Popular categories of Equity Mutual Funds
Equity funds can be categorised based on various factors such as; the size of listed companies they investin, the investment style, the geography/sectors they focus their investments. Below are a few popular categories of equity Mutual Funds
- Large Cap Fund- Invest in India’s largest companies by market capitalization
- Mid Cap Funds – Invest in mid-sized Indian companies by market capitalization
- Small Cap Funds – Invest in small sized Indian companies by market capitalization
- Multi-Cap Funds – Invest in top performing Indian companies across market capitalization
- Dividend Yield Fund - Funds predominantly investing in dividend yielding stocks
- Sectoral/ Thematic – Funds investing in a particular sector/ particular theme e.g., Infrastructure, Healthcare etc.
- ELSS – Tax Saving Mutual Funds under Section 80C of the Income Tax Act 1961
Top performing* funds as per Morningstar
Large Cap Funds
Scheme Name | MorningstarTM Rating | Returns in 2 Years | Returns in 3 Years | Returns in 5 Years |
|---|
Reliance Large Cap Gr | ***** | 11.79% | 16.91% | 16.83% |
ICICI Pru Bluechip Gr | **** | 10.21% | 14.50% | 14.49% |
HDFC Top 100 Gr | **** | 10.29% | 16.58% | 14.39% |
Diversified Funds
Scheme Name | MorningstarTM Rating | Returns in 2 Years | Returns in 3 Years | Returns in 5 Years |
|---|
Kotak Standard Multicap Reg Gr | ***** | 8.89% | 16.47% | 18.66% |
ICICI Pru Multicap Gr | **** | 11.07% | 13.10% | 16.07% |
UTI Equity Reg Gr | **** | 11.07% | 13.10% | 14.65% |
Mid Cap Funds
Scheme Name | MorningstarTM Rating | Returns in 2 Years | Returns in 3 Years | Returns in 5 Years |
|---|
L&T Midcap Gr | ***** | 2.71% | 15.67% | 20.94% |
Franklin India Prima Gr | **** | 2.99% | 11.94% | 18.73% |
HDFC Mid-Cap Opportunities Gr | **** | 2.50% | 13.46% | 18.31% |
(Annualised returns as per the Morningstar report as on 2nd May 2019. For the complete report, click here)
To know more about investing in Mutual Funds funds refer our blog articles here : www.dbs.com/digibank/in/learn/investment.page
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