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?
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:
- 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)
- 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?
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:
Download the Cube Wealth App
Select risk level as medium or high
Select the time frame as long
Enter the amount you want to invest
Browse recommended funds
For further assistance with documentation or if you have any questions, please EMAIL A CUBE WEALTH ADVISOR.