How to find such a fund? I generally refer the resource offered by Morningstar India. I look for those funds which has performed best in last 10 years time horizon. Generally when I have to invest for a time horizon as long term 20 years, my priority matrix will be as below:
- Mid Cap Funds (35%).
- Multi Cap Funds (30%).
- Small Cap Funds (25%).
- Large Cap Funds (10%).
Top funds that has been suggested by morningstar in the above categories are listed below:
(Updated as on June’2019)
- R.3Y = Return in last 3 years (% p.a.)
- R.5Y = Return in last 5 years (% p.a.)
- R.10Y = Return in last 10 years (% p.a.)
|SL||Name of Fund||Type||R.3Y %||R.5Y %||R.10Y %|
|1||Mirae Asset Large Cap Fund Regular||Large-Cap||16.02||14.40||17.55|
|2||HDFC Small Cap Fund||Small-Cap||15.81||14.84||15.99|
|3||HDFC Mid-Cap Opportunities Fund||Mid Cap||11.29||13.25||19.85|
|4||DSP Small Cap Fund||Small-Cap||5.98||15.29||20.95|
|5||Invesco India Mid Cap Fund||Mid Cap||11.60||13.15||19.12|
|6||Franklin India Prima Fund||Mid Cap||9.90||13.96||18.29|
|7||DSP Midcap Fund||Mid Cap||11.19||13.73||18.04|
|8||Edelweiss Mid CapFund||Mid Cap||10.84||13.28||18.19|
|9||Franklin India Smaller Companies Fund||Small-Cap||7.58||13.68||18.70|
|10||Invesco India Multicap Fund||Multi-Cap||9.64||11.77||19.40|
|11||ICICI Prudential Bluechip Fund Institutional||Large-Cap||14.56||12.28||15.94|
|12||Reliance Multi Cap Fund||Multi-Cap||12.38||10.56||17.29|
|13||Reliance Large Cap Fund||Large-Cap||15.27||12.56||13.70|
|14||Quant Focused fund||Large-Cap||9.34||14.78||13.89|
|15||Kotak Small Cap||Small-Cap||8.32||12.72||16.03|
|16||HDFC Equity Fund||Multi-Cap||15.73||10.53||14.97|
|17||ICICI Prudential Bluechip Fund||Large-Cap||13.49||11.23||14.92|
|18||IDFC Multi Cap Fund||Multi-Cap||8.76||11.16||16.91|
|19||BNP Paribas Multi Cap Fund||Multi-Cap||11.17||11.04||15.61|
|20||Aditya Birla Sun Life Small Cap Midcap Fund||Small-Cap||6.95||11.55||15.81|
VERY good information. Enjoy the way you present info.
I am 80, but in great health. Still working P/T. Have $100,000 in VA’s paying 8 to 10% return for $300. month. Have $85,000in Am Century funds paying $200 month. Have $50,000 of stocks just playing with. Have $120,000 in CD’s. Want to
get income from the CD’s. Thinking ETFs. Suggestions?
I want to invest by rs 2000 per month for 10 years suggest the best
I want a large amount by invest 15000 per month for 10year.please tell me.