As we know everyone in the world is suffering from COVID-19 directly or indirectly. Share market has totaly crashed. Maximum company’s share are showing negative trend. In this worst situation still some of the mutual fund are delivering profit. Though they are not like what they used to be 2 months before but at present at least they managed to get some profit. Though it hard to find best fund at now in this situation. Though we continue to do our research so that we can bring best fund for you. We know most of your portfolio had become negative but it’s opportunity you can if somehow managed then it’s best time to invest lumpsum amount in mutual fund or through SIP because it is also a best SIP plan for you.
Axis Focused 25 Fund
Axis Focused 25 Fund is a basically a large cap fund having its stock of 71.89% is in large cap stocks, 12.44% is in mid cap stocks, 1.29% in small cap stocks. It was launched in June 2012. Since launch date it has managed to give 11% return. That means in 8 years 11% return that too in this recession period if a fund give you return of 11% it is really a good fund. Mr. Jinesh Gopani is the fund manager since July 2016. systematic invested plan has given return of 2% in three year 4.5% in 5 years and 10.34% in 7 years. It has asset Rs 9764 crore which shows how much trust people have on this company. Hence you can go for it the return figure will surely show some positive move as soon as this covid-19 go away.
Axis Midcap Fund
Here is another fund from Axis group this is Axis Midcap Fund. It was started in 2 Jan2013. This is basically a midcap fund. Fund has 82.58% investment in indian stocks of which 11.96% is in large cap stocks, 59.98% is in mid cap stocks, 4.9% in small cap stocks. Since inception it has managed to give a annualised return of 13%. In 3 years 6% , in 5 years also 6% annual return in lumpsum and in SIP it has managed to gain 10%. So here again Mr. Jinesh Gopani is the fund manager since July 2016. It has a fund size of Rs 5126 cr.
SBI Small Cap Fund
SBI Small Cap Fund is a best mutual fund according to me it has given lot of return. But now it has also put down its knees. But it can be a opportunity for investors if you are investing now. It will surely give you good return in future. SBI small cap fund has 90.11% investment in indian stocks of which 2.42% is in large cap stocks, 11.29% is in mid cap stocks, 69.08% in small cap stocks. I has given a annualised return of 0.76% in 3 years, 7.99 in 5 years and 18% since inception. the fund was started in Jan2013. That make this fund attractive. In seven years 18% in this market is a great achievement for this fund.
Axis Long Term Equity Fund
Axis Long Term Equity Fund is basically a large cap fund whose aim is to provide good return for investor investing for a long period. It is ELSS fund so you cannot withdraw your money before 3 year. But it has extra benefit of tax rebate under 80c. It was started in Dec 2009. So let’s see it’s return. In 3 year it has managed to give 2.51% annual return, in 5 years 3.42%, and in 10 years 13%. That’s not very good looking now but it has managed to keep it’s return positive in 3 years infact the most of the big and great name fund negative figures in 5 years also. Hence if you want to go for nice return with some tax benefit you can surely go for it.
SBI Focused Equity Fund
Here is another fund from SBI. Is has its 47% share in large cap stock, 17% in midcap, and 13% in small cap stocks. I had managed to give 3% annual return in 3 years, 4.91 in 5 years and 12. 89 in 10years. The fund was started in 2004. Since inception it has managed to give 17% return. SBI Focused Equity Fund is good fund. It has its investment in all big companies like hdfc bank, bharti airtel. It will surely give nice return in future.
The list of fund we have provided above is a hard research of our team. We have tried to bring best sip plans and best mutual funds Hope it will benefit you. If you like or dislikes please comment so that we can make make our blog better for you.
**** Mutual fund is subject to market risk. Please verify before investing. Data given in this blog is from various websites. It can be changed. B4invest don’t take any responsibility for anything if anyone have any loss.