Should mutual fund investors worry about 2019 elections?

THE ECONOMIC TIMES Fri, Nov 09, 2018 | 08:12 AM IST Mutual Funds Newsletter

Should mutual fund investors worry about 2019 elections? The general election may be around six months away, but some mutual fund investors are really concerned about it. Are your debt mutual funds in danger because of IL&FS, NBFC crisis? The IL&FS default saga and crisis in the NBFC space are casting a long shadow in the debt mutual fund space. International exposure allows you to buy opportunities that do not exist in India: Raunak Onkar of PPFAS MF PPFAS Long Term Equity Fund has around 27 per cent of its total portfolio invested in overseas equities. ​How to build a realistic retirement corpus? If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts. Stay away from long duration debt mutual funds, says Lakshmi Iyer of Kotak MF I don't think there was a surprise package in the NAV dip in some schemes, says Lakshmi Iyer. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth 3.20 -6.20 -8.78 14.89 JM Core 11 Fund-Growth 3.11 -6.60 -9.54 13.42 ICICI Prudential Bluechip Fund Institutional I-Growth 2.97 0.21 -0.37 12.71 ICICI Prudential Nifty Next 50 Index Direct-Growth 4.39 -8.50 -9.93 12.45 IDBI Nifty Junior Index Fund Direct-Growth 4.42 -8.23 -10.07 12.22 FeaturedPrincipal Emerging Bluechip Fund Direct- Growth ★★★★★ 4.09 -9.84 -8.83 15.11 Start SIP Should you start an SIP in equity mutual funds this Diwali? Mutual fund houses are launching campaigns around the advantages of starting an SIP this Diwali. Long duration funds top the return chart in three-month period. Should you invest? After a lull period for almost two years, the category seems to be staging a comeback.

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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 ICICI Pru Bharat Consumption Fund - Series 5-G Equity: Thematic-Consumption Closed-end 07 Nov 21 Nov 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit DSP Tax Saver-D Equity: ELSS Open-ended 09 Nov 2018 0.40 Reliance Q Interval Series II Retail-D Debt: FMP Open-ended 09 Nov 2018 0.17 Reliance Large Cap-D Equity: Large Cap Open-ended 09 Nov 2018 0.10 Reliance Q Interval Series II Direct-D Debt: FMP Open-ended 09 Nov 2018 0.17 UTI Fixed Term Income Sr XXIII-VI (1100D) Reg-DQ Debt: FMP Closed-end 09 Nov 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 01-11-2018 2346.09 2774.24 -428.15 9357.63 8393.48 964.15 31-10-2018 5179.26 3037.21 2142.05 4859.05 5826.93 -967.88 30-10-2018 2889.79 1578.88 1310.91 6203.32 9580.69 -3377.37 29-10-2018 4674.64 2050.85 2623.79 7578.37 8377.53 -799.16 26-10-2018 3459.62 1620.40 1839.22 9593.74 5774.33 3819.41 25-10-2018 6195.46 6880.02 -684.56 5932.19 5516.34 415.85 24-10-2018 4370.90 2464.39 1906.51 7903.50 7408.09 495.41 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 Banking & Financial Services Fund Regular-Growth 25.5100 4.38 1618.93 - 2.37 Axis Long Term Equity Direct Plan-Growth 43.7198 4.27 18046.66 - 2.17 Axis Long Term Equity Fund-Growth 40.8866 4.24 18046.66 - 2.17 JM Core 11 Direct Plan-Growth 8.5603 4.19 35.94 - 2.76 JM Core 11 Fund-Growth 8.0131 4.16 35.94 - 2.76 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 Tata Infrastructure Tax Saving Fund-Growth 22.5823 5.59 5.44 - 2.46 Axis Long Term Equity Direct Plan-Growth 43.7198 4.27 18046.66 - 2.17 Axis Long Term Equity Fund-Growth 40.8866 4.24 18046.66 - 2.17 UTI Long Term Advantage Fund - Series VII Direct - Growth 8.8107 4.00 259.25 - 2.62 UTI Long Term Advantage Fund - Series VII Regular - Growth 8.6843 3.95 259.25 - 2.62 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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