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Best Mutual Funds to invest in 2016

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Best Mutual Funds to invest in 2016. Find list of top mutual funds to invest in 2016, Best Mutual Funds 2016 Based on the past market analysis, we have hereby compiled a list of mutual funds which have provided great returns. You can consider the same if you are planning to invest in them. However, we sincerely request you to read the offer document carefully before investing. In this article you can find complete details for best Mutual fund plans to Invest in 2016-17 like – Details for MIP (Monthly Income Plans), DMF (Debt Mutual Funds), Small & Midcap Funds, Large Cap Mutual Funds etc, Now you can scroll down below and check more details…

Best Mutual Funds to invest in 2016

MIP (Monthly Income Plans) :

If you are an investor who requires stable monthly income, then here is the cake for you! Below is the list of a few MIP’s for your consideration:

MIP RETURNS (%)
Period 6 months 1 year 3 years
Birla SL MIP II-Wealth 25 (G) 15.2 % 23.4 % 13.5 %
UTI MIS – Advantage Plan (G) 12 % 19.7 % 12 %

Must Read – How to choose a right mutual fund scheme

DMF (Debt Mutual Funds) :

If you are a risk avoider & there is no urgency of receipt of income, then this would be the right investment for you. Debt Mutual Funds are again a very safe investment which will provide you timely & fixed returns.

Following are a few Debt Mutual Funds which definitely deserve a thought:

Debt Mutual Fund RETURNS (%)
Period 6 months 1 Year 3 Year
HDFC High Interest – Dynamic 7.6 % 11.4 % 10 %
UTI Dynamic Bond Fund (G) 6.7 % 11.9 % 10.6 %
Reliance Dynamic Bond (G) 6.6 % 10.3 % 10.3 %

Must Read – Mutual Funds: Risk and return

Small & Midcap Funds:

If you are a risk seeker, then the following is for you. These types of funds invest in small and mid cap companies. The Risk Return Ratio is comparatively high in such companies as compared to the above mentioned types.

Following are a few good return giving small & mid cap mutual funds:

Small & Mid Cap Fund RETURNS (%)
Period 6 months 1 year 3 years
Franklin (I) Smaller Cos (G) 47.9 % 90.4 % 36.5 %
Reliance Small Cap Fund (G) 62.2 % 119.5 % 35.2 %
Can Robeco Emerg-Equities (G) 56.5 % 98.3 % 32.3 %

As we can see from the above that the return on investment is quite high as compared to the other mutual funds but this huge return is coupled with huge risk also. So you need to be very careful while investing in such funds.

Must Read – Mutual funds – Pros and Cons

Large Cap Mutual Funds:

Again this is for a risk bearer person! These funds invest a large sum of money in companies with large capitalization rate. These funds generally provide stable and consistent returns over a long run of time. However, again these are subject to market risks. Following is a list of worth considering Large Cap Mutual Funds:

Large Cap Mutual Fund RETURNS (%)
Period 6 months 1 year 3 years
Birla Sun Life Top 100 (G) 29.5 % 44.2 % 22.5 %
UTI Equity Fund (G) 31.9 % 44.6 % 21.3 %
SBI Blue Chip Fund (G) 31.3 % 44.3 % 23.4 %

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About CA Ridhi Dhoot

The writer is a Chartered Accountant & a Licentiate Company Secretary. You can reach out to her at [email protected]

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