50% active equity mutual funds ended in red in 2019. Here are the worst performers

THE ECONOMIC TIMES Fri, Dec 27, 2019 | 08:14 AM IST Mutual Funds Newsletter

50% active equity mutual funds ended in red in 2019. Here are the worst performers Many equity mutual funds offered negative returns in 2019. Is your mutual fund scheme figure in the list of worst performers? Success Stories: This lakhpati started with an SIP of Rs 500 in an ELSS mutual fund "I saw my investment value coming down by 50%. I thought about stopping my SIP and to restart it again after the market stabilizes. It was a tough time but I kept my faith," says Uma Shaker. Top 10 mutual funds to invest We have chosen two schemes from five categories - aggressive hybrid, large cap, mid cap, small cap, and multi cap schemes. We believe these schemes should be enough for regular mutual fund investors. Here is the list of top mutual funds hand-picked by us. Credit risk funds of 3 mutual fund houses stand tall amid defaults, downgrades The category has been witnessing consistent outflows for several months now, owing to a series of defaults and downgrades that shook the NBFC space. Is it time to get out of value-oriented schemes or value funds? Many investors complain that they cannot understand why mutual fund analysts are not delivering quick judgement on value funds, considering their prolonged uninspiring performance. Most investors say they do not understand why everyone is asking them to give more time to these schemes. Top Mutual Funds SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%) Axis Bluechip Fund Direct Plan-Growth ★★★★★ 23.28 21.36 7.67 1.84 Invest Now Axis Bluechip Fund-Growth ★★★★★ 21.72 19.91 7.04 1.74 Invest Now Canara Robeco Bluechip Equity Fund Direct-Growth ★★★★★ 18.95 18.37 6.77 1.15 Invest Now Mirae Asset Large Cap Fund Direct- Growth ★★★★★ 17.83 14.39 3.64 0.25 Start SIP JM Core 11 Direct Plan-Growth ★★★★★ 17.54 13.91 2.81 -0.49 FeaturedL&T Large and Midcap Fund Direct-Growth ★★★★★ 12.52 7.75 2.67 0.89 Invest Now Will Sebi tweaks help debt mutual funds to reverse fortunes in 2020? After a series of downgrades and defaults hit the debt mutual fund space, Sebi tweaked several investment norms to make debt funds safer for investors. Passive index funds earn investors' trust in 2019 The total assets managed by the passive funds, including gold and other ETFs and index funds, stood at Rs 177,181.22 crore as of November 30, 2019.

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

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit L&T Triple Ace Bond-DQ Debt: Corporate Bond Open-ended 27 Dec 2019 0.14 DSP Equity & Bond-D Hybrid: Aggressive Hybrid Open-ended 27 Dec 2019 0.21 Canara Robeco Gilt Reg-D Debt: Gilt Open-ended 27 Dec 2019 0.32 L&T Gilt-DQ Debt: Gilt Open-ended 27 Dec 2019 0.18 SBI Magnum Gilt-DQ Debt: Gilt Open-ended 27 Dec 2019 0.16 * 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 23-12-2019 1669.39 3209.07 -1539.68 5111.15 4656.22 454.93 20-12-2019 3353.38 3300.51 52.87 5258.12 3423.92 1834.20 19-12-2019 1652.87 2203.21 -550.34 7663.03 4212.51 3450.52 18-12-2019 2256.89 2878.01 -621.12 6512.59 4766.92 1745.67 17-12-2019 2339.78 2986.50 -646.72 5124.01 4121.97 1002.04 16-12-2019 1537.70 2289.75 -752.05 6121.66 6119.60 2.06 13-12-2019 3064.50 2491.21 573.29 7512.25 5230.25 2282.00 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 Kotak Gold Fund Direct-Growth 16.7200 2.26 162.82 - - 0.60 Kotak Gold Fund Regular-Growth 16.1948 2.25 162.82 - - 0.60 IDFC Government Securities Investment Plan Direct-Growth 25.6551 1.90 421.08 - - 0.42 Nippon India Gilt Securities Fund Direct-Growth 29.3283 1.31 1090.49 - - 0.69 Nippon India Gilt Securities Fund -Growth 27.3127 1.29 1090.49 - - 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 Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct - Growth 7.6699 1.84 41.54 - 1.07 Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular - Growth 7.5586 1.83 41.54 - 1.40 Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct-Growth 9.2264 1.83 99.51 - 1.28 Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular-Growth 9.0450 1.83 99.51 - 1.43 Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular - Growth 7.0854 1.74 36.75 - 1.40 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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