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All Best Performing Equity Mutual Funds to invest In 2019 | Fincash.com

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Best Equity Mutual Funds To Invest In 2019

Updated on August 15, 2019 , 6685 views

An equity fund is a mutual fund that invests principally in stocks. It can be actively or passively (index fund) managed. Equity Funds are also known as stock funds.

Best Equity Funds

Equity funds should be the vehicle of choice when Investing for long-term goals. Equity funds have created huge profits for investors in the past few years. But as there is a wide choice before investors, choosing the right equity fund becomes critical. But with right qualitative and quantitative measures (discussed below), one can ideally choose the best equity Mutual Funds.

Why to Invest in Equity Funds?

1. Liquidity

Since stocks are actively traded across all major exchanges, every day, this makes equity funds a highly liquid investment. It provides investors, the convenience of buying and selling their stocks depending on the market situation. By investing in equity mutual funds, the money is usually credited to your bank account in 3 days.

2. Dividend Income

Investing into blue-chip companies may help investors earn a steady income in the form of dividends. A majority of such companies usually pay out regular dividends even in volatile market conditions, typically paid quarterly. Having a diversified portfolio can provide investors with a steady dividend income in the year.

3. Portfolio Diversification

With best equity mutual funds investors can diversify their portfolio through regularly investing. It means that they can invest in stocks of different economic sectors. So, even if a particular stock drops in value, the others may help investors make up for that loss depending on the market situation.

4. Ideal Investment Vehicle

In many ways, equity funds are ideal investment vehicles for investors that are not as well-versed in financial investing or do not possess a large amount of capital with which to invest. Equity funds are practical investments for most people.

The attributes that make equity funds most suitable for small individual investors are the reduction of risk resulting from a fund's portfolio diversification and the relatively small amount of capital required to acquire shares of an equity fund. A large amount of investment capital would be required for an individual investor to achieve a similar degree of risk reduction through diversification of a portfolio of direct stock holdings. Pooling small investors capital allows an equity fund to diversify effectively without burdening each investor with large capital requirements.

The price of the equity fund is based on the fund's net asset value (NAV) less its liabilities. A more diversified fund means that there is less negative effect of an individual stock's adverse price movement on the overall portfolio and on the share price of the equity fund.

Equity funds are managed by experienced professional portfolio managers, and their past performance is a matter of public record. Transparency and reporting requirements for equity funds are heavily regulated by the Security Exchange Board of India (SEBI)

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Top Equity Mutual Funds 2019

Best equity mutual funds are categorised according to its types- ELSS, Large cap funds, mid cap funds, Small cap funds, Diversified Funds, sector funds and Balanced Fund.

5 Best Large Cap Equity Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Indiabulls Blue Chip Fund Growth ₹20.26
↑ 0.04
₹238-1.14-2.88.59.3-1.4
SBI Bluechip Fund Growth ₹37.7181
↑ 0.09
₹22,679-0.86.1-3.3610.3-4.1
ICICI Prudential Bluechip Fund Growth ₹40.39
↑ 0.12
₹22,117-1.44.3-3.68.59.4-0.8
Reliance Large Cap Fund Growth ₹32.1043
↑ 0.08
₹13,076-5.31.3-4.58.810.1-0.2
Essel Large Cap Equity Fund Growth ₹22.1068
↑ 0.02
₹112-0.64.2-56.58.8-6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 19

5 Best Mid Cap Equity Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Kotak Emerging Equity Scheme Growth ₹35.902
↑ 0.03
₹4,501-1.93.3-8.95.713.3-11.7
Sundaram Mid Cap Fund Growth ₹422.393
↑ 1.97
₹5,955-4.80.2-14.62.610.8-15.4
L&T Midcap Fund Growth ₹120.13
↓ -0.05
₹5,026-4.2-1.4-14.87.112.8-12
Franklin India Prima Fund Growth ₹889.578
↑ 2.30
₹7,169-1.51.2-8.84.912-9.4
DSP BlackRock Midcap Fund Growth ₹50.615
↓ 0.00
₹6,302-2.72.4-9612.8-10.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 19

5 Best Small Cap Equity Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
SBI Small Cap Fund Growth ₹48.3515
↑ 0.27
₹2,258-23.8-1211.818.8-19.6
L&T Emerging Businesses Fund Growth ₹21.396
↓ -0.03
₹6,079-6.9-5.5-19.77.612.8-13.7
Aditya Birla Sun Life Small Cap Fund Growth ₹29.6685
↑ 0.12
₹2,366-9.1-2.6-22.40.19.7-22.6
HDFC Small Cap Fund Growth ₹37.848
↑ 0.06
₹8,427-7.8-4.8-14.88.812.2-8.1
DSP BlackRock Small Cap Fund  Growth ₹48.79
↑ 0.09
₹5,131-7.1-0.8-17.1-0.411.6-25.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 19

5 Best Large & Mid Cap Equity Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Kotak Equity Opportunities Fund Growth ₹114.205
↑ 0.03
₹2,577-0.54.6-2.8811.5-5.6
DSP BlackRock Equity Opportunities Fund Growth ₹208.828
↑ 0.29
₹5,577-0.55-5.7711.3-9.2
Invesco India Growth Opportunities Fund Growth ₹32.83
↑ 0.11
₹1,5391.24.3-6.19.711.4-0.2
Principal Emerging Bluechip Fund Growth ₹95.33
↑ 1.15
₹2,213-3.3-0.3-13.6713.1-11
SBI Large and Midcap Fund Growth ₹206.841
↑ 0.43
₹2,608-2.21.5-4.76.810.5-5.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 19

5 Best Equity Linked Savings Schemes (ELSS)

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Tata India Tax Savings Fund Growth ₹17.3786
↑ 0.01
₹1,903-0.94.7-2.28.6 -8.4
IDFC Tax Advantage (ELSS) Fund Growth ₹51.18
↓ -0.07
₹2,060-5.12-10.37.910.4-9.4
DSP BlackRock Tax Saver Fund Growth ₹46.675
↑ 0.19
₹5,6461.18.3-1.58.111.6-7.6
Principal Tax Savings Fund Growth ₹192.52
↑ 0.28
₹407-3.10.8-9.289.2-9.2
Aditya Birla Sun Life Tax Relief '96 Growth ₹28.96
↓ -0.02
₹8,850-3.4-2.1-10.57.211.7-4.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 19

5 Best Diversified/Multi Cap Equity Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Mirae Asset India Equity Fund  Growth ₹49.032
↑ 0.12
₹13,618-0.34.3-0.910.812.4-0.6
Kotak Standard Multicap Fund Growth ₹34.001
↑ 0.09
₹25,845-0.75.9-2.19.813.2-0.9
Motilal Oswal Multicap 35 Fund Growth ₹24.6865
↑ 0.15
₹13,450-1.63.2-8.58.315.3-7.8
SBI Magnum Multicap Fund Growth ₹47.2447
↑ 0.16
₹7,6500.36.8-2.78.412.8-5.5
BNP Paribas Multi Cap Fund Growth ₹45.217
↑ 0.04
₹7450.76.8-36.99.4-12
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 19

5 Best Sector Equity Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
ICICI Prudential Banking and Financial Services Fund Growth ₹61.99
↑ 0.40
₹3,353-2.39.5-1.212.215.6-0.4
Franklin Build India Fund Growth ₹38.8104
↑ 0.16
₹1,298-4.95.3-4.56.912.4-10.7
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹27.74
↑ 0.27
₹1,861-18-99.316.1-2.4
Sundaram Rural and Consumption Fund Growth ₹38.2763
↑ 0.19
₹2,251-2.50.2-115.212.2-7.8
DSP BlackRock Natural Resources and New Energy Fund Growth ₹28.36
↑ 0.38
₹390-9.3-0.7-15.17.210.4-15.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 19

5 Best Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Axis Focused 25 Fund Growth ₹27.56
↑ 0.10
₹8,0443.58.9-5.312.413.30.6
Aditya Birla Sun Life Focused Equity Fund Growth ₹56.8178
↑ 0.14
₹4,329-0.85.3-3.66.69-4.1
Sundaram Select Focus Fund Growth ₹176.583
↑ 0.26
₹1,0131.47.4-0.9118.71.2
Franklin India Focused Equity Fund Growth ₹38.6558
↑ 0.15
₹8,652-2.86.2-1.67.411.4-8.8
Motilal Oswal Focused 25 Fund  Growth ₹21.0338
↑ 0.13
₹1,1130.66.2-4.4810.1-4.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 19

5 Best Dividend Yield Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Templeton India Equity Income Fund Growth ₹43.7585
↓ -0.01
₹953-3.20.2-76.67.4-8.6
Principal Dividend Yield Fund Growth ₹49.07
↓ -0.13
₹202-4.6-1.4-9.78.48.9-5.2
ICICI Prudential Dividend Yield Equity Fund Growth ₹15.05
↓ -0.04
₹184-7.8-0.7-144.46.1-11.9
UTI Dividend Yield Fund Growth ₹61.5774
↑ 0.08
₹2,413-2.3-0.1-6.87.57.20.5
Aditya Birla Sun Life Dividend Yield Fund Growth ₹147.21
↑ 0.26
₹782-3-0.7-15.714-14.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 19

5 Best Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Tata Equity PE Fund Growth ₹127.706
↑ 0.70
₹5,499-0.13-9.48.312.6-7.1
L&T India Value Fund Growth ₹33.248
↓ -0.04
₹8,260-31.9-10.46.812-11.4
JM Value Fund Growth ₹29.8639
↑ 0.22
₹126-1.72.9-8.76.510.9-11.2
HDFC Capital Builder Value Fund Growth ₹267.841
↑ 0.96
₹4,585-5-1.4-11.47.39.5-5.5
Templeton India Value Fund Growth ₹226.118
↑ 0.79
₹541-6.4-3-14.84.46.8-12.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 19

1. DSP BlackRock World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized."

DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 3.2% since its launch.  Ranked 11 in Global category.  Return for 2018 was -10.7% , 2017 was -4% and 2016 was 52.7% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (14 Aug 19) ₹14.6148 ↑ 0.16   (1.13 %)
Net Assets (Cr) ₹249 on 30 Jun 19
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.83
Sharpe Ratio 0.46
Information Ratio -0.6
Alpha Ratio -4.62
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 14₹10,000
31 Jul 15₹6,502
31 Jul 16₹13,245
31 Jul 17₹9,730
31 Jul 18₹8,934
31 Jul 19₹10,944

DSP BlackRock World Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹323,701.
Net Profit of ₹23,701
Invest Now

Returns for DSP BlackRock World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 19

DurationReturns
1 Month 12.4%
3 Month 32.8%
6 Month 26.7%
1 Year 39.5%
3 Year -5.3%
5 Year 2.2%
10 Year
15 Year
Since launch 3.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
2014 -3%
2013 -41.5%
2012 -5.8%
2011 -2.6%
2010 29%
2009 41.5%
Fund Manager information for DSP BlackRock World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 136.25 Yr.

Data below for DSP BlackRock World Gold Fund as on 30 Jun 19

Equity Sector Allocation
SectorValue
Basic Materials94.32%
Industrials0.78%
Asset Allocation
Asset ClassValue
Cash5.64%
Equity94.24%
Debt0.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
95%₹256 Cr1,043,846
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
13%₹36 Cr
Net Receivables/Payables
Net Current Assets | -
9%-₹23 Cr

2. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 16.9% since its launch.  Ranked 6 in Global category.  Return for 2018 was 6.5% , 2017 was 18.1% and 2016 was -0.8% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (16 Aug 19) ₹32.3945 ↓ -0.92   (-2.80 %)
Net Assets (Cr) ₹889 on 30 Jun 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio 0.39
Information Ratio 0.14
Alpha Ratio 0.19
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 14₹10,000
31 Jul 15₹12,521
31 Jul 16₹11,932
31 Jul 17₹13,404
31 Jul 18₹17,034
31 Jul 19₹18,707

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 19

DurationReturns
1 Month -0.4%
3 Month 2.6%
6 Month 7.9%
1 Year 6.7%
3 Year 16.4%
5 Year 13%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
2009
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Srikesh Nair2 May 163.08 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Jun 19

Equity Sector Allocation
SectorValue
Technology33%
Financial Services17.42%
Health Care12.94%
Consumer Cyclical10.93%
Industrials9.61%
Real Estate5.15%
Consumer Defensive3.13%
Communication Services2.08%
Basic Materials1.01%
Energy0.73%
Asset Allocation
Asset ClassValue
Cash0.79%
Equity96.02%
Other3.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹914 Cr2,730,149
↑ 51,934
Call, Cash & Other Assets
Receivables | -
0%₹1 Cr

3. ICICI Prudential US Bluechip Equity Fund

The investment objective of ICICI Prudential US Bluechip Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities (including ADRs/GDRs issued by Indian and foreign companies) of companies listed on New York Stock Exchange and/or NASDAQ. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential US Bluechip Equity Fund is a Equity - Global fund was launched on 6 Jul 12. It is a fund with High risk and has given a CAGR/Annualized return of 15.2% since its launch.  Ranked 7 in Global category.  Return for 2018 was 5.2% , 2017 was 14.1% and 2016 was 11.6% .

Below is the key information for ICICI Prudential US Bluechip Equity Fund

ICICI Prudential US Bluechip Equity Fund
Growth
Launch Date 6 Jul 12
NAV (14 Aug 19) ₹27.39 ↓ -0.78   (-2.77 %)
Net Assets (Cr) ₹290 on 30 Jun 19
Category Equity - Global
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio 0.35
Information Ratio -0.42
Alpha Ratio -1.83
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-3 Months (3%),3-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 14₹10,000
31 Jul 15₹11,282
31 Jul 16₹12,043
31 Jul 17₹13,071
31 Jul 18₹16,037
31 Jul 19₹17,300

ICICI Prudential US Bluechip Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for ICICI Prudential US Bluechip Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 19

DurationReturns
1 Month -0.6%
3 Month 1.4%
6 Month 1.4%
1 Year 4.4%
3 Year 11.7%
5 Year 10.3%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 5.2%
2017 14.1%
2016 11.6%
2015 0.7%
2014 12.7%
2013 45.7%
2012
2011
2010
2009
Fund Manager information for ICICI Prudential US Bluechip Equity Fund
NameSinceTenure
Rohan Maru19 Sep 135.37 Yr.
Priyanka Khandelwal30 Jun 171.59 Yr.

Data below for ICICI Prudential US Bluechip Equity Fund as on 30 Jun 19

Equity Sector Allocation
SectorValue
Technology21.77%
Health Care14.26%
Industrials13.96%
Consumer Defensive13.86%
Consumer Cyclical13.63%
Financial Services11.24%
Utility2.5%
Communication Services1.97%
Energy1.83%
Asset Allocation
Asset ClassValue
Cash3.49%
Equity96.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Amazon.com Inc (Consumer Cyclical)
Equity, Since 30 Jun 16 | AMZN
5%₹14 Cr1,091
Net Current Assets
Net Current Assets | -
4%₹11 Cr
Kellogg Co (Consumer Defensive)
Equity, Since 31 Dec 18 | K
4%₹10 Cr26,185
↑ 3,530
Intel Corp (Technology)
Equity, Since 30 Sep 18 | INTC
3%₹10 Cr29,659
↑ 3,159
Philip Morris International Inc (Consumer Defensive)
Equity, Since 30 Jun 18 | PM
3%₹10 Cr17,768
↑ 1,664
Caterpillar Inc (Industrials)
Equity, Since 31 Dec 18 | CAT
3%₹9 Cr9,886
↑ 683
Microchip Technology Inc (Technology)
Equity, Since 31 Dec 17 | MCHP
3%₹9 Cr13,265
Salesforce.com Inc (Technology)
Equity, Since 31 Dec 18 | CRM
3%₹8 Cr7,536
↑ 1,123
Anheuser-Busch InBev SA/NV ADR (Consumer Defensive)
Equity, Since 30 Nov 18 | BUD
3%₹8 Cr11,513
Charles Schwab Corp (Financial Services)
Equity, Since 31 Dec 18 | SCHW
3%₹8 Cr26,680

4. Sundaram Financial Services Opportunities Fund

Seek capital appreciation by investing predominantly in equity and equity related securities of indian companies engaged in banking and financial Services.

Sundaram Financial Services Opportunities Fund is a Equity - Sectoral fund was launched on 10 Jun 08. It is a fund with High risk and has given a CAGR/Annualized return of 13.6% since its launch.  Ranked 23 in Sectoral category.  Return for 2018 was -3.7% , 2017 was 33.3% and 2016 was 12.8% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (16 Aug 19) ₹41.5296 ↑ 0.21   (0.51 %)
Net Assets (Cr) ₹183 on 30 Jun 19
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.98
Sharpe Ratio 0.6
Information Ratio -2.07
Alpha Ratio -8.6
Min Investment 100,000
Min SIP Investment 250
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 14₹10,000
31 Jul 15₹12,301
31 Jul 16₹13,013
31 Jul 17₹16,525
31 Jul 18₹16,901
31 Jul 19₹17,589

Sundaram Financial Services Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Sundaram Financial Services Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 19

DurationReturns
1 Month -5.2%
3 Month 2.1%
6 Month 13.1%
1 Year 2.9%
3 Year 10.2%
5 Year 12%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -3.7%
2017 33.3%
2016 12.8%
2015 -9%
2014 58%
2013 -12.4%
2012 47.1%
2011 -32.9%
2010 35.5%
2009 71.6%
Fund Manager information for Sundaram Financial Services Opportunities Fund
NameSinceTenure
S Krishnakumar30 Dec 171.42 Yr.
Dwijendra Srivastava30 Dec 171.42 Yr.
Rahul Baijal1 Apr 190.16 Yr.
Rohit Seksaria30 Dec 171.42 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 30 Jun 19

Equity Sector Allocation
SectorValue
Financial Services94.82%
Asset Allocation
Asset ClassValue
Cash4.74%
Equity94.82%
Other0.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
26%₹47 Cr192,640
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
17%₹31 Cr700,154
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
10%₹18 Cr82,240
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
9%₹16 Cr202,926
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
8%₹15 Cr101,911
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
8%₹15 Cr413,653
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500034
4%₹8 Cr21,656
Cblo
CBLO | -
4%₹8 Cr
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532978
3%₹5 Cr5,482
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
2%₹3 Cr46,983

5. SBI Technology Opportunities Fund

(Erstwhile SBI IT Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. It is a fund with High risk and has given a CAGR/Annualized return of 17.2% since its launch.  Ranked 42 in Sectoral category.  Return for 2018 was 17.1% , 2017 was 13% and 2016 was -3.3% .

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (16 Aug 19) ₹65.4981 ↓ -0.38   (-0.58 %)
Net Assets (Cr) ₹149 on 30 Jun 19
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 3.17
Sharpe Ratio 0.35
Information Ratio 0.4
Alpha Ratio -1.34
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 14₹10,000
31 Jul 15₹11,891
31 Jul 16₹11,931
31 Jul 17₹11,602
31 Jul 18₹16,035
31 Jul 19₹16,655

SBI Technology Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for SBI Technology Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 19

DurationReturns
1 Month -0.9%
3 Month 1.6%
6 Month 2.3%
1 Year 2.9%
3 Year 11.9%
5 Year 10.3%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 17.1%
2017 13%
2016 -3.3%
2015 2.4%
2014 29.2%
2013
2012
2011
2010
2009
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Anup Upadhyay1 Jun 117.92 Yr.

Data below for SBI Technology Opportunities Fund as on 30 Jun 19

Equity Sector Allocation
SectorValue
Technology80.57%
Communication Services9.74%
Consumer Defensive4.49%
Consumer Cyclical0.3%
Asset Allocation
Asset ClassValue
Cash4.9%
Equity95.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
27%₹40 Cr551,742
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
10%₹15 Cr428,730
↓ -68,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
9%₹14 Cr61,962
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH
9%₹13 Cr119,837
Wipro Ltd (Technology)
Equity, Since 30 Jun 18 | 507685
5%₹7 Cr252,666
NIIT Technologies Ltd (Technology)
Equity, Since 31 Oct 18 | 532541
5%₹7 Cr51,565
Cyient Ltd (Industrials)
Equity, Since 30 Sep 15 | CYIENT
4%₹7 Cr122,620
Info Edge (India) Ltd (Technology)
Equity, Since 31 Aug 17 | NAUKRI
4%₹6 Cr28,630
↓ -17,000
Treps
CBLO/Reverse Repo | -
4%₹6 Cr
NIIT Ltd (Technology)
Equity, Since 31 Mar 19 | 500304
4%₹6 Cr578,000

6. Tata Large and Midcap Fund

(Erstwhile Tata Equity Opportunities Fund)

To provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation.

Tata Large and Midcap Fund is a Equity - Large & Mid Cap fund was launched on 25 Feb 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12% since its launch.  Ranked 51 in Large & Mid Cap category.  Return for 2018 was -5.3% , 2017 was 31.9% and 2016 was 1.5% .

Below is the key information for Tata Large and Midcap Fund

Tata Large and Midcap Fund
Growth
Launch Date 25 Feb 93
NAV (16 Aug 19) ₹200.327 ↑ 0.32   (0.16 %)
Net Assets (Cr) ₹1,439 on 30 Jun 19
Category Equity - Large & Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 0.75
Information Ratio -0.48
Alpha Ratio 5.4
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 14₹10,000
31 Jul 15₹12,768
31 Jul 16₹13,331
31 Jul 17₹15,505
31 Jul 18₹15,968
31 Jul 19₹16,581

Tata Large and Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Tata Large and Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 19

DurationReturns
1 Month -3.9%
3 Month 1%
6 Month 8.3%
1 Year 2.7%
3 Year 7.1%
5 Year 10.2%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -5.3%
2017 31.9%
2016 1.5%
2015 6.6%
2014 48.5%
2013 8.7%
2012 33.7%
2011 -23%
2010 9.8%
2009 95.1%
Fund Manager information for Tata Large and Midcap Fund
NameSinceTenure
Chandraprakash Padiyar3 Sep 180.41 Yr.

Data below for Tata Large and Midcap Fund as on 30 Jun 19

Equity Sector Allocation
SectorValue
Financial Services37.75%
Consumer Cyclical13.68%
Consumer Defensive12.97%
Industrials8.05%
Technology6.88%
Basic Materials6.73%
Utility4.58%
Health Care2.77%
Energy2.02%
Real Estate0.9%
Asset Allocation
Asset ClassValue
Cash4.73%
Equity95.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 10 | HDFCBANK
9%₹137 Cr558,750
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | ICICIBANK
9%₹127 Cr2,916,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 14 | SBIN
6%₹80 Cr2,225,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Jun 18 | VBL
5%₹73 Cr766,400
↑ 2,000
PI Industries Ltd (Basic Materials)
Equity, Since 30 Sep 18 | PIIND
5%₹70 Cr600,800
A) Repo
CBLO/Reverse Repo | -
5%₹68 Cr
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
5%₹67 Cr300,000
Gujarat State Petronet Ltd (Utilities)
Equity, Since 30 Sep 14 | 532702
4%₹59 Cr3,000,000
↑ 100,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 16 | KOTAKBANK
4%₹53 Cr360,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | FEDERALBNK
4%₹52 Cr4,800,000

Smart Tips to Choose Best Equity Funds for 2019

A perfect way to invest in the best equity mutual funds is by looking at its both qualitative and quantitative measures.

1. Qualitative Measures

a. Know Your Fund Manager

The credit of performance of a Mutual Fund scheme lies with the fund manager. A fund manager is responsible for making investment decisions for the fund’s portfolio. So, investors should go through the performance of the funds managed by the particular fund manager, especially during the tough market phases. Also, investors should give more priority to a fund manager who has an experience of managing a similar kind of funds, for example- small and mid caps. Going for a fund manager who has been consistent over his career is a preferred choice.

b. Fund House Reputation

While choosing the best equity mutual funds to invest, always look at the quality & reputation of the fund house. A fund house with a long-standing record, large assets under management, star funds or good performing fund etc., is the one to invest in. Hence a fund house having a strong presence in the financial industry with a consistent track record should be ideally preferred.

2. Quantitative Measures

a. Fund Performance

An investor should do a fair assessment of the funds’ performances for over a period of time. Also, it is suggested to go for a fund that consistently beats its benchmark over 4-5 years, additionally, one should see each period and see if the fund is able to beat the benchmark or not.

b. Size of the Fund

Investors should always go for a fund that is neither too big nor too small in size. While there is no perfect definition and relation between the size of the fund, it is said that both too small and too large, can hinder a fund’s performance. Thus, while choosing a fund, it is advisable to go for the one whose AUM (Asset Under Management) is approximately same as the category.

3. Additional Quantitative Measures

a. Expense Ratio

Investors who have Mutual Fund Investments have to bear certain charges like operation costs, management fees, etc., charged by the Asset Management Company (AMC). Generally, the expense ratio is higher for schemes that are actively managed than it is for passively managed schemes (such as Index Funds or ETFs). As per the SEBI rules, an expense ratio for equity funds are a minimum of 2.5%.However, the expense ratio is something which should not supersede other important factors such as fund performance etc. It is better to pay a higher expense ratio in a fund knowing that it will beat it competitors by a good margin.

b. Ratio Analysis

Some of the important ratios to measure fund performance are:

c. Alpha

Alpha is a measure of the success of your investment or rather outperformance against the benchmark. It measures on how much the fund or stock has performed in the general market. A positive alpha of 1 means that the fund has outperformed its benchmark index by 1%, while a negative alpha of -1 would indicate that the fund has produced 1% lower returns than its market benchmark. So, basically, an investor’s strategy should be to buy securities with positive alpha.

d. Beta

It measures volatility in a stock’s price or fund relative to a benchmark and is denoted in positive or negative figures. A Beta of 1 signifies that the stock’s price moves in line with the market, beta of a greater than 1 designates that the stock is riskier than the market, and a beta of less than 1 means that the stock is less risky than the market. So, lower beta is better in a falling market. In a rising market, high-beta is better.

e. Standard Deviation (SD)

In simple terms, SD is a statistical measure representing the volatility or risk in an instrument. The higher the SD, higher will be the fluctuations in the returns.

f. Sharpe Ratio

Sharpe Ratio measures returns (both negative & positive) with respect to the risk taken. Here the risk is defined by the Standard Deviation. A higher Sharpe ratio means, a higher return without too much risk. Thus, while investing, investors should choose a fund that shows a higher Sharpe ratio.

g. Sortino Ratio

The Sortino Ratio is a variation of Sharpe Ratio. But, unlike Sharpe ratio, Sortino ratio considers only the downside or negative return. Such a ratio is helpful for investors to assess risk in a better manner than just looking at the returns to the total volatility.

Upside Capture Ratio & Downside Capture Ratio

Upside/downside capture ratio guide an investor- whether a fund is outperformed i.e. gained more or lost less than a broad market benchmark- during the phase of the market upside (strong) or downside (weak), and more importantly by how much. Well, an upside ratio of over 100 means that a given fund has beaten the benchmark during the period of positive returns. And a downside ratio of less than 100 shows that a given fund has lost less than its benchmark during the phase of dull returns. So, generally, investors should go for a fund that has a lower downside capture ratio and a higher upside capture ratio.

Equity Fund Taxation

As per the Budget 2018 speech, a new Long Term Capital Gains (LTCG) tax on equity oriented mutual funds & stocks will be applicable from 1st April. The Finance Bill 2018 was passed by voice vote in Lok Sabha on 14th March 2018. Here’s how new Income Tax changes will impact the equity investments from 1st April 2018.

1. Long Term Capital Gains

LTCGs exceeding INR 1 lakh arising from redemption of Mutual Fund units or equities on or after 1st April 2018, will be taxed at 10 percent (plus cess) or at 10.4 percent. Long-term capital gains till INR 1 lakh will be exempt. For example, if you earn INR 3 lakhs in combined long-term capital gains from stocks or Mutual Fund investments in a financial year. The taxable LTCGs will be INR 2 lakh (INR 3 lakh - 1 lakh) and tax liability will be INR 20,000 (10 per cent of INR 2 lakh).

Long-term capital gains are the profit arising from selling or redemption of equity funds held more than a year.

2. Short Term Capital Gains

If Mutual Fund units are sold before one year of holding, Short Term Capital Gains (STCGs) tax will apply. The STCGs tax has been kept unchanged at 15 percent.

Equity Schemes Holding Period Tax Rate
Long Term Capital Gains (LTCG) More than 1 Year 10% (with no indexation)*****
Short Term Capital Gains (STCG) Less than or equal to a year 15%
Tax on Distributed Dividend - 10%#

*Gains up to INR 1 lakh are free of tax. Tax at 10% applies to gains above INR 1 lakh. Earlier rate was 0% cost calculated as closing price on Jan 31, 2018. #Dividend tax of 10% + Surcharge 12% + Cess 4% =11.648% Health & Education Cess of 4% introduced. Earlier, education Cess was 3%.

How to Invest in Best Equity Mutual Funds Online?

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Conclusion

While looking for best equity mutual funds, investors should choose equity funds which are doing well in the market. One should know how a fund behaves and performs when the market goes bad. A deep analysis of fund’s last three years’ performances is an ideal way to buy one of the best equity mutual funds.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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