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Top Performing Mutual Funds in 2019.

2018 has been an exciting year for Mutual store industry. SEBI has executed many new controls. The critical one being, renaming or re-order of Mutual Funds.

Consistently, I distribute an audit of best and top rated mutual fund schemes that can be considered for long-term wealth creation.

Best Large-Cap Equity Funds 2019

1. Axis Blue Chip Fund

The scheme is ranked 1 in Large Cap Fund category by Crisil (for quarter ended Sep 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

The scheme aims to generate long term capital growth by investing in a diversified portfolio predominantly consisting of equity & equity related instruments of large cap companies.

Performance over the years

Key Information

2. ICICI Prudential Blue chip Fund

The scheme is ranked 2 in Large Cap Fund category by Crisil (for quarter ended Sep 2018) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

To seek to generate long-term capital appreciation and income distribution to unit holders from a portfolio that is invested in equity and equity related securities of about 20 companies belonging to the large cap domain and the balance in debt securities and money market instruments.

Performance over the years

Key Information

3. Reliance Large Cap Fund

This is one of the most popular large cap mutual fund in the market right now and has given 14.4% return since its launch.

Investment objective

The scheme aims to generate long term capital growth by investing in a diversified portfolio predominantly consisting of equity & equity related instruments of large cap companies.

Large-cap funds invest in large cap companies which are big, well-established companies of the equity market. These companies are strong, reputable, trustworthy, and generally are top 100 companies in a market by market cap.

Performance over the years

Key Information

4. Aditya Birla Sunlife Frontline Equity Fund

The scheme is ranked 3 in Large Cap Fund category by Crisil (for quarter ended Sep 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

The objective of the scheme is long term growth of capital, through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and/ or sectors as its chosen benchmark index, Nifty 50. The secondary objective is income generation and distribution of dividend.

Performance over the years

Key Information

5. SBI Bluechip Fund

The scheme is ranked 4 in Large Cap Fund category by Crisil (for quarter ended Sep 2018) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

The scheme seeks to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of large cap equity stocks (as specified by SEBI/AMFI from time to time).

Performance over the years

Key Information

Best Large & Mid Cap Equity Funds 2019

1. Mirae Asset Emerging Blue chip Fund

The scheme is ranked 2 in Large & Mid Cap Fund category by Crisil (for quarter ended Sep 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

The investment objective of the scheme is to generate income and capital appreciation from a portfolio primarily investing in Indian equities and equity related securities of large cap and mid cap companies at the time of investment. From time to time, the fund manager may also seek participation in other Indian equity and equity related securities to achieve optimal Portfolio construction. The Scheme does not guarantee or assure any returns.

Performance over the years

Key Information

2. Principal Emerging Blue Chip Fund

The scheme is ranked 3 in Large & Mid Cap Fund category by Crisil (for quarter ended Sep 2018) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

The scheme seeks to achieve long term capital appreciation by investing in equity & equity related instruments of large cap & midcap stocks.

Performance over the years

Key Information

3. Sundram Large & Mid Cap Fund

The scheme is ranked 1 in Large & Mid Cap Fund category by Crisil (for quarter ended Sep 2018) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

The scheme seeks capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks.

Performance over the years

Key Information

4. Invesco India growth Opportunities Fund

The scheme is ranked 1 in Large & Mid Cap Fund category by Crisil (for quarter ended Sep 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

The scheme seeks to generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.

Performance over the years

Key Information

5. Aditya Birla Sun Life Equity Advantage Fund

The scheme is ranked 4 in Large & Mid Cap Fund category by Crisil (for quarter ended Sep 2018) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

The objective of the scheme is to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies.

Performance over the years

Key Information

Best Multi Cap Funds 2019

1. Mirae Asset India Equity Fund

The scheme is ranked 1 in Multi Cap Fund category by Crisil (for quarter ended Sep 2018) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

The investment objective of the scheme is to generate long term capital appreciation by capitalising on potential investment opportunities through predominantly investing in equities, equity related securities. There is no assurance or guarantee of returns.

Performance over the years

Key Information

2. Aditya Birla Sunlife Equity Fund

The scheme is ranked 3 in Multi Cap Fund category by Crisil (for quarter ended Sep 2018) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

The objective of the scheme is to achieve long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities.

Performance over the years

Key Information

3. Kotak Standard Multicap Fund

The scheme is ranked 2 in Multi Cap Fund category by Crisil (for quarter ended Sep 2018) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

The scheme seeks to generate long term capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors.

Performance over the years

Key Information

4. SBI Magnum Multicap Fund

The scheme is ranked 3 in Multi Cap Fund category by Crisil (for quarter ended Sep 2018) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

The scheme would invest in equities and equity related instruments of companies spanning the entire market capitalization spectrum. The fund will invest 50-90 per cent in large-cap stocks, 10-40 per cent in mid-cap stocks and upto 10 per cent in small-cap stocks.

Performance over the years

Key Information

5. IDFC Multicap Fund

The scheme is ranked 3 in Multi Cap Fund category by Crisil (for quarter ended Sep 2018) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

The scheme aims to generate long-term capital growth from an actively managed portfolio of predominantly equity and equity related instruments. It would invest in small and medium size businesses with good long term potential, which are available at cheap valuations.

Performance over the years

Key Information

Best Mid Cap Funds 2019

1. L&T Midcap Fund

The scheme is ranked 2 in Mid Cap Fund category by Crisil (for quarter ended Sep 2018) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

To generate capital appreciation by investing primarily in midcap stocks. The Scheme will invest primarily in companies whose market capitalization falls between the highest and the lowest constituent of the Nifty Free Float Midcap 100 Index.

Performance over the years

Key Information

2. HDFC Mid-Cap Opportunities Fund

The scheme is ranked 3 in Mid Cap Fund category by Crisil (for quarter ended Sep 2018) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.

Performance over the years

Key Information

3. Kotak Emerging Equity Scheme

The scheme is ranked 3 in Mid Cap Fund category by Crisil (for quarter ended Sep 2018) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies.

Performance over the years

Key Information

4. DSP Midcap Fund

The scheme is ranked 3 in Mid Cap Fund category by Crisil (for quarter ended Sep 2018) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized.

Performance over the years

Key Information

5. Franklin India Prima Fund

The scheme is ranked 2 in Mid Cap Fund category by Crisil (for quarter ended Sep 2018) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

An open-end growth scheme with an objective to provide medium to long term capital appreciation as a primary objective and income as a secondary objective.

Performance over the years

Key Information

Best Small Cap Funds 2019

1. L&T Midcap Fund

The scheme is ranked 2 in Small Cap Fund category by Crisil (for quarter ended Sep 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities. Emerging companies are businesses which are typically in the early stage of development and have the potential to grow their revenues and profi ts at a higher rate as compared to broader market.

Performance over the years

Key Information

2. HDFC Small Cap Fund

The scheme is ranked 1 in Small Cap Fund category by Crisil (for quarter ended Sep 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

The scheme seeks to provide long-term capital appreciation /income by investing predominantly in Small-Cap companies.

Performance over the years

Key Information

3. SBI Small Cap Fund

The scheme is ranked 2 in Small Cap Fund category by Crisil (for quarter ended Sep 2018) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of small cap companies.

Performance over the years

Key Information

4. Reliance Small Cap Fund

The scheme is ranked 3 in Small Cap Fund category by Crisil (for quarter ended Sep 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies.

Performance over the years

Key Information

5. Franklin India Smaller Companies Fund

The scheme is ranked 3 in Small Cap Fund category by Crisil (for quarter ended Sep 2018) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Investment objective

The Fund seeks to provide long-term capital appreciation by investing predominantly in small companies.

Performance over the years

Key Information

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