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0 Here are the best five mutual funds in India, with past returns. They have been selected on the basis of consistency and long-term growth potential:
1. Parag Parikh Flexi Cap Fund
Category: Flexi Cap
Returns (as of most recent available data):
1 Year: ~18%
3 Years: ~25% annualized
5 Years: ~20% annualized
Details: This fund allows diversification across market caps and sectors; it is effective for long-term investors.
2. Axis Small Cap Fund
Category: Small Cap
Returns:
1 Year: ~22%
3 Years: ~30% annualized
5 Years: ~25% annualized
Details: Aims at high growth in small-cap companies and is apt for aggressive investors.
3. SBI Small Cap Fund
Category: Small Cap
Return%
1 Year: ~24%
3 Years: ~27% annualised
5 Years: ~22% annualised
Details: Invests in smaller companies which come along with a higher growth potential; suitable for investors who are comfortable taking higher risks for the prospects of better rewards.
4. Mirae Asset Large & Midcap Fund
Category: Large & Mid Cap
Return%
1 Year: ~14%
3 Years: ~20% annualised
5 Years: ~18% annualised
Details: A balanced approach that combines the stability of large-cap stocks with growth opportunities of mid-cap stocks.
5. Quant Active Fund
Category: Multi Cap
Returns:
1 Year: ~23%
3 Years: ~26% annualized
5 Years: ~21% annualized
Details: It offers flexibility because the fund invests across market capitalizations and so captures opportunities in all segments.
Key Notes:
The returns are indicative and may vary with market situations.
Consider your risk appetite, financial goals, and investment horizon before investing in any fund.
Work with a financial advisor to get professional advice tailored for your specific situation.
These funds show good performance, but research every investment first.
Also Read : 50/20/30 Rule of Budget
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