Is it time to shift your debt mutual fund investments to safer bank deposits?

THE ECONOMIC TIMES Fri, Apr 19, 2019 | 08:10 AM IST Mutual Funds Newsletter

Is it time to shift your debt mutual fund investments to safer bank deposits? FMPs are typically launched at financial year-end and redeemed at the beginning of the financial year, 3 years later, to avail of enhanced indexation tax benefit. Best small cap mutual funds to invest in 2019 The small cap mutual fund category has offered negative returns in the last one year but you shouldn't write them off. Long duration, gilt schemes topping debt mutual fund charts. Should you invest? Long duration funds and gilt funds have made a comeback in the last six months. How investor behavior gets in the way of financial success: Rajeev Thakkar "Investor behaviour comes into picture when it is about equity investing, real estate and corporate bonds, where things cannot be put in a neat formula." Rajeev Thakkar of PPFAS Mutual Fund discussed the most common behavioural mistakes committed by investors at the ET Wealth investment Workshop in Delhi Listen in! Best ELSS or tax saving mutual funds to invest in 2019 Many mutual fund investors are hunting for the best Equity Linked Saving Scheme or ELSSs to save taxes under Section 80C of the Income Tax Act. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth 2.92 20.15 9.49 21.47 JM Core 11 Fund-Growth 2.74 18.96 7.97 19.91 Reliance Large Cap Fund Direct-Growth 2.39 15.29 12.18 17.71 Axis Bluechip Fund Direct Plan-Growth 2.33 13.86 11.55 16.46 Reliance Large Cap Fund-Growth 2.32 14.73 11.06 16.45 FeaturedMotilal Oswal Multicap 35 Fund Direct-Growth ★★★★★ 0.71 11.86 -3.04 15.79 Start SIP Mutual fund investors are losing interest in aggressive hybrid funds The category saw net redemptions in January (Rs 952 crore) and February (Rs 1,077 crore) as well. How to build an ideal mutual fund portfolio? Mutual fund advisors say the first step to create a mutual fund portfolio is to have clear financial goals in mind. The goals could be buying a house, go for a vacation, your higher education, and so on.

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 Indiabulls Nifty 50 Exchange Traded Fund Reg-G Equity: Large Cap Open-ended 08 Apr 22 Apr 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit UTI Hybrid Equity Reg-D Hybrid: Aggressive Hybrid Open-ended 22 Apr 2019 0.19 UTI Hybrid Equity Direct-D Hybrid: Aggressive Hybrid Open-ended 22 Apr 2019 0.19 Reliance Arbitrage Direct-DM Hybrid: Arbitrage Open-ended 22 Apr 2019 0.05 Reliance Arbitrage-DM Hybrid: Arbitrage Open-ended 22 Apr 2019 0.05 IDFC Dynamic Equity Reg-D Hybrid: Dynamic Asset Allocation Open-ended 22 Apr 2019 0.08 * 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 16-04-2019 3168.41 3169.97 -1.56 9120.91 8062.34 1058.57 15-04-2019 3025.23 2464.29 560.94 10930.55 7765.07 3165.48 12-04-2019 2137.12 2149.08 -11.96 8842.69 15364.65 -6521.96 11-04-2019 1930.92 2069.04 -138.12 11122.40 9794.14 1328.26 10-04-2019 1949.44 1682.27 267.17 9578.80 8500.98 1077.82 09-04-2019 1759.78 2442.17 -682.39 10841.98 8600.29 2241.69 08-04-2019 1466.01 1990.11 -524.10 13132.92 9169.91 3963.01 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 Franklin Build India Direct Fund-Growth 46.3124 2.00 1156.00 - 0.91 Franklin Build India Fund-Growth 42.9999 1.97 1156.00 - 2.28 Kotak Standard Multicap Fund Direct-Growth 37.9840 1.62 23882.79 - 0.93 Kotak Standard Multicap Fund Regular-Growth 35.7060 1.60 23882.79 - 2.12 Parag Parikh Long Term Equity Fund Direct-Growth 26.1428 1.39 1586.90 - 1.41 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 ICICI Prudential Rewards of Investing and Generation of Healthy Tax Savings Fund-Growth 43.4300 2.50 45.34 - 2.66 Shriram Long Term Equity Fund Direct - Growth 10.6982 1.90 17.82 - 0.75 Kotak Tax Saver Fund Direct-Growth 48.0660 1.86 888.53 - 1.29 Shriram Long Term Equity Fund Regular - Growth 10.6496 1.85 17.82 - 2.55 Kotak Tax Saver Fund Regular-Growth 44.3980 1.84 888.53 - 2.58 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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