Best Mutual Funds To Buy
One of the Best Ways to Create Wealth In The long Term In The Equity Market Is Through Equity Mutual Funds. Historically, It Has Been Observed That Equity Mutual Funds Have Outperformed Inflation in long Term Despite Short Term Volatilities.
Moreover, Indian Mutual
Fund Industry is Mature and Well Regulated.
Investors can Invest in lump Sum and/or via SIPs in Mutual Funds. SIP is a Method in which a Particular Amount is Invested In Mutual Funds Regularly for a pre Defined Period. SIPs Allow Investors to Reap the Benefit of ‘Rupee Cost Averaging’..
1 Aditya Birla SL Top 100 Fund
It is a large-cap equity fund, which primarily invests in top 100 stocks by market capitalization.
The fund follows growth cum value investment style to create wealth in long term.
As of November 2017, the fund had invested ~82% of its AUM in large-cap stocks and ~11% in mid-cap stocks.
Investors who want to primarily invest in large-cap stocks can invest in the fund to create wealth in the long term.
2 Tata Equity P/E Fund
It is a value conscious equity fund, which aims to invest 70-100% of its AUM in stocks whose 12 months rolling PE ratio is lower than
12 month rolling PE ratio of BSE Sensex.
The remaining AUM is allocated in other equity and debt instruments.
As of November 2017, the fund had invested ~61% of its AUM in large-cap stocks and ~31% in mid-cap stocks to generate higher
Investors who are value conscious and want to invest in large-cap and mid-cap stocks can invest in the fund.
3 Franklin India Prima Fund
It predominantly invests in small-cap and mid-cap stocks which tend to exhibit higher growth than large-cap stocks.
It aims to identify and invest in companies which are at an early stage of the business life cycle as they have an enormous potential
As of November 2017, ~66% of AUM was invested in mid-cap stocks, and ~23% in large-cap stocks to generate high returns for
Investors who want to primarily invest in mid-cap stocks can invest in this fund to create wealth in long term.
4 HDFC Mid-Cap Opportunities Fund
It is a mid-cap equity fund which has allocated, as of November 2017, ~61% of its AUM to mid-cap stocks, ~25% to large-cap stocks, and ~11% in small-cap stocks to generate high returns for investors.
It has well diversified portfolio with no more than ~10% exposure to any particular sector.
It has also managed its concentration risk, top 10 stocks account for only ~25% of the AUM.
Investors who want to primarily invest in mid-cap stocks with some exposure to small-cap stocks can invest in this fund to create
wealth in long term.
5 DSP BlackRock Small and Mid Cap Fund
It invests in stocks beyond top 100 companies, based on market capitalization.
The fund manager invests in small-cap and mid-cap stocks with consistent earnings and significant growth potential.
It follows bottom-up approach to select the
As of November 2017, ~54% of its AUM was invested mid-cap stocks, ~24% was invested in large-cap stocks, and ~17% in small-
cap stock to generate high returns for investors.
Investors who want to primarily invest in mid-cap and small-cap stocks can invest in this fund to create wealth in long term.
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