Top Five Mutual Fund
I can help you understand the different categories of mutual funds so you can choose one that aligns with your investment goals and risk tolerance.
Quant ELSS Tax Saver Fund - Direct Plan - Growth
Equity Holding : 96.47% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 96.47% ELSS : The fund has 96.47% investment in domestic equities of which 40.7% is in Large Cap stocks, 20.57% is in Mid Cap stocks, 9.67% in Small Cap stocks. Suitable For : Investors who are looking to invest money for at least 3 years and looking for additional benefits of income tax saving apart from higher returns expectations. At the same time, these investors should also be ready for possibility of moderate losses in their investments and 3 year lock-in period.
Parag Parikh Flexi Cap Fund
The fund has 71.06% investment in domestic equities of which 47.9% is in Large Cap stocks, 6.23% is in Mid Cap stocks, 7.67% in Small Cap stocks.The fund has 3.64% investment in Debt, of which 0.55% in Government securities, 3.09% is in Low Risk securities.
Quant Mid Cap Fund
The fund has 96.69% investment in domestic equities of which 1.48% is in Large Cap stocks, 45.48% is in Mid Cap stocks, 24.74% in Small Cap stocks. Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. At the same time, these investors should also be ready for possibility of moderate losses in their investments.
HDFC Balanced Advantage Fund
Dynamic Asset Allocation or Balanced Advantage : The fund has 65.37% investment in domestic equities of which 40.63% is in Large Cap stocks, 6.4% is in Mid Cap stocks, 7.11% in Small Cap stocks.The fund has 28.37% investment in Debt, of which 15.4% in Government securities, 12.53% is in Low Risk securities. Crisil Rank Change : Fund Crisil rank was updated from 3 to 4 in the previous quarter.
DSP Natural Resources and New Energy Fund
Sectoral/Thematic : The fund has 83.23% investment in domestic equities of which 43.89% is in Large Cap stocks, 18.09% is in Mid Cap stocks, 7.52% in Small Cap stocks. Suitable For : Investors who have advanced knowledge of macro trends and prefer to take selective bets for higher returns compared to other Equity funds. At the same time, these investors should also be ready for possibility of moderate to high losses in their investments even though overall market is performing better.
TYPES OF MUTUAL FUNDS
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Equity Funds
ELSS mutual funds are classified as diversified equity mutual funds. This equity fund invests at a minimum of 80% of its assets in stock and equity-related securities, with a portion of its assets being invested in debt.. Suitable For : Investors who are looking to invest money for at least 3 years and looking for additional benefits of income tax saving apart from higher returns expectations. At the same time, these investors should also be ready for possibility of moderate losses in their investments and 3 year lock-in period.
Debt Funds
Debt Funds: These funds invest in fixed-income securities such as bonds. They offer lower returns than equity funds but are also considered less risky.
Hybrid Funds
These funds invest in a combination of stocks and bonds. They offer a balance of risk and return that falls somewhere between equity and debt funds.
Solution-Oriented Schemes:
These funds are designed to meet specific financial goals, such as retirement or college education. They may invest in a variety of asset classes, depending on the target goal.
At SNR CAPITALS, we are committed to empowering individuals and businesses to achieve their financial goals with confidence and clarity. With years of expertise in the financial industry, we strive to provide innovative solutions and personalized services to meet the diverse needs of our clients.
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