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Equity Mutual Funds are schemes that are designed for investors who are eager 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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Canara Robeco Bluechip Equity Fund
A large-cap category equity mutual fund, run and managed by Canara Robeco Mutual Fund House. The fund has 96.18% investment in Indian stocks of which 76.47% is in large-cap stocks, and 7.82% is in mid-cap stocks.
The fund size of the scheme is around Rs 6,142 crores and it charges a total expense ratio of around 1.87%. 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 provide capital appreciation by predominantly investing in companies having a large market capitalization. This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Baroda BNP Paribas Large Cap Fund
A large-cap category equity mutual fund, run and managed by BNP Paribas Mutual Fund House. The fund has 93.01% investment in Indian stocks of which 75.55% is in large-cap stocks, 6.33% is in mid-cap stocks, and 1.77% in small-cap stocks.
The fund size of the scheme is around Rs 1,213 crores and it charges a total expense ratio of around 2.17%. 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 growth from a diversified and actively managed portfolio of equity and equity-related securities. The Scheme will invest in a range of companies, with a bias towards large & medium market capitalization companies.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Quant Mid Cap Fund
A mid-cap category equity mutual fund, run and managed by Quant Mutual Fund House. The fund has 98.13% investment in Indian stocks of which 18.99% is in large-cap stocks, 40.22% is in mid-cap stocks, and 29.06% in small-cap stocks.
The fund size of the scheme is around Rs 283 crores and it charges a total expense ratio of around 2.25%. Fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Mid Cap companies. There is 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.
PGIM India Midcap Opportunities Fund
A mid-cap category equity mutual fund, run and managed by PGIM India Mutual Fund House. The fund has 95.16% investment in Indian stocks of which 10.23% is in large-cap stocks, 41.29% is in mid-cap stocks, and 30.77% in small-cap stocks.
The fund size of the scheme is around Rs 4,360 crores and it charges a total expense ratio of around 2.14%. Fund also charges a kind of exit load equal to 0.5% of sell value if the fund is sold before 90 days.
The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity-related instruments of mid-cap companies. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Union Long Term Equity Fund
An ELSS category equity mutual fund, run and managed by Union Mutual Fund House. The fund has 95.39% investment in Indian stocks of which 64.43% is in large-cap stocks, 9.69% is in mid-cap stocks, and 5.97% is in small-cap stocks.
The fund has 0.11% investment in Debt of which 0.11% in Government securities.
The fund size of the scheme is around Rs 453 crores and it charges a total expense ratio of around 2.47%. 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 generate income and long-term capital appreciation by investing substantially in a portfolio consisting of equity and equity-related securities.
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 99.57% investment in Indian stocks of which 63.64% is in large-cap stocks, 11.84% is in mid-cap stocks, and 5.83% is in small-cap stocks.
The fund size of the scheme is around Rs 10,802 crores and it charges a total expense ratio of around 1.8%. 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.
Navi Nifty 50 Index Fund
An index fund category equity mutual fund, run and managed by NAVI Mutual Fund House. The fund has 99.71% investment in Indian stocks of which 90.12% is in large-cap stocks, and 0.59% is in mid-cap stocks.
The fund size of the scheme is around Rs 167 crores and it charges a total expense ratio of around 0.26%. The fund does not charge any exit load.
The investment objective of the scheme is to achieve a return equivalent to the Nifty 50 Index by investing in stocks of companies comprising the Nifty 50 Index, subject to tracking error.
Aditya Birla Sun Life Nifty Next 50 Index Fund
An index fund category equity mutual fund, run and managed by UTI Mutual Fund House. The fund has 99.94% investment in Indian stocks of which 57.94% is in large-cap stocks, 31.56% is in mid-cap stocks, and 4.25% in small-cap stocks.
The fund size of the scheme is around Rs 24 crores and it charges a total expense ratio of around 0.3%. Fund also charges a kind of exit load equal to 0.25% of sell value if the fund is sold before 3 days
The investment objective of the Scheme is to provide returns that closely track the total returns of securities as represented by the Nifty Next 50 Index, subject to tracking errors.
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 of future returns).