High Returns Consistent Funds with Moderate Risk+0.1%

-1.6%
1 Year Return
Equity
Multi Cap
4.0 star
1Y
3Y

Funds in this Plan

Fund NamePercentageRatingExpense RatioMin SIP Amount
Motilal Oswal MOSt Focused Multicap 35 Fund - Regular - Growth33.3%5 star2.04%500
Kotak Select Focus Fund - Regular - Growth33.3%3 star2.03%500
Aditya Birla Sun Life Frontline Equity Fund - Regular - Growth33.3%3 star1.97%500

Description

Purpose: To get an annualized return of 15-20 percent for a decent term.

Ideal investment duration: 5 years to 7 years

Rationale: Since this investment is for decent-term (5-7 years), the portfolio consists of Multi-cap and Large Cap funds which are an ideal option for such tenure.

Why these funds?

Birl Sunlife Frontline Equity: One of the most Experienced fund:

Most experienced fund amongst Large Cap funds category giving with the consistently best performance overall all 10 years. Yes, beating benchmark and category average for all 10 years is exceptional and outstanding. It is ranked 2nd by Crisil (after Kotak Focus Fund which is also included in our portfolio). The fund allocation is well diversified with top 5 funds contributing only 21 percent. Much higher Alpha with better P/E ratio and equivalent standard deviation shows average risk but high returns performance. I would give this fund a perfect 10/10 for its consistency and fund management profile.

Motilal Oswal Most Focused Multicap 35 Fund:  5 Stars from CRISIL for an only 3-year-old fund is something we see very rare. Generating a good AUM in just 3 years of its inception since 2014 shows the confidence the investors have in the fund. The diversification of the fund is exceptional (ranked 1 by Crisil in Multi Cap). Consistently beating the category benchmark Every Time, even in the bear year of 2013 shows the reliability of fund allocations. As far the numbers go, near average Standard deviation, high Sharpe ratio of 1.5 and higher Alpha then category average show less risk and high return profile of the fund.

Kotak Select Focus Fund: A new entrant with just 7 years in the market but what an entry it has been. The fund has become 4 biggest Multi-cap fund in just 7 years which is exceptional. It has beaten both the benchmark and category for all 7 years by the good numbers. The fund being 70 percent Large Cap Oriented can also be categorized as Large cap fund. Crisil has Ranked it 1st in Large Cap category. Having the best turnover ratio amongst all fund (only 1-2 percent) shows the confidence of fund managers in his allocations. Low Expense Ratio of the fund results in less expense on fund management which in turn gives more profits. 


Returns
Fund
1Y
3Y
5Y
High Returns Consistent Funds with Moderate Risk
-1.6%
13.4% p.a
NA

SIP Calculator

I want to invest per month5,000
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    1 Year
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    Estimated Value
    as per Historical Returns
    30
    with -1.6% annual returns

    Other Details

    High Returns Consistent Funds with Moderate Risk

    RiskModerately High
    Min SIP Amount₹3000
    Created ByAjay Agyaram Varma
    Expense Ratio2.04%
    Min Lumpsum Amount₹15000
    Created16 Sep 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.
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