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Investment Experts always have the same say regarding picking up the best suitable mutual funds for investors, whether new or experienced, “pick up the fund based on your risk profile”.
In fact, to new investors, mutual fund advisors ask if they are conservative risk profiles, starting with large-cap schemes or aggressive hybrid funds. Flexi cap funds are recommended to investors with a moderate risk profile. Aggressive investors may invest in risky options like mid and small-cap schemes and sector funds.
Here below I am listing some of the top mutual fund schemes for a new investor to invest in. These funds are picked up based on their Returns, Latest Nav, Ratings, Performance, etc.
To receive a free advisory on Investments In Mutual Fund, contact our executives asap!
Axis Bluechip Fund
A blue-chip fund category equity mutual fund, run and managed by Axis Mutual Fund House. The fund has 92.68% investment in Indian stocks of which 80.29% is in large-cap stocks, 1.85% is in mid-cap stocks.
The fund size of the scheme is around Rs 34,583 crores and it charges a total expense ratio of around 1.69%. 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 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.
PGIM India Midcap Opportunities Fund
A mid-cap fund category equity mutual fund, run and managed by PGIM India Mutual Fund House. The fund has 94.97% investment in Indian stocks of which 9.89% is in large-cap stocks, 42.07% is in mid-cap stocks, 31.68% in small-cap stocks.
The fund size of the scheme is around Rs 4,096 crores and it charges a total expense ratio of around 2.13%. 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 objective of the Scheme is to achieve long-term capital appreciation by predominantly investing 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.
SBI Small Cap Fund
A small-cap fund category equity mutual fund, run and managed by SBI Mutual Fund House. The fund has 65.72% investment in Indian stocks of which 42.91% is in large-cap stocks, 5.36% is in mid-cap stocks, 14.25% in small-cap stocks.
The fund size of the scheme is around Rs 19,933 crores and it charges a total expense ratio of around 1.8%. Fund also charges a kind of exit load equal to 2.0% of sell value if the fund is sold before 365 days. And 1.0% if the fund sold before 730 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.
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).