Over the past nine months, around 14 equity mutual funds have astonishingly delivered more than 50% returns. Have you had the foresight to invest in any of these remarkable performers? Out of the 257 equity mutual funds that completed their first nine months in the market, a select few have showcased exceptional growth.
At the top of the list is the Quant Value Fund, which has impressively generated a staggering 63.81% return. Joining it are two mid-cap funds – ITI Mid Cap Fund and Motilal Oswal Midcap Fund – boasting returns of 60.27% and 54.92%, respectively, during this period.
The impressive list continues with Invesco India Focused Fund at 54.86%, Bank of India Flexi Cap Fund at 53.83%, and Quant Large & Mid Cap Fund at 53.52%. Flexicap funds, such as JM Flexicap Fund and Quant Flexi Cap Fund, have also delivered remarkable results, with 53.30% and 52.23% returns, respectively.
Additionally, Quant Mid Cap Fund has offered a remarkable 51.57% return, while ITI Small Cap Fund, JM Midcap Fund, Bandhan Small Cap Fund, Edelweiss Mid Cap Fund, and NJ Flexi Cap Fund have all exceeded the 50% mark during this exceptional nine-month period.
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In the past nine months, several equity mutual funds have delivered impressive returns. Bandhan Small Cap Fund, Edelweiss Mid Cap Fund, and NJ Flexi Cap Fund all generated returns exceeding 50%, at 50.37%, 50.10%, and 50.05%, respectively.
Additionally, 243 other equity mutual funds offered returns ranging from 16.51% to 49.40% during the same period. The oldest equity-linked savings scheme (ELSS), SBI Long Term Equity Fund, achieved a 47.87% return, while the second-largest mid-cap fund, Kotak Emerging Equity Fund, generated a 42.60% return.
Nippon India Small Cap Fund, the largest small-cap fund, delivered a 41.78% return, and the largest mid-cap fund, HDFC Mid-Cap Opportunities Fund, provided a 40.61% return. The largest flexi-cap fund, Parag Parikh Flexi Cap Fund, offered a 31.98% return in the last nine months.
It’s important to note that this analysis is not a recommendation, but rather an exercise to identify the equity mutual funds that have generated returns exceeding 50% over the past year.
Before putting your money into investments, it’s crucial to carefully evaluate your risk tolerance, the time frame you have for your investments, and what you hope to achieve. This thorough assessment will help you make informed and suitable investment choices that align with your unique circumstances and objectives.
Disclaimer: The experts’ views, opinions, ideas, and recommendations are entirely their own. These don’t reflect The Investcorpus’s opinions.
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