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4 Well-Rated SIPs Where You Can Take A Long-term Bet
Here are a few SIPs, where investors can take a long-term view. These have been well-rated by some of the agencies and have a good track record over the years. The fund managers also have a proven track record.
Quant Small Cap Fund
This fund has been rated 5-star by Groww and also by Crisil. Quant Small Cap Fund has given a 5-year returns of about 24% on an annualized basis and about 56% on an annualized basis in the last 3-years. The returns have been fantastic over a more shorter time frame. Among the stocks in the company's portfolio include names like ITC, IRB Infra, RBL Bank, Punjab National Bank etc.
About 94% of the amount is already invested in equities. At the outset we want to emphasize the fact that small cap stocks are risky and hence investing in small cap mutual funds pose a risk.
Should the markets fall from current levels, there is a possibility that net asset value could fall even sharper, given the larger beta of small cap stocks.
Canara Robeco Emerging Equities
This fund has a 4-star rating from Morningstar. The fund tends to invest money in largecap and midcap stocks, though substantial amounts are placed in large caps. Among the largecap stocks in its portfolio include names like ICICI Bank, HDFC Bank, Infosys, Reliance Industries, State Bank of India and Axis BANK. The fund has given 3-year annualized returns of 16.38%, while the 5-years annualized returns has been 15.27%. The returns have been good as the stocks in the portfolio have performed well. This fund is suitable for those looking at gains more in the long-term. However, we would advise going with SIPs, as the risks are less when compared to investing lumpsum.
ICICI Prudential Bluechip Fund
This largecap fund has been rated No 1 by Crisil, in the largecap category. ICICI Prudential Bluechip Fund has generated returns of 16.32% over the last 3-years on an annualized basis, which compares well with some of its peers. The fund has almost 93% investment in equities of which 78.96% is in Large Cap stocks, 4.82% is in Mid Cap stocks, 0.36% in Small Cap stocks. The fund has very low exposure to debt. ICICI Prudential Bluechip Fund is suitable for those looking at long-term returns and risks are less when compared to small cap mutual funds. The fund has got sizeable assets under management and has a long-standing track record of generating decent returns. Look for investing for at least 3-5 years in the scheme.
Disclaimer
Mutual fund investments are subject to market risk. The above-mentioned information is purely informational and doesn't guarantee any return. Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.
