Top 12 Equity Mutual Funds for SIP Investment in 2018

Top 12 Equity Mutual Funds for SIP Investment in 2018

Roboadviso     Mutual Funds     Posted On, Mon 22nd January, 2018     No comments
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Mutual Funds SIP to invest in 2018

The year 2018 has brought cheer to the markets and the bull run has continued. Both the NSE Nifty and the BSE Sensex have crossed better than safe levels. The second week of January 2018 began with the breaching of the 10,600 level by the Nifty, while the Sensex continued to rise and reached the astounding mark of 34,350. The great performance of the markets has had a good effect on equity funds and consequently they have also yielded good returns.

Most experts believe that the bull run in the markets will continue for some time ensuring that the performance of equities remains strong. As the months pass by, capital is most likely to be moved from other classes of assets into the equities market due to the better returns. It may be noted that more than INR 5,950 crores are invested into mutual funds every month. Almost the same amount of money is being directly invested into stocks, PMS, AIF/alternative investment funds, and other such securities. As the months roll on, it is more likely that more investment is going to pour into the markets thereby gradually increasing the total amount currently invested in the equity markets.

People who want to make hay during this period of bull run but do not have the time to carry out research into different stocks, or are not good at picking the correct stocks, should opt for investments in equity mutual funds. Equity funds are managed by professionals and offer the best platform for investors to get good returns from increases in the prices of stocks.

Listed below are the best equity funds of 2018 as per different categories.

  • Mid Cap Equity Funds
    • Mirae Asset Emerging Bluechip is a mid cap equity fund that has offered 46.20 percent returns over the past 1 year. It has provided returns of 30.20 percent and 23.21 percent for the 5 and 3 year periods respectively. It may be noted that the 5 and 3 year returns are per annum or annualized.
    • Aditya Birla Sun Life Pure Value is a mid cap equity fund that has offered 52.45 percent returns over the past 1 year. It has provided returns of 29.66 percent and 20.57 percent for the 5 and 3 year periods respectively.
    • The L&T Midcap fund has offered 50.10 percent returns over the past 1 year. It has provided returns of 28.55 percent and 22.23 percent for the 5 and 3 year periods respectively.

 

  • Large Cap Equity Funds
    • Mirae Asset India Opportunities Fund is a large cap equity fund that has offered 36.59 percent returns over the past 1 year. It has provided returns of 20.18 percent and 15.16 percent for the 5 and 3 year periods respectively.
    • Kotak Select Focus Fund is a large cap equity fund that has offered 32.00 percent returns over the past 1 year. It has provided returns of 19.85 percent and 14.20 percent for the 5 and 3 year periods respectively.
    • ICICI Focused Bluechip is a large cap equity fund that has offered 31.78 percent returns over the past 1 year. It has provided returns of 16.97 percent and 12.32 percent for the 5 and 3 year periods respectively.

 

  • Multi Cap Equity Funds
    • Motilal Oswal Most Focused Multicap 35 Fund is a multi cap equity fund that has offered 40.19 percent returns over the past 1 year and returns of 20.05 percent for the three year period.
    • ICICI Prudential Nifty Next 50 is a multi cap equity fund that has offered 43.29 percent returns over the past 1 year. It has provided returns of 19.75 percent and 18.04 percent for the 5 and 3 year periods respectively.

 

  • Tax Planning Equity Funds
    • L&T Tax Advantage Fund is a tax planning equity fund that has offered 42.44 percent returns over the past 1 year. It has provided returns of 19.46 percent and 16.35 percent for the 5 and 3 year periods respectively.
    • IDFC Tax Advantage Fund is a tax planning equity fund that has offered 51.70 percent returns over the past 1 year. It has provided returns of 21.49 percent and 17.55 percent for the 5 and 3 year periods respectively.

 

  • Equity-Oriented Hybrid Equity Funds
    • Tata Retirement Savings Fund is a hybrid equity fund that has offered 36.55 percent returns over the past 1 year. It has provided returns of 20.06 percent and 16.08 percent for the 5 and 3 year periods respectively.
    • L&T India Prudence Fund is a hybrid equity fund that has offered 26.51 percent returns over the past 1 year. It has provided returns of 18.02 percent and 13.28 percent for the 5 and 3 year periods respectively.

Happy investing!

 

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