Top Mutual Funds to invest in 2018 through SIP route includes ELSS & Global

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.

1. Escorts Growth Fund
2. Invesco India Growth Fund
3. IDFC Focused Equity Fund

Top Index Fund:

NIFTY ETF. Pure Equity. Moderate risk, Moderate return and lower cost.

1. 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.

1. HDFC Small cap fund
2. L&T Emerging Business Fund
3. 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.

1. Invesco India Contra Fund
2. Principal Emerging Bluechip Fund

Top 3 Balanced Funds:

75% Equity and 25% debt. Moderate risk and moderate returns.

1. HDFC Balanced Fund
2. Reliance Balanced Fund
3. Principal Balanced Fund

Top 3 ELSS Funds (Tax saver):

Pure Equity. ELSS (Tax saver) under 80C. Lock in period.

1. ABSL Tax Plan
2. Principal Tax Saver
3. IDFC Tax Advantage (ELSS)

Top 2 Long term Debt Funds:

1. Axis regular saver fund
2. ICICI Pru long term plan

Top 3 Global Fund of Funds:

Absorbs domestic volatility and gives exposure to global markets.

1. Motilal Oswal Nasdaq 100 ETF
2. Edelweiss Greater China Equity
3. 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)

1. Invesco India Growth Fund
2. IDFC Focused Equity Fund
3. Reliance Small cap Fund
4. Principal emerging Bluechip Fund
5. 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)

1. Invesco India Growth Fund
2. Kotak NIFTY ETF
3. Reliance Small cap fund
4. Principal emerging Bluechip Fund
5. 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)

1. Kotak NIFTY ETF
2. Invesco India Contra Fund
3. Principal Emerging Bluechip Fund
4. Reliance Balanced Fund
5. HDFC Balanced Fund

Building quality wealth over long term with moderately high risk: (85% Equity with more than 70% large cap and 15% debt)

1. Kotak NIFTY ETF
2. HDFC Balanced Fund
3. Reliance Balanced Fund
4. Principal Balanced Fund
5. Invesco India Growth Fund

Building quality wealth over long term with moderate risk: (65% Equity with more than 50% large cap and 35% debt)

1. Kotak Nifty ETF
2. HDFC Balanced Fund
3. Reliance Balanced Fund
4. Principal Balanced Fund
5. 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)

1. Kotak Nifty ETF
2. Reliance Balanced Fund
3. Principal Balanced Fund
4. Axis Regular Saver Fund
5. 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/