Top Equity Funds Beat 25% Returns in 3 Years
By Market Desk
Discover six equity mutual funds that have surpassed 25% returns over three years, offering strong medium-term investment opportunities. See top performers.
Six equity mutual funds have delivered over 25% returns in the last three years, presenting notable opportunities for investors. This analysis identifies funds for those considering a three-year investment horizon.
Top Equity Funds and Their Performance
The ITI Small Cap Fund reported a 27.04% return over three years. It manages an AUM of Rs 3,454 crore, holds a four-star rating, and maintains an expense ratio of 0.86%.
Bandhan Small Cap Fund achieved the highest among the listed funds with a 26.47% return in the same period. This fund commands an AUM of Rs 31,103 crore, boasts a five-star rating, and has an expense ratio of 0.60%.
The HSBC Midcap Fund registered a 26.32% return over three years. Its AUM stands at Rs 15,578 crore, coupled with a four-star rating and an expense ratio of 1.19%.
Invesco India Mid Cap Fund delivered a 25.69% return over a three-year span. The fund manages Rs 14,721 crore in AUM, carries a four-star rating, and has an expense ratio of 0.76%.
LIC MF Infrastructure Fund recorded a 25.42% return over the three-year period. It holds an AUM of Rs 1,144 crore, a four-star rating, and an expense ratio of 1.34%.
Finally, the UTI Healthcare Fund generated a 25.04% return over three years. This fund has an AUM of Rs 1,370 crore, a five-star rating, and an expense ratio of 1.27%.
These figures, derived from the MF Screener, offer a clear snapshot for investors evaluating medium-term equity mutual fund opportunities.