Never miss a great news story!
Get instant notifications from Economic Times
AllowNot now

You can switch off notifications anytime using browser settings.

Close to 65.5% of the scheme’s portfolio is invested in well-placed large-sized or bluechip companies in India.

The scheme has invested close to 51% of its money in bluechip and large-sized companies. Besides, close to 44% of the scheme’s money is in mid-sized companies, followed by about 4.5% in small-sized companies

These schemes, as the name suggests, would invest in a mix of large and mid-sized companies.

Exposure to gold to the tune of 8-11% of one’s portfolio is one of the ways to mitigate some of concerns surrounding the current uncertainties.

Axis Focused 25 Fund: Fund review

One of the key aspects of the scheme is its ability to perform well in almost all market cycles in the past three years. It has been a consistent outperformer.

Historically, it has been observed that small-sized companies tend to do well — many a time outperforming large-cap companies — when earnings rally kicks in.

Since rolling returns are calculated on a series of data, there is a very high probability of decent performance from these schemes.

One of the key aspects of the scheme is the quality of its portfolio, which includes companies that have high corporate governance standards, lean cost structure and better balance sheets than their peers in their respective sectors.

Canara Robeco Emerging Equities Fund, the third largest scheme in the large & mid cap category, has consistently outdone its benchmark and peers.

Kotak Standard Multicap Fund: Fund review

When being well-diversified pays off

Among balanced schemes, SBI Equity Hybrid is the top performer thanks to its conservative approach.

Today, the Nifty 50 index is trading at price to earnings (P/E) multiple of 27 times. In such a situation, it is important to follow the tenet of value investing.

Focus on returns, cash flow pays off.

Among balanced schemes, SBI Equity Hybrid is one of the most stable performers in the long term.

Reliance ETF Gold BeES: Fund review

In the past three months, gold prices have risen to close at Rs 38,775 for 10 grams.

Gilt mutual funds are considered ideal for long-term debt mutual fund investors with an aggressive risk profile

In almost all cycles the scheme has beaten its peers and the benchmark index by a reasonably good margin.

A large part of the portfolio is invested in financials which include private sector banks such as HDFC Bank, ICICI Bank and Kotak Mahindra Bank.

These funds tend to score well on risk-adjusted metrics and hold dependable stocks in their portfolios.

Tata Equity PE Fund: Fund review

In the past six months, the scheme has invested in firms which have sound business model but are trading at cheap valuation.

Other useful Links

Copyright © 2019 Bennett, Coleman & Co. Ltd. All rights reserved. For reprint rights: Times Syndication Service