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Which is the right scheme to invest in? This is a generic question that every investor asks as it becomes really difficult to finalize a single scheme from a pool of options available in the mutual fund market. To help an investor out of this situation, all the schemes are compared on the basis of returns, duration, risks involved, etc., factors to find out the top performing schemes. In this article, we are going to talk about such schemes recommended by the financial advisors of MySIPonline that have made their place in the top performing mutual funds’ list. They are as follows:
Aditya Birla Sun Life Pure Value Fund
This scheme was launched on March 26th, 2008 with an investment objective to generate long-term capital appreciation by following value investing strategy. Mr. Mahesh Patil and Mr. Milind Bafna have been managing this fund since January 2014. The net asset value at which its units can be purchased is Rs. 55.7647 as on June 29th, 2018 and the assets managed under it were Rs. 3895 crores as on May 31st, 2018.
SBI Small Cap Fund (Erstwhile SBI Small & Midcap Fund)
The scheme was launched on November 16th, 2013 with an investment objective to generate long-term capital appreciation by investing in diversified equities of small-cap companies. It follows a mixture of growth and value style of investing. Mr. R. Srinivasan has been managing the fund since November 2013. Its NAV as on June 29th, 2018 was Rs. 50.95 and the AUM was Rs. 809 crores as on May 31st, 2018.
Kotak Standard MultiCap Fund (Erstwhile Kotak Select Focus Fund) It is an open-ended equity scheme launched on September 11th, 2009 that invests in equity and equity-related instruments across market capitalization focusing on a few selected sectors. This fund is managed by Mr. Harsha Upadhyaya since January 2013. An investor may start investing in it with a minimum investment amount of Rs. 5000. Its NAV is 34.584 as on June 29th, 2018 and the assets under management were recorded to be worth Rs. 19,614 crores as on May 31st, 2018.
Aditya Birla Sun Life Frontline Equity Fund (G)
It is one of the top performing mutual funds that was launched on August 30th, 2002 by Aditya Birla Sun Life Mutual Fund. This scheme aims to provide its investors an opportunity to earn long-term capital growth by investing in equity and equity related instruments of large-cap companies. It is managed by Mr. Mahesh Patil since November 2005. An investor start may his investment in it with a minimum investment amount of Rs. 1000.
Mirae Assets Emerging Bluechip Fund
This scheme was launched on July 9th, 2010 and is managed by Mr. Neelesh Surana. It is open-ended scheme that invest in large-cap and mid-cap equities to help an investor earn income and a capital appreciation. Its net asset value as on June 29th, 2018 was Rs. 47.722 and the assets recorded as on May 31st, 2018 were worth Rs. 5429 crores.
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