Why did your multi asset funds fail to benefit from upside in gold?

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THE ECONOMIC TIMES Fri, Jul 17, 2020 | 08:08 AM IST Mutual Funds Newsletter

Why did your multi asset funds fail to benefit from upside in gold? Multi asset allocation funds are marketed as a one-stop solution to investors looking to have a diversified and balanced portfolio. These schemes typically have a mixed portfolio – usually in equity, debt, and gold. Good businesses across sectors should do well, says Gaurav Mishra of Mirae Asset Large cap mutual fund category has seen net outflows in June. Are investors doubting the dependability of the category that is supposed to do well in uncertain times? Value investing can never be dead, says Jimmy Patel of Quantum Mutual Fund The value Investing theme has not been able to generate value or build wealth for investors effectively, particularly over the last few months. Why are your mutual fund investments not giving as much returns as stocks? Most investors don't invest in the stock market as they think it is a gamble. I would say that's fine. Then there is another set of investors who invest in the stock market and want to build wealth to fulfil their dreams. Franklin Templeton MF receives Rs 1,252 crore payment from Vodafone Idea There are six schemes -- Franklin India Ultra Short Bond Fund, Franklin India Low Duration, Franklin India Short Term Income Plan, Franklin India Credit Risk Fund, Franklin India Dynamic Accrual Fund, and Franklin India Income Opportunities Fund -- that had made investments in Vodafone Idea. Top Mutual Funds SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%) Axis Bluechip Fund Direct Plan-Growth ★★★★★ 10.19 1.35 -8.76 6.47 Invest Now Axis Bluechip Fund-Growth ★★★★★ 8.74 0.10 -9.36 6.30 Invest Now Canara Robeco Bluechip Equity Fund Direct-Growth ★★★★★ 8.23 4.89 -5.77 7.13 Invest Now Canara Robeco Bluechip Equity Fund Regular-Growth ★★★★★ 6.91 3.46 -6.43 6.98 Invest Now HDFC Index Sensex Fund-Growth ★★★★★ 5.04 -6.34 -12.78 8.91 Invest Now Are investors losing faith in mutual funds? Mutual fund advisors and financial planners believe that profit booking is not the only reason for the sharp fall in mutual fund net inflows in June. If we are able to get process right, performance will take care of itself, says Jinesh Gopani of Axis MF Since our inception in 2009, the core philosophy of the investment process has been a steadfast adherence to quality. We at Axis, have always remained true to our investment strategy, says Jinesh Gopani.

TERM OF THE WEEK Bullish Trend Bullish Trend is an upward trend in the prices of an industry's stocks or the overall rise... read more

New Fund Offers Fund Name Category Type Open Close Min Inv Mirae Asset Banking And PSU Debt Fund Reg-G Debt: Banking and PSU Open-ended 08 Jul 20 Jul 5000.00 Mirae Asset Banking And PSU Debt Fund Reg-D Debt: Banking and PSU Open-ended 08 Jul 20 Jul 5000.00 Mirae Asset Banking And PSU Debt Fund Direct-G Debt: Banking and PSU Open-ended 08 Jul 20 Jul 5000.00 Mirae Asset Banking And PSU Debt Fund Direct-D Debt: Banking and PSU Open-ended 08 Jul 20 Jul 5000.00 BHARAT Bond FOF - April 2025 Reg-G Debt: Medium Duration Open-ended 14 Jul 17 Jul 1000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Principal Hybrid Equity-DM Hybrid: Aggressive Hybrid Open-ended 17 Jul 2020 0.16 Franklin India Dynamic Asset Allocation FoF-D Hybrid: Dynamic Asset Allocation Open-ended 17 Jul 2020 0.75 Principal Balanced Advantage-DM Hybrid: Dynamic Asset Allocation Open-ended 17 Jul 2020 0.07 Franklin India Dynamic Asset Allocation FoF Direct-D Hybrid: Dynamic Asset Allocation Open-ended 17 Jul 2020 0.75 Principal Balanced Advantage Direct-DM Hybrid: Dynamic Asset Allocation Open-ended 17 Jul 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 13-07-2020 1252.19 2060.64 -808.45 4742.11 2627.52 2114.59 10-07-2020 1854.72 2463.45 -608.73 8234.67 5230.00 3004.67 09-07-2020 2069.87 2613.98 -544.11 9499.70 7101.38 2398.32 08-07-2020 2504.21 3346.39 -842.18 9092.77 7230.28 1862.49 07-07-2020 2391.15 3018.92 -627.77 7545.21 4984.87 2560.34 06-07-2020 2639.07 2671.11 -32.04 6461.99 4793.98 1668.01 03-07-2020 1620.99 2435.82 -814.83 8987.69 4426.29 4561.40 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 DSP Midcap Regular Plan-Growth 55.1890 0.67 6370.74 - 1.93 Kotak Dynamic Bond Fund Direct-Growth 29.7275 0.50 1132.81 - - 0.45 IDFC Credit Risk Fund Direct - Growth 13.0701 0.50 1013.88 - - 0.66 Baroda Conservative Hybrid Fund Direct-Growth 29.2896 0.49 22.55 - 1.22 IDFC Credit Risk Fund Regular - Growth 12.6360 0.49 1013.88 - - 1.59 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 Quant Tax Plan Direct-Growth 98.8699 1.97 9.03 - 0.57 Quant Tax Plan-Growth 95.3410 1.94 9.03 - 2.48 Parag Parikh Tax Saver Fund Direct - Growth 10.9558 0.86 37.69 - 1.16 Parag Parikh Tax Saver Fund Regular - Growth 10.8240 0.83 37.69 - 2.46 Taurus Tax Shield Direct-Growth 78.2200 0.77 54.93 - 0.93 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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Jhunjhunwala gives away his multibagger hunt formula

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THE ECONOMIC TIMES Fri, Jul 17, 2020 | 08:28 AM IST ET Investment Opportunities

Jhunjhunwala gives away his multibagger hunt formula Jhunjhunwala has about 40 years of experience in equity investing. He became a regular on Dalal Street when the bluest of blue chips would command a market valuation not more than Rs 100-200 crore. Today, the highest market-cap for a stock has risen to Rs 12,00,000 crore! Rs 77,500 crore D-Street money manager walks the talk The fund manager, who aims to buy his own house within a year, has constructed a portfolio with relatively more equity exposure. Covid-proof stocks! 12 posted 50% profit growth in Q4 Analysts are bullish on some of these counters despite the Covid-19-induced uncertainties. Ajay Bagga on 3 big themes for Covid-hit markets 'Covid, US-China and earnings could spook the markets.'

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Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) Axis Bluechip Fund Direct Plan-Growth 6.47 -8.76 1.35 10.19 Axis Bluechip Fund-Growth 6.30 -9.36 0.10 8.74 Canara Robeco Bluechip Equity Fund Direct-Growth 7.13 -5.77 4.89 8.23 Canara Robeco Bluechip Equity Fund Regular-Growth 6.98 -6.43 3.46 6.91 HDFC Index Sensex Fund-Growth 8.91 -12.78 -6.34 5.04

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Focus on 5-10 stocks & invest for long term: Pankaj Murarka 'This is a bull market, there will be pullbacks, there will be noise; cut it out' Reliance is where Apple was a couple of years back: Gautam Shah I see a possible 20-25% rally in Bharti Airtel from current levels with the downside of about 5% Investors' Guide: Will IPO mart make money for you amid Covid? Tune in! India's IPO mart is warming up after a brief hiatus. Is gold heading for a long bull run? Goldman Sachs expects gold to benefit if China, the world's top retail buyer, recovers strongly from a second wave of COVID-19 cases than the United States, and reinforced its $2,000 an ounce target for bullion prices.

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This unlisted stock is keeping investors in the pink of health The stock has doubled in last six months and trebled in last year and a half. Navneet Munot's bottom-up bets: SBI MF picks up hotel stocks ​​In his monthly letter to shareholders, Chief Investment Officer Navneet Munot said this was a momentous point in time that has the potential to make or break nations, institutions and organizations.

Initial Public Offer (IPOs) IPO Name Offer Price Band Open Date Close Date   YES Bank Ltd. 12.00 - 13.00 15-07-2020 17-07-2020 More >>

Real Estate News

What type of properties are home buyers seeking post lockdown? The downward price trajectory continued in the under-construction segment, as the Covid crisis and unsold inventory added pressure. Demand-supply mismatch in the affordable housing segment is evident.

Top 8 cities home sales down 54%, prices dip in H1 2020: Report Most of the sales activity was concentrated in the first quarter of the year. Around 47% of home sales were registered in properties priced below Rs 50 lakh indicating the continuation of preference for affordable houses.

'Covid exacerbates decline in residential real estate bookings' A stable demand, combined with prudent launches by players, had restored some supply-demand balance over FY18-FY19. However, the Covid19 related lockdown has resulted in a rise of the unsold inventory levels to over 15 quarters at end-FY20.

Housing sales down 66% in Apr-Jun: Report According to PropEquity, total housing sales during April-June 2020 stood at 21,294 units, down 67 per cent from 64,378 units in the year-ago period. Barring Noida, all other eight cities witnessed a decline in sales.

Covid-19 pushes Lutyens' bungalows into sale list Most sellers are in the 65-80 age bracket and have realised the importance of succession planning, maybe due to the pandemic. On offer are a 7,500-sq ft bungalow near Khan Market (Rs 150 crore), a spacious bungalow on Hailey Road (Rs 170 crore) and more.

NFO - Non FMPs Fund Name Category Type Open Close Min Inv   Mirae Asset Banking And PSU Debt Fund Reg-G Debt: Banking and PSU Open-ended 08 Jul 2020 20 Jul 2020 5,000 Mirae Asset Banking And PSU Debt Fund Reg-D Debt: Banking and PSU Open-ended 08 Jul 2020 20 Jul 2020 5,000 Mirae Asset Banking And PSU Debt Fund Direct-G Debt: Banking and PSU Open-ended 08 Jul 2020 20 Jul 2020 5,000 Mirae Asset Banking And PSU Debt Fund Direct-D Debt: Banking and PSU Open-ended 08 Jul 2020 20 Jul 2020 5,000 BHARAT Bond FOF - April 2025 Reg-G Debt: Medium Duration Open-ended 14 Jul 2020 17 Jul 2020 1,000 More >>

Views and Recommendations

Buy Sun Pharma, target price Rs 587: Geojit 16 July, 2020, 10:57 AM IST Management guided R&D expenditure as % of sales to be in the range of ~8- 9% for FY21. Buy Buy Dabur India, target price Rs 540: Motilal Oswal 16 July, 2020, 10:57 AM IST Dabur India Ltd, one of the leading FMCG Companies in India, is also a world leader in Ayurveda with a portfolio of over 250 Herbal/Ayurvedic products. Buy Buy Federal Bank, target price Rs 65: Edelweiss 16 July, 2020, 10:57 AM IST Federal Bank Ltd., incorporated in the year 1931, is a banking company (having a market cap of Rs 10331.97 Crore). Buy Hold Oberoi Realty, target Rs 385: Edelweiss 16 July, 2020, 10:57 AM IST Covid-19 dragged new sales of Oberoi Realty (OBER) by 28% YoY in Q4FY20 and 90% YoY in Q1FY21. Hold

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