Greeting To Our Readers!
Financial Freedom is everyone’s dream and to accomplish it, people accumulate wealth by investing in different financial securities like stocks, mutual funds, FD’s, RD’s, PPF, and many more!
When it comes to wealth creation and achieve financial freedom experts recommend the Stock market and Mutual funds as the best option. And among these two, a mutual fund is considered more by investors because it is less risky compared to the stock market.
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.
To receive a free advisory on Investments In Mutual Fund, contact our executives asap!
ICICI Prudential Bluechip Fund – Growth
A large-cap category equity mutual fund, run and managed by ICICI Prudential Mutual Fund House. The fund has 95.18% investment in Indian stocks, out of which 80.97% is in large-cap stocks, 4.72% is in mid-cap stocks, 0.42% in small-cap stocks.
Fund also has 0.42% investment in Debt, out of which 0.42% in Government securities.
The fund size of the scheme is around Rs 30,724 crores and it charges a total expense ratio of around 1.71%. Fund also charges a kind of exit load equal to 1.0% of sell value if a 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.
Axis Bluechip Fund – Growth
A large-cap category equity mutual fund, run and managed by Axis Mutual Fund House. The fund has 98.29% investment in Indian stocks, out of which 84.13% is in large-cap stocks, 2.43% is in mid-cap stocks.
The fund size of the scheme is around Rs 33,154 crores and it charges a total expense ratio of around 1.58%. Fund also charges a kind of exit load equal to 1.0% of sell value if a fund is sold before 365 days.
The prime objective of the fund is to achieve long-term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity-related securities of Large Cap companies including derivatives.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Kotak Bluechip Fund – Growth
A large-cap category equity mutual fund, run and managed by Kotak Mahindra Mutual Fund House. The fund has 97.22% investment in Indian stocks, out of which 69.64% is in large-cap stocks, 10.3% is in mid-cap stocks, 5.08% is in small-cap stocks.
The fund size of the scheme is around Rs 3,346 crores and it charges a total expense ratio of around 2.1%. 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 capital appreciation from a portfolio of predominantly equity and equity-related securities falling under the category 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 98.49% investment in Indian stocks of which 68% is in large-cap stocks, 11.8% is in mid-cap stocks, 3.95% in small-cap stocks.
The fund size of the scheme is around Rs 30,456 crores and it charges a total expense ratio of around 1.6%. 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.
Axis Midcap Fund – Growth
A mid-cap category equity mutual fund, run and managed by Axis Mutual Fund House. The fund has 93.84% investment in Indian stocks of which 11.63% is in large-cap stocks, 57.48% is in mid-cap stocks, 11.15% in small-cap stocks.
The fund size of the scheme is around Rs 15,395 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 investment 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.
Nippon India Growth Fund – Growth
A mid-cap category equity mutual fund, run and managed by Nippon India Mutual Fund House. The fund has 97.09% investment in Indian stocks of which 8.16% is in large-cap stocks, 57.13% is in mid-cap stocks, 20.54% in small-cap stocks.
The fund size of the scheme is around Rs 11, 839 crores and it charges a total expense ratio of around 1.9%. Fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 30 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.
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).