The best-rated equity funds of 2018

Dec 26, 2018
The Silver and Gold rated equity funds that our analysts reviewed post fund industry re-categorisation.
 

ICICI Prudential Value Discovery

  • Category: Value
  • Fund Manager: Mrinal Singh
  • Star Rating: 4 stars
  • Analyst Rating: Silver
  • Analyst Summation: The fund manager is skilled and specializes in value investing. We draw conviction from his managerial capabilities and research focus.
  • 3-year CAGR: 7.16%
  • 5-year CAGR: 17.69%
  • Date of Analysis: December 2018

Analyst Note

Reliance Large Cap

  • Category: Large Cap
  • Fund Manager: Sailesh Raj Bhan
  • Star Rating: 4 stars
  • Analyst Rating: Silver
  • Analyst Summation: The fund has a strong strategy and a skilled manager at the helm, who follows a research-intensive investment approach.
  • 3-year CAGR: 11.80%
  • 5-year CAGR: 16.92%
  • Date of Analysis: December 2018

Analyst Note

Reliance Multi Cap

  • Category: Multi Cap
  • Fund Manager: Sailesh Raj Bhan
  • Star Rating: 3 stars
  • Analyst Rating: Silver
  • Analyst Summation: The fund manager’s strong credentials and superior execution buoys confidence that the fund can keep producing top-flight results.
  • 3-year CAGR: 8.49%
  • 5-year CAGR: 15.50%
  • Date of Analysis: December 2018
Analyst Note

IDFC Sterling Value

  • Category: Value
  • Fund Manager: Anoop Bhaskar
  • Star Rating: 4 stars
  • Analyst Rating: Silver
  • Analyst Summation: This is not a true blue value fund since the fund manager prefers a value approach as against an absolute value strategy.
  • 3-year CAGR: 12.58%
  • 5-year CAGR: 17.37%
  • Date of Analysis: November 2018

Analyst Note

HDFC Mid-Cap Opportunities

  • Category: Mid Cap
  • Fund Manager: Chirag Setalvad
  • Star Rating: 4 stars
  • Analyst Rating: Gold
  • Analyst Summation: Our conviction on the fund manager and the stable team and their in-house processes drive our rating on this fund.
  • 3-year CAGR: 11.46%
  • 5-year CAGR: 20.87%
  • Date of Analysis: September 2018

Analyst Note

ICICI Prudential Large & Mid Cap

  • Category: Large & Mid Cap
  • Fund Manager: Sankaran Naren
  • Star Rating: 3 stars
  • Analyst Rating: Silver
  • Analyst Summation: The fund follows a value style of investing and employs a methodical and robust strategy. The tilt is towards value stocks with a large-cap approach.
  • 3-year CAGR: 9.84%
  • 5-year CAGR: 12.79%
  • Date of Analysis: September 2018

Analyst Note

ICICI Prudential Multi-Asset

  • Category: Multi Asset Allocation
  • Fund Manager: Sankaran Naren
  • Star Rating: 4 stars
  • Analyst Rating: Silver
  • Analyst Summation: The fund has a long-term appeal and remains a credible investment option.
  • 3-year CAGR: 11.93%
  • 5-year CAGR: 13.71%
  • Date of Analysis: August 2018

Analyst Note

Mirae Asset Emerging Bluechip

  • Category: Large & Mid Cap
  • Fund Manager: Neelesh Surana
  • Star Rating: 5 stars
  • Analyst Rating: Silver
  • Analyst Summation: The fund manager’s distinctive stock-picking ability and skilled execution are the defining factors.
  • 3-year CAGR: 16.26%
  • 5-year CAGR: 26.99%
  • Date of Analysis: July 2018

Analyst Note

Mirae Asset India Equity

  • Category: Multi Cap
  • Fund Manager: Neelesh Surana
  • Star Rating: 5 stars
  • Analyst Rating: Silver
  • Analyst Summation: The fund has a well-considered process and the fund manager has a research-intensive investment approach.
  • 3-year CAGR: 13.91%
  • 5-year CAGR: 18.64%
  • Date of Analysis: July 2018

Analyst Note

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