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This article is more than 2 year old.

Mutual Fund Corner: How to choose a mutual fund

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Want to invest in mutual funds but don’t know how to go about it? Get all your mutual fund related queries answered by our expert, Himanshu Srivastava, senior research analyst, Morningstar Advisers India, on our show Mutual Fund Corner.

Mutual Fund Corner: How to choose a mutual fund
Want to invest in mutual funds but don’t know how to go about it?
Get all your mutual fund related queries answered by our expert, Himanshu Srivastava, senior research analyst, Morningstar Advisers India, on our show Mutual Fund Corner.

Q: Mohammad Yousuf Bhat from Kashmir writes to us on Facebook. Which mutual funds should I choose?
A: This would depend on lot of factors and require proper planning. It will depend on your goals, risk appetite, investment horizon, your financial condition among others.
The best way to proceed with investments is to opt for the services of a financial advisor, who will draw an investment plan for you based on all these factors. He will work around getting the right asset allocation for you and populate the portfolio with the right mix of funds.
For me to recommend fund which would be apt for you, I need more details which is not available now. I can give you the names of good large cap, mid cap and small cap funds. But then it’s also important to have the right allocation in them, which would be difficult for me to suggest in the absence of information.
So to give you an idea some of the funds from the large, mid and small cap categories were we have positive Morningstar analyst ratings are:
 
Group/InvestmentMorningstar Analyst RatingMorningstar Rating OverallReturns (%)
1-Yr3-Yr5-Yr
Large-Cap
Aditya BSL Frontline Equity GrSilverÙÙÙÙ-4.618.9014.26
DSP Top 100 Equity Reg GrBronzeÙÙ-8.346.2210.34
Franklin India Bluechip GrGoldÙÙÙ-5.356.8112.05
HDFC Top 100 GrGoldÙÙÙÙ-1.5711.1914.81
ICICI Pru Bluechip GrSilverÙÙÙÙÙ-1.0610.9614.34
Reliance Large Cap GrSilverÙÙÙÙÙ0.4910.9017.58
SBI Bluechip Reg GrBronzeÙÙÙÙ-5.247.9315.24
UTI Mastershare Unit Reg GrBronzeÙÙÙ-0.628.0413.03
Mid-Cap
Aditya BSL Mid Cap GrBronzeÙÙÙ-14.807.9320.32
DSP Midcap Reg GrSilverÙÙÙÙ-10.3510.9522.32
Franklin India Prima GrGoldÙÙÙÙ-7.189.7521.74
HDFC Mid-Cap Opportunities GrGoldÙÙÙÙÙ-8.7111.0822.91
ICICI Pru Midcap GrBronzeÙÙÙ-10.239.4523.43
SBI Magnum Midcap Reg GrBronzeÙÙ-15.374.1520.03
Sundaram Mid Cap GrBronzeÙÙÙ-13.798.5022.03
Small-Cap
DSP Small Cap Reg GrSilverÙÙÙÙ-18.827.3326.72
Franklin India Smaller Companies GrSilverÙÙÙÙ-14.268.7923.57
HDFC Small Cap GrBronzeÙÙÙÙ0.4216.6620.74
 
Click here to watch the full episode of Mutual Fund Corner

Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
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