Year-end special: Evergreen equity mutual funds with 10-year rolling return of over 15%

THE ECONOMIC TIMES Fri, Dec 21, 2018 | 08:11 AM IST Mutual Funds Newsletter

Year-end special: Evergreen equity mutual funds with 10-year rolling return of over 15% Indian stock market had a volatile year in 2018. Most equity mutual fund schemes have disappointed investors, with low or even negative returns. Five reasons why you should invest in an ELSS in this financial year As said before, your investments in ELSS are eligible for a tax deduction of up to Rs 1.5 lakh from your gross total income under Section 80C of the Income Tax Act. Though you can avail a maximum tax deduction of only Rs 1.5 lakh under the section, there is no limit on the amount you can invest in these schemes. Year-end special: Passive funds outperform actively-managed largecap funds in 2018 You could very well call 2018 as the year of passive largecap mutual fund. Cautious mutual fund advisors recommend largecap schemes Faced with a volatile stock market, RBI governor fiasco and state election debacle for BJP, many mutual fund advisors have turned extremely cautious. Year-end special: 76% equity mutual funds give negative returns in 2018 Equity mutual funds have disappointed investors in 2018. Most equity mutual fund categories have given negative returns Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth 4.34 0.39 -2.70 17.27 JM Core 11 Fund-Growth 4.16 -0.20 -3.66 15.78 Axis Bluechip Fund Direct Plan-Growth 4.70 1.64 9.61 14.99 ICICI Prudential Bluechip Fund Institutional I-Growth 2.51 2.44 1.58 14.46 Reliance Large Cap Fund Direct-Growth 2.32 4.32 1.87 14.28 FeaturedPrincipal Tax Savings Fund Direct ★★★★★ 2.61 -1.34 -6.73 14.47 Start SIP Year-end special: Largecap schemes were a 'flight to safety' in 2018 Largecap mutual fund schemes proved to be the only safe option in the volatile market in 2018. Best mutual funds for a young investor If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts.

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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 15 Mar 500.00 Sundaram Long Term Tax Advantage Fund Series VI Direct-G Equity: ELSS Closed-end 25 Sep 15 Mar 500.00 Sundaram Long Term Tax Advantage Fund Series VI Direct-D Equity: ELSS Closed-end 25 Sep 15 Mar 500.00 Sundaram Long Term Tax Advantage Fund Series VI Reg-D Equity: ELSS Closed-end 25 Sep 15 Mar 500.00 ICICI Pru Capital Protection Oriented Fund Series XIV Plan B 12O1 Days-G Hybrid: Conservative Hybrid Closed-end 17 Dec 31 Dec 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Aditya Birla SL Arbitrage-D Hybrid: Arbitrage Open-ended 21 Dec 2018 0.05 Aditya Birla SL Arbitrage Direct-D Hybrid: Arbitrage Open-ended 21 Dec 2018 0.06 Aditya Birla SL Credit Risk Reg-D Debt: Credit Risk Open-ended 21 Dec 2018 0.17 Aditya Birla SL Credit Risk Direct-D Debt: Credit Risk Open-ended 21 Dec 2018 0.17 Franklin India Dynamic Accrual-DQ Debt: Dynamic Bond Open-ended 21 Dec 2018 0.12 * 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 19-12-2018 2453.18 2863.04 -409.86 13170.36 9205.24 3965.12 18-12-2018 1685.24 1698.81 -13.57 15516.88 9482.54 6034.34 17-12-2018 1681.94 1770.47 -88.53 10969.11 7554.87 3414.24 14-12-2018 2031.01 2232.99 -201.98 18865.56 14261.95 4603.61 13-12-2018 2304.16 2420.80 -116.64 8354.10 7569.97 784.13 12-12-2018 3294.93 2061.79 1233.14 9696.47 7741.90 1954.57 11-12-2018 3789.20 2293.92 1495.28 9914.59 6977.77 2936.82 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 Franklin Build India Direct Fund-Growth 42.6235 3.32 1183.38 - 0.91 Franklin Build India Fund-Growth 39.7494 3.29 1183.38 - 2.25 Aditya Birla Sun Life Banking & Financial Services Fund Regular-Growth 27.4300 3.12 1618.93 - 2.15 SBI Banking & Financial Services Fund Direct-Growth 17.3887 2.81 563.85 - 1.66 SBI Banking & Financial Services Fund Regular-Growth 16.7717 2.79 563.85 - 2.53 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 UTI Long Term Advantage Fund - Series VI Direct - Growth 9.0511 3.37 404.75 - 2.55 UTI Long Term Advantage Fund - Series VI Regular - Growth 8.8687 3.33 404.75 - 2.55 UTI Long Term Advantage Fund - Series VII Direct - Growth 9.2534 3.29 259.25 - 2.62 UTI Long Term Advantage Fund - Series VII Regular - Growth 9.0948 3.24 259.25 - 2.62 UTI Long Term Advantage Fund - Series IV Direct - Growth 10.7767 2.94 154.83 - 2.39 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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