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

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THE ECONOMIC TIMES Fri, Aug 28, 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 ★★★★★ 11.50 8.68 -3.19 4.13 Invest Now Canara Robeco Bluechip Equity Fund Direct-Growth ★★★★★ 10.36 16.45 1.72 5.26 Invest Now Axis Bluechip Fund-Growth ★★★★★ 10.07 7.36 -3.80 4.05 Canara Robeco Bluechip Equity Fund Regular-Growth ★★★★★ 8.99 14.84 0.94 5.12 HDFC Index Sensex Fund-Growth ★★★★★ 7.97 4.17 -1.21 3.18 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 Flash Crash Flash crash is nothing but a sudden crash (fall) in the stock prices.... read more

New Fund Offers Fund Name Category Type Open Close Min Inv Baroda Large & Mid Cap Fund Reg-D Equity: Large & MidCap Open-ended 17 Aug 31 Aug 5000.00 Baroda Large & Mid Cap Fund Direct-G Equity: Large & MidCap Open-ended 17 Aug 31 Aug 5000.00 Baroda Large & Mid Cap Fund Reg-G Equity: Large & MidCap Open-ended 17 Aug 31 Aug 5000.00 Baroda Large & Mid Cap Fund Direct-D Equity: Large & MidCap Open-ended 17 Aug 31 Aug 5000.00 Union Medium Duration Fund Reg-D Debt: Medium Duration Open-ended 24 Aug 07 Sep 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Franklin India Focused Equity-D Equity: Multi Cap Open-ended 28 Aug 2020 1.50 Franklin India Focused Equity Direct-D Equity: Multi Cap Open-ended 28 Aug 2020 1.50 Franklin India FMP Series 2 Plan A (1224 Days) Reg-DQ Debt: FMP Closed-end 28 Aug 2020 0.21 Franklin India FMP Series 2 Plan A (1224 Days) Direct-DQ Debt: FMP Closed-end 28 Aug 2020 0.21 Franklin India FMP Series 2 Plan B (1224 Days) Reg-DQ Debt: FMP Closed-end 28 Aug 2020 0.23 * 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 25-08-2020 110.01 81.84 28.17 51.90 1.98 49.92 24-08-2020 2395.67 2253.53 142.14 4644.28 5600.28 -956.00 21-08-2020 3186.41 3446.58 -260.17 7355.68 4336.45 3019.23 20-08-2020 2215.44 2765.14 -549.70 7292.52 5166.61 2125.91 19-08-2020 2439.09 2601.54 -162.45 6335.63 5576.07 759.56 18-08-2020 1659.76 1972.59 -312.83 6061.74 5499.83 561.91 17-08-2020 1815.30 2384.89 -569.59 6330.39 6152.84 177.55 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 Banking & Financial Services Fund Direct-Growth 17.3752 5.57 1206.91 - 1.09 SBI Banking & Financial Services Fund Regular-Growth 16.4590 5.55 1206.91 - 2.14 SBI Small Cap Fund Direct-Growth 65.0304 4.37 3336.17 - 0.99 SBI Small Cap Fund-Growth 59.6629 4.35 3336.17 - 1.91 Parag Parikh Long Term Equity Fund Direct-Growth 33.1546 4.00 3036.15 - 1.07 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 119.9673 4.48 9.03 - 0.57 Quant Tax Plan-Growth 115.4172 4.41 9.03 - 2.48 SBI Tax Advantage Fund Series II- Growth 46.0902 4.22 22.25 - 1.46 Aditya Birla Sun Life Tax Relief 96 Direct-Growth 34.9900 3.77 9134.09 - 0.92 Aditya Birla Sun Life Tax Relief 96-Growth 32.6000 3.73 9134.09 - 1.90 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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5 stocks that have the potential to become multibaggers

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THE ECONOMIC TIMES Fri, Aug 28, 2020 | 07:58 AM IST ET Investment Opportunities

5 stocks that have the potential to become multibaggers Brokerage ICICIdirect says companies with a strong uptick in a performance led by capacity utlisation, improving product mix, higher margins robust cash flows and improvement in the balance sheet will see massive re-rating of investment multiples going forward. SIP in these 3 Tata stocks to create a lot of wealth in next 2 yrs: Sanjiv Bhasin Tatas will continue to lead on the upside. 2021 may see the Tatas create a lot of wealth which has been the missing link in the last few years. Can this Mumbai wealth creator give D-Street a third multi-bagger? While two of its stocks have delivered more than 4,000 per cent returns over the past decade and continue the stellar run, all eyes are now on the newest entrant to see if it can replicate the success of its larger peers. How to spot the safest stock bets in this market Data show shares of companies with debt-equity ratio of less than one outperformed those with this measure reading more than one in the past five years.

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Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) Axis Bluechip Fund Direct Plan-Growth 4.13 -3.19 8.68 11.50 Canara Robeco Bluechip Equity Fund Direct-Growth 5.26 1.72 16.45 10.36 Axis Bluechip Fund-Growth 4.05 -3.80 7.36 10.07 Canara Robeco Bluechip Equity Fund Regular-Growth 5.12 0.94 14.84 8.99 HDFC Index Sensex Fund-Growth 3.18 -1.21 4.17 7.97

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Which sectors are ahead in Covid recovery and which ones lagging Some industries expect demand revival in the September quarter itself, while others anticipate a slower recovery which they say may take up to 18 months. Raamdeo Agrawal's top bets in this market Focus on the biggest companies in every sector. That is veteran investor Raamdeo Agrawal's investment strategy in the post-Covid era. As market action shifts to midcaps, these 25 stocks are buzzing the most Data shows the BSE Midcap index (down 1.51 per cent year to date) and Smallcap index (up 4.51 per cent) have already outpaced BSE benchmark Sensex (down 6.40 per cent) so far in 2020 despite the ongoing uncertainties created by Covid-19. How to play the smallcap opportunity? 'It is going to be a tough phase for lending businesses across'

Advertorial Discover how this IoT enabled refrigerator will transform your home Samsung has introduced the SpaceMax Family Hub™ with a capacity of 657 liters in Premium Black Matte finish. It is a refrigerator that goes beyond just cooling. Advertorial Important tips on optimising business tools Now, optimise workplace efficiency with these infra changes. Upgrading to new Windows 10 Pro devices can help small businesses receive essential security updates, manage compliance issues and create innovation opportunities.

Top stocks in which LIC made a cool Rs 10,000 crore profit since April 1 Data available with Ace Mutual Fund showed 96 per cent of LIC's top stocks have delivered positive returns so far in FY21, with Alok Industries rallying the most at 729 per cent to Rs 32.50 as of August 21 from Rs 3.92 on March 31. 1,500% return in 5 months! Should you pick penny stocks? A glut in liquidity flowing into domestic equities has taken the majority of stocks higher on Dalal Street, despite some of the high-frequency indicators signalling a bleak outlook for the economy. One of the biggest beneficiaries of the market rally has been the penny stocks, those priced below Rs 10, with as much as 89 per cent of them rising sharply and some soaring up to 1,508 per cent between April 1 and August 24, 2020. Rahul Oberoi takes a deep dive into this basket of stocks.

Real Estate News

This prime location in the heart of Mumbai offers premium homes Worli-Lower Parel in Mumbai is a prime location with sea-facing skyscrapers, premium office spaces, upscale infrastructure and excellent connectivity. Properties here are priced in the range of Rs 24,500-54,000 per sq. ft.

In bid to boost realty, Maharashtra cuts stamp duty for 7 months The state cabinet also approved a Rs 700 crore road tax waiver plan for commercial vehicles to compensate for losses the transport industry suffered in the lockdown. The reduction in stamp duty, though temporary, could be substantial for a prospective home buyer.

Govt working to bring new norms to push affordable rental housing In June Mishra had said the Ministry of Housing and Urban Affairs (MoHUA) is planning to soon approach the Cabinet for its nod to the Model Tenancy Law that would bolster rental housing across the country. In 2019, the ministry had floated the draft model tenancy law.

DLF to develop 10 million sq ft of middle-income housing The 10 million sq ft mid-income housing will be a combination of plotted colony, independent floors and mid-rise houses, all in the New Gurgaon sectors.

NBCC starts construction work on 16,000 Amrapali flats The projects where construction was started include Smart City-Golf Homes, Kingswood, Leisure Park (Ph-1, Ph-2 and River view), Centurion Park- Terrace Homes and Tropical Garden, Leisure Valley- Adarsh Awas Yojna and Dream Valley- Enchante. In addition of this, the tenders for projects Leisure valley- Varona Height and Dream valley Ph-2 are in process.

NFO - Non FMPs Fund Name Category Type Open Close Min Inv   Baroda Large & Mid Cap Fund Reg-D Equity: Large & MidCap Open-ended 17 Aug 2020 31 Aug 2020 5,000 Baroda Large & Mid Cap Fund Direct-G Equity: Large & MidCap Open-ended 17 Aug 2020 31 Aug 2020 5,000 Baroda Large & Mid Cap Fund Reg-G Equity: Large & MidCap Open-ended 17 Aug 2020 31 Aug 2020 5,000 Baroda Large & Mid Cap Fund Direct-D Equity: Large & MidCap Open-ended 17 Aug 2020 31 Aug 2020 5,000 Union Medium Duration Fund Reg-D Debt: Medium Duration Open-ended 24 Aug 2020 07 Sep 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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