10 small equity mutual funds that have given very good risk-adjusted returns

THE ECONOMIC TIMES Tue, Jan 15, 2019 | 06:30 AM IST ET Wealth Newsletter

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10 small equity mutual funds that have given very good risk-adjusted returns Many small-sized funds have delivered handsome risk-adjusted returns. Find out why you should not ignore them. What your sun sign says about your money habits Some of your money habits could indeed be affected by your sun sign. Here's what is specific to each sign and advice on financial planning for the same. 10 dos and don'ts for claiming HRA tax exemption What you must remember while claiming tax exemption of HRA or while filing income tax returns. Capital efficient firms' stocks are good investments: Here are 5 with 1-year price potential Companies that utilise their capital resources efficiently are financially and fundamentally strong. Find out why they can outperform the market and generate wealth for you. Airline Q3 results: turbulence to subside Fleet expansion and overseas connections are finally yielding dividends. Can a new green exchange help? Solar and wind power tariffs have crashed 80% in a year. A separate platform for open-market trading will result in better price discovery and supply. Novartis's bet on bottom of the pyramid Launched in 2007, the Swiss drug maker's for-profit Arogya Parivar programme is bringing health awareness and affordable medicines to neglected populations. But thorny questions around returns on investment remain. From our Partners Have a question on P2P? Ask our experts! Peer to peer (P2P) lending platform is a marketplace that connects individuals in need for credit with individuals and institutions willing to lend. From our Partners Is Life Insurance only for the rich? With lives becoming more competitive, lifestyle patterns are changing faster than ever. Make your mutual fund SIP large enough to be able to meet your financial goals: View The amount you invest every month should make a a material difference to your financial future. Otherwise, it is pointless. Your investments shouldn't be mere rituals. This street vendor manages his finances to save via SIP for his son despite mafia 'tax' Hawker's life is a hard one, but they'll not have it any other way. Here's what it takes to be a street vendor. Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth -1.22 -5.98 -7.76 17.79 JM Core 11 Fund-Growth -1.40 -6.62 -8.76 16.29 Reliance Large Cap Fund Direct-Growth 1.34 4.61 -0.69 15.53 ICICI Prudential Bluechip Fund Direct-Growth -0.17 1.03 -1.64 14.96 ICICI Prudential Bluechip Fund Institutional I-Growth -0.18 1.03 -1.64 14.95 FeaturedICICI Prudential Nifty Next 50 Index Direct-Growth ★★★★★ -1.09 -2.28 -12.48 14.06 Start SIP Why a separate bank account for household expenses can help you save better Most people find budgeting boring and end up not being able to make time for it. Household budgeting is important to put a monthly savings plan in place. Will interim Budget 2019 reduce your tax? Rumours are rife that the government will try to woo the middle class with major tax cuts in its last Budget before the polls.

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Is insuring cab ride, bicycle, mobile, cyber safety useful? Don't expect any returns from these 4 investments Explained: Porting your health insurance policy What is monetary policy and how it works More Slideshows

Financial Calculators New LTCG tax calculator: Plan, compute your tax Use this tool to calculate long-term capital gains (LTCG) and the corresponding LTCG tax for listed shares and units of equity-oriented mutual funds. Tax Impact Calculator This tax calculator will help you estimate your tax liability. Just input your personal income details and know how much you would be liable to pay.

Realty hot spot series: Good connectivity, infrastructure make this Pune locality attractive Baner in Pune is an established micro-market, enjoying excellent road network, connectivity and social infrastructure. Facilities are available within close range. Parag Parikh Long Term Equity Fund: Returns less volatile than peers Parag Parikh Long Term Equity Fund stands out because frontline foreign stocks make up to 35% of its portfolio and it has a 'go anywhere' approach across sectors. Tax optimiser: Salaried Prakash can save Rs 60,000 tax via NPS, tax-free perks You can reduce taxes significantly with a few tax-free perks and the NPS benefit from your employer in addition to investing in the NPS on your own. 5 ways RBI has made e-wallets safer for users Reserve Bank of India has mandated a range of safety valves to protect prepaid payment instrument customers. 70% Indians willing to share health data for insurance discounts: Study A study by healthcare firm GOQii has found that nearly 90% Indians believe healthier people should pay lesser premiums on their insurance policies. Family finance: Sankaran needs to hike investments and link them to goals After considering expenses, Sankaran should invest the money instead of letting it idle and link it to his goals. His major goals include child's education and retirement. How to complain against a housing finance company A customer can make a complaint to the grievance cell of the housing finance company if he/she is dissatisfied with the services. What are perpetual bonds? The issuer has the option to buy back the bond after a specific period. The call option is typically five years after the date of issue.

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Investment strategy for election year? Just don't think too much

THE ECONOMIC TIMES Fri, Jan 04, 2019 | 06:30 AM IST ET Investment Opportunities

Investment strategy for election year? Just don't think too much I will not hazard a guess on what the market will be like in 2019 says Basumallick. 2019 will be volatile for equities, but may deliver solid returns too Kotak Institutional Equities says the next year may be a happy one for equities. Will gold shine in 2019? It will, but not as much as you want The stock market may largely stay sideways, which may support gold and silver demand. Calendar 2019 will be a year for systematic investing; here's why Several uplifting factors are keeping the market upbeat, says Naren.

Advertorial Have a question on P2P? Ask our experts! Peer to peer (P2P) lending platform is a marketplace that connects individuals in need for credit with individuals and institutions willing to lend. Advertorial How do P2P companies handle defaults? Many investors get excited the moment they hear that P2P lending can earn them higher double-digit returns.

Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) JM Core 11 Direct Plan-Growth -0.00 -0.74 -4.17 15.34 JM Core 11 Fund-Growth -0.18 -1.37 -5.16 13.87 Axis Bluechip Fund Direct Plan-Growth -0.14 -1.00 8.25 13.19 Reliance Large Cap Fund Direct-Growth -0.35 4.36 -0.34 12.59 ICICI Prudential Bluechip Fund Institutional I-Growth -1.36 0.65 -1.29 12.46 FeaturedICICI Prudential Nifty Next 50 Index Direct-Growth ★★★★★ -0.13 -1.31 -10.04 12.09 Start SIP

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Analysts say 230 stocks will surely rise from current levels in 2019 Nifty Smallcap and Midcap indices declined 30 per cent and 15 per cent, respectively, last year. Your investment thesis for a year of dichotomies The dichotomy of low valuations but slower growth should keep overall returns subdued. Paathshala: How to tag goals to your MF investments Calculating and investing to reach that financial goals could be called goal based investing. Why betting on debt mutual funds is important in 2019 MF managers and advisors believe, after a volatile 2018, debt funds are very well placed in the market and should offer `good' returns to the investors.

Advertorial The key to retiring early: 3 things you need to do Early retirement, in India, always meant VRS (voluntary retirement), which was focused on getting your gratuity and other funds at a younger age. Advertorial Steps to reach your life goals We all have life goals that we need to focus on. Whether it is planning for your dream vacation or dream wedding, investing in the right financial instruments is the key to turning your life goals into realities.

7 high alpha generating stocks to invest in The CAPM expected return is used as an input in most discounted valuation models that are used to estimate the fair value of a stock. ULIPs: A holistic risk management tool When we think of risks, we only associate with physical risks (death, disability, critical illness).

NFO (FMPs) Fund Name Category Type Open Close Min Inv   Aditya Birla SL FTP - Series RX (1200 Days) Direct-D Debt: FMP Closed-end 24 Dec 2018 07 Jan 2019 1,000 Aditya Birla SL FTP - Series RX (1200 Days) Direct-G Debt: FMP Closed-end 24 Dec 2018 07 Jan 2019 1,000 Aditya Birla SL FTP - Series RX (1200 Days) Reg-D Debt: FMP Closed-end 24 Dec 2018 07 Jan 2019 1,000 Aditya Birla SL FTP - Series RX (1200 Days) Reg-G Debt: FMP Closed-end 24 Dec 2018 07 Jan 2019 1,000 Reliance FHF XXXX - Series 8 Direct-D Debt: FMP Closed-end 24 Dec 2018 07 Jan 2019 5,000 More >>

Real Estate News

GST rate cut to hike cost of low, mid-priced houses Following the latest GST council meet, finance minister Arun Jaitely had announced that the proposal to reduce the rate may be taken up in the forthcoming meeting this month.

Govt decides to put urban rental policy on the back burner "The rental policy is unlikely to be formalised any time soon. The main reason is that it is very sensitive," a senior government official told ET on condition of anonymity.

Home prices eased in last 5 years, despite better credit growth The large pile of unsold homes resulting from tepid demand conditions gradually led to moderation in price increase.

What makes this Greater Noida locality a sought after market The locality is an established residential area comprising good social and retail infrastructure along with sound connectivity.

Government plans to sanction one crore houses before 2020 The official said that construction of almost 62 lakh individual household toilets and 5 lakh community and public toilet seats is already over or nearing completion.

NFO - Non FMPs Fund Name Category Type Open Close Min Inv   Sundaram Long Term Tax Advantage Fund Series VI Reg-G Equity: ELSS Closed-end 25 Sep 2018 15 Mar 2019 500 Sundaram Long Term Tax Advantage Fund Series VI Direct-G Equity: ELSS Closed-end 25 Sep 2018 15 Mar 2019 500 Sundaram Long Term Tax Advantage Fund Series VI Direct-D Equity: ELSS Closed-end 25 Sep 2018 15 Mar 2019 500 Sundaram Long Term Tax Advantage Fund Series VI Reg-D Equity: ELSS Closed-end 25 Sep 2018 15 Mar 2019 500 Shriram Long Term Equity Fund Reg-D Equity: ELSS Open-ended 17 Dec 2018 18 Jan 2019 500 More >>

Views and Recommendations

Buy NIIT Technologies, target Rs 1,410: Elara Capital 03 January, 2019, 05:14 PM IST Buy NIIT Technologies Ltd. at a price target of Rs 1410. Buy Buy Zensar Technologies, target Rs 280: Elara Capital 03 January, 2019, 05:05 PM IST Buy Zensar Technologies Ltd. at a price target of Rs 280. Buy Buy Larsen & Toubro Infotech; target Rs 2,130: Elara Capital 03 January, 2019, 04:57 PM IST Buy Larsen & Toubro Infotech Ltd. at a price target of Rs 2130. Buy Buy Marico, target Rs 425: Phillip Capital (India) 03 January, 2019, 04:47 PM IST Buy Marico Ltd. at a price target of Rs 425. Buy

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