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Best Performing Equity Mutual Funds to Invest in India for 2016

 

Best Equity Mutual Funds - Invest Online

 

Equity funds give the highest returns by far and are usually categorized as high risk investments. Some of the best performing mutual funds in this class over the past 3 years have been:

Name

NAV* (Rs.)

AUM

(Rs. Cr)

Expense Ratio (%)

Average Returns (3 years) (% p.a.)

UTI Transportation and Logistics Fund

86.72

591.39

2.78

43.34

ICICI Prudential Exports and Other Services Fund

46.40

681.93

2.60

40.52

SBI Small & Midcap Fund

30.47

492.97

2.47

38.90

Franklin India Smaller Companies Fund

37.28

2448.89

2.35

37.39

*NAV rates as on 26th August 2015.

UTI Transportation and Logistics Fund: This is open-ended logistics sector based equity fund that aims to provide capital growth by investing in companies related to the fields of transportation manufacture, services, distribution, design or equipment sale. The fund has averaged returns to investors at the rate of 43.34% over the last 3 years, making it the best performing mutual fund in its category.

ICICI Prudential Exports and Other Services Fund: This is an open-ended services sector based equity fund which seeks to invest mainly in equity or related securities of firms involved in the services industry. The fund has provided returns at 40.52% p.a. over the last 3 years to investors.

SBI Small & Midcap Fund: This is an open-ended mid & small cap equity fund that is aims for long term wealth creation and capital appreciation through investments predominantly in equity and related securities of midcap and small firms. The fund has averaged returns of 38.90% p.a. in the last 3 years.

Franklin India Smaller Companies Fund: This is an open-ended mid and small cap equity mutual fund that seeks to offer long term capital growth through investments in small and midcap companies. In general, the fund has 3/4th of the portfolio made up of smaller companies. The fund has posted returns at 37.39% p.a. in the last 3 years.

Invest Rs 1,50,000 and Save Tax under Section 80C. Get Great Returns by Investing in Best Performing ELSS Mutual Funds

Top 10 Tax Saving Mutual Funds to invest in India for 2016 or Best 10 ELSS Mutual Funds in india for 2016

1. BNP Paribas Long Term Equity Fund

2. Axis Tax Saver Fund

3. Franklin India TaxShield

4. ICICI Prudential Long Term Equity Fund

5. IDFC Tax Advantage (ELSS) Fund

6. Birla Sun Life Tax Relief 96

7. DSP BlackRock Tax Saver Fund

8. Reliance Tax Saver (ELSS) Fund

9. Religare Tax Plan

10. Birla Sun Life Tax Plan

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