WealthTrust (Evolusolve Technologies Pvt Ltd) is a SEBI registered investment adviser (RIA code - INA000007650), trusted by 100,000+ investors from all over India. WealthTrust is one of the India's first and fastest growing 'Zero Commission Wealth Management' platform. Invest in direct plans of mutual funds online in a paperless, seamless and hassle-free way.
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not a indicative of future returns.
Top performing funds in each category -
#largecap
SBI bluechip/ICICI bluechip
#Large&Midcap
mirae asset emerging equity
#MidCap
kotak emerging equity/L&T midcap
#Multicap
Axis focused 25/Kotak standard multicap
#Smallcap
L&T emerging business/SBI small cap/HDFC small cap
#ELSS
axis long term equity/absl tax relief 96
#Contrafunds
Invesco India contra
#SectoralFund#tech
tata digital India
#SectoralFund#Banking
ICICI Prudential banking & financial services
#SectoralFund#pharma
reliance pharma
#SectoralFund#energy
dsp blackrock natural resources & energy fund
#SectoralFund#infra
Franklin build India/l&t infrastructure fund
Note - Sectoral funds are for short term. They can provide the best returns but need to be tracked carefully. Do not associate your long term goals to it.
$UTI-TRANSPORTATION & Logistics Fund - Direct is also doing very well these days. (again risk is associated like sectoral funds).
I hope this post will help new investors.
Thank you. Read More...
so nice of you to broadcast the list sir in equity section,it will be much more appreciable if you come out with a list of best funds in hybrids n debt family too.Thanks..n RegardsRead More...
What's your suggestion on below portfolio of my family member ..
Welcome your comment.. Thnx..
Portfolio SIP:::
ACTIVE (GROWTH, DIRECT PLAN) (from 2018):
EQUITY (18K SIP):
1. Aditya Birla Sun Life Tax Relief96
2. Axis Long Term Equity
3. Kotak Standard Multicap
4. Tata Equity P/E
5. Canara Robeco Emerging Equities
6. L&T Emerging Businesses
DEBT:
7. Aditya Birla Sun Life Floating Rate Long Term
8. Axis Liquid
INACTIVE (GROWTH, REGULAR PLAN): Total Amount - 1 Lac Invested
1. Axis Long Term Equity (36k)
2. Reliance Tax Saver (36k)
3. HDFC Hybrid Equity earlier Balanced fund (28k)
#MutualFund #Multicap#ELSS#portfolio#longterm#Retirementplanning#marriage#educationRead More...
Decrease the level in debt 20% and invest in large cap or midcap equityRead More...
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WealthTrust (Evolusolve Technologies Pvt Ltd) is a SEBI registered investment adviser (RIA code - INA000007650), trusted
by 100,000+ investors from all over India. WealthTrust is one of the India's first and fastest growing
'Zero Commission Wealth Management' platform. Invest in direct plans of mutual funds online in a paperless,
seamless and hassle-free way.
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully
before investing. Past performance is not a indicative of future returns.
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