Key Equity Funds Categories to Focus in 2025 by Intelli360 Asset Private Limited
Mr.
Koushik Ketharam, Founder, Director
Intelli360
Asset Private Limited
Based on the trends observed in 2024, the following 4 categories are expected to remain attractive in 2025:
We have compiled a list of
mutual fund schemes under each of these categories, sorted based on their respective
Risk-Reward Ratios (Sharpe and Sortino ratios).
1.Pharma
2. Small Cap
3. Large & Mid Cap
4. Banking
Mr.
Koushik Ketharam, Founder, Director
Intelli360
Asset Private Limited
AMFI Registered Mutual Fund Distributor
www.intelli360.in
assist@intelli360.in
F-124,
2nd Phase, 1 st Floor,Spencers Plaza, Anna Salai, Chennai – 600002.
Intelli360
Wealth, No-80/111/2, Ground floor, Dr.Moorthy Road, Near Naal Road,
Kumbakonam – 612 001.
Connect Office: 9840998847 , 9840046847
Disclaimer:
Mutual Fund investments are subject to market risks, read all scheme related
documents carefully. The NAVs of the schemes may go up or down depending upon
the factors and forces affecting the securities market including the
fluctuations in the interest rates. The past performance of the mutual funds is
not necessarily indicative of future performance of the schemes.
The Mutual Fund is not guaranteeing or assuring any
dividend under any of the schemes and the same is subject to the availability
and adequacy of distributable surplus. Investors are requested to review the
prospectus carefully and obtain expert professional advice with regard to
specific legal, tax and financial implications of the investment/participation
in the scheme.
Please refer the SEBI link at https://www.sebi.gov.in/filings/mutual-funds.html
to check the Scheme Offer Documents -SID / SAI /KIM
