Top Mutual Funds to invest in 2018 through SIP route includes ELSS & Global funds.
Top 3 Large Cap Funds:
Bluechip + Growth focus. Pure Equity. Moderate risk, moderate return.
- Escorts Growth Fund
- Invesco India Growth Fund
- IDFC Focused Equity Fund
Top Index Fund:
NIFTY ETF. Pure Equity. Moderate risk, Moderate return and lower cost.
- Kotak Nifty ETF
Top 3 Mid cap and Small cap Funds:
Growth focused on Emerging business with small to medium capital. High risk & High return.
- HDFC Small cap fund
- L&T Emerging Business Fund
- Reliance Small cap fund
Top 2 Diversified Funds:
Pure Equity. Growth Focus on emerging businesses with any capital range combines quality large cap, mid cap & small cap stocks. Moderately high risk & Moderately High return.
- Invesco India Contra Fund
- Principal Emerging Bluechip Fund
Top 3 Balanced Funds:
75% Equity and 25% debt. Moderate risk and moderate returns.
- HDFC Balanced Fund
- Reliance Balanced Fund
- Principal Balanced Fund
Top 3 ELSS Funds (Tax saver):
Pure Equity. ELSS (Tax saver) under 80C. Lock in period.
- ABSL Tax Plan
- Principal Tax Saver
- IDFC Tax Advantage (ELSS)
Top 2 Long term Debt Funds:
- Axis regular saver fund
- ICICI Pru long term plan
Top 3 Global Fund of Funds:
Absorbs domestic volatility and gives exposure to global markets.
- Motilal Oswal Nasdaq 100 ETF
- Edelweiss Greater China Equity
- Franklin Asian Equity
Mutual fund investment Strategy:
There are 20 funds listed above and we need to restrict to less than 5 funds for investment as each equity mutual funds have closer to 40-50 stocks.
Building quality wealth over long term with Very High risk: (100% Equity with 30-40% Large cap & 20% global Fund of Funds)
- Invesco India Growth Fund
- IDFC Focused Equity Fund
- Reliance Small cap Fund
- Principal emerging Bluechip Fund
- Motilal Oswal Nasdaq 100 ETF (10% weightage) + Edelweiss Greater China Equity (10% weightage)
Building quality wealth over long term with High risk: (100% Equity with 40% large cap and 20% global Fund of Funds)
- Invesco India Growth Fund
- Kotak NIFTY ETF
- Reliance Small cap fund
- Principal emerging Bluechip Fund
- Motilal Oswal nasdaq 100 ETF
Building quality wealth over long term with moderately high risk: (90% Equity with more than 50% large cap and 10% debt)
- Kotak NIFTY ETF
- Invesco India Contra Fund
- Principal Emerging Bluechip Fund
- Reliance Balanced Fund
- HDFC Balanced Fund
Building quality wealth over long term with moderately high risk: (85% Equity with more than 70% large cap and 15% debt)
- Kotak NIFTY ETF
- HDFC Balanced Fund
- Reliance Balanced Fund
- Principal Balanced Fund
- Invesco India Growth Fund
Building quality wealth over long term with moderate risk: (65% Equity with more than 50% large cap and 35% debt)
- Kotak Nifty ETF
- HDFC Balanced Fund
- Reliance Balanced Fund
- Principal Balanced Fund
- Axis Regular Saver Fund
Building quality wealth over long term with moderately low risk: (50% Equity with more than 40% large cap and 50% debt)
- Kotak Nifty ETF
- Reliance Balanced Fund
- Principal Balanced Fund
- Axis Regular Saver Fund
- ICICI Pru Long term Plan
We take pledge to update the funds every quarterly once (Atleast twice a year) to help investors switch funds from Non performing to Performing funds. Before recommendation all the funds holding has been reviewed.
source
http://gale.in/top-mutual-funds-to-invest-in-2018-through-sip-route-includes-elss-global/