Friday, May 3, 2013

Top Mutual Funds for your Portfolio


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

2 comments:

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