6 mutual fund categories that offered 20% plus returns in 2020

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THE ECONOMIC TIMES Fri, Jan 01, 2021 | 08:10 AM IST Mutual Funds Newsletter

6 mutual fund categories that offered 20% plus returns in 2020 Despite the long shadow cast by the Covid-19 pandemic, several mutual fund categories rewarded patient investors handsomely in 2020. Time to look at small cap funds, again Since January 2018, the Nifty 50 has given a 29% absolute return, while the Nifty Smallcap 100 has lost 28%. Fund managers said this has made valuations cheaper compared to large-caps. 'Diversify portfolios across varying styles of fund management' There have been many ups and downs and yet it has been a year of hope, learnings and increasing signs of maturity from investors. Mutual funds are busy launching Fund of Funds. Should you bet on them? FoFs are nothing but schemes investing in other schemes. They also come in different types like- asset allocator FoFs, international FoFs, Gold FoFs, multi-manager FoFs, ETF FoFs etc. Best investment options to park your retirement corpus Retired folks should focus on both capital preservation with steady appreciation and access to ample liquidity to manage themselves financially well during their retired life. Top Mutual Funds SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%) Axis Bluechip Fund Direct Plan-Growth ★★★★★ 16.20 21.19 34.54 8.44 Invest Now Canara Robeco Bluechip Equity Fund Direct-Growth ★★★★★ 15.18 24.85 33.78 7.90 Invest Now Axis Bluechip Fund-Growth ★★★★★ 14.74 19.72 33.74 8.30 Canara Robeco Bluechip Equity Fund Regular-Growth ★★★★★ 13.71 23.06 32.79 7.74 Tata Index Sensex Direct ★★★★★ 12.94 16.82 37.10 8.00 Invest Now Stay put, react less, and let time do its magic: Pratik Oswal of Motilal Oswal AMC Historically, index funds were costly (upwards of 1.5%) and hence not very enticing. At the current levels - it's a much better-priced market for investors to enter these products. Best value funds to invest in 2020 Though value funds have benefited from the recent rally, they are still not out of trouble. The six-month returns of these schemes look impressive, but long-term returns are still anemic.

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New Fund Offers Fund Name Category Type Open Close Min Inv ICICI Pru Business Cycle Fund-G Equity: Thematic Open-ended 29 Dec 12 Jan 5000.00 ICICI Pru Business Cycle Fund-D Equity: Thematic Open-ended 29 Dec 12 Jan 5000.00 ICICI Pru Business Cycle Fund Direct-G Equity: Thematic Open-ended 29 Dec 12 Jan 5000.00 ICICI Pru Business Cycle Fund Direct-D Equity: Thematic Open-ended 29 Dec 12 Jan 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Templeton India Value-D Equity: Value Oriented Open-ended 01 Jan 2021 5.00 Franklin Build India-D Equity: Sectoral-Infrastructure Open-ended 01 Jan 2021 1.75 Franklin Build India Direct-D Equity: Sectoral-Infrastructure Open-ended 01 Jan 2021 1.75 Templeton India Value Direct-D Equity: Value Oriented Open-ended 01 Jan 2021 5.00 ICICI Pru Multi Asset-D Hybrid: Multi Asset Allocation Open-ended 04 Jan 2021 0.16 * 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 17-12-2020 1056.65 2212.93 -1156.28 1423.63 1377.31 46.32 16-12-2020 2340.36 3991.90 -1651.54 8199.41 7676.40 523.01 15-12-2020 2668.69 4592.85 -1924.16 7943.43 6837.19 1106.24 14-12-2020 2918.39 3812.35 -893.96 6823.02 6680.60 142.42 11-12-2020 2342.24 4557.45 -2215.21 5827.54 5414.01 413.53 10-12-2020 2720.89 3806.26 -1085.37 5482.21 4805.21 677.00 09-12-2020 2777.05 4324.24 -1547.19 4860.55 5365.89 -505.34 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 22.3501 2.59 1457.46 - 1.02 SBI Banking & Financial Services Fund Regular-Growth 21.0903 2.56 1457.46 - 2.26 SBI Small Cap Fund Direct-Growth 78.1396 2.46 4741.96 - 0.90 SBI Small Cap Fund-Growth 71.4523 2.44 4741.96 - 1.92 Quant Active Fund Direct-Growth 273.1337 1.93 30.66 - 0.57 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 IV Regular - Growth 9.2813 2.87 35.18 - 1.39 Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct - Growth 9.4426 2.87 35.18 - 1.10 Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct-Growth 11.1308 2.87 68.56 - 1.20 Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular-Growth 10.8936 2.86 68.56 - 1.41 Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct - Growth 9.2411 2.54 36.49 - 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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