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Equity Mutual Funds are schemes that are designed for investors who are eagers to make more money from their saved money. These funds help investors grow a big wealth corpus by investing in these funds for the long term.
For wealth creation or for goals that are far apart say 5-10 years away to achieve, experts suggest investing in Equity mutual funds. These funds invest in stocks and shares of different companies and tend to generate good returns in long term.
Are you planning to invest in the long-term? If yes, I suggest investing in equity mutual funds. Here we have discussed some of the BEST EQUITY MUTUAL FUNDS, based on returns, latest Nav, ratings, performance, etc. for your assistance.
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ICICI Prudential Bluechip Fund – Growth
A large-cap category equity mutual fund, run and managed by ICICI Prudential Mutual Fund House. The fund has 94.58% investment in Indian stocks of which 79.8% is in large-cap stocks, 5.78% is in mid-cap stocks, 0.37% in small-cap stocks.
Fund also has 0.41% investment in Debt of which 0.41% is in Government securities.
The fund size of the scheme is around Rs 31,272 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 generate long-term capital appreciation and income distribution to investors from a portfolio that is predominantly invested in equity and equity-related securities of large-cap companies.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Mirae Asset Large Cap Fund - Regular – Growth
A large-cap category equity mutual fund, run and managed by Mirae Asset Mutual Fund House. The fund has 98.35% investment in Indian stocks of which 69.02% is in large-cap stocks, 11.23% is in mid-cap stocks, 3.77% in small-cap stocks.
The fund size of the scheme is around Rs 31,297 crores and it charges a total expense ratio of around 1.59%. 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 generate long-term capital appreciation by capitalizing on potential investment opportunities by predominantly investing in equities of large-cap companies.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Nippon India Growth Fund – Growth
A mid-cap category equity mutual fund, run and managed by Nippon India Mutual Fund House. The fund has 95.12% investment in Indian stocks of which 12.77% is in large-cap stocks, 52.89% is in mid-cap stocks, 18.02% in small-cap stocks.
The fund size of the scheme is around Rs 12,045 crores and it charges a total expense ratio of around 1.89%. Fund also charges a kind of exit load equal to 1.0% of sell value if a fund is sold before 365 days.
The objective of the Scheme is to achieve long-term growth of capital through a research-based investment approach.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Axis Midcap Fund – Growth
A mid-cap category equity mutual fund, run and managed by Axis Mutual Fund House. The fund has 89.2% investment in Indian stocks of which 12.8% is in large-cap stocks, 46.83% is in mid-cap stocks, 13.76% in small-cap stocks.
The fund size of the scheme is around Rs 16,754 crores and it charges a total expense ratio of around 1.84%. Fund also charges a kind of exit load equal to 1.0% of sell value if a fund is sold before 365 days.
The objective of the Scheme is to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Canara Robeco Equity Tax Saver– Growth
An ELSS category equity mutual fund, run and managed by Canara Robeco Mutual Fund House. The fund has 96.61% investment in Indian stocks of which 65.61% is in large-cap stocks, 12.61% is in mid-cap stocks, 6.07% in small-cap stocks.
The fund size of the scheme is around Rs 3,209 crores and it charges a total expense ratio of around 1.84%. The fund does not charge any exit load. However, redemption before three years of investment is not allowed.
The objective of the Scheme is to provide long-term capital appreciation by predominantly investing in equities to facilitate the subscribers to seek tax benefits as provided under Section 80 C of the Income Tax Act, 1961. However, there can be no assurance that the investment objective of the scheme will be realized.
This fund is best recommended to investors who are looking to invest money for at least 3 years and looking for additional benefits of income tax saving apart from higher returns expectations.
Mirae Asset Tax Saver Fund– Growth
An ELSS category equity mutual fund, run and managed by Mirae Asset Mutual Fund House. The fund has 99.2% investment in Indian stocks of which 61.79% is in large-cap stocks, 12.73% is in mid-cap stocks, 6.23% in small-cap stocks.
The fund size of the scheme is around Rs 10,972 crores and it charges a total expense ratio of around 1.75%. The fund does not charge any exit load. However, redemption before three years of investment is not allowed.
The investment objective of the scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments.
This fund is best recommended to investors who are looking to invest money for at least 3 years and looking for additional benefits of income tax saving apart from higher returns expectations.
HDFC Index Fund - Nifty 50 Plan
An index fund category equity mutual fund, run and managed by HDFC Mutual Fund House. The fund has 100.2% investment in Indian stocks of which 90.53% is in large-cap stocks, 0.58% is in mid-cap stocks.
The fund size of the scheme is around Rs 4,628 crores and it charges a total expense ratio of around 1.84%. Fund also charges a kind of exit load equal to 0.25% of sell value if a fund is sold before 3 days.
The investment objective of the Scheme is to generate returns that are commensurate with the performance of the NIFTY 50 Index, subject to tracking errors. There is no assurance that the investment objective of the Scheme will be realized.
UTI Nifty Index Fund – Growth
An index fund category equity mutual fund, run and managed by UTI Mutual Fund House. The fund has 100.19% investment in Indian stocks of which 90.52% is in large-cap stocks, 0.58% is in mid-cap stocks.
The fund size of the scheme is around Rs 6,012 crores and it charges a total expense ratio of around 0.31%.
The principal investment objective of the scheme is to invest in stocks of companies comprising the Nifty 50 Index and endeavor to achieve a return equivalent to the Nifty 50 Index by “passive” investment.
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).