Best performing mutual funds canada 2014

I retained the same old funds, which I recommended previous year. In addition, when you look at return wise, I found HDFC holds better than IDFC.Д«est 2 Balanced Funds Equity Oriented to Invest in India for 2015 I selected HDFC only because of its superiority in higher alpha and Sharpe ratio. However, the results in my review were almost neck-to-neck between HDFC, IDFC, and Reliance. Here you notice that I retained Reliance Equity Opp Fund, but discarded the IDFC Premier Equity Fund. I removed Quantum only because of ICICIвЂ™s superior performance compared to Quantum (even though Quantum claims to be less expensive fund).Д«est 2 Mid and Small Cap Funds to Invest in India for 2015 I removed UTI Opp Fund, because it moved to large cap. When you compare this year choices to previous yearвЂ™s,you find that both of earlier funds missing. Otherwise, I strongly advocate towards that fund.Д«est 2 Large and Mid Cap Funds to Invest in India for 2015 I stayed away from HDFC Top 200 Fund only because of higher standard deviation to above funds. However, if AUM does not matter to you then you consider some Index Funds too. I stayed away from few Index funds, which have a less expense ratio, but AUM also not fits into my comfort. Because of their expense ratio, lower standard deviation to their peers, higher alpha, lower beta and high in Sharpe ratio and Sortino ratio. I short listed the funds and found that these two below funds are my best choice. This keeps your head cool, simple, and easy to track.Д«est 2 Large Cap Funds to Invest in India for 2015 Instead, stick 3-4 funds maximum and invest in them. In addition, it is one more misconception that few go on add funds for each of their goals or fresh investments. Therefore, it creates to such huge risk that our investment may be highly exposed to specific sectors or stocks. You forget to understand the underlying stocks each fund holding or your overall portfolio holding. I know lots of us have wrong belief that having so many funds across fund houses will actually diversify our portfolio. I have not gone through any star ratings to choose these funds.I picked the funds based on 5 years as well as 10 year return.Finally, my faith in mutual fund company and its business model.Some other technical terms like expense ratio, standard deviation, alpha, beta, Sharpe or Sortino.AUM of the fund must be around Rs.1,000 Cr, as it creates faith among investors.I first short listed funds category wise, like large cap or large and mid cap like that.

Best performing mutual funds canada 2014