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Showing posts from March, 2020

Top 5 Large Cap Mutual Funds

Mirae Asset Large Cap Fund Growth The AMC Mirae Asset Mutual Fund is a global asset manager bringing its expertise to India. Mirae Asset AMC is known for its innovative solutions and sharp fund management. Mirae Asset has presence in over 14 countries with USD 135 billion of assets under management. Investment Objectives Invest 80% in Large Cap stocks (top 100 companies by market capitalization) Flexible enough to invest across sectors or themes Participate in high quality businesses Companies with sustainable competitive advantage Fund Manager The fund is managed by the capable Mr. Gaurav Misra who holds an MBS from IIM Lucknow and BA Economics (Hons) from St.Stephens College. Takeaways Aimed at long term wealth creation Ideal investment horizon of 3 years or more  Combination of consistency of Large caps (80%) and midcaps (20%) The Fund The fund is an open ended equity scheme predominantly investing across large cap stocks. It has a moderately high ris...

Top 5 Index Mutual funds

Franklin India Index Fund - NSE Nifty Plan Growth The AMC Franklin Templeton India is part of the Franklin Templeton Investments, an American asset management company with operations across the globe. The India office was setup in 1996. Investment objective Invests in the same companies that make the Nifty 50 Large and established businesses Fund Manager The fund is managed by Mr. Varun Sharma who currently is the senior research analyst in Franklin Templeton Asset Management. Takeaways Long Term capital appreciation Passively Managed Index fund Ideal for first time equity investors The Fund Is an equity fund which invests in companies that make up the Nifty 50 Checkout the complete fund page here: https://investica.com/mf/scheme/franklin-india-index-fund-nse-nifty-plan-growth-14051553-2066 IDBI Nifty Index Fund Growth The AMC IDBI Asset Management Ltd is a wholly owned subsidiary of IDBI Bank and was incorporated under the companies act, 1956 on 25th Ja...

Top 5 Liquid Funds

Aditya Birla Sun Life Liquid Fund Growth The AMC ABSLAMC or Aditya Birla Sun Life AMC is the mutual fund part of Aditya Birla Capital Limited (Ltd) which is the financial services arm of the diverse Aditya Birla Group. ABCL provides a range of investment and financial solutions to suit varied needs of the modern investor. ABCL has a huge presence across India with Rs.3000 Billion of assets under management (AUM as of December 31st, 2019) Aditya Birla Group is a USD 48.3 Billion multinational conglomerate with over 1,20,000 employees and operating in 36 countries across the globe.  Investment Principles Safety with higher liquidity Prevent capital erosion Observe investing discipline Fund Manager The Fund is managed by Mr. Kaustubh Gupta who is a senior fund manager at ABCLAMC with an extensive experience of 14 years. He is a qualified Chartered Accountant and CFA (Level 2) Takeaways This fund is for investors who are interested in: Sh...