Wednesday, 13 September 2017

Best Mutual Funds are Here to Invest: Read This to Know About Them

When it comes to investing in MFs, it would not be wrong to say that it is not everyone’s cup of tea . That’s Right! As it requires a lot of research and expertise to know about the best mutual funds to invest that can give you maximum returns in the future. 



However, gone are the days when investing in mutual funds was considered to be a confusing and a time-taking process. Today, with the presence of many renowned websites it is possible for an investor to search the best funds easily and then invest in the same. 

So, if you are someone who wants to reap the maximum benefits, all you need to do is just read the article further. Yes, we are here to help by letting you know about the best funds where you can freely invest to reap the maximum returns.

Be it equity, debt or hybrid, we got you covered by updating you about the top-performing mutual funds. So, without wasting any time further, let’s just get started!

Equity Funds

ICICI Prudential Focused Bluechip Equity Fund


NAV:38.43
Return Since Inception:15.55%
Started On:23 May, 2008
1 Year Return:19.31%
5 Year SIP Returns:17.56%
Horizon:Long Term Horizon
AUM:₹ 14336.63 Cr
CRISIL Rating:2
Expense Ratio:2.09%
Minimum Investment:₹ 5,000
Fund Manager: Sankaran Naran and Rajat Chandak


Portfolio Holdings: HDFC Bank Ltd (7.33%), ICICI Bank Ltd (6.84%), ITC Ltd (4.1%), Maruti Suzuki India Ltd (4.06%), Bajaj Finserv Ltd. (3.84%), State Bank of India (3.78%), Axis Bank Ltd.(3.54%), Motherson Sumi Systems Ltd (3.25%), National Thermal Power Corp. Ltd (3.19%), Housing Development Finance Corpn. Ltd (3.15%)

Reliance Top 200 Fund

NAV:30.85
Return Since Inception:11.79%
Started On:8 August,2007
1 Year Return:20.89%
10 Year SIP Returns:15.51%
Horizon:Long Term Horizon
AUM:₹ 4588.8 Cr
CRISIL Rating:3
Expense Ratio:2.01%
Minimum Investment:₹ 5,000
Fund Manager: Ashwani Kumar and Sailesh Raj Bhan

Portfolio Holdings: State Bank of India (5.81%), HDFC Bank Ltd (5.03%), ITC Ltd (4.61%), Infosys Ltd. (4.39%), Tata Steel Ltd.(4.17%), Axis Bank Ltd.(3.93%), ICICI Bank Ltd (3.9%), Indian Oil Corpn. Ltd.(3.17%), ACC Ltd. (3.14%), Mahindra & Mahindra Ltd. (3.08%)
Debt Fund

Birla Sun Life Floating Rate Fund Short Term Plan

NAV:222.72
Return Since Inception:8.03%
Started On:10 October,2005
1 Year Return:6.82%
Horizon:Short Term Horizon
AUM:₹ 11680.87 Cr
CRISIL Rating:5
Expense Ratio:0.27%
Minimum Investment:₹1,000
Fund Manager:Kaustubh Gupta and Mohit Sharma

Portfolio Holdings: Vedanta Ltd. 91-D 18/09/2017 (5.98%), Steel Authority Of India Ltd. 91-D 16/10/2017 (5.31%), Reserve Bank of India 80-D 18/09/2017 (4.44%), IDFC Bank Ltd. 15/09/2017 6.40%(4.28%), South Indian Bank Ltd. 20/11/2017 (4.22%), Indiabulls Real Estate Ltd. 60-D 17/10/2017.(3.38%), IL&FS Transportation Networks Ltd. 59-D 04/09/2017 (2.57%), JSW Steel Ltd. 91-D 18/09/2017(2.56%), Axis Bank Ltd. 28/09/2017 (2.5%), Talwandi Sabo Power Ltd. 87-D 17/11/2017. (2.45%)
ICICI Prudential Liquid Plan

NAV:247.22
Return Since Inception:7.95%
Started On:17 November,2005
1 Year Return:6.75%
Horizon:Short Term Horizon
AUM:₹ 33814.63 Cr
CRISIL Rating:1
Expense Ratio:0.15%
Minimum Investment:₹500
Fund Manager:Rahul Goswami and Rohan Maru

Portfolio Holdings: Reserve Bank of India 91-D 19/10/2017 (13.55%), Reserve Bank of India 91-D 12/10/2017 (9.62%), Reserve Bank of India 80-D 18/09/2017 (6.98%), Housing Development Finance Corpn. Ltd. 91-D 05/10/2017 (3.76%), National Bank For Agriculture & Rural Development 84-D 30/11/2017 (2.62%), Reserve Bank of India 91-D 02/11/2017 (2.58%), HDFC Bank Ltd. 11/10/2017  (2.26%), Reserve Bank of India 91-D 17/11/2017(1.87%), L&T Finance Ltd. 91-D 27/09/2017 (1.77%), National Bank For Agriculture & Rural Development (1.75%)
Hybrid Funds

HDFC Balanced Fund

NAV:144.31
Return Since Inception:16.99%
Started On:11 SEptember,2000
1 Year Return:19.06%
10Year SIP Returns:17.8%
Horizon:Medium Horizon
AUM:₹ 14766.71 Cr
CRISIL Rating:2
Expense Ratio:1.95%
Minimum Investment:₹500
Fund Manager: Chirag Setalvad

Portfolio Holdings: HDFC Bank Ltd. (5.47%), Larsen & Toubro Ltd. (3.42%), ITC Ltd. (3.3%), Reliance Industries Ltd. (3.29%), ICICI Bank Ltd. (3.27%), Infosys Ltd. (3.07%), Housing Development Finance Corpn. Ltd (2.54%), Aurobindo Pharma Ltd (2.4%), Power Grid Corpn. Of India Ltd (2.16%), State Bank of India (2.09%)
DSP BlackRock Balanced Fund

NAV:144.1
Return Since Inception:15.69%
Started On:27 May,1999
1 Year Return:16.30%
10Year SIP Returns:14.47%
Horizon:Medium Horizon
AUM:₹5690.76 Cr
CRISIL Rating:2
Expense Ratio:2.48%
Minimum Investment:₹1,000
Fund Manager: Vikarm Chopra, Atul Bhole and Pankaj Sharma

Portfolio Holdings: HDFC Bank Ltd. (3.83%), Tata Sons Ltd. (3.52%), ITC Ltd. (3.27%), Yes Bank Ltd. (3.01%), ICICI Bank Ltd. (2.85%), State Bank of India(2.78%), Federal Bank Ltd (2.6%), Bajaj Finance Ltd. (2.59%), Dalmia Bharat Ltd. (2.39%), Housing Development Finance Corpn. Ltd (2.22%) 


Disclaimer: Mutual Fund Investments are subject to market risks, read all scheme related documents carefully before investing.

1 comment:

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