TOP 10 BEST MUTUAL FUND TO INVEST IN 2020

Spread the love

OVERVIEW

Hello friends welcome to Finance Cracker. In this article I will give you the list of top 10 best mutual fund to invest in 2020. I know, you may have watched so many advertisement about Mutual Funds like ‘Mutual Fund Sahi Hai..’. I am assuming that you have also noticed that fast voice that always come at the end of every advertisement ‘Mutual Funds are subject to market risk’.

best mutual fund to invest in 2020

I am writing this article at the time of Corona Pandemic. The market value of most of the shares eroded by more than 50%. Peoples are scared to invest in market. But if you look into history, then you will find that market had outperformed after all such crisis.

Now there may be a question in your mind that which mutual fund is good for investment? According to the expert’s opinion we should go for those funds which stand strong in the market, as compare to other funds, during this Corona Pandemic period.

In India there is a huge scope for mutual fund market to grow. Being worlds fastest growing economy, growing middle class and rapid growth in infrastructure are the factors that will lead the Indian financial market.

We must look the past performance of the fund and ratings what they have got. I am listing below the Top 10 mutual funds who have given highest return in last 5 years. And for your information let me tell you that whatever fund I have listed here they have got either 5 or 4 ratings.

TOP 10 BEST MUTUAL FUNDS

Following are the list of top 10 best mutual fund to invest in 2020-

Mirae Asset Emerging Bluechip Fund Direct – Growth
Last 5-year Return11.05%
CRISIL Rating4 Star
Expense Ratio.92%
Exit Load1% if redeemed within 1 year
Top 5 Sectors HoldingFinancial (32.66%) Energy (11.58%) Health Care (10.24%) FMCG (8.16%) Technology (8.02%)
Top 5 Companies HoldingsHDFC Bank Ltd. Reliance Industries Ltd. ICICI Bank Ltd. Axis Bank Ltd. State Bank of India
RiskModerate High
SBI Small Cap Fund Direct – Growth
Last 5-year Return9.48%
CRISIL Rating4 Star
Expense Ratio.93%
Exit Load1% if redeemed within 1 year
Top 5 Sectors HoldingEngineering (18.67%) FMCG (10.92%) Construction (10.01%) Financial (9.65%) Consumer Durable (9.42%)
Top 5 Companies HoldingsHawkins Cookers Ltd. Dixon Technologies (India) Ltd. Elgi Equipments Ltd. Navin Fluorine International Ltd. Relaxo Footwears Ltd.
RiskModerate High
Axis Focused 25 Direct Plan – Growth
Last 5-year Return9.11%
CRISIL Rating4 Star
Expense Ratio.65%
Exit LoadFor units in excess of 10% of the investment,1% will be charged for redemption within 12 months
Top 5 Sectors HoldingFinancial (35.77%) Chemicals (12.99%) Services (12.92%) Technology (8.67%) Healthcare (7.92%)
Top 5 Companies HoldingsAvenue Supermarts Ltd. Tata Consultancy Services Ltd. HDFC Bank Ltd. Kotak Mahindra Bank Ltd. Bajaj Finance Ltd.
RiskModerate High
Axis Bluechip Fund Direct Plan – Growth
Last 5-year Return8.81%
CRISIL Rating5 Star
Expense Ratio.47%
Exit LoadFor units in excess of 10% of the investment,1% will be charged for redemption within 12 months
Top 5 Sectors HoldingFinancial (31.64%) Technology (11.57%) FMCG (9.15%) Healthcare (8.49%) Services (7.00%)
Top 5 Companies HoldingsHDFC Bank Ltd. Avenue Supermarts Ltd. Kotak Mahindra Bank Ltd. Infosys Ltd ICICI Bank Ltd
RiskModerate High
Canara Robeco Emerging Equities Fund Direct – Growth
Last 5-year Return8.62%
CRISIL Rating4 Star
Expense Ratio.87%
Exit Load1% if redeemed within 1 year
Top 5 Sectors HoldingFinancial (25.37%) Healthcare (11.40%) Services (7.93%) Energy (7.90%) Chemicals (7.43%)
Top 5 Companies HoldingsHDFC Bank Ltd. Reliance Industries Ltd. ICICI Bank Ltd Ipca Laboratories Ltd. Atul Ltd.
RiskModerate High
Axis Midcap Direct Plan – Growth
Last 5-year Return8.49%
CRISIL Rating5 Star
Expense Ratio.56%
Exit LoadFor units in excess of 10% of the investment,1% will be charged for redemption within 12 months
Top 5 Companies HoldingsAvenue Supermarts Ltd. Ipca Laboratories Ltd. Bata India Ltd. PI Industries Ltd. Indraprastha Gas Ltd.
RiskModerate High
Aditya Birla Sun Life India GenNext Direct Fund – Growth
Last 5-year Return8.32%
CRISIL Rating4 Star
Expense Ratio1.29%
Exit Load1% if redeemed within 1 year
Top 5 Sectors HoldingFinancial (29.27%) FMCG (22.02%) Healthcare (11.48%) Automobile (6.86%) Consumer Durable (5.61%)
Top 5 Companies HoldingsHDFC Bank Ltd ICICI Bank Ltd ITC Ltd Bharti Airtel Ltd HDFC Ltd
RiskHigh
DSP Midcap Direct Plan – Growth
Last 5-year Return8.15%
CRISIL Rating4 Star
Expense Ratio.97%
Exit Load1% if redeemed within 1 year
Top 5 Sectors HoldingFinancial (17.12%) Healthcare (15.73%) Chemicals (13.41%) Engineering (8.12%) FMCG (6.90%)
Top 5 Companies HoldingsIPCA Laboratories Ltd Divi’s Laboratories Ltd Atul Ltd Coromandel International Ltd Bata India Ltd.
RiskModerate High
SBI Focused Equity Fund Direct Plan – Growth
Last 5-year Return8.13%
CRISIL Rating5 Star
Expense Ratio.87%
Exit Load1% if redeemed within 1 year
Top 5 Sectors HoldingFinancial (33.70%) FMCG (13.69%) Services (7.64%) Technology (7.47%) Healthcare (5.86%)
Top 5 Companies HoldingsHDFC Bank Ltd State Bank of India Alphabet Inc Class A Procter & Gamble Hygiene & Health Care Ltd. Bajaj Finance Ltd
RiskModerate High
Axis Small Cap Fund Direct – Growth
Last 5-year Return7.81%
CRISIL Rating5 Star
Expense Ratio.29%
Exit Load1% for investments beyond 10% if redeemed within 12 months
Top 5 Sectors HoldingConstruction (17.01%) Chemicals (11.14%) FMCG (7.72%) Technology (5.29%) Energy (3.27%)
Top 5 Companies HoldingsGalaxy Surfactants Ltd. Aarti Industries Ltd. City Union Bank Ltd. Can Fin Homes Ltd. Fine Organic Industries Ltd.
RiskModerate High

FINAL NOTE

The returns of the Mutual Funds are impacted by Corona Pandemic. When the economy will revive, all these funds will bounce back and you will see higher return.

All the market experts are saying that, this is the right time to invest into the market. If you will invest this during this pandemic then you will get supernatural return after revival of the economy.

Now you might be thinking that I can’t invest in all these funds. That’s why I am picking a fund for you from above mentioned 10 funds. Before mentioning the name of that fund let tell you one thing that this is only recommendation from my side based on my research. The final decision of investing is all on yours.

According to me the best fund is Axis Bluechip Fund Direct Plan – Growth. It has low expanse ratio. Portfolio is well diversified. And if you will see the history, this fund has given a good return during the bad market condition also.

I think whatever information I have provided are enough for decision making but if you want to do some more analysis then you can visit this link- https://www.paytmmoney.com/mutual-funds/best-return-funds?bucket=5y&ratings=4,5


Spread the love

Leave a Reply

Your email address will not be published.