Thursday, 25 February 2021

What should mutual fund investors do to navigate the market falls?

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Fri, Feb 26, 2021 | 08:10 AM IST

Mutual Funds Newsletter

What should mutual fund investors do to navigate the market falls?

We spoke to Arun Kumar, Head of Research at FundsIndia.com, to get answers to the most frequently asked questions about the market fall after a huge post-budget rally.

Are weekly SIPs a better option for mutual fund investors?

Weekly SIP is yet another mode to stagger your investments. The staggering frequency in this case is four times a month instead of once.

Top 10 mutual funds to invest

Friends or colleagues might provide a few names, but those schemes might not be suitable for your goals and risk profile.

Large or small caps? If it is a tough choice for you, rest easy with FoFs

The fund of funds route to invest in mutual funds, which helps in automatic asset allocation, is one of the best ways to optimise returns and minimise risks, say experts

Depolarisation, rise in corporate earnings work well for DSP Equal Nifty 50 Fund

Over the last one year, the fund has delivered 28% compared to the Nifty s 22%. It has gained 112% from its lows of March 23, compared to the Nifty's 91.5%.

Top Mutual Funds
SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%)
Canara Robeco Bluechip Equity Fund Direct-Growth
★★★★★
18.32 30.22 30.01 5.68
Invest Now
Axis Bluechip Fund Direct Plan-Growth
★★★★★
18.27 22.03 27.26 3.54
Invest Now
Axis Bluechip Fund-Growth
★★★★★
16.78 20.51 26.47 3.42
Canara Robeco Bluechip Equity Fund Regular-Growth
★★★★★
16.78 28.25 28.99 5.56
Tata Index Sensex Direct
★★★★★
15.38 27.85 31.26 5.56
Invest Now
Achieving your retirement goals through balanced advantage funds

Lower interest rates globally and printing of money could see FII inflows continue to remain strong as they seek better returns.

Why is the expense ratio of a mutual fund scheme important?

One element which investors take into account while choosing one mutual fund scheme over the other is the expense ratio.

TERM OF THE WEEK
New Fund Offers
Fund Name Category Type Open Close Min Inv
ITI Mid Cap Fund Direct-D Equity: Mid Cap Open-ended 15 Feb 01 Mar 5000.00
ITI Mid Cap Fund Reg-D Equity: Mid Cap Open-ended 15 Feb 01 Mar 5000.00
ITI Mid Cap Fund Reg-G Equity: Mid Cap Open-ended 15 Feb 01 Mar 5000.00
ITI Mid Cap Fund Direct-G Equity: Mid Cap Open-ended 15 Feb 01 Mar 5000.00
UTI Nifty200 Momentum 30 Index Fund Direct-G Equity: Large Cap Open-ended 18 Feb 04 Mar 5000.00
More >>
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
Canara Robeco Equity Tax Saver Reg-D Equity: ELSS Open-ended 26 Feb 2021 1.55
DSP Equity & Bond-D Hybrid: Aggressive Hybrid Open-ended 26 Feb 2021 0.15
Canara Robeco Conservative Hybrid Reg-DM Hybrid: Conservative Hybrid Open-ended 26 Feb 2021 0.10
Nippon India Pharma-D Equity: Sectoral-Pharma Open-ended 26 Feb 2021 6.00
IDFC Arbitrage Regular-DM Hybrid: Arbitrage Open-ended 26 Feb 2021 0.02
* 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
16-02-2021 3197.85 4418.25 -1220.40 7687.90 5727.14 1960.76
15-02-2021 3086.92 3640.44 -553.52 5837.64 4108.42 1729.22
12-02-2021 2681.79 3411.84 -730.05 4474.46 3614.34 860.12
11-02-2021 2800.44 3760.62 -960.18 6146.44 5056.01 1090.43
10-02-2021 3350.85 5410.61 -2059.76 6785.99 7615.34 -829.35
09-02-2021 3143.95 5285.97 -2142.02 5792.67 6476.38 -683.71
08-02-2021 3973.61 4791.67 -818.06 4602.64 4918.81 -316.17
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
ICICI Prudential Thematic Advantage Fund (FOF)- Growth 105.3624 1.92 10.09 - 1.40
BOI AXA Manufacturing & Infrastructure Direct-Growth 23.9300 1.53 38.35 - 1.21
BOI AXA Manufacturing & Infrastructure Fund-Growth 21.7000 1.50 38.35 - 2.50
Quant Absolute Fund-Growth 200.7988 1.00 5.92 - 2.48
Quant Tax Plan Direct-Growth 161.5470 0.99 22.68 - 0.57
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
SBI Long Term Advantage Fund Series III Direct Growth 20.4562 2.04 48.49 - 0.87
SBI Long Term Advantage Fund Series III Regular Growth 19.5436 2.03 48.49 - 1.37
SBI Long Term Advantage Fund Series I Direct Growth 19.5513 1.93 30.48 - 1.04
SBI Long Term Advantage Fund Series I Regular Growth 19.0940 1.92 30.48 - 1.39
SBI Long Term Advantage Fund Series II Direct Growth 20.7391 1.68 26.65 - 1.05
Click here to view all TMF ( All Ratings) >>

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