Best Equity Funds To Invest In 2019

Most people who are new to the world of investments wonder what an equity mutual fund is, how it is different from, say a debt fund and what the best equity mutual funds in the market are. 

Well if you’re looking for some high return mutual funds then Cube Wealth has the right equity funds for you. These are the best equity funds of 2019 that our wealth advisors have handpicked.

What is Equity Mutual Fund?

An equity fund is a mutual fund which invests primarily in the stock market. Which is why equity funds are often called stock funds as well. These can be both actively and passively managed funds (also called index funds). However, you don’t need to get confused by the nomenclature. The simple thing to remember about equity funds is that they invest mostly in stocks and are categorized based on the size of the company, the goal of the funds and the overall portfolio. You must ensure that the fund objective is in line with your own personal wealth goals.

Who Should Invest in Equity Mutual Funds?

If you’ve ever thought “Should you invest in equity mutual funds?”, you’ll find an answer here. Equity Mutual Funds are great if you’re looking to grow wealth over the long term. The stock market has historically given better returns than other forms of investment when it comes to long term returns. If you’re patient and are seeking steady growth in wealth, then equity funds will definitely make it to your portfolio. Think of medium to high-risk funds that are linked to the market and will give you healthy returns in 5 – 10 years.

Top Performing 10 Best Equity Mutual Funds in India

Before we list the best equity funds you can buy, let’s look at how we pick these funds. Our team of world-class advisors from Wealth First helps us collate this list based on their mutual fund selection methodology mentioned below:

  1. Qualitative Parameters:

    • AMC comfort Pedigree, Credibility, Compliance, Process and Ability to Retain Top Management & Talent

    • Fund Manager comfort Experience, Reputation, Performance and Continuity Record (We have had 170+ investment and marketing team interactions in the last 1 year)

  2. Quantitative Parameters:
    • Scheme Aesthetics – Fund Size & Recent AUM Growth, Concentration Analysis, Clarity of positioning

    • Performance – Historical performances (SIP, Last 20-Quarters, 3-Year, and 5-Year Numbers), Risk-adjusted returns, Sharpe, Beta, and Other Statistical Ratios

    • Negative Criteria – Cash Calls, Outlier Performances, Recent Management Changes, etc.

Given below are the top equity funds across risk levels and a few International equity funds we think you should consider:

Best Moderate Mutual Funds to Invest in 2019

Best Moderate Mutual Funds 2019
 
Canara Robeco Emerging Equities
 
IDFC Core Equity Fund
 
Invesco India Growth Opportunities
 
Mirae Asset Focused Fund

Best Aggressive Mutual Funds to Invest in 2019

Best Aggressive Mutual Funds 2019
 
L&T Midcap Fund
 
Kotak Emerging Equity
 
HDFC Small Cap

Best International Mutual Funds to Invest in 2019

Best International Mutual Funds 2019
 
Edelweiss Greater China Equity Off-shore Fund – Regular Plan
 
Franklin India Feeder – Franklin U.S. Opportunities Fund
 
Invesco Pan European Equity Fund
 
Reliance Japan Equity Fund

How To Evaluate Best Equity Mutual Funds?

There are a few key things to consider while evaluating an equity fund. To begin with, you must analyse the historical returns of a fund over different time frames and compare them with the competition. Learn about the fund manager – are they experienced? Have they led funds to success in the past? Where did they study? etc.  Also, what is the objective that the fund has declared? What companies have they invested in matters most – that way you know what your money is going into. However, it is best to consult a wealth advisor for this purpose since an expert will be able to dig in far better than most investors.

How To Invest in Equity Mutual Funds?

The best way to invest in an equity fund is through an app like Cube Wealth. Here are the steps you need to follow:

  1. Download the Cube Wealth App

  2. Select risk level as medium or high

  3. Select the time frame as long

  4. Enter the amount you want to invest

  5. Browse recommended funds

  6. Tap Invest

For further assistance with documentation or if you have any questions, please EMAIL A CUBE WEALTH ADVISOR.

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