This debt mutual fund has given 62% returns in one year

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THE ECONOMIC TIMES Fri, Sep 25, 2020 | 08:10 AM IST Mutual Funds Newsletter

This debt mutual fund has given 62% returns in one year It should be a mistake, right? Not really. It is true that PGIM India Short Maturity Fund is offering a whopping 62% returns in the one-year period. This multi cap fund has 53% in small cap stocks, also topping return chart Amid the debate over the new investment mandate for multi cap funds, one mutual fund scheme is investing over 53% of its assets in small cap stocks. The more important point is that this scheme is topping the return chart in the last one year. ​Will your multi cap scheme become ESG fund? If so, what should you do? Mutual fund advisors believe that even though ESG has been applauded globally, the theme cannot replace multi cap schemes. Since the theme is new to Indian markets, there are not many options to invest. Are rich investors deserting mutual funds? Rich investors are reconsidering their investments in mutual funds and asking around whether it makes sense for them to shift their investments to portfolio management services or PMS. Why you should invest in thematic passive index funds Passive index funds have been gaining popularity given the simplicity, low cost structure, and falling alpha in some of the active fund categories. Top Mutual Funds SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%) Axis Bluechip Fund Direct Plan-Growth ★★★★★ 8.49 -3.92 23.26 -5.19 Invest Now Canara Robeco Bluechip Equity Fund Direct-Growth ★★★★★ 7.85 3.83 34.23 -5.33 Invest Now Axis Bluechip Fund-Growth ★★★★★ 7.11 -5.08 22.48 -5.26 Canara Robeco Bluechip Equity Fund Regular-Growth ★★★★★ 6.51 2.38 33.23 -5.44 HDFC Index Sensex Fund-Growth ★★★★★ 5.21 -6.24 37.48 -5.78 Not forcing anyone to invest in small-caps: Sebi chief on multicap rejig The regulator, earlier this month, directed multi-cap funds to invest at least 25 per cent of their corpuses each in large-cap stocks, mid-caps and small-cap stocks. Should you book profits in mutual funds to keep your gains safe? In the current uncertain situation, if your goal is 1-2 years away, you might take a call to redeem your funds. This will protect your corpus from the coming volatility.

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 HSBC Corporate Bond Fund Reg-DQ Debt: Corporate Bond Open-ended 14 Sep 28 Sep 5000.00 HSBC Corporate Bond Fund Reg-DM Debt: Corporate Bond Open-ended 14 Sep 28 Sep 5000.00 HSBC Corporate Bond Fund Reg-G Debt: Corporate Bond Open-ended 14 Sep 28 Sep 5000.00 HSBC Corporate Bond Fund Direct-DH Debt: Corporate Bond Open-ended 14 Sep 28 Sep 5000.00 HSBC Corporate Bond Fund Direct-DQ Debt: Corporate Bond Open-ended 14 Sep 28 Sep 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit HDFC Dynamic Debt-DQ Debt: Dynamic Bond Open-ended 25 Sep 2020 0.20 Kotak Equity Hybrid Reg-D Hybrid: Aggressive Hybrid Open-ended 25 Sep 2020 0.08 Aditya Birla SL Balanced Advantage-D Hybrid: Dynamic Asset Allocation Open-ended 25 Sep 2020 0.11 HDFC Balanced Advantage-DM Hybrid: Dynamic Asset Allocation Open-ended 25 Sep 2020 0.23 HDFC Income-DQ Debt: Medium to Long Duration Open-ended 25 Sep 2020 0.15 * 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 16-09-2020 2627.13 3020.50 -393.37 4432.64 3713.74 718.90 15-09-2020 2675.36 3374.19 -698.83 4109.07 3726.13 382.94 14-09-2020 3621.33 4292.82 -671.49 5271.94 5365.51 -93.57 11-09-2020 1818.09 2582.53 -764.44 6423.20 9436.02 -3012.82 10-09-2020 1871.30 2168.96 -297.66 8020.96 5786.87 2234.09 09-09-2020 2499.83 2431.19 68.64 4082.66 5697.01 -1614.35 08-09-2020 2532.63 2250.86 281.77 7873.97 8245.94 -371.97 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 IDFC Government Securities Investment Plan Direct-Growth 28.3985 0.39 936.21 - - 0.60 IDFC Government Securities Investment Regular-Growth 27.0624 0.38 936.21 - - 1.22 SBI Magnum Medium Duration Fund Direct -Growth 40.1116 0.30 3261.96 - 0.77 SBI Magnum Medium Duration Fund-Growth 38.0617 0.29 3261.96 - 1.25 IDFC Credit Risk Fund Direct - Growth 13.1157 0.28 1013.88 - - 0.66 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 SBI Tax Advantage Fund Series II- Growth 44.7023 -2.45 22.25 - 1.46 Parag Parikh Tax Saver Fund Direct - Growth 12.0075 -4.21 37.69 - 1.13 Parag Parikh Tax Saver Fund Regular - Growth 11.8361 -4.23 37.69 - 2.26 IDBI Equity Advantage Fund Direct-Growth 26.5900 -4.56 449.40 - 1.20 IDBI Equity Advantage Fund Regular-Growth 24.4800 -4.56 449.40 - 2.42 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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