Use index funds to diversify internationally, says Pratik Oswal of Motilal Oswal AMC

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THE ECONOMIC TIMES Fri, Aug 21, 2020 | 08:10 AM IST Mutual Funds Newsletter

Use index funds to diversify internationally, says Pratik Oswal of Motilal Oswal AMC "Index funds are getting popular with the Do it yourself (DIY) investors today. Large investors are also warming up on the idea of having a part of their equity allocation in index funds today as a part of their core allocation, " says Oswal Selling mutual funds to dabble directly in stocks? Have you done the homework? There is enough data now to at least acknowledge the fact that many new investors are getting into the stock market with the hope of bettering the record of their fund managers. Do you still believe dynamic asset allocation or balanced advantage schemes have lower risk? Are dynamic asset allocation funds or balanced advantage funds losing their charm among investors and advisors? Sure, some fund houses may be still marketing them as a one-stop-solution to conservative equity investors, but many advisors and investors have started questioning the rationale behind these schemes lately. Why multi asset funds make sense for regular investors: Sundeep Sikka, CEO, Nippon India MF The historical data suggests that no single asset class has been a consistent outperformer. As per the historical performance of equity, debt, and gold over the last decade (2010-2019), gold has been the best performing asset class for five years. Gold holds strong potential over long term, says Chirag Mehta of Quantum Mutual Fund There's nothing wrong with gold as an investment, but market dynamics are not a one-way street. While one may have an opinion, the market at large matters far more. Top Mutual Funds SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%) Axis Bluechip Fund Direct Plan-Growth ★★★★★ 11.23 8.00 -7.10 3.89 Invest Now Canara Robeco Bluechip Equity Fund Direct-Growth ★★★★★ 9.86 16.10 -2.51 4.88 Invest Now Axis Bluechip Fund-Growth ★★★★★ 9.79 6.68 -7.72 3.79 Canara Robeco Bluechip Equity Fund Regular-Growth ★★★★★ 8.51 14.52 -3.26 4.74 HDFC Index Sensex Fund-Growth ★★★★★ 7.62 3.51 -6.19 4.39 FeaturedICICI Prudential Bluechip Fund Direct-Growth ★★★★★ 4.91 4.76 -4.73 5.52 Invest Now RBI holds rates; What should debt mutual fund investors do? The Reserve Bank of India held its policy rate in its monetary policy review held today in line with market expectations. 4.82% in 5 years; does it make sense to invest in ELSS funds to save taxes? Some taxpayers are questioning the wisdom behind investing in ELSS mutual funds to save taxes under Section 80C in this financial year.

TERM OF THE WEEK Repo Rate Repo rate is the rate at which the central bank of a country lends money to commercial ban... read more

New Fund Offers Fund Name Category Type Open Close Min Inv Nippon India Multi Asset Fund Reg-G Hybrid: Multi Asset Allocation Open-ended 07 Aug 21 Aug 5000.00 Nippon India Multi Asset Fund Reg-D Hybrid: Multi Asset Allocation Open-ended 07 Aug 21 Aug 5000.00 Nippon India Multi Asset Fund Direct-D Hybrid: Multi Asset Allocation Open-ended 07 Aug 21 Aug 5000.00 Nippon India Multi Asset Fund Direct-G Hybrid: Multi Asset Allocation Open-ended 07 Aug 21 Aug 5000.00 Baroda Large & Mid Cap Fund Reg-D Equity: Large & MidCap Open-ended 17 Aug 31 Aug 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Nippon India FHF XXXII - Series 9 Reg-D Debt: FMP Closed-end 21 Aug 2020 - Nippon India FHF XXXII - Series 9 Direct-D Debt: FMP Closed-end 21 Aug 2020 - Kotak Equity Opportunities Reg-D Equity: Large & MidCap Open-ended 24 Aug 2020 0.46 Kotak Equity Arbitrage Reg-DM Hybrid: Arbitrage Open-ended 24 Aug 2020 0.02 L&T Large and Midcap-D Equity: Large & MidCap Open-ended 24 Aug 2020 0.13 * 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 17-08-2020 1815.30 2384.89 -569.59 6330.39 6152.84 177.55 14-08-2020 1904.78 2638.48 -733.70 6285.41 4254.34 2031.07 13-08-2020 2926.64 3502.97 -576.33 7540.56 5377.01 2163.55 12-08-2020 2265.10 2777.85 -512.75 7088.87 4663.04 2425.83 11-08-2020 1558.65 2665.83 -1107.18 6243.34 5110.35 1132.99 10-08-2020 2591.10 2914.12 -323.02 6433.64 5962.21 471.43 07-08-2020 2190.29 2391.05 -200.76 5372.26 7253.09 -1880.83 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 Small Cap Fund Direct-Growth 61.7767 4.20 3336.17 - 0.89 SBI Small Cap Fund-Growth 56.6902 4.18 3336.17 - 2.21 Invesco India Infrastructure Fund Direct-Growth 19.9500 3.91 36.72 - 1.37 Invesco India Infrastructure Fund-Growth 17.7400 3.80 36.72 - 2.49 ICICI Prudential Regular Gold Savings (FOF) Direct-Growth 18.0677 3.19 185.70 - - 0.09 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 Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct-Growth 8.8256 5.22 58.89 - 1.20 Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular-Growth 8.6430 5.21 58.89 - 1.41 Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular - Growth 7.3504 5.13 30.73 - 1.39 Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct - Growth 7.4759 5.13 30.73 - 1.10 Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct - Growth 7.2998 5.01 31.56 - 1.07 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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I do not see any end to this current bull market: Shankar Sharma

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THE ECONOMIC TIMES Fri, Aug 21, 2020 | 07:47 AM IST ET Investment Opportunities

I do not see any end to this current bull market: Shankar Sharma 'I am of the view that the markets globally and in India are not richly valued. ' A 5-point agenda to protect and grow your wealth in the long run An ideal long-term portfolio involves a combination of multiple asset classes such as equity, debt, real estate, and gold, among others. Further, each asset class comprises a broad variety of sub-classes. Dividend-paying stocks emerge alternative to bank FDs for some Whether it is an IT stock or pharma, investors are seeking a sense of certainty and earnings visibility in everything they buy. This gave another defensive theme a big lift: high dividend yielding stocks. Gold at Rs 65,000 by Diwali? Key ratio signals a slowdown in silver Gold futures hit a record high at the start of the week, at a level above Rs 56,000 only to plunge below Rs 50,000 on Wednesday, marking a drop of over 10 per cent.

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Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) Axis Bluechip Fund Direct Plan-Growth 3.89 -7.10 8.00 11.23 Canara Robeco Bluechip Equity Fund Direct-Growth 4.88 -2.51 16.10 9.86 Axis Bluechip Fund-Growth 3.79 -7.72 6.68 9.79 Canara Robeco Bluechip Equity Fund Regular-Growth 4.74 -3.26 14.52 8.51 HDFC Index Sensex Fund-Growth 4.39 -6.19 3.51 7.62 FeaturedICICI Prudential Bluechip Fund Direct-Growth ★★★★★ 5.52 -4.73 4.76 4.91 Start SIP

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Time for India and other emerging markets to outperform: Marc Faber Faber said bank stocks that have underperformed globally and they look attractive from an investment point of view. 15 Midcaps that proved doomsayers wrong Analysts said the surprise was partly because their estimates were way too pessimistic about the impact of the lockdown on account of Covid-19 on corporate earnings. Ashoka Buildcon: Suddenly, everyone is gung-ho on this stock Analysts say the stock seems to have taken off after posting better-than-expected June quarter earnings, and could be a multibagger in the making. Or at least that is what brokerages' new price targets suggest. Well-heeled investors find new flavour An investor gets to structure the global bond portfolio after he/she transfers money to a foreign account via the liberalised remittance scheme (LRS).

Advertorial Ensure 100% secure exams with this online tool Academic institutions are likely to be hit with less admission this year. Advertorial The Economic Times presents Beneath the Surface in Association with Microsoft : CEO speak, featuring Dr Arvind Lal, Executive Chairman, Dr. Lal Path Labs Ltd. In conversation with Dr Arvind Lal, Executive Chairman of Dr. Lal Path Labs Ltd. on strategic alliances & partnerships and the art of franchising.

While picking smallcaps, always go stock by stock: Devina Mehra You have to be very picky when looking at smallcaps. Is the tide turning for DLF? DLF's robust performance across its office portfolio in the June quarter and a positive management commentary gives confidence that the remote working culture is unlikely to impact the earnings of the company for long.

Real Estate News

Want premium home in NCR? Don't go further South than this South Delhi locality Greater Kailash, popularly known as GK, is a South Delhi neighbourhood. This area boasts expensive homes, sought-after retail outlets and eateries. It is well-connected to the rest of Delhi/NCR through the road and metro line networks.

Coronavirus impact: Demand for houses in tier II and III cities accelerates Leading developers like DLF, Emami Realty, ATS, Omaxe and Alpha Corp have shifted focus towards smaller cities to monetise the land banks they had held for long.

Bengaluru Asia Pacific's second largest Grade A office market by stock in H2 Over the next five years, Singapore, Bangkok and Bengaluru should see rents increase at 3.0% or more, while Delhi-NCR, Auckland, Melbourne and Taipei should see rents increase in excess of 2.0% as demand catches up with planned supply.

Senior living projects' demand may rise amid COVID-19 uncertainties: Report The ongoing Covid-19 pandemic may reshape the future of the senior living segment in India, with demand for such homes likely to move up amid the present uncertainties. In line with the demand, the supply is also expected to increase on the outskirts of metros in addition to existing supply in tier II and III cities.

Indian rental housing to see an uptick in two years led by govt reforms, report India has seen two successful launches and listing of the Real Estate Investment Trust (REIT) so far with fund raising of more than Rs 9,000 crore, but both were for rent-yielding commercial assets mainly office parks.

NFO - Non FMPs Fund Name Category Type Open Close Min Inv   Nippon India Multi Asset Fund Reg-G Hybrid: Multi Asset Allocation Open-ended 07 Aug 2020 21 Aug 2020 5,000 Nippon India Multi Asset Fund Reg-D Hybrid: Multi Asset Allocation Open-ended 07 Aug 2020 21 Aug 2020 5,000 Nippon India Multi Asset Fund Direct-D Hybrid: Multi Asset Allocation Open-ended 07 Aug 2020 21 Aug 2020 5,000 Nippon India Multi Asset Fund Direct-G Hybrid: Multi Asset Allocation Open-ended 07 Aug 2020 21 Aug 2020 5,000 Baroda Large & Mid Cap Fund Reg-D Equity: Large & MidCap Open-ended 17 Aug 2020 31 Aug 2020 5,000 More >>

Views and Recommendations

Warren Buffett sours on banks and likes (gulp!) gold 15 August, 2020, 10:50 AM IST Buffett, the fifth-richest person in the world, has loved few things more in his life than sweets, soda and compound interest — but banking stocks have come pretty close. Buffett was there to boost them during and after the last crisis, and he's remained a top shareholder in most of the big U.S. banks.

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