3-Year Investment: Top 6 Equity Funds Delivering 25%+ Returns
By ThePip Desk
Planning a 3-year investment? Discover 6 equity mutual funds that have consistently delivered over 25% returns, offering excellent growth potential for your portfolio.
If you’re thinking about investing for three years, you’ll be interested to know that six equity mutual funds have shown impressive gains, all returning over 25% in that period. These funds could be a guide for your investment strategy.
Spotlighting Top Performers for Your Portfolio
When you’re evaluating options, it’s helpful to look at funds that have consistently performed well. These six funds stand out with their significant three-year returns, along with details like their Asset Under Management (AUM) and star ratings.
Here are the key numbers you need to know about these funds:
- ITI Small Cap Fund delivered 27.04% returns with an AUM of Rs 3,454 crore and a four-star rating.
- Bandhan Small Cap Fund achieved the highest return at 26.47%, boasting an AUM of Rs 31,103 crore and a five-star rating.
- HSBC Midcap Fund recorded a 26.32% return, holding an AUM of Rs 15,578 crore and a four-star rating.
- Invesco India Mid Cap Fund provided 25.69% returns, with an AUM of Rs 14,721 crore and a four-star rating.
- LIC MF Infrastructure Fund delivered 25.42% returns, with an AUM of Rs 1,144 crore and a four-star rating.
- UTI Healthcare Fund showed 25.04% returns, with an AUM of Rs 1,370 crore and a five-star rating.
Understanding What These Figures Mean
Looking at these numbers, you can see a range of AUMs, from Rs 1,144 crore for LIC MF Infrastructure Fund to a substantial Rs 31,103 crore for Bandhan Small Cap Fund. Higher AUM often indicates more investor confidence, but it’s just one factor to consider.
You’ll also notice the star ratings, which range from four to five stars, indicating strong performance and management. Both Bandhan Small Cap Fund and UTI Healthcare Fund earned a five-star rating, marking them as top performers in their categories.
These figures provide a solid starting point if you are considering equity mutual funds for a three-year investment horizon. Always remember to align your choices with your personal financial goals and risk tolerance.