Best mutual funds to invest in 2019

THE ECONOMIC TIMES Fri, May 03, 2019 | 08:11 AM IST Mutual Funds Newsletter

Best mutual funds to invest in 2019 Our list of top mutual fund schemes that you may consider to invest in 2019. How Franklin India Ultra Short Bond Fund stays at the top, year after year? Investors swear by it. Even mutual fund advisors love it. Why Rs 1 crore will not ensure a rich retired life? Rs 1 crore, Rs 2 crore, or Rs 5 crore will not guarantee a cushy retired life to you. Why? The basic idea behind creating a target corpus is to ensure that returns or interest from it would be enough to take care of your expenses after retirement. Have you done the math to find out whether the big round figure would do that? When should you sell an ELSS or tax saving mutual fund scheme? ELSS funds have the shortest lock-in period of merely three years. Time in the market, not timing the market, will deliver returns: Sunil Subramaniam of Sundaram Mutual Should mutual fund investors exit their investments and book profits during election year and buy again at lower levels? Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth -3.89 13.30 5.52 19.92 JM Core 11 Fund-Growth -4.03 12.15 4.01 18.38 Mirae Asset Large Cap Fund Direct- Growth -0.26 9.76 9.55 18.23 Reliance Large Cap Fund Direct-Growth -1.59 8.34 8.90 18.03 Mirae Asset Large Cap Fund Regular- Growth -0.35 9.14 8.48 17.27 FeaturedDSP Credit Risk Direct Plan-Growth ★★★★★ 0.08 0.07 -0.73 5.10 Start SIP These top mutual fund managers offered over 20 per cent returns Most of us invest in mutual fund schemes because we think we are better off with a professional fund manager who knows how to take care of the investments. If the fund manager is able to beat the benchmark and category consistently, he is worth the money you are paying for. What if he generates more than 20 per cent returns in the last five years? Well, they undoubtedly deserve the title of star fund mangers. Here are four fund managers who offered over 20 per cent returns in the last five years. Best value-oriented equity mutual funds to invest in 2019 Value investing is an investment strategy that looks to buy stocks that are trading below their intrinsic value.

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 Principal Small Cap Fund Reg-D Equity: Small Cap Open-ended 22 Apr 06 May 5000.00 Principal Small Cap Fund Direct-G Equity: Small Cap Open-ended 22 Apr 06 May 5000.00 Principal Small Cap Fund Reg-G Equity: Small Cap Open-ended 22 Apr 06 May 5000.00 Principal Small Cap Fund Direct-D Equity: Small Cap Open-ended 22 Apr 06 May 5000.00 Mirae Asset Focused Fund Reg-D Equity: Multi Cap Open-ended 23 Apr 07 May 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Tata Hybrid Equity Reg-D Hybrid: Aggressive Hybrid Open-ended 03 May 2019 0.35 Tata Equity Savings Reg-D Hybrid: Equity Savings Open-ended 03 May 2019 0.07 Tata Hybrid Equity Direct-D Hybrid: Aggressive Hybrid Open-ended 03 May 2019 0.35 Tata Equity Savings Direct-D Hybrid: Equity Savings Open-ended 03 May 2019 0.07 ICICI Pru FMP Series 78 1102D Plan Z-D Debt: FMP Closed-end 03 May 2019 - * 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 30-04-2019 2905.89 2079.88 826.01 5865.05 11095.84 -5230.79 26-04-2019 2959.88 2162.06 797.82 9108.17 9540.45 -432.28 25-04-2019 4244.07 9174.72 -4930.65 9532.12 9640.16 -108.04 24-04-2019 2112.02 2654.68 -542.66 8244.78 6311.53 1933.25 23-04-2019 2313.08 1849.05 464.03 8980.21 8384.04 596.17 22-04-2019 1759.30 1796.69 -37.39 8158.74 5266.45 2892.29 18-04-2019 2010.05 2168.96 -158.91 10493.33 8657.60 1835.73 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 SBI Banking & Financial Services Fund Direct-Growth 18.8846 1.62 648.71 - 1.60 SBI Banking & Financial Services Fund Regular-Growth 18.1559 1.60 648.71 - 2.42 Axis Bluechip Fund Direct Plan-Growth 30.9400 0.95 4169.29 - 1.97 Axis Bluechip Fund-Growth 28.7300 0.88 4169.29 - 1.97 Kotak Standard Multicap Fund Direct-Growth 37.8260 0.76 23882.79 - 0.93 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 HDFC Taxsaver Direct Plan-Growth 546.4160 0.84 6916.74 - 1.47 HDFC Taxsaver-Growth 525.1660 0.82 6916.74 - 2.10 SBI Long Term Advantage Fund Series V Direct - Growth 10.1182 0.79 286.00 - 1.75 SBI Long Term Advantage Fund Series V Regular - Growth 10.0014 0.78 286.00 - 2.96 Axis Long Term Equity Direct Plan-Growth 47.7680 0.72 17618.22 - 1.90 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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