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Thursday 30 January 2014

Actively Managed Mutual Funds vs Passively Managed Mutaul Funds

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Let us consider that you do not have time or sufficient knowledge of the stock market. You have decided to invest in mutual funds .Your next dilemma is whether to invest in actively managed mutual funds or passively managed ones. Most of the commonly managed passive funds are those which follow an index such as the Nifty and are known as index funds. But are passively managed index funds the best choice? Globally investments in index funds which are passively managed are found to be better performers but in India actively managed funds are found to be better. This is mainly because mutual fund houses have excellent research teams and set high benchmark standards of performance. You need to have a core mainly a centre piece or the heart of your investments. About 70-80% of your mutual fund investments especially for a younger person should be in Equity Diversified Mutual Funds of Large Cap Stocks or Gold ETF’s. This should form the basis of your investments or the soul of your investments. These kind of funds are known to give double digit CAGR returns over a longer period of time. In addition to this you can invest in certain riskier segments such as Sectoral mutual funds and even mid cap mutual funds or International mutual funds. In a bull market these funds tend to give stupendously high returns.

 

 

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Best Performing Mutual Funds

    1. Largecap Funds                 Invest Online
      1. DSP BlackRock Top 100 Fund
      2. ICICI Prudential Focused Blue Chip Fund
      3. Birla Sun Life Front Line Equity Fund

B.      Large and Midcap Funds               Invest Online

      1. ICICI Prudential Dynamic Plan
      2. HDFC Top 200 Fund
      3. UTI Dividend Yield Fund

C.      Mid and SmallCap Funds              Invest Online

      1. Reliance Equity Opportunities Fund
      2. DSP BlackRock Small & Midcap Fund
      3. Sundaram Select Midcap
      4. IDFC Premier Equity Fund

D.      Small and MicroCap Funds     Invest Online

      1. DSP BlackRock MicroCap Fund

E.       Sector Funds      Invest Online

      1. Reliance Banking Fund
      2. Reliance Banking Fund

F.       Tax Saver Mutual  Funds              Invest Online

1.       ICICI Prudential Tax Plan

2.       HDFC Taxsaver

      1. DSP BlackRock Tax Saver Fund
      2. Reliance Tax Saver (ELSS) Fund

G.     Gold Mutual Funds         Invest Online

      1. Relaince Gold Savings Fund
      2. ICICI Prudential Regular Gold Savings Fund
      3. HDFC Gold Fund

H.      International funds      Invest Online

1.       Birla Sun Life International Equity Plan A

2.      DSP BlackRock US Flexible Equity

3.      FT India Feeder Franklin US Opportunities

4.      ICICI Prudential US Bluechip Equity

5.      Motilal Oswal MOSt Shares NASDAQ-100 ETF

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Mutual Fund Application Forms Download Any Applications
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Mutual Fund Application Forms Download Any Applications
Invest in Tax Saving Mutual Funds Invest Online
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