Mutual Funds Investments
Mutual Funds – Guarded Territory
Investing –
What is the 1st thing that comes to our Mind – Its Stock Market , Shares , Risk, Gamble…. Yes you all are right I am
sure our mind reacts in similar fashion wherein Investing is directly
associated with Share Market ( NSE , BSE ) but there is another Diversified
View of the Share Market which is Investing Via Mutual Funds.
In this Blog, I
will try to explain the concept of
Mutual Funds, put them into various categories, Map the Various Mutual
Funds with the Risk appetite of the Investor & also Suggest Key Mutual
Funds basis their Past performance in each Categories
Mutual Fund – What is the so Mutual about it?
A mutual fund
is a type of financial vehicle made up of a pool of money collected from many investors to invest in securities like stocks, bonds, money market instruments, and other assets.
Mutual funds are operated by Professional Fund
managers, who allocate the fund's that have been pooled up together from multiple
small & retail Investors in order to have the capital gains or income for all participant investors. Mutual
funds give small or individual investors access to diversified,
professionally managed portfolios at a low price.
Benefits of Investing Via Mutual
Funds
1.
Simple to
Invest
2.
Professionally
Managed
3.
Diversification
4.
Lost Cost
Management
5.
Offers
Liquidity
6.
Transparent
7.
Regulated
8.
Tax Benefits
9.
Small &
Lump sum Investment Options
Classification of Mutual Funds: -
Outcome of the Analysis based on
Past Performance: -
In
the blog, I have tried to do an analysis on (Small Cap , Mid Cap & Large
Cap funds ) basis their previous years return% , Cumulative size of fund ,
expense ratio etc.
Small Cap Funds :-
|
Fund Name |
Type |
Category |
Fund Size |
Risk Associated |
Expense Ratio |
1 Yr. Growth % |
1 Yr. Rank |
3 Yr. Growth % |
3 Yr Rank |
5 Yr. Growth % |
5 Yr. Rank |
7 Yr. Growth % |
7 Yr Rank |
10 Yr. Growth % |
10 Yr. Rank |
Sum of Rank |
|
Axis Small Cap Fund |
Equity Funds |
Small Cap Funds |
3724 Cr |
Very High |
0.39% |
22.4 |
5 |
10.44 |
1 |
14.32 |
2 |
21.28 |
4 |
— |
|
12 |
|
SBI Small Cap Fund |
Equity Funds |
Small Cap Funds |
6594 Cr |
Very High |
0.90% |
32.6 |
3 |
5 |
3 |
16.29 |
1 |
27.21 |
1 |
18.94 |
1 |
9 |
|
Nippon India Small
Cap Fund |
Equity Funds |
Small Cap Funds |
10637 Cr |
Very High |
1.07% |
29.95 |
4 |
2.56 |
4 |
12.51 |
4 |
23.13 |
2 |
17.28 |
2 |
16 |
Mid Cap Funds
|
Fund Name |
Category |
Fund Size |
Risk |
Expense Ratio |
1 Yr. Growth % |
1 Yr. Rank |
3 Yr. Growth % |
3 Yr Rank |
5 Yr. Growth % |
5 Yr. Rank |
7 Yr. Growth % |
7 Yr. Rank |
10 Yr. Growth % |
10 Yr. Rank |
Sum of Rank |
|
Axis Midcap Fund |
Mid Cap |
8608 Cr |
Very High |
0.52% |
31.24 |
2 |
14 |
1 |
15.94 |
1 |
20.54 |
3 |
— |
|
7 |
|
Invesco India Midcap Fund |
Mid Cap |
1195 Cr |
Very High |
0.73% |
30.69 |
3 |
7.68 |
2 |
13.76 |
4 |
19.69 |
7 |
16.18 |
2 |
18 |
|
Edelweiss Midcap Fund |
Mid Cap |
1061 Cr |
Very High |
0.77% |
35.39 |
1 |
5.23 |
7 |
13.7 |
5 |
20.9 |
2 |
16.34 |
1 |
16 |
Large Cap Funds
|
Fund Name |
Category |
Fund Size |
Risk Associated |
Expense Ratio |
1 Yr. Growth % |
1 Yr. Rank |
3 Yr. Growth % |
3 Yr Rank |
5 Yr. Growth % |
5 Yr. Rank |
7 Yr. Growth % |
7 Yr Rank |
10 Yr. Growth % |
10 Yr. Rank |
Sum of Rank |
|
Mirae Asset Large Cap Fund |
Large Cap Funds |
21746 Cr |
Very High |
0.56% |
12.12 |
5 |
8.68 |
2 |
13.67 |
2 |
17.41 |
1 |
13.57 |
1 |
11 |
|
Axis Bluechip Fund |
Large Cap Funds |
21868 Cr |
Very High |
0.50% |
16.89 |
1 |
14.66 |
1 |
14.66 |
1 |
15.92 |
2 |
12.47 |
2 |
7 |
|
SBI Bluechip Fund |
Large Cap Funds |
24854 Cr |
Very High |
1.04% |
14.7 |
3 |
7.65 |
4 |
11.07 |
5 |
15.44 |
3 |
11.85 |
3 |
18 |
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