Table of Contents
What is a focussed equity fund?
Focused Equity Funds are Equity Mutual Funds that invest at least 65\% of their total assets in Equities and Equity-related instruments and can have a maximum of 30 stocks in their portfolio. They can invest across market capitalisations, sectors, and industries.
What is a large cap equity fund?
Large Cap Mutual Funds are equity funds that invest a bigger proportion of their total assets in companies with a large market capitalization. These companies are highly reputed and have an excellent track record of generating wealth for their investors over a long period.
What is the difference between equity and mutual funds which is better and why?
Returns – While mutual funds offer investors very decent returns over a period of time, equity stocks have the potential to bring the investor extremely high returns over a much shorter period of time. However, mutual funds are a much more stable form of investment due to its diversity.
What is the difference between large mid and small-cap funds?
Market capitalisation: Large-cap companies have a market cap of Rs 20,000 crore or more. Meanwhile, the market cap of mid-cap companies is between Rs 5,000 crore and less than Rs 20,000 crore. Small-cap companies have a market cap of below Rs 5,000 crore.
Which is better focused fund or Multicap fund?
Focused mutual fund can be considered an aggressive addition to your portfolio. While the above is a simplification, it is the reason why focused funds have a higher risk-reward profile than multicap funds. In fact, multicap mutual funds have the option to diversify way beyond 50 stocks!
What is SBI focused equity fund?
SBI Focused Equity Fund aims to provide investors with opportunities of long-term capital appreciation by investing in a concentrated portfolio of equity and equity related instruments. The fund invests minimum of 65\% in equity and equity related instruments spanning across market capitalization.
How many focused equity funds can an AMC launch?
According to SEBI’s regulations, each asset management company (AMC) can have only one scheme under each category of mutual funds, such as large-cap funds, multi-cap funds, focused funds, etc. SEBI has created this rule to avoid confusion among investors.
Which large-cap fund is best?
The following table shows the top large cap funds as per the past 3-year and 5-year returns:
| Mutual fund | 5 Yr. Returns |
|---|---|
| Kotak Bluechip Fund – Direct Plan – Growth | 17.72\% |
| Axis Bluechip Fund – Direct Plan – Growth | 21.44\% |
| BNP PARIBAS LARGE CAP FUND DIRECT PLAN GROWTH | 17.96\% |
| UTI Mastershare Unit Scheme – Direct Plan – Growth | 17.84\% |
Which is the best equity fund to invest?
| Mutual fund | 5 Yr. Returns | Min. Investment |
|---|---|---|
| ICICI Prudential Technology Fund – Direct Plan – Growth | 34.26\% | ₹5000 |
| ICICI Prudential Technology Fund | 33.12\% | ₹5000 |
| Aditya Birla Sun Life Digital India Fund – Growth-Direct Plan | 33.86\% | ₹1000 |
| TATA Digital India Fund DIRECT Plan Growth | 35.11\% | ₹5000 |
Which is better mid cap or large-cap?
Mid-cap companies have the potential to generate good returns over the long term. Mid-cap funds tend to be riskier than large-cap funds but possess the capability to produce higher returns in the long term.
Which is the best focused fund?
Equity Hybrid Debt Solution Oriented Others Filter
| Scheme Name | Plan | 6M |
|---|---|---|
| Aditya Birla Sun Life Focused Equity Fund – Direct Plan – Growth | Direct Plan | 11.15\% |
| Axis Focused 25 Fund – Direct Plan – Growth | Direct Plan | 11.71\% |
| DSP Focus Fund – Direct Plan – Growth | Direct Plan | 5.75\% |
| HDFC Focused 30 Fund – Direct Plan – Growth | Direct Plan | 14.77\% |
What is the difference between large cap and mid cap funds?
Investing Benefits: Large Cap VS Mid Cap Companies that invest in mid-cap have more potential for growth than large-cap Mid-cap funds often tend to outperform large cap funds Large companies are well-established which means that they have more consistent income.
What are the different types of equity funds?
There are different type of categorization of equity funds which is largely based on market capitalization segments i.e. large cap, mid cap and small cap. Large cap funds invest primarily in the 100 largest companies by market capitalization.
What is the difference between debt mutual fund and equity mutual fund?
The other major difference between debt mutual fund and equity mutual fund is that there are many types of debt funds which help you invest even for one day to many years. For example – Overnight funds invest in instruments which mature overnight and have practically no interest rate risk.
Should you invest in equity funds or debt funds?
While equity funds are risky in the in the short term, in the long term they can provide superior return over any other assets class provided you are ready to take high risk. On the other hand, debt funds can be your good friend if you cannot tolerate high risk and happy with low to moderate return and if the main aim is capital protection.