How to find Best Mutual Funds | Learn complete process and select your Best Mutual Funds 2023

Which mutual fund is best? How to find best mutual funds? How to select best mutual fund for sip? How to choose best mutual funds?
Are you also uncertain about how to choose best mutual funds for SIP or lump sum investments? Well there are different types of mutual fund types available in India - Equity mutual funds, Debt mutual funds and Hybrid mutual funds. Finding the best mutual fund can be a challenge.

So in this video, we simplify the entire process of mutual fund selection, demonstrating how to find the best funds for long-term and best SIP investments in 2023.

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Best Large cap Funds 2023

Best Small Cap Funds 2023

Best Mid Cap Funds 20233
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Step 1: Understanding the different Investment Ideas
Investing strategies vary, but four key objectives stand out:
1. Long-term investment in blue-chip companies for safe & sustainable returns
2. Discovering potential undiscovered multibagger small & mid-cap stocks for high returns in long term.
3. Invest for short term in safe instruments like bonds and debts for moderate & safe returns
4. Exploring market-timed short-duration investments for potentially veyr high returns.

Step 2: Filtration of Mutual Funds
In the second step the focus is how to choose best mutual funds. So in this step we filter good mutual funds based on 3 different criteria: selection of right category or types of mutual funds, sizeable fund size or AUM of mutual funds and lastly consistency of returns ie best consistent mutual funds.

Step 3: Understanding Investment Prospectus of Funds
In this section we learn how to read investment prospectus of any mutual fund to understand:
Investing Strategy: The game plan for how the fund aims to grow your money. Could be aggressive, conservative, or balanced.
Research and Stock Selection: The process of picking stocks based on thorough analysis. Looks at company health, market trends, etc.
Portfolio Management: How the fund balances its assets to meet goals. Involves buying/selling stocks and risk management.

Step 4: Mutual Fund Performance Analysis
Evaluating how well a mutual fund has done over time. Helps you decide if it's a good investment or not.
Consistency of Funds Calculated on Rolling Returns: Measures a fund's performance over multiple time frames, not just point-to-point. Gives a more accurate picture of its reliability.
Funds' Recent 1 & 3 Years of Performance: Looks at short-term gains or losses. Useful for understanding current trends.
Comparing with Benchmark and Category: Checks how the fund stacks up against a standard index and other similar funds. Tells you if it's outperforming or underperforming.

Step 5: Mutual Fund Risk Assessment
Risk is a constant companion in investing. Learn how to evaluate a fund's risk profile by assessing its historical volatility in comparison to industry benchmarks and understanding the risk management during market falls & crashes.

Step 6: Mutual Fund Portfolio Analysis
This is last but very important section where we examine its asset allocation, sector exposure, and top holdings. This critical step grants you a holistic view of where your funds will be invested and their potential for sustained growth.

Step 7: Final Selection of Funds
With a comprehensive analysis of each fund, finalize your selections. Opt for funds that seamlessly align with your investment objectives, risk tolerance, and time horizon.

By the conclusion of this video, you'll be armed with a structured approach to select the cream of the crop among mutual funds, tailored to your long-term and SIP investment needs in 2023. Empower yourself with knowledge, and step confidently toward a future of financial security.

[Disclaimer: The information provided is for educational purposes only and is not financial advice. Always conduct thorough research and consider consulting a financial advisor before making investment decisions.]

[maciaslopez]

Hmmm, thanks for sharing such valuable content! For the S&P part of the 3 fund portfolio, what do you think about using a dividend ETF like SCHD? Or some kind of combo with not too much overlap? This would have the benefit of a reliable dividend stream, plus the growth.

[sukursinghbasumatary]

Well, your analysis on mutual fund are all very much admirable and aware of investing from your starting videos as I had seen you few years ago also .

[ChandanSingh-pzuy]

Video aane ki frequency bahut slow ho gaya h

[sanjaysinghania]

Need more clarity and different types of risks play role in selection of funds under different category

[learnwithbs]

Sir which site will give category avg and benchmark return comparison alongwith any fund return

[Fast_foodie]

Small cap me abi lumsum kar sakte hai ya wait kare 1 lack hai

[rohitash]

As always, very informative and important video.

[anuragingle]

Do an analysis of best hybrid funds with an aim to invest lumpsum amount to get monthly income through swp

[sh]

Very good video though you should have specified what exactly you mean by short term and long term i.e the time period

[rajeshnarula]

I've been investing as SIP on daily basis Rs.500/- in HDFC Nifty 50 Fund, Rs.1000/- in PPFC MF & Rs 1000/- in Nippon Banking & Financial MF since last 6 months. Please advice that do I need to change or carry on like this please.

[mdhossain]

Sir Edelweiss small cap V/S Canara small cap ka video banaye

[keltonkross]

Not gonna lie, I only caught every fifth word. Wish I could have watched the video

[MohitYadav-thfz]

Bhai itne din me video laoge toh kya matlab hai .. atleast week me 1 video toh Daalo