An initiative of www.mywealthclub.com – India’s No 1 Financial Planning company
Following are the top mutual funds which you should have in your portfolio for wealth creation.
Fund Name Category MWC Rating 1 Year Return 3 Years Rerturn 5 Years Return Recommended Time Horizon Equity Reliance Equity Opportunities Fund(G) Equity – Multi-cap ***** 13.93 9.49 12.24 5 Years Franklin India Bluechip Fund(G) Equity - Large-cap ***** 12.59 6.2 8.08 5 Years IDFC Premier Equity Fund-Reg(G) Equity - Mid-cap ***** 12.47 9.03 11.54 5 Years ICICI Pru Discovery Fund(G) Equity - Value ***** 12.34 7.14 13.66 5 Years HDFC Top 200 Fund(G) Equity - Large-cap ***** 11.02 5.58 9.1 5 Years Hybrid ICICI Pru Equity VAP(G) Hybrid - Dynamic Allocation ***** 16.04 10.47 8.27 3 Years FT India Dynamic PE Ratio FOFs(G) Hybrid - Dynamic Allocation ***** 11.69 6.9 8.35 3 Years Tata Balanced Fund(G) Hybrid - Balanced Fund ***** 13 7.72 9.17 3 Years ELSS - Tax Saving ICICI Pru Tax Plan(G) Equity - ELSS ***** 12.73 4.83 7.36 5 Years Debt UTI ST Income Fund(G) Debt - Short Term Income Plan ***** 12.08 10.11 0 1 Year Birla SL Dynamic Bond Fund(G) Debt - Dynamic Bond Fund ***** 11.16 8.9 9.53 1 Year Templeton India ST Income Plan(G) Debt - Short Term Income Plan ***** 10.84 8.59 9.47 1 Year
*As on 2/5/13 **Returns for more than 1 year are annualized
The above funds have been selected after due diligence by the research team of www.mywealthclub.com The recommended funds have consistent track record of performance and qualifies all the quality parameters like background of fund managaer & asset management company, relevance of strategy etc. These funds will help you in your goal of wealth creation.
If you have any query related to above funds or your existing portfolio then please feel free to contact us at contact@mywealthclub.com or visit us at www.mywealthclub.com
Best Wishes
Research Team
Mywealthclub.com
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