Most Focused funds for the Financial year 2017-18

Most Focused funds for the Financial year 2017-18

by Gurpreet Singh

Mutual Funds

  • Sundaram Rural India Fund (G)

    Sundaram Rural India Fund (G)

    S Krishnakumar

    Invest Amount: INR 6240

  • Franklin Build India Fund (G)

    Franklin Build India Fund (G)

    Anand Radhakrishnan

    Invest Amount: INR 5800

  • DSP BR Micro-Cap Fund (G)

    DSP BR Micro-Cap Fund (G)

    Vinit Sambre

    Invest Amount: INR 1298

  • Aditya Birla SL Equity Fund (G)

    Aditya Birla SL Equity Fund (G)

    Anil Shah

    Invest Amount: INR 2105

Sundaram Rural India Fund (G)

  • Scheme type

    Growth

  • Fund Manager

    S Krishnakumar

  • Class

    Equity - Diversified

  • Minimum Investment

    5000

  • Category

    Equity - Diversified

  • SIP

    YES

  • Launch Date

    2006-03-20

  • STP

    YES

  • Face Value

    0

  • SWP

    YES

 

  • AUM

    2,334.88Cr

  • Adjusted NAV

    41.79

  • ROI Annualised

    16.83

  • Repurchase Price

    41

  • Average 1 Year Return

    16.83

  • Portfolio Date

    2018-01-31

  • Dividend per Share

    0.00

  • AMFI Code

    102142

  • Expense Ratio

    2.58

Franklin Build India Fund (G)

  • Scheme type

    Growth

  • Fund Manager

    Anand Radhakrishnan

  • Class

    Equity Theme - Infrastructure

  • Minimum Investment

    5000

  • Category

    Equity - Diversified

  • SIP

    YES

  • Launch Date

    2009-07-10

  • STP

    YES

  • Face Value

    0

  • SWP

    YES

 

  • AUM

    1,263.59Cr

  • Adjusted NAV

    41.11

  • ROI Annualised

    17.32

  • Repurchase Price

    41

  • Average 1 Year Return

    17.32

  • Portfolio Date

    2018-01-31

  • Dividend per Share

    0.00

  • AMFI Code

    112092

  • Expense Ratio

    2.76

DSP BR Micro-Cap Fund (G)

  • Scheme type

    Growth

  • Fund Manager

    Vinit Sambre

  • Class

    Equity - Diversified

  • Minimum Investment

    1000

  • Category

    Equity - Diversified

  • SIP

    YES

  • Launch Date

    2007-05-04

  • STP

    YES

  • Face Value

    0

  • SWP

    YES

 

  • AUM

    6,890.44Cr

  • Adjusted NAV

    65.14

  • ROI Annualised

    18.87

  • Repurchase Price

    64

  • Average 1 Year Return

    18.87

  • Portfolio Date

    2017-12-31

  • Dividend per Share

    0.00

  • AMFI Code

    105989

  • Expense Ratio

    2.41

Aditya Birla SL Equity Fund (G)

  • Scheme type

    Growth

  • Fund Manager

    Anil Shah

  • Class

    Equity - Diversified

  • Minimum Investment

    1000

  • Category

    Equity - Diversified

  • SIP

    YES

  • Launch Date

    1998-08-17

  • STP

    YES

  • Face Value

    0

  • SWP

    YES

 

  • AUM

    8,734.63Cr

  • Adjusted NAV

    702.27

  • ROI Annualised

    14.53

  • Repurchase Price

    695

  • Average 1 Year Return

    14.53

  • Portfolio Date

    2018-01-31

  • Dividend per Share

    0.00

  • AMFI Code

    103166

  • Expense Ratio

    2.14

Description

Finding the best mutual fund to protect and grow your hard-earned retirement savings can take a little sill and, it might sometimes seem a lot of luck. So, straight from the experts we present you the top notch funds that have beat benchmark indexes in both short and long term comparisons. Whether you're looking for a new fund for your retirement plan or wondering how the funds you now own stack up, the list can help you create and maintain a high-performance portfolio.

Our experts have made a detailed study that just by investing Rs. 5000 per month for next 20 years, one has the opportunity to earn over 1 crore now. Here is how we can verify that, If you had done a monthly SIP of Rs. 5,000 for the past 20 years, your total investment would be Rs 12 lakh. 1 year return for Reliance Growth Fund is 18.87%, thus the accumulated amount comes out to be 2.19 Crore.

If you believe in the power of compounding, then equity markets offer you the best tool to harness such a strong force via mutual funds, which let you, create wealth in the long-term. Einstein once said that 'Power of Compounding is 8th Wonder of the World. He, who understands it, earns it … he who doesn’t … pays it.' Compounding is the first step towards long-term wealth creation.

Some analysts advise investors just to choose a fund manager and the rest will be all taken care of. The market always rewards risk and we know that risk and return always go hand in hand; hence, any short terms should not lead you to discontinue your SIPs.

However, Finvasia lists out five funds which have the potential to deliver consistent returns

 

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