4 equity mutual funds offered over 30% returns in 3 and 5 years - ​Top Gainers (2024)

FAQs

Which mutual fund gives 30 percent return? ›

Two smallcap funds - Nippon India Small Cap Fund and HSBC Small Cap Fund - gave 35.05% and 33% returns respectively in the last three years. The schemes are benchmarked against Nifty Smallcap 250 - TRI which gave 30.43% return. The flexi cap scheme offered 32.74% return in the last three years.

Here are 5 mutual fund schemes with highest 3-year returns along with their expense ratios: Quant Small Cap Fund(G) tops the chart with over 39% returns followed by Quant Mid Cap Fund(G), Nippon India Small Cap Fund(G), Quant Flexi Cap Fund(G) and Motilal Oswal Midcap Fund-Reg(G) in the same pecking order. 1.

Around 23 equity mutual fund schemes have offered more than 30% SIP returns in five years, a performance analysis by ETMutualFunds showed. There were around 185 equity schemes that have completed five years in the market. Quant Small Cap Fund, the topper in the list, offered 46.70% SIP returns in the five year horizon.

The Quant Small Cap Fund (Direct) is leading the pack, boasting an impressive 42.34% return, followed closely by the Nippon India Small Cap Fund (Direct) at 36% return. The HSBC Small Cap Fund (Direct) and the HDFC Small Cap Fund (Direct) have also performed well, delivering returns of 33.73% and 31.91%, respectively.

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.

If you invest Rs 1000 for 20 years , if we assume 12 % return , you would get Approx Rs 9.2 lakhs. Invested amount Rs 2.4 Lakh.

A dozen equity linked savings scheme have given more than 20 percent annualised return in the past three years. When a retail investor decides to invest in a mutual fund scheme, one of the key motivations to invest is the annual return it can deliver over a period of time.

A thirty percent return is an achievable feat for one year if you're aggressive enough (and shall I say lucky enough), AND have the stomach to ride out the volatility, but consistently performing year after year becomes an incredible challenge that no one to my knowledge has done.

There is no financial instrument which gives you assured 30 percent short / long term return . The only way you can achieve is invest in stock markets which off course is associated with its own risks and can result in negative return .