| Fund Name | Percentage | Rating | Expense Ratio | Min SIP Amount |
|---|---|---|---|---|
| Motilal Oswal MOSt Focused Midcap 30 Fund - Regular - Growth | 20.0% | 2 star | 2.03% | ₹500 |
| Quantum Long-Term Equity Fund - Growth | 20.0% | 3 star | 1.29% | ₹500 |
| Mirae Asset India Opportunities Fund - Regular - Growth | 20.0% | 5 star | 2.05% | ₹1000 |
| Reliance Small Cap Fund - Growth | 20.0% | 5 star | 2.30% | ₹100 |
| UTI Transportation and Logistics Fund - Growth | 10.0% | 5 star | 2.48% | ₹500 |
| L&T Infrastructure Fund - Regular - Growth | 10.0% | 5 star | 2.20% | ₹500 |
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.
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹5000 |
| Created By | Ishan |
| Expense Ratio | 2.09% |
|---|---|
| Min Lumpsum Amount | ₹50000 |
| Created | 25 Apr 2017 |