Mutual Fund

A mutual fund is an investment vehicle made up of a pool of funds collected from many investors for the purpose of investing with a common investment objective. Mutual funds help avoid the challenges of direct investing in capital markets arising out of investment timing, lack of expertise, portfolio size and market volatility. Currently, there are more than 11,000 mutual fund schemes in India. We at NVS do in-depth research on various mutual fund schemes under various categories, making it easy for our clients to invest in the best schemes to meet their investment objectives. Below are a few of our class leading recommendations

Recommended Mutual Fund Schemes November 2018

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  • Returns
  • Equity- Large Cap  
  • Fund Manager
  • Risk Profile
  • 1 Yr

    3 Yr

    5 Yr

  • Equity- Large Cap   Aditya Birla Sunlife Frontline Equity Fund
  • Fund Manager : Mahesh Patil
  • Risk Profile : Moderately High
  • Returns :

    1Yr  -4.80%

    2Yr  9.67%

    3Yr   14.68%

  • Equity- Large Cap  Kotak Standard Multicap
  • Fund Manager : Harsha Upadhyay
  • Risk Profile : High
  • Returns :

    1Yr  -0.66%

    2Yr  11.32%

    3Yr  17.74%

  • Equity- Large Cap  L&T India Large Cap Fund
  • Fund Manager : Venugopal Manghat
  • Risk Profile : Moderately High
  • Returns :

    1Yr  -2.93%

    2Yr  7.80%

    3Yr  12.90%

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  • Returns
  • Equity- Multi Cap  
  • Fund Manager
  • Risk Profile
  • 1 Yr

    3 Yr

    5 Yr

  • Equity- Multi Cap  Kotak Standard Multicap
  • Fund Manager : Harsha Upadhyay
  • Risk Profile : Moderately High
  • Returns :

    1Yr  -3.21%

    3Yr  12.03%

    5Yr  18.42%

  • Equity- Multi Cap  Axis Focussed 25 Fund
  • Fund Manager : Jinesh Gopani
  • Risk Profile : Moderately High
  • Returns :

    1Yr  1.59%

    2Yr  14.14%

    3Yr  16.18%

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  • Returns
  • Thematic Funds  
  • Fund Manager
  • Risk Profile
  • 1 Yr

    3 Yr

    5 Yr

  • Thematic Funds   Tata India Consumer Fund
  • Fund Manager : Sonam Udasi
  • Risk Profile : Moderately High
  • Returns :

    1Yr  0.80%

    3Yr  -

    5Yr  -

  • Thematic Funds   Aditya Birla Sun Life India GenNext Fund
  • Fund Manager : Anil Shah
  • Risk Profile : High
  • Returns :

    1Yr  -2.76%

    2Yr  12.88%

    3Yr  17.97%

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  • Returns
  • Equity- Value Fund  
  • Fund Manager
  • Risk Profile
  • 1 Yr

    3 Yr

    5 Yr

  • Equity- Value Fund   HDFC Capital Builder Value Fund
  • Fund Manager : Miten Lathia
  • Risk Profile : Moderately High
  • Returns :

    1Yr  -5.34%

    3Yr  11.67%

    5Yr   17.45%

  • Equity- Value Fund   L&T India Value Fund
  • Fund Manager : Venugopal Manghat
  • Risk Profile : Moderately High
  • Returns :

    1Yr  -10.31%

    2Yr  11.35%

    3Yr  22.29%

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  • Returns
  • Equity Mid Cap (SIP / STP only)  
  • Fund Manager
  • Risk Profile
  • 1 Yr

    3 Yr

    5 Yr

  • Equity Mid Cap (SIP / STP only) HDFC Mid-Cap Opportunities Fund
  • Fund Manager : Chirag Setalvad
  • Risk Profile : Moderately High
  • Returns :

    1Yr  -10.68%

    3Yr   11.47%

    5Yr   22.12%

  • Equity Mid Cap (SIP / STP only) DSP Mid Cap Fund
  • Fund Manager : Vinit Sambre
  • Risk Profile : Moderately High
  • Returns :

    1Yr  -9.65%

    2Yr   12.15%

    3Yr  22.22%

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  • Returns
  • Hybrid - Aggressive Hybrid Fund  
  • Fund Manager
  • Risk Profile
  • 1 Yr

    3 Yr

    5 Yr

  • Hybrid - Aggressive Hybrid Fund  HDFC Hybrid Equity Fund
  • Fund Manager : Chirag Setalvad
  • Risk Profile : Moderately High
  • Returns :

    1Yr  -4.00%

    3Yr   10.10%

    5Yr  16.80%

  • Hybrid - Aggressive Hybrid Fund  Aditya Birla Sun Life Equity Hybrid 95
  • Fund Manager : Mahesh Patil
  • Risk Profile : Moderately High
  • Returns :

    1Yr  -6.06%

    2Yr   8.81%

    3Yr  14.88%

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  • Returns
  • ELSS (Tax Saving) 
  • Fund Manager
  • Risk Profile
  • 1 Yr

    3 Yr

    5 Yr

  • ELSS (Tax Saving) Axis Long Term Equity
  • Fund Manager : Jinesh Gopani
  • Risk Profile : Moderately High
  • Returns :

    1Yr  2.02%

    3Yr  10.86%

    5Yr  20.32%

  • ELSS (Tax Saving)  Aditya Birla Sun Life Tax Relief 96
  • Fund Manager : Ajay Garg
  • Risk Profile : Moderately High
  • Returns :

    1Yr  -3.84%

    2Yr   11.99%

    3Yr  19.49%

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  • Returns
  • Debt - Liquid Funds
  • Fund Manager
  • Risk Profile
  • 1 Yr

    3 Yr

    5 Yr

  • Debt - Liquid Funds  Reliance Liquid Fund
  • Fund Manager : Anju Chhajer
  • Risk Profile : Low
  • Returns :

    1Yr  7.25%

    3Yr  7.25%

    5Yr  7.89%

  • Debt - Liquid Funds  HDFC Liquid Fund
  • Fund Manager : Anupam Joshi
  • Risk Profile : Low
  • Returns :

    1Yr  7.04%

    2Yr   7.12%

    3Yr  7.81%

  • Debt - Liquid Funds  Aditya Birla Sun Life Liquid Fund
  • Fund Manager : Kaustubh Gupta
  • Risk Profile : Low
  • Returns :

    1Yr  7.24%

    2Yr   7.26%

    3Yr  7.86%

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  • Returns
  • Debt - Short Term Funds  
  • Fund Manager
  • Risk Profile
  • 1 Yr

    3 Yr

    5 Yr

  • Debt - Short Term Funds  HDFC Short Term Debt Fund
  • Fund Manager : Anil Bamboli
  • Risk Profile : Moderately Low
  • Returns :

    1Yr  5.50%

    3Yr   7.32%

    5Yr  8.31%

  • Debt - Short Term Funds  Aditya Birla Sun Life Corporate Bond Fund
  • Fund Manager : Maneesh Dangi
  • Risk Profile : Moderately Low
  • Returns :

    1Yr  5.28%

    2Yr   7.61%

    3Yr   8.57%

NVS Brokerage SEBI Registration No.: INZ000209331 (BSE-531 | NSE-90098 ) ,

AMFI: ARN-0539 is Registered under “NVS Brokerage Private Limited”

INA000003205 is Registered under “NVS Wealth Managers Pvt. Ltd.”


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