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How to Select Top & Best Mutual Fund?

Updated on June 16, 2019 , 700 views

How to select the best Mutual Fund? This is the question every investor has in mind while Investing their money. Everyone spends time doing a lot of research to get the top performing mutual fund or the best mutual fund to invest in! It is simply the most common yet most difficult question to answer in the Mutual fund market. Simply put, selecting a best Mutual Fund or to rephrase, a top performing Mutual Fund is like selecting a right partner for any venture. Any wrong decision – on either side – can lead to catastrophic consequences.

One of the most common mistakes in selecting the best mutual fund, that even the seasoned investors do sometimes, is to solely rely on the Mutual Fund Rankings or ratings. It is not that that Mutual Fund ratings are misleading, but there is a lot of further research required. Relying on rankings must not be the sole criteria. One also needs to periodically review the investment made every three months to ensure it is monitored well. Also, if rebalancing is required than one can do this once a year unless otherwise urgently needed.

Before looking into the process of selecting the best Mutual Fund, let’s build our basics. This is an important step that many investors tend to miss out on.

Why are you Making a Mutual Fund Investment?

The first step towards any good investment is to know and understand why are you investing and what are you investing in. You should have a clear objective behind your mutual fund investment. This makes your future decisions easier.

Before investing, you should have a clear idea of your risk appetite. To know what is your risk taking capacity, you must do a Risk assessment or risk profiling. Risk assessment is important before investing as it gives you a clear picture of how much risk you can take. One can use various risk rating methodologies available on the internet or one can visit a financial advisor to do the same.

After undergoing risk profiling, one must turn their attention towards deciding the relevant Asset Allocation. You can decide the mix of assets like equity, debt and other asset classes depending on your risk taking capability. One should choose their asset allocation to match the level of risk they can take or lower than the risk they can take. This will ensure that there is no heartburn or sleepless nights later on. Your asset allocation can be either aggressive (more inclined towards investing in equity), moderate (balanced between equity & debt) or conservative (less investing in equity) depending on your risk profile.

Let’s take a look at a sample asset allocation-

Aggressive Moderate Conservative
** Annual Return (p.a.)** 15.7% 13.4% 10.8%
Equity 50% 35% 20%
Debt 30% 40% 40%
Gold 10% 10% 10%
Cash 10% 15% 30%
Total 100% 100% 100%

After completing your risk profiling and deciding the asset allocation, selecting the right product is the most important remaining task. Below are the factors that one needs to take into consideration on How to select best mutual fund.

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How to Select Best Mutual Funds?

As said earlier, selecting the best mutual fund only on the basis of their ratings may not be sufficient. There are other factors – quantitative and qualitative – that impact the process of selecting the best mutual fund. Let’s have a look at those factors.

Mutual Fund Ratings

Mutual Fund rankings help you in selecting some of the best Mutual Funds in the business at a given point in time. CRISIL, ICRA, MorningStar, etc. are some of the rating agencies. They evaluate a Mutual Fund scheme on various parameters and give out their results. These results help you narrow down your preferences and select the best Mutual Fund.

A thing to note here is that along with the rankings, it is wise to research on the Mutual Fund schemes’ past performances as well. This will only reduce your risk and enhance your returns. Best Performing Mutual Funds like Reliance Mutual Fund, SBI Mutual Fund, UTI Mutual Fund, and many others have been giving out decent to good results in the past.

Steps -to-Select-Best-Mutual-Fund

Expense Ratio

It is very important to check on entry/exit loads and expense ratios while looking for the best Mutual Fund to invest in. Many investors do not consider these recurring costs and suffer in the long run. You must check the expense ratio before investing. High expense ratios affect the schemes’ returns. Though the expense ratios are capped by SEBI, it is generally better to have low expense ratio scheme with high returns. However, always remember, the expense ratio is a relatively small portion, the returns generated or the extra returns generated by a good fund may totally supersede this. It would be penny wise and pound foolish to just select a fund on basis of expense ratio and later on miss out on returns by a good fund. Like with other factors, this needs to be viewed in conjunction with other factors such as ratings, returns etc and then will one be successful in selecting the best mutual fund.

Exit Load

Another thing to consider is the Exit Load. Different types of funds have variable exit loads depending on the nature of the investment. You might be charged with a higher percentage of exit load if you liquidate the scheme before the maturity period. This will obviously affect your Investment plan. This factor should be taken into consideration to match the investment tenor that one has. This will ensure that there are no exit loads incurring on the investment.

Fund Age

Investing in a fund which has atleast a three-year track record or more is a good idea. This minimum timeframe gives you some data points to actually evaluate the performance of the fund. A New Fund Offer(NFO), maybe recommended and good also, however, there is no track record to the performance of the Mutual Fund scheme. While getting into new products maybe a good idea at times, this should be limited to a small portion of the portfolio. When investing a large portion of the portfolio, a track record is a must for those products or schemes. For Equity Funds, a three-year track record is a bare minimum, for liquid and ultra-short term funds even a one-year track may suffice (however, this needs to be supplemented with many other factors).

Past Returns and Volatility

Most investors want to invest in the top performing Mutual Fund schemes in the current market scenario. While it may look like a good investment at the time, it may or may not be the best mutual fund or top performing mutual fund in the future. Have a look at the data below from 2011 to 2015 giving the top 5 performing equity funds for each year:

Top-5-best-equity-funds-from-2011-to-2015-by-returns

As you can see from the above table, apart from SBI Small & Midcap and BNP mid-cap, all the schemes are different for each year. This means the top performers of the year are not the top performers of the next year! This gives you an idea that what is best now may or may not be the best always in the future. So banking only on the returns while scouting for the best mutual funds is not always a wise move. So while investing, consider a fund that is consistent over a period and less volatile. Also, one should look at many other factors to select the best mutual fund to invest.

Now let’s look at some of the Qualitative Factors on how to select the best mutual fund.

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Reputation of the Asset Management Company

While one can look at many qualitative factors, one also needs to focus on the fund house offering the Mutual Fund scheme. A trusted asset management company with a good track record can help you invest smartly and wisely. A good AMC has a variety of investment schemes to provide you with good options for investing. One should look at the age of the fund house, the overall AUM, the track record of management, investment process of the fund house, the number of schemes on offer across categories and also, overall the number of top performing schemes across categories. So choosing a good AMC is also an important step towards choosing the best mutual fund.

Quantitative Factors Qualitative Factors
Performance Rating (Crisil, ValueResearch,etc) Fund Manager Track Record
Fund Age (3+ years) Fund House Reputation
Past Returns & Fund Volatility Investment Process
Expense Ratio
Exit Load

Fund Manager Track Record

The fund manager is the professional who handles your money after you invest in a scheme. So, it important to know who is handling your money. You should know their past record and should check whether their investment style suits you. One needs to look at how many years they have been managing money, their track record over the last 5 years (or more) and the number of schemes they manage. Some basic filters here will lead to getting good performing schemes.

Investment Process

Rather than relying on solely the performance of the fund manager, one should ensure that there is an investment process in place. You don't want to get into a product with key-man risk. If there is an institutionalised investment process in place, this will ensure the scheme is managed well. Even there is a fund manager change. then your investment will be protected.

Monitor & Review: Have a Disciplined Approach

If you will consider all the above factors, you might get a best Mutual Fund or top mutual fund for yourself. But to get the best out of that best Mutual Fund, you need to have a disciplined approach and monitor the investment or scheme. Markets are volatile and your investment may see its value going up & down. You must trust the research and efforts taken in selecting the Mutual Fund and avoid falling prey to short-term losses (especially in equity). Simply put, if you feel you have erred in selecting the best mutual fund, you should take action and change the fund. However, a change should not be done before giving adequate time to perform to the earlier "best mutual fund". One should do re-balancing, not before one year. Always remember, even the best of investors (even Warren Buffet) make investment mistakes, however, we should get more right decisions than wrong ones in the long run. This will ensure that our portfolio or even the best mutual funds perform over time.

Best Mutual Funds to Invest 2019 - 2020

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
ICICI Prudential Banking and Financial Services Fund Growth ₹66.99
↑ 0.27
₹3,0684.611.91319.917.1-0.4
HDFC Corporate Bond Fund Growth ₹21.297
↑ 0.04
₹12,6842.95.910.38.28.66.5
Aditya Birla Sun Life Corporate Bond Fund Growth ₹73.2295
↑ 0.03
₹15,3202.75.39.88.18.67
Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹26.7891
↑ 0.01
₹18,3372.34.99.88.99.28.7
HDFC Banking and PSU Debt Fund Growth ₹15.3195
↑ 0.01
₹3,0012.45.39.67.88.45.9
Franklin India Dynamic Accrual Fund Growth ₹67.4638
↑ 0.06
₹3,8921.649.699.48.4
ICICI Prudential Long Term Plan Growth ₹23.7142
↑ 0.06
₹2,6473.45.39.59.19.86.2
Mirae Asset India Equity Fund  Growth ₹51.252
↑ 0.01
₹12,3151.35.98.715.414.3-0.6
Aditya Birla Sun Life Savings Fund Growth ₹375.693
↑ 0.20
₹15,3872.24.48.688.47.6
Aditya Birla Sun Life Money Manager Fund Growth ₹254.6
↑ 0.16
₹11,3632.14.28.57.57.97.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 19

*Below is the detailed list of Top Mutual Funds based on past 3 year CAGR returns.

1. SBI Banking & Financial Services Fund

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

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

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

SBI Banking & Financial Services Fund
Growth
Launch Date 26 Feb 15
NAV (18 Jun 19) ₹18.552 ↑ 0.08   (0.45 %)
Net Assets (Cr) ₹776 on 30 Apr 19
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating Not Rated
Risk High
Expense Ratio 3.02
Sharpe Ratio 0.57
Information Ratio -0.09
Alpha Ratio -4.24
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 15₹9,692
31 May 16₹10,270
31 May 17₹13,710
31 May 18₹16,088
31 May 19₹19,092

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 ₹518,033.
Net Profit of ₹218,033
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 18 Jun 19

DurationReturns
1 Month 1.8%
3 Month 5.3%
6 Month 11.4%
1 Year 14.6%
3 Year 21.3%
5 Year
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 9.5%
2017 40.7%
2016 17%
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for SBI Banking & Financial Services Fund
NameSinceTenure
Sohini Andani26 Feb 154.18 Yr.

Data below for SBI Banking & Financial Services Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services94.89%
Asset Allocation
Asset ClassValue
Cash5.11%
Equity94.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
17%₹154 Cr636,000
↓ -105,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
10%₹91 Cr2,155,814
↓ -350,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | KOTAKBANK
9%₹78 Cr510,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
8%₹75 Cr2,115,000
↑ 500,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Mar 19 | 504973
8%₹70 Cr1,407,084
↑ 131,000
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 19 | INDUSINDBK
6%₹58 Cr360,000
↑ 360,000
Bank of Baroda (Financial Services)
Equity, Since 31 May 19 | 532134
6%₹53 Cr4,000,000
↑ 4,000,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 540611
5%₹47 Cr678,045
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 19 | ICICIPRULI
5%₹47 Cr1,200,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
5%₹42 Cr520,000
↓ -350,000

2. ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund is an Open-ended equity scheme that seeks to generate long-term capital appreciation to unitholders 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.

ICICI Prudential Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 22 Aug 08. It is a fund with High risk and has given a CAGR/Annualized return of 19.2% since its launch.  Return for 2018 was -0.4% , 2017 was 45.1% and 2016 was 21.1% .

Below is the key information for ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund
Growth
Launch Date 22 Aug 08
NAV (18 Jun 19) ₹66.99 ↑ 0.27   (0.40 %)
Net Assets (Cr) ₹3,068 on 30 Apr 19
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 0.31
Information Ratio -0.13
Alpha Ratio -10.31
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 May 14₹10,000
31 May 15₹12,990
31 May 16₹12,855
31 May 17₹19,405
31 May 18₹20,848
31 May 19₹23,924

ICICI Prudential 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 ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for ICICI Prudential 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 18 Jun 19

DurationReturns
1 Month 4%
3 Month 4.6%
6 Month 11.9%
1 Year 13%
3 Year 19.9%
5 Year 17.1%
10 Year
15 Year
Since launch 19.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.4%
2017 45.1%
2016 21.1%
2015 -7.2%
2014 69%
2013 -2.6%
2012 72.2%
2011 -31.6%
2010 32.8%
2009 77.6%
Fund Manager information for ICICI Prudential Banking and Financial Services Fund
NameSinceTenure
Priyanka Khandelwal15 Jun 171.71 Yr.
Roshan Chutkey29 Jan 181.08 Yr.

Data below for ICICI Prudential Banking and Financial Services Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services91.7%
Asset Allocation
Asset ClassValue
Cash14.13%
Equity85.82%
Other0.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | ICICIBANK
13%₹436 Cr10,300,046
↑ 132,690
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
10%₹338 Cr9,577,269
↑ 663,732
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
9%₹289 Cr1,189,734
Bank of Baroda (Financial Services)
Equity, Since 31 May 17 | 532134
7%₹223 Cr16,700,937
↑ 367,179
Treps
CBLO/Reverse Repo | -
7%₹222 Cr
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532978
5%₹181 Cr220,497
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 18 | M&MFIN
4%₹141 Cr3,350,444
↑ 132,061
LIC Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | LICHSGFIN
3%₹114 Cr2,049,132
↑ 303,311
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 14 | 533398
3%₹108 Cr1,662,779
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
3%₹100 Cr1,234,079
↑ 598,326

3. 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 21.3% 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 (18 Jun 19) ₹19.5287 ↑ 0.05   (0.25 %)
Net Assets (Cr) ₹284 on 30 Apr 19
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.84
Sharpe Ratio 0.18
Information Ratio -0.32
Alpha Ratio -12.9
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 May 16₹11,133
31 May 17₹15,362
31 May 18₹18,026
31 May 19₹19,813

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 ₹493,520.
Net Profit of ₹193,520
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 18 Jun 19

DurationReturns
1 Month 4.2%
3 Month 6.9%
6 Month 15.6%
1 Year 10.5%
3 Year 19.6%
5 Year
10 Year
15 Year
Since launch 21.3%
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 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services99.31%
Asset Allocation
Asset ClassValue
Cash3.11%
Equity97.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | HDFCBANK
25%₹70 Cr303,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
14%₹40 Cr982,000
↑ 70,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFC
11%₹31 Cr156,800
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | KOTAKBANK
9%₹25 Cr180,000
↑ 10,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
6%₹17 Cr220,000
↑ 40,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 16 | 532978
5%₹15 Cr20,500
DCB Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | 532772
4%₹13 Cr595,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
4%₹13 Cr40,500
City Union Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | CUB
4%₹11 Cr559,990
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 16 | 533398
4%₹11 Cr180,000
↓ -15,000

4. Invesco India Financial Services Fund

(Erstwhile Invesco India Banking Fund)

The investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities of companies engaged in the business of banking and financial services.

Invesco India Financial Services Fund is a Equity - Sectoral fund was launched on 14 Jul 08. It is a fund with High risk and has given a CAGR/Annualized return of 17.5% since its launch.  Ranked 5 in Sectoral category.  Return for 2018 was -0.3% , 2017 was 45.2% and 2016 was 10.4% .

Below is the key information for Invesco India Financial Services Fund

Invesco India Financial Services Fund
Growth
Launch Date 14 Jul 08
NAV (18 Jun 19) ₹58.49 ↑ 0.15   (0.26 %)
Net Assets (Cr) ₹140 on 30 Apr 19
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.87
Sharpe Ratio 0.27
Information Ratio -0.99
Alpha Ratio -10.78
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 14₹10,000
31 May 15₹12,994
31 May 16₹12,842
31 May 17₹17,553
31 May 18₹20,223
31 May 19₹22,268

Invesco India 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 ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Invesco India 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 18 Jun 19

DurationReturns
1 Month 3.8%
3 Month 4.4%
6 Month 11.6%
1 Year 9.3%
3 Year 19.1%
5 Year 16%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.3%
2017 45.2%
2016 10.4%
2015 -2.1%
2014 55.8%
2013 -9.5%
2012 58.1%
2011 -29.9%
2010 38.5%
2009 70.7%
Fund Manager information for Invesco India Financial Services Fund
NameSinceTenure
Amit Ganatra9 Nov 108.4 Yr.
Dhimant Kothari1 Jun 180.83 Yr.

Data below for Invesco India Financial Services Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services97.37%
Asset Allocation
Asset ClassValue
Cash2.63%
Equity97.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
27%₹37 Cr160,344
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
14%₹19 Cr478,423
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
9%₹13 Cr168,066
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFC
9%₹12 Cr60,073
↑ 6,898
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹8 Cr27,356
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KOTAKBANK
5%₹7 Cr51,557
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | INDUSINDBK
4%₹6 Cr38,991
State Bank of India (Financial Services)
Equity, Since 31 Mar 17 | SBIN
4%₹5 Cr170,367
RBL Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | RBLBANK
3%₹5 Cr70,137
Triparty Repo
CBLO/Reverse Repo | -
3%₹4 Cr

5. Mirae Asset Tax Saver Fund

The investment objective of the scheme is to generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. The Scheme does not guarantee or assure any returns.

Mirae Asset Tax Saver Fund is a Equity - ELSS fund was launched on 28 Dec 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.9% since its launch.  Return for 2018 was -2.3% , 2017 was 47.9% and 2016 was 14.8% .

Below is the key information for Mirae Asset Tax Saver Fund

Mirae Asset Tax Saver Fund
Growth
Launch Date 28 Dec 15
NAV (18 Jun 19) ₹17.697 ↑ 0.02   (0.10 %)
Net Assets (Cr) ₹1,949 on 30 Apr 19
Category Equity - ELSS
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.45
Sharpe Ratio 0.26
Information Ratio 1.54
Alpha Ratio 1.16
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 16₹10,393
31 May 17₹14,366
31 May 18₹16,272
31 May 19₹17,943

Mirae Asset Tax Saver Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Mirae Asset Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 19

DurationReturns
1 Month 3.7%
3 Month 1.6%
6 Month 5.7%
1 Year 7.9%
3 Year 18.5%
5 Year
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2.3%
2017 47.9%
2016 14.8%
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Mirae Asset Tax Saver Fund
NameSinceTenure
Neelesh Surana28 Dec 153.26 Yr.

Data below for Mirae Asset Tax Saver Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services35.09%
Consumer Cyclical13.08%
Technology10.6%
Consumer Defensive8.27%
Industrials8.17%
Basic Materials7.04%
Energy6.5%
Health Care6.24%
Utility3.06%
Asset Allocation
Asset ClassValue
Cash1.94%
Equity98.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | HDFCBANK
9%₹172 Cr740,438
↑ 125,120
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
6%₹115 Cr2,832,209
↑ 408,643
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 15 | RELIANCE
5%₹90 Cr647,376
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | 532215
4%₹77 Cr1,001,193
Infosys Ltd (Technology)
Equity, Since 31 Dec 15 | INFY
4%₹73 Cr972,437
↑ 172,657
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 15 | TCS
4%₹72 Cr316,975
↑ 30,155
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 16 | LT
4%₹70 Cr515,581
↑ 26,526
State Bank of India (Financial Services)
Equity, Since 31 Dec 15 | SBIN
3%₹60 Cr1,946,527
↑ 170,170
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | KOTAKBANK
3%₹55 Cr399,040
↑ 64,704
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | MARUTI
3%₹55 Cr82,145
↑ 10,384

6. Reliance Banking Fund

The primary investment objective of the Scheme is to seek to generate continuous returns by actively investing in equity and equity related securities of companies in the Banking Sector and companies engaged in allied activities related to Banking Sector. The AMC will have the discretion to completely or partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations. However, there can be no assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends.

Reliance Banking Fund is a Equity - Sectoral fund was launched on 26 May 03. It is a fund with High risk and has given a CAGR/Annualized return of 23.3% since its launch.  Ranked 15 in Sectoral category.  Return for 2018 was -1.2% , 2017 was 44.1% and 2016 was 11.5% .

Below is the key information for Reliance Banking Fund

Reliance Banking Fund
Growth
Launch Date 26 May 03
NAV (18 Jun 19) ₹289.296 ↑ 1.05   (0.36 %)
Net Assets (Cr) ₹2,991 on 30 Apr 19
Category Equity - Sectoral
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.39
Sharpe Ratio 0.14
Information Ratio -0.35
Alpha Ratio -12.56
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 May 14₹10,000
31 May 15₹12,554
31 May 16₹12,032
31 May 17₹16,811
31 May 18₹18,879
31 May 19₹20,815

Reliance Banking 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 Reliance Banking Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 19

DurationReturns
1 Month 4.7%
3 Month 4.2%
6 Month 10.4%
1 Year 8.2%
3 Year 18%
5 Year 14.4%
10 Year
15 Year
Since launch 23.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -1.2%
2017 44.1%
2016 11.5%
2015 -6%
2014 64.9%
2013 -10.4%
2012 60.5%
2011 -32%
2010 46.1%
2009 82.9%
Fund Manager information for Reliance Banking Fund
NameSinceTenure
Vinay Sharma9 Apr 180.81 Yr.
Kinjal Desai25 May 180.69 Yr.

Data below for Reliance Banking Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services89.81%
Asset Allocation
Asset ClassValue
Cash9.96%
Equity89.81%
Other0.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
15%₹472 Cr11,137,130
↓ -500,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 14 | SBIN
12%₹371 Cr10,530,830
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
11%₹358 Cr1,475,000
Triparty Repo
CBLO/Reverse Repo | -
7%₹232 Cr
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 532215
6%₹191 Cr2,365,303
↓ -873,997
Bank of Baroda (Financial Services)
Equity, Since 31 Jul 18 | 532134
6%₹188 Cr14,112,608
↓ -4,000,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 04 | FEDERALBNK
5%₹171 Cr15,922,030
↓ -500,000
Canara Bank (Financial Services)
Equity, Since 30 Jun 18 | 532483
5%₹167 Cr6,229,212
↑ 700,000
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 30 Sep 17 | BHARATFIN
3%₹105 Cr1,047,218
National Bank For Agriculture And Rural Development
Certificate of Deposit | -
3%₹99 Cr10,000
↑ 10,000

7. Franklin India Feeder - Franklin U S Opportunities Fund

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

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 17.1% since its launch.  Ranked 6 in Global category.  Return for 2018 was 6.5% , 2017 was 18.1% and 2016 was -0.8% .

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

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (18 Jun 19) ₹31.9476 ↑ 0.29   (0.92 %)
Net Assets (Cr) ₹853 on 30 Apr 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio 0.77
Information Ratio -0.15
Alpha Ratio -0.76
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 14₹10,000
31 May 15₹12,534
31 May 16₹12,054
31 May 17₹13,583
31 May 18₹17,046
31 May 19₹18,211

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

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

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 19

DurationReturns
1 Month 2%
3 Month 7.2%
6 Month 20.7%
1 Year 8.1%
3 Year 18%
5 Year 12.9%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
2009
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Srikesh Nair2 May 162.83 Yr.

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

Equity Sector Allocation
SectorValue
Technology34.86%
Financial Services17.24%
Health Care11.83%
Consumer Cyclical10.62%
Industrials9.39%
Communication Services4.68%
Consumer Defensive3.27%
Real Estate2.02%
Basic Materials1.13%
Energy0.73%
Asset Allocation
Asset ClassValue
Cash1.56%
Equity95.79%
Other2.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹851 Cr2,569,336
↑ 33,191
Call, Cash & Other Assets
Receivables | -
0%₹2 Cr

8. TATA India Consumer Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its assets in equity/equity related instruments of the companies in the Consumption Oriented 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 Consumer 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 15.4% since its launch.  Return for 2018 was -2.1% , 2017 was 73.3% and 2016 was 3.1% .

Below is the key information for TATA India Consumer Fund

TATA India Consumer Fund
Growth
Launch Date 28 Dec 15
NAV (18 Jun 19) ₹16.4368 ↓ -0.07   (-0.42 %)
Net Assets (Cr) ₹1,425 on 30 Apr 19
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.67
Sharpe Ratio -0.61
Information Ratio 1.03
Alpha Ratio -4.16
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 16₹9,895
31 May 17₹13,577
31 May 18₹18,062
31 May 19₹16,446

TATA India Consumer Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for TATA India Consumer Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 19

DurationReturns
1 Month 0%
3 Month -4.2%
6 Month -7.9%
1 Year -9.2%
3 Year 17.5%
5 Year
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2.1%
2017 73.3%
2016 3.1%
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for TATA India Consumer Fund
NameSinceTenure
Sonam Udasi1 Apr 163 Yr.
Ennette Fernandes18 Jun 180.78 Yr.

Data below for TATA India Consumer Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Consumer Defensive47.94%
Consumer Cyclical41.61%
Industrials3.59%
Basic Materials3.15%
Asset Allocation
Asset ClassValue
Cash5.44%
Equity94.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
11%₹159 Cr5,275,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 17 | 500696
10%₹148 Cr840,000
Bata India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | 500043
6%₹82 Cr566,000
↓ -60,000
Zee Entertainment Enterprises Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | ZEEL
5%₹71 Cr1,650,000
Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Oct 17 | 500096
5%₹67 Cr1,675,000
GlaxoSmithKline Consumer Healthcare Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | 500676
4%₹64 Cr87,800
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | JUBLFOOD
4%₹63 Cr475,000
↑ 33,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 16 | MARUTI
4%₹63 Cr94,600
Future Retail Ltd (Consumer Cyclical)
Equity, Since 31 Oct 16 | FRETAIL
4%₹62 Cr1,485,000
(A) Treps
CBLO/Reverse Repo | -
4%₹54 Cr

9. Mirae Asset Emerging Bluechip Fund

The investment objective of the scheme is to generate income and capital appreciation from a portfolio primarily investing in Indian equities and equity related securities of large cap and mid cap companies at the time of investment. From time to time, the fund manager may also seek participation in other Indian equity and equity related securities to achieve optimal Portfolio construction. The Scheme does not guarantee or assure any returns.

Mirae Asset Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 9 Jul 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.5% since its launch.  Return for 2018 was -5.4% , 2017 was 49% and 2016 was 12.2% .

Below is the key information for Mirae Asset Emerging Bluechip Fund

Mirae Asset Emerging Bluechip Fund
Growth
Launch Date 9 Jul 10
NAV (18 Jun 19) ₹53.088 ↑ 0.05   (0.09 %)
Net Assets (Cr) ₹7,271 on 30 Apr 19
Category Equity - Large & Mid Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio 0.16
Information Ratio 1.3
Alpha Ratio 6.04
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 May 14₹10,000
31 May 15₹14,930
31 May 16₹16,156
31 May 17₹22,882
31 May 18₹24,954
31 May 19₹27,505

Mirae Asset Emerging Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Mirae Asset Emerging Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 19

DurationReturns
1 Month 3.4%
3 Month 1%
6 Month 5.5%
1 Year 7.9%
3 Year 17.3%
5 Year 20%
10 Year
15 Year
Since launch 20.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -5.4%
2017 49%
2016 12.2%
2015 14.1%
2014 84.6%
2013 8.6%
2012 45.6%
2011 -15.2%
2010
2009
Fund Manager information for Mirae Asset Emerging Bluechip Fund
NameSinceTenure
Neelesh Surana9 Jul 108.57 Yr.
Ankit Jain31 Jan 190 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services33.17%
Consumer Cyclical14.74%
Health Care10.76%
Basic Materials9.68%
Industrials8.3%
Technology8.03%
Consumer Defensive6.56%
Energy4.98%
Utility3.13%
Asset Allocation
Asset ClassValue
Cash0.67%
Equity99.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
6%₹434 Cr1,872,370
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
6%₹413 Cr10,130,939
↑ 733,756
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
4%₹306 Cr3,985,692
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
3%₹242 Cr1,738,513
↓ -293,923
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 29 Feb 16 | 500800
3%₹215 Cr10,287,207
↑ 1,606,710
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹209 Cr1,505,065
↑ 51,822
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹203 Cr3,371,873
↑ 180,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
3%₹196 Cr2,611,705
↓ -50
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
3%₹193 Cr6,222,648
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Dec 15 | TATASTEEL
3%₹193 Cr3,457,613
↓ -93,916

10. Taurus Banking & Financial Services Fund

The primary objective of the Scheme is to generate capital appreciation through a portfolio that invests predominantly in equity and equity related instruments of Banking, Financial and Non Banking Financial Companies that form a part of the BFSI Sector. However, there is no assurance or guarantee that the objectives of the scheme will be realized and the scheme does not assure or guarantee any returns.

Taurus Banking & Financial Services Fund is a Equity - Sectoral fund was launched on 22 May 12. It is a fund with High risk and has given a CAGR/Annualized return of 14.7% since its launch.  Ranked 38 in Sectoral category.  Return for 2018 was 4.3% , 2017 was 37.6% and 2016 was 5.1% .

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

Taurus Banking & Financial Services Fund
Growth
Launch Date 22 May 12
NAV (18 Jun 19) ₹26.4 ↑ 0.12   (0.46 %)
Net Assets (Cr) ₹7 on 30 Apr 19
Category Equity - Sectoral
AMC Taurus Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.98
Sharpe Ratio 0.42
Information Ratio -0.79
Alpha Ratio -4.74
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-7 Days (0.5%),7 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 14₹10,000
31 May 15₹11,793
31 May 16₹10,940
31 May 17₹14,191
31 May 18₹15,890
31 May 19₹18,153

Taurus 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 ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Taurus 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 18 Jun 19

DurationReturns
1 Month 4.3%
3 Month 4.5%
6 Month 12.4%
1 Year 13.5%
3 Year 17.2%
5 Year 11.3%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 4.3%
2017 37.6%
2016 5.1%
2015 -16.3%
2014 59.6%
2013 -12.8%
2012
2011
2010
2009
Fund Manager information for Taurus Banking & Financial Services Fund
NameSinceTenure
Prasanna Pathak30 Jun 171.59 Yr.

Data below for Taurus Banking & Financial Services Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services93.5%
Asset Allocation
Asset ClassValue
Cash6.5%
Equity93.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK
23%₹1 Cr36,230
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK
18%₹1 Cr5,088
↓ -241
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | KOTAKBANK
13%₹1 Cr6,219
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
12%₹1 Cr10,125
State Bank of India (Financial Services)
Equity, Since 31 May 12 | SBIN
7%₹0 Cr15,428
Net Receivable / Payable
Net Current Assets | -
7%₹0 Cr
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 17 | 500034
3%₹0 Cr682
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | INDUSINDBK
3%₹0 Cr1,307
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | FEDERALBNK
2%₹0 Cr13,043
RBL Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | RBLBANK
2%₹0 Cr1,544

As said above, selecting a best Mutual Fund is a tedious task requiring research. You have to be careful in selecting the best mutual fund scheme, one should assess all the risks and take into consideration the many factors that go into selecting the top and best mutual fund. Investing regularly reduces the risk of volatility and gives you better returns. If one invests consistently over time it will lead to good results in the future. Always remember, it's not market timing that makes money, it's the time you spend in the market!

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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