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Top 4 Equity Mutual Fund Picks By Sharekhan You Should Look For SIP In 2022
The Russian invasion in February of this year has resulted in the equity market remaining highly volatile in the short term. Hence, a diversified portfolio of best-performing equity funds would be a wise decision in the face of growing inflation, geopolitical tension, and market volatility that is projected to stay high in the coming months. Although equity markets witnessed corrections in the previous month, implementing a systematic investment plan (SIP) in a diversified portfolio will cushion your returns from market turmoil. We recommend that investors exercise caution before investing in any particular sector fund, and have identified the top four equity funds in the Large Cap, Large & Mid Cap, Mid Cap, and Small Cap categories as suggested by the brokerage firm Sharekhan in April 2022.
Canara Robeco Bluechip Equity Fund Direct Growth
Value Research has given this fund a 5-star rating, and the fund is ideally suited for high-risk investors seeking long-term wealth appreciation. Canara Robeco Bluechip Equity Fund Direct-Growth returns have been 17.51 percent over the last year. It has returned an average of 15.28 percent every year since its inception.
The financial, technology, energy, consumer staples, and healthcare sectors account for the majority of the fund's investment sectors. Infosys Ltd., ICICI Bank Ltd., HDFC Bank Ltd., Reliance Industries Ltd., and Tata Consultancy Services Ltd. are the fund's top five holdings.
The fund has a 0.37 percent expense ratio, Rs 6647 crores in assets under management (AUM) as of 31 March 2022, and a NAV of Rs 45.16 as of 13 April 2022.
| Period | Canara Robeco Bluechip Equity Fund - Dir - Growth | Scheme Benchmark (S&P BSE 100 TRI) | Additional Benchmark (S&P BSE Sensex TRI) |
|---|---|---|---|
| CAGR since Inception | 15.28 % | 13.80 % | 13.97 % |
| 1 Year | 17.51 % | 20.66 % | 19.50 % |
| 3 Year | 19.71 % | 15.88 % | 16.06 % |
| 5 Year | 17.01 % | 14.74 % | 15.94 % |
| Source: canararobeco.com. Data as of Mar 31, 2022 |
Axis Growth Opportunities Fund - Reg - Growth
Value Research has given the Axis Growth Opportunities Fund Regular Growth a 5-star rating, and the fund invests in both large and mid-cap stocks, resulting in good long-term wealth growth for investors.
As of 31/03/2022, Axis Growth Opportunities Fund Regular - Growth has Rs 7,249.62 crores in assets under management (AUM) and a NAV of Rs 20.65 as of Apr 13, 2022. The fund's expense ratio is 2.05 percent, which is much higher, and the fund's 1-year returns are 23.42 percent.
It has returned an average of 22.04 percent per year since its inception. The top 5 sector allocations of the fund are Financial, Services, Technology, Chemicals, Healthcare and the fund's top five holdings are Bajaj Finance Ltd., PI Industries Ltd., Tata Elxsi Ltd., Cholamandalam Investment & Finance Co. Ltd., and Info Edge (India) Ltd.
| Period | Annualised(%) | NIFTY Large Midcap 250 TRI Benchmark(%) | Nifty 50 TRI Additional Benchmark(%) |
|---|---|---|---|
| Since inception 22 Oct 2018 | 22.04% | 19.05% | 17.23% |
| 5 Years | - | - | - |
| 3 Years | 23.55% | 19.72% | 17.25% |
| 1 Years | 23.42% | 19.50% | 16.89% |
| Source: axismf.com. Data as of February 28, 2022 |
SBI Magnum Midcap Fund Direct Growth
Value Research has given SBI Magnum Midcap Fund Direct-Growth a 3-star rating. As the name implies, the fund invests primarily (at least 65 percent) in midcap stocks in order to build long-term wealth for high-risk investors.
As of 31 March 2022, SBI Magnum Mid Cap Direct Plan-Growth has Rs 6,831 crores in assets under management (AUM) and a NAV of Rs 154 as of Apr 13, 2022. The 1-year returns on SBI Magnum Mid Cap Direct Plan-Growth are 26.51 percent.
It has returned an average of 16.59 percent every year since its inception. Automobile, Financial, Capital Goods, Consumer Discretionary, and Textiles are the fund's top 5 sector allocations, while Sheela Foam Ltd., Page Industries Ltd., TI Financial Holdings Ltd., Carborundum Universal Ltd., and Cholamandalam Investment & Finance Co. Ltd. are the fund's top 5 holdings.
| Compounded Annualized Growth Rate Performance | Last 1 Year | Last 3 Year | Last 5 Year | Since Inception(29/03/2005) |
|---|---|---|---|---|
| SBI Magnum MidCap Fund | 26.51% | 22.05% | 12.99% | 16.59% |
| Scheme Benchmark: - Nifty Midcap 150 TRI | 25.05% | 20.72% | 15.35% | N.A. |
| Additional Benchmark: - S&P BSE Sensex TRI | 19.50% | 16.06% | 15.94% | 15.50% |
| Source: sbimf.com. Data as of April 07, 2022 |
Kotak Small Cap Fund Regular Growth
Value Research has given the fund a 4-star rating, and it mostly invests in firms in the small-cap market capitalization category. As of 31 March 2022, Kotak Small Cap Fund Regular-Growth has Rs 7,236 crores in assets under management (AUM) and a NAV of Rs 167.53 as of 13th April 2022.
The returns on the Kotak Small Cap Fund Regular-Growth Fund over the last year have been 40.95 percent. It has had an average yearly return of 17.87 percent since its inception. Materials, Consumer Discretionary, Metals & Mining, Chemicals, and Capital Goods are the fund's top five sector exposures. Century Plyboards (India) Ltd., Sheela Foam Ltd., Carborundum Universal Ltd., Ratnamani Metals & Tubes Ltd., and Amber Enterprises India Pvt Ltd. are the fund's top five holdings.
| Tenors | Since Inception | Last 5 Year | Last 3 Years | Last 1 Year |
|---|---|---|---|---|
| Kotak Small Cap Fund (G) | 17.87% | 18.70% | 32.77% | 40.95% |
| Nifty Smallcap 250 TRI | - | 12.39% | 22.90% | 42.33% |
| Nifty 50 TRI | 14.71% | 15.22% | 15.83% | 21.87% |
| Nifty Smallcap 100 TRI | 13.81% | 9.87% | 18.05% | 32.37% |
| Source: kotakmf.com. Data as of 13.04.2022 |
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