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TOP PERFORMANCE

Scheme Name % Returns
3 Months % 6 Months % 1 Year %
Tata Digital India Fund (G).. -8.59 1.86 34.53
ICICI Pru Technology Fund (G).. -4.00 8.48 29.87
SBI Technology Opportunities F.. -4.87 3.48 27.60
Aditya Birla SL Digital India .. -6.81 2.53 25.01
ICICI Pru US Bluechip Equity F.. 0.57 10.40 20.64

New Fund Offer

Scheme Name Open Date Close Date
No Data Found

Category Returns

Category Avg Return
1 Month % 3 Months % 1 Year %
Equity - Infotech -0.43 -5.73 28.21
Equity - FMCG 2.76 -7.75 9.31
Global Funds - Foreign Equity -2.10 -2.15 6.99
Exchange Traded Funds (ETFs) - RGESS 4.60 -5.77 6.25
Equity - Pharma 0.26 -1.90 6.18
Equity - Index 4.63 -6.23 3.87
Hybrid - Arbitrage Oriented 1.89 -1.84 2.53
Global Funds - Foreign FOF -4.91 -1.90 2.26
Equity Theme - Shariah 2.64 -7.22 1.40
Exchange Traded Funds (ETFs) 4.59 -5.40 1.33

MF News

Indiabulls Equity Hybrid Fund Floats On
NFO period is from 22 November to 06 December 2018

Indiabulls Mutual Fund has launched a new fund named as Indiabulls Equity Hybrid Fund, an open ended hybrid scheme investing predominantly in equity and equity related instruments. The New Fund Offer (NFO) price for the scheme is Rs 10 per unit. The new issue will be open for subscription from 22 November to 06 December 2018.

The investment objective of the scheme seek to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments.

The scheme offers following two plans for investment into the scheme: regular plan and direct plan, options: growth option and dividend option, the dividend option has the following facilities: dividend option (payout & reinvestment), monthly dividend option (payout & reinvestment), quarterly dividend option (payout & reinvestment) and half yearly dividend option (payout & reinvestment).

The scheme would allocate invest 65% to 80% of assets in equity and equity related securities with high risk profile and invest 20% to 35% of asset in debt, money market instruments, cash and equivalent with medium risk profile.

The minimum application amount is Rs 500 and in multiples of Re. 1/- thereafter.

The minimum additional amount is Rs 500 and in multiples of Re. 1/- thereafter.

The fund seeks to collect a minimum subscription (minimum target) amount of Rs 10 crore under the scheme during the NFO period.

Entry load: Not applicable.

Exit load: For exit within 12 months from the date of allotment:

For 10% of investment – Nil

For remaining investment – 1.00%

For exit after 12 months from the date of allotment – Nil

The Benchmark for the scheme would be CRISIL Hybrid 35+65 - Aggressive Index

The fund managers of the scheme are Sumit Bhatnager (Head-Equity), Malay Shah (Head-Fixed Income) and Veekesh Gandhi (Co-Fund Manager – Equity).

MIRAE ASSET MF Announces change in Key Personnel
With effect from 14 November 2018

MIRAE ASSET Mutual Fund has announced that Gaurav Khandelwel has been appointed as a Research Analyst – Equity as a Key Personnel of Mirae Asset Trustee Company Pvt Ltd., with effect from 14 November 2018. He is aged 30 years old and holds Chartered Accountant and Chartered Financial Analyst as his educational qualification.
Reliance Fixed Horizon Fund – XXXX – Series 1 Announces Extension of NFO...
NFO period extended till 22 November 2018

Reliance Mutual Fund / Reliance Nippon Life Asset Management Limited has decided to extend the closing date of New Fund Offer (NFO) period of Reliance Fixed Horizon Fund – XXXX – Series 1 from 21 November 2018 to 22 November 2018.
IDFC Hybrid Equity Fund Announces change in fund managers
With effect from 21 November 2018

IDFC Mutual Fund has announced change in fund manager under the following scheme, with effect from 21 November 2018

IDFC Hybrid Equity Fund:

Existing Fund Managers (Debt portion): Suyash Choudhary & Anurag Mittal

New Fund Manager (Debt portion): Anurag Mittal

There is no change in the Fund Manager for Equity portion of the scheme.

Reliance Fixed Horizon Fund - XXXX- Series 1, Floats On
NFO period is from 20 November to 21 November 2018

Reliance Mutual Fund has launched a new fund named Reliance Fixed Horizon Fund - XXXX- Series 15, a close ended income scheme. The tenure of the scheme is 1252 days from the date of allotment. The face value of the new issue will be Rs 10 per unit. The new issue will be open for subscription from 20 November 2018 to 21 November 2018.

The investment objective of the scheme is to seek to generate returns and growth of capital by investing in a diversified portfolio of the following securities maturing on or before the date of maturity of the scheme with the objective of limiting interest rate volatility -

Central and State Government securities and

Other fixed income/ debt securities

The scheme offers two options viz. growth and dividend payout option.

The scheme would invest 100% - 90% of assets in Government securities / State Development Loans (SDLs) & Debt Instruments with medium to low risk profile and upto 10% of asset in money market instruments with low risk profile.

Minimum application amount is Rs 5000 and in multiples of Re. 1 thereafter.

The fund seeks to collect a minimum subscription (minimum target) amount of Rs 20 crore under the scheme during the NFO period.

Entry load and exit load charge will be nil for the scheme.

Benchmark Index for the scheme is Crisil Composite Bond Fund Index.

The fund manager of the scheme is Amit Tripathi.

Kotak FMP Series 252 Floats On
NFO period is from 20 November to 26 November 2018

Kotak Mahindra Mutual Fund has launched a new fund named as Kotak FMP Series 252, a close ended debt scheme with the duration of 1261 days from the date of allotment. The New Fund Offer (NFO) price for the scheme is Rs 10 per unit. The new issue will be open for subscription from 20 November to 26 November 2018.

The investment objective of the scheme is to generate returns through investments in debt and money market instruments with a view to reduce the interest rate risk. The scheme will invest in debt and money market securities, maturing on or before maturity of the scheme.

The scheme offers growth and dividend payout option.

The scheme shall invest 80% - 100% of assets in debt instruments including government securities and invest upto 20% of assets in money market instruments with low to medium risk profile. Investment in derivatives will be up to 50% of the net assets of the scheme.

The minimum application amount is Rs 5000 and in multiples of Rs 10 for purchase and switch-ins.

The fund seeks to collect a minimum subscription (minimum target) amount of Rs 20 crore under the scheme.

Entry load and exit load charge will be nil for the scheme.

The scheme performance will be benchmarked against CRISIL Composite Bond Fund Index.

Deepak Agarwal is the fund manager of the scheme.

BOI AXA Small Cap Fund Floats on
NFO period is from 28 November to 12 December 2018

BOI AXA Mutual Fund has launched a new fund named as BOI AXA Small Cap Fund, An open ended equity scheme predominantly investing in small cap stocks. The New Fund Offer (NFO) price for the scheme is Rs 10 per unit. The new issue will be open for subscription from 28 November and closes on 12 December 2018.

The investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity-related securities of small cap companies.

The scheme offers regular and direct plan. Both the plans will have growth and dividend option offering dividend payout & reinvestment facilities.

The scheme will invest 65%-100% assets in equity & equity related instruments of small cap companies with high risk profile and invest upto 35% of assets in equity and equity related instruments of companies other than small cap companies with high risk profile and invest upto 35% assets in debt & money market instruments with low to medium risk profile and invest upto 10% assets in units issued by REITs and InvITs with medium to high risk profile.

The minimum application amount is Rs 5000 and in multiples of Re. 1/- thereafter.

The minimum additional amount is Rs 1000 and in multiples of Re. 1/- thereafter.

The fund seeks to collect a minimum subscription (minimum target) amount of Rs 10 crore under the scheme during the NFO period.

Entry load: NA

Exit load: 1% if redeemed within 1 year from the date of allotment.

The scheme's performance will be benchmarked against Nifty Smallcap 100 Total Return Index.

The fund managers of the scheme are Saurabh Kataria and Ajay Khandelwel.

Tata Fixed Maturity Plan Series 56 Scheme F Floats On
NFO period is from 19 November to 26 November 2018

Tata Mutual Fund has launched a new fund named Tata Fixed Maturity Plan Series 56 (TFMP56) Scheme F, a close ended debt scheme. The tenure of the scheme is 1225 days from the date of allotment. The new issue will be open for subscription from 19 November 2018 to 26 November 2018.

The investment objective of the scheme is to generate income and / or capital appreciation by investing in Fixed Income Instruments having maturity in line with the maturity of the scheme.

The scheme offers two options viz. growth and dividend (payout) option.

The scheme would invest 85% - 100% of assets in debt instruments with low to medium risk profile and upto 15% of asset in money market instruments with low risk profile.

Minimum application amount is Rs 5000 and in multiples of Re 1 thereafter.

The fund seeks to collect a minimum subscription (minimum target) amount of Rs 20 crore under the scheme during the NFO period.

Entry load and exit load charge will be nil for the scheme.

Benchmark Index for the scheme is Crisil Medium Term Debt Index.

The fund manager of the scheme is Akhil Mittal.

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