Mutual funds are the best way to invest your money instead of keeping it idle. But before investing the investor must have clarity about his financial goals. Like if the goal of the investor is to invest his money is below 5 years then he must not touch equity product, he can opt for debt products of his choice like FD’s, RD’s and Debt Fund. Here is a list of best mutual funds to check out this year.
Previous year due to continues market uptrend, the majority of equity funds performed well and has given better returns. Below is my selection in Large cap and small and mid-cap funds.
Best mutual funds to invest in 2019 – Large Cap
In this category, there are other funds also which are in my list like SBI Bluechip Fund, Birla Sunlife Frontline Equity Fund. But there are some funds which are worth mentioning this year.
1.DSP BR Focus Fund-Direct Plan (G)
The fund manager is Harish Zaveri and Jay Kothari and was launched on January 01, 2013. The returns for one year is 7.2%, whereas the assets are 2852 cr. as on May 31, 2018. And the net asset value has risen up to 23.42. Return since the launch date is 14.10% and turnover is 59%. The risk is above average
2.IDFC Focused Equity-Direct(G)
The fund manager is Sumit Agrawal and was launched on March 16, 2006. The returns for one year is 19.7%, whereas the assets are 1639 cr. as on June 30, 2018. And the net asset value is 42.88. Return since the launch date is 11.99%. The risk is average. Turnover is 73%.
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3.Kotak Bluechip Fund-D(G)
The Fund manager is Harish Krishnan and was launched on December 29, 1998. The returns for one year is 10.1%, whereas the assets are 1345 cr. as on May 31, 2018. And the net asset value is 238.11. Return since the launch date is 19.14% and turnover is 70%. The risk here is average.
4.Motilal Oswal Focused 25-(G)
The Fund manager of this fund is Siddharth Bothra and was launched on May 13, 2013. The returns for one year is 9.1%, whereas the assets are 1115 cr. as on May 31, 2018. And the net asset value is 21.83. Return since the launch date is 16.46% and the turnover is 43%. The risk here is below average.
Best Mutual Fund to invest in 2018 for Small and Midcap Funds
In this category funds like HDFC Mid Cap Opp Fund(G), Frankfin India Prima Fund(G), DSP BR Micro-Cap Fund and Frankfin Smaller Companies. But apart from these, there are some more companies this year where you can invest.
1.HDFC small cap Fund-Regular Plan(G)
The fund manager is Chirag Setalvad and the fund was launched on April 3, 2008. The returns for one year is 25.3%, Whereas the assets are 4043 cr. as of 31st May 2018. And the net asset value is 45.91. Return since the launch is 16.08% and the turnover is 33%. The risk involved is moderately high.
2.Kotak Emerging Equity Scheme- Direct plan(G)
The Fund manager is Pankaj Tibrewal and was launched on January 1, 2013. The returns for one year is 10.0%, whereas the assets are 3250 cr. as on May 31, 2018. And the net asset value is 42.09. Return since the launch is 22.33% and the turnover is 33%. The risk involved is Average.
3.L & T Midcap Fund
The fund manager is S.N. Lahiri and Vihang Naik and was launched on July 23, 2004. The returns for one year is 9.9%, whereas the assets are 2805 cr. as on May 31, 2018. And the net asset value is 141.15. Return since the launch is 21.03% and the turnover is 45%. The risk involved is average.
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4. DSP BR Smallcap Fund
The fund manager is Vinit Samber, Jay Kothari, and Reshan Jain, the launch date was June 14, 2007. Return for 2 years is 16.5%, whereas the assets are 5785 cr. as on May 31, 2018. And the net asset value is 63.016. Return since the launch is 17.83% and the turnover is 25%. The risk involved is average.
You may see some other funds which performed well above these funds. But do remember that during a market uptrend, even the worst fund will generate you BEST returns. The real test of the fund will come into picture when the market starts to fall i.e downside protection.
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