Reliance MF is merging its Focused Large Cap Fund with Mid and Small Cap Fund. What should you do?

THE ECONOMIC TIMES Fri, Mar 30, 2018 | 08:10 AM IST Mutual Funds Newsletter

Reliance MF is merging its Focused Large Cap Fund with Mid and Small Cap Fund. What should you do? Reliance Mutual Fund is merging Reliance Focussed Large Cap Fund and Reliance Mid and Small Cap Fund to form Reliance Focused Equity Fund, an open-ended multicap equity scheme. Is it okay to invest a lumpsum in tax-saving mutual funds or ELSSs now? The tax-saving season is ending in a few days. Taxpayers have hardly three days to make investments to save taxes under Section 80C of the Income Tax Act. Don't shun ELSS because of market volatility; they can still reward you Some mutual fund investors are having second thoughts about investing in ELSSs this year to save taxes because of the uncertainties haunting the stock market. Should mutual fund investors make extra investments in a lumpsum now? Mutual fund advisors are trying hard to prevent investors from making extra investments in a lumpsum after the recent fall in the market. Can sectoral mutual funds save you from market volatility? Many mutual fund investors are asking their advisors whether investing in sectoral or thematic mutual fund schemes would help them to escape the current volatility in the market. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth -1.67 -0.33 16.02 15.18 Kotak Select Focus Fund Direct-Growth -2.70 2.79 12.95 13.61 Mirae Asset India Equity Fund Direct- Growth -4.45 2.35 14.64 12.90 Invesco India Growth Fund Direct-Growth -1.88 7.27 22.85 12.85 JM Multi Strategy Direct Plan-Growth -3.19 -1.43 11.14 12.83 FeaturedDSP BlackRock Top 100 Equity Direct Plan-Growth ★★★★★ -2.46 1.48 9.85 7.67 Start SIP Does dividend reinvestment option in ELSS funds make sense after DDT? The finance minister has imposed a dividend distribution tax of 10 per cent on equity mutual funds in the last budget. New investors shun mutual funds after market correction, LTCG tax New investors are not making a beeline for mutual funds anymore, say mutual fund advisors.

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 Sundaram Emerging Small Cap Series II Reg-G Equity: Small Cap Closed-end 19 Mar 02 Apr 5000.00 Sundaram Emerging Small Cap Series II Direct-D Equity: Small Cap Closed-end 19 Mar 02 Apr 5000.00 Sundaram Emerging Small Cap Series II Reg-D Equity: Small Cap Closed-end 19 Mar 02 Apr 5000.00 Sundaram Emerging Small Cap Series II Direct-G Equity: Small Cap Closed-end 19 Mar 02 Apr 5000.00 Aditya Birla SL Resurgent India Fund - Series 7 Direct-G Equity: Mid Cap Closed-end 20 Mar 03 Apr 1000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit HDFC Annual Interval Ser I A Reg-D Debt: FMP Open-ended 02 Apr 2018 - HDFC Annual Interval Ser I A Direct-D Debt: FMP Open-ended 02 Apr 2018 - Motilal Oswal Ultra Short Term Reg-DQ Debt: Ultra Short Term Open-ended 02 Apr 2018 0.15 Motilal Oswal Ultra Short Term Direct-DQ Debt: Ultra Short Term Open-ended 02 Apr 2018 0.16 LIC MF Capital Protection Oriented Ser 2 Reg-D Hybrid: Debt-oriented Conservative Closed-end 02 Apr 2018 - * 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 26-03-2018 5134.85 2885.06 2249.79 15139.18 10732.30 4406.88 23-03-2018 2907.38 3887.85 -980.47 12747.20 10311.26 2435.94 22-03-2018 2522.06 2091.17 430.89 10734.97 9132.26 1602.71 21-03-2018 2514.53 2367.04 147.49 13803.21 11682.29 2120.92 20-03-2018 2658.01 1770.83 887.18 9896.20 9181.46 714.74 19-03-2018 3076.88 2940.24 136.64 12364.54 10513.04 1851.50 16-03-2018 3363.12 4438.86 -1075.74 11937.51 9111.26 2826.25 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 Motilal Oswal Multicap 35 Fund Direct-Growth 27.3251 2.07 10287.74 - 1.33 Motilal Oswal Multicap 35 Fund Regular-Growth 26.3035 2.05 10287.74 - 2.20 Motilal Oswal Focused 25 Fund Direct-Growth 21.9781 1.81 866.97 - 1.33 Motilal Oswal Long Term Equity Fund Direct-Growth 18.5941 1.56 721.44 - 1.45 Canara Robeco Gilt PGS Direct - Growth 48.8649 1.55 71.45 - - 0.65 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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