Tuesday, December 11, 2018

These are the Equity Linked Savings Schemes, across fund houses, that our analysts looked at this year.

We look at funds from 3 AMCs: IDFC, HDFC and ICICI Prudential.

Should we blindly heed the advice of investing legends who have consistently advised a low-cost index fund?

The fund manager invests in tangible businesses and holds them over the long term.

Our analysts look at UTI Value Opportunities, UTI Equity and UTI Mid Cap.

One gets a Bronze, the other a Neutral.

Here is a look at six funds from the Equity Large & Mid-Cap category. Our analysts looked at these funds in 2018.

The best equity fund managers ranked across categories, based on their 5-year risk-adjusted returns.

Chris Traulsen, Head of Research for Morningstar, explains the relevance and implication of the Gold rating.

Best Performing Funds

As on 2018-12-10

Industry AUM Movement

Quarterly Average AUM (in Crores); Source: AMFI
Mar-2018
2241553.50
Dec-2017
2216223.26
Change 
25330.24 (1.14%)

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