RBI policy: Stick to short-term debt mutual funds, FMPs, say fund managers

THE ECONOMIC TIMES Fri, Aug 03, 2018 | 08:09 AM IST Mutual Funds Newsletter

RBI policy: Stick to short-term debt mutual funds, FMPs, say fund managers The RBI raised repo rate by 0.25 per cent in its policy review. 25 years of pvt sector mutual funds: Only constant is regulatory changes, says A Balasubramanian A Balasubramanian, CEO, Aditya Birla Sun Life Mutual Funds, started his journey in the mutual fund industry in 1992. Aggressive hybrid funds can offer 3-4% more than FD: Rahul Baijal of Sundaram MF Aggressive hybrid fund category has offered a CAGR of 4.5% last year, but Sundaram Equity Hybrid Fund has outperformed the category with 9.04% returns. How to create Rs 2.5 crore in 20 years? If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts. Do your mutual fund schemes match your risk profile? Many mutual fund investors are getting jittery as they watch their investments in mid- and small-cap schemes losing value. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth 9.01 6.74 9.26 16.27 JM Core 11 Fund-Growth 8.93 6.31 8.37 14.67 Axis Bluechip Fund Direct Plan-Growth 4.82 14.19 21.93 13.77 ICICI Prudential Nifty Next 50 Index Direct-Growth 6.13 0.59 7.46 13.59 IDBI Nifty Junior Index Fund Direct-Growth 6.09 0.27 6.77 13.26 FeaturedDSP BlackRock Regular Savings Direct Plan-Growth ★★★★★ 2.38 2.25 4.07 8.32 Start SIP Should you invest in largecap or aggressive hybrid schemes? After the recent Sebi re-ctegorisation, the erstwhile equity-oriented hybrid schemes or balanced schemes are now called aggressive hybrid funds. These schemes would invest around 65-80 per cent in stocks and 20-35 per cent of the corpus in debt. Should I invest in balanced schemes for tax-free returns? If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts.

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 V Direct-D Equity: ELSS Closed-end 25 Jun 24 Sep 500.00 Sundaram Long Term Tax Advantage Fund Series V Direct-G Equity: ELSS Closed-end 25 Jun 24 Sep 500.00 Sundaram Long Term Tax Advantage Fund Series V Reg-D Equity: ELSS Closed-end 25 Jun 24 Sep 500.00 Sundaram Long Term Tax Advantage Fund Series V Reg-G Equity: ELSS Closed-end 25 Jun 24 Sep 500.00 BOI AXA Midcap Tax Fund Series 2 Direct-G Equity: ELSS Closed-end 12 Jul 11 Oct 500.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Quant High Yield Equity-D Equity: Multi Cap Open-ended 06 Aug 2018 0.53 ICICI Pru Capital Protection Oriented Ser IV Plan A-D Hybrid: Conservative Hybrid Closed-end 06 Aug 2018 0.05 Aditya Birla SL FTP Ser MU (1117D) Reg-D Debt: FMP Closed-end 06 Aug 2018 - Aditya Birla SL FTP Ser MU (1117D) Reg-DQ Debt: FMP Closed-end 06 Aug 2018 - Aditya Birla SL FTP Ser MU (1117D) Direct-D Debt: FMP Closed-end 06 Aug 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 20-07-2018 2018.13 2216.66 -198.53 4909.31 6054.76 -1145.45 19-07-2018 3147.80 2208.96 938.84 7466.00 8062.32 -596.32 18-07-2018 2301.24 2249.46 51.78 5303.86 5189.80 114.06 17-07-2018 2775.25 1680.23 1095.02 8167.53 6782.68 1384.85 09-07-2018 67.59 53.23 14.36 27.56 15.40 12.16 06-07-2018 2814.21 1938.07 876.14 7698.50 4071.17 3627.33 05-07-2018 2189.99 2433.61 -243.62 5833.36 3594.68 2238.68 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 ICICI Prudential Nifty Next 50 Index Direct-Growth 26.9143 2.37 230.54 - 0.44 ICICI Prudential Nifty Next 50 Index Fund-Growth 26.2554 2.36 230.54 - 0.85 IDBI Nifty Junior Index Fund Direct-Growth 23.4947 2.35 52.52 - 0.56 Mirae Asset Emerging Bluechip Fund Direct-Growth 52.7000 2.20 5370.55 - 1.72 Mirae Asset Emerging Bluechip Fund Regular-Growth 50.1360 2.18 5370.55 - 2.09 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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