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4 Top Performing Mutual Funds from Different Equity Categories

 

Mutual Fund market is blooming more and more with each day passing. Millions of investors are enjoying the benefits of these funds by making investments either through lump-sum or SIP. Now, there are a large number of mutual fund schemes that are available today, but there is only one in each category that is crowned with the title of a top performer. In this article, we are going to discuss best mutual funds from various equity categories that have shown over the top performance in 2018.

SBI Small Cap Fund

This scheme has provided returns of 8.50%, 15.17%, and 31.82% in 1, 3, and 5 years respectively (as on Jul 20, 2018) and has beaten its benchmark at all instances with great margin which has provided returns of -8.73%, 8.45%, and 22.70% in the same time period. The scheme has 19.55% investment in mid-caps and 80.25% in small-cap companies. It is one of the best investment options as it has provided stable returns even during the current market volatility, where many of the schemes have failed to do. As on Jul 20, 2018, the scheme has a NAV of Rs 50.02, and the assets under management as recorded on Jun 30, 2018, are worth Rs 792 crores. The minimum amount required to start an investment in this scheme is Rs 5000, and you can start a SIP for as low as Rs 500.

Axis Mid Cap Fund

The scheme was launched on Feb 18, 2011, with the objective to provide long-term capital appreciation by investing predominantly in mid-cap equities. It particularly invests in companies which show high possibilities of future growth and can become large-caps in the coming future. It has provided returns of 16.38%, 8.86%, and 23.28% in 1, 3, and 5 years, respectively and has successfully beaten its benchmark in 1 and 5 years trailing returns. The main focus here is the 1-year return of 16% that it has given which many schemes fail to provide even in 5 years of time. The fund has a current NAV of Rs 35.03,(as on Jul 20, 2018), and an asset size of Rs 1396 crore (as on Jun 30, 2018). The minimum investment required to enroll for this scheme is Rs 5000 and you can start a SIP with as low as Rs 1000.

Reliance Large Cap Fund

This is the best mutual fund from the large-cap category and was previously known as Reliance Top 200 Fund. It has 78.47% of total investments in large-caps, 20.38% in mid-caps, and 1.15% in small-cap companies. The scheme has given returns of 8.10%, 18.66%, and 13.46%, in 3, 5, and 10 years, respectively (as on Jul 20, 2018). It has successfully beaten its benchmark in 5 and 10 years returns. The top holdings of the scheme are State Bank of India, ITC, HDFC Bank, Larsen & Toubro, and Infosys, all of which are well-established companies and show great potential in term of providing high returns in the coming years.

Aditya Birla Sun Life Pure Value Fund

This is the top performing mutual fund in the equity: value-oriented category and was launched on Mar 27, 2018. The scheme follows a value stock picking style to generate high returns. It has provided returns of 10.54%, 26.13%, and 19.98% in 1, 3, and 5 years, respectively and has beaten its benchmark and category at all 3 instances. The scheme is currently following a perfectly diversified portfolio, and have 30.17% investment in large-caps, 35.01% in mid-caps, and 34.82% in small-cap stocks. Current NAV of the scheme is Rs 54.09 (as on Jul 20, 2018), and the assets under management as recorded on Jun 30, 2018, are worth Rs 3,771 crore. The minimum investment amount is Rs 1000 for both SIP and lump-sum.

This covers the top performing schemes from major equity categories. These schemes have shown great performance in 2018, but that does not mean that they will perform likely in the future. So, before making the final decision consult your financial advisor.

Go through this article to know about Top Performing mutual funds from different equity categories.

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