Wednesday, 8 January 2014

India's finest funds for a Equity Portfolio: by Valueresearchonline

Source:  Valueresearchonline
All investment goals can be broken into these basic requirements, which are the bricks out of which your portfolio's building is constructed:
1. Accumulate money over a long term
2. Earn an income
3. Park money temporarily
Let's map these requirements on to the categories with which our analysts work.
Accumulate: This is a job for equity funds, with the only variable being how conservative you'd like to be. At the safest end of the equity spectrum, there are the large cap funds. Then come Large & Mid cap funds and then the most aggressive of them, multi-caps and the mid and small cap funds.
Earn an Income: For individuals, an income is best generated out of MIP funds or fixed maturity funds. However, we haven't included FMPs here because they are closed-end and you can only invest in them in the beginning. As far as MIPs go, you should also take a look at the Post Office MIP option which has excellent returns.
Park Money: This is a job for liquid funds and ultra-short term funds. These fund types are tightly regulated with this kind of a goal in mind and their safety and predictability level is very high. The Fund Analysts' Choice selection will be updated continuously, with funds in following categories:


·         Balanced funds
o    Canara Robeco Balance
o    Edelweiss Absolute Return
o    ICICI Pru Balanced Advantage
o    Tata Balanced Plan A
·         Large cap funds
o    BNP Paribas Equity
o    Franklin India Bluechip
o    HDFC Index Sensex Plus
o    ICICI Prudential Focused Bluechip Equity
·         Large & mid cap funds
o    Birla Sun Life Frontline Equity
o    Canara Robeco Equity Diversified
o    ICICI Prudential Dynamic
o    Mirae Asset India Opportunities
o    Quantum Long Term Equity
o    UTI Equity
·         Multicap funds
o    Canara Robeco Equity Diversified Regular
o    Birla Sun Life Frontline Equity
o    ICICI Prudential Dynamic
o    Mirae Asset India Opportunities
o    Quantum Long Term Equity
o    UTI Equity
·         Multi cap funds
o    BNP Paribas Dividend Yield
o    PineBridge India Equity Standard
o    Templeton India Equity Income
·         Tax planning funds
o    Canara Robeco Equity Tax Saver
o    Franklin India Taxshield
o    ICICI Prudential Tax Plan
o    Quantum Tax Saving
o    Tata Tax Saving
·         Mid & Small cap funds
o    BNP Paribas Midcap
o    Franklin India High Growth Companies
o    HDFC Mid-Cap Opportunities
o    ICICI Prudential Discovery
o    IDFC Premier Equity
o    JP Morgan India Smaller Companies
o    Mirae Asset Emerging Bluechip
o    Reliance Equity Opportunities
o    Religare Invesco Mid N Small Cap
o    SBI Emerging Businesses
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