{"id":4732,"date":"2020-05-30T05:34:16","date_gmt":"2020-05-30T05:34:16","guid":{"rendered":"https:\/\/kuvera.in\/blog\/?p=4732"},"modified":"2021-12-15T11:17:12","modified_gmt":"2021-12-15T11:17:12","slug":"goal-planning-mf-folio-growth-ft-voting","status":"publish","type":"post","link":"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/","title":{"rendered":"Goal planning, MF folio growth &#038; FT voting."},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_40 counter-hierarchy ez-toc-counter ez-toc-light-blue ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" area-label=\"ez-toc-toggle-icon-1\"><label for=\"item-69d57baa79b32\" aria-label=\"Table of Content\"><span style=\"display: flex;align-items: center;width: 35px;height: 30px;justify-content: center;direction:ltr;\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/label><input  type=\"checkbox\" id=\"item-69d57baa79b32\"><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/#Index_Returns\" title=\"Index Returns\">Index Returns<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/#Top_5_best_performing_funds\" title=\"Top 5 best performing funds\">Top 5 best performing funds<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/#Top_5_worst_performing_funds\" title=\"Top 5 worst performing funds\">Top 5 worst performing funds<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/#What_Investors_Bought\" title=\"What Investors Bought\">What Investors Bought<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/#What_Investors_Sold\" title=\"What Investors Sold\">What Investors Sold<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/#Most_Watchlisted_Fund\" title=\"Most Watchlisted Fund\">Most Watchlisted Fund<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/#Top_ELSS_funds\" title=\"Top ELSS funds\">Top ELSS funds<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/#Movers_Shakers\" title=\"Movers &amp; Shakers\">Movers &amp; Shakers<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/#Quote_of_the_week\" title=\"Quote of the week:\">Quote of the week:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/#Interested_in_how_we_think_about_the_markets\" title=\"Interested in how we think about the markets?\">Interested in how we think about the markets?<\/a><\/li><\/ul><\/nav><\/div>\n<p><strong>What is<a href=\"https:\/\/kuvera.in\/blog\/category\/goal-based-planning\/\" target=\"_blank\" rel=\"noopener noreferrer\">\u00a0goal planning<\/a>\u00a0and why is it important?<\/strong>\u00a0What is a glide path and how should an investor reduce risk through rebalancing as financial goals come closer?\u00a0\u00a0<span class=\"style-scope yt-formatted-string\" dir=\"auto\">In this weeks <\/span><a class=\"yt-simple-endpoint style-scope yt-formatted-string\" href=\"https:\/\/www.youtube.com\/results?search_query=%23KuveraInsights\">#KuveraInsights<\/a><span class=\"style-scope yt-formatted-string\" dir=\"auto\">, we talk about goals and more with Swarup, CEO of <a href=\"https:\/\/kuvera.in\/explore\/funds\/mirae\" target=\"_blank\" rel=\"noopener noreferrer\">Mirae Asset<\/a> and Niraj, Markets Editor \u2013 Bloomberg Quint.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><iframe loading=\"lazy\" title=\"Kuvera Insight - Goal Planning and Glide Path\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/Lhh00A8KKns?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe><\/p>\n<p>&nbsp;<\/p>\n<p><b><\/b><span style=\"font-weight: 400;\"><strong>Mutual fund industry added 6.83 lakh folios in the month of April<\/strong> taking the total number of folios up from 8.97 crores to 9.04 crore. While equity and equity-linked saving schemes saw addition of 6 lakh folios in April, the folio count of debt-oriented schemes dropped by 4.37 lakh in the same period. This is followed by addition of 9 lakh folios in March, 3 lakh folios in February and 14 lakh folios in January.<\/span><\/p>\n<figure id=\"attachment_4750\" aria-describedby=\"caption-attachment-4750\" style=\"width: 1307px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" class=\"wp-image-4750 size-full\" src=\"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2020\/05\/Folio-Addition.png\" alt=\"\" width=\"1307\" height=\"665\" srcset=\"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2020\/05\/Folio-Addition.png 1307w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2020\/05\/Folio-Addition-300x153.png 300w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2020\/05\/Folio-Addition-768x391.png 768w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2020\/05\/Folio-Addition-1024x521.png 1024w\" sizes=\"(max-width: 1307px) 100vw, 1307px\" \/><figcaption id=\"caption-attachment-4750\" class=\"wp-caption-text\">Source: AMFI<\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<p><b>Franklin Templeton Mutual Fund has started the e-voting process for liquidation of its six debt schemes<\/b><span style=\"font-weight: 400;\">. This is to seek unitholder consent and decide between two proposed courses of action by a simple majority of votes cast, for each scheme. Unitholders have to first confirm their intent to participate in the e-voting process <\/span><a href=\"https:\/\/www.franklintempletonindia.com\/investor\/credit-fund-voting-rights\"><span style=\"font-weight: 400;\">here.<\/span><\/a><span style=\"font-weight: 400;\">\u00a0 The e-voting will remain open from 9:00 AM on 9 June to 6:00 PM on 11 June, and also during the time of VC unitholders meeting &#8211; 9:00 AM to 10:30 AM on 12 June.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">At the time of voting, unitholders will have the option to choose between the trustee (Franklin Templeton Trustee Services Private Limited) or Deloitte. Please note that unitholders should cast their vote separately for each scheme in which they hold units. Also, if unitholders abstain from voting or do not choose from one of two options, it may delay the liquidation process entirely. So if you are a unitholder in one or more of the six schemes, please visit <\/span><a href=\"https:\/\/www.franklintempletonindia.com\/investor\/credit-fund-voting-rights\"><span style=\"font-weight: 400;\">this link<\/span><\/a><span style=\"font-weight: 400;\">, review the materials carefully and register to cast your vote on the above dates.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<table class=\"mcnTextBlock\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody class=\"mcnTextBlockOuter\">\n<tr>\n<td class=\"mcnTextBlockInner\" valign=\"top\">\n<table class=\"mcnTextContentContainer\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\" align=\"left\">\n<tbody>\n<tr>\n<td class=\"mcnTextContent\" valign=\"top\">\n<h4 class=\"null\"><span class=\"ez-toc-section\" id=\"Index_Returns\"><\/span><strong>Index Returns<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<table style=\"height: 209px;\" border=\"0\" width=\"461\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody>\n<tr>\n<td width=\"303\" height=\"20\"><strong>Index<\/strong><\/td>\n<td width=\"97\"><strong>1W<\/strong><\/td>\n<td width=\"97\"><strong>1Y<\/strong><\/td>\n<td width=\"88\"><strong>3Y<\/strong><\/td>\n<\/tr>\n<tr>\n<td height=\"19\">NIFTY 50<\/td>\n<td>6.0%<\/td>\n<td>-19.1%<\/td>\n<td>-0.1%<\/td>\n<\/tr>\n<tr>\n<td height=\"19\">NIFTY NEXT 50<\/td>\n<td>4.5%<\/td>\n<td>-12.8%<\/td>\n<td>-2.2%<\/td>\n<\/tr>\n<tr>\n<td height=\"19\">S&amp;P BSE SENSEX<\/td>\n<td>5.7%<\/td>\n<td>-17.8%<\/td>\n<td>1.4%<\/td>\n<\/tr>\n<tr>\n<td height=\"19\">S&amp;P BSE SmallCap<\/td>\n<td>3.5%<\/td>\n<td>-26.9%<\/td>\n<td>-9.8%<\/td>\n<\/tr>\n<tr>\n<td height=\"19\">S&amp;P BSE MidCap<\/td>\n<td>5.1%<\/td>\n<td>-20.9%<\/td>\n<td>-6.2%<\/td>\n<\/tr>\n<tr>\n<td height=\"19\">NASDAQ 100<\/td>\n<td>1.5%<\/td>\n<td>32.2%<\/td>\n<td>18.1%<\/td>\n<\/tr>\n<tr>\n<td height=\"19\">S&amp;P 500<\/td>\n<td>3.0%<\/td>\n<td>9.3%<\/td>\n<td>8.0%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Source: BSE \/ NSE<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<table class=\"mcnTextBlock\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody class=\"mcnTextBlockOuter\">\n<tr>\n<td class=\"mcnTextBlockInner\" valign=\"top\">\n<table class=\"mcnTextContentContainer\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\" align=\"left\">\n<tbody>\n<tr>\n<td class=\"mcnTextContent\" valign=\"top\">\n<h4 class=\"null\"><span class=\"ez-toc-section\" id=\"Top_5_best_performing_funds\"><\/span><strong>Top 5 best performing funds<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<table style=\"height: 153px;\" border=\"0\" width=\"475\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody>\n<tr>\n<td width=\"303\" height=\"20\"><strong>Name<\/strong><\/td>\n<td width=\"97\"><strong>1W<\/strong><\/td>\n<td width=\"97\"><strong>1Y<\/strong><\/td>\n<td width=\"88\"><strong>3Y<\/strong><\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/hsbc-brazil-growth--HSHBFG-GR\">HSBC Brazil<\/a><\/td>\n<td>13.8%<\/td>\n<td>-27.0%<\/td>\n<td>-3.2%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/uti-banking-financial-services-growth--UTBKD2-GR\">UTI Banking &amp; Financial <\/a><\/td>\n<td>10.1%<\/td>\n<td>-41.0%<\/td>\n<td>-10.8%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/invesco-india-financial-services-growth--RGBFD1-GR\">Invesco India Financial Services<\/a><\/td>\n<td>9.9%<\/td>\n<td>-26.3%<\/td>\n<td>-0.9%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/idbi-banking-financial-services-growth--IBFSG1G-GR\">IDBI Banking &amp; Financial <\/a><\/td>\n<td>9.8%<\/td>\n<td>-30.5%<\/td>\n<td>NA<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/sundaram-financial-services-opportunities-growth--SU98PD-GR\">Sundaram Financial Services <\/a><\/td>\n<td>9.8%<\/td>\n<td>-26.6%<\/td>\n<td>-3.9%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Source: Kuvera.in<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<table class=\"mcnTextBlock\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody class=\"mcnTextBlockOuter\">\n<tr>\n<td class=\"mcnTextBlockInner\" valign=\"top\">\n<table class=\"mcnTextContentContainer\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\" align=\"left\">\n<tbody>\n<tr>\n<td class=\"mcnTextContent\" valign=\"top\">\n<h4 class=\"null\"><span class=\"ez-toc-section\" id=\"Top_5_worst_performing_funds\"><\/span><strong>Top 5 worst performing funds<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<table style=\"height: 145px;\" border=\"0\" width=\"472\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody>\n<tr>\n<td width=\"303\" height=\"20\"><strong>Name<\/strong><\/td>\n<td width=\"97\"><strong>1W<\/strong><\/td>\n<td width=\"97\"><strong>1Y<\/strong><\/td>\n<td width=\"88\"><strong>3Y<\/strong><\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/edelweiss-greater-china-equity-off-shore-growth--EDGCD1-GR\">Edelweiss Greater China Equity<\/a><\/td>\n<td>-3.5%<\/td>\n<td>38.5%<\/td>\n<td>17.5%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/hdfc-gold-growth--GFOFT-GR\">HDFC Gold<\/a><\/td>\n<td>-2.0%<\/td>\n<td>45.2%<\/td>\n<td>16.3%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/sbi-gold-growth--SBD246G-GR\">SBI Gold<\/a><\/td>\n<td>-1.9%<\/td>\n<td>45.8%<\/td>\n<td>16.6%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/pgim-india-global-equity-opportunities-growth--PRGAD1-GR\">PGIM India Global Equity <\/a><\/td>\n<td>-1.7%<\/td>\n<td>30.7%<\/td>\n<td>20.5%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/icici-prudential-regular-gold-saving-growth--8130-GR\">ICICI Pru Regular Gold Saving<\/a><\/td>\n<td>-1.6%<\/td>\n<td>44.3%<\/td>\n<td>15.7%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Source: Kuvera.in<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<table class=\"mcnTextBlock\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody class=\"mcnTextBlockOuter\">\n<tr>\n<td class=\"mcnTextBlockInner\" valign=\"top\">\n<table class=\"mcnTextContentContainer\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\" align=\"left\">\n<tbody>\n<tr>\n<td class=\"mcnTextContent\" valign=\"top\">\n<h4 class=\"null\"><span class=\"ez-toc-section\" id=\"What_Investors_Bought\"><\/span><strong>What Investors Bought<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>We saw the most inflows in these 5 Funds \u2013<\/p>\n<table style=\"height: 147px;\" border=\"0\" width=\"469\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody>\n<tr>\n<td width=\"303\" height=\"20\"><strong>Name<\/strong><\/td>\n<td width=\"97\"><strong>1W<\/strong><\/td>\n<td width=\"97\"><strong>1Y<\/strong><\/td>\n<td width=\"88\"><strong>3Y<\/strong><\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/parag-parikh-long-term-equity-growth--PP001ZG-GR\">Parag Parikh Long Term Equity<\/a><\/td>\n<td>3.9%<\/td>\n<td>0.9%<\/td>\n<td>8.4%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/axis-bluechip-growth--AXEFDG-GR\">Axis Bluechip<\/a><\/td>\n<td>2.6%<\/td>\n<td>-7.0%<\/td>\n<td>8.4%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/kotak-equity-arbitrage-growth--KO179D-GR\">Kotak Equity Arbitrage<\/a><\/td>\n<td>0.6%<\/td>\n<td>6.9%<\/td>\n<td>6.8%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/kotak-standard-multicap-growth--KO168D-GR\">Kotak Standard Multicap<\/a><\/td>\n<td>5.7%<\/td>\n<td>-17.3%<\/td>\n<td>0.8%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/axis-mid-cap-growth--MCDG-GR\">Axis Mid Cap<\/a><\/td>\n<td>2.1%<\/td>\n<td>-1.5%<\/td>\n<td>9.5%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Source: Kuvera.in<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<table class=\"mcnTextBlock\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody class=\"mcnTextBlockOuter\">\n<tr>\n<td class=\"mcnTextBlockInner\" valign=\"top\">\n<table class=\"mcnTextContentContainer\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\" align=\"left\">\n<tbody>\n<tr>\n<td class=\"mcnTextContent\" valign=\"top\">\n<h4 class=\"null\"><span class=\"ez-toc-section\" id=\"What_Investors_Sold\"><\/span><strong>What Investors Sold<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>We saw the most outflows in these 5 Funds \u2013<\/p>\n<table style=\"height: 141px;\" border=\"0\" width=\"477\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody>\n<tr>\n<td width=\"303\" height=\"20\"><strong>Name<\/strong><\/td>\n<td width=\"97\"><strong>1W<\/strong><\/td>\n<td width=\"97\"><strong>1Y<\/strong><\/td>\n<td width=\"88\"><strong>3Y<\/strong><\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/nippon-india-arbitrage-growth--AFAG-GR\">Nippon India Arbitrage<\/a><\/td>\n<td>0.5%<\/td>\n<td>7.0%<\/td>\n<td>7.1%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/aditya-birla-sun-life-regular-saving-growth--BS313GZ-GR\">ABSL Regular Saving<\/a><\/td>\n<td>1.4%<\/td>\n<td>3.2%<\/td>\n<td>10.7%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/icici-prudential-equity-debt-growth--8017-GR\">ICICI Prudential Equity &amp; Debt<\/a><\/td>\n<td>3.7%<\/td>\n<td>-12.8%<\/td>\n<td>1.2%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/axis-arbitrage-growth--AXEADG-GR\">Axis Arbitrage<\/a><\/td>\n<td>0.4%<\/td>\n<td>7.0%<\/td>\n<td>6.9%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/franklin-india-dynamic-p-e-ratio-fund-of-fund-growth--454-GR\">Franklin Dynamic PEFund&#8230;<\/a><\/td>\n<td>3.7%<\/td>\n<td>-23.3%<\/td>\n<td>-3.3%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Source: Kuvera.in<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<table class=\"mcnTextBlock\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody class=\"mcnTextBlockOuter\">\n<tr>\n<td class=\"mcnTextBlockInner\" valign=\"top\">\n<table class=\"mcnTextContentContainer\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\" align=\"left\">\n<tbody>\n<tr>\n<td class=\"mcnTextContent\" valign=\"top\">\n<h4 class=\"null\"><span class=\"ez-toc-section\" id=\"Most_Watchlisted_Fund\"><\/span><strong>Most Watchlisted Fund<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>Top 5 funds added to\u00a0<a href=\"https:\/\/app.kuvera.in\/explore\/watchlist\">watchlist<\/a>\u00a0by Kuverians<\/p>\n<table style=\"height: 141px;\" border=\"0\" width=\"488\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody>\n<tr>\n<td width=\"303\" height=\"20\"><strong>Name<\/strong><\/td>\n<td width=\"97\"><strong>1W<\/strong><\/td>\n<td width=\"97\"><strong>1Y<\/strong><\/td>\n<td width=\"88\"><strong>3Y<\/strong><\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/axis-bluechip-growth--AXEFDG-GR\">Axis Bluechip<\/a><\/td>\n<td>2.6%<\/td>\n<td>-7.0%<\/td>\n<td>8.4%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/franklin-india-feeder-franklin-us-opportunities-growth--FR496-GR\">Franklin India US Opp&#8230;<\/a><\/td>\n<td>1.9%<\/td>\n<td>32.3%<\/td>\n<td>21.9%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/parag-parikh-long-term-equity-growth--PP001ZG-GR\">Parag Parikh Long Term Equity<\/a><\/td>\n<td>3.9%<\/td>\n<td>0.9%<\/td>\n<td>8.4%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/motilal-oswal-s-p-500-index-growth--MOSPGD-GR\">Motilal Oswal S&amp;P 500 Index<\/a><\/td>\n<td>2.3%<\/td>\n<td>NA<\/td>\n<td>NA<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/sbi-gold-growth--SBD246G-GR\">SBI Gold<\/a><\/td>\n<td>-1.9%<\/td>\n<td>45.8%<\/td>\n<td>16.6%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Source: Kuvera.in<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<table class=\"mcnTextBlock\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody class=\"mcnTextBlockOuter\">\n<tr>\n<td class=\"mcnTextBlockInner\" valign=\"top\">\n<table class=\"mcnTextContentContainer\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\" align=\"left\">\n<tbody>\n<tr>\n<td class=\"mcnTextContent\" valign=\"top\">\n<h4 class=\"null\"><span class=\"ez-toc-section\" id=\"Top_ELSS_funds\"><\/span><strong>Top ELSS funds<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<table border=\"0\" width=\"585\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody>\n<tr>\n<td width=\"303\" height=\"20\"><strong>Name<\/strong><\/td>\n<td width=\"97\"><strong>1W<\/strong><\/td>\n<td width=\"97\"><strong>1Y<\/strong><\/td>\n<td width=\"88\"><strong>3Y<\/strong><\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/mirae-asset-tax-saver-growth--MATSD1-GR\">Mirae Asset Tax Saver<\/a><\/td>\n<td>6.2%<\/td>\n<td>-13.7%<\/td>\n<td>3.7%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/motilal-oswal-long-term-equity-growth--MOLTGD-GR\">Motilal Oswal Long Term Equity<\/a><\/td>\n<td>6.2%<\/td>\n<td>-14.4%<\/td>\n<td>-1.0%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/franklin-india-taxshield-growth--FR415-GR\">Franklin India Taxshield<\/a><\/td>\n<td>5.9%<\/td>\n<td>-24.0%<\/td>\n<td>-3.9%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/hdfc-tax-saver-growth--32T-GR\">HDFC Tax Saver<\/a><\/td>\n<td>5.8%<\/td>\n<td>-25.1%<\/td>\n<td>-5.9%<\/td>\n<\/tr>\n<tr>\n<td width=\"303\" height=\"19\"><a href=\"https:\/\/app.kuvera.in\/explore\/principal-tax-saving-growth--PCTFZG-GR\">Principal Tax Saving<\/a><\/td>\n<td>5.7%<\/td>\n<td>-19.7%<\/td>\n<td>-2.2%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Source: Kuvera.in<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Movers_Shakers\"><\/span><b>Movers &amp; Shakers<\/b><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><b>1\/ <\/b><a href=\"https:\/\/kuvera.in\/explore\/amc\/edelweiss\"><b>Edelweiss Mutual Fund <\/b><\/a><span style=\"font-weight: 400;\">has appointed Karan Datta as an independent director on the board of Edelweiss Asset Management Limited.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>2\/ <\/b><a href=\"https:\/\/kuvera.in\/explore\/amc\/dsp\"><b>DSP Mutual Fund<\/b><\/a><span style=\"font-weight: 400;\"> has announced that Gopal Agrawal has resigned from his role as a senior fund manager at the fund house. Vinit Sambre, head of equities of DSP MF will take on the fund managerial responsibilities in his stead.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Quote_of_the_week\"><\/span><strong>Quote of the week:<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>&nbsp;<\/p>\n<blockquote><p>&nbsp;<\/p>\n<p class=\"quoteText\">Thinking too much leads to paralysis by analysis. It&#8217;s important to think things through, but many use thinking as a means of avoiding action.<\/p>\n<p>: Robert Herjavec<\/p>\n<p>&nbsp;<\/p><\/blockquote>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Interested_in_how_we_think_about_the_markets\"><\/span>Interested in how we think about the markets?<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>Read more:\u00a0<a href=\"https:\/\/kuvera.in\/blog\/category\/zen-and-the-art-of-investing\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Zen And The Art Of Investing<\/strong><\/a><\/p>\n<p>Watch\/hear on YouTube:<\/p>\n<p><iframe loading=\"lazy\" title=\"Amidst Uncertain Markets &amp; Risk Aversion, Is Gold still a BUY?| Gaurav Rastogi on Money Money Money\" width=\"640\" height=\"480\" src=\"https:\/\/www.youtube.com\/embed\/baZNyLqrwSU?list=PLDSzQdT9nLmDSP3gSlDkPcUl-cfeI-KeB\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe><\/p>\n<p>Start investing through a platform that brings goal planning and investing to your fingertips. Visit\u00a0<a href=\"https:\/\/www.kuvera.in\/\"><strong>kuvera.in<\/strong><\/a>\u00a0to discover\u00a0<a href=\"https:\/\/kuvera.in\/blog\/direct-plans-better\/\"><strong>Direct Plans<\/strong><\/a> and\u00a0<a href=\"https:\/\/kuvera.in\/user\/login\"><strong>start investing today.<\/strong><\/a><\/p>\n<p>#MutualFundSahiHai, #KuveraSabseSahiHai!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>What is\u00a0goal planning\u00a0and why is it important?\u00a0What is a glide path and how should an investor reduce risk through rebalancing as financial goals come closer?\u00a0\u00a0In this weeks #KuveraInsights, we talk about goals and more with Swarup, CEO of Mirae Asset and Niraj, Markets Editor \u2013 Bloomberg Quint.\u00a0 &nbsp; &nbsp; Mutual fund industry added 6.83 lakh [&#8230;]<\/p>\n<p><a class=\"btn btn-secondary understrap-read-more-link\" href=\"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/\">Read More&#8230;<\/a><\/p>\n","protected":false},"author":11,"featured_media":4750,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mi_skip_tracking":false},"categories":[173],"tags":[209,167,259,83,36,225,11,66,280,281,154,212,249,274,229,213],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Goal planning, MF folio growth &amp; FT voting. - Kuvera<\/title>\n<meta name=\"description\" content=\"Mutual fund industry added 6.83 lakh folio in the month of April taking the total number of folios up from 8.97 crores to 9.04 crore. Learn more.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Goal planning, MF folio growth &amp; FT voting. - Kuvera\" \/>\n<meta property=\"og:description\" content=\"Mutual fund industry added 6.83 lakh folio in the month of April taking the total number of folios up from 8.97 crores to 9.04 crore. Learn more.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/\" \/>\n<meta property=\"og:site_name\" content=\"Kuvera\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/kuvera.in\" \/>\n<meta property=\"article:published_time\" content=\"2020-05-30T05:34:16+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-12-15T11:17:12+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2020\/05\/Folio-Addition.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1307\" \/>\n\t<meta property=\"og:image:height\" content=\"665\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Kuvera\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@Kuvera_In\" \/>\n<meta name=\"twitter:site\" content=\"@Kuvera_In\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Kuvera\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Goal planning, MF folio growth & FT voting. - Kuvera","description":"Mutual fund industry added 6.83 lakh folio in the month of April taking the total number of folios up from 8.97 crores to 9.04 crore. Learn more.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/","og_locale":"en_US","og_type":"article","og_title":"Goal planning, MF folio growth & FT voting. - Kuvera","og_description":"Mutual fund industry added 6.83 lakh folio in the month of April taking the total number of folios up from 8.97 crores to 9.04 crore. Learn more.","og_url":"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/","og_site_name":"Kuvera","article_publisher":"https:\/\/www.facebook.com\/kuvera.in","article_published_time":"2020-05-30T05:34:16+00:00","article_modified_time":"2021-12-15T11:17:12+00:00","og_image":[{"width":1307,"height":665,"url":"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2020\/05\/Folio-Addition.png","type":"image\/png"}],"author":"Kuvera","twitter_card":"summary_large_image","twitter_creator":"@Kuvera_In","twitter_site":"@Kuvera_In","twitter_misc":{"Written by":"Kuvera","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/#article","isPartOf":{"@id":"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/"},"author":{"name":"Kuvera","@id":"https:\/\/kuvera.in\/blog\/#\/schema\/person\/6b774e7d3516942b9e0242c93d7cb307"},"headline":"Goal planning, MF folio growth &#038; FT voting.","datePublished":"2020-05-30T05:34:16+00:00","dateModified":"2021-12-15T11:17:12+00:00","mainEntityOfPage":{"@id":"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/"},"wordCount":754,"commentCount":0,"publisher":{"@id":"https:\/\/kuvera.in\/blog\/#organization"},"keywords":["best returns mutual funds","Direct Plan","fat tails","Index Funds","index investing","International","Investing","Kuvera","most bought","most sold","Mutual Fund","mutual fund performance","small cap funds","tax cuts","technology","Top mutual funds"],"articleSection":["Kuvera Weekly"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/","url":"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/","name":"Goal planning, MF folio growth & FT voting. - Kuvera","isPartOf":{"@id":"https:\/\/kuvera.in\/blog\/#website"},"datePublished":"2020-05-30T05:34:16+00:00","dateModified":"2021-12-15T11:17:12+00:00","description":"Mutual fund industry added 6.83 lakh folio in the month of April taking the total number of folios up from 8.97 crores to 9.04 crore. Learn more.","breadcrumb":{"@id":"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/kuvera.in\/blog\/goal-planning-mf-folio-growth-ft-voting\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/kuvera.in\/blog\/"},{"@type":"ListItem","position":2,"name":"Goal planning, MF folio growth &#038; FT voting."}]},{"@type":"WebSite","@id":"https:\/\/kuvera.in\/blog\/#website","url":"https:\/\/kuvera.in\/blog\/","name":"Kuvera","description":"Wealth Management, Simplified","publisher":{"@id":"https:\/\/kuvera.in\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/kuvera.in\/blog\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/kuvera.in\/blog\/#organization","name":"Kuvera","url":"https:\/\/kuvera.in\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/kuvera.in\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2022\/07\/cropped-cropped-kuvera-logo-dark-3.png","contentUrl":"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2022\/07\/cropped-cropped-kuvera-logo-dark-3.png","width":83,"height":13,"caption":"Kuvera"},"image":{"@id":"https:\/\/kuvera.in\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/kuvera.in","https:\/\/twitter.com\/Kuvera_In","https:\/\/www.instagram.com\/kuvera.in","https:\/\/www.linkedin.com\/company-beta\/10456535\/"]},{"@type":"Person","@id":"https:\/\/kuvera.in\/blog\/#\/schema\/person\/6b774e7d3516942b9e0242c93d7cb307","name":"Kuvera","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/kuvera.in\/blog\/#\/schema\/person\/image\/","url":"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2019\/07\/social-media-logo-02-alt-v3-150x150.jpg","contentUrl":"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2019\/07\/social-media-logo-02-alt-v3-150x150.jpg","caption":"Kuvera"},"description":"Kuvera is India's first free Direct Mutual Fund investing platform. We bring you goal-based investing and innovative features like Tax Harvesting, TradeSmart, Family Account and more!","sameAs":["http:\/\/kuvera.in"],"url":"https:\/\/kuvera.in\/blog\/author\/kuvera-research\/"}]}},"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/posts\/4732"}],"collection":[{"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/comments?post=4732"}],"version-history":[{"count":18,"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/posts\/4732\/revisions"}],"predecessor-version":[{"id":9366,"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/posts\/4732\/revisions\/9366"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/media\/4750"}],"wp:attachment":[{"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/media?parent=4732"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/categories?post=4732"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/tags?post=4732"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}