Top Recommended Mutual Funds For October 2018

  • L&T Emerging business Fund:
  • L&T India value fund:
  • Invesco India Growth Fund - (G):
  • Invesco India Contra Fund - (G):
  • Principal Dividend Yield Fund - (G):
  • About L&T Emerging Business Fund:  

    L&T emerging business fund is an open ended equity scheme which focuses on spotting investment opportunities predominantly in the small cap stock denned as scrip’s beyond top 200 by market capitalization. The Fund aims to own small sized businesses with strong long term growth potential, available at reasonable valuations. It’s all about potting potential early and paving the way for tremendous growth potential for investors.

  • Key benefits:
    • Aim to deliver high return
    • Strong risk management framework
    • An experienced investment team
    • Style diversifier
    • Favorably Macro Economics environment
  • Why Invest in L&T Emerging Businesses Fund:
    Think of the small software company that becomes a big name to reckon with globally. What if you had the chance to invest in it when it was a fledgling? What if you stayed invested as it grew in to the mid cap and eventually a large cap? This is a simple illustration of how an emerging business built around a scalable opportunity with strong leadership, good governance and balance sheet strength has the potential to reward its investors.  
  • Fund Manager:
    Soumendra Nath Lahiri and Karan Desai(for investment in foreign securities)
  • AUM :
    3257.18 ( Mar 31, 2018 )
  • Return:  (NAV as on Sep 07, 2018)
    Period Returns(%)
    1 Month 0.8
    3 Month 1.5
    6 Month 0.1
    1 Year 8.0
    2 Year 22.8
    3 Year 24.8
    5 Year - -
  • Exit Load

    Before 1 year: 1%, after 1 year: nil.

  • Riskometer

    High

  • Inception Date:

    May 06, 2014

  • About L&T India Value Fund: 

     L&T india value fund that follows value based
    investment strategy to spot businesses that have potential to deliver
    outperformance over medium to long term with focus on valuations.

  • Key benefits:
    • Value based Investment style
    • Focus on safety
    • Flexible investment approach
    • Robust risk management framework
  • Why Invest in L&T India Value Fund: 
    • Time & Tested investment philosophy
    • Diversified equity fund
    • Consistent in creating wealth
    • Managing market volatility
  • Fund Manager:

    Venugopal Manghat & Karan Desai(For investment in foreign securities)

  • AUM :

    6510.58 ( Mar 31, 2018 )..

  • Return:  (NAV AS ON SEP 07, 2018)
    Period Returns(%)
    1 Month 1.6
    3 Month 3.5
    6 Month 3.9
    1 Year 4.3
    2 Years 14.6
    3 Years 17.5
    5 Years 27.3
  • Exit Load

    Before 1 year: 1%, after 1 year: nil.

  • Riskometer

    MODERATELY HIGH

  • Inception Date:

    Dec 15, 2009

  • About  Invesco India Growth Fund - (G): 

    Invesco india growth opportunity fund that
    follows value based investment strategy to spot businesses that have potential to
    deliver outperformance over medium to long term with focus on valuations.

  • Key benefits:
    • Value based Investment style
    • Focus on safety
    • Flexible investment approach
    • Robust risk management framework
  • Why Invest in  Invesco India Growth Fund - (G):
    • Time & Tested investment philosophy
    • Diversified equity fund
    • Consistent in creating wealth
    • Managing market volatility
  • Fund Manager:

    Taher Badshah / Amit Ganatra  

  • AUM :

    279.44 ( Mar 31, 2018 ) 

  • RETURNS : (NAV as on Sep 07, 2018)
    Period Returns(%)
    1 Month 2.1
    3 Months 6.3
    6 Months 11.1
    1 Year 15.7
    2 Years 16.8
    3 Years 17.2
    5 Years 21.3
  • Exit Load

    Before 1 year: 1%, after 1 year: nil. 

  • Riskometer

    MODERATELY HIGH

  • Inception Date:

    Aug 09, 2007       

  • About  Invesco India Contra Fund - (G): 

    Invesco India Contra Fund fund that follows value based investment strategy to spot businesses that have potential to deliver outperformance over medium to long term with focus on valuations.

  • Key benefits:
    • Value based Investment style
    • Focus on safety
    • Flexible investment approach
    • Robust risk management framework
  • Why Invest in  India Contra Fund - (G): 
    • Time & Tested investment philosophy
    • Diversified equity fund
    • Consistent in creating wealth
    • Managing market volatility
  • Fund Manager:

    Taher Badshah / Amit Ganatra  

  • AUM :

    975.32 ( Mar 31, 2018 )

  • RETURNS (NAV as on Sep 07, 2018)
    Period Returns(%)
    1 Month 1.7
    3 Months 5.6
    6 Months 10.8
    1 Year 19.9
    2 Years 18.9
    3 Years 20.3
    5 Years 27.9
  • Exit Load

    Before 1 year: 1%, after 1 year: nil. 

  • Riskometer

    HIGH

  • Inception Date:

    Apr 11, 2007       

  • About  Principal Dividend Yield Fund - (G): 

    Principal Dividend Yield Fund that follows value based investment strategy to spot businesses that have potential to deliver outperformance over medium to long term with focus on valuations.

  • Key benefits: 
    • Value based Investment style
    • Focus on safety
    • Flexible investment approach
    • Robust risk management framework
  • Why Invest in Principal Dividend Yield Fund - (G): 
    • Time & Tested investment philosophy
    • Diversified equity fund
    • Consistent in creating wealth
    • Managing market volatility
  • Fund Manager:

    Dhimant Shah   

  • AUM :

    131.96 ( Mar 31, 2018 )

  • RETURNS (NAV as on Sep 07, 2018)
    Period Returns(%)
    1 Month 3.2
    3 Months 6.5
    6 Months 10.6
    1 Year 14.9
    2 Years 18.1
    3 Years 19.7
    5 Years 21.1
  • Exit Load

    Before 1 year: 1%, after 1 year: nil. 

  • Riskometer

    MODERATELY HIGH

  • Inception Date:

    Sep 27, 2004       

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