Many investors looking for high returns opt for stock markets. But investing in stock markets requires a thorough understanding of the market and stocks. Apart from that, it also requires a high tolerance of risk and volatility.
On the other hand, equity mutual funds prove to be better for investors. The fund manager brings in professional knowledge of equity investing and makes equity mutual funds a safer option compared to direct equity investment.
The estimation here is to select suitable funds. This has to be suitable to you and not because the Joneses selected it. How do you do that?
Aditya Birla SL – Tax Relief 96 Fund (G)
This is an ELSS fund and its objective is to have long-term growth of capital through a portfolio. Its target allocation is 80% equity and 20% debt and money market security. This two-decade-old fund has had consistent records.
- Axis – Long-Term Equity (G)
This is an ELSS fund aimed at capital appreciation from a diverse portfolio of chiefly equity assets. Dominant sector distribution consists of finance, banking, automobiles, consumer durables and industrial products.
L&T – India Value Fund (G)
This is a multi-cap fund having a diverse portfolio which concentrates on undervalued equity securities, including the potential to invest in foreign securities. Dominant sector distributions comprise of finance, banking, consumer non-durables, petroleum, cement, and construction.
SBI – Blue Chip Fund-Reg (G)
This is an actively managed blue-chip fund holding a diverse basket of large-cap equity stocks. This has demonstrated persistent performance.
Mirae Asset Emerging Bluechip Fund (G)
This is a large and midcap equity scheme that has a magnificent track record of returns. There are immense alpha and insignificant beta.
Kotak-Standard Multicap Fund (G)
This is a multi-cap fund which invests across the large-cap, mid-cap, and small-cap stocks, but normally concentrates on some sectors like finance, banks, petroleum, cement, software, auto, etc.
ICICI Pru – Equity and Debt Fund (G)
This is a hybrid scheme which has a charismatic equity debt allocation. It is a balanced fund and suits investors who look for long-term capital appreciation and current income as a result of the fund’s mix of equity and fixed income securities.
DSP BR Equity Opportunities Fund (G)
This is a large and mid-cap fund that invests in equity stocks of not only India but also emerging Asian territories. Dominant holdings are in bank, finance, software, steel and healthcare sectors.
Motilal Oswal- Multicap 35 REG (G)
This is relatively young but surpasses many funds. It invests in equity and equity related instruments across sectors and market capitalizations. Dominant allocations include finance, banks, auto, pharmacy, petroleum, software, transport, and gas.
Axis- Focused 25 (G)
This is an equity scheme and invests in a robust portfolio of equity stocks. Dominant allocations amount to finance, banks, auto, industrial capital goods, cement, software, and textile.
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