Best mutual fund SIP portfolios to invest in 2019

THE ECONOMIC TIMES Fri, Feb 08, 2019 | 08:10 AM IST Mutual Funds Newsletter

Best mutual fund SIP portfolios to invest in 2019 Are you looking for an equity mutual fund portfolio to achieve your long-term financial goals? RBI cuts rates; should you alter your debt mutual fund strategy? The RBI cut repo rate by 25 basis points to 6.25 per cent. It also changed its monetary stance to neutral from calibrated tightening. How risky are your debt mutual funds? A host of negative news, the recent ones from Zee and IL&FS, have unnerved many debt mutual fund investors. Best large cap mutual funds to invest in 2019 Large cap mutual fund schemes, as the name suggests, invest in stocks of very large companies or stocks with largest market capitalisation. Stay in short duration funds till next budget, says Kumaresh Ramakrishnan of DHFL Pramerica MF The concerns in FY 19 are coming from the fiscal deficit due to the additional packages given in the budget. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth 2.25 -7.64 0.43 19.62 JM Core 11 Fund-Growth 2.07 -8.34 -0.74 18.09 Axis Bluechip Fund Direct Plan-Growth 2.85 -2.70 14.08 16.89 Reliance Large Cap Fund Direct-Growth 0.39 -1.02 2.57 16.47 ICICI Prudential Bluechip Fund Institutional I-Growth 0.54 -3.63 1.46 15.48 FeaturedMirae Asset India Equity Fund Regular- Growth ★★★★★ 1.71 -1.66 3.82 17.64 Start SIP What mutual fund managers say about RBI policy he RBI cut repo rate by 25 basis points (100 basis points = 1%) to 6.25 per cent, for the first time after August 2017. Should mutual fund investors alter their strategy after Budget 2019? Three days after the budget, most fund managers believe that investors should wait for the full budget for firm clues.

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 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 Canara Robeco Small Cap Fund Reg-D Equity: Small Cap Open-ended 25 Jan 08 Feb 5000.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Reliance Banking-D Equity: Sectoral-Banking Open-ended 08 Feb 2019 4.50 DSP Tax Saver-D Equity: ELSS Open-ended 08 Feb 2019 0.40 Reliance Q Interval Series II Retail-D Debt: FMP Open-ended 08 Feb 2019 0.00 Reliance Banking Direct-D Equity: Sectoral-Banking Open-ended 08 Feb 2019 4.50 Reliance Q Interval Series II Direct-D Debt: FMP Open-ended 08 Feb 2019 0.00 * 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 06-02-2019 2330.54 1871.20 459.34 4772.55 4989.19 -216.64 05-02-2019 1885.97 1781.81 104.16 6282.13 5395.12 887.01 04-02-2019 1474.22 1905.03 -430.81 6239.78 7144.32 -904.54 01-02-2019 2687.05 2815.24 -128.19 11969.49 10591.08 1378.41 31-01-2019 4679.51 5887.11 -1207.60 10827.01 11799.40 -972.39 30-01-2019 3723.15 2883.83 839.32 9863.48 9727.88 135.60 29-01-2019 2723.16 2349.75 373.41 12006.17 10575.24 1430.93 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 Axis Long Term Equity Direct Plan-Growth 45.1830 3.84 16973.29 - 0.95 Axis Long Term Equity Fund-Growth 42.1411 3.83 16973.29 - 2.08 Axis Focused 25 Direct Plan-Growth 28.1100 3.69 6166.21 - 0.76 Axis Bluechip Fund Direct Plan-Growth 29.5700 2.89 3170.43 - 0.89 Axis Bluechip Fund-Growth 27.5400 2.88 3170.43 - 2.29 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 Axis Long Term Equity Direct Plan-Growth 45.1830 3.84 16973.29 - 0.95 Axis Long Term Equity Fund-Growth 42.1411 3.83 16973.29 - 2.08 IDBI Equity Advantage Fund Direct-Growth 27.3300 2.47 608.29 - 0.81 IDBI Equity Advantage Fund Regular-Growth 25.6900 2.43 608.29 - 2.35 JM Tax Gain Direct Plan-Growth 17.2695 2.32 28.91 - 2.75 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

More Newsletters

Daily Newsletter Special stories that round up the major developments of the day

Markets Watch Round up of stock, currency, bond, money and real estate market

ET Investment Opportunities Property, Stocks, IPOs, NFOs, Mutual Funds and latest investment options in your inbox.

Wealth Weekly news on personal finance, stocks, property, gold, tax planning and more.

View All

Follow Us on ET:

About us| Advertise with us| Feedback| Sitemap| Code of Ethics © 2019 Times Internet Limited.

To ensure delivery directly to your inbox, please add etnotifications@indiatimes.com to your address book today. If you are having trouble viewing this newsletter, please click here

To unsubscribe or edit your subscriptions please click here