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| Scheme Name | Plan | 3Y |
|---|---|---|
| SBI Contra Fund - Direct Plan - Growth | Direct Plan | 31.27% |
| Kotak ELSS Tax Saver Fund - Direct Plan - Growth | Direct Plan | 23.53% |
| Bank of India ELSS Tax Saver - Direct Plan - Growth | Direct Plan | 26.31% |
| Equity Mutual Funds | 3-year returns(%) | Expense ratio |
|---|---|---|
| Quant Mid Cap Fund(G) | 34.24 | 1.83 |
| Nippon India Small Cap Fund(G) | 31.35 | 1.52 |
| Quant Flexi Cap Fund(G) | 31.72 | 1.87 |
| Motilal Oswal Midcap Fund-Reg(G) | 31.35 | 1.75 |
The recent performance surge has lifted the category scorecard of healthcare funds, with an average return of 59% over a one-year period, a compounded annual growth rate (CAGR) of 18% over a three-year period, and 23% CAGR over a five-year period. This is as per the latest data from Value Research.
Which mutual funds give 30% return? ›The top three schemes were from Quant Mutual Fund. Quant Small Cap Fund, Quant ELSS Tax Saver Fund, and Quant Mid Cap Fund gave 37.86%, 31.67%, and 31.66% returns, respectively, in the last five years. This small cap fund gave 31.37% return in the last five years.
Which mutual fund gives 40% return? ›There are eight large cap mutual funds which have delivered over 40 percent return in the past one year. These include Quant Large Cap Fund, Bank of India Bluechip Fund, JM Large Cap Fund and Nippon India Large Cap Fund, among others.
Which mutual fund has a 20% return? ›| ELSS Funds | 3-year-returns (%) (regular) |
|---|---|
| Kotak ELSS Tax Saver Fund | 21.11 |
| Motilal Oswal ELSS Tax Saver Fund | 25.21 |
| Nippon India ELSS Tax Saver Fund | 21.96 |
| Parag Parikh ELSS Tax Saver Fund | 21.76 |
| S.No. | Mutual Fund House |
|---|---|
| 1. | SBI Mutual Fund |
| 2. | ICICI Prudential Mutual Fund |
| 3. | HDFC Mutual Fund |
| 4. | Aditya Birla Sun Life Mutual Fund |
High-risk mutual funds are those that invest in stocks or equity that have a higher risk of losing value. These funds are also known as equity funds or growth funds. They are designed for investors who are willing to take on more risk in exchange for the potential of higher returns.
How much will I get if I invest $10,000 in mutual funds? ›Power of compounding
Compounding is the process of earning income on your principal investment plus the income earned. For instance, if you invest Rs. 10,000 in a mutual fund (at 10% interest rate per annum), you gain an interest of Rs. 1,000 at the end of the year.
Considering 8% returns, an investment of Rs 50,000 can fetch you Rs 2,33,051 in 20 years. Not suitable for long-term wealth creation or investors with a high-risk appetite.
How long should you keep money in a mutual fund? ›Mutual funds have sales charges, and that can take a big bite out of your return in the short run. To mitigate the impact of these charges, an investment horizon of at least five years is ideal.
Which investment is best for 3 years? ›| Scheme Name | Current value of Rs 1 lakh invested three years ago | Multiplied by |
|---|---|---|
| Nippon India Small Cap Fund | 2,40,260.12 | 2.40 |
| HSBC Small Cap Fund | 2,31,394.47 | 2.31 |
| Quant Flexi Cap Fund | 2,29,521.35 | 2.30 |
| Franklin India Smaller Cos Fund | 2,25,136.74 | 2.25 |
A good return on investment is generally considered to be around 7% per year, based on the average historic return of the S&P 500 index, adjusted for inflation. The average return of the U.S. stock market is around 10% per year, adjusted for inflation, dating back to the late 1920s.
Is mutual fund safe for 3 years? ›It completely depends on the mutual fund you invest in. Some mutual funds, do have a lock-in period. ELSS mutual funds have a lock-in period of 3 years. Many other mutual funds have lock-in periods too.
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