Wednesday, October 14, 2009

Best Mutual Funds in Samvat 2065 from Diwali of 2008 to Diwali of 2009


Here is the list of Best performing mutual funds from last Diwali to this Diwali in various categories.

ELSS category
  1. Can Robeco Equity Tax saver - 77%
  2. Taurus Tax Shield                   - 71%
  3. Sahara Tax Gain                     - 70%
  4. Birla SL Tax Relief 96             - 67%
  5. DBS chola Tax saver Fund     - 65%
All the above funds gave returns of over 65%+ much above the indices performance where, Nifty gave a return of around 44% while Sensex return was above 50%.

Diversified Equity Mutual Fund
  1. ICICI Pru Discovery Fund       - 96%
  2. Sundaram Smile Fund              - 85%
  3. IDFC Small and Midcap Fund - 84%
  4. Birla sun life Midcap Fund        - 83%
  5. Taurus Infrastructure Fund       -  81%


Balance Funds Equity Oriented
  1. Birla Sun Life 95 Fund           - 69%
  2. Reliance RSF Balanced         - 66%
  3. HDFC Prudence Fund          - 60%
  4. Tata Balanced Fund              - 55%
  5. Can Robeco Balanced Fund - 50%
This is 1 year performance of Mutual funds as on 14 Oct 2009, It can be used as just a reference for your investment decision for final investment decision your should consult your Financial Advisor. Its interesting to note that in the same period SILVER gave a return of 73% whereas GOLD gave a return of 34% in Samvat 2065. Even precious metals should also be part of your portfolio.

Note: Source of data is moneycontrol and economictimes

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