Details of 5 top mutual funds option for investors:
Birla SL Frontline Equity Fund (Large-cap Fun Category)
With a track record of over 15 years, Birla SL Frontline Equity Fund has been one of the most consistent performers, which gives your investments valuable nourishment by investing in some of the fast growing Indian industries such as Finance, FMCG, Oil & Gas, IT etc. and ensures good returns. This plan is best for those who are seeking long-term capital growth in equity.
You will be surprised to know that this mutual fund scheme helps you with long-term growth of your investment. Let’s understand scheme details.
| Fund Type | Open-Ended |
| Investment Plan | Growth |
| Launch date | Aug 30, 2002 |
| Benchmark | S&P BSE 200 |
| Asset Size (Rs cr) | 11,877.82 (Mar-31-2017) |
| Minimum Investment | Rs. 5,000 |
| Entry Load | N.A |
| Exit Load | 1.00% |
Now let’s look at table below to understand the NAV (returns) of Birla SL Frontline Equity Fund as on 13 Jun, 2017.
| Returns (NAV) | |||||||
| Period | Returns | Absolute Returns (in %) | |||||
| 1 month | 1.30% | Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Yearly |
| 3 month | 8.20% | 2017 | 13 | – | – | – | – |
| 6 month | 17.90% | 2016 | -2.5 | 8.9 | 6.1 | -7.4 | 7 |
| 12 months | 22.10% | 2015 | 4.1 | -1.3 | -3.9 | 0.3 | 0.9 |
| 24 months | 13.50% | 2014 | 6.9 | 18.4 | 4.9 | 8.3 | 44.5 |
| 36 months | 14.20% | 2013 | -5.6 | 2.1 | -1.4 | 11.3 | 8.3 |
| 60 months | 19.90% | 2012 | 13.9 | 0.5 | 9.8 | 6.9 | 36.2 |
ICICI Prudential Value Discovery Fund (Multi-cap Category)
Famous for following the contrarian style of investing, this plan is quite famous among the investors and advisors for its high return scale. It aims to generate returns by investing in stocks with attractive estimations.
Let’s understand the scheme details of this popular open-ended diversified equity scheme.
| Fund Type | Open-Ended |
| Investment Plan | Growth |
| Launch date | Mar 04, 2004 |
| Benchmark | NIFTY MIDCAP 100 |
| Asset Size (Rs cr) | 14,011.22 (Mar-31-2017) |
| Minimum Investment | Rs. 500 |
| Entry Load | N.A |
| Exit Load | 1.00% |
Now, let’s look at the NAV (Return) value of ICICI Prudential Value Discovery Fund as on June 13th, 2017.
| Returns (NAV) | |||||||
| Period | Returns | Absolute Returns (in %) | |||||
| 1 month | -0.80% | Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
| 3 month | 5% | 2017 | 9.8 | – | – | – | – |
| 6 month | 11.20% | 2016 | -5.1 | 9.8 | 3.2 | -5.8 | 3.9 |
| 12 months | 16.50% | 2015 | 5.5 | -2 | -2.4 | 1.4 | 5.1 |
| 24 months | 10% | 2014 | 10 | 31.7 | 9.4 | 8.5 | 72.6 |
| 36 months | 15.30% | 2013 | -7.6 | -5.2 | 1.2 | 17.6 | 7.1 |
| 60 months | 23% | 2012 | 22.1 | 0.1 | 8.2 | 5.9 | 45.4 |
HDFC Mid-cap Opportunities Fund (Mid-cap Category)
HDFC Mid-cap Opportunities Fund can be an apt choice for those who are looking for an investment plan, which can endure the uneven rides during an odd phase and also can generate long-term capital appreciation. It currently invests 56% of its corpus in various mid-sized organisations.
Let’s understand the scheme details of HDFC Mid-cap Opportunities Fund.
| Fund Type | Open-Ended |
| Investment Plan | Growth |
| Launch date | May 07, 2007 |
| Benchmark | NIFTY MIDCAP 100 |
| Asset Size (Rs cr) | 12,753.08 (Mar-31-2017) |
| Minimum Investment | Rs. 5,000 |
| Entry Load | N.A |
| Exit Load | 1.00% |
Now, let’s look at the NAV (Return) value of the scheme as on June 13th, 2017.
| Returns (NAV) | |||||||
| Period | Returns | Absolute Returns (in %) | |||||
| 1 month | -0.50% | Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
| 3 month | 10.60% | 2017 | 16.7 | – | – | – | – |
| 6 month | 20% | 2016 | -5.7 | 10.6 | 12 | -8 | 10.6 |
| 12 months | 34.55% | 2015 | 1.4 | -0.5 | -0.2 | 2.2 | 5.4 |
| 24 months | 20.10% | 2014 | 9.7 | 29.8 | 8.9 | 13 | 76 |
| 36 months | 23% | 2013 | -8.3 | -1.1 | -4.4 | 21.6 | 8.7 |
| 60 months | 27.20% | 2012 | 23 | -2.1 | 9.6 | 4.3 | 40 |
DSP Micro Cap Fund (Small-cap Category)
DSP Micro Cao Fund invests around 65% of its corpus in small cap stocks and follows buy and hold investment strategy. It is renowned for having a very low Portfolio Turnover ratio, which is at 13%.
Let’s understand the scheme details of DSP Micro Cap Fund.
| Fund Type | Open-Ended |
| Investment Plan | Growth |
| Launch date | May 04, 2007 |
| Benchmark | S&P BSE SMALLCAP |
| Asset Size (Rs cr) | 4,258.41 (Mar-31-2017) |
| Minimum Investment | Rs. 5,000 |
| Entry Load | N.A |
| Exit Load | 1.00% |
Now, let’s look at the NAV (Return) value of the scheme as on June 13th, 2017.
| Returns (NAV) | |||||||
| Period | Returns | Absolute Returns (in %) | |||||
| 1 month | 0.60% | Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
| 3 month | 13.30% | 2017 | 15.6 | – | – | – | – |
| 6 month | 23.30% | 2016 | -8.2 | 15.9 | 7.4 | -4.9 | 11.8 |
| 12 months | 36% | 2015 | 7.1 | -1.2 | 3.3 | 5.8 | 19.3 |
| 24 months | 28.10% | 2014 | 9 | 36.6 | 16.1 | 16.1 | 99.7 |
| 36 months | 34.30% | 2013 | -15.8 | -0.7 | -4.5 | 24.9 | 3.2 |
| 60 months | 32.80% | 2012 | 20 | 0.4 | 9.6 | 4.5 | 40.6 |
Axis Long Term Equity Fund (ELSS/Tax Saving Category)
This plan also can be treated as a flexi-cap fund, which offers tax benefits. It has a low-risk level and high return at the end.
Let’s understand the scheme details of Axis Long Term Equity Fund.
| Fund Type | Open-Ended |
| Investment Plan | Growth |
| Launch date | Dec 21, 2009 |
| Benchmark | S&P BSE 200 |
| Asset Size (Rs cr) | 10,675.84 (Mar-31-2017) |
| Minimum Investment | Rs. 500 |
| Entry Load | N.A |
| Exit Load | 0.00% |
Now, let’s look at the NAV (Return) value of the scheme as on June 13th, 2017.
| Returns (NAV) | |||||||
| Period | Returns | Absolute Returns (in %) | |||||
| 1 month | 2.60% | Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
| 3 month | 12.40% | 2017 | 13.3 | – | – | – | – |
| 6 month | 20.10% | 2016 | -5.2 | 8 | 5 | -9.9 | -1.2 |
| 12 months | 21% | 2015 | 7.7 | -2.4 | -1.1 | – | 6.2 |
| 24 months | 12.70% | 2014 | 10.8 | 20.8 | 11.6 | 10.9 | 65.9 |
| 36 months | 18.50% | 2013 | -5.1 | 4.7 | -1.7 | 16.3 | 15.8 |
| 60 months | 24.50% | 2012 | 13.2 | 1.3 | 11 | 3.2 | 34 |
