Best mutual funds to invest in 2018

THE ECONOMIC TIMES Fri, Feb 09, 2018 | 08:10 AM IST Mutual Funds Newsletter

Best mutual funds to invest in 2018 New investors find it difficult to put together a mutual fund portfolio. Here is some help. Invest in short-term debt mutual funds, say debt fund managers after RBI policy It is status-quo for your debt mutual fund investments, with Reserve Bank of India (RBI) keeping its policy rates unchanged in its policy review today. Is it the right time to invest in mutual funds? If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts. Markets are bleeding. What should mutual fund investors do? The benchmark index Sensex fell by 1,688 points since the finance minister presented the Budget 2018 in parliament on February 1. Mutual fund advisors ask investors to get out of long-term debt funds The budget hasn't been music to the bond market. Apart from pushing the 10-year bond yield up by nine basis points, it has strengthened the case against long-term debt funds. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth -4.91 2.22 23.39 15.99 Mirae Asset India Opportunities Fund Direct- Growth -3.20 6.25 25.53 14.63 JM Multi Strategy Direct Plan-Growth -4.13 0.98 21.34 13.99 Mirae Asset India Opportunities Fund Regular- Growth -3.25 5.89 24.64 13.75 Kotak Select Focus Fund Direct-Growth -3.20 4.14 21.10 13.75 FeaturedDSP BlackRock Money Manager Direct Plan-Growth ★★★★★ 0.52 3.14 6.81 7.77 Start SIP ELSS funds are going to be taxed. What should investors do? Equity Linked Saving Schemes or ELSSs will not offer tax-free returns anymore. If the budget proposal to introduce tax of 10 per cent on long term capital gains of over Rs 1 lakh. ULIPs don't attract LTCG tax; should you dump your mutual funds for them? Predictably, the introduction of long term capital gains tax on equity investments have given a new lease of life to Unit Linked Insurance Plans or ULIPs.

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 BOI AXA Midcap Tax Fund Series 1 Direct-D Equity: Tax Saving Closed-end 10 Nov 09 Feb 500.00 BOI AXA Midcap Tax Fund Series 1 Reg-D Equity: Tax Saving Closed-end 10 Nov 09 Feb 500.00 BOI AXA Midcap Tax Fund Series 1 Direct-G Equity: Tax Saving Closed-end 10 Nov 09 Feb 500.00 BOI AXA Midcap Tax Fund Series 1 Reg-G Equity: Tax Saving Closed-end 10 Nov 09 Feb 500.00 SBI Long Term Advantage Fund Series V Reg-G Equity: Tax Saving Closed-end 21 Dec 20 Mar 500.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Tata Balanced Reg-D Hybrid: Equity-oriented Open-ended 09 Feb 2018 6.75 DSPBR Tax Saver-D Equity: Tax Saving Open-ended 09 Feb 2018 0.45 IDFC Tax Advantage (ELSS) Reg-D Equity: Tax Saving Open-ended 09 Feb 2018 0.68 IDFC Tax Advantage (ELSS) Direct-D Equity: Tax Saving Open-ended 09 Feb 2018 0.82 Tata Balanced Direct-D Hybrid: Equity-oriented Open-ended 09 Feb 2018 6.75 * 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 07-02-2018 2983.80 2511.29 472.51 4322.42 4018.52 303.90 06-02-2018 4115.70 2803.65 1312.05 6810.33 5915.68 894.65 05-02-2018 3656.28 2796.69 859.59 6684.68 5876.94 807.74 02-02-2018 3083.40 4040.09 -956.69 6549.17 4025.13 2524.04 01-02-2018 3608.17 3873.10 -264.93 10624.40 5589.28 5035.12 31-01-2018 4602.84 2939.08 1663.76 9693.12 9026.13 666.99 30-01-2018 4027.75 3042.31 985.44 10028.92 7704.90 2324.02 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 Canara Robeco Gilt PGS Direct - Growth 48.1066 1.00 71.45 - - 0.64 IDFC Government Securities Provident Direct-Growth 30.3800 0.94 104.26 - - 0.26 SBI Magnum Gilt Fund Long-term Direct-Growth 38.4470 0.83 3130.56 - - 0.43 SBI Magnum Gilt Fund Long-term-Growth 37.6460 0.82 3130.56 - - 1.01 Aditya Birla Sun Life Gilt Plus PF Direct Plan-Growth 48.8318 0.82 150.40 - - 0.89 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 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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