Which type of fund is best?

Which type of fund is best?

Mutual fund 5 Yr. Returns 3 Yr. Returns
————————————————————- ————- ————-
ICICI Prudential Technology Fund – Direct Plan – Growth 33.06% 38.92%
Aditya Birla Sun Life Digital India Fund – Growth-Direct Plan 32.02% 38.72%
ICICI Prudential Technology Fund 31.91% 37.72%
TATA Digital India Fund DIRECT Plan Growth 33.85% 37.39%

How do I choose an equity fund?

– Investment horizon: Your investment horizon determines whether you should go for an equity fund or a debt fund.
– Risk appetite: While debt funds are generally safe, the risk level of equity funds varies.
– Fund performance:
– Expense ratio:
– Age:
– Tax-planning:

What are the types of equity fund?

– Large cap:Top 100 stocks by market capitalization are large cap stocks.
– Midcap: 101st to 250th stocks by market capitalization are midcap stocks.
– Small Cap: 251st and smaller stocks by market capitalization are small cap stocks.

Which is best equity or mutual fund?

In this sense, mutual funds are seen as a ‘safer’ bet in comparison to equity stocks, due to their low risk quotient. Returns – While mutual funds offer investors very decent returns over a period of time, equity stocks have the potential to bring the investor extremely high returns over a much shorter period of time.

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What are the three classes of equity investments?

Historically, the three main asset classes have been equities (stocks), fixed income (bonds), and cash equivalent or money market instruments. Currently, most investment professionals include real estate, commodities, futures, other financial derivatives, and even cryptocurrencies in the asset class mix.

What are different types of equity funds?

– Mid-Cap Equity Mutual Funds. These schemes invest in companies that rank between 101 and 250 in terms of market capitalisation.
– Small-Cap Equity Mutual Funds.
– Large- and Mid-Cap Equity Mutual Funds.
– Multi-Cap Equity Mutual Funds.

What are the 3 major asset classes?

– Equities.
– Bonds (also referred to as fixed income)
– Cash.

What are the 3 types of mutual funds?

– Equity or growth schemes. These are one of the most popular mutual fund schemes.
– Money market funds or liquid funds:
– Fixed income or debt mutual funds:
– Balanced funds:
– Hybrid / Monthly Income Plans (MIP):
– Gilt funds:

What is an equity fund in simple terms?

Equity funds are those mutual funds that primarily invest in stocks. You invest your money in the fund via SIP or lumpsum which then invests it in various equity stocks on your behalf. The consequent gains or losses accrued in the portfolio affect your fund’s Net Asset Value (NAV).

What are examples of equity investments?

Equity investment is buying shares directly from companies or other individual investors with the expectation of earning dividends or reselling the same when it is profitable. Examples of equity investment include equity mutual funds, shares, private equity investments, retained earnings, and preferred shares.

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What is an equity fund vs mutual fund?

Equity Funds Mutual Funds
——————————————– ———————————————————————-
Primarily invest in stocks May invest in stocks, bonds, or debt securities
Seek capital appreciation Objectives vary, and may seek to produce income
Underlying securities perform well over time Underlying securities vary, but bonds perform worse over the long term

What is a fund category?

A fund category is a way of differentiating mutual funds according to their investment objectives and principal investment features. This categorization allows investors to spread their money around in a mix of funds with a variety of risk and return characteristics.

What are the three classes of equity funds?

However, there are three main types of mutual fund classes: A, B, and C. 2 They are also known as A-shares, B-shares, and C-shares. Each of these classes has various benefits and drawbacks.However, there are three main types of mutual fund classes: A, B, and C. 2 They are also known as A-shares, B-sharesB-sharesGoogle’s B-shares are owned by insiders and don’t trade on the public markets. These B-shares are still owned by Brin, Page, Schmidt, and a few other directors. Shareholders of B-shares receive 10 votes.https://www.investopedia.com › articles › markets › goog-or-gGOOG or GOOGL: Which Stock to Buy? – Investopedia, and C-shares. Each of these classes has various benefits and drawbacks.