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Mutual Fund Investment, most popular, easiest, and efficient way to invest your money, and watch out for them growing to their full potential in the long -term.
Mutual Fund offers a wide range of fund schemes each associated with different risks, objectives, and strategies to invest in, that help you achieve financial security for your different goals. Like Equity mutual fund schemes for long-term goals, debt mutual funds for long-term, and many other funds.
This week we shared with you about the best funds from each category of mutual funds, so that you can plan your investment in top-performers.
Well, today we are discussing fund that has been considered as Decade Performers, based on the return they have generated since their inception. These funds are a bit riskier but investing in these funds for the long term will help you create a good corpus.
However, plan your investment in these funds only when the fund’s objective is aligned with your goal and the risk profile of the funds matches your risk profile.
Here we have some of the Decade Performer Mutual Fund Schemes listed below, for your assistance!
To receive a free advisory on Investments In Mutual Fund, contact our executives asap!
Mirae Asset Emerging Bluechip Fund – Growth
A large & mid-cap fund category equity mutual fund, run and managed by Mirae Asset Mutual Fund House. The fund has 99.37% investment in Indian stocks, out of which 45.69% is in large-cap stocks, 29.2% is in mid-cap stocks, 10.59% in small-cap stocks.
The fund size of the scheme is around ₹ 19,568 crores and it charges a total expense ratio of around 1.83%. The fund also charges an 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 income and capital appreciation from a portfolio primarily investing in Indian equities and equity-related securities of large-cap and mid-cap companies at the time of investment.
The fund manager of this fund, from time to time, seeks participation in other Indian equity and equity-related securities to achieve optimal Portfolio construction.
SBI Small Cap Fund - Regular Plan-Growth
A small-cap fund category equity mutual fund, run and managed by SBI Mutual Fund House. The fund has 97.12% investment in Indian stocks, out of which, 8.57% is in mid-cap stocks, 71.61% in small-cap stocks.
The fund size of the scheme is around ₹ 9,620 crores and it charges a total expense ratio of around 1.93%. The fund also charges an 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 investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well-diversified basket of equity stocks of small-cap companies.
ICICI Prudential Technology Fund - Growth
A sectoral/thematic fund category equity mutual fund, run and managed by ICICI Prudential Mutual Fund House. The fund has 91.19% investment in Indian stocks, out of which 47.8% is in large-cap stocks, 10.47% is in mid-cap stocks, 24.52% in small-cap stocks.
The fund size of the scheme is around ₹ 4,084 crores and it charges a total expense ratio of around 2.24%. The fund also charges an exit load equal to 1.0% of sell value if the fund is sold before 15 days.
The prime objective of the fund is to generate long-term capital appreciation by creating a portfolio that is invested in equity and equity-related securities of technology and technology-dependent companies/companies.
Canara Robeco Emerging Equities - Regular Plan-Growth
A large & mid-cap fund category equity mutual fund, run and managed by Canara Robeco Mutual Fund House. The fund has 97.89% investment in Indian stocks, out of which 37.58% is in large-cap stocks, 32.83% is in mid-cap stocks, 6.5% in small-cap stocks.
Fund also has 0.01% investment in Debt, out of which, 0.01% in funds invested in very low-risk securities.
The fund size of the scheme is around ₹ 10,264 crores and it charges a total expense ratio of around 1.89%. The fund also charges an 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.
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).