Article

5 Best Equity Mutual Funds To Invest In

23 Nov 2017 Jitender Singh

Equity mutual funds are one of the best ways to create wealth in long term in equity market since historically it has been seen that equity based investments have given inflation beating returns over long-term despite short-term volatilities. Besides, equity mutual fund is a right way for investors to invest in equity market who do not understand market. The Indian mutual fund industry is well regulated, transparent and mature.

Investors can start investing in mutual funds via Systematic Investment Plan (SIP). It is a way to invest a particular amount in mutual funds regularly for a pre-defined period. Instead of timing the market, investors can regularly invest in the market and can reap the benefit of ‘Rupee Cost Averaging’.

In mutual fund industry there are numerous mutual funds available. So it becomes very difficult for an investor to select the best mutual fund. Thus, to make the selection process easier, we have selected the five equity mutual funds to create wealth in the long-term.

Scheme Name

AUM (Rs. Cr.)

1 Y (%)

3 Y (%)

5 Y (%)

Axis Focused 25 Fund(G)

5,904

3.1

15.1

16.6

DSP Midcap Fund-Reg(G)

5,249

-7.5

12.5

22.7

Franklin India Prima Fund(G)

6,127

-5.7

11.0

22.2

SBI BlueChip Fund-Reg(G)

19,097

-1.6

9.8

16.6

Tata Equity P/E Fund(G)

4,746

-4.5

15.0

21.8

1 year returns are absolute; Returns greater than 1 year are CAGR
AUM as of October 2018; Returns as on November 16, 2018
Source: ACE MF

Axis Focused 25 Fund

  • It is an equity fund that invests in high conviction stocks, maximum 25 stocks, from top 200 stocks by market capitalization. The fund’s strategy is to invest in quality companies with credible management, sustainable profit growth and cash flow, and having clean balance sheet.

  • Investors who want to take exposure in high conviction large-cap and mid-cap stocks can invest in the fund to create wealth in long term.

     

DSP Midcap Fund

  • It invests in stocks beyond top 100 companies, based on market capitalization. The fund manager follows bottom-up approach to select the stocks and invests in stocks with consistent earnings and significant growth potential.

  • Investors who want to primarily invest in mid-cap and small-cap stocks can invest in this fund to create wealth in long term.

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 to grow.

  • Investors who want to primarily invest in Midcap stocks can invest in this fund to create wealth in long term.

SBI BlueChip Fund

  • It is an equity fund, which primarily invests in top 100 stocks by market capitalization. The fund invests in companies which have significant market share and are market leaders in their industries.

  • Investors who want to primarily invest in large-cap stocks can invest in this fund to create wealth in long term.

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.

  • Investors who are value conscious and want to invest in large-cap and mid-cap stocks can invest in the fund.

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5 Best Equity Mutual Funds To Invest In

23 Nov 2017 Jitender Singh

Equity mutual funds are one of the best ways to create wealth in long term in equity market since historically it has been seen that equity based investments have given inflation beating returns over long-term despite short-term volatilities. Besides, equity mutual fund is a right way for investors to invest in equity market who do not understand market. The Indian mutual fund industry is well regulated, transparent and mature.

Investors can start investing in mutual funds via Systematic Investment Plan (SIP). It is a way to invest a particular amount in mutual funds regularly for a pre-defined period. Instead of timing the market, investors can regularly invest in the market and can reap the benefit of ‘Rupee Cost Averaging’.

In mutual fund industry there are numerous mutual funds available. So it becomes very difficult for an investor to select the best mutual fund. Thus, to make the selection process easier, we have selected the five equity mutual funds to create wealth in the long-term.

Scheme Name

AUM (Rs. Cr.)

1 Y (%)

3 Y (%)

5 Y (%)

Axis Focused 25 Fund(G)

5,904

3.1

15.1

16.6

DSP Midcap Fund-Reg(G)

5,249

-7.5

12.5

22.7

Franklin India Prima Fund(G)

6,127

-5.7

11.0

22.2

SBI BlueChip Fund-Reg(G)

19,097

-1.6

9.8

16.6

Tata Equity P/E Fund(G)

4,746

-4.5

15.0

21.8

1 year returns are absolute; Returns greater than 1 year are CAGR
AUM as of October 2018; Returns as on November 16, 2018
Source: ACE MF

Axis Focused 25 Fund

  • It is an equity fund that invests in high conviction stocks, maximum 25 stocks, from top 200 stocks by market capitalization. The fund’s strategy is to invest in quality companies with credible management, sustainable profit growth and cash flow, and having clean balance sheet.

  • Investors who want to take exposure in high conviction large-cap and mid-cap stocks can invest in the fund to create wealth in long term.

     

DSP Midcap Fund

  • It invests in stocks beyond top 100 companies, based on market capitalization. The fund manager follows bottom-up approach to select the stocks and invests in stocks with consistent earnings and significant growth potential.

  • Investors who want to primarily invest in mid-cap and small-cap stocks can invest in this fund to create wealth in long term.

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 to grow.

  • Investors who want to primarily invest in Midcap stocks can invest in this fund to create wealth in long term.

SBI BlueChip Fund

  • It is an equity fund, which primarily invests in top 100 stocks by market capitalization. The fund invests in companies which have significant market share and are market leaders in their industries.

  • Investors who want to primarily invest in large-cap stocks can invest in this fund to create wealth in long term.

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.

  • Investors who are value conscious and want to invest in large-cap and mid-cap stocks can invest in the fund.

Research Disclaimer