Best mutual fund portfolio for a new investor

You can switch off notifications anytime using browser settings.Best mutual fund portfolio for a new investorStock Analysis, IPO, Mutual Funds, Bonds & MoreBest mutual fund portfolio for a new investorIf you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts.I am looking forward to take my first step in investing in an SIP. I would categorize myself as a medium risk-taker. My goal is to make Rs 50 lakh or more in 20 to 30 years. Please suggestSIP portfolios(based on recent performance March or April 2019) and some general advice to avoid pitfalls and rookie mistakes. Also, I would like to know which category would suit me better – Large cap, small cap or mid cap or something else? And should I invest in debt or equity or something else? Please enlighten me aboutSIPas I am very new to this and only know a little bit about it.

If you are a new investor without much knowledge about investing in mutual funds, you must consult amutual fundadvisor near you. New investors need a bit of hand-holding in the initial years of their investment life. Only a mutual fund advisor near you would be able to to offer you personalised advice, and reassurances when you need it.

We typically ask mutual fund investors to choose their mutual fund schemes based on their goals, investment horizon, and risk profile. Investors with moderate risk appetite are typically asked to invest mostly in multi cap schemes. Also, large cap or aggressive hybrid sschemes if they want to diversify their portfolio and reduce the overall risk.

Best multi cap mutual fund schemes to invest in 2019

Best large cap mutual fund schemes to invest in 2019

Best aggressive hybrid schemes to invest in 2019

Here are our mutual fund SIP portfolios. Investors can choose a portfolio based on their risk profile and SIP amount.

Best mutual fund SIP portfolios to invest in 2019

Planning to invest in mutual funds to build a retirement corpus? Here is what you should know.

(If you have any mutual fund queries, message us onET Mutual Fundson Facebook. We will get it answered by our panel of experts.)

(%)Mirae Asset Tax Saver Direct-G-4.266.005.156.0820.60Invest NowMirae Asset Tax Saver Reg-G-4.425.524.224.5518.98Invest NowMotilal Oswal Long Term Equity Fund Direct-Growth

ELSS-3.336.893.57-7.0315.44Invest NowFeatured

ELSS-4.278.416.161.8914.25Start SIPMotilal Oswal Focused 25 Fund Direct-Growth

Large Cap-2.697.415.65-0.2813.25Invest NowDHFL Pramerica Gilt Direct Plan – Growth

Gilt1.152.566.029.487.50Invest NowDSP Midcap Direct Plan-Growth

Mid Cap-4.616.123.31-7.3513.09Start SIPDHFL Pramerica Hybrid Debt Fund Direct Plan-Growth

Conservative Hybrid-0.283.035.338.528.93Invest NowDSP Focus Direct Plan-Growth

Multi Cap-3.418.665.540.5910.63Start SIPMotilal Oswal Multicap 35 Fund Direct-Growth

Multi Cap-2.396.804.67-3.8714.13Invest NowMotilal Oswal Midcap 30 Fund Direct-Growth

Mid Cap-3.218.225.46-3.887.98Invest NowDHFL Pramerica Large Cap Fund Direct Plan-Growth

Large Cap-2.256.367.874.5212.06Invest NowDSP Small Cap Direct Plan-Growth

Small Cap-5.907.46-0.37-17.256.83Start SIPDSP Equity Opportunities Direct Plan-Growth

Large & MidCap-5.086.703.34-2.1013.82Start SIPDSP Credit Risk Direct Plan-Growth

Credit Risk-0.151.57-0.57-0.684.90Start SIPMotilal Oswal Long Term Equity Fund Direct-Growth

ELSS-3.336.893.57-7.0315.44Invest NowDSP Tax Saver Direct Plan-Growth

ELSS-4.278.416.161.8914.25Start SIPDSP Liquidity Direct-Growth

Liquid0.581.783.707.617.21Start SIPICICI Prudential Savings Fund Direct Plan -Growth

Low Duration0.622.144.378.497.89Invest NowDSP Savings Direct Plan-Growth

Money Market0.642.114.168.446.96Start SIPDSP Strategic Bond Direct Plan-Growth

Dynamic Bond-0.801.054.328.366.60Start SIPDSP 10Y G-Sec Fund Direct-Growth

Gilt with 10 year Constant Duration0.782.215.5810.007.10Start SIPDSP Bond Direct-Growth

Medium Duration0.392.183.556.097.39Start SIPDSP Short Term Direct Plan-Growth

Short Duration0.592.084.738.777.54Start SIPDSP Ultra Short Fund Direct Plan-Growth

Ultra Short Duration0.622.003.096.396.97Start SIPDSP Equity Savings Fund Direct-Growth

Equity Savings-1.095.144.262.478.57Start SIPDSP Dynamic Asset Allocation Fund Direct-Growth

Dynamic Asset Allocation0.402.994.507.399.24Start SIPDSP Regular Savings Direct Plan-Growth

Conservative Hybrid-0.644.252.33-0.796.61Start SIPDSP Equity & Bond Direct-Growth

Aggressive Hybrid-2.707.206.361.8011.77Start SIP

– Returns less then 1 year are absolute and above 1 year are annualised.

– Returns of 1 year are absolute and above 1 year are annualised..

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