Best large and midcap schemes to invest in 2018

THE ECONOMIC TIMES Fri, Oct 26, 2018 | 08:12 AM IST Mutual Funds Newsletter

Best large and midcap schemes to invest in 2018 Large and mid-cap category must invest in a minimum 35 per cent of the corpus in largecap companies, and another 35 per cent in midcap companies. Looking for 'safe' mutual funds with higher return potential? Here is our list Many mutual fund investors are increasingly becoming mindful of the risk associated with their schemes given the current market volatility. Remember the good old balanced schemes? Some mutual fund advisors are once again pitching aggressive hybrid schemes or `balanced schemes' as the ideal way to navigate the current market. They argue that `mix portfolio' would offer the much needed cushion to conservative investors during volatile times. Sebi ban on upfront commission will hit us hard, say mutual fund distributors Mutual fund distributors say Sebi move to ban upfront commissions paid by Asset Management Companies (AMCs) would severely hit their pockets. Debt + multi-asset fund+ STP will be a good combination over next two years: S Naren of ICICI Pru AMC "The current volatility is a great opportunity for long term investors to accumulate units at lower levels." Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth -8.17 -10.59 -11.84 12.43 JM Core 11 Fund-Growth -8.23 -10.96 -12.55 10.98 ICICI Prudential Bluechip Fund Institutional I-Growth -7.56 -4.38 -2.01 10.32 Axis Bluechip Fund Direct Plan-Growth -8.14 -4.34 2.92 9.64 ICICI Prudential Nifty Next 50 Index Direct-Growth -9.50 -16.17 -12.11 9.37 FeaturedPrincipal Multi Cap Growth Fund Direct-Growth ★★★★★ -7.23 -11.73 -8.74 11.19 Start SIP Best aggressive hybrid mutual funds to invest in 2018 Are you looking to invest in equity-oriented hybrid schemes, but not sure which one to pick? Here are our recommended schemes. Tata Small Cap Fund: NFO review Tata Mutual Fund launched a new small scheme called Tata Small Cap Fund on Friday.

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 VI Reg-G Equity: ELSS Closed-end 25 Sep 24 Dec 500.00 Sundaram Long Term Tax Advantage Fund Series VI Direct-G Equity: ELSS Closed-end 25 Sep 24 Dec 500.00 Sundaram Long Term Tax Advantage Fund Series VI Direct-D Equity: ELSS Closed-end 25 Sep 24 Dec 500.00 Sundaram Long Term Tax Advantage Fund Series VI Reg-D Equity: ELSS Closed-end 25 Sep 24 Dec 500.00 UTI Floater Fund Reg-G Debt: Floater Open-ended 12 Oct 26 Oct 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit DSP Equity & Bond-D Hybrid: Aggressive Hybrid Open-ended 26 Oct 2018 0.19 Canara Robeco Equity Diversified Reg-D Equity: Multi Cap Open-ended 26 Oct 2018 2.66 SBI Arbitrage Opportunities-D Hybrid: Arbitrage Open-ended 26 Oct 2018 0.05 ICICI Pru Equity Arbitrage-D Hybrid: Arbitrage Open-ended 26 Oct 2018 0.07 Reliance Equity Hybrid-D Hybrid: Aggressive Hybrid Open-ended 26 Oct 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 24-10-2018 4311.45 2464.39 1847.06 7903.50 7408.09 495.41 23-10-2018 3999.53 2802.38 1197.15 8579.66 6309.64 2270.02 22-10-2018 3235.72 2410.09 825.63 1465.38 647.68 817.70 19-10-2018 1720.80 1165.09 555.71 4472.73 4238.23 234.50 17-10-2018 2681.69 2717.79 -36.10 5033.78 4949.72 84.06 16-10-2018 2652.79 1834.47 818.32 5005.41 4780.66 224.75 15-10-2018 1901.61 1630.56 271.05 4175.39 3866.53 308.86 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 Reliance Gilt Securities Fund Direct-Growth 24.8362 0.32 959.75 - - 0.69 DHFL Pramerica Gilt Fund - Growth 19.1924 0.32 129.14 - - 0.86 Reliance Gilt Securities Fund Direct Defined Maturity Date-Growth 24.9020 0.32 959.75 - - 0.69 Reliance Gilt Securities Fund Institutional-Growth 23.5944 0.30 959.75 - - 1.59 Reliance Gilt Securities Fund -Growth 23.3740 0.30 959.75 - - 1.59 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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