Best Mutual Funds to Invest in 2017+0.2%

-6.1%
1 Year Return
Equity
Mid Cap
4.0 star
1Y
3Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Motilal Oswal MOSt Focused Midcap 30 Fund - Regular - Growth20.0%2 star2.34%500
Quantum Long-Term Equity Fund - Growth20.0%3 star1.29%500
Mirae Asset India Opportunities Fund - Regular - Growth20.0%5 star2.02%1000
Reliance Small Cap Fund - Growth20.0%5 star2.30%100
UTI Transportation and Logistics Fund - Growth10.0%5 star2.48%500
L&T Infrastructure Fund - Regular - Growth10.0%5 star2.20%500

Description

Purpose: Invest in Best Mutual Funds to Invest in 2017, if you haven't decided the purpose but want to invest for long term and don’t mind taking the risk. This portfolio invests across Large Cap, Mid Cap, Small Cap and Emerging Sectoral funds like Logistics and Infra. It consists of 6 mutual funds, all equity out of which 2 are sector funds with 20% combined weight. This is a good portfolio to invest in India Growth story for 2017.

Ideal way of investing: SIP (systematic investment plan)

Ideal investment duration: 5 years

Rationale: Diversified across Large Cap, Mid Cap, Small Cap and Sector Funds. Quantum Long Term Equity for Large Cap because it has lowest expense ratio in the category. Mirae Asset India Opportunities for Large Cap because it has beaten the benchmark significantly. Motilal MOST Focussed Mid Cap 30 Fund for focussed investments in Mid Caps and generated really good returns in the last 3 years. Reliance Small Cap Fund has highest average returns in any category. UTI Transportation and Logistics Fund is doing well and is the only Auto & Logistics focused fund which should get a good boost due to GST. L&T Infra Fund is the best infra fund and should gain from government's focus on Infra over the next few years.

 

Returns
Fund
1Y
3Y
5Y
Best Mutual Funds to Invest in 2017
-6.1%
12.1% p.a
NA

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with -6.1% annual returns

    Other Details

    Best Mutual Funds to Invest in 2017

    RiskModerately High
    Min SIP Amount₹5000
    Created ByIshan
    Expense Ratio2.09%
    Min Lumpsum Amount₹50000
    Created25 Apr 2017
    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
    MOST POPULAR ON GROWW
    MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | RELIANCE  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP BLACKROCK  | AXIS  | TATA  | L&T  | SUNDARAM  | DHFL PRAMERICA  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | ESSEL  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | ESCORTS  |