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Top 5 equity mutual funds for investor’s portfolio

Top 5 equity mutual funds for investor's portfolio

Mutual funds like Birla Sun Life MNC fund, SBI Magnum Midcap fund, Motilal Oswal MOST Focused Midcap Fund and Reliance Small Cap Fund gave return of 29.65 per cent, 16.94 per cent, 21.71 per cent and 13.65 per cent in the past one year till November 10, 2015. Continue reading at

This Is Where Hedge Funds, Mutual Funds, and Sell-Side Analysts Are Agreed

Investors seeking (or trying to avoid) the wisdom of crowds need look no further than the latest from Credit Suisse. A team led by U.S. Equity Strategist Lori Calvasina analyzed the current recommendations of sell-side analysts plus the positioning of buy … Continue reading at

Top 5 equity mutual funds for investors portfolio

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The benefits of funds investing

Mutual funds and their close cousins, exchange-traded funds, share a lot of common benefits. The biggest difference between these two investment vehicles is that ETFs can be bought and sold during the trading day in the financial markets, whereas … Continue reading at

Mutual Funds Strategies

5 Things You Probably Didn’t Know About Mutual Funds

Whether through a retirement plan or a regular brokerage account, most adults in America invest in some kind of mutual fund, as they’re an easy way to gain diversified access to a portfolio of stocks. It gives many investors comfort to know that a … Continue reading at

Sentiment Shifts Among Hedge Funds, Mutual Funds and Sell-Side

Almost every investor wants to know what the rest of the market is buying and selling. Contrarians in particular often ask, "what does everybody love?" and "what does everybody hate?" With this in mind, Credit Suisse has put together a "Carving … Continue reading at

Mutual Funds Strategies

Latin America-Focused Mutual Funds: Outlook after September 2015

In this series, we've reviewed nine Latin America-focused mutual funds in terms of their sectoral compositions and changes over the past year. We also analyzed the possible factors driving their respective performances. But how does the overall portfolio … Continue reading at

Best And Worst Q4’15: Large Cap Blend ETFs, Mutual Funds And Key Holdings

The Large Cap Blend style ranks second out of the twelve fund styles as detailed in our Q4’15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the Large Cap Blend style ranked second as well. It gets our Attractive rating, which is based on … Continue reading at

Top 5 equity mutual funds for investors portfolio

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Tech Mutual Funds that were Better Off in Q3

The technology sector has impressed with the third-quarter earnings numbers. The encouraging quarterly results have come at a time when the overall growth picture remains challenged. In such a backdrop, tech bellwethers such as Google's parent Alphabet … Continue reading at

5 Assets That Can Poison Your 401(k) Fund

Some brokerage windows allow participants to invest in mutual funds. Others offer access to a wider array of alternatives, including individual stocks and ETFs, in addition to mutual funds. Plan sponsors often make employees who choose this route sign off … Continue reading at

Trading Mutual Funds for a Living: Is It Possible?

While it is technically possible to trade mutual funds for a living if you have a substantial amount to invest and are happy to employ a highly active trading strategy, mutual funds are not built for short-term investors. In fact, most mutual funds … Continue reading at

* 1-Portfolio Check
Yogendra Patel, Bengaluru
Hows my portofolio. I am investing thru SIP in following funds. Hw much i can earn in 10 yrs. I am investing from past one year?
HDFC TOP 200 – 2K

Lack of diversification is evident in the portfolio mentioned. 4 out of 5 funds mentioned are equity funds. No exposure to debt funds. In addition to lack of diversification across the asset classes, there is overlap in the stock holdings of the mutual funds mentioned.

Giant Cap 55.48% 2.42% 42.69% 16.72%
Large Cap 24.80% 10.71% 22.52% 12.26%
Mid Cap 14.49% 55.62% 25.14% 36.07%
Small Cap 1.12% 31.02% 5.74% 32.09%
Tiny 0.14% 0.25%

So if you look at the portfolio allocation of the mutual funds specified there is a significant degree of overlap among the asset classes. Added to this, the HDFC top 200 almost replicates HDFC Equity and HDFC Midcap opportunities fund is similar to ICICI Discovery growth fund. So there is huge overlap in the securities opted by the different funds specified. The degree of overlap among the funds should be low in order to avoid excessive portfolio management charges.

Mutual Funds Strategies

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