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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 April 15, 2019 , 4683 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 (%)
Reliance Large Cap Fund Growth ₹35.8454
↑ 0.14
₹11,694713.311.916.917.3-0.2
JM Core 11 Fund Growth ₹9.4298
↑ 0.09
₹3712.816.6820.418.4-5
ICICI Prudential Bluechip Fund Growth ₹42.81
↑ 0.33
₹20,1015.68.76.615.114.8-0.8
Aditya Birla Sun Life Frontline Equity Fund Growth ₹228.5
↑ 1.89
₹20,6645.79.95.813.114.5-2.9
Indiabulls Blue Chip Fund Growth ₹21.46
↑ 0.19
₹2787.911.15.113.913.2-1.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 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 ₹39.197
↑ 0.28
₹3,5356.110.5-4.614.422.3-11.7
L&T Midcap Fund Growth ₹135.86
↑ 0.21
₹3,73335.3-6.717.122.2-12
Sundaram Mid Cap Fund Growth ₹470.903
↑ 2.42
₹5,6883.46.2-9.611.618.9-15.4
Franklin India Prima Fund Growth ₹975.11
↑ 0.38
₹6,4915.59.5-1.613.419.7-9.4
Motilal Oswal Midcap 30 Fund  Growth ₹25.318
↑ 0.13
₹1,2825.77.7-2.68.919.2-12.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 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 ₹52.3686
↓ -0.03
₹1,6045.25.8-10.517.127.2-19.6
L&T Emerging Businesses Fund Growth ₹24.806
↑ 0.08
₹5,5161.50.3-12.119.7 -13.7
Aditya Birla Sun Life Small Cap Fund Growth ₹35.5712
↑ 0.22
₹2,1164.45.4-14.712.518.8-22.6
HDFC Small Cap Fund Growth ₹44.538
↑ 0.07
₹6,3124.46.8-3.919.320.1-8.1
Franklin India Smaller Companies Fund Growth ₹55.0834
↑ 0.18
₹6,7774.36-9.211.719.9-17.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 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 ₹121.068
↑ 1.04
₹2,312712.84.414.917.2-5.6
Invesco India Growth Opportunities Fund Growth ₹34.65
↑ 0.30
₹1,1156.99.63.416.116.6-0.2
DSP BlackRock Equity Opportunities Fund Growth ₹223.168
↑ 1.77
₹5,4166.910.51.614.817.2-9.2
Principal Emerging Bluechip Fund Growth ₹104.66
↑ 0.54
₹2,0064.46.2-4.41621.2-11
SBI Large and Midcap Fund Growth ₹224.927
↑ 1.46
₹2,3224.710.24.513.516.9-5.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 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 ₹18.1907
↑ 0.13
₹1,5987.112.72.714.9 -8.4
IDFC Tax Advantage (ELSS) Fund Growth ₹56.91
↑ 0.40
₹1,7417.18-415.717-9.4
DSP BlackRock Tax Saver Fund Growth ₹48.715
↑ 0.47
₹4,7408.213.1515.117.8-7.6
Aditya Birla Sun Life Tax Relief '96 Growth ₹32.15
↑ 0.13
₹7,5615.27.31.314.618.8-4.5
Principal Tax Savings Fund Growth ₹212.45
↑ 1.33
₹3715.17.7-1.61616.6-9.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 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 ₹51.761
↑ 0.38
₹10,5607.511.111.117.918.6-0.6
Kotak Standard Multicap Fund Growth ₹35.787
↑ 0.33
₹21,6827.8128.316.719-0.9
Motilal Oswal Multicap 35 Fund Growth ₹26.1266
↑ 0.23
₹12,7025.39.7-4.115.4 -7.8
Aditya Birla Sun Life Equity Fund Growth ₹741.02
↑ 5.95
₹10,0275.7103.415.818-4.1
SBI Magnum Multicap Fund Growth ₹49.0728
↑ 0.37
₹6,4556.110.92.613.818.7-5.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 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 ₹66.48
↑ 0.43
₹2,6047.62011.925.722.8-0.4
Franklin Build India Fund Growth ₹43.0682
↑ 0.23
₹1,1228.716.26.915.222-10.7
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹29.55
↑ 0.41
₹1,5339.216.46.72121.6-2.4
Sundaram Rural and Consumption Fund Growth ₹42.205
↑ 0.17
₹2,3283.79.5-2.515.818.8-7.8
DSP BlackRock Natural Resources and New Energy Fund Growth ₹32.936
↑ 0.19
₹3838.83.1-4.819.919.1-15.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 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 ₹27.71
↑ 0.16
₹6,7627.27.42.817170.6
Aditya Birla Sun Life Focused Equity Fund Growth ₹59.9634
↑ 0.17
₹3,9446.89.16.11314.5-4.1
Sundaram Select Focus Fund Growth ₹180.96
↑ 1.68
₹8886.510.6915.313.21.2
Franklin India Focused Equity Fund Growth ₹42.0009
↑ 0.23
₹7,4458.416.5914.419.5-8.8
Principal Focused Multicap Fund Growth ₹64.69
↑ 0.41
₹2995.39.86.513.713.5-1.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 19

5 Best Dividend Yield Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Principal Dividend Yield Fund Growth ₹54.26
↑ 0.26
₹1975.373.517.315.2-5.2
Templeton India Equity Income Fund Growth ₹47.6334
↑ 0.28
₹9406.810.1-0.913.214.1-8.6
ICICI Prudential Dividend Yield Equity Fund Growth ₹17.12
↑ 0.02
₹1734.54.5-3.113.9 -11.9
UTI Dividend Yield Fund Growth ₹66.2411
↑ 0.28
₹2,4384.76.15.613.212.50.5
Aditya Birla Sun Life Dividend Yield Fund Growth ₹161.6
↑ 0.59
₹7923.33.4-77.810.3-14.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 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 ₹135.956
↑ 0.96
₹5,1245.57.6-2.317.319.1-7.1
L&T India Value Fund Growth ₹36.3
↑ 0.19
₹7,7265.67-3.814.220.8-11.4
JM Value Fund Growth ₹32.8589
↑ 0.20
₹1269.912.22.517.418.3-11.2
HDFC Capital Builder Value Fund Growth ₹303.784
↑ 2.13
₹4,1576.48.53.215.616.7-5.5
Templeton India Value Fund Growth ₹261.959
↑ 1.09
₹524710.1-2.413.214.8-12.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 19

1. 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 16.3% 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 (16 Apr 19) ₹27.78 ↑ 0.18   (0.65 %)
Net Assets (Cr) ₹268 on 28 Feb 19
Category Equity - Global
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio 0.73
Information Ratio -0.43
Alpha Ratio 2.34
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 Mar 14₹10,000
31 Mar 15₹11,103
31 Mar 16₹11,734
31 Mar 17₹13,008
31 Mar 18₹14,391
31 Mar 19₹17,011

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 ₹405,518.
Net Profit of ₹105,518
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 16 Apr 19

DurationReturns
1 Month 3.3%
3 Month 8.9%
6 Month 1.7%
1 Year 20.6%
3 Year 14.1%
5 Year 11.7%
10 Year
15 Year
Since launch 16.3%
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 28 Feb 19

Equity Sector Allocation
SectorValue
Technology22.52%
Health Care17.38%
Consumer Defensive15.29%
Financial Services12.09%
Consumer Cyclical12.05%
Industrials11.27%
Communication Services2.43%
Utility2.01%
Real Estate1.87%
Asset Allocation
Asset ClassValue
Cash3.1%
Equity96.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Amazon.com Inc (Consumer Cyclical)
Equity, Since 30 Jun 16 | AMZN
4%₹12 Cr950
↑ 34
Treps
CBLO/Reverse Repo | -
3%₹9 Cr
Caterpillar Inc (Industrials)
Equity, Since 31 Dec 18 | CAT
3%₹7 Cr7,753
↑ 2,148
Guidewire Software Inc (Technology)
Equity, Since 31 Dec 18 | GWRE
3%₹7 Cr10,518
↑ 2,709
Facebook Inc A (Technology)
Equity, Since 31 Jan 18 | FB
3%₹7 Cr6,122
↑ 1,231
Applied Materials Inc (Technology)
Equity, Since 30 Sep 18 | AMAT
3%₹7 Cr25,489
↑ 6,292
Mondelez International Inc Class A (Consumer Defensive)
Equity, Since 31 Mar 17 | MDLZ
3%₹7 Cr19,870
Alphabet Inc Class C (Technology)
Equity, Since 31 Jan 18 | GOOG
3%₹7 Cr842
Microchip Technology Inc (Technology)
Equity, Since 31 Dec 17 | MCHP
3%₹7 Cr11,778
↑ 891
Emerson Electric Co (Industrials)
Equity, Since 31 Dec 18 | EMR
2%₹7 Cr13,928
↑ 3,128

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 17.1% 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 Apr 19) ₹31.1643 ↑ 0.04   (0.14 %)
Net Assets (Cr) ₹789 on 28 Feb 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio 0.57
Information Ratio -0.24
Alpha Ratio -0.59
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 Mar 14₹10,000
31 Mar 15₹12,053
31 Mar 16₹11,639
31 Mar 17₹12,995
31 Mar 18₹15,354
31 Mar 19₹18,198

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 ₹426,080.
Net Profit of ₹126,080
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 16 Apr 19

DurationReturns
1 Month 4.3%
3 Month 11.8%
6 Month 0.1%
1 Year 18.5%
3 Year 16.5%
5 Year 13.6%
10 Year
15 Year
Since launch 17.1%
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 162.83 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Technology33.11%
Financial Services17.42%
Health Care13.93%
Consumer Cyclical10.07%
Industrials9.95%
Communication Services4.51%
Consumer Defensive3.65%
Real Estate1.97%
Basic Materials1.65%
Energy0.8%
Asset Allocation
Asset ClassValue
Cash0.06%
Equity97.08%
Other2.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹797 Cr2,536,145
↑ 25,101
Call, Cash & Other Assets
Receivables | -
0%₹1 Cr

3. TATA Digital India Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 13.2% since its launch.  Return for 2018 was 24.9% , 2017 was 19.6% and 2016 was -6% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (16 Apr 19) ₹15.0674 ↓ -0.01   (-0.06 %)
Net Assets (Cr) ₹422 on 28 Feb 19
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.86
Sharpe Ratio 0.83
Information Ratio -0.01
Alpha Ratio -3.86
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,418
31 Mar 17₹9,403
31 Mar 18₹12,130
31 Mar 19₹14,993

TATA Digital India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for TATA Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 19

DurationReturns
1 Month 0.8%
3 Month 4.5%
6 Month 3.6%
1 Year 18.2%
3 Year 13.5%
5 Year
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 24.9%
2017 19.6%
2016 -6%
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Sailesh Jain9 Nov 180.23 Yr.
Meeta Shetty9 Nov 180.23 Yr.

Data below for TATA Digital India Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Technology93.01%
Asset Allocation
Asset ClassValue
Cash6.58%
Equity93.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
30%₹130 Cr1,747,000
↓ -58,186
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
16%₹67 Cr335,000
↓ -22,200
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
9%₹40 Cr517,700
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 30 Jun 18 | 540005
6%₹26 Cr150,000
↑ 58,000
NIIT Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | 532541
5%₹23 Cr170,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
5%₹22 Cr351,200
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
5%₹22 Cr866,666
↑ 02
A) Repo
CBLO/Reverse Repo | -
5%₹20 Cr
Cyient Ltd (Technology)
Equity, Since 31 Dec 17 | CYIENT
4%₹18 Cr284,500
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
4%₹16 Cr150,000

4. 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 18.3% 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 Apr 19) ₹65.5571 ↓ -0.01   (-0.02 %)
Net Assets (Cr) ₹146 on 28 Feb 19
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 3.17
Sharpe Ratio 0.71
Information Ratio 0.28
Alpha Ratio -0.29
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 Mar 14₹10,000
31 Mar 15₹14,031
31 Mar 16₹13,565
31 Mar 17₹13,074
31 Mar 18₹15,975
31 Mar 19₹18,722

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 ₹426,080.
Net Profit of ₹126,080
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 16 Apr 19

DurationReturns
1 Month 2.2%
3 Month 5%
6 Month 6.5%
1 Year 16.8%
3 Year 12.4%
5 Year 13.6%
10 Year
15 Year
Since launch 18.3%
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 117.68 Yr.

Data below for SBI Technology Opportunities Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Technology88.37%
Communication Services7.19%
Consumer Cyclical0.44%
Asset Allocation
Asset ClassValue
Cash4.01%
Equity95.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
27%₹41 Cr551,742
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH
9%₹13 Cr119,837
↑ 6,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
7%₹11 Cr323,104
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
6%₹10 Cr48,262
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 532755
6%₹10 Cr124,352
Info Edge (India) Ltd (Technology)
Equity, Since 31 Aug 17 | NAUKRI
6%₹8 Cr45,630
Cyient Ltd (Technology)
Equity, Since 30 Sep 15 | CYIENT
5%₹8 Cr122,620
Treps
CBLO/Reverse Repo | -
5%₹8 Cr
Cognizant Technology Solutions Corp A (Technology)
Equity, Since 30 Nov 16 | CTSH
5%₹7 Cr14,677
NIIT Technologies Ltd (Technology)
Equity, Since 31 Oct 18 | 532541
5%₹7 Cr51,565

5. SBI Banking & Financial Services Fund

The investment objective of the scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized.

SBI Banking & Financial Services Fund is a Equity - Sectoral fund was launched on 26 Feb 15. It is a fund with High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Return for 2018 was 9.5% , 2017 was 40.7% and 2016 was 17% .

Below is the key information for SBI Banking & Financial Services Fund

SBI Banking & Financial Services Fund
Growth
Launch Date 26 Feb 15
NAV (16 Apr 19) ₹18.0822 ↑ 0.17   (0.94 %)
Net Assets (Cr) ₹632 on 28 Feb 19
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating Not Rated
Risk High
Expense Ratio 3.02
Sharpe Ratio 0.35
Information Ratio 0.12
Alpha Ratio 0.2
Min Investment 5,000
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 Mar 15₹9,575
31 Mar 16₹9,094
31 Mar 17₹12,692
31 Mar 18₹14,735
31 Mar 19₹17,986

SBI Banking & Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for SBI Banking & Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 19

DurationReturns
1 Month 2.5%
3 Month 9.8%
6 Month 17.2%
1 Year 14.5%
3 Year 24.9%
5 Year
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 9.5%
2017 40.7%
2016 17%
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for SBI Banking & Financial Services Fund
NameSinceTenure
Sohini Andani26 Feb 153.93 Yr.

Data below for SBI Banking & Financial Services Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services90.44%
Asset Allocation
Asset ClassValue
Cash9.56%
Equity90.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
20%₹144 Cr621,000
↑ 312,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
13%₹94 Cr2,355,814
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | KOTAKBANK
9%₹68 Cr510,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
9%₹68 Cr870,000
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 19 | ICICIPRULI
6%₹42 Cr1,200,000
↑ 1,200,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 540611
6%₹40 Cr678,045
Net Receivable / Payable
CBLO | -
5%₹38 Cr
GRUH Finance Ltd (Financial Services)
Equity, Since 31 Jan 19 | 511288
5%₹37 Cr1,324,990
↓ -1,300,010
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
5%₹36 Cr1,115,000
↓ -945,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Mar 19 | 504973
5%₹35 Cr720,000
↑ 720,000

6. Franklin India Technology Fund

To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies.

Franklin India Technology Fund is a Equity - Sectoral fund was launched on 22 Aug 98. It is a fund with High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Ranked 41 in Sectoral category.  Return for 2018 was 11.9% , 2017 was 19.1% and 2016 was -2.6% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (16 Apr 19) ₹164.549 ↓ -0.33   (-0.20 %)
Net Assets (Cr) ₹246 on 28 Feb 19
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.87
Sharpe Ratio 0.64
Information Ratio 0.33
Alpha Ratio -1.35
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 14₹10,000
31 Mar 15₹12,897
31 Mar 16₹12,835
31 Mar 17₹12,852
31 Mar 18₹15,581
31 Mar 19₹18,148

Franklin India Technology 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 Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 19

DurationReturns
1 Month 1.9%
3 Month 6.7%
6 Month 5.2%
1 Year 14.2%
3 Year 12.3%
5 Year 12.7%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 11.9%
2017 19.1%
2016 -2.6%
2015 3.8%
2014 16.8%
2013 53.3%
2012 0.3%
2011 -15.5%
2010 32.6%
2009 136.7%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0712 Yr.
Varun Sharma30 Nov 153.25 Yr.
Srikesh Nair1 Dec 153.25 Yr.

Data below for Franklin India Technology Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Technology80.79%
Communication Services6%
Consumer Cyclical4.18%
Industrials4.05%
Financial Services0.65%
Real Estate0.12%
Health Care0.04%
Asset Allocation
Asset ClassValue
Cash0.14%
Equity96.63%
Other3.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
22%₹56 Cr755,196
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
10%₹26 Cr236,636
↑ 11,275
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
9%₹23 Cr298,692
↑ 31,790
Franklin Technology I(acc)USD
Investment Fund | -
9%₹21 Cr102,868
Cognizant Technology Solutions Corp A (Technology)
Equity, Since 30 Apr 16 | CTSH
7%₹18 Cr35,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
6%₹15 Cr73,819
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
4%₹11 Cr324,366
Info Edge (India) Ltd (Technology)
Equity, Since 31 Jan 17 | NAUKRI
4%₹10 Cr55,000
Call, Cash & Other Assets
Receivables | -
3%₹8 Cr
eClerx Services Ltd (Industrials)
Equity, Since 31 Dec 07 | 532927
3%₹7 Cr65,000
↓ -22,502

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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