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What should be your Mutual Fund Strategy for 2022?

November 3, 2022
in Mutual Funds
strategy

The Equity market has posted a terrific return and strategy in 2021. Is it possible to expect such high returns even in 2022?

If I am being honest, then there is less possibility of witnessing such double-digit returns. There’s a higher chance that the market won’t move as quickly as it did in 2021. Then, what should be your investment strategy?

The strategy will depend on the type of investor you are:

Moderate Investor:

If you’re a moderate investor, you can explore the balanced advantage category, as well as keep some amount in equity savings. If you’re willing to take a little more risk, you can invest in hybrid aggressive equity.

Conservative Investor:

If you are a conservative investor, you can put your money in equity savings or hybrid debt funds, as both of them has slight equity exposure which will accelerate the return on your portfolio as and when the market rises and at the same time the overall risk of your portfolio will ensue at minimum.

Aggressive Investor:

If you are an aggressive investor, you can invest in Flexi Cap funds. If you want to take a sectoral bet, you can invest in IT and infrastructure funds.

  • For those who have already invested, you can start booking the profits and rebalance your portfolio according to your asset allocation.
Hybrid Debt FundRet (5Y)
HDFC Hybrid Debt Fund8.03%
SBI Conservative Hybrid Fund–
Kotak Debt Hybrid Fund9.39%
Flexi Cap FundRet (5Y)
Parag Parikh – Flexi Cap Fund 22.78%
UTI Flexi Cap Fund22.78%
PGIM India Flexi Cap 22.03%
SBI Flexicap Fund 16.49%
Canara Robeco FlexiCap Fund 20.40%
Infrastructure Fund Ret (5Y)
Quant Infrastructure Fund 26.65%
Invesco India Infrastructure Fund 19.07%
DSP TIGER Fund 14.98%
Technology Fund
Ret (5Y)
ICICI Prudential Technology Fund 34.39%
Tata Digital India Fund 34.6%
SBI Technology Opp. Fund 29.37%
Balanced Advantage Fund Ret (5Y)
SBI Balanced Advantage Fund–
LIC MF Balanced Advantage Fund –
ICICI Pru Balanced Advantage Fund 11.73%
Kotak Balanced Advantage Fund–
Edelweiss Balanced Advantage 14.66%
Equity Savings Fund Ret (5Y)
ICICI Prudential Equity Savings Fund 7.66%
SBI Equity Savings Fund 9.65%
Axis Equity Saver Fund 10.66%
Equity Hybrid Fund Ret (5Y)
SBI Equity Hybrid Fund 15.23%
Canara Robeco Equity Hybrid Fund 15.74%
Mirae Asset Hybrid Equity Fund 15.48%

Writer: Suraj Kar To learn more, get our Journal: PW Insider for FREE!

Read Next: DeFi: Decentralized Finance

For more information, reach us at [email protected]

Team, MyGoalMySip.

Tags: FUNDSINVESTMENTMUTUAL FUNDMUTUAL FUNDSpersonal financeSAVINGSSTOCKS
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    About Us

    MyGoalMySip is an Online Mutual fund investment platform powered by Prudent Wealth. As an investor, it might be hard to find the perfect investment opportunity; therefore, we’re here to help you make an informed decision.

    Our goal is to educate people and make them financially literate, and at the same time guide you in your investment journey, in short MyGoalMySip is your investment buddy.

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