category Type Open Close Min Inv   L&T Nifty 50 Index Fund Reg-D Equity: Large Cap Open-ended 24 Mar 2020 31 Mar 2020 5,000 L&T Nifty 50 Index Fund Reg-G Equity: Large Cap Open-ended 24 Mar 2020 31 Mar 2020 5,000 L&T Nifty Next 50 Index Fund Reg-D Equity: Large Cap Open-ended 24 Mar 2020 31 Mar 2020 5,000 L&T Nifty Next 50 Index Fund Reg-G Equity: Large Cap Open-ended 24 Mar 2020 31 Mar 2020 5,000 L&T Nifty 50 Index Fund Direct-D Equity: Large Cap Open-ended 24 Mar 2020 31 Mar 2020 5,000 More >>

Views and Recommendations

Buy Tata Steel, target price Rs 594: ICICI Securities 26 March, 2020, 01:11 PM IST Considering the large extent of possible earnings correction, the brokerage sees deep value in the stock purely on the basis of asset-based valuation (P/B). Buy Buy Amber Enterprises, target price Rs 1,830: Angel Broking 26 March, 2020, 12:50 PM IST The company is a one-stop solutions provider for the major brands in the RAC industry and currently serves eight out of the 10 top RAC brands in India. Buy Buy UltraTech Cement, target price Rs 5,373: Angel Broking 26 March, 2020, 12:42 PM IST The brokerage is positive on the long-term prospects of the company, given the ramp up from acquired capacities and pricing discipline in the industry. Buy Buy Metropolis Healthcare, target price Rs 1,466: ICICI Securities 26 March, 2020, 11:52 AM IST The recent correction in stock price has made the valuations reasonable. Buy

More Newsletters

Daily Newsletter Special stories that round up the major developments of the day

Markets Watch Round up of stock, currency, bond, money and real estate market

ET Panache Latest in the world of fashion, technology, food and celebrity

Wealth Weekly news on personal finance, stocks, property, gold, tax planning and more

View All

Follow Us on ET:

About us|Advertise with us|Feedback|Sitemap|Code of Ethics © 2020 Times Internet Limited.

ET Investment Opportunities is now part of your favourite ET Wealth mailer. Property, Stocks, IPOs, NFOs and Mutual Funds – get the latest investment options in your mail box every week with ET Investment Opportunities.

To unsubscribe or edit your subscriptions please click here