Dynamic asset-allocation funds factor in market valuations before investing in various assets. Does investing in sectoral equity mutual funds 5 mutual funds to invest in sense?
With sector funds, the timing of the investment and the health of the concerned sector is very crucial. Never read too much into the short term performance of a mutual fund scheme. Select Aditya Birla Sun Life AMC Ltd. Mutual Fund Meter Is Your Fund the Best? How to pick the right fund?
NAV Myths: Have you misunderstood it too? How to optimize your tax using mutual funds? Depending upon your risk profile and longevity of holding period, you can chose between various debt, equity and balanced funds. 10 best funds available in the market today.
The list has considered funds’ consistency over the long term, volatility, ability to deliver returns commensurate with risk levels, and investment style, and is a mix of pure equity, pure debt, and balanced funds. This is a pure large-cap fund. Given that mid-caps are overheated and likely to correct further, sticking to large-caps is a prudent move. A quality large-cap fund, it beats the Nifty 100 index, the representative index for large-cap stocks, all the time in both the short-term and long-term. It is similarly consistent in beating category average. It maintains a higher-than-average risk-adjusted return. While financials and energy are its biggest sectors, it also holds good exposure to automobiles and consumer durables, besides dark-horses healthcare and software.