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ET Wealth
Stock Analysis, IPO, Mutual Funds, Bonds & More

The time-tested adage says that long-term investors always gain when they buy into good stocks when markets are falling.

The very structure of a multi cap scheme which allows investments in companies of all sizes offering diversification is an attractive proposition in present market conditions.

One of the key features of the scheme is that it is well diversified in terms of market capitalisation.

In recent months, the inability of some corporates to repay their loan obligations has led to a natural aversion for debt schemes.

These 24 mutual fund schemes have consistently given over 20 per cent returns

We have filtered out equity schemes which have consistently performed in five- as well as seven-year periods.

Historical data points out that when inflows in mutual funds rise after a period of stagnant inflows or outflows, a large part of the money finds its way in small cap funds.

In the past five-year and ten-year periods, the scheme has given 13 per cent and 12 per cent returns.

The scheme enjoys a much higher alpha than the average alpha of the category.

Inflows into mid-cap focused mutual funds are likely to revive in the coming months after the formation of a stable government at the centre.

L&T Infrastructure Fund: Fund review

The return of the BJP-led NDA government is expected to give an additional thrust to infrastructure development.

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.

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