Top 10 Equity Mutual Funds in 2016
Equity Mutual Funds are known for high returns but comes with moderate to high risks. In order to take advantage of price movements of several stocks, equity mutual funds will help to reach your financial goal.
There are more than 150 Equity Mutual Funds present in the market and it really becomes difficult to choose one. With this blog, based on the analysis done on the data available on the date of blog post, I recommend these mutual funds for long term investment. These mutual funds are selected based on certain parameters.
These funds are designed in such a way that one can get good returns but the risk involved would be less as compared to other mutual funds available in the market. All the funds are from reputed corporate houses making it more credible to buy these stocks for long term perspective.
There would be other equity mutual funds which can give more returns than this but the chances and stability of those funds are less making it highly volatile to enter to these funds. Also, these funds are run by professional fund managers making it more credible to invest in these funds and also little bit safe, secure.
Direct Plans are also preferred as there is no intermediary between the investor and mutual fund company as compared to other plans where there would be some intermediary. Direct plan would help to eliminate commissions which will help to buy more at same price.
To research more about other equity mutual funds one can visit www.valueresearchonline.com or www.mutualfundsindia.com
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There are more than 150 Equity Mutual Funds present in the market and it really becomes difficult to choose one. With this blog, based on the analysis done on the data available on the date of blog post, I recommend these mutual funds for long term investment. These mutual funds are selected based on certain parameters.
 |
| Equity Mutual Funds |
Parameters for Filteration
- Minimum Net Assets - Rs. 2000 Crs.
- Minimum 1 Yr Past Returns - 7%
- Minimum 3 Yr Past Returns - 20%
- Minimum 5 Yr Past Returns - 24%
- Fund Rating - 4 and 5 star only
- Fund Risk Grade - Low, Below Average, Average only
| Fund | Rating | Net Assets (Cr) | 1-Year Return | 3-Year Return | 5-Year Return | Fund Risk Grade |
| DSP BlackRock Micro Cap Fund - Direct Plan | * * * * * | 2776.61 | 18.7 | 46.45 | - | Below Average |
| DSP BlackRock Micro Cap Fund - Regular Plan | * * * * | 2776.61 | 17.83 | 45.46 | 25.81 | Average |
| Franklin India Smaller Companies Fund - Direct Plan | * * * * * | 2963.23 | 15.33 | 39 | - | Low |
| Reliance Small Cap Fund - Direct Plan | * * * * | 2076.08 | 14.38 | 43.65 | - | Above Average |
| Franklin India Smaller Companies Fund | * * * * | 2963.23 | 13.79 | 37.47 | 24.96 | Low |
| Franklin India Prima Fund - Direct Plan | * * * * * | 4015.89 | 10.68 | 33.27 | - | Below Average |
| SBI Bluechip Fund - Direct Plan | * * * * * | 6344.49 | 8.26 | 24.46 | - | Low |
| Franklin India Prima Fund | * * * * | 4015.89 | 9.45 | 31.78 | 21.79 | Below Average |
| Kotak Select Focus Fund - Direct Plan | * * * * * | 4729.9 | 8.01 | 25.69 | - | Below Average |
| HDFC Mid-Cap Opportunities Fund - Direct Plan | * * * * | 10997.44 | 7.14 | 32.32 | - | Below Average |
These funds are designed in such a way that one can get good returns but the risk involved would be less as compared to other mutual funds available in the market. All the funds are from reputed corporate houses making it more credible to buy these stocks for long term perspective.
There would be other equity mutual funds which can give more returns than this but the chances and stability of those funds are less making it highly volatile to enter to these funds. Also, these funds are run by professional fund managers making it more credible to invest in these funds and also little bit safe, secure.
Direct Plans are also preferred as there is no intermediary between the investor and mutual fund company as compared to other plans where there would be some intermediary. Direct plan would help to eliminate commissions which will help to buy more at same price.
To research more about other equity mutual funds one can visit www.valueresearchonline.com or www.mutualfundsindia.com
Top 10 Equity Mutual Funds in 2016
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Reviewed by Unknown
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