Mutual fund Ideas

There are different categories in Mutual fund schemes. However, the main criteria of classification is Large cap, Mid cap and Small caps. The large cap schemes preferably invest in Large cap stocks, where there will be steady rise and frontline participation in the market gains.

Nippon India Large Cap Fund

Fund Manager - Sailesh Raj Bhan & Ashutosh Bhargava

AUM (as on 31-Jul-2022) - 11,724 Cr

Expense Ratio (as on 30-Jun-2022) - 1.10%

HDFC Top 100 Fund

Fund Manager - Rahul Baijal

AUM (as on 31-Jul-2022) - 21,498 Cr

Expense Ratio (as on 30-Jun-2022) - 1.20%

Apart from above large caps, the below mentioned schemes also can be considered for long term investing under this category.

ICICI Pru Large & Mid Cap Fund

Fund Manager - Ihab Dalwai

AUM (as on 31-Jul-2022) - 5,326 Cr

Expense Ratio (as on 30-Jun-2022) - 1.20%

Below are some better performing midcap funds, which can be considered for investing.

PGIM India Midcap Opp. Fund

Fund Manager - Aniruddha Naha

AUM (as on 31-Jul-2022) - 6,023 Cr

Expense Ratio (as on 30-Jun-2022) - 0.45%

Kotak Emerging Equity Fund

Fund Manager - Pankaj Tibrewal

AUM (as on 31-Jul-2022) - 20,619 Cr

Expense Ratio (as on 31-Jul-2022) - 0.49%

Below are some better performing Smallcap funds, which can be considered for investing.

SBI Small Cap Fund

Fund Manager - R. Srinivasan

AUM (as on 31-Jul-2022) - 12,825 Cr

Expense Ratio (as on 31-Jul-2022) - 0.76%

L&T Emerging Businesses Fund

Fund Manager - Venugopal Manghat

AUM (as on 31-Jul-2022) - 7,993 Cr

Expense Ratio (as on 31-Jul-2022) - 0.79%

Mutual Fund investments are subject to market risks. Please consult your financial advisor to know about the suitability of the product. Also, please note, as a long term investor, me and my family have invested in some of these schemes.Deepak Thakur, Financial Planner email - dthakur11@gmail.com Mobile - 98694 16214

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