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Fund Recos

May 21, 2019, 11.10 PM IST
Stock Analysis, IPO, Mutual Funds, Bonds & More

In the past three-year and five-year periods the scheme has given 12% and 17% returns, respectively.

L&T India Value Fund is one of the most consistent performer in its category and investors can invest with a minimum time horizon of five years.

The scheme tops the list of best performing large-cap schemes for the past three-year and five-year periods, delivering returns of 18% and 20% respectively.

In the past three- and five-year periods, it has given 16% and 19% returns while its peers logged 12% and 15% returns during the same periods, respectively.

Aditya Birla Sun Life India GenNext Fund: Fund Review

In the past four quarters, consumer-focused companies have successfully met earnings estimates while most companies in several key sectors have failed to meet analyst targets.

In the past five- and 10-year periods, the scheme has given 17.4% and 13.2% returns, while its category has given 12% and 11.3 %, respectively, in the same period.

The portfolio of the scheme is well-diversified which to a large extent reduces risks associated with concentrated exposure.

Most mutual fund advisors ask their clients to link their investments in tax-saving mutual funds or ELSS funds to a long-term financial goal.

There are three aspects of the scheme which makes it a distinguished performer in the category.

L&T Midcap Fund: Mutual fund review

The scheme is a consistent performer despite being in a highly volatile category of mid-sized companies.

Aditya Birla MNC scheme has been in existence for close to 25 years.

The net asset value of Franklin India Prima Fund-Growth (Direct Plan) went past the 1,000 mark to end at 1,006.

After the IL& FS crisis, investors have been cautious about debt schemes.

The month of March is that time of the year when one takes stock of tax-saving investments under Section 80C of the Income Tax Act.

ICICI Prudential Multicap Fund: Fund Review

With a 10-year return of 17.52%, the fund has outperformed the benchmark index (16.21%) and mirrors the category average (17.36%).

This scheme applies value theme on the multi cap approach and thus has an edge over pure multi-cap schemes.

Among value schemes, Tata Equity PE stands out for its consistency.

The scheme increases or decreases its exposure to equities depending on the Nifty’s valuations.

One such fund that is a good bet for mutual fund investors is SBI Focused Equity, which is managed by R Srinivasan.

Best dynamic bond mutual funds to invest in 2019

If an investor is unable to take a call on interest rates and change debt mutual fund allocations accordingly, he or she is better off in a dynamic bond fund.

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