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MohitSangani_ Authors The Chartians

7 days 30 days All time Recent Popular
The Chartians
The Chartians
@chartians
As promised, We are sharing Top 5 Mutual Funds where we do our SIPs. We handpicked these after thorough research and many have an SIP limit of as low as 100rs-500rs.

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Let's go⚡️

1⃣ Kotak Equity Opportunities Fund [20%]
⚡️Fund is well-diversified as compared to its peers.
⚡️The companies have minimal debt, good ROCE.
⚡️Fund's PE: 25.77 shows that fund manager isn't buying overvalued stocks much.

Fund's Returns in 5 Years: 16.38% ⚡️Beating Benchmarks.

Holding Bias !
⚡️41% in BLUE CHIP
⚡️22% in LARGECAP
⚡️34% in MIDCAP
⚡️3% in SMALLCAP

Fund’s expense ratio is 0.64%, which is low compared to other funds in the same category.

Fund Manager :
Mr.Harsha Upadhyaya has been managing this scheme since 2021 August. Has 23 years of experience in Equity Research. A reputed manager known for his complex stock picking and investing in companies with good management & generating consistent Cash Flows.

2⃣Parag Parikh Flexi-Cap [30%] [Fav]
⚡️Buys Quality Stocks at Cheap Prices
⚡️Invests in International Stocks too.
⚡️Sits on Cash if sees Market Overvalued.
⚡️PE: 26.12 shows that fund manager isn't buying overvalued stocks much.
⚡️IEX at 192 was their Pick in 2020.
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