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Wealth Growth MF SIP: Value Research Rates 5-Star To These 3 Hybrid Equity Funds
Starting early, building a diverse investment portfolio, and being disciplined are the keys to a successful financial journey. Inability to select the right stocks or time market ups and downs, difficulty diversifying the equity portfolio across different sectors, industries, and market capitalizations, and inability to optimally deal with market volatility are just a few of the challenges that first-time investors face at the start of their equity investing journey. A first-time investor focuses on wealth growth, but a lack of understanding harms their investments. When investing in an equity mutual fund, you have the option of choosing between growth and dividends. A growth fund mostly invests in new, promising businesses that have the potential to generate high profits. This article has covered the following Value research 5 stars rated hybrid equity fund.
Mahindra Manulife Equity Savings Dhan Sanchay Yojana- Direct Plan-Growth
| NAV | Fund Size | Expense Ratio |
|---|---|---|
| ₹17.05 | ₹ 393.19 Cr | 0.73% |
NAV as on 17 February 2022
It is an open-ended fund from the Mahindra Manulife Mutual Fund. As of January 31, 2022, Mahindra Manulife Equity Savings Dhan Sanchay Yojana- Direct Plan-Growth has Rs 393 crores is AUM. The last year's Fund's Direct-Growth returns are 31.46%. It has had an average yearly return of 18.65% since its inception.
The fund is invested in Indian equities to the tune of 65.62%, with 53.35% in big-cap stocks, 4.77% in mid-cap stocks, and 4.44 percent in small-cap stocks. 15.4% of the fund's assets are in debt, with 5.72% in government securities and 9.68% in funds that invest in very low-risk securities. The debt portion of the fund has a low credit rating, implying that the borrowers to whom it has provided funds are of poor quality.
The financial, energy, automobile, technology, and construction industries make up the majority of the fund's stock holdings. In comparison to other funds in the category, it has less exposure to the Financial and Energy sectors.
SIP Returns
| Period Invested for | Absolute Returns | Annualised Returns |
|---|---|---|
| 1 Year | 5.46% | 10.18% |
| 2 Year | 20.74% | 19.19% |
| 3 Year | 28.20% | 16.76% |
| 5 Year | 38.79% | 13.04% |
Mirae Asset Equity Savings- Direct Plan-Growth
| NAV | Fund Size | Expense Ratio |
|---|---|---|
| ₹15.07 | ₹ 478.6 Cr | 0.42% |
NAV as on 17 February 2022
It is an open-ended fund from the Mirae Asset Mutual Fund. As of January 31, 2022, Mirae Asset Tax Saver Fund Direct-Growth has an AUM of Rs 311 Crores. Over the last year, Fund's Direct-Growth plan accounted for 11.04% returns, which is better than the category average of 9.46% in 1 year period. Whereas, the fund has returned an average of 13.81 % since its inception.
The fund is invested in Indian equities to the tune of 67.57%, with 41.57% in big-cap stocks, 13.35% in mid-cap stocks, and 3.6% in small-cap stocks. 18.69% of the fund's assets are in debt, with 17.65% in government securities and 1.04% in funds that invest in very low-risk securities. The debt portion of the fund has a low credit rating, indicating that the borrowers to whom it has provided funds are of poor quality.
The equity element of the fund is generally allocated to the financial, technology, automobile, energy, and healthcare industries. In comparison to other funds in the category, it has less exposure to the Financial and Technology industries.
SIP Returns
| Period Invested for | Absolute Returns | Annualised Returns |
|---|---|---|
| 1 Year | 4.71% | 8.77% |
| 2 Year | 18.72% | 17.37% |
| 3 Year | 26.41% | 15.77% |
Sundaram Equity Savings- Direct Plan-Growth
| NAV | Fund Size | Expense Ratio |
|---|---|---|
| ₹55.04 | ₹ 310.55 Cr | 0.85% |
NAV as on 17 February 2022
It is an open-ended fund from the Sundaram Mutual Fund. As of January 31, 2022, Sundaram Equity Savings- Direct Plan-Growth has Rs 479 crores in AUM. The last one-year Annualized Returns under the Direct-Growth of the fund are 14.13%. It has returned an average of 9.38% since its inception, which is better than category annual average returns.
The fund invests 139.82% of its assets in Indian stocks, with 94.56% in big-cap stocks, 23.66% in mid-cap stocks, and 8.74% in small-cap equities. The fund has a debt investment of 32.52%, with 24.64% in government securities and 7.82% in funds investing in extremely low-risk securities. The fund is moderately risky to invest in.
The equity element of the fund is predominantly invested in the Financial, Technology, FMCG, Automobile, and Chemicals industries. In comparison to other funds in the category, it has acquired less exposure in the financial and technology industries.
SIP Returns
| Period Invested for | Absolute Returns | Annualised Returns |
|---|---|---|
| 1 Year | 7.06% | 13.22% |
| 2 Year | 21.79% | 20.12% |
| 3 Year | 29.11% | 17.25% |
| 5 Year | 39.62% | 13.29% |
Disclaimer
Mutual fund investments are subject to market risk. Read all scheme-related documents, Terms and Conditions carefully before investing. The above-mentioned information is purely informational and carried forward from Value Research and MoneyControl. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.
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