Which mutual fund schemes should I invest in for maximum wealth creation?
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Source: indiatimes.com
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Adani stocks up 20%: Did your mutual funds invest in them?
ETMutualFunds looked at the data and found out that around 263 schemes had investments in these stocks. Note, we looked at portfolios as of October.
Adani Wilmar Kotak Balanced Advantage Fund Adani Enterprises Quant Mutual Fund Mirae Asset Mutual Fund Adani Enterprises Ltd
Source: indiatimes.com
​Did your ELSS fund's name change? Should you do something?
Around 24 ELSS funds or tax saving funds changed their names recently. Why are these schemes changing their names? Are there any other changes in these schemes?
Axis Long Term Equity Fund Mirae Asset Tax Saver Fund Tax Saver Fund Invesco India Tax Plan Fund Canara Robeco Equity Tax Saver Fund Saver Fund
Source: indiatimes.com
11 equity schemes offer over 20% SIP returns in 20 years
We considered all equity categories such as large cap, mid cap, large & mid cap, small cap, ELSS, multi cap, focused fund, flexi cap, value, and contra fund categories. We considered XIRR for analyzing SIP performance of equity schemes.
Quant Mutual Fund Small Cap Fund Nippon India Small Cap Fund Quant Small Cap Fund Quant Active Fund India Small Cap Fund
Source: indiatimes.com
5 equity mutual funds multiplied lumpsum investment three times in five years
We considered equity categories such as large cap, mid cap, small cap, ELSS, large & mid cap, focused, flexi cap, multi cap, value/contra fund categories. We considered regular and growth options. We considered CAGR on lumpsum investment of Rs 1 lakh made on November 9, 2018.
Axis Small Cap Fund Nippon India Small Cap Fund Quant Mid Cap Fund Quant Small Cap Fund Small Cap Fund Tax Plan
Source: indiatimes.com
These 10 equity funds offered maximum returns in five years
We considered equity categories such as large cap, mid cap, multi cap, large & mid cap, focused fund, small cap, value & contra fund. We did not consider flexi cap schemes as these schemes were introduced three years ago, after Sebi recategorised mutual funds. We considered regular and growth option schemes.
Mirae Asset Emerging Bluechip Fund Mahindra Manulife Mid Cap Fund Axis Growth Opportunities Fund Invesco India Smallcap Fund Quant Active Fund Small Cap Fund
Source: indiatimes.com
21 equity mutual fund schemes offer over 20% in 10 years
We considered all equity schemes like large cap, mid cap, large & mid cap, small cap, ELSS, multi cap, flexi cap,focused fund, contra and value. We considered regular and growth options.
Kotak Emerging Equity Fund Mirae Asset Emerging Bluechip Fund Small Cap Fund Midcap Fund Kotak Mutual Fund Mutual Fund
Source: indiatimes.com
​6 equity fund categories offer 20% plus returns in 3, 5 years. Should you invest?
Investors in these equity mutual fund categories were lucky as they managed to pocket more than 20% returns in both the three and five year horizons.
Kotak Emerging Equity Fund Edelweiss Mid Cap Fund Quant Mid Cap Fund Nippon India Growth Fund Tata Mid Cap Growth Fund Cap Opportunities Fund
Source: indiatimes.com
29 equity mutual funds offer over 20% in 10 years
We considered all equity schemes like large cap, mid cap, large & mid cap, small cap, ELSS, multi cap, flexi cap,focused fund, contra and value. We considered regular and growth options.
Quant Active Fund Nippon India Small Cap Fund Small Cap Fund Quant Mutual Fund Taurus Discovery Midcap Fund Prudential Mutual Fund
Source: indiatimes.com
13 mutual funds multiplied lumpsum investments three times in 7 years
We considered equity categories such as large cap, mid cap, small cap, ELSS, large & mid cap, focused, flexi cap, multi cap, value/contra fund categories. We considered regular and growth options. We considered CAGR on lumpsum investment.
Quant Mid Cap Fund Quant Active Fund Nippon India Small Cap Fund Quant Small Cap Fund Small Cap Fund Quant Mutual Fund
Source: indiatimes.com