Warm Greeting To Our Readers!
Diversified Funds are mutual funds that aim at diversifying investments across multiple sectors, irrespective of the size or market capitalization.
A diversified fund has the flexibility to increase or decrease its exposure to large-caps, mid-caps, and small-cap investments depending on the fund manager’s perception of the market conditions and future market expectations.
Well, here I am listing some of the top diversified Mutual Fund Schemes to invest in this week. These funds are picked up based on their Returns, Latest Nav, Ratings, Performance, etc.
To receive a free advisory on Investments In Mutual Fund, contact our executives asap!
SBI Focused Equity Fund
A focused fund category equity mutual fund, run and managed by SBI Mutual Fund House. The fund has 79.92% investment in Indian stocks of which 33.49% is in large-cap stocks, 24.25% is in mid-cap stocks, 6.04% in small-cap stocks.
The fund size of the scheme is around Rs 23,186 crores and it charges a total expense ratio of around 1.72%. Fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The prime objective of the fund is to provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity-related securities.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Aditya Birla Sun Life Focused Equity Fund
A focused fund category equity mutual fund, run and managed by Aditya Birla Sun Life Mutual Fund House. The fund has 95.58% investment in Indian stocks of which 77.01% is in large-cap stocks, 5.56% is in mid-cap stocks, 2.09% in small-cap stocks.
The fund size of the scheme is around Rs 5,246 crores and it charges a total expense ratio of around 1.97%. Fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The investment objective of the Scheme is to achieve long-term capital appreciation by investing in up to 30 companies with long-term sustainable competitive advantage and growth potential.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Invesco India Growth Opportunities Fund
A large-mid cap fund category equity mutual fund, run and managed by Invesco India Mutual Fund House. The fund has 97.67% investment in Indian stocks of which 48.08% is in large-cap stocks, 18.83% is in mid-cap stocks, 9.71% in small-cap stocks.
The fund size of the scheme is around Rs 4,070 crores and it charges a total expense ratio of around 1.91%. Fund also charges a kind of exit load equal to 1.0% of sell value if a fund is sold before 365 days.
The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Parag Parikh Flexi Cap Fund
A Flexi-cap fund category equity mutual fund, run and managed by Invesco India Mutual Fund House. The fund has 66.13% investment in Indian stocks of which 44.19% is in large-cap stocks, 3.15% is in mid-cap stocks, 12.71% in small-cap stocks.
The fund size of the scheme is around Rs 20,412 crores and it charges a total expense ratio of around 1.8%. Fund also charges a kind of exit load equal to 1.0% of sell value if a fund is sold before 365 days.
The investment objective of the Scheme is to generate long-term capital growth from an actively managed portfolio primarily of equity and Equity Related Securities.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
To get more details about the fund you can refer to the fund fact sheet or you can get in touch with us. Call us on- 0612-6604453 or mail us at [email protected]
For any kind of query, you can contact us at Shri Ashutosh Securities Pvt Ltd., we are here to help you in any way possible.
Happy Investing!
(Mutual Fund investments are subject to market risk Illustrations are for example only, there is no guarantee of returns. Past performance is not an indicator/guarantee to future returns).