Arbitrage funds use the price difference in the cash and derivatives segment to generate returns. They aren’t for the NSE and BSE cash segment arbitrage.
We will find the best value-oriented mutual fund to invest in 2019. A new category for mutual fund investor that didn’t exist in 2018.
We will find the best multi-cap mutual fund to invest in 2019 and review the performance of our choice of best multi-cap fund of 2018.
We will find the best small-cap mutual fund to invest in 2019 and review the performance of our choice of best small-cap fund of 2018.
We will find the best mid-cap mutual fund to invest in 2019 and review the performance of our choice of best mid-cap fund of 2018.
We will find the best large-cap mutual fund to invest in 2019 and review the performance of our choice of best large-cap fund of 2018.
It is that time of the year when I share a process to find the best tax saving ELSS fund for 2019 as well as look back on the past best funds to learn something new.
When evaluating index funds, one has to look for the one that is best able to replicate the index and has a higher volume to execute the trades.
The best multi-cap fund for 2018 is a must-have mutual fund of every portfolio for a well-diversified portfolio and want to avoid the volatility of the Indian market which is expected in 2018 and 2019 as the election year.
Let us take a top-down approach to the top-performing mutual funds for the past 1 year and come up with the best ELSS tax saving fund to invest in 2018.
The process we will use will similar to 2017 for a large-cap fund where we choose the 5-star rated large-cap fund by ValueResearchOnline and based on the underlying benchmark choose the best large-cap funds that are more likely to perform well in 2018.
Choose the top performing funds of 2017 and nail down to see the one that can outperform the midcap index based on the consistent history of outperformance for an elongated period of time.
We kickoff 2018 with the best of funds series for 2018. The first post is for the best smallcap fund of 2018. Let us also analyze how has been the performance of the best smallcap funds of 2017 and if we can learn more out of it to improve our selection of funds for 2018.