Mutual Fund is a new age of investment product with professional fund management, flexibility and transparency. Mutual funds work on concept pool of money from various investors and invests it in various asset classes for best possible returns by expert funds managers depending upon the market situation.
As mutual funds are going popular day by, every investor want to invest into it. when comes to investing in mutual funds, every one search for best mutual funds to invest in India, best mutual funds to invest or best Sip funds to invest etc.
So, when we want to invest in the best mutual funds for 2021, let’s go through these lines before investing:
- Mutual fund scheme selection should always base upon the financial goals and risk appetite of an individual.
- Each Mutual fund scheme category has a different risk vs return potential.
- These is no such word We will not prefer “best mutual fund”. Every mutual fund scheme is best when it is purchased with own need and goal and it helps to complete the goals and need.
- A best Mutual fund scheme is no guarantee that a mutual fund that has given the best return in the past would continue to give the best return in the future.
- It is very important to build a balanced portfolio. This would eventually depend upon your risk profile and financial goals. And you should not change the schemes frequently unless the scheme is consistently doing badly. As well as you can contact Mutual Fund Distributor who are AMFI certified to get help.
Having said this, I would assume that the best mutual funds to invest in 2021 will be as per your risk and financial goals and consult with your MFD.
Things to check before while investing in best mutual funds in 2021:
- Your financial goals
- Your risk profiles
- Your duration of investment
While selecting a best mutual fund in 2021 or anytime, you need to analyze the fund from various perspectives not only the best mutual funds perspective, for you are sharing a list of
|Investment Amount 10 Lakh||Period 19.09.2011 to 19.09.2021|
|Scheme||Start NAV||End NAV||Closing
|ICICI Pru Technology Fund (G)||14.9800||159.2800||10,632,843.79||963.28||26.65|
|SBI Small Cap Fund Reg (G)||10.5500||98.9853||9,382,492.89||838.25||25.08|
|Mirae Asset Emerging Bluechip Fund Reg (G)||10.9050||98.2580||9,010,362.22||801.04||24.57|
|Nippon India Small Cap Fund (G)||9.0994||81.2827||8,932,753.81||793.28||24.46|
|Aditya Birla SL Digital India Fund Reg (G)||16.4500||135.7700||8,253,495.44||725.35||23.48|
|Canara Robeco Emerging equities Reg (G)||21.6400||163.5400||7,557,301.29||655.73||22.40|
|DSP Small cap Fund Reg (G)||14.9030||104.4350||7,007,649.47||600.76||21.48|
|Principal Emerging Bluechip (G)||25.6800||179.0400||6,971,962.62||597.20||21.42|
|Axis Midcap Fund (G)||10.0300||69.7800||6,957,128.61||595.71||21.39|
|Franklin India Smaller Companies Fund (G)||13.1667||88.7387||6,739,631.04||573.96||21.01|
|Kotak Smallcap Fund (G)||23.7500||159.0300||6,696,000.00||569.60||20.93|
|Kotak Emerging Equity (G)||10.5950||70.9530||6,696,838.13||569.68||20.93|
|Franklin India Technology Fund (G)||54.0487||351.6214||6,505,640.28||550.56||20.59|
|Axis Long Term Equity Fund (G)||12.2706||76.3653||6,223,436.51||522.34||20.05|
|Franklin India Prima Fund (G)||256.4201||1,532.5211||5,976,602.85||497.66||19.56|
|Tata Mid Cap Growth Fund Reg (G)||40.8824||243.3009||5,951,238.19||495.12||19.51|
|HDFC Mid Cap Opportunities Fund (G)||15.4150||90.8330||5,892,507.30||489.25||19.40|
Best mutual funds scheme in 2021 as per their performance in last 10 years, this is not a recommendation it is just of example of best mutual funds scheme in 2021 that how mutual worked in last ten years.
And before investing in any mutual fund scheme please read this disclaimer too
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates.
The past performance of the mutual funds is not necessarily indicative of future performance of the schemes.
The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus.
Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.