Investments in top mutual funds yield better returns when an investors sticks with it for the long term. While sector based funds have been providing high returns, they come with a higher risk. On the other side, large cap mutual funds have been providing good returns in the long run. Here are some of the mutual funds which have tripled the money in the last 5 years which are worth considering for investment.
1)Fund A: This mutual fund scheme invests primarily in shares of companies that are included in the BSE 200 Index. Performance of the fund: Its 5 year annualized returns are 25%. It gave 9% annualized returns in last 3 years. If you have invested Rs 10,000 five years back, your investment would have been Rs 30,518. Who should invest: This is a good fund for those with a medium risk appetite, but looking for good returns in the long run.
2)Fund B: This mutual fund scheme invests in top 20 large cap stocks among the top 200 stocks listed on BSE based on market capitalization. Performance of the fund: Its 5 year annualized returns are 24.6%. It gave 9% annualized returns in last 3 years. If you have invested Rs 10,000 five years back, your investment would have been Rs 30,032. Who should invest: This is a best mutual fund for those with a medium risk appetite, but looking for good returns in the long run.
3) Fund C: The scheme adopts a bottom-up investment style by identifying companies with strong competitive position in good business and having quality management. Performance of the fund: Its 5 year annualized returns are 24%. It gave 8% annualized returns in last 3 years. If you have invested Rs 10,000 around 5 years back, your investment would have been Rs 29,316.Who should invest: This is a top fund for those with a medium risk appetite, but looking for good returns in the long run.
4) Fund D: This scheme focuses to capitalize on opportunities arising from markets from time to time irrespective of market capitalization. Performance of the fund: Its 5 year annualized returns are 24%. It gave 10% annualized returns in last 3 years. If you have invested Rs 10,000 five years back, your investment would have been Rs 29,316. Suitable for: This is a best fund for those with a medium to high risk appetite and looking for good returns in the long run.
5) Fund E: This scheme focuses on large cap stocks and it would target same sector weights as BSE 200. Performance of the fund: Its 5 year annualized returns are 23%. It gave 9% annualized returns in last 3 years. If you have invested Rs 10,000 around 5 years back, your investment would have been Rs 28,153. Who should invest: This is a good fund for those with a medium risk appetite and looking for good returns in the long run.
Though these mutual funds have performed well in the past, they may or may not perform in similar lines in the future. However, since these funds have provided good returns compared to other mutual funds in large cap segment in the past, investing in these funds can yield higher returns in the long run.
To know the Fund details reach me out
1)Fund A: This mutual fund scheme invests primarily in shares of companies that are included in the BSE 200 Index. Performance of the fund: Its 5 year annualized returns are 25%. It gave 9% annualized returns in last 3 years. If you have invested Rs 10,000 five years back, your investment would have been Rs 30,518. Who should invest: This is a good fund for those with a medium risk appetite, but looking for good returns in the long run.
2)Fund B: This mutual fund scheme invests in top 20 large cap stocks among the top 200 stocks listed on BSE based on market capitalization. Performance of the fund: Its 5 year annualized returns are 24.6%. It gave 9% annualized returns in last 3 years. If you have invested Rs 10,000 five years back, your investment would have been Rs 30,032. Who should invest: This is a best mutual fund for those with a medium risk appetite, but looking for good returns in the long run.
3) Fund C: The scheme adopts a bottom-up investment style by identifying companies with strong competitive position in good business and having quality management. Performance of the fund: Its 5 year annualized returns are 24%. It gave 8% annualized returns in last 3 years. If you have invested Rs 10,000 around 5 years back, your investment would have been Rs 29,316.Who should invest: This is a top fund for those with a medium risk appetite, but looking for good returns in the long run.
4) Fund D: This scheme focuses to capitalize on opportunities arising from markets from time to time irrespective of market capitalization. Performance of the fund: Its 5 year annualized returns are 24%. It gave 10% annualized returns in last 3 years. If you have invested Rs 10,000 five years back, your investment would have been Rs 29,316. Suitable for: This is a best fund for those with a medium to high risk appetite and looking for good returns in the long run.
5) Fund E: This scheme focuses on large cap stocks and it would target same sector weights as BSE 200. Performance of the fund: Its 5 year annualized returns are 23%. It gave 9% annualized returns in last 3 years. If you have invested Rs 10,000 around 5 years back, your investment would have been Rs 28,153. Who should invest: This is a good fund for those with a medium risk appetite and looking for good returns in the long run.
Though these mutual funds have performed well in the past, they may or may not perform in similar lines in the future. However, since these funds have provided good returns compared to other mutual funds in large cap segment in the past, investing in these funds can yield higher returns in the long run.
To know the Fund details reach me out