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Best Equity Mutual Funds-VRK100-21Sep2011

Best Equity Mutual Funds-VRK100-21Sep2011

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Rama Krishna Vadlamudi, Hyderabad, has analysed the Indian mutual funds and has selected best equity mutual funds for the benefit of his readers.
Rama Krishna Vadlamudi, Hyderabad, has analysed the Indian mutual funds and has selected best equity mutual funds for the benefit of his readers.

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Published by: RamaKrishna Vadlamudi on Sep 21, 2011
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Rama Krishna Vadlamudi, HYDERABAD

21 September 2011

www.ramakrishnavadlamudi.blogspot.com
Equity mutual funds are in existence in India for almost two decades. The overall performance record of them is mixed. But, there are some equity schemes which have provided superior returns to investors. Selecting the best equity mutual fund schemes from a large number of schemes is a challenge. Here is the list:
All-season Equity Mutual Funds Birla Sunlife Frontline Equity Canara Robeco Equity Diversified Fidelity Equity Franklin India Bluechip HDFC Top200 Quantum Long-term Equity UTI Opportunities

1 2 3 4 5 6 7

Schemes Birla Sunlife Frontline Equity
Canara Robeco Equity Diversified

Fidelity Equity Franklin India Bluechip HDFC Top200 Quantum Long-term Equity UTI Opportunities Nifty (NSE) return

NAV Rs 81.3 53.1 33.6 204.0 194.0 20.7 26.9 -

AAUM Rs crore 2 909 427 3 302 3 841 10 507 77 1 576 -

2007 62.3 63.4 55.3 47.4 54.5 45.9 71.3 54.8

2008 -48.5 -50.8 -50.3 -48.1 -45.4 -47.0 -49.0 -51.8

Return % 2009 2010 90.5 18.7 93.0 20.7 86.1 26.9 84.5 23.0 94.5 25.1 103.0 28.8 97.6 19.4 75.8 17.9

2011 -14.2 -7.4 -11.5 -10.6 -14.0 -13.4 -6.5 -16.2

Notes: NAV – net asset value as on 20Sep2011 for growth options AAUM – average assets under management as on 30Jun2011 2011 return is up to 20Sep2011

Important Highlights: All the above are open-ended diversified equity funds holding mainly largecap stocks; with a good long-term track record of more than five years They hold 10% to 20% in mid-cap stocks, except Quantum LT Equity and UTI Opportunities funds, which hold 34% and 26% respectively in mid-caps

Rama Krishna Vadlamudi, HYDERABAD 21 September 2011 www.ramakrishnavadlamudi.blogspot.com

The lowest expense ratio of 1.5% per annum is charged by Quantum LTE In the past four months, new fund managers have joined Canara Robeco Equity Diversified and UTI Opportunities schemes All the fund managers are having good experience of 10 to 15 years These funds protect the investors’ interest during downward market trends These funds have provided superior and consistent returns in the past As can be seen from the above table, they have outperformed the Nifty index as well as their benchmark indices Investment Principles It is always better for investors to invest in equity funds in a systematic and phased manner – growth options are advisable Equity funds perform well in periods of five years or more Investors should track the performance of funds at least every three months Never borrow to invest in equities or equity mutual funds Equity mutual funds carry higher risk and their returns are very volatile If you are a long-term investor, please ignore the short-term trends “FINALLY, HAPPY INVESTING!”
Note: Other Mutual Fund schemes worth considering are: BNP Paribas Dividend Yield, DSP BlackRock Top100 Equity, Franklin India Prima Plus, HDFC Equity, ICICI Prudential Dynamic, IDFC Premier Equity Plan A, Reliance Equity Opportunities, etc. Data Source: ValueResearchOnline Disclaimer: The author is an investment analyst & writer. His views are personal. Please consult your certified financial adviser before making any equity investments. The author is an equity investor and he has a vested interest in the stock market movements. It is safe to assume that he has investments in a few of the above mutual fund schemes. His articles on financial markets can be accessed at www.ramakrishnavadlamudi.blogspot.com

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