Several funds have given healthy returns over the past year and are worth considering by investors.
Equity savings funds and dynamic equity schemes are less volatile than regular diversified equity funds.
Defying predictions of their imminent irrelevance, some actively-managed large cap schemes have bounced back to the top of the return chart.
High differential in spreads between rated bonds & repo makes funds suitable for investors with moderate risk appetite.
All the 21 funds in the category were positive, and the lowest return offered by the category was 23 per cent in 2014.
The toppers in the category have offered around 23 per cent returns in both three months and one-year horizon.
Long duration funds and gilt funds have made a comeback in the last six months.
Debt mutual fund managers are recommending dynamic bond funds these days.
Many toppers in various mutual fund categories were offering negative returns in the last year.
In fact, some gilt schemes are offering more than 10 per cent in the last year.
UTI Equity Fund came second, delivering 4.8 per cent return for the year.
Investors in midcap equity mutual fund schemes were disappointed in 2018.
Around 80 per cent equity mutual fund schemes failed to beat their respective benchmarks in the last year.
Multicap mutual fund schemes, like other equity mutual fund categories, had a tough year in 2018.
Largecap mutual fund schemes proved to be the only safe option in the volatile market in 2018.
A 10-15% fall in Nifty and deeper correction in some stocks make valuations attractive.
Peakout in yields likely over next one year, so investing now and holding for 2-3 years can give good and safe returns, they say.
Technology funds have made more money for investors than any other mutual fund category in the past year.
By FY2025, India’s pharma industry size is estimated to rise to $100 billion.
When markets turn volatile, investors in hybrid funds do not usually cut and run as the losses are simply not big enough to scare them away.
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