To solve all the hassles, we have come up with the list of top 10 Mutual Fund schemes that you could prefer investing in. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, peer average returns, etc. You can invest in these schemes in two ways- either by taking a SIP route or a lump sum way.
In a lump sum mode of investment, investors can invest a considerable amount as a one-time down payment in the scheme, whereas in a SIP mode, investors can invest at regular intervals that can be monthly, quarterly and annually. The minimum investment amount in a lump sum could range from INR 1000-5000, while in a SIP you can start investing with just INR 500.
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You can invest in Mutual Funds as per your risk appetite. There is an array of schemes for all kinds of risk takers. Right from conservative investors to high-risk investors, everyone can invest in Mutual Fund schemes
Mutual Funds provide you with a plethora of tax benefits
Mutual Funds can give you better returns and cash flows than any other traditional investment options like FDs, etc.
You can get a right amount of diversification by investing in Mutual Funds. You can hold numbers of various schemes in your portfolio
Mutual Funds are affordable. One can start their investment with an amount as low as INR 500 via a SIP
The money you invest in managed by a team of an expert. They have real-time access to the market and they are able to execute trades on the most cost-effective scale
Your Mutual Fund investments are in safe hands. Every Mutual Fund is regulated by SEBI (The Securities and Exchange Board of India), hence all the fund that you invest runs in a transparent manner and is secured.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) Franklin Asian Equity Fund Growth ₹25.1076
₹138 12.2 11.4 22.8 13 9.4 28.2 Axis Focused 25 Fund Growth ₹31.31
₹9,110 4.8 15.5 22.2 18 11.9 14.7 Kotak Equity Opportunities Fund Growth ₹134.912
₹2,928 12.4 17.5 20.3 13 10.1 13.2 DSP BlackRock US Flexible Equity Fund Growth ₹28.2945
₹272 8.1 12.6 19.9 13.4 11.8 27.5 DSP BlackRock Equity Opportunities Fund Growth ₹243.633
₹5,589 7.3 16 18.5 11.3 10.4 11.4 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹31.15
₹1,995 7.4 12.9 18 14.9 11.9 14.9 ICICI Prudential Banking and Financial Services Fund Growth ₹70.93
₹3,592 12 11.3 17.6 16.5 12.5 14.5 Kotak Standard Multicap Fund Growth ₹38.608
₹29,598 7.8 12.4 17.1 13.6 10.3 12.3 Tata Retirement Savings Fund - Progressive Growth ₹31.947
₹743 4.8 13.5 16.9 14.4 10.9 11.5 SBI Small Cap Fund Growth ₹57.1548
₹3,156 9.1 16.5 16.8 15.1 13.8 6.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20
The best way to spot a good fund by yourself is by looking at both its qualitative and quantitative measures-
Investors should do a fair assessment of the funds’ performances for over a period of time. It is suggested to go choose a fund that consistently beats its benchmark for over 4-5 years.
AUM is the Asset Under Management. One 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.
It is advisable to go for a fund manager who has been consistent over his career. As, a fund manager is responsible for making investment decisions for the fund’s portfolio, it becomes important to consider a fund managed by an experienced fund manager.
It is important to always look at the quality & reputation of the fund house. A fund house with a strong-consistent track record, start funds/good performing funds, etc., is the one to invest in.
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