Usually these star ratings reflect the short term (1 or 2 year’s) performance of the funds. Like last time, in this review too I have not considered the STAR ratings of funds provided by ranking agencies.The fund returns Vs fund category returns have been given due importance.Morningstar portal’s ‘ mutual fund screener’ has been used to filter funds based on fund performance & risk (risk adjusted), standard deviation, fund portfolio & expense ratio.This year besides moneycontrol, valueresearchonline and Morningstar portals, I have also used few ‘mutual funds calculators’ available at portal.I have considered Expense ratioas one of the criteria.
Best performing mutual funds feb 2016 how to#
( Read: ‘ How to compare & select the right and best Mutual Fund Scheme based on the Risk Ratios?‘) Due importance have been given to Standard Deviation, Alpha, Beta, Sharpe Ratio and overall Risk grades of the funds. Equity Funds which have low risk grade have been given comparatively higher rank.I have considered only those funds which are at least 6 years old. Funds with a good track record for the last 5 to 10 years have been preferred.I have considered the past returnsgenerated by these funds for the last 1 year, 5 year, 10 year period and since inception.I have tried my best to analyze and identify top three best equity mutual fund schemes across five different Fund categories – Large Cap, Multi-cap, Small & Mid cap, Balanced and ELSS tax saving categories.īelow parameters have been considered for short-listing the 15 top performing Equity mutual funds that can be considered in 2016 and beyond. Methodology to select Top Performing Equity MF Schemes to invest in 2016: Let me now present you the latest & updated list of the best mutual funds for SIPs (or) lump sum investments in 2016 and beyond. ICICI Pru Focused Blue-chip Equity Fund.Below is the top 15 mutual funds (category wise)list as per my old article. I had published on article on ‘ Best Equity mutual Fund schemes 2015’ almost 12 months back. In fact, you can create the entire investment plan with mutual funds alone. Equity mutual funds are one of the best wealth creation tools for your long-term financial goals like retirement planning, kid’s education goal, kid’s marriage expenses etc., For medium term financial goals, you can rely on balanced or hybrid mutual funds.
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