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ET Wealth

Conservative hybrid funds invest 75-90 per cent of the corpus in debt instruments and 10-25 per cent of the corpus in equity or stocks.

Did large-caps beat mid- and small-caps? Which mutual fund houses boasted of superior performance? Though benchmark indices shot up in 2019, the broader market didn’t do too well. ET Wealth analyses the returns of diversified equity mutual funds across time periods.

If you are a conservative equity investor looking to grow your investment without too much volatility over a long period, you should consider investing in aggressive hybrid schemes.

Among multi-cap schemes, Kotak Standard Mulitcap is a stable performer in longer duration cycles of markets. The scheme’s fund manager Harsha Upadhyaya has been careful in the construction of the portfolio.

Axis All Season Debt FoF: New Fund Review

"Axis All Seasons Debt Fund FOF is a unique product in the debt basket. It aims at adequate diversification. Especially at this point when there is a lot of confusion among investors about debt funds, this can be a go to scheme."

As per Sebi mandate, multi cap mutual fund schemes have the freedom to invest across market capitalisations and sectors.

Among infrastructure-focused mutual fund schemes, Franklin Build India has been top performer in the past five-year and 10-year periods within the category of infrastructure-dedicated schemes.

Choose small cap mutual fund schemes if you have a long-term investment horizon and a high risk appetite. Continue with your investments or hold them for a long term to earn big returns.

Though mid cap category has been going through a bad phase in the last few years, many mutual fund managers believe that the category may be in for a comeback in the coming months.

Best ELSS or tax saving mutual funds to invest in 2020

If you want to invest in ELSS funds but don’t know which schemes to choose, here are our recommended Equity Linked Saving Schemes or tax saving mutual funds to invest in 2020.

Kotak Emerging Equity has given 11.1% and 10.4% returns respectively in the past three-year and five-year periods, while its peers in the mid cap category have given average returns of 8.8% and 8% in the same period.

If you are a new investor and want to start investing in mutual funds in 2020, you can choose from our recommended list of large & mid cap schemes.

many mutual fund managers and advisors recommend large cap schemes during uncertain times. Large cap stocks mostly fare better than mid cap and small cap stocks in times of a market correction.

A consistent mutual fund scheme allows investors to ride through both the bull and the bear market with ease.

Invesco India Growth Opportunities Fund: Fund review

Invesco India Growth Opportunities Fund allocates 57% of its portfolio in bluechip companies and largecaps and the remaining in mid- and small-sized companies. In the past three-year and five-year periods, the scheme has given 16.5% and 11% returns, while its peer schemes have given an average return of 9% and 11% during the same period.

The scheme is the top performer in the five and 10-year periods. Experts believe that such schemes tend to do well only in the long term.

Close to 65.5% of the scheme’s portfolio is invested in well-placed large-sized or bluechip companies in India.

The scheme has invested close to 51% of its money in bluechip and large-sized companies. Besides, close to 44% of the scheme’s money is in mid-sized companies, followed by about 4.5% in small-sized companies

Though mid cap category has been going through a bad phase in the last few years, many mutual fund managers believe that the category may be in for a comeback in the coming months.

Kotak World Gold Fund: Fund review

Exposure to gold to the tune of 8-11% of one’s portfolio is one of the ways to mitigate some of concerns surrounding the current uncertainties.

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