Top 6 Equity Funds: 25%+ Returns for 3-Year Investments

If you’re eyeing a three-year investment plan, you’ll want to know about these six equity mutual funds. Each has delivered impressive returns exceeding 25% over the last three years, making them worth your consideration.

Top Performers for Your Portfolio

These funds offer a snapshot of strong performance, providing key details like their three-year return percentage and Assets Under Management (AUM). Understanding these metrics helps you see how they’ve grown.

• ITI Small Cap Fund: Achieved a 27.04% return with an AUM of Rs 3,454 crore and a 4-star rating.
• Bandhan Small Cap Fund: Posted a 26.47% return, managing Rs 31,103 crore in AUM, and holds a 5-star rating.
• HSBC Midcap Fund: Showed a 26.32% return, with Rs 15,578 crore in AUM and a 4-star rating.
• Invesco India Mid Cap Fund: Delivered 25.69% returns, holding an AUM of Rs 14,721 crore, and a 4-star rating.
• LIC MF Infrastructure Fund: Recorded a 25.42% return, with Rs 1,144 crore in AUM, and a 4-star rating.
• UTI Healthcare Fund: Gained 25.04% with an AUM of Rs 1,370 crore, and earned a 5-star rating.

Understanding Fund Details

Beyond just returns, it’s smart to look at other factors when evaluating these options. The expense ratio, for example, tells you how much it costs to manage your investment annually.

• ITI Small Cap Fund: Expense ratio of 0.86%.
• Bandhan Small Cap Fund: Expense ratio of 0.60%.
• HSBC Midcap Fund: Expense ratio of 1.19%.
• Invesco India Mid Cap Fund: Expense ratio of 0.76%.
• LIC MF Infrastructure Fund: Expense ratio of 1.34%.
• UTI Healthcare Fund: Expense ratio of 1.27%.

This selection highlights funds that have performed strongly over three years, offering a starting point if you’re planning your investments. Always consider your own financial goals and risk tolerance before making any decisions.