Greeting To All Our Readers!
The Year 2021 is drawing closer, and 2022 is approaching! With the onset of the new year, you might have to prepare your resolution and to-do list for the next whole year, but does your list include financial resolutions?
Expert says that equity mutual funds have generated solid returns for 1, 3, and 5 years. However, investors cannot be guaranteed solid returns as markets are volatile, but they can gain good returns if they plan to invest in equity mutual funds for the long term.
Investing via SIP in equity mutual funds is more beneficial, as it let you invest a small amount systematically. You need not arrange a big sum of money to start your investment! Also, other features of SIP like Rupee Cost Averaging and other help make your investment journey smooth and help you create big wealth.
However, experts say while you invest in Equity Mutual Funds via SIP, moderate their expectations, and stay invested for the long term. Do not hinder your long-term equity mutual funds for your short-term money needs.
Here are 3 highly rated mutual funds that are rated from Crisil, Value Research, and Morningstar that could be good investments in 2022.
PGIM India Flexi Cap Fund
A flexible-cap category equity mutual fund, run and managed by PGIM India Mutual Fund House. The fund has 95.84% investment in Indian stocks of which 46.88% is in large-cap stocks, 15.63% is in mid-cap stocks, 23.28% in small-cap stocks.
The fund size of the scheme is around Rs 2,888 crores and it charges a total expense ratio of around 2.18%. Fund also charges a kind of exit load equal to 0.5% of sell value if the fund is sold before 90 days.
The prime objective of the fund is to generate income & capital appreciation by predominantly investing in an actively managed diversified portfolio of equity & equity-related instruments including derivatives.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Canara Robeco Emerging Equities
A large & mid-cap category equity mutual fund, run and managed by Canara Robeco Mutual Fund House. The fund has 95.83% investment in Indian stocks of which 40.25% is in large-cap stocks, 29.53% is in mid-cap stocks, 5.63% in small-cap stocks.
The fund size of the scheme is around Rs 11,734 crores and it charges a total expense ratio of around 1.85%. 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 by investing in a diversified portfolio of large and mid-cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Mirae Asset Tax Saver Fund
An ELSS category equity mutual fund, run and managed by Mirae Asset Mutual Fund House. The fund has 99.61% investment in Indian stocks of which 58.07% is in large-cap stocks, 14.21% is in mid-cap stocks, 8.6% in small-cap stocks.
The fund size of the scheme is around Rs 10,086 crores and it charges a total expense ratio of around 1.69%. The fund does not charge any kind of exit load. However, the ELSS fund comes with a lock-in period of three years and you cannot redeem it before that certain time.
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 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).