Smart Investing In Equity Mutual Funds

In your view, how should a retail investor with a 3-5 years timeframe, allocate funds to different categories of equity mutual funds? Investors need to have a clear focus towards their risk return objectives and investment time horizon. Typically for an investor with a 3-5-year horizon, we wouldn’t recommend greater than a 25-30 per cent equity exposure, which should be purely taken through large cap funds. The fixed income allocation of the portfolio can largely be allocated towards corporate bond and short duration funds with some funds invested in ultra short duration funds for liquidity needs. Please suggest the top five large cap funds in terms of two parameters, reliability and returns, over the past three years? They could be same or different ones. Aditya Birla Sun Life Frontline Equity The fund stands out for its consistent performance. The fund led by Mahesh Patil, has a...