With an AUM of INR 327.45 cr, the Quant Tax Plan seeks to generate capital appreciation by investing in equity shares that display growth potential. The PGIM India Flexi-cap fund offers a 5-year CAGR of 20.79%.
Having been made available to investors in March 2015, the fund offers high returns but investors need to be wary of experiencing moderate losses due to its high-risk nature. PGIM India Flexi-Cap FundĪiming to generate income by investing in an actively managed diversified portfolio, the PGIM India Flexi-cap fund is extremely high risk and has an AUM of INR 1,688.70 cr. Aiming to achieve long-term capital appreciation by investing primarily in equity and equity-related instruments, the fund is suitable for those looking to invest for 3-4 years and offers a 5-year CAGR of 21.51%. With a minimum lump sum investment amount of INR 5000, the fund comes with an exit load of 2% if redeemed within 365 days and 1% if redeemed between 366-730 days. Rated extremely high risk, the Parag Parikh Flexi-cap fund has an AUM of INR 13,186.70 cr but has a lower expense ratio of 0.89%. Providing a 5-year CAGR of 23.31%, the fund aims to provide investors with opportunities for long-term wealth growth. The stock selection strategy includes both growth and value investing. Being extremely high risk, the fund has a minimum SIP of INR 500. With a Net Asset Value (NAV) of INR 102.68 as of 16th Aug 2021, the SBI small-cap fund has an AUM of INR 9,620.21 cr with an expense ratio of 0.84%. Made available to investors in 2013, the fund is ideal for those with greater risk appetite and are expecting higher returns although investors need to be ready for moderate losses owing to the risk factor. Looking to focus on small-cap companies across sectors, the Nippon India Small-cap Fund is extremely high risk with minimum SIP investments set to INR 100 while the lump sum investment is 5000 with an exit load of 1% if redeemed within a month. The fund has a 5-year CAGR of 21.13% and is ideal for long-term goals such as education, retirement, etc. However, being a high-risk fund, investors also need to be prepared for the possibility of moderate losses in their investments. While the Axis Midcap Fund is a moderately high risk, it’s suitable for those looking to invest for 3-4 years and wish to receive high returns. Having an AUM of INR 13,834.27 cr, the companies chosen for the portfolio of this fund are the ones with high growth prospects to assist the investment goal of quick wealth creation. Classified as very high risk, the PGIM India Midcap Opportunities Fund is best suited for investors who aim to invest for at least 3-4 years and are seeking high returns, and have a 5-year CAGR of 21.23%. While the minimum lump sum amount is INR 5000, for units crossing 10% of the investment, 0.5% will be the levied charges for redemption within 90 days. With an expense ratio of 0.37% and a minimum SIP amount of INR 1000, the PGIM India Midcap Opportunities fund currently has an AUM of INR 2383.38 cr. While the returns are taxed at 15% if the fund is redeemed before one year, customers are required to pay 10% along with an LTCG tax on the returns of INR 1 lakh+ in a financial year. With a current Asset Under Management (AUM) of INR 3,691.25 cr, the fund is rated extremely high risk and the minimum SIP (Systematic Investment Plan) is set to 1000. Canara Robeco Bluechip Equity Fund (Large-Cap)Īn equity mutual fund scheme launched by Canara Robeco Mutual Fund, this scheme has been available since 2013 and seeks to provide capital appreciation by mainly investing in companies having large market capitalization. The Axis Bluechip Fund aims to generate long-term capital growth through investment in a diverse portfolio and is suitable for investors who are looking for long-term capital appreciation. While they are less volatile than mid-cap or small-cap stocks and have sufficient liquidity, they are rated high risk and the minimum SIP is set to INR 500 with the minimum lump sum investment set to INR 5000. Launched by Axis Mutual Fund, the Axis Bluechip Fund currently has an AUM of INR 29,160.6 crore and invests in blue-chip stocks or stocks of large organizations that are financially stable and established.
Mutual funds are often categorized as large-cap funds, mid-cap funds, small-cap funds, flexi cap funds, and ELSS (Equity-Linked Savings Scheme) funds. However, before delving into the best-performing mutual funds, it’s necessary to understand their classification.
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