poplaadvertising.blogg.se - Best performing mutual funds right now in 2018

the historic performance of some of the best performing fundsīased on the historic performance, please see below the list of Best performing Equity Mutual Funds.In this post, I have shared various performance parameters for best mutual funds: Mutual Fund Performance (Historic and Year-on-Year) Passive Investor: 50% in Large Cap, 25% in Midcap, 25% in Multicap.Moderate investor: 25% in Small Cap, 25% in Large cap, 50% in Midcap and Multiap.Aggresive Investor: 50% in Small Cap, rest 50% in Large, Mid and Multicap.You should consult your financial advisor.įollowing is just an example of how you can allocate your investment in different funds based on your risk appetite. Depending on your situation, you need to create an optimal combination for yourself. It depends on your investment objective, time frame and risk apettite.

There are various categories of Equity funds and you should select one / combination based on your risk profile, time horizon etc. This helps to average the cost price and risk. So rather than making one time investment, you should consider investing via SIP mode.

SIP mode – This is an option to invest systematically on a periodic basis (e.g.

The other options are Dividend and Dividend re-investment

Growth option – In this option the earnings are getting accumulated and helps to build corpus over long term.

Normally the returns of DIRECT funds are approx 1% higher than normal funds. You save distribution commission as the mutual fund company is not paying any commission on such mutual funds and those benefits are passed on to the investors.

Direct option – If you are investing directly, you should select DIRECT option.

When you have decided to invest through mutual funds, you should consider selecting following options: Mutual funds is the best route for retail investors to invest in Equities. So as part of investment strategy, one should definitely consider some exposure to equity funds.īased on your risk profile, you should allocate a portion of your investment amount into Equities. Over a long term, equity investments have given better returns than fixed deposit, gold etc. Equity Mutual funds are one of the best investment option for long term.