Mutual fund schemes suggested by experts

After the recent categorisation of MF schemes as mandated by SEBI, there is a lot of confusion among investors as to whether they should continue with the earlier investments or revamp them altogether. I had written about some funds you can consider for your long term MF portfolio. Recently I got to hear the views of some experts about the MF schemes of their choice.

As I have already written about the considerations in choosing an MF scheme for the long term, I will not repeat them here. The funds suggested below are from experts appearing in CNBC TV18 programs and have a long pedigree. The basis of selection was long term performance and this will typically be 10 years and above. So without any further ado, here is the list of funds :-

  • In the large cap space consider the following funds:
    • ICICI Focused Blue chip fund
    • ICICI Nifty Next 50 fund
    • ABSL Front line equity fund
  • In the multi cap space consider the following funds:
    • ABSL Equity fund
    • SBI Multi cap fund
  • In the small cap space consider the following funds:
    • Reliance Small cap fund
    • DSP Small cap fund
    • SBI Small cap fund
  • If you are looking at hybrid funds for lower volatility consider these:
    • HDFC Balanced fund
    • ICICI Balanced Advantage fund

In order to build a portfolio of 3-4 funds you can just select one from each of these categories and start investing in them regularly.

Advertisements

4 thoughts on “Mutual fund schemes suggested by experts

  1. Sir
    I could not find any fund named “SBI Small cap fund”. The closest match was “SBI Small and Midcap fund” which seems to be covering both Smallcap and midcaps.

    Like

    • SBI small cap fund has been renamed as SBI small & Midcap Fund after the recategorization by SEBI. So, it’s nature hasn’t changed much except for some mid cap exposure as well.

      Like

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s