The best performing Mutual Funds

 Equity oriented funds : If a fund is holding more than 65% of equity, it will be treated as Equity oriented fund.

Here we have taken six categories of equity fund. 

 

 Large cap funds

In large cap fund, the fund manager invests more than 80% of asset in large cap companies. This fund is less volatile.

Best Large cap funds

 

Exp ratio

1 yr return

(%)

3 yrs return

(%)

5 yrs return

(%)

DSP Black Rock Top 100 Equity

1.85

-1.75

22.65

13.41

Franklin India Blue-chip Equity 

1.81

-2.34

26.14

12.65

ICICI Pru Focus Blue chip Equity

1.82

-2.97

27.49

NA

Large and Mid cap funds

In Large and Mid cap fund, 60 to 80% of assets are invested in large cap companies and remaining in mid cap companies. They are more aggressive than large cap funds.

Best Large and mid cap funds

 

Exp ratio

1 yr return

(%)

3 yrs return

(%)

5 yrs return

(%)

UTI opportunities

1.94

5.14

29.21

18.07

UTI Dividend yield

1.84

-3.13

26.62

16.04

HDFC TOP 200

1.77

-5.76

27.92

15.15

Canara Robeco Equity diversified

2.28

0.98

30.58

15.09

 Multi cap funds

In multi cap funds, the compositions are combinations of large, mid and small cap companies. The proportion undergoes change depending on market conditions.

Best Multi cap funds

 

Exp ratio

1 yr return

(%)

3 yrs return

(%)

5 yrs return

(%)

Quantum long term equity

1.25

-0.62

32.52

15.35

HDFC Equity

1.78

-6.85

32.33

14.00

DSP Black Rock Equity

1.88

-3.74

26.60

14.16

TATA Equity PE

2.17

-2.61

28.45

14.99

Mid and Small cap funds

In Mid and Small cap funds, at least 60% of assets will be invested in mid and small cap companies. These funds are more volatile.

Best  Multi and small cap funds

Exp ratio

1 yr return

(%)

3 yrs return

(%)

5 yrs return

(%)

HDFC midcap opportunities

1.95

8.50

39.29

NA

IDFC premier equity

1.88

4.93

34.74

21.46

Birla SL dividend yield plus

2.07

1.40

32.90

17.35

ICICI prudential discovery

1.92

0.41

41.01

15.46

Balanced funds (Equity oriented)

In this category, minimum of 65% of assets are invested in equity and remaining 35% are invested in debt and other securities.

Best  Balanced funds

Exp ratio

1 yr return

(%)

3 yrs return

(%)

5 yrs return

(%)

HDFC Balanced

2.05

6.61

30.05

15.75

HDFC  prudence

1.79

1.16

31.71

15.09

HDFC Children gift fund invest

2.08

7.34

31.87

14.29

TATA Balanced

2.33

3.67

24.85

12.72

Birla sun life 95

2.29

-2.32

24.02

12.79

 Equity linked saving scheme fund (ELSS)

In equity linked saving scheme funds, there is a lock in period of three years. This scheme is eligible under 80C deduction. 

Best  Equity linked saving schemes

Exp ratio

1 yr return

(%)

3 yrs return

(%)

5 yrs return

(%)

ICICI Prudential Tax plan

1.98

-3.02

32.27

11.08

HDF

       

 Before starting investments in mutual fund or in any other instrument, one needs to undergo risk profiling first. Consult Fee only certified financial planner for unbiased recommendations. 

Last modified on Friday, 16 August 2013 12:28

Prakash Praharaj

Shri Prakash Praharaj has a passion for excellence. He has been awarded two gold medals for securing top positions both in Graduation and Post Graduation in Commerce. He is an MBA with specialization in Finance and marketing. He has been awarded Diploma in Treasury, Investment and Risk Management besides CAIIB from the Indian Institute of Bankers. He is a Certified Financial Planner from the Financial Planning standards Board, India (FPSB), affiliated to FPSB, Denver, USA and Certified Personal Financial Adviser from NISM. He is also a SEBI registered Investment Adviser vide Reg. no. INA 000000045 dated 2nd August 2013.His book "Your Every day guide to Personal Finance and Insurance" has been published by CNBC TV 18 in August 2015.

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