Press "Enter" to skip to content

Best Equity Funds to Invest in 2018

There are many mutual funds available in the market currently which creates a lot of confusion among new investors.

Often they are not able to decide which fund is the right fund for them and end up making mistakes by investing in the wrong fund.

In this article, I am going to highlight some of the best equity funds which will help the investors in making an informed decision regarding their investments.

I have selected the below funds based on the following parameters –

  • Consistent Performer in the long run
  • Importance has been given to the fund’s performance during Bear phases of the market cycle
  • Crisil Rank 1, 2 and 3 funds and Value Research 5, 4 and 3-star rating funds

Large Cap Fund:

  • Aditya Birla Sun Life Frontline Equity Fund

This scheme is one of the best in the large-cap segment and has been since its inception.

The fund has beaten all its peers and given returns of 18.28% in the last 5 years which is quite amazing and 11.58% in 10 years which shows the funds consistency in the long run.

The AUM for this fund has risen close to 19K cr which shows investors’ confidence in this fund.

It has consistently performed over various market cycles and in particular during the bear phases of 2008, 2011 and 2015 where it contained losses compared to its benchmark and peers.

This fund is highly regarded by SIP investors and one can start investing in them for medium to long-term horizon.

  • SBI BlueChip Fund

This scheme is also one of the best in the large-cap segment.

The fund has beaten all its peers and given returns of 18.86% in the last 5 years which is quite amazing.

It’s 10 years returns did see a dip compared to its peers and that happened because of the fund’s poor performance in its early years and especially during 2008.

But from the last 5-6 years, the fund has picked up its pace and is consistently beating its benchmark and peers by being actively managed by its fund manager.

The AUM for this fund has risen close to 15.6K cr which shows investors’ confidence in this fund.

This fund has consistently performed over various market cycles and in particular during the bear phases of 2011 and 2015 where it contained losses compared to its benchmark and peers.

This fund is highly regarded by SIP investors and one can start investing in them for medium to long-term horizon.

  • Mirae Asset India Opportunities Fund

This scheme is also highly rated in the large-cap segment.

The fund has beaten all its peers and given returns of 21.10% in the last 5 years which is amazing.

The fund started in 2009, so we can see past performances up to 7-8 years which is quite good as of now.

The AUM for this fund has risen close to 5K cr which shows investors’ confidence in this fund.

The fund has consistently performed over market cycles and in particular during the bear phases of 2011 and 2015 where it contained losses compared to its benchmark and peers and even produced gains during the 2015 cycle.

But, the fund is yet to test itself during a severe bear market like that of 2008.

Also Read: Reasons to sell your mutual fund investments

Mid-cap Fund:

  • Mirae Asset Emerging Bluechip Fund

This scheme is one of the best in the mid-cap segment and has been since its inception.

The fund has beaten all its peers and given returns of 30.44% in the last 5 years which is quite amazing and has the capability to continue this consistency in the long run.

The AUM for this fund has risen close to 4.5K cr which shows investors’ confidence in this fund.

The fund has consistently performed over various market cycles and in particular during the bear phases of 2011 and 2015 where it contained losses compared to its benchmark and peers and even gave positive returns during the 2015 cycle.

This fund is highly regarded by SIP investors and one can start investing in them for medium to long-term horizon.

  • HDFC Midcap Opportunities Fund

This scheme is one of the consistent performers in the mid-cap segment and has been since its inception.

The fund has beaten all its peers and given returns of 26.07% in the last 5 years which is quite amazing and 17.28% returns over a period of 10 years which is the best in the mid-cap category.

The AUM for this fund has risen close to 18K cr which shows investors’ confidence in this fund.

The fund has consistently performed over various market cycles and in particular during the bear phases of 2008, 2011, 2013 and 2015 where it contained losses compared to its benchmark and peers.

This fund is highly regarded by SIP investors and one can start investing in them for medium to long-term horizon.

Multicap Fund:

  • Kotak Select Focus Fund

This scheme is one of the best in the multi-cap segment and has been since its inception.

The fund has beaten all its peers and given returns of 21.21% in the last 5 years which is quite amazing and has the capability to continue this consistency in the long run.

The AUM for this fund has risen close to 14K cr which shows investors’ confidence in this fund.

The fund has consistently performed over various market cycles and in particular during the bear phases of 2011 and 2015 where it contained losses compared to its benchmark and peers and even gave positive returns during the 2015 cycle.

This fund is highly regarded by SIP investors and one can start investing in them for medium to long-term horizon.

  • Tata Equity PE Fund

This scheme is one of the oldest in the multi-cap segment.

The fund has beaten all its peers and given returns of 22.79% in the last 5 years which is amazing and returns of 12.90% in the last 10 years which is the second best in the category.

The AUM for this fund has risen close to 2K cr which shows investors’ confidence in this fund.

The fund has consistently performed over various market cycles and in particular during the bear phases of 2008, 2011 and 2015 where it contained losses compared to its benchmark and peers during 2011 and 2015 but did not do so well during 2008 where it maintained pace with the benchmark due to the fund’s high standard deviation value.

Still, this unknown fund has done very well over the long term and has provided returns which are the best in its category.

Also Read: Best Arbitrage Funds for 2018

Small-cap Fund:

  • Reliance Small Cap Fund

This scheme is one of the best in the smallcap segment and has been since its inception.

The fund has beaten all its peers and given returns of 32.03% in the last 5 years which is quite amazing and has the capability to continue this consistency in the long run.

The AUM for this fund has risen to 4.5K cr which shows investors’ confidence in this fund.

The fund has consistently performed over various market cycles and in particular during the bear phases of 2011 and 2015 where it contained losses compared to its benchmark and peers and even gave positive returns during the 2015 cycle. The fund is yet to test a severe bear market.

This fund is highly regarded by SIP investors and one can start investing in them for medium to long-term horizon.

Balanced Fund:

  • HDFC Balanced Fund

This scheme is one of the best in the hybrid segment and has been since its inception.

The fund has beaten all its peers and given returns of 18.98% in the last 5 years which is quite amazing and 14.67% in 10 years which shows the funds consistency in the long run.

The AUM for this fund has risen close to 16K cr which shows investors’ confidence in this fund.

The fund has consistently performed over various market cycles and in particular during the bear phases of 2008, 2011 and 2015 where it contained losses compared to its benchmark and peers and even gave positive returns during the 2015 cycle.

This fund is highly regarded by SIP investors and one can start investing in them for medium to long-term horizon.

  • Aditya Birla Sun Life Balanced ’95 Fund

This scheme is one of the oldest in the hybrid segment.

The fund has beaten all its peers and given returns of 17.75% in the last 5 years which is quite amazing and 12.76% in 10 years which shows the funds consistency in the long run.

The AUM for this fund has risen close to 11.5K cr which shows investors’ confidence in this fund.

The fund has consistently performed over various market cycles and in particular during the bear phases of 2008, 2011 and 2015 where it contained losses compared to its benchmark and peers and even gave positive returns during the 2015 cycle.

This fund is highly reliable and one can start investing in them for medium to long-term horizon.

Conclusion:

There are many other funds also available but these funds are one of the best funds in the market right now for investment purposes for medium to long-term horizon.

You can select funds from the above based on your risk appetite. If you are an aggressive investor, you can add more funds from mid cap and small cap segment whereas if you are a moderate risk taker, you can go with multi-cap funds.

You can also create a diversified portfolio by selecting 1 fund from each category.

Friends, please share the article if it’s of help to you.

Also, comment below if you are planning to invest in any of these funds.

2 Comments

  1. Finance-Gyan Finance-Gyan

    What a lovely analysis. This is really amazing. Will you elaborate which fund you would have personally chosen amongst the funds you mentioned above.
    http://www.finance-gyan.com

    • Nikhil Nikhil

      Hi,
      I am personally investing in Aditya Birla SL Frontline Equity Fund, Mirae Asset Emerging Bluechip, Kotak Select Focus and in HDFC Balanced Fund.
      Thanks!!

Leave a Reply

Your email address will not be published. Required fields are marked *