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All Best Performing Equity Mutual Funds 2020 | Fincash.com

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Best Equity Mutual Funds To Invest In 2020

Updated on April 2, 2020 , 12145 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 2020

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 (%)2019 (%)
SBI Bluechip Fund Growth ₹28.1206
↓ -0.57
₹22,044-32.6-28.8-28-5.9-0.411.6
Indiabulls Blue Chip Fund Growth ₹15.27
↓ -0.43
₹148-32.6-27-28-4.60.212
ICICI Prudential Bluechip Fund Growth ₹30.02
↓ -1.22
₹23,609-32.8-27.9-28.9-4.50.29.8
Essel Large Cap Equity Fund Growth ₹16.0809
↓ -0.32
₹89-34.1-29.4-30-7.3-0.811.7
Aditya Birla Sun Life Frontline Equity Fund Growth ₹156.88
↓ -2.84
₹19,314-33-27.7-30.6-6.9-17.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

5 Best Mid Cap Equity Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Kotak Emerging Equity Scheme Growth ₹28.33
↓ -0.62
₹6,848-30.9-24.4-26.7-7.11.58.9
L&T Midcap Fund Growth ₹94.81
↓ -1.65
₹6,213-29.4-24-29.6-71.7-0.2
Sundaram Mid Cap Fund Growth ₹319.266
↓ -5.55
₹5,952-31.4-26.6-31.7-10.7-1.1-0.3
BNP Paribas Mid Cap Fund Growth ₹24.808
↓ -0.36
₹748-25.6-18.8-20.6-6.40.55.2
DSP BlackRock Midcap Fund Growth ₹42.547
↓ -0.95
₹7,458-26.5-20.1-21.5-4.93.19.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

5 Best Small Cap Equity Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
SBI Small Cap Fund Growth ₹40.2979
↓ -0.08
₹3,476-25.8-21.6-22.4-0.86.66.1
L&T Emerging Businesses Fund Growth ₹14.86
↓ -0.13
₹5,606-36-33.1-40.2-11.30.2-8.1
Aditya Birla Sun Life Small Cap Fund Growth ₹19.7504
↓ -0.31
₹2,190-36.8-33.9-44.1-17.5-4-11.5
DSP BlackRock Small Cap Fund  Growth ₹38.349
↓ -0.55
₹5,045-30-23.3-31.3-13.1-10.7
Nippon India Small Cap Fund Growth ₹26.5324
↓ -0.26
₹8,567-32.9-28-34.2-8.91.6-2.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

5 Best Large & Mid Cap Equity Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Kotak Equity Opportunities Fund Growth ₹90.177
↓ -2.31
₹3,168-30.2-22.8-24.8-4.21.513.2
Invesco India Growth Opportunities Fund Growth ₹25.73
↓ -0.49
₹2,498-29.4-24.8-25-1.21.410.7
Principal Emerging Bluechip Fund Growth ₹77.65
↓ -1.39
₹2,117-28.4-22.7-25.2-5.22.26.8
DSP BlackRock Equity Opportunities Fund Growth ₹160.084
↓ -3.71
₹5,279-32.1-27.4-27.8-5.81.211.4
Edelweiss Large and Mid Cap Fund  Growth ₹23.865
↓ -0.37
₹504-28.2-23.2-23.3-2.20.511.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

5 Best Equity Linked Savings Schemes (ELSS)

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Tata India Tax Savings Fund Growth ₹13.0163
↓ -0.37
₹2,060-32.8-27.7-28.3-4.41.513.6
IDFC Tax Advantage (ELSS) Fund Growth ₹35.6
↓ -0.88
₹2,060-35.9-31.8-37-8.4-2.71.9
Aditya Birla Sun Life Tax Relief '96 Growth ₹23.79
↓ -0.40
₹10,073-26.6-20.4-25-2.81.64.3
DSP BlackRock Tax Saver Fund Growth ₹34.972
↓ -0.85
₹6,096-32.7-28.2-27.2-5.31.514.8
L&T Tax Advantage Fund Growth ₹37.452
↓ -0.55
₹3,206-33-27.4-30.6-7.3-0.24.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

5 Best Diversified/Multi Cap Equity Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Kotak Standard Multicap Fund Growth ₹25.477
↓ -0.60
₹29,460-32.3-27.3-27.9-4.2212.3
Mirae Asset India Equity Fund  Growth ₹36.649
↓ -0.89
₹16,734-32.8-26.9-28.2-32.212.7
Motilal Oswal Multicap 35 Fund Growth ₹18.2941
↓ -0.55
₹12,372-32.4-29.7-29-71.27.9
JM Multicap Fund Growth ₹24.5879
↓ -0.67
₹139-29.6-26.6-21.1-3.22.116.6
BNP Paribas Multi Cap Fund Growth ₹35.281
↓ -0.85
₹636-30.7-24.8-23.7-5.1-0.113.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

5 Best Sector Equity Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Sundaram Rural and Consumption Fund Growth ₹30.4841
↓ -0.59
₹1,816-28-24.6-27-6.33.82.7
DSP BlackRock Natural Resources and New Energy Fund Growth ₹20.969
↓ -0.43
₹282-35.9-31.8-36.8-11.62.74.4
Franklin Build India Fund Growth ₹26.5555
↓ -0.33
₹1,083-37.1-32.5-37.2-9.6-2.36
IDFC Infrastructure Fund Growth ₹8.82
↓ -0.18
₹649-38.5-36.3-41.7-16.2-6-5.3
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹17.14
↓ -0.82
₹1,859-45.7-38.6-41.8-100.114.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

5 Best Focused Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Axis Focused 25 Fund Growth ₹22.01
↓ -0.55
₹9,764-28.5-24.2-19.71.23.914.7
Aditya Birla Sun Life Focused Equity Fund Growth ₹43.3881
↓ -0.83
₹4,205-31.4-25.4-27.1-5.4-0.111.3
Principal Focused Multicap Fund Growth ₹52.04
↓ -0.98
₹366-24.9-17.8-17.6-0.81.911.8
Motilal Oswal Focused 25 Fund  Growth ₹17.523
↓ -0.48
₹1,237-28.3-23.1-17.9-21.417.1
Sundaram Select Focus Fund Growth ₹135.199
↓ -1.97
₹1,046-30.3-24.7-24.3-1.4115
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

5 Best Dividend Yield Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Principal Dividend Yield Fund Growth ₹40.72
↓ -0.38
₹170-25.3-20.5-23.2-1.32.84.4
Templeton India Equity Income Fund Growth ₹32.7434
↓ -0.37
₹823-30.3-26.8-30.3-7.1-0.45.3
ICICI Prudential Dividend Yield Equity Fund Growth ₹11.04
↓ -0.38
₹152-31.8-29.5-34.3-10.6-2.1-2.9
UTI Dividend Yield Fund Growth ₹49.4979
↓ -0.24
₹2,193-25.2-23-24.7-3.90.13.3
Aditya Birla Sun Life Dividend Yield Fund Growth ₹116.26
↓ -1.28
₹693-29.4-23.1-27.8-10.5-3.93.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

5 Best Value Equity Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Tata Equity PE Fund Growth ₹94.1357
↓ -1.13
₹4,567-32.3-28.4-30.3-7.30.65.3
L&T India Value Fund Growth ₹23.538
↓ -0.53
₹7,041-35.4-30.3-34.7-10.2-0.44.6
JM Value Fund Growth ₹22.7216
↓ -0.55
₹116-32.7-29.2-29.9-6.60.811.9
HDFC Capital Builder Value Fund Growth ₹187.3
↓ -2.87
₹4,010-35.1-31.1-37.5-9.3-1.50
Aditya Birla Sun Life Pure Value Fund Growth ₹31.5175
↓ -0.15
₹3,653-33.2-29.6-39.2-15.4-3.9-10.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Apr 20

1. Kotak World Gold Fund

The primary investment objective of the Scheme is to provide long term capital appreciation by investing predominantly in units of Falcon Gold Equity Fund. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes. The Scheme may also invest a certain portion of its corpus in debt and money market securities and/or units of debt/liquid schemes of Mutual Funds, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized.

Kotak World Gold Fund is a Equity - Global fund was launched on 6 Jun 08. It is a fund with High risk and has given a CAGR/Annualized return of 1% since its launch.  Ranked 15 in Global category. .

Below is the key information for Kotak World Gold Fund

Kotak World Gold Fund
Growth
Launch Date 6 Jun 08
NAV (24 Feb 20) ₹11.198 ↑ 0.04   (0.34 %)
Net Assets (Cr) ₹51 on 31 Jan 20
Category Equity - Global
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk High
Expense Ratio 1.7
Sharpe Ratio 0.95
Information Ratio -0.99
Alpha Ratio 1.09
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹11,252
31 Mar 17₹12,342
31 Mar 18₹11,076
31 Mar 19₹10,732

Kotak World Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Kotak World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Feb 20

DurationReturns
1 Month 2.4%
3 Month 13.3%
6 Month 4%
1 Year 29.8%
3 Year 2.6%
5 Year 6.5%
10 Year
15 Year
Since launch 1%
Historical performance (Yearly) on absolute basis
YearReturns
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
Fund Manager information for Kotak World Gold Fund
NameSinceTenure

Data below for Kotak World Gold Fund as on 31 Jan 20

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. DSP BlackRock World Gold Fund

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

DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 1.8% since its launch.  Ranked 11 in Global category.  Return for 2019 was 35.1% , 2018 was -10.7% and 2017 was -4% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (31 Mar 20) ₹12.5834 ↓ -0.74   (-5.58 %)
Net Assets (Cr) ₹338 on 29 Feb 20
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.67
Sharpe Ratio 0.61
Information Ratio -0.98
Alpha Ratio -4.21
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹11,846
31 Mar 17₹13,123
31 Mar 18₹11,398
31 Mar 19₹12,097
31 Mar 20₹13,148

DSP BlackRock World Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for DSP BlackRock World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Feb 20

DurationReturns
1 Month -8.2%
3 Month -13.6%
6 Month -8.7%
1 Year 8.7%
3 Year 0.1%
5 Year 5.6%
10 Year
15 Year
Since launch 1.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 35.1%
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
2014 -3%
2013 -41.5%
2012 -5.8%
2011 -2.6%
2010 29%
Fund Manager information for DSP BlackRock World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 136.84 Yr.

Data below for DSP BlackRock World Gold Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Basic Materials90.4%
Industrials0.58%
Asset Allocation
Asset ClassValue
Cash6.13%
Equity92.33%
Debt0.05%
Other1.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
96%₹324 Cr1,300,579
↑ 20,840
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
5%₹18 Cr
Net Receivables/Payables
Net Current Assets | -
1%-₹3 Cr

3. TATA India Pharma & Healthcare 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 pharma & healthcare sectors 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 India Pharma & Healthcare 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 -2.1% since its launch.  Return for 2019 was 5.5% , 2018 was -2.6% and 2017 was 4.7% .

Below is the key information for TATA India Pharma & Healthcare Fund

TATA India Pharma & Healthcare Fund
Growth
Launch Date 28 Dec 15
NAV (03 Apr 20) ₹9.1505 ↑ 0.34   (3.92 %)
Net Assets (Cr) ₹165 on 29 Feb 20
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.61
Sharpe Ratio 0.87
Information Ratio 1.2
Alpha Ratio 17
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₹9,345
31 Mar 17₹9,082
31 Mar 18₹8,321
31 Mar 19₹9,059
31 Mar 20₹8,903

TATA India Pharma & Healthcare Fund SIP Returns

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

Returns for TATA India Pharma & Healthcare Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Feb 20

DurationReturns
1 Month -7%
3 Month -1.7%
6 Month 4.6%
1 Year 1.4%
3 Year -0.3%
5 Year
10 Year
15 Year
Since launch -2.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 5.5%
2018 -2.6%
2017 4.7%
2016 -14.7%
2015
2014
2013
2012
2011
2010
Fund Manager information for TATA India Pharma & Healthcare Fund
NameSinceTenure
Sailesh Jain9 Nov 181.06 Yr.
Meeta Shetty9 Nov 181.06 Yr.

Data below for TATA India Pharma & Healthcare Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Health Care99.48%
Asset Allocation
Asset ClassValue
Cash0.84%
Equity99.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 18 | 500124
16%₹26 Cr88,000
↑ 10,500
Abbott India Ltd (Healthcare)
Equity, Since 31 Oct 16 | 500488
11%₹19 Cr12,000
↓ -500
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB
11%₹17 Cr83,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jan 16 | SUNPHARMA
11%₹17 Cr466,100
Lupin Ltd (Healthcare)
Equity, Since 30 Nov 17 | 500257
8%₹13 Cr210,000
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 16 | 524494
8%₹13 Cr95,000
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 31 Jul 18 | 500126
7%₹11 Cr26,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 16 | APOLLOHOSP
7%₹11 Cr62,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Oct 17 | ALKEM
4%₹6 Cr24,700
↓ -3,300
Alembic Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 17 | 533573
4%₹6 Cr100,000
↓ -30,000

4. 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 13.8% since its launch.  Ranked 7 in Global category.  Return for 2019 was 34.3% , 2018 was 5.2% and 2017 was 14.1% .

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 (01 Apr 20) ₹27.24 ↓ -1.25   (-4.39 %)
Net Assets (Cr) ₹498 on 29 Feb 20
Category Equity - Global
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.08
Sharpe Ratio 0.47
Information Ratio -0.06
Alpha Ratio -0.18
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 15₹10,000
31 Mar 16₹10,568
31 Mar 17₹11,716
31 Mar 18₹12,962
31 Mar 19₹15,321
31 Mar 20₹16,355

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 ₹385,859.
Net Profit of ₹85,859
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 24 Feb 20

DurationReturns
1 Month -9.4%
3 Month -15%
6 Month -4.5%
1 Year 0.9%
3 Year 10.1%
5 Year 9.4%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 34.3%
2018 5.2%
2017 14.1%
2016 11.6%
2015 0.7%
2014 12.7%
2013 45.7%
2012
2011
2010
Fund Manager information for ICICI Prudential US Bluechip Equity Fund
NameSinceTenure
Rohan Maru19 Sep 136.29 Yr.
Priyanka Khandelwal30 Jun 172.51 Yr.

Data below for ICICI Prudential US Bluechip Equity Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Health Care24.9%
Consumer Cyclical14.16%
Technology13.4%
Industrials11.25%
Consumer Defensive9.8%
Financial Services9.18%
Basic Materials4.23%
Communication Services2.87%
Energy1.75%
Utility1.65%
Asset Allocation
Asset ClassValue
Cash6.81%
Equity93.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
7%₹36 Cr
Amazon.com Inc (Consumer Cyclical)
Equity, Since 30 Jun 16 | AMZN
5%₹24 Cr1,763
Biogen Inc (Healthcare)
Equity, Since 31 Dec 15 | BIIB
3%₹16 Cr6,970
Pfizer Inc (Healthcare)
Equity, Since 31 Dec 19 | PFE
3%₹15 Cr62,531
↑ 12,908
Merck & Co Inc (Healthcare)
Equity, Since 30 Sep 19 | MRK
3%₹15 Cr27,126
↑ 7,703
Philip Morris International Inc (Consumer Defensive)
Equity, Since 30 Jun 18 | PM
3%₹15 Cr24,917
↑ 2,392
Caterpillar Inc (Industrials)
Equity, Since 31 Dec 18 | CAT
3%₹15 Cr16,278
↑ 2,553
Corteva Inc (Basic Materials)
Equity, Since 31 Dec 19 | CTVA
3%₹14 Cr71,956
Veeva Systems Inc Class A (Healthcare)
Equity, Since 30 Sep 19 | VEEV
3%₹14 Cr13,702
Salesforce.com Inc (Technology)
Equity, Since 31 Dec 18 | CRM
3%₹13 Cr10,889

5. 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 14.6% since its launch.  Ranked 6 in Global category.  Return for 2019 was 34.2% , 2018 was 6.5% and 2017 was 18.1% .

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 (01 Apr 20) ₹30.4371 ↓ -1.41   (-4.42 %)
Net Assets (Cr) ₹1,307 on 29 Feb 20
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.74
Sharpe Ratio 0.76
Information Ratio -0.18
Alpha Ratio 0.04
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹9,657
31 Mar 17₹10,779
31 Mar 18₹12,739
31 Mar 19₹15,099
31 Mar 20₹15,883

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 ₹376,357.
Net Profit of ₹76,357
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 24 Feb 20

DurationReturns
1 Month -11.4%
3 Month -12.1%
6 Month -3.2%
1 Year -0.6%
3 Year 12.1%
5 Year 8.7%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Pyari Menon26 Sep 190.26 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Technology26.45%
Financial Services16.91%
Health Care15.14%
Consumer Cyclical10.04%
Industrials7.96%
Communication Services7.68%
Real Estate5.93%
Consumer Defensive3.11%
Basic Materials0.79%
Energy0.39%
Asset Allocation
Asset ClassValue
Cash1.56%
Equity94.4%
Other4.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹1,300 Cr3,595,163
↑ 231,336
Call, Cash & Other Assets
Receivables | -
0%₹6 Cr

6. Nippon India Pharma Fund

The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities of Pharma and other associated companies.

Nippon India Pharma Fund is a Equity - Sectoral fund was launched on 5 Jun 04. It is a fund with High risk and has given a CAGR/Annualized return of 18.5% since its launch.  Ranked 35 in Sectoral category.  Return for 2019 was 1.7% , 2018 was 3.6% and 2017 was 7.6% .

Below is the key information for Nippon India Pharma Fund

Nippon India Pharma Fund
Growth
Launch Date 5 Jun 04
NAV (03 Apr 20) ₹146.532 ↑ 5.48   (3.88 %)
Net Assets (Cr) ₹2,421 on 29 Feb 20
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.33
Sharpe Ratio 0.19
Information Ratio 1.45
Alpha Ratio 4.46
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
31 Mar 15₹10,000
31 Mar 16₹9,539
31 Mar 17₹9,830
31 Mar 18₹9,716
31 Mar 19₹11,029
31 Mar 20₹10,421

Nippon India Pharma Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹307,716.
Net Profit of ₹7,716
Invest Now

Returns for Nippon India Pharma Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Feb 20

DurationReturns
1 Month -7.7%
3 Month -4.6%
6 Month 5%
1 Year -2.6%
3 Year 2.4%
5 Year 0.9%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 1.7%
2018 3.6%
2017 7.6%
2016 -10.6%
2015 19.4%
2014 49.5%
2013 20.9%
2012 34.8%
2011 -11%
2010 31.9%
Fund Manager information for Nippon India Pharma Fund
NameSinceTenure
Sailesh Raj Bhan1 Apr 0514.76 Yr.
Kinjal Desai25 May 181.6 Yr.

Data below for Nippon India Pharma Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Health Care100.04%
Asset Allocation
Asset ClassValue
Equity100.04%
Other0.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA
10%₹235 Cr6,300,976
↑ 400,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
10%₹232 Cr1,100,075
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | 500124
9%₹227 Cr775,000
↑ 25,000
Abbott India Ltd (Healthcare)
Equity, Since 31 May 11 | 500488
8%₹193 Cr122,809
↓ -15,510
Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | 500087
8%₹193 Cr4,800,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Dec 15 | AUROPHARMA
6%₹150 Cr2,970,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 17 | ALKEM
6%₹146 Cr556,042
↓ -93,981
Thyrocare Technologies Ltd (Healthcare)
Equity, Since 31 May 16 | THYROCARE
6%₹144 Cr2,450,886
↑ 89,800
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Aug 18 | 532843
6%₹139 Cr9,000,490
Sanofi India Ltd (Healthcare)
Equity, Since 30 Jun 04 | 500674
5%₹131 Cr180,000

Smart Tips to Choose Best Equity Funds for 2020

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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