Investing in equity funds is quite exciting and can be highly beneficial for your portfolio as it will help you generate wealth much faster than other instruments.
Here are the top Equity Mutual Fund you must be investing in 2020;
AUM: Rs. 24,635 Crore
Expense ratio: 1.20%
Time Period | 1 Year | 3 Years | 5 Years |
Return | 11.63% | 15.10% | 10.39% |
Source: Value Research. Returns as of Date 23 December 2019.
ICICI Prudential Bluechip Fund is a large-cap fund that is predominantly invested in Indian stocks with around 92.5% investment. The fund is spread across Large Cap and Mid-Cap with 92.53% and 7.47% respectively. The fund house has also maintained a 1.40% investment in debt fund all of which are government securities to balance out the volatility from equity investments.
This fund is best suited for investors who are here to stay invested over a longer-term, earn greater returns and have a moderate risk appetite.
AUM: Rs. 16,519 Crore
Expense ratio: 0.60%
Time Period | 1 Year | 3 Years | 5 Years |
Return | 14.91% | 17.83% | 13.03% |
Source: Value Research. Returns as of Date 23 December 2019.
The Mirae Asset Large Cap fund is managed by the Mirae Asset Mutual Fund house and is one of the best mutual funds available in the Large Cap segment. The fund is spread across Large-Cap, Mid-Cap and Small-Cap stocks with 83.51%, 14.87%, and 1.62% respectively. The risk profile of this fund, however, is a little high making it a moderately risky fund.
Investors who are here to stay invested over a considerable period of like 4 to 5 years and have a decent risk appetite must go for investing in this fund.
AUM: Rs. 9,481 Crore
Expense ratio: 0.64%
Time Period | 1 Year | 3 Years | 5 Years |
Return | 21.73% | 23.09% | 12.35% |
Source: Value Research. Returns as of Date 23 December 2019.
Axis Bluechip Fund is a mutual fund that has been a consistent performer across all categories. The fund was launched in January 2010 and is going to turn 10 soon. If you are looking out for one of the best mutual funds to invest in, Axis Bluechip Fund is the answer.
Axis Bluechip Fund is a Large-Cap Fund that is predominantly invested in Indian Equities with around 81.70% investment. The fund is spread across Large Cap, and Mid-Cap stocks with 99.54% and 0.46% respectively.
AUM: Rs. 3,035 Crore
Expense ratio: 0.98%
Time Period | 1 Year | 3 Years | 5 Years |
Return | 7.57% | 16.70% | 15.98% |
Source: Value Research. Returns as of Date 23 December 2019.
Managed by the SBI mutual fund house, the SBI Small-Cap fund is a great option for investing the SIP way. The fund predominantly invests in Small-Cap stocks with 68.84% investment, 5.99% in Large-Cap stocks and 25.17% in Mid-Cap stocks.
Investors with moderately high-risk appetite must look to invest in this fund that generates considerable returns over the course of the investment.
AUM: Rs. 6,771 Crore
Expense ratio: 1.20%
Time Period | 1 Year | 3 Years | 5 Years |
Return | 9.88% | 12.35% | 11.53% |
Source: Value Research. Returns as of Date 23 December 2019.
DSP Midcap fund is a mutual fund of category mid-caps managed by the DSP Mutual Fund house. The fund has been performing quite well over the years with 21.92% investment in Large-Cap stocks, 70.68% in Mid-Cap stocks and 7.40% in Small Cap stocks.
Investors with moderately high-risk appetite must look to invest in this fund that generates considerable returns over the course of the investment.
AUM: Rs. 9,229 Crore
Expense ratio: 0.83%
Time Period | 1 Year | 3 Years | 5 Years |
Return | 15.70% | 19.01% | 16.96% |
Source: Value Research. Returns as of Date 23 December 2019.
Mirae Asset Emerging Bluechip fund is a Large and Mid-Cap fund which is predominantly invested in Indian stocks with around 99.60% investment. The fund is spread across Large-Cap, Mid-Cap and Small-Cap stocks with 52.90%, 41.77%, 5.33% respectively.
This fund is best suited for investors who are here to stay invested over a longer-term, earn greater returns and have a moderately high-risk appetite.
AUM: Rs. 2,480 Crore
Expense ratio: 1.18%
Time Period | 1 Year | 3 Years | 5 Years |
Return | 15.61% | 14.84% | 11.63% |
Source: Value Research. Returns as of Date 23 December 2019.
Parag Parikh Long Term Equity Fund is a Multi-Cap Fund 65.93% investment in Indian stocks and the remaining in US Stocks. The fund is spread across Large-Cap, Mid-Cap and Small-Cap with 64.97%, 23.19%, and 11.84% respectively.
This fund is best suited for investors who are here to stay invested over a longer-term, earn greater returns and have a moderately high-risk appetite. It is also suitable for investors who are looking for exposure to international markets.
AUM: Rs. 29,096 Crore
Expense ratio: 0.87%
Time Period | 1 Year | 3 Years | 5 Years |
Return | 14.56% | 16.69% | 12.62% |
Source: Value Research. Returns as of Date 23 December 2019.
The Kotak Standard Multi-Cap Fund is managed by the Kotak Mahindra Mutual Fund house and is one of the best funds available in the market in the Multi-Cap segment. The fund was launched on 11th September 2009 and has been performing well ever since.
The fund has invested approximately 74.66% of its AUM in Large Cap stocks, 23.52% in Mid-Cap stocks and 1.83% in Small Cap stocks. The risk profile of this fund is moderately risky.
What is an Equity Mutual Fund?
Equity Mutual Fund is a type of mutual fund that predominantly invests in the stocks and shares of a company. Simply put, the minimum investments in equities should be 65% for a fund to be declared as an equity fund. The remaining 35% can be invested as per choice in money market securities, debt securities, etc. the equity funds are slightly on the higher side as far as risk is concerned but are fully capable of providing with inflation-beating returns.
Happy Investing!