Best 5 Fund to Invest Now, Best mutual fund in India
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Mutual funds are a popular investment option in India, offering investors the opportunity to invest in a diversified portfolio of assets managed by professional fund managers. Here are details on some of the best mutual funds in India:
1. Mirae Asset Large Cap Fund
This is a large-cap mutual fund that invests in the top 100 companies listed on the National Stock Exchange (NSE). The fund has consistently delivered above-average returns over the long term and has a low expense ratio, making it an attractive investment option.
2. Axis Bluechip Fund
Another popular large-cap mutual fund in India, the Axis Bluechip Fund invests in blue-chip companies with a long-term track record of performance. The fund has a strong track record of delivering consistent returns and has a low expense ratio.
3. SBI Small Cap Fund
This is a small-cap mutual fund that invests in companies with a market capitalization of less than Rs. 500 crore. The fund has a strong track record of delivering high returns over the long term, although it can be volatile in the short term.
4. Franklin India Low Duration Fund
This is a debt mutual fund that invests in short-term debt securities such as government bonds, corporate bonds, and money market instruments. The fund has a low risk profile and can be a good option for investors looking for stable returns.
5. HDFC Balanced Advantage Fund
This is a hybrid mutual fund that invests in both equities and debt instruments. The fund aims to generate high returns while also managing risk by dynamically adjusting its equity and debt allocation based on market conditions. The fund has a good track record of delivering consistent returns over the long term
Best Small Cap Mutual Fund In India 2023
best small-cap mutual funds in India, based on their past performance, risk profile, and other relevant factors. Here are five small-cap mutual funds that you might consider:
1. HDFC Small Cap Fund:
This fund has a track record of strong performance over the years, with an annualized return of over 46.36% in the past 3 years and 5 years return 13.58%. The fund invests primarily in small-cap stocks and aims to provide long-term capital appreciation to investors. The minimum investment amount is Rs. 100.The rating of this fund is 3🌟. NAV of this fund: Rs. Running 94.25. The AUM of this fund is: 14,962 cr.
2. SBI Small Cap Fund:
This fund has been a consistent performer, delivering annualized returns of over 39.05% in the past 3 years and 5 years return 15.70%. It invests in a diversified portfolio of small-cap companies with strong growth potential. The minimum investment amount is Rs. 500. The rating of this fund is 4🌟. NAV of this fund: Rs. Running 127.74. The AUM of this fund is: 15,590 cr.
3. Kotak Small Cap Fund:
This fund has generated an annualized return of over 45.13% in the past 3 years and past 5 years return 16.77%. It invests in a mix of small-cap and mid-cap companies with strong fundamentals and growth potential. The minimum investment amount is Rs. 500. The rating of this fund is 4🌟. NAV of this fund: Rs. Running 188.40. The AUM of this fund is: 8,672 cr.
4. Axis Small Cap Fund:
This fund has delivered strong returns of over 38% in the past 3 years and past 5 years return 19.88%. It invests primarily in small-cap companies with a strong track record and growth potential. The minimum investment amount is Rs. 100.The rating of this fund is 5🌟. NAV of this fund: Rs. Running 73.49. The AUM of this fund is: 11,601 cr.
5. Nippon India Small Cap Fund:
This fund has generated an annualized return of over 48.97% in the past 3 years and last 5 years return 17.26%. It invests in a diversified portfolio of small-cap companies across various sectors with high growth potential. The minimum investment amount is Rs. 100. The rating of this fund is 4🌟. NAV of this fund: Rs. Running 106.96. The AUM of this fund is: 24,490 cr.
Best 5 MidCap mutual Fund In India 2023
Mid-cap mutual funds invest in companies with a market capitalization between Rs. 500 crores to Rs. 10,000 crores. These companies are generally medium-sized, with a higher growth potential than large-cap companies but more stable than small-cap companies.
Here are the top 5 mid-cap mutual funds in India:
1. Axis Midcap Fund:
The Axis Midcap Fund has consistently delivered high returns in the mid-cap category. It has a high AUM of over Rs. 18,748 crores and is managed by experienced fund managers. The fund invests in quality mid-cap companies that have strong growth potential and sustainable business models.minimum Investment 100. This fund rating: 5 🌟. past 3 years return 26.84% and 5 years return 15.48%.
2. Kotak Emerging Equity Fund:
The Kotak Emerging Equity Fund is a top-performing mid-cap fund that invests in companies with strong fundamentals and growth potential. The fund has a diversified portfolio of mid-cap stocks across various sectors and has consistently outperformed its benchmark. minimum Investment 100. This fund rating: 4 🌟 and AUM: 24,406 Cr. past 3 years return 36.10% and 5 years return 14.97%
3. HDFC Mid-Cap Opportunities Fund:
The HDFC Mid-Cap Opportunities Fund is a popular mid-cap mutual fund that has consistently delivered high returns over the long term. The fund invests in quality mid-cap companies with sustainable business models and strong growth potential. minimum Investment 100. This fund rating: 3 🌟 and AUM: 35,172Cr. past 3 years return 37.00% and 5 years return 13.25%.
4. SBI Magnum Midcap Fund:
The SBI Magnum Midcap Fund is a well-diversified mid-cap mutual fund that invests in quality mid-cap stocks across various sectors. The fund has a strong track record of delivering consistent returns and has a high AUM of over Rs. 8,733 crores. minimum Investment 500. This fund rating: 4 🌟. past 3 years return 40.00% and 5 years return 14.27%
5. Franklin India Prima Fund:
The Franklin India Prima Fund is a top-performing mid-cap fund that invests in quality mid-cap companies with strong fundamentals and growth potential. The fund has a diversified portfolio of mid-cap stocks across various sectors and has consistently outperformed its benchmark.minimum Investment 500. This fund rating: 2 🌟 and AUM: 7,298 Cr. past 3 years return 28.74% and 5 years return 10.17%.
Best 5 Large Cap Mutual Fund In India 2023
Sure, here are the details of the best-performing large-cap mutual funds in India, along with their historical performance, expense ratios, investment objectives, and other relevant details:
1. Axis Bluechip Fund
- Fund Manager: Shreyash Devalkar and Vinayak Jayanath
- Expense Ratio: 0.63%
- Rating: 4 🌟
- minimum SIP Amount: Rs.100
- Fund Size: 32,615Cr.
- 3 Years return: 18.88%
- 5 years return: 11.89%
Investment Objective: The fund aims to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities of large-cap companies.
Historical Performance: The fund has delivered an average annual return of 11.89% over the past five years, outperforming its benchmark index (S&P BSE 100) by 4.22 percentage points.
2. ICICI Prudential Bluechip Fund
- Fund Manager: Priyanka Khandelwal, Anish Tawakley and Vaihav Dusad
- Expense Ratio: 1.12%
- Rating: 4 🌟
- minimum SIP Amount: Rs.100
- Fund Size: 32,615Cr.
- 3 Years return: 27.85%
- 5 years return: 12.62%
- NAV:75.75
– Investment Objective: The fund seeks to generate long-term capital appreciation by investing in a portfolio of equity and equity-related securities of large-cap companies.
– Historical Performance: The fund has delivered an average annual return of 12.62% over the past five years, outperforming its benchmark index (Nifty 100) by 2.11 percentage points.
3. SBI Bluechip Fund
- Fund Manager: Sohini Andani and Mohit Jain
- Expense Ratio: 0.9%
- Rating: 3 🌟
- minimum SIP Amount: Rs.500
- Fund Size: 34,042Cr.
- 3 Years return: 27.94%
- 5 years return: 11.90%
- NAV:71.09
– Investment Objective: The fund aims to provide long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities of large-cap companies.
– Historical Performance: The fund has delivered an average annual return of 11.90% over the past five years, outperforming its benchmark index (Nifty 100) by 1.95 percentage points.
4. HDFC Top 100 Fund
- Fund Manager: Rahul Baijal and Priya Ranjan
- Expense Ratio: 1.11%
- Rating: 2 🌟
- minimum SIP Amount: Rs.100
- Fund Size: 22,294Cr.
- 3 Years return: 28.52%
- 5 years return: 12.21%
- NAV:817.16
– Investment Objective: The fund seeks to generate long-term capital appreciation by investing in a portfolio of equity and equity-related securities of large-cap companies.
– Historical Performance: The fund has delivered an average annual return of 12.21% over the past five years, outperforming its benchmark index (Nifty 100) by 1.52 percentage points.
5. Aditya Birla Sun Life Frontline Equity Fund
- Fund Manager: Mahesh Patil and Dhaval Joshi
- Expense Ratio: 1.0%
- Rating: 3 🌟
- minimum SIP Amount: Rs.100
- Fund Size: 21,126Cr.
- 3 Years return: 26.43%
- 5 years return: 10.81%
- NAV:381.85
– Investment Objective: The fund aims to achieve long-term growth of capital by investing in a diversified portfolio of large-cap equity and equity-related securities.
– Historical Performance: The fund has delivered an average annual return of 10.81% over the past five years, outperforming its benchmark index (Nifty 100) by 0.88 percentage points.
Notes:
Please note that these funds may have different minimum investment requirements, exit loads, and other terms and conditions that you should consider before investing. mutual fund investments are subject to market risks, and past performance is not a guarantee of future returns.It’s always recommended that you consult a financial advisor before making any investment decisions.
