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Equity Mutual Funds are long-term investment funds. This is because they have generated solid returns when invested in for long-term like 3 yrs., 5 yrs. or more.
Well, equity mutual funds have short-term market fluctuations and include risk as their performance is market-oriented that is highly dependent on market performance. This is also one of the reasons, why people are advised to invest for the long term in equity mutual funds.
For wealth creation or for goals that are far apart say 5-10 years away to achieve, experts suggest investing in Equity mutual funds. These funds invest in stocks and shares of different companies and tend to generate good returns in long term.
If you are in search of funds or schemes where you can invest for the long term and create wealth, then I suggest considering investing in these TOP EQUITY MUTUAL FUND SCHEMES!
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Canara Robeco Bluechip Equity Fund
It is a large-cap category mutual fund run and managed by Canara Robeco Mutual Fund House.
The fund has 94.55% investment in Indian stocks of which 72.67% is in large-cap stocks, 9.75% is in mid-cap stocks.
The fund size of the scheme is around Rs. 5,691 crores and it charges a total expense ratio of around 0.36%. The fund also charges a kind of exit load equal to 1.0% of sell value if a fund is sold before 365 days.
The prime objective of the scheme is To provide capital appreciation by predominantly investing in companies having a large market capitalization.
The fund is best suitable for investors looking to invest for long-term say 5 years or more and create wealth.
Edelweiss Large Cap Fund
It is a large-cap category mutual fund run and managed by Edelweiss Mutual Fund House.
The fund has 88.93% investment in Indian stocks of which 69.33% is in large-cap stocks, 8.75% is in mid-cap stocks, 2.29% in small-cap stocks.
Fund also has 1.92% investment in Debt of which 1.92% is in Government securities.
The fund size of the scheme is around Rs. 311 crores and it charges a total expense ratio of around 1.09%. The fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The investment objective is to seek to generate long-term capital appreciation from a portfolio predominantly consisting of equity and equity-related securities of the 100 largest corporate by market capitalization listed in India.
The fund is best suitable for investors looking to invest for long-term say 5 years or more and create wealth.
BNP Paribas Mid Cap Fund
It is a mid-cap category mutual fund run and managed by BNP Paribas Mutual Fund House.
The fund has 94.25% investment in Indian stocks of which 2.41% is in large-cap stocks, 68.22% is in mid-cap stocks, 16.64% in small-cap stocks.
The fund size of the scheme is around Rs. 1,065 crores and it charges a total expense ratio of around 0.69%. The fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The investment objective is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the middle and small-capitalization segment, defined as ‘Future Leaders’.
The fund is best suitable for investors looking to invest for long-term say 5 years or more and create wealth.
Edelweiss Mid Cap Fund
It is a mid-cap category mutual fund run and managed by Edelweiss Mutual Fund House.
The fund has 92.93% investment in Indian stocks of which 0.99% is in large-cap stocks, 50.74% is in mid-cap stocks, 31.95% in small-cap stocks.
The fund size of the scheme is around Rs. 1,865 crores and it charges a total expense ratio of around 0.59%. The fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realized.
The fund is best suitable for investors looking to invest for long-term say 5 years or more and create wealth.
ICICI Prudential Small-Cap Fund
It is a small-cap category mutual fund run and managed by ICICI Prudential Mutual Fund House.
The fund has 95.01% investment in Indian stocks of which, 0.77% is in mid-cap stocks, 76.98% in small-cap stocks.
The fund size of the scheme is around Rs. 3,450 crores and it charges a total expense ratio of around 0.63%. The fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The primary objective of the Scheme is to seek to generate capital appreciation by predominantly investing in equity and equity-related securities of small-cap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
The fund is best suitable for investors looking to invest for long-term say 5 years or more and create wealth.
Nippon India Small Cap Fund
It is a small-cap category mutual fund run and managed by Nippon India Mutual Fund House.
The fund has 97.88% investment in Indian stocks of which 7.69% is in large-cap stocks, 5.08% is in mid-cap stocks, 73.02% in small-cap stocks.
The fund size of the scheme is around Rs. 18,832 crores and it charges a total expense ratio of around 0.63%. The fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 30 days.
The primary objective of the Scheme is to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments of small-cap companies and the secondary objective are to generate consistent returns by investing in debt and money market securities.
The fund is best suitable for investors looking to invest for long-term say 5 years or more and create wealth.
To get more details about the fund you can refer to the fund fact sheet or you can get in touch with us. Call us on- 0612-6604453 or mail us at- [email protected]
For any kind of query, you can contact us at Shri Ashutosh Securities Pvt Ltd., we are here to help you in any way possible.
Happy Investing!
(Mutual Fund investments are subject to market risk Illustrations are for example only, there is no guarantee of returns. Past performance is not an indicator/guarantee to future returns).