A Fan of Virat Kohli? Check These Mutual Funds Which Gave a Similar Performance
Virat Kohli, a name which a person has to know if he is a follower of cricket. Since the time he led the Indian team to a great win in the U-19 world cup as a captain, he made a special place in the heart of every Indian cricket fan. Now, people often think that his capability to score great runs in the match is what makes him the favorite of every cricket lover, but that is not the case. His ability to show a great consistency even in the harshest conditions is what makes him the ace of Indian cricket team and the heart-throb of every Indian cricket fan.
So, if you are also of a fan of such thrill and consistency, then today we have selected some schemes from the top equity categories which you can trust as much as you trust the man with his bat in the field.
Table of Content
L&T Emerging Businesses Fund (G)
Just like Virat Kohli, L&T Emerging Businesses Fund too started showing a great performance shortly after its debut. Within a very short time, it has gained a huge fan base and the same can be checked from its huge asset size. Let’s have a look at its basic details before we see how good it has performed.
| Basic Information | |
|---|---|
| Category | Equity : Small Cap |
| Benchmark | S&P BSE Small Cap TRI |
| Launch Date | 12-May-14 |
| Asset Size | Rs. 5,163 (As on Oct 31, 2018) |
| Fund Manager | Mr. Soumendra Nath Lahiri |
| Expense Ratio | 2.30% (As on Oct 31, 2018) |
| Minimum Lumpsum | Rs. 5000 |
| Minimum SIP | Rs. 500 |
| Return Since Inception | 21.63% |
| Exit Load | 1% for redemption before 365 days |
| Return Analysis | ||||||
|---|---|---|---|---|---|---|
| Description | 1 Year | 3 Years | ||||
| L&T Emerging Businesses Fund | -10.68% | 17.01% | ||||
| Benchmark | -23.56% | 6.36% | ||||
| Category | -15.35% | 9.70% | ||||
| As on Nov 22, 2018 | ||||||
Now, looking at the above-returns table, you can see that in the past 3 years, the scheme has provided an annual average return of 17.01%, which is greatly better than that provided by the benchmark and the category. Not only this, in the past 1 year, when the market has been showing a great lot of ups and downs, L&T Emerging Businesses Fund has managed to cap losses better than other players of the category.
Invesco India Midcap Fund (G)
We have seen several instances when Virat Kohli has shown a great performance even when the conditions are not favorable and the whole team is unable to perform. The same can be said about Invesco India Midcap Fund. Let’s see how, but before that have a look at some of the basic details.
| Basic Information | |
|---|---|
| Category | Equity : Mid Cap |
| Benchmark | NIFTY Midcap 100 TRI |
| Launch Date | 19-Apr-07 |
| Asset Size | Rs. 227 crore(As on Oct 31, 2018) |
| Fund Managers | Mr. Neelesh Dhamnaskar, Mr. Pranav Gokhale |
| Expense Ratio | 2.30%(As on Oct 31, 2018) |
| Minimum Lumpsum | Rs. 5000 |
| Minimum SIP | Rs. 500 |
| Return Since Inception | 14.16% |
| Exit Load | 1% for redemption before 365 days |
| Return Analysis | ||||||
|---|---|---|---|---|---|---|
| Description | 1 Year | 3 Years | 5 Years | 10 Years | ||
| Invesco India Midcap Fund | -3.87% | 10.98% | 22.51% | 24.64% | ||
| Benchmark | -11.66% | 11.09% | 19.78% | 19.57% | ||
| Category | -10.70% | 8.85% | 21.60% | 21.85% | ||
| As on Nov 22, 2018 | ||||||
From the above table, it can be seen that in the past 1 year, when the benchmark and category have shown a return of -11.66%, and -10.70%, respectively, Invesco Midcap Fund has shown a negativity of just -3.87%. This is a spectacular performance, looking at the heavy correction that mid-cap space has gone through. In the long run, too it has managed to show the same kind of consistency as Virat Kohli has done.
Motilal Oswal Multicap 35 Fund (G)
Over the years, Virat Kohli has shown that he is an all-seasons player by smashing runs throughout the year, irrespective of the weather of the place or condition of the pitch. Motilal Oswal Multicap 35 Fund has also shown the same performance by following the strategy of selecting a few but the best stocks across the market. Let’s have a look at some basic details of the scheme before we discuss it further.
| Basic Information | |
|---|---|
| Category | Equity : Multi Cap |
| Benchmark | NIFTY 500 TRI |
| Launch Date | 28-Apr-14 |
| Asset Size | Rs. 12,236 crore(As on Oct 31, 2018) |
| Fund Managers | Mr. Gautam Sinha Roy, Mr. Snigdha Sharma |
| Expense Ratio | 2.04%(As on Oct 31, 2018) |
| Minimum Lumpsum | Rs. 500 |
| Minimum SIP | Rs. 500 |
| Return Since Inception | 21.31% |
| Exit Load | 1% for redemption before 15 days |
| Return Analysis | ||||||
|---|---|---|---|---|---|---|
| Description | 1 Year | 3 Years | ||||
| Motilal Oswal Multicap Fund | -7.91% | 11.32% | ||||
| Benchmark | -2.24% | 11.66% | ||||
| Category | -5.47% | 9.61% | ||||
| As on Nov 22, 2018 | ||||||
Looking at the above returns, you must be thinking that the returns are not that, then how can it be on the list. But, don’t get confused, as the scheme is not that old and this was the first time it faced such a bad market cycle. Now, what makes Motilal Oswal Multicap Fund a perfect contender of this list, is the recovery it has shown after the downfall. In the past 1 month, it has provided a return of 6.60%, securing the 2nd rank in its respective category, showing that how quick it can retain its form, just like the man on the field.
Mirae Asset Emerging Bluechip Fund (G)
Now, Mirae Asset Emerging Bluechip Fund is a scheme that is a perfect doppelganger of Virat Kohli. Every feature of this scheme from performance to consistency, to the determination to always stay at the top, closely resembles the cricketing prodigy. Have a look at some basic details of the scheme, before we discuss it further.
| Basic Information | |
|---|---|
| Category | Equity : Large & Midcap |
| Benchmark | NIFTY Large Midcap 250 TRI |
| Launch Date | 9-Jul-10 |
| Asset Size | Rs. 5,780 crore(As on Oct 31, 2018) |
| Fund Manager | Mr. Neelesh Surana |
| Expense Ratio | 2.07%(As on Oct 31, 2018) |
| Minimum Lumpsum | Rs. 5000 |
| Minimum SIP | Rs. 1000 |
| Return Since Inception | 20.73% |
| Exit Load | 1% for redemption before 365 days |
| Return Analysis | ||||||
|---|---|---|---|---|---|---|
| Description | 1 Year | 3 Years | 5 Years | 7 Years | ||
| Mirae Asset Emerging Bluechip Fund | -4.62% | 16.01% | 28.22% | 25.07% | ||
| Benchmark | -4.09% | 12.56% | 18.29% | 16.53% | ||
| Category | -7.18% | 10.17% | 17.66% | 16.10% | ||
| As on Nov 22, 2018 | ||||||
This fund is not only par with the other schemes of its category but from a lot of schemes of the MF industry. It invests in large and midcap space in such a way that during the market upside the full benefit of the equity market can be taken and during the market downside, the losses can be reduced. In addition to this, it follows an investment style which is a mix of growth and value investing, using which it has managed to beat the benchmark and the category returns at every single instance, providing an annual average return of more than 20% since inception.
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The Final Take
From the above mutual fund schemes, you can pick one or more as per your requirements. One important thing you should always remember is that like Virat Kohli, these schemes too can show an underperformance in some matches. So, it is suggested that you maintain your trust at such times, as the comeback will be an outstanding one.Note: Have any doubt regarding mutual fund schemes - regular plans? Submit them in the form provided below.
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Best Funds
| Top funds | 1M Return | 6M Return | 1Y Return | 3Y Return | 5Y Return |
|
|
|---|---|---|---|---|---|---|---|
| Invesco India Midcap Fund - Growth Option | 3.18% | 27.65% | 55.23% | 26.45% | 29.62% | Invest | |
| Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | 1.35% | 18.56% | 39.12% | 18.19% | 24.5% | Invest | |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | 3.28% | 27.54% | 59.68% | 18.9% | 18.74% | Invest |