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5 Mutual Fund Picks for Diwali 2017

03 Apr 2018 Jitender Singh

On the auspicious occasion of Diwali, we have selected some mutual funds which can create wealth for you in the long term. Investors can invest in lump sum or via SIP. Systematic Investment Plan (SIP) is a way to invest in mutual funds regularly for a pre-defined period.

SBI BlueChip Fund

SBI BlueChip Fund does strategic allocation between equity and debt to generate high returns for investors. The fund has invested ~70% of its AUM in large-cap stocks and ~16% in mid-cap stocks. In last five years, it has outperformed its benchmark, S&P BSE Sensex, by ~7.4% CAGR.

Scheme Name 1 Year (%) 3 Years (%) 5 Years (%)
SBI BlueChip Fund-Reg(G) 11.7 14.1 18.5
S&P BSE Sensex 13.5 6.1 11.1
Category Return 15.8 12.2 15.5

1 year returns are absolute; 3 years and 5 years returns are CAGR
Returns as on October 09, 2017

Axis Focused 25 Fund

Axis Focused 25 Fund invests in 20-25 high conviction stocks from the top 200 stocks by market capitalization. The Fund invests in quality companies with sustainable profit growth and cash flow, credible management, and have clean balance sheet. As on August 2017, the fund has invested ~60% of its AUM in large-cap stocks and ~27% in mid-cap stocks to generate higher returns. In last 5 years, the fund has consistently outperformed its benchmark and category returns.

Scheme Name 1 Year 3 Years 5 Years
Axis Focused 25 Fund(G) 22.0 17.2 17.6
NIFTY 50 14.8 7.8 11.8
Category Return 15.8 12.2 15.5

1 year returns are absolute; 3 years and 5 years returns are CAGR
Returns as on October 09, 2017

HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Fund has allocated 58% to mid-cap stocks and ~27% to large-cap stocks to generate high returns for investors. It has low concentration risk with not more than ~10% exposure to any particular sector and top 10 stocks account for only ~25% of the AUM. In last 5 years, it has outperformed its benchmark, Nifty Free Float Mid-cap 100, by ~6.4% CAGR.

Scheme Name 1 Year (%) 3 Years (%) 5 Years (%)
HDFC Mid-Cap Opportunities Fund(G) 16.1 19.1 24.9
Nifty Free Float Midcap 100 16.0 17.5 18.5
Category Return 18.1 18.1 23.7

1 year returns are absolute; 3 years and 5 years returns are CAGR
Returns as on October 09, 2017

SBI Magnum Midcap Fund

SBI Magnum Midcap Fund has invested ~62% of its AUM in mid-cap stocks and ~25% in small-cap stocks to generate higher returns. It has a well diversified portfolio across different asset classes. In the last five years, the fund has outperformed its benchmark and category returns.

Scheme Name 1 Year (%) 3 Years (%) 5 Years (%)
SBI Magnum MidCap Fund-Reg(G) 7.6 17.3 25.8
S&P BSE SENSEX 13.5 6.1 11.1
Category Return 18.1 18.1 23.7

1 year returns are absolute; 3 years and 5 years returns are CAGR
Returns as on October 09, 2017

Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund has invested ~40% in mid-cap stocks and ~42% in small-cap stocks to generate significant alpha. It has a very well diversified portfolio of 74 stocks. The fund has outperformed its benchmark and category return over the last five years.

Scheme Name 1 Year (%) 3 Years (%) 5 Years (%)
Franklin India Smaller Cos Fund(G) 17.6 20.8 29.6
Nifty Free Float Midcap 100 16.0 17.5 18.5
Category Return 18.1 18.1 23.7

1 year returns are absolute; 3 years and 5 years returns are CAGR
Returns as on October 09, 2017

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5 Mutual Fund Picks for Diwali 2017

03 Apr 2018 Jitender Singh

On the auspicious occasion of Diwali, we have selected some mutual funds which can create wealth for you in the long term. Investors can invest in lump sum or via SIP. Systematic Investment Plan (SIP) is a way to invest in mutual funds regularly for a pre-defined period.

SBI BlueChip Fund

SBI BlueChip Fund does strategic allocation between equity and debt to generate high returns for investors. The fund has invested ~70% of its AUM in large-cap stocks and ~16% in mid-cap stocks. In last five years, it has outperformed its benchmark, S&P BSE Sensex, by ~7.4% CAGR.

Scheme Name 1 Year (%) 3 Years (%) 5 Years (%)
SBI BlueChip Fund-Reg(G) 11.7 14.1 18.5
S&P BSE Sensex 13.5 6.1 11.1
Category Return 15.8 12.2 15.5

1 year returns are absolute; 3 years and 5 years returns are CAGR
Returns as on October 09, 2017

Axis Focused 25 Fund

Axis Focused 25 Fund invests in 20-25 high conviction stocks from the top 200 stocks by market capitalization. The Fund invests in quality companies with sustainable profit growth and cash flow, credible management, and have clean balance sheet. As on August 2017, the fund has invested ~60% of its AUM in large-cap stocks and ~27% in mid-cap stocks to generate higher returns. In last 5 years, the fund has consistently outperformed its benchmark and category returns.

Scheme Name 1 Year 3 Years 5 Years
Axis Focused 25 Fund(G) 22.0 17.2 17.6
NIFTY 50 14.8 7.8 11.8
Category Return 15.8 12.2 15.5

1 year returns are absolute; 3 years and 5 years returns are CAGR
Returns as on October 09, 2017

HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Fund has allocated 58% to mid-cap stocks and ~27% to large-cap stocks to generate high returns for investors. It has low concentration risk with not more than ~10% exposure to any particular sector and top 10 stocks account for only ~25% of the AUM. In last 5 years, it has outperformed its benchmark, Nifty Free Float Mid-cap 100, by ~6.4% CAGR.

Scheme Name 1 Year (%) 3 Years (%) 5 Years (%)
HDFC Mid-Cap Opportunities Fund(G) 16.1 19.1 24.9
Nifty Free Float Midcap 100 16.0 17.5 18.5
Category Return 18.1 18.1 23.7

1 year returns are absolute; 3 years and 5 years returns are CAGR
Returns as on October 09, 2017

SBI Magnum Midcap Fund

SBI Magnum Midcap Fund has invested ~62% of its AUM in mid-cap stocks and ~25% in small-cap stocks to generate higher returns. It has a well diversified portfolio across different asset classes. In the last five years, the fund has outperformed its benchmark and category returns.

Scheme Name 1 Year (%) 3 Years (%) 5 Years (%)
SBI Magnum MidCap Fund-Reg(G) 7.6 17.3 25.8
S&P BSE SENSEX 13.5 6.1 11.1
Category Return 18.1 18.1 23.7

1 year returns are absolute; 3 years and 5 years returns are CAGR
Returns as on October 09, 2017

Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund has invested ~40% in mid-cap stocks and ~42% in small-cap stocks to generate significant alpha. It has a very well diversified portfolio of 74 stocks. The fund has outperformed its benchmark and category return over the last five years.

Scheme Name 1 Year (%) 3 Years (%) 5 Years (%)
Franklin India Smaller Cos Fund(G) 17.6 20.8 29.6
Nifty Free Float Midcap 100 16.0 17.5 18.5
Category Return 18.1 18.1 23.7

1 year returns are absolute; 3 years and 5 years returns are CAGR
Returns as on October 09, 2017

Research Disclaimer