Top 10 Investment Funds

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About Investment Funds
These funds related to the financial investments are, mainly, kinds of investment vehicles, which are created for asset collection from different investors and channeling them into a financial portfolio like bonds, stocks or other securities. These funds provide a chance to the small investors to have a basket of diversified and professionally managed financial instruments at an affordable price. The different types of investment funds available in the financial market are as follows:

  • Fund of Funds
  • Hedge Funds
  • Index Funds
  • Mutual Funds
Top 10 Investment Funds in India
Among the various types of investment funds opted by the investors in India, following are some of the top most investment funds in the country, where investing in the year 2012 can be a good option:

Birla Sun Life Frontline Equity A. Gr.:

This equity investment fund in India has got a fund size of INR. 2, 719 crores. Apart from that, this fund has got this specific percentage of return:

  • Expense Ratio: 1.99 %
  • Sharpe Ratio: 0.68 %
  • 5 Years: 22.7 %
  • 3 Years: 5.2 %
  • 1 Year: 16.2 %

Birla Sun Life Dividend Yield Plus:

This investment fund has been awarded with the rank of platinum in India. This has turned to a huge success since it necessitates the financial investment in companies, which give good dividend returns. Such companies mostly have strong visibility of earning, well maintained balance sheets as well as healthy inflow of cash. This fund has got a total fund size of INR. 6, 84 crores. Apart from that, the different return percentages allowed by this investment fund are as follows:

  • Expense Ratio: 2.33 %
  • Sharpe Ratio: 0.56 %
  • 5 Years: 18.3 %
  • 3 Years: 12.4 %
  • 1 Year: 24.7 %

D. S. P. Black Rock Top 100 Equity:

This scheme of 100 % large-cap portfolio is featured with defensive approach as well as "buy and hold" strategy. Besides the fund size of INR. 2, 811 crores in total, this investment fund has got the below mentioned percentage of return:

  • Expense Ratio: 1.87 %
  • Sharpe Ratio: 0.69 %
  • 5 Years: 22.3 %
  • 3 Years: 4.5 %
  • 1 Year: 13.7 %

Franklin India Bluechip:

This is among the oldest schemes of mutual funds that attract several young investors. Apart from delivering decent gains, this top performing investment fund in India is featured with an approach of conservative investment as well as an orientation of large-cap portfolio.

H. D. F. C. Equity:

This equity fund is considered to be the best investment fund among the different other funds belonging to the multi-cap category. By the end of the last financial year on 31st March, 2011, this fund had an annual return of 19.55 % during the period of the past 3 years.

H. D. F. C. Growth Gr.:

This investment fund of Housing Development Finance Corporation (H. D. F. C.) operates with a total size of fund, which amounts to about INR. 1, 361 crores. The other return percentages are given below:

  • Expense Ratio: 1.99 %
  • Sharpe Ratio: 0.67 %
  • 5 Years: 22.3 %
  • 3 Years: 5.0 %
  • 1 Year: 23.5 %

H. D. F. C. Top 200:

Being one of the biggest equity schemes in the nation, this scheme has shown consistent performance irrespective of the market conditions. Though it faces a lot of criticism during 2007, but it overcame all of them. This all rounder investment fund of today has got a fund size of INR. 9, 425 crores with the following return percentage:

  • Expense Ratio: 1.81 %
  • Sharpe Ratio: 0.70 %
  • 5 Years: 23.0 %
  • 3 Years: 9.9 %
  • 1 Year: 21.9 %

I. C. I. C. I. Prudential Discovery:

This I. C. I. C. I. (Industrial Credit and Investment Corporation of India) Bank fund, when considered in the mid-cap or small-cap category, is one of the best investment funds in the country. In the last 3 years period, this fund managed more than 20 % annual gain on a regular basis.

I. C. I. C. I. Prudential Dynamic:

This scheme is flexible with the unpredictability of the markets. Based on that, this fund of the I. C. I. C. I. Bank, moves its capital between equity and cash. When the financial market becomes extremely volatile, this prudential fund is known for taking cash call of around 35 % of portfolio.

U. T. I. Dividend Yield Gr.:

This golden ranking investment fund of the Unit Trust of India or U. T. I. protects one from the risk of volatile market by giving huge gains. Famous for doubling the investment of an investor, the full fund size of the fund stands at INR. 2, 859 crores. With risk free operation for the last 5 years, this investment fund provides the percentage returns that are provided below:
  • Expense Ratio: 1.95 %
  • Sharpe Ratio: 0.67 %
  • 5 Years: 21.5 %
  • 3 Years: 9.4 %
  • 1 Year: 23.0 %
(Last Updated on 1/30/2012)

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