RBI policy: Invest in short-term and credit opportunities mutual fund schemes

THE ECONOMIC TIMES Fri, Apr 06, 2018 | 08:10 AM IST Mutual Funds Newsletter

RBI policy: Invest in short-term and credit opportunities mutual fund schemes The Reserve Bank of India has once again kept its key rates unchanged in its policy review today. Best mutual funds to invest in 2018 New investors find it difficult to put together a mutual fund portfolio. Here is some help. These eight equity mutual fund schemes have been toppers since 2009 Can equity mutual funds stay on top of the performance charts year after year? Your balanced mutual fund scheme may become 'aggressive' soon. Should you worry? Some mutual fund investors might soon notice that their favourite balanced scheme has become an aggressive hybrid scheme 20 equity mutual fund schemes offered over 15% annual returns in 10 years Most mutual fund investors are always looking for equity mutual fund schemes that offer double-digit annual returns for a long period. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth 2.58 0.31 16.18 14.89 Kotak Select Focus Fund Direct-Growth 1.11 3.66 13.27 13.47 Invesco India Growth Fund Direct-Growth 1.93 9.23 23.52 12.81 Mirae Asset India Equity Fund Direct- Growth -0.54 3.29 14.95 12.63 JM Multi Strategy Direct Plan-Growth 1.16 -0.17 11.75 12.59 FeaturedDSP BlackRock Top 100 Equity Direct Plan-Growth ★★★★★ 1.38 2.68 10.44 7.49 Start SIP All you need to know about 16 new debt mutual fund categories Here are the new debt categories and what kind of assets they will invest. CAMS offers enhanced statement for LTCG tax on equity mutual fund schemes CAMS has enhanced the capital gain/loss statement to include the long-term capital gains (LTCG) for equity-oriented mutual fund schemes from 1st of April 2018.

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 Long Term Tax Advantage Fund Series IV Direct-D Equity: Tax Saving Closed-end 27 Mar 27 Jun 500.00 Sundaram Long Term Tax Advantage Fund Series IV Direct-G Equity: Tax Saving Closed-end 27 Mar 27 Jun 500.00 Sundaram Long Term Tax Advantage Fund Series IV Reg-D Equity: Tax Saving Closed-end 27 Mar 27 Jun 500.00 Sundaram Long Term Tax Advantage Fund Series IV Reg-G Equity: Tax Saving Closed-end 27 Mar 27 Jun 500.00 UTI Capital Protection Oriented Scheme Series X-II (1134 Days) Direct-D Hybrid: Debt-oriented Conservative Closed-end 02 Apr 16 Apr 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit ICICI Pru Capital Protection Oriented Ser III Plan H-D Hybrid: Debt-oriented Aggressive Closed-end 09 Apr 2018 0.04 ICICI Pru Capital Protection Oriented Ser III Plan H Direct-D Hybrid: Debt-oriented Aggressive Closed-end 09 Apr 2018 0.04 Aditya Birla SL FTP Ser KW Reg-DQ Debt: FMP Closed-end 09 Apr 2018 - Aditya Birla SL FTP Ser KX Reg-D Debt: FMP Closed-end 09 Apr 2018 - Mirae Asset Savings Fund Regular Savings-DQ Debt: Ultra Short Term Open-ended 10 Apr 2018 13.11 * 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 03-04-2018 90.54 48.11 42.43 3727.13 337.60 3389.53 02-04-2018 2274.88 1568.04 706.84 52.37 69.74 -17.37 28-03-2018 7646.07 5928.96 1717.11 18888.71 20501.61 -1612.90 27-03-2018 4202.86 1967.47 2235.39 23068.53 13947.72 9120.81 26-03-2018 5711.54 3117.04 2594.50 15683.41 11849.25 3834.16 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 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 Aditya Birla Sun Life Pure Value Direct Fund-Growth 66.0641 4.64 3159.34 - 1.05 SBI Banking & Financial Services Fund Direct-Growth 15.8055 4.55 482.30 - 1.62 SBI Small & Midcap Direct-Growth 60.5934 4.30 873.82 - 1.39 SBI Small & Midcap Fund-Growth 57.2768 4.27 873.82 - 2.30 Principal Emerging Bluechip Fund Direct- Growth 113.0900 3.96 1657.50 - 0.63 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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