Best Performing Equity Mutual Funds
Scheme Name
CRISIL Rating
1 Year Returns (%)
3 Year Returns (%)
5 Year Returns (%)
ICICI Pru Bluechip Fund 9.86 11.75 16.57
DSPBR Equity Opportunities Fund-Reg(G) 5.60 13.90 19.06
Kotak Emerging Equity Scheme(G) 5.98 15.48 25.43
Do you know, most investors sell their Mutual Funds holding early (within 2 to 3 years)? As most of them react to market swings, and with no advisory support, they Sell. It’s not about knowing (or selecting), the Top Mutual Funds to Invest (for long term), but what’s the reasoning behind, to HOLD or SELL (when market swings)? Best SIP Plans, or Best Mutual Funds to Invest, depends on your objective, holding period & risk.
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Best Tax Saving Mutual Funds (ELSS)
Scheme Name
CRISIL Rating
1 Year Returns (%)
3 Year Returns (%)
5 Year Returns (%)
Aditya Birla SL Tax Relief '96 14.25 14.15 21.94
Axis Long Term Equity Fund(G) 16.25 12.62 22.97
DSPBR Tax Saver Fund-Reg(G) 4.09 12.77 19.18
Do you know, Mutual Funds offer the Top Tax Saving Funds? Tax Planning Mutual Fund Schemes, are also known as Equity Linked Savings Scheme (ELSS Funds). But how many of us know that, they are the Best Tax Savings Fund? You can also start your SIP, with ELSS funds.
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Best Performing Balanced Mutual Funds
Scheme Name
CRISIL Rating
1 Year Returns (%)
3 Year Returns (%)
5 Year Returns (%)
L&T Hybrid Equity Fund-Reg(G) 4.90 10.98 17.75
ICICI Pru Equity & Debt Fund(G) 5.40 11.56 17.29
DSPBR Equity & Bond Fund-Reg(G) 3.52 10.72 15.70
Do you know, Balanced Funds are also known as well-weather funds? They earn the "balanced" moniker, by keeping the balance between the two asset classes (equity & debt) pretty steady, usually placing about 60% of their assets in stocks, and 40% in bonds. Top balanced mutual funds for long term, are usually suggested for retirement planning.
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Best Performing Retirement funds
Scheme Name
CRISIL Rating
1 Year Returns (%)
3 Year Returns (%)
5 Year Returns (%)
HDFC Small Cap Fund-Reg(G) 20.23 21.10 23.28
L&T Midcap Fund-Reg(G) 6.62 17.65 27.95
L&T India Value Fund-Reg(G) 2.99 14.96 24.31
The question is not, at what age you want to retire, but it’s at what income you want to retire? Retirement Plan, or selecting Top Mutual funds for Retirement, is an arduous task, where returns or your money is back, only when you retire.
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