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Tuesday, January 21, 2014

Best Mutual funds to Invest in 2014

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Parameters to select the

Best Mutual funds to

invest in 2014

 

 

1. Performance ranking – Quartile ranking

As per these rankings Mutual funds are divided in 4 quartiles based on the returns they have generated. Quartile 1 carries top 25% of funds and Quartile 4 carries 25% of funds given least return.

2. Ratio analysis – Alpha , Standard deviation

Alpha denotes the extra return that the fund manager has generated as compared to benchmark. Standard deviation denotes how risky or volatile the fund is.

3. Fund manager tenure and experience

Fund manager tenure tells us that since how long the fund is being managed by same fund manager. Recent change in the fund manager should make the investor wary about the future of the fund.

4. Expense ratio and Scheme Asset size.

High expenses means less returns, but expense ratio is the factor of scheme asset size. SEBI has put restrictions on the Expense ratio which depends on the funds asset size. Higher the asset size lower will be the expenses. Though we can look out for a minimum expected scheme asset size but if the fund is consistently performing and fund manager is experienced and generating Alpha, so many time expense ratio does not matter. But higher the Asset size is always better.

 

So based on above mentioned parameters, to find out best mutual funds to invest in 2014,we have filtered out the funds which should fall into Quartile 1 ranking for 1 and 3 year performance, Should have generated Positive Alpha in last 1 and 3 year and fund manager tenure should be at least of 1 year.

 

Before going ahead, I would like to reiterate that consider the below list of funds as something you should look at after understanding your risk profile, and decided on a suitable asset allocation. Zeroing onto specific funds in your particular case might require understanding of funds Risk parameters too.

 

 

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Best Performing Mutual Funds

    1. Largecap Funds             Invest Online
      1. DSP BlackRock Top 100 Fund
      2. ICICI Prudential Focused Blue Chip Fund
      3. Birla Sun Life Front Line Equity Fund

B. Large and Midcap Funds         Invest Online

      1. ICICI Prudential Dynamic Plan
      2. HDFC Top 200 Fund
      3. UTI Dividend Yield Fund

C. Mid and SmallCap Funds          Invest Online

      1. Reliance Equity Opportunities Fund
      2. DSP BlackRock Small & Midcap Fund
      3. Sundaram Select Midcap
      4. IDFC Premier Equity Fund

D. Small and MicroCap Funds        Invest Online

      1. DSP BlackRock MicroCap Fund

E. Sector Funds          Invest Online

      1. Reliance Banking Fund
      2. Reliance Banking Fund

F. Tax Saver Mutual Funds      Invest Online

1. ICICI Prudential Tax Plan

2. HDFC Taxsaver

      1. DSP BlackRock Tax Saver Fund
      2. Reliance Tax Saver (ELSS) Fund

G. Gold Mutual Funds        Invest Online

      1. Relaince Gold Savings Fund
      2. ICICI Prudential Regular Gold Savings Fund
      3. HDFC Gold Fund

H. International funds         Invest Online

1. Birla Sun Life International Equity Plan A

2. DSP BlackRock US Flexible Equity

3. FT India Feeder Franklin US Opportunities

4. ICICI Prudential US Bluechip Equity

5. Motilal Oswal MOSt Shares NASDAQ-100 ETF

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