Let us look at each of these funds shortly to see how these funds cross market cycles and the returns investors would have received by investing via lump sum and SIP modes.
UTI MNC Fund
The Fund Fund93.67% investment in Indian stocks, 47.35% of which is in large-cap stocks, 36.3% in mid-cap stocks, and 10.02% in small-cap stocks. It is a well-known UTI Fixed Fund with over 1,000 crores of assets under management. The fund's volatility is Fundenerally lower when compared to various equity funds.Franklin India High Growth Companies Fund
It is another well-known Franklin Templeton stable fund with more than 2,200 crores of assets under management. The scheme has provided yields of 9.4% and 22.4%, respectively, in the last three and five-year periods. Asset volatility is consistent with the overall volatility of diversified equity funds. However, the risk-adjusted return is quite exceptional.Reliance Equity Opportunities
With assets of over Rs 11,000 crore under Reliance Equity Opportunity Management, it is another old favourite with investors from Reliance Stable. The volatility of the funds corresponds to the overall volatility of diversified equity funds. However, the risk-adjusted return is quite exceptional.Franklin India Flexi Cap Fund
The Franklin India Flexi Cap Fund is another well-known Franklin Templeton stable fund with more than 2,500 property crores under management. The fund's volatility is Fundenerally lower when compared to various equity funds.
SBI Magnum Multiplier Fund
It is one of the country's oldest mutual fund schemes outside the Unit Trust stable. The fund was introduced in 1993 and is managed with over 1,450 asset crores. The fund'Fund'stility is generally on the lesser hand compared to diversified equity funds.Tata Ethical Fund
Some equity funds that despite its small AUM base (around Rs 291 crore), Tata Ethical Fund is one of the best-performing equity funds relative to its peer collections. The Fund'Fund'sstment mandate has ensured that the fund'Fund'stility over the past three years is significantly lower than the overall volatility of diversified equity funds.Tata Ethical Fund (G) The scheme aims to provide medium to long-term capital gains through investing in well-researched value and growth-oriented enterprises in Shariah-compliant equity and equity-related tools.
