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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 for 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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Kotak Bluechip Fund – Growth
A large-cap category equity mutual fund, run and managed by Kotak Mahindra Mutual Fund House. The fund has 95.51% investment in Indian stocks of which 69.5% is in large-cap stocks, 10.1% is in mid-cap stocks, 5.08% in small-cap stocks.
The fund size of the scheme is around Rs 3,652 crores and it charges a total expense ratio of around 2.11%. 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 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 – Growth
A large-cap category equity mutual fund, run and managed by Mirae Asset Mutual Fund House. The fund has 98.25% investment in Indian stocks of which 68.52% is in large-cap stocks, 10.87% is in mid-cap stocks, 3.81% in small-cap stocks.
The fund size of the scheme is around Rs 31,129 crores and it charges a total expense ratio of around 1.61%. 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 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 95.33% investment in Indian stocks of which 10.67% is in large-cap stocks, 56.19% is in mid-cap stocks, 18.74% in small-cap stocks.
The fund size of the scheme is around Rs 11,906 crores and it charges a total expense ratio of around 1.88%. 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.
Axis Midcap Fund – Growth
A mid-cap category equity mutual fund, run and managed by Axis Mutual Fund House. The fund has 91.49% investment in Indian stocks of which 12.59% is in large-cap stocks, 52.2% is in mid-cap stocks, 13.45% in small-cap stocks.
The fund size of the scheme is around Rs 16,835 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 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 95.14% investment in Indian stocks of which 62.33% is in large-cap stocks, 12.55% is in mid-cap stocks, 6.69% in small-cap stocks.
The fund size of the scheme is around Rs 3,098 crores and it charges a total expense ratio of around 2.06%. The fund does not charge any exit load however it is associated with a lock-in period of three years.
ELSS seeks 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.
This fund is best recommended to investors looking to invest money for tax saving and wealth creation in long term.
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).