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INVESTGURU GUIDE
Best Mutual Funds for Young Investors
Young investors today are starting their career with attractive income, whether they are in job or business. They have aspirations and are constantly looking for ways to enhance their quality of life, both in present and in future. A positive trend is seen across the country where youngsters are searching for suitable investments options and investing their money in a planned and structured manner.

Looking at this need, we have created a separate section for young investors. You may also plan your investments in an structured manner for different kinds of financial needs from the list of investments below.

As good investments are important to meet your financial goals, equally important is to have association with an experienced and knowledgeable advisor. An advisory company like Investguru shall not only help you to begin your investments and provide tools to manage them but also guide you throughout your investment journey in times of need like change in govt. rules and taxation, change in fund management philosophy or its team, change in market valuations etc.

To invest in mutual funds, please feel free to talk to us on +919910423232 or write to us at info@investguru.in mentioning your investment needs.

Important Note : The minimum investment required in a fund is Rs.1000/- per month only.
Mutual Funds for Wealth Creation over Long Term
(Suitable for a period of 5 years and more for high growth with medium/high risk)

Growth oriented funds are volatile in nature with risk of losing capital. Their performance largely depends upon performance of the stock market. These funds are expected to deliver high returns over a period of more than five years. Investors looking for growth of their savings to meet their long-term financial goals should invest in these funds.


      Product Name CATEGORY 1 Yr (%) 3 Yr (%) 5 Yr (%) FUND VALUE OF RS 10,000 INVESTED PER MONTH
(5 Years)
CALC
SBI MAGNUM MULTI CAP FUND - GROWTH Equity 21.44 17.25 21.45 1005941 /-
Calculate..
FRANKLIN INDIA HIGH GROWTH COMPANIES FUND - GROWTH Equity 15.40 13.77 24.00 1067943 /-
Calculate..
MIRAE ASSET EMERGING BLUECHIP FUND - GROWTH Equity 31.34 24.15 31.89 1281672 /-
Calculate..
CANARA ROBECO EMERGING EQUITIES - GROWTH Equity 30.06 21.82 30.05 1228726 /-
Calculate..
ADITYA BIRLA SUN LIFE SMALL & MIDCAP FUND - GROWTH Equity 27.13 22.70 26.83 1140673 /-
Calculate..
* Compounded Annualized Returns


Mutual Funds for Wealth Creation over Medium Term
(Suitable for a period of 3 years and more for high growth with low/medium risk)

The funds listed below invest their money both in Equity and Debt. They are expected to deliver superior returns over a period of more than three years. Investors looking for growth of their savings to meet their medium-term financial goals with low volatility should invest in these funds.


      Product Name CATEGORY 1 Yr (%) 3 Yr (%) 5 Yr (%) FUND VALUE OF RS 10,000 INVESTED PER MONTH
(5 Years)
CALC
FRANKLIN INDIA PRIMA PLUS - GROWTH Equity 15.21 13.88 19.95 971003 /-
Calculate..
DSP BLACKROCK BALANCED FUND - GROWTH Equity 14.93 14.29 16.51 894950 /-
Calculate..
ADITYA BIRLA SUN LIFE BALANCED 95 - GROWTH Equity 16.32 14.34 18.42 936505 /-
Calculate..
KOTAK SELECT FOCUS FUND - REGULAR - GROWTH Equity 22.43 17.12 22.17 1023117 /-
Calculate..
L&T INDIA PRUDENCE FUND - REGULAR - GROWTH Equity 19.33 14.77 19.58 962564 /-
Calculate..
HDFC BALANCED FUND - GROWTH Equity 18.29 13.43 19.13 952372 /-
Calculate..
* Compounded Annualized Returns


Mutual Funds for Savings/Emergency Needs over Short Term
(Suitable for a period of few months to few years for safe, regular returns)

Investors who keep their money in savings account, recurring deposit or fixed deposits should invest in these funds to earn higher returns, safety, flexibility of additional investment and anytime withdrawal.


      Product Name CATEGORY 1 Yr (%) 3 Yr (%) 5 Yr (%) FUND VALUE OF RS 10,000 INVESTED PER MONTH
(5 Years)
CALC
ADITYA BIRLA SUN LIFE CASH MANAGER - REGULAR - GROWTH Debt 7.27 8.09 8.37 736018 /-
Calculate..
KOTAK LOW DURATION FUND - STANDARD - GROWTH Debt 8.00 9.06 8.59 739947 /-
Calculate..
ICICI PRUDENTIAL SAVINGS FUND - GROWTH Debt 8.00 8.44 8.72 742271 /-
Calculate..
UTI FLOATING RATE FUND - STP - GROWTH Debt 7.53 8.36 8.71 742107 /-
Calculate..
* Compounded Annualized Returns


Mutual Funds for Tax Savings under section 80C
(ELSS Funds with 3 year lock-in period, high growth with high/medium risk)

Young investors who need to save tax should consider below listed ELSS funds for tax savings under Section 80C and for growth of their money. These funds offer flexibility to invest money on monthly or lumpsum basis.


      Product Name CATEGORY 1 Yr (%) 3 Yr (%) 5 Yr (%) FUND VALUE OF RS 10,000 INVESTED PER MONTH
(5 Years)
CALC
MIRAE ASSET TAX SAVER FUND - REGULAR - GROWTH Equity 32.28 - - -
Calculate..
INVESCO INDIA TAX PLAN - GROWTH Equity 17.58 13.60 20.49 983450 /-
Calculate..
FRANKLIN INDIA TAXSHIELD - GROWTH Equity 13.81 13.13 19.35 957340 /-
Calculate..
* Compounded Annualized Returns
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Risk Factor : All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.
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