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All Best Performing Equity Mutual Funds 2018 - 2019 | Fincash.com

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Best Equity Mutual Funds To Invest In 2018 - 2019

Updated on December 6, 2018 , 1510 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 2018

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 (%)2017 (%)
Indiabulls Blue Chip Fund Growth ₹19.8
↑ 0.16
₹374-6.6-1.30.811.412.433.4
Reliance Large Cap Fund Growth ₹32.0646
↑ 0.06
₹11,070-8.5-0.2-0.511.417.238.4
ICICI Prudential Bluechip Fund Growth ₹39.29
↑ 0.18
₹18,870-8.6-2.6-0.711.714.332.7
Aditya Birla Sun Life Frontline Equity Fund Growth ₹210.66
↑ 1.11
₹20,011-7.9-3.1-1.710.514.630.6
SBI Bluechip Fund Growth ₹36.191
↑ 0.24
₹19,097-8.4-5.9-3.4915.730.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Dec 18

5 Best Mid Cap Equity Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2017 (%)
Kotak Emerging Equity Scheme Growth ₹35.712
↓ -0.01
₹3,140-9.4-9.4-11.21123.343
L&T Midcap Fund Growth ₹128.57
↓ -0.03
₹3,197-9.4-8.4-11.412.824.852.3
Sundaram Mid Cap Fund Growth ₹438.776
↑ 0.74
₹5,542-11.9-12.9-15.48.720.940.8
Franklin India Prima Fund Growth ₹893.206
↓ -1.01
₹6,127-8.8-8-8.110.420.939.7
DSP BlackRock Midcap Fund Growth ₹50.449
↓ -0.05
₹5,249-9.5-8.6-9.51121.139.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Dec 18

5 Best Small Cap Equity Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2017 (%)
L&T Emerging Businesses Fund Growth ₹23.92
↑ 0.01
₹5,163-11.7-10.4-12.415.8 66.5
SBI Small Cap Fund Growth ₹48.7372
↑ 0.09
₹1,141-12.7-9.4-17.114.230.378.7
Aditya Birla Sun Life Small Cap Fund Growth ₹32.9073
↑ 0.05
₹2,020-15.1-17.6-22.59.520.256.7
HDFC Small Cap Fund Growth ₹41.148
↑ 0.04
₹5,320-10.5-9.1-5.615.520.260.8
Reliance Small Cap Fund Growth ₹38.5879
↓ -0.02
₹6,910-13.8-10.3-14.112.427.863
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Dec 18

5 Best Large & Mid Cap Equity Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2017 (%)
Invesco India Growth Opportunities Fund Growth ₹31.66
↑ 0.12
₹892-9.7-4-0.212.616.339.6
Kotak Equity Opportunities Fund Growth ₹110.187
↑ 0.25
₹2,254-7-3.5-4.411.216.534.9
DSP BlackRock Equity Opportunities Fund Growth ₹203.206
↑ 0.74
₹5,326-8.9-5.6-8.611.316.540.1
Principal Emerging Bluechip Fund Growth ₹98.78
↑ 0.50
₹1,932-11.2-7.8-9.113.823.649.1
Edelweiss Large and Mid Cap Fund  Growth ₹29.131
↑ 0.12
₹321-8.7-4.1-1.710.314.638.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Dec 18

5 Best Equity Linked Savings Schemes (ELSS)

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2017 (%)
Tata India Tax Savings Fund Growth ₹16.5257
↑ 0.18
₹1,425-8.1-4.7-6.411.1 46
IDFC Tax Advantage (ELSS) Fund Growth ₹52.52
↑ 0.13
₹1,607-10.8-8.4-7.611.716.653.4
Aditya Birla Sun Life Tax Relief '96 Growth ₹30.18
↑ 0.13
₹6,480-9.3-4-212.319.343.2
L&T Tax Advantage Fund Growth ₹52.166
↑ 0.25
₹3,176-8.9-6.1-5.312.116.342.3
DSP BlackRock Tax Saver Fund Growth ₹43.816
↑ 0.24
₹4,329-8.3-3.9-611.317.336.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Dec 18

5 Best Diversified/Multi Cap Equity Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2017 (%)
Mirae Asset India Equity Fund  Growth ₹47.112
↑ 0.34
₹9,033-6.80.11.214.218.838.6
Kotak Standard Multicap Fund Growth ₹32.441
↑ 0.13
₹20,100-7.7-2-0.512.718.634.3
Motilal Oswal Multicap 35 Fund Growth ₹24.6541
↑ 0.06
₹12,236-8.7-6.5-612.8 43.1
L&T Equity Fund Growth ₹78.19
↑ 0.54
₹2,571-7.5-6-2.39.914.934.2
Aditya Birla Sun Life Equity Fund Growth ₹684.7
↑ 2.21
₹9,519-8.3-3.5-2.613.41933.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Dec 18

5 Best Sector Equity Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2017 (%)
ICICI Prudential Banking and Financial Services Fund Growth ₹57.79
↑ 0.64
₹2,458-7.4-3.7-3.418.121.145.1
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹26.1
↑ 0.16
₹1,446-11.6-7.2-517.7 47.6
Sundaram Rural and Consumption Fund Growth ₹39.335
↑ 0.24
₹2,325-9.3-7.8-8.414.519.338.7
Franklin Build India Fund Growth ₹37.6906
↑ 0.10
₹1,091-8.7-5.9-11.59.821.643.3
DSP BlackRock Natural Resources and New Energy Fund Growth ₹30.124
↓ -0.38
₹393-12.5-10.6-13.719.52043.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Dec 18

5 Best Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2017 (%)
Axis Focused 25 Fund Growth ₹26.1
↑ 0.31
₹5,904-10.4-52.815.316.745.2
Aditya Birla Sun Life Focused Equity Fund Growth ₹54.6723
↑ 0.20
₹3,898-8.4-3.9-3.99.514.530.9
Sundaram Select Focus Fund Growth ₹165.145
↑ 0.93
₹827-8.6-2.42.611.512.535.9
Principal Focused Multicap Fund Growth ₹60.88
↑ 0.51
₹292-5.9-0.60.610.814.431.8
Motilal Oswal Focused 25 Fund  Growth ₹20.5152
↑ 0.16
₹1,022-7.5-5-1.79.914.732.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Dec 18

5 Best Dividend Yield Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2017 (%)
Principal Dividend Yield Fund Growth ₹51
↑ 0.05
₹192-9-3.1-1.914.11646.6
Templeton India Equity Income Fund Growth ₹43.6777
↑ 0.08
₹901-9.2-9.2-6.29.312.934.1
ICICI Prudential Dividend Yield Equity Fund Growth ₹15.74
↓ -0.02
₹183-11.3-9-12.29.3 40.7
UTI Dividend Yield Fund Growth ₹61.6277
↑ 0.04
₹2,496-8.7-2.90.710.512.828.5
Aditya Birla Sun Life Dividend Yield Fund Growth ₹153.51
↑ 0.24
₹823-12.9-9.7-12.44.711.433.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Dec 18

5 Best Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2017 (%)
Tata Equity PE Fund Growth ₹127.12
↑ 1.09
₹4,746-10.7-8.8-6.214.421.139.4
L&T India Value Fund Growth ₹33.698
↑ 0.15
₹7,639-10.5-7.3-9.310.721.841.3
JM Value Fund Growth ₹29.2583
↑ 0.21
₹125-11.3-7.4-9.612.317.144.6
HDFC Capital Builder Value Fund Growth ₹278.595
↑ 1.37
₹3,730-9.2-4.3-4.111.617.142.3
Templeton India Value Fund Growth ₹238.516
↑ 1.38
₹520-11.5-9-11.88.814.437.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Dec 18

1. 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 12.4% since its launch.  Return for 2017 was 19.6% , 2016 was -6% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (07 Dec 18) ₹14.1173 ↑ 0.05   (0.33 %)
Net Assets (Cr) ₹370 on 31 Oct 18
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.86
Sharpe Ratio 1.53
Information Ratio 0
Alpha Ratio -3.95
Min Investment 5,000
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 16₹9,122
30 Nov 17₹10,687
30 Nov 18₹14,034

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 7 Dec 18

DurationReturns
1 Month 0.1%
3 Month -11.1%
6 Month 2.6%
1 Year 32.7%
3 Year
5 Year
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2017 19.6%
2016 -6%
2015
2014
2013
2012
2011
2010
2009
2008
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Sailesh Jain9 Nov 180 Yr.
Meeta Shetty9 Nov 180 Yr.

Data below for TATA Digital India Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Technology91.42%
Asset Allocation
Asset ClassValue
Cash8.58%
Equity91.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
32%₹117 Cr1,705,186
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | 532540
12%₹44 Cr228,200
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
9%₹35 Cr467,700
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
7%₹27 Cr256,800
↑ 40,000
A) Repo
CBLO/Reverse Repo | -
7%₹25 Cr
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
5%₹20 Cr600,000
↑ 100,000
Cyient Ltd (Technology)
Equity, Since 31 Dec 17 | CYIENT
4%₹16 Cr254,500
Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Mar 16 | 532466
4%₹15 Cr42,400
↑ 3,000
NIIT Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | 532541
4%₹15 Cr125,000
↑ 15,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
3%₹11 Cr191,200
↑ 20,000

2. ICICI Prudential Technology Fund

To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies.

ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a CAGR/Annualized return of 9.7% since its launch.  Ranked 37 in Sectoral category.  Return for 2017 was 19.8% , 2016 was -4% and 2015 was 3.9% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (07 Dec 18) ₹56.37 ↓ -0.03   (-0.05 %)
Net Assets (Cr) ₹476 on 31 Oct 18
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.93
Sharpe Ratio 2.14
Information Ratio 0.07
Alpha Ratio 7.43
Min Investment 5,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 13₹10,000
30 Nov 14₹14,254
30 Nov 15₹14,306
30 Nov 16₹13,389
30 Nov 17₹15,587
30 Nov 18₹19,543

Returns for ICICI Prudential 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 7 Dec 18

DurationReturns
1 Month -1.6%
3 Month -10%
6 Month 3.8%
1 Year 25.1%
3 Year 11.6%
5 Year 14.4%
10 Year
15 Year
Since launch 9.7%
Historical performance (Yearly) on absolute basis
YearReturns
2017 19.8%
2016 -4%
2015 3.9%
2014 26.3%
2013 62.6%
2012 17.1%
2011 -18.9%
2010 44.5%
2009 123.1%
2008 -62.8%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Sankaran Naren14 Jul 171.3 Yr.
Ashwin Jain4 Oct 162.08 Yr.

Data below for ICICI Prudential Technology Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Technology89.81%
Asset Allocation
Asset ClassValue
Cash10.19%
Equity89.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
35%₹166 Cr2,418,690
↑ 230,728
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Jul 16 | 540005
12%₹58 Cr329,812
Cblo
CBLO | -
11%₹50 Cr
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
10%₹46 Cr619,950
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 15 | HCLTECH
10%₹46 Cr431,451
↑ 31,125
Cognizant Technology Solutions Corp A (Technology)
Equity, Since 31 Jul 18 | CTSH
7%₹35 Cr70,773
Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Mar 11 | 532466
5%₹22 Cr61,622
Wipro Ltd (Technology)
Equity, Since 30 Jun 13 | 507685
4%₹19 Cr575,824
↑ 134,152
Cyient Ltd (Technology)
Equity, Since 30 Jun 18 | CYIENT
4%₹18 Cr289,446
Nucleus Software Exports Ltd (Technology)
Equity, Since 30 Sep 09 | 531209
3%₹14 Cr369,241

3. 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 17.9% since its launch.  Ranked 42 in Sectoral category.  Return for 2017 was 13% , 2016 was -3.3% and 2015 was 2.4% .

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (07 Dec 18) ₹60.6481 ↑ 0.01   (0.02 %)
Net Assets (Cr) ₹137 on 31 Oct 18
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 3.17
Sharpe Ratio 1.69
Information Ratio 0.24
Alpha Ratio 9.26
Min Investment 5,000
Exit Load 0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 13₹10,000
30 Nov 14₹14,332
30 Nov 15₹14,109
30 Nov 16₹13,405
30 Nov 17₹14,804
30 Nov 18₹18,588

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 7 Dec 18

DurationReturns
1 Month 0.9%
3 Month -8.8%
6 Month 1.8%
1 Year 24.9%
3 Year 10.2%
5 Year 13.2%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2017 13%
2016 -3.3%
2015 2.4%
2014 29.2%
2013
2012
2011
2010
2009
2008
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Anup Upadhyay1 Jun 117.42 Yr.

Data below for SBI Technology Opportunities Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Technology87.18%
Communication Services6.22%
Consumer Cyclical3.81%
Asset Allocation
Asset ClassValue
Cash2.78%
Equity97.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
28%₹38 Cr551,742
↑ 37,400
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH
9%₹12 Cr113,837
↑ 20,600
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | 532540
7%₹9 Cr48,262
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 532755
7%₹9 Cr124,352
↑ 21,602
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
6%₹9 Cr291,004
↑ 173,704
Cyient Ltd (Technology)
Equity, Since 30 Sep 15 | CYIENT
6%₹8 Cr122,620
Cognizant Technology Solutions Corp A (Technology)
Equity, Since 30 Nov 16 | CTSH
5%₹7 Cr14,677
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 28 Feb 17 | 540005
5%₹7 Cr38,435
↑ 3,500
Newgen Software Technologies Ltd (Technology)
Equity, Since 31 Jan 18 | 540900
5%₹6 Cr256,795
Info Edge (India) Ltd (Technology)
Equity, Since 31 Aug 17 | NAUKRI
4%₹6 Cr38,480

4. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend.

Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a CAGR/Annualized return of since its launch.  Ranked 33 in Sectoral category.  Return for 2017 was 22.4% , 2016 was -3.5% and 2015 was 11.2% .

Below is the key information for Aditya Birla Sun Life Digital India Fund

Aditya Birla Sun Life Digital India Fund
Growth
Launch Date 15 Jan 00
NAV (07 Dec 18) ₹49.89 ↓ -0.02   (-0.04 %)
Net Assets (Cr) ₹464 on 31 Oct 18
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 3.1
Sharpe Ratio 1.57
Information Ratio 0.67
Alpha Ratio 9.21
Min Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 13₹10,000
30 Nov 14₹13,586
30 Nov 15₹14,405
30 Nov 16₹13,507
30 Nov 17₹16,244
30 Nov 18₹19,889

Returns for Aditya Birla Sun Life 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 7 Dec 18

DurationReturns
1 Month -1.3%
3 Month -10.5%
6 Month 0.2%
1 Year 20.7%
3 Year 11.7%
5 Year 14.4%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2017 22.4%
2016 -3.5%
2015 11.2%
2014 21.1%
2013 50.2%
2012 3.7%
2011 -21.8%
2010 16.6%
2009 85.3%
2008 -57.1%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi15 Jan 144.8 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Technology85.62%
Consumer Cyclical9.37%
Industrials3.92%
Asset Allocation
Asset ClassValue
Cash1.06%
Equity98.91%
Other0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
28%₹131 Cr1,913,200
↑ 110,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | 532540
12%₹54 Cr280,000
↑ 67,250
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
10%₹48 Cr650,000
↑ 35,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
10%₹45 Cr425,000
↑ 25,000
NIIT Technologies Ltd (Technology)
Equity, Since 31 May 18 | 532541
6%₹28 Cr230,000
↑ 45,000
Sterlite Technologies Ltd (Technology)
Equity, Since 28 Feb 17 | STRTECH
5%₹25 Cr650,000
↓ -70,000
Sun TV Network Ltd (Consumer Cyclical)
Equity, Since 28 Feb 18 | 532733
5%₹24 Cr375,000
↑ 45,000
MindTree Ltd (Technology)
Equity, Since 31 Jul 18 | 532819
4%₹19 Cr225,000
↑ 60,000
Majesco Ltd (Technology)
Equity, Since 31 Jan 18 | 539289
3%₹15 Cr320,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 18 | 517174
3%₹13 Cr6,438

5. 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 18.3% since its launch.  Ranked 41 in Sectoral category.  Return for 2017 was 19.1% , 2016 was -2.6% and 2015 was 3.8% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (06 Dec 18) ₹151.579 ↓ -2.25   (-1.46 %)
Net Assets (Cr) ₹236 on 31 Oct 18
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.87
Sharpe Ratio 1.41
Information Ratio 0.36
Alpha Ratio 3.85
Min Investment 5,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 13₹10,000
30 Nov 14₹13,163
30 Nov 15₹12,957
30 Nov 16₹12,583
30 Nov 17₹14,634
30 Nov 18₹17,319

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 7 Dec 18

DurationReturns
1 Month -0.9%
3 Month -8.2%
6 Month 1.3%
1 Year 19.2%
3 Year 10.8%
5 Year 11.6%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2008 -50.3%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0711.67 Yr.
Varun Sharma30 Nov 152.92 Yr.
Srikesh Nair1 Dec 152.92 Yr.

Data below for Franklin India Technology Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Technology77%
Communication Services6.17%
Industrials4.77%
Consumer Cyclical3.68%
Financial Services0.55%
Real Estate0.23%
Health Care0.04%
Asset Allocation
Asset ClassValue
Cash0.41%
Equity92.44%
Other7.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
22%₹52 Cr755,196
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
9%₹22 Cr206,795
↓ -4,733
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
8%₹20 Cr266,902
↑ 25,000
Franklin Technology I(acc)USD
Investment Fund | -
8%₹19 Cr102,868
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | 532540
8%₹19 Cr97,942
↑ 24,000
Cognizant Technology Solutions Corp A (Technology)
Equity, Since 30 Apr 16 | CTSH
8%₹18 Cr35,000
Call, Cash & Other Assets
Receivables | -
7%₹17 Cr
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
4%₹9 Cr324,366
Info Edge (India) Ltd (Technology)
Equity, Since 31 Jan 17 | NAUKRI
4%₹9 Cr55,000
eClerx Services Ltd (Industrials)
Equity, Since 31 Dec 07 | 532927
4%₹9 Cr79,988
↑ 12,486

6. 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 16.4% since its launch.  Ranked 6 in Global category.  Return for 2017 was 18.1% , 2016 was -0.8% and 2015 was 8.8% .

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 (06 Dec 18) ₹28.1718 ↑ 0.19   (0.68 %)
Net Assets (Cr) ₹724 on 31 Oct 18
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio 1.07
Information Ratio -0.89
Alpha Ratio -3.44
Min Investment 5,000
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 13₹10,000
30 Nov 14₹11,060
30 Nov 15₹12,416
30 Nov 16₹12,007
30 Nov 17₹14,343
30 Nov 18₹16,455

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 7 Dec 18

DurationReturns
1 Month -3.9%
3 Month -10.8%
6 Month -2.6%
1 Year 16.8%
3 Year 9.5%
5 Year 10.8%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
2009
2008
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Srikesh Nair2 May 162.5 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Technology34.34%
Financial Services15.93%
Health Care13.05%
Consumer Cyclical11.76%
Industrials9.24%
Communication Services3.64%
Consumer Defensive3.3%
Real Estate2.38%
Basic Materials1.47%
Energy0.96%
Asset Allocation
Asset ClassValue
Cash1.96%
Equity96.08%
Other1.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
99%₹720 Cr2,356,289
↑ 105,250
Call, Cash & Other Assets
Receivables | -
1%₹4 Cr

Smart Tips to Choose Best Equity Funds for 2018

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

Qualitative Measures

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.

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.

Quantitative Measures

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.

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.

Additional Quantitative Measures for Advanced Users While Choosing Funds

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.

Ratio Analysis- Some of the important ratios to measure fund performance are:

_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.

_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.

_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.

_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.

_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%.

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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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