Value Research Online rates it as 5 Star Fund.
Top 20 Best Performing Mutual Funds in India in the Last 5 yearsįund Objective: The MF scheme aims to maximize long term capital appreciation by finding investment opportunities resulting from Indian economic growth and its structural shifts through investing in equity and equity related securities.įund Performance: This fund has beaten its benchmark and provided 19% annualised returns in last 5 years and 31% returns in last 1 year in this bull run. Balance 4 funds are picked-up from tax saving category. We have picked-up 3 mutual fund schemes each from diversified category and balanced category. 5 Star, 4 Star and 3 Star ratings only considered.ģ) Funds that gave consistent returns in the last 5 years are given importance rather than high returns in bull-run only.Ĥ) Picked 5 mutual fund schemes each from large cap and midcap/smallcap segment. Here are the key parameters on how I filtered these Top Performing Mutual funds in India.ġ) Mutual funds that gave highest returns in last 5 years, 3 years, 1 year and 3 months.Ģ) Picked mutual fund schemes that have good rating from value research online i.e. Trading and demat accounts are compliant with respect to the KYC requirement.How I filtered Top 20 Best Performing Mutual Funds in Last 5 years?
To ensure smooth settlement of trades, the investors are requested to ensure that both the. 
The demat account shall be unfreezed once the investor submits the deficient KYC detailsĪnd the same is captured by the depository participant in the depository system.Trading accounts shall be unblocked by the Exchange on T+1 trading day. On submission of the necessary information to the stockbroker and updation of the sameīy the stockbroker in the Exchange systems and approval by the Exchange, the blocked.The non-compliant demat accounts will be frozen for debits by Depository Participant or.Thereafter non-compliant trading accounts will be blocked for trading by the Exchange.
The last date to update KYC is on or before March 31, 2022. InvestorsĪvailing custodian services will be additionally required to update the custodian details. Mobile Number, Email id and Income Range have been made mandatory. All investors are requested to take note that 6 KYC attributes i.e. Suffice it to say that this is what the RARO Model is: finding the best investment ideas, in India and across the world, that give virtually" free" alpha, ie, high return but without adding to units of risk. Tons of data have been mined, hundreds of patterns have been detected. Taking off from Nobel-winner Markowitz's Modern Portfolio Theory (MPT), First Global has innovated on this.Īnd discovered that a newer, far more efficient frontier exists in investing, wherein you can actually maximize return while minimizing risk.ĭon't ask us how. It has taken us decades to figure this out. The Model is called Return and Risk Optimization (RARO) Model of Investing. Our research and findings are again to the contrary.įirst Global has simplified the confusing world of investing, into an elegant, simplified, yet deeply researched, Investment Model. The process for security Selection and weights for each position and overall asset allocation pie chart, is the same Human + Machine Model that powers all First Global Investment Products.Īnother common myth that is heard all the time is that to make high returns, you have to take high risk. The weightings of each Asset Class in the Portfolio is adjusted dynamically and tactically, depending on the relative attractiveness of each Asset Class. Hence, the IMAAP invests across Asset Classes: Stocks, Bonds, Commodities, REITs etc available in India. Specific stock selection adds only 10% or so to the returns. The IMAAP's core strategy follows our central learning that nearly 90% of returns in Investing, come from getting the Top Down Asset Allocation right. The IMAAP is part of First Global's Single Window - All Weather (SWAW) Investment Products. Taking exposure across major Indian Asset Classes, the IMAAP seeks to deliver consistent, low volatility return, based on top down allocation decisions Our IMAAP (India Multi-Asset Allocation Portfolio) Product has been carefully designed to get you the highest possible return for a given, diversified level of Risk. India Multi-Asset Allocation Portfolio (IMAAP)
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