With the prospect of investing in foreign investors and returning to power, the NDA-led government will have to step up the stock market. Between December 10, 2018 and April 9, the Nifty has moved up 11, 772 points from 10,488 to 11.77 percent. Funds investing in companies related to banks and financial services have been successful in this period. We are giving information about five equity fund schemes which have been ahead of other companies in this period.
HSBC Multicap Fund
AUM: 516 crores
Fund Manager: Neelotpal Sahay
Top 3 Holdings: HDFC Bank, ICICI Bank, Infosys
Returns: 13.14%
This is a multicap fund with 45-50 shares in the portfolio. This scheme includes large, mid and small cap shares. The scheme is overweight on banking and financial services. Yes Bank, HDFC Bank, ICICI Bank and India Financial have helped the fund to achieve good returns for the investors.
IIFL Focused Equity Fund
AUM: ₹ 164 crores
Fund Manager: Prashant Seth
Top 3 Holdings: HDFC, Merck, Infosys
Returns: 16.33%
Fund managers manage a portfolio of 28-30 shares. This fund does not hold any restrictions on sectors for investment. Earnings growth, businesses that generate cash-generating, more ROCE, ROE and attractive valuation companies are included in the portfolio. Investments in shares like HDFC Bank, SBI, Tech Mahindra have given it a good return.
Franklin India Focused Equity
AUM: 7,445 crores
Fund Manager: Anand Radhakrishnan and Rosashi Jain
Top 3 Holding: HDFC Bank, ICICI Bank, SBI
Returns: 13.84%
The portfolio of this fund consists of a maximum of 30 shares. Top 10 shares have a share of 61% in the portfolio. Its top four shares are from the banking sector. The fund has helped Axis, SBI and Ujjivan perform well.
SBI Focused Equity Fund
AUM: 3,580 crores
Fund Manager: R. Srinivasan
Top 3 Holding: HDFC Bank, P & G Hygiene, SBI
Returns: 13.11%
This fund has been running the same fund manager since its inception in 2009. Its portfolio consists of 25-30 shares such as Division Lab and Interglobe Aviation. Its top 10 holding portfolio has a 50-55% stake. Fund managers do not hesitate to invest more in higher-risk stocks. The fund has invested approximately 55% of the large cap and the rest in mid and small cap shares.
HDFC Equity Fund
AUM: 22,503 crores
Fund Manager: Prashant Jain
Top 3 Holdings: SBI, ICICI Bank and Infosys
Returns: 12.95%
This scheme focusing on large caps enters into companies that are the largest in their respective sectors. Its top 10 positions include SBI, ICICI Bank, Reliance and HDFC Bank. Fund managers are bullish on corporate banks, utilities and stay away from consumer companies. Corporate banks have a big role in the good returns of funds.
For more information Top 10 Stock Advisory Company Indore
HSBC Multicap Fund
AUM: 516 crores
Fund Manager: Neelotpal Sahay
Top 3 Holdings: HDFC Bank, ICICI Bank, Infosys
Returns: 13.14%
This is a multicap fund with 45-50 shares in the portfolio. This scheme includes large, mid and small cap shares. The scheme is overweight on banking and financial services. Yes Bank, HDFC Bank, ICICI Bank and India Financial have helped the fund to achieve good returns for the investors.
IIFL Focused Equity Fund
AUM: ₹ 164 crores
Fund Manager: Prashant Seth
Top 3 Holdings: HDFC, Merck, Infosys
Returns: 16.33%
Fund managers manage a portfolio of 28-30 shares. This fund does not hold any restrictions on sectors for investment. Earnings growth, businesses that generate cash-generating, more ROCE, ROE and attractive valuation companies are included in the portfolio. Investments in shares like HDFC Bank, SBI, Tech Mahindra have given it a good return.
Franklin India Focused Equity
AUM: 7,445 crores
Fund Manager: Anand Radhakrishnan and Rosashi Jain
Top 3 Holding: HDFC Bank, ICICI Bank, SBI
Returns: 13.84%
The portfolio of this fund consists of a maximum of 30 shares. Top 10 shares have a share of 61% in the portfolio. Its top four shares are from the banking sector. The fund has helped Axis, SBI and Ujjivan perform well.
SBI Focused Equity Fund
AUM: 3,580 crores
Fund Manager: R. Srinivasan
Top 3 Holding: HDFC Bank, P & G Hygiene, SBI
Returns: 13.11%
This fund has been running the same fund manager since its inception in 2009. Its portfolio consists of 25-30 shares such as Division Lab and Interglobe Aviation. Its top 10 holding portfolio has a 50-55% stake. Fund managers do not hesitate to invest more in higher-risk stocks. The fund has invested approximately 55% of the large cap and the rest in mid and small cap shares.
HDFC Equity Fund
AUM: 22,503 crores
Fund Manager: Prashant Jain
Top 3 Holdings: SBI, ICICI Bank and Infosys
Returns: 12.95%
This scheme focusing on large caps enters into companies that are the largest in their respective sectors. Its top 10 positions include SBI, ICICI Bank, Reliance and HDFC Bank. Fund managers are bullish on corporate banks, utilities and stay away from consumer companies. Corporate banks have a big role in the good returns of funds.
For more information Top 10 Stock Advisory Company Indore
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