Top Mutual Funds For Financial Year 2019 | Financial Advisory | MoneyMindz

By | 07/06/2018
Top Mutual Funds for Financial Year 2019 | Financial Adviser | MoneyMindz

MoneyMindz – India’s First Free Online/On-call Financial Advisory Portal | Top Mutual Funds for Financial Year 2019

In the recent months, rates of crude oil and bond yields have risen resulting in volatility of the equity market.  This, however, can be converted into an opportunity to make money in the long term.

India’s growth story remains unharmed so an investor could make notable returns in the long term. There has been moderate growth in FY 2018 on account of demonetization and introduction of GST (Goods and Services Tax). Hence, it is anticipated that in FY 2019, not only will the economic growth recover but also the income from corporate sector also has been anticipated to rise.

In order to beat inflation and create capital in the long run, you can try opting for SIP or Systematic Investment Plan that will constantly invest an established sum in mutual fund schemes. You have the advantage of Power of Compounding, Rupee Cost Averaging and Disciplined Investing, which results in getting rid of unpredictability. The capital in SIP gets debited automatically from the investor’s bank account resulting in investors having options to build up, cut down and halt the SIP as they please.

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Did you know that an investor can invest Rs 500 in a scheme per month?

Since many people want to create long-term wealth, retail investors are flocking in SIP in large numbers in Equity Mutual Funds.

Here are some Mutual Funds where you can invest to create capital in the long run.

Name of the Scheme Corpus Absolute Return (%)

6 Months     1 Year

Compound Annual Growth Rate Return (%)

 

3 Years       5 Years

Value of SIP of Rs. 10,000 P.M (Lakhs)

 

 

3 Y          5 Y        10 Y

HDFC Balanced Funds (G) Rs 21,779
-0.8 8.4
11.0 18.7
4.3 8.7 28.5
ICICI Pru Equity & Debt Fund (G) Rs 28,807
-1.9 7.8
11.0 117.3
4.3 8.6 27.4
Axis Focused 25 Fund (G) Rs  3,714
7.5 22.9
15.3 17.9
4.9 9.6
Tata Equity P/E Fund (G) Rs 3,520
0.7 14.6
15.4 24.2
4.8 10.2 32.3
DSP Black Rock Midcap Fund Rs 5,720
0.1 10.8
16.5 25.6
4.6 10.2 36.0

 

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HDFC Balanced Fund :

  1. The aim is to maintain an effectively diversified portfolio across market capitalizations.
  2. The fund invests in companies with leadership positions in their industry with superior growth potential at a reasonable price.
  3. Fund manager actively manages the debt (debt fund) portfolio based on the interest rate outlook.
  4. Investors can follow the balanced approach 65% equity and 35% debt and invest in the scheme to create wealth in the long run.
  5. It is Ranked 1 in Balanced category by CRISIL.

[Get Free Financial Advice On HDFC Balanced Fund Visit: www.moneymindz.com]

ICICI Pru Equity & Debt Fund (Erstwhile ICICI Pru Balanced Fund) : 

  1. Equity Oriented Balanced Fund, that does tactical allocation between debt (hybrid funds) and equity looking at the market outlook to make sure there is an optimal risk-reward.
  2. Exposure to debt market is raised when the market is overvalued and rises its allocation to equity when the market is undervalued.
  3. Investors can follow the balanced approach 65% equity and 35% debt and invest in the schemer to create wealth in the long run.
  4. It is Ranked 2 in Balanced category by CRISIL (Credit Rating Information Services of India Limited).

[Get Free Financial Advice On ICICI Pru  Equity & Debt Fund Visit: www.moneymindz.com]

Axis Focused 25 Fund :

  1. Equity Fund investing in maximum 25 high conviction stocks from the top 200 stocks by market capitalization.
  2. Method of the fund is to invest in quality companies having credible management, sustainable profit growth, cash flow and clean balance sheet.
  3. Investors willing to take exposure in high conviction midcap and large-cap stocks can invest to create wealth in the long term.
  4. It is Ranked 2 in Diversified Equity Category by CRISIL.

[Get Free Financial Advice On Axis Focused 25 Fund Visit: www.moneymindz.com]

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Tata Equity P/E Fund :

  1. A Value Conscious Equity Fund aiming to invest 70-100% AUM (Asset Under Management) in stocks of a year rolling PE ratio that’s lower than a year of rolling PE ratio of BSE Sensex.
  2. Remaining Asset Under Management is allocated to other equity and debt instruments.
  3. Value-conscious investors willing to invest in mid-cap and large-cap stocks can invest.
  4. It is Ranked 1 in Diversified Equity category by CRISIL.

[Get Free Financial Advice On Tata Equity P/E Fund Visit: www.moneymindz.com]

DSP BlackRock Mid-Cap Fund :

  1. Invests in stocks market further than the top 100 companies with regard to market capitalization.
  2. The fund manager invests in small-cap and mid-cap stocks with consistent earning and significant growth potential.
  3. Investors willing to invest in small-cap and mid-cap stocks can invest in this fund to create wealth in the long run.
  4. It is Ranked 3 in Small and Midcap category by CRISIL.

[Get Free Financial Advice On DSP BlackRock Mid-Cap Fund Visit: www.moneymindz.com]

CRISIL is Credit Rating Information Services of India Limited, a global analytical company that provides ratings, research and risk and policy advisory services.

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