5 Best Mutual Funds to Invest in 2018

Over the past few years, the mutual fund has grown. Therefore the best performing type of mutual fund keeps on changing in the market. Various type of rating system is there to judge it like CRISIL, ICRA etc. These all will evaluate in terms of standard deviation, returns and like. When these factors all are brought together rating of the mutual fund is done in India. In order to make this process of investment easier for the investors, Mutual Fund Planner in Mumbai can shortlist some of them with the guidelines to choose best mutual fund of 2018.

So far the equity market is going volatile due to rise in the price of crude oil and bond yields, governance issues of the bank and with the possibility in four rate hikes of the US in 2018. So investors must use current volatility as the opportunity for creating wealth on a long-term basis.

Best Mutual Fund 2018-19

1. ICICI Prudential Equity and Debt Fund

The equity-based balanced fund that does the strategic allocation between equity and debt is based on the outlook of the market in order to ensure maximum less risk reward. As per March 2018, for a long term the fund invested shows 67% of AUM from equity steady while 26% is invested in debt to cap up downside risk involved. The fund of 60% of AUM invested in larger cap 7% in the mid-cap and smaller cap stocks. Those who want to have balanced approach means 65% of equity and 35% of debt is a way to invest this scheme for long-term return.

2. SBI BlueChip Fund

The equity fund is SBI Blue Chip Fund investment in the top 100 stocks of the market. This is invested in the companies that have important market share and leads in their industry. As per March 2018 index, the fund that is invested 75% of AUM done in larger cap stock and 14% in the mid-cap and smaller cap shows a steady growth for a longer term of return. This fund is more allocated to the Private Banks at 15%, Pharma of 6% and NBFC Finance sector 6%. Those who want to invest first time in larger cap stocks is best to invest in such fund that creates return for a long term.

3. AXIS 25 Fund

An equity fund more invested in conviction stocks with a maximum of 25 from the top 200 stocks as per market capitalization. This fund invested in only quality companies that have credible management, proper profit growth and cash inflow and have clean balance sheet. As per March 2018, the fund invested 62% in the larger cap AUM and 32% in the mid-cap and the smaller cap is growing steadily for the long term. This is mostly allocated to the Private Banks up to 18% then Auto Ancillary 9% and Software Company 8%. The investors who are looking for major exposure from higher conviction large cap and middle level cap stocks you can do investment in the fund that creates more wealth for a longer term.

4. Tata Equity

A value-conscious fund is Tata equity that invests 70 to 100% of AUM in the stocks that roll 12 months in PE ratio lesser than 12 months of rolling PE ratio in the BSE Sensex. Then the remaining AUM gets allocated to other equity or debt instruments.

5. DSP Black Rock

On the basis of market capitalization, this fund is invested in the stocks of top 100 companies. The mutual fund Consultant in Mumbai does investment in smaller and mid cap stocks that give consistent earnings and potential growth.

Here are the best mutual funds of 2018 where you can make the investment for long term. But the performance data may get changing on the basis of returns.

The best is to invest in mutual funds through SIP. Systematic Investment Plan means the investors can do the investment of a fixed amount in the mutual fund for some period. Snpfp is has the best Mutual Fund Consultant Mumbai can you help invest in mutual funds.

Read above article useful information & knowledge for you.