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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 March 17, 2019 , 4042 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 ₹35.0315
↑ 0.19
₹11,6944.83.512.817.417.3-0.2
JM Core 11 Fund Growth ₹9.1556
↑ 0.04
₹377.2510.321.618-5
Indiabulls Blue Chip Fund Growth ₹21.06
↑ 0.13
₹2783.32.49.315.513.2-1.4
ICICI Prudential Bluechip Fund Growth ₹42.02
↑ 0.21
₹20,1012.60.39.215.914.8-0.8
Aditya Birla Sun Life Frontline Equity Fund Growth ₹224.58
↑ 1.47
₹20,6643.31.67.913.714.9-2.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 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 ₹38.181
↑ 0.15
₹3,5352.2-0.1-1.41623.3-11.7
L&T Midcap Fund Growth ₹132.39
↑ 0.70
₹3,733-1-3.7-4.817.823.1-12
Sundaram Mid Cap Fund Growth ₹464.785
↑ 1.54
₹5,6881-2.9-6.313.520.6-15.4
Motilal Oswal Midcap 30 Fund  Growth ₹24.7132
↑ 0.06
₹1,2821.7-3.41.49.918.9-12.7
Franklin India Prima Fund Growth ₹956.911
↑ 3.23
₹6,49131.11.114.920.8-9.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 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 ₹51.4796
↑ 0.27
₹1,6041.7-4.8-819.128.7-19.6
L&T Emerging Businesses Fund Growth ₹24.636
↑ 0.07
₹5,516-1-6.1-9.221.6 -13.7
Aditya Birla Sun Life Small Cap Fund Growth ₹35.1759
↑ 0.08
₹2,1162.6-5.6-12.214.619.9-22.6
HDFC Small Cap Fund Growth ₹43.736
↑ 0.07
₹6,3122.3-2.1-0.921.320-8.1
Franklin India Smaller Companies Fund Growth ₹54.2152
↑ 0.16
₹6,7773.4-1.9-7.313.521.2-17.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

5 Best Large & Mid Cap Equity Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Invesco India Growth Opportunities Fund Growth ₹34.09
↑ 0.13
₹1,1153.51.28.516.816.5-0.2
Kotak Equity Opportunities Fund Growth ₹118.654
↑ 0.46
₹2,3124.13.77.115.917.1-5.6
DSP BlackRock Equity Opportunities Fund Growth ₹220.034
↑ 1.06
₹5,4164.32.14.41617.6-9.2
Principal Emerging Bluechip Fund Growth ₹103.18
↑ 0.27
₹2,0061-3.9-0.11822-11
SBI Large and Midcap Fund Growth ₹219.81
↑ 0.83
₹2,3222.22.1614.717-5.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 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 ₹17.967
↑ 0.12
₹1,5984.94.16.816.5 -8.4
IDFC Tax Advantage (ELSS) Fund Growth ₹56.08
↑ 0.34
₹1,7412.9-1.40.116.617.3-9.4
DSP BlackRock Tax Saver Fund Growth ₹47.669
↑ 0.28
₹4,7405.23.47.516.118.2-7.6
Aditya Birla Sun Life Tax Relief '96 Growth ₹31.23
↓ -0.01
₹7,5611-33.415.618.7-4.5
Principal Tax Savings Fund Growth ₹207.12
↑ 0.90
₹3711.1-2.11.217.317.1-9.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 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 ₹50.894
↑ 0.30
₹10,5604.63.713.418.719-0.6
Kotak Standard Multicap Fund Growth ₹35.033
↑ 0.18
₹21,6824.23.510.917.519.1-0.9
Motilal Oswal Multicap 35 Fund Growth ₹25.897
↑ 0.03
₹12,7022.30.11.416.9 -7.8
JM Multicap Fund Growth ₹30.9005
↑ 0.01
₹1281.9-0.26.117.216.9-5.4
SBI Magnum Multicap Fund Growth ₹48.0543
↑ 0.16
₹6,4553.61.85.815.119-5.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 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 ₹64.4
↑ 0.34
₹2,60469.314.22623.3-0.4
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹28.76
↑ 0.08
₹1,5334.63.711.322.522-2.4
Franklin Build India Fund Growth ₹42.1468
↑ 0.32
₹1,1225.45.96.316.622.6-10.7
Sundaram Rural and Consumption Fund Growth ₹41.3961
↑ 0.21
₹2,3280.2-11.517.819.1-7.8
DSP BlackRock Natural Resources and New Energy Fund Growth ₹32.865
↑ 0.40
₹3835.4-3.8-5.622.520.8-15.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 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 ₹26.91
₹6,762-0.7-3.88.91816.80.6
Aditya Birla Sun Life Focused Equity Fund Growth ₹59.035
↑ 0.34
₹3,94441.97.813.815-4.1
Sundaram Select Focus Fund Growth ₹177.321
↑ 1.22
₹8884.51.911.115.513.21.2
Principal Focused Multicap Fund Growth ₹62.77
↑ 0.24
₹2990.60.38.213.913.4-1.2
Franklin India Focused Equity Fund Growth ₹40.8502
↑ 0.25
₹7,4456.26815.119.9-8.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 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 ₹52.79
↑ 0.22
₹1970.5-2.64.318.715.6-5.2
Templeton India Equity Income Fund Growth ₹46.9918
↑ 0.23
₹94060.41.714.214.2-8.6
ICICI Prudential Dividend Yield Equity Fund Growth ₹16.72
↑ 0.23
₹1731.9-3.6-2.814.3 -11.9
UTI Dividend Yield Fund Growth ₹65.6389
↑ 0.42
₹2,4382.9-0.8714.413.10.5
Aditya Birla Sun Life Dividend Yield Fund Growth ₹160.11
↑ 1.22
₹7921-5.1-5.7911.2-14.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 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 ₹134.989
↑ 0.63
₹5,1242.6-2.31.119.320.6-7.1
L&T India Value Fund Growth ₹35.607
↑ 0.23
₹7,7262-2.3-1.515.221.7-11.4
JM Value Fund Growth ₹31.748
↑ 0.12
₹1265.1-0.2318.418.2-11.2
HDFC Capital Builder Value Fund Growth ₹298.702
↑ 1.40
₹4,1573.8-0.14.916.617.2-5.5
Templeton India Value Fund Growth ₹256.577
↑ 1.78
₹5244.5-1.10.213.714.8-12.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 19

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 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 (19 Mar 19) ₹14.8908 ↑ 0.11   (0.72 %)
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
29 Feb 16₹9,531
28 Feb 17₹9,505
28 Feb 18₹12,487
28 Feb 19₹15,068

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 19 Mar 19

DurationReturns
1 Month 1.2%
3 Month 5.2%
6 Month -4.4%
1 Year 22.3%
3 Year 13.3%
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
Technology95.38%
Asset Allocation
Asset ClassValue
Cash4.44%
Equity95.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
31%₹133 Cr1,805,186
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
17%₹71 Cr357,200
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
10%₹43 Cr517,700
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
6%₹24 Cr650,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
5%₹23 Cr351,200
NIIT Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | 532541
5%₹22 Cr170,000
A) Repo
CBLO/Reverse Repo | -
4%₹19 Cr
Cyient Ltd (Technology)
Equity, Since 31 Dec 17 | CYIENT
4%₹18 Cr284,500
Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Mar 16 | 532466
4%₹16 Cr45,400
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 30 Jun 18 | 540005
4%₹16 Cr92,000

2. 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% 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 (19 Mar 19) ₹17.6001 ↓ -0.02   (-0.09 %)
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
28 Feb 15₹10,000
29 Feb 16₹8,047
28 Feb 17₹12,177
28 Feb 18₹14,883
28 Feb 19₹16,196

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 ₹570,326.
Net Profit of ₹270,326
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 19 Mar 19

DurationReturns
1 Month 9.9%
3 Month 4.2%
6 Month 7.9%
1 Year 21.7%
3 Year 26%
5 Year
10 Year
15 Year
Since launch 15%
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 Services93.81%
Asset Allocation
Asset ClassValue
Cash6.19%
Equity93.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
13%₹82 Cr2,355,814
↑ 100,000
GRUH Finance Ltd (Financial Services)
Equity, Since 31 Jan 19 | 511288
10%₹65 Cr2,625,000
↑ 1,918,600
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
10%₹64 Cr309,000
↓ -100,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | KOTAKBANK
10%₹62 Cr510,000
↑ 25,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
10%₹62 Cr870,000
↓ -50,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
9%₹55 Cr2,060,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 540611
6%₹39 Cr678,045
Treps
CBLO/Reverse Repo | -
5%₹33 Cr
PNB Housing Finance Ltd (Financial Services)
Equity, Since 30 Jun 18 | PNBHOUSING
4%₹27 Cr306,200
↓ -170,800
Muthoot Capital Services Ltd (Financial Services)
Equity, Since 30 Nov 17 | 511766
4%₹26 Cr325,436

3. 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 2018 was 19.1% , 2017 was 19.8% and 2016 was -4% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (19 Mar 19) ₹58.68 ↑ 0.61   (1.05 %)
Net Assets (Cr) ₹480 on 28 Feb 19
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.93
Sharpe Ratio 0.85
Information Ratio 0.04
Alpha Ratio -2.72
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 14₹10,000
28 Feb 15₹12,787
29 Feb 16₹11,151
28 Feb 17₹11,919
28 Feb 18₹15,382
28 Feb 19₹17,777

ICICI Prudential 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 ₹436,710.
Net Profit of ₹136,710
Invest Now

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 19 Mar 19

DurationReturns
1 Month -1.7%
3 Month 3.7%
6 Month -4.7%
1 Year 16.5%
3 Year 12.8%
5 Year 14%
10 Year
15 Year
Since launch 9.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 19.1%
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%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Sankaran Naren14 Jul 171.55 Yr.
Ashwin Jain4 Oct 162.33 Yr.

Data below for ICICI Prudential Technology Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Technology90.68%
Asset Allocation
Asset ClassValue
Cash9.32%
Equity90.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
37%₹178 Cr2,418,690
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Jul 16 | 540005
12%₹57 Cr329,812
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
11%₹51 Cr619,950
Treps
CBLO/Reverse Repo | -
10%₹49 Cr
Cognizant Technology Solutions Corp A (Technology)
Equity, Since 31 Jul 18 | CTSH
10%₹47 Cr92,110
Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Mar 11 | 532466
8%₹36 Cr103,969
Hexaware Technologies Ltd (Technology)
Equity, Since 31 Oct 18 | 532129
7%₹36 Cr1,005,930
Cyient Ltd (Technology)
Equity, Since 30 Jun 18 | CYIENT
4%₹19 Cr289,446
Nucleus Software Exports Ltd (Technology)
Equity, Since 30 Sep 09 | 531209
3%₹12 Cr369,241
Net Current Assets
Net Current Assets | -
1%-₹4 Cr

4. HDFC Top 100 Fund

(Erstwhile HDFC Top 200)

To generate long term capital appreciation from a portfolio of equity and equity linked instruments. The investment portfolio for equity and equity linked instruments will be primarily drawn from the companies in the BSE 200 Index. Further, the Scheme may also invest in listed companies that would qualify to be in the top 200 by market capitalisation on the BSE even though they may not be listed on the BSE. This includes participation in large Ipos where in the market capitalisation of the company based on issue price would make the company a part of the top 200 companies listed on the BSE based on market capitalisation.

HDFC Top 100 Fund is a Equity - Large Cap fund was launched on 11 Oct 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.1% since its launch.  Ranked 43 in Large Cap category.  Return for 2018 was 0.1% , 2017 was 32% and 2016 was 8.5% .

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund
Growth
Launch Date 11 Oct 96
NAV (19 Mar 19) ₹496.908 ↑ 4.84   (0.98 %)
Net Assets (Cr) ₹15,163 on 28 Feb 19
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio -0.1
Information Ratio 0.37
Alpha Ratio -1.33
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
28 Feb 14₹10,000
28 Feb 15₹15,369
29 Feb 16₹11,685
28 Feb 17₹16,813
28 Feb 18₹19,557
28 Feb 19₹19,770

HDFC Top 100 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for HDFC Top 100 Fund

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

DurationReturns
1 Month 11.7%
3 Month 6.6%
6 Month 5.7%
1 Year 15.7%
3 Year 18.2%
5 Year 15.3%
10 Year
15 Year
Since launch 20.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.1%
2017 32%
2016 8.5%
2015 -6.1%
2014 46.5%
2013 4%
2012 32.4%
2011 -24.3%
2010 25.1%
2009 94.5%
Fund Manager information for HDFC Top 100 Fund
NameSinceTenure
Prashant Jain19 Jun 0315.63 Yr.
Amar Kalkundrikar10 Jan 190.06 Yr.

Data below for HDFC Top 100 Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services36.6%
Technology14.88%
Energy12.97%
Utility9.7%
Basic Materials8.87%
Industrials8.5%
Consumer Defensive4.6%
Health Care2.81%
Asset Allocation
Asset ClassValue
Cash1.04%
Equity98.95%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
8%₹1,267 Cr10,293,264
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
8%₹1,267 Cr36,174,853
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
8%₹1,194 Cr16,259,954
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
8%₹1,157 Cr42,994,500
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹1,092 Cr5,257,681
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
6%₹939 Cr7,258,828
↑ 500,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
5%₹698 Cr25,277,048
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS
4%₹643 Cr3,241,062
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 532555
4%₹626 Cr44,308,781
↑ 6,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 532215
4%₹593 Cr8,355,405

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 18.1% 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 (19 Mar 19) ₹64.1076 ↑ 0.67   (1.06 %)
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
28 Feb 14₹10,000
28 Feb 15₹13,043
29 Feb 16₹10,956
28 Feb 17₹11,883
28 Feb 18₹14,805
28 Feb 19₹16,726

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 19 Mar 19

DurationReturns
1 Month 1.8%
3 Month 5.7%
6 Month -1.2%
1 Year 15.7%
3 Year 11.6%
5 Year 13.4%
10 Year
15 Year
Since launch 18.1%
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
Technology88.11%
Communication Services7.06%
Consumer Cyclical0.43%
Asset Allocation
Asset ClassValue
Cash4.4%
Equity95.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
28%₹41 Cr551,742
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH
8%₹12 Cr113,837
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 532755
7%₹10 Cr124,352
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
7%₹10 Cr323,104
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
7%₹10 Cr48,262
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%₹7 Cr
Cognizant Technology Solutions Corp A (Technology)
Equity, Since 30 Nov 16 | CTSH
5%₹7 Cr14,677
Wipro Ltd (Technology)
Equity, Since 30 Jun 18 | 507685
5%₹7 Cr189,500

6. TATA Banking and Financial Services 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 the Banking and Financial Services sector in India.

TATA Banking and Financial Services 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 20.7% since its launch.  Return for 2018 was -0.1% , 2017 was 45% and 2016 was 17.8% .

Below is the key information for TATA Banking and Financial Services Fund

TATA Banking and Financial Services Fund
Growth
Launch Date 28 Dec 15
NAV (19 Mar 19) ₹18.3495 ↑ 0.07   (0.41 %)
Net Assets (Cr) ₹253 on 28 Feb 19
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.84
Sharpe Ratio -0.03
Information Ratio -0.26
Alpha Ratio -7.72
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
29 Feb 16₹8,907
28 Feb 17₹13,776
28 Feb 18₹16,537
28 Feb 19₹16,632

TATA Banking and 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 ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for TATA Banking and 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 19 Mar 19

DurationReturns
1 Month 11%
3 Month 7.6%
6 Month 7.2%
1 Year 15.2%
3 Year 23.3%
5 Year
10 Year
15 Year
Since launch 20.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.1%
2017 45%
2016 17.8%
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for TATA Banking and Financial Services Fund
NameSinceTenure
Sonam Udasi1 Apr 162.84 Yr.
Amey Sathe18 Jun 180.62 Yr.

Data below for TATA Banking and Financial Services Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services98.55%
Asset Allocation
Asset ClassValue
Cash1.77%
Equity98.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | HDFCBANK
25%₹63 Cr303,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
12%₹29 Cr835,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFC
11%₹29 Cr156,800
↑ 15,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | KOTAKBANK
8%₹21 Cr170,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
6%₹14 Cr200,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 16 | 532978
5%₹13 Cr20,500
DCB Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | 532772
4%₹11 Cr595,000
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 16 | 500271
4%₹11 Cr272,300
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
4%₹11 Cr40,500
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 16 | 533398
4%₹10 Cr195,000

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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