Mutual fund portfolio for conservative investors: 5 best mutual fund schemes

May 12, 2018, 16:13 PM IST
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Mutual fund portfolio for conservative investors: Are you willing to invest in mutual funds but volatility in equity market stops you from taking a plunge? Well, to take your fears away, we have compiled five best mutual funds to invest in 2018, as suggested by Rishabh Parakh, Chartered accountant and Chief Gardener of Money Plant Consultancy that will suit to conservative investors. The time period for the following portfolio is 4-5 years, keeping SIPs amount at Rs 20,000.  

1/5

SBI Blue Chip Mutual Fund Scheme has returned 18.74 per cent in the last five years. Crisil has ranked it at third spot in Largecap category. Invest 20 per cent of Rs 20,000 in this fund.   

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2/5

Mirae Asset India Equity Fund has returned 21 per cent in the last 5 years. Crisil ranks this at second spot in Diversified Equity category. Invest 20 per cent of Rs 20,000 per month in Mirae Asset India Equity Fund.

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3/5

Kotak Select Focus Fund has made investors richer by 21.69 per cent in the last five years. Crisil ranked this at first spot in Largecap category. Invest 10 per cent of Rs 20,000 per month in this fund.

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4/5

HDFC Balanced Fund earned 19.42 per cent in the last five years. Crisil ranked the fund at first spot in Balanced category. Invest 25 per cent of Rs 20,000 per month in this fund.

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5/5

L&T India Prudence Fund earned 19.26 per cent in the last five years. Crisil doesn't rank this fund. 25 per cent of Rs 20,000 monthly SIP should go into this fund. 

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