Mutual Funds returns - The Hindu BusinessLine
As on : Jun 01, 2024
Stay updated with breaking news from Value Discovery. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
A cursory glance at the returns reveals that numerous other funds have outperformed children’s funds in terms of returns. Many mutual funds consistently generate returns exceeding 12 per cent or surpassing inflation over the long term.
We considered equity categories such as large cap, mid cap, small cap, large & mid cap, focused fund, ELSS, value & contra fund categories with schemes. We considered the schemes that have more than Rs 100 crore AUM. We did not consider flexi cap schemes as they have been introduced just three years before. We also did not consider the multi cap category as the data of the benchmark was not available for comparison.
"Our current contrarian call is for investing in hybrid funds. We recommend that investors invest lump-sum monies in hybrid categories like equity savings, balanced advantage, aggressive hybrid and multi-asset, given that India remains a robust structural growth story."
Tata Consultancy Services has been recognized as a Leader in Everest Group's PEAK Matrix™ for Industry 4.0 services.