By analyzing the performance of the top 5 mutual fund schemes over the past 5 years, we can witness their remarkable ability to deliver superior results, making them an attractive choice for investors.
Mutual fund investments have experienced exponential growth in recent years, driven by their ability to generate higher returns and an increased awareness among investors. In this article, we will delve into the top 10 mutual fund schemes that have demonstrated exceptional performance over the last 5 years.
Quant Infrastructure Fund: Maximizing Returns with a Growth Rate of 22.83%
The Quant Infrastructure Fund has emerged as a leading performer, delivering an impressive annual return of 22.83% over the past 5 years. A ₹1 lakh investment in this fund has grown substantially, reaching ₹1.97 lakhs. With a strong focus on infrastructure-related companies, this fund has managed to consistently outperform market benchmarks, making it an attractive option for investors seeking long-term growth.
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns |
|---|---|---|---|---|
| 1 Year | 02-Jun-22 | 12000 | 12512.38 | 4.27 % |
| 2 Year | 02-Jun-21 | 24000 | 26575.09 | 10.73 % |
| 3 Year | 02-Jun-20 | 36000 | 54592.79 | 51.65 % |
| 5 Year | 01-Jun-18 | 60000 | 122095.67 | 103.49 % |
Axis Small Cap Fund: Unleashing the Potential with an Annual Return of 21.72%
The Axis Small Cap Fund has demonstrated its ability to unlock immense potential, yielding an annual return of 21.72% over the past 5 years. An investment of ₹1 lakh in this fund has flourished to ₹1.94 lakhs. With a specialized focus on small-cap companies, this fund capitalizes on the growth prospects of relatively undiscovered companies, offering investors the opportunity to ride the wave of their success.
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns |
|---|---|---|---|---|
| 1 Year | 02-Jun-22 | 12000 | 13334.97 | 11.12 % |
| 2 Year | 02-Jun-21 | 24000 | 27536.63 | 14.74 % |
| 3 Year | 02-Jun-20 | 36000 | 51037.61 | 41.77 % |
| 5 Year | 01-Jun-18 | 60000 | 110069.25 | 83.45 % |
ICICI Prudential Technology Fund: Harnessing Technological Advancements with a Return of 21.60%
The ICICI Prudential Technology Fund has harnessed the power of technological advancements, delivering a commendable return of 21.60% over the past 5 years. Investing ₹1 lakh in this fund has resulted in a growth to ₹1.90 lakhs. As technology continues to shape our world, this fund leverages its expertise in the sector, making it an appealing choice for investors seeking exposure to the fast-paced and ever-evolving technological landscape.
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns |
|---|---|---|---|---|
| 1 Year | 02-Jun-22 | 12000 | 12254.68 | 2.12 % |
| 2 Year | 02-Jun-21 | 24000 | 23204.03 | -3.32 % |
| 3 Year | 02-Jun-20 | 36000 | 43286.14 | 20.24 % |
| 5 Year | 01-Jun-18 | 60000 | 100711.33 | 67.85 % |
Quant Mid Cap Fund: Consistent Performance with an Annual Return of 21.26%
The Quant Mid Cap Fund has established a reputation for consistent performance, generating an annual return of 21.26% over the past 5 years. With an initial investment of ₹1 lakh, investors have witnessed their capital grow to ₹1.88 lakhs. By focusing on mid-cap companies with promising growth potential, this fund has managed to deliver consistent returns, attracting investors looking for stability and long-term wealth creation.
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns |
|---|---|---|---|---|
| 1 Year | 02-Jun-22 | 12000 | 12670.19 | 5.58 % |
| 2 Year | 02-Jun-21 | 24000 | 26838.67 | 11.83 % |
| 3 Year | 02-Jun-20 | 36000 | 50720.06 | 40.89 % |
| 5 Year | 01-Jun-18 | 60000 | 110829.6 | 84.72 % |
SBI Technology Opportunities Fund: Capitalizing on Technological Breakthroughs with 20.87% Annual Return
The SBI Technology Opportunities Fund has capitalized on technological breakthroughs, offering investors an annual return of 20.87% over the past 5 years. Investing ₹1 lakh in this fund has resulted in an impressive growth to ₹1.86 lakhs. With a keen eye on emerging technologies, this fund identifies companies at the forefront of innovation, presenting investors with the opportunity to be a part of transformative advancements in the tech sector.
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns |
|---|---|---|---|---|
| 1 Year | 02-Jun-22 | 12000 | 12677.63 | 5.65 % |
| 2 Year | 02-Jun-21 | 24000 | 24743.59 | 3.1 % |
| 3 Year | 02-Jun-20 | 36000 | 44871.79 | 24.64 % |
| 5 Year | 01-Jun-18 | 60000 | 99600.67 | 66 % |
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Please bear in mind that these figures depict the past performance of these mutual fund schemes and do not guarantee future returns. To make informed investment decisions, it is crucial to conduct thorough research and consider your investment goals and risk appetite. Seeking personalized investment advice tailored to your individual circumstances is highly recommended. Therefore, consulting with a financial advisor or professional will provide valuable insights to guide your investment journey effectively.
Conclusion
Mutual funds have emerged as frontrunners in terms of generating superior returns compared to other investment options. The top 5 mutual fund schemes discussed in this article have consistently showcased remarkable performance over the past 5 years. However, prudent investors must conduct diligent research, assess their investment goals, and consult with financial experts before making investment decisions. With the right strategy and professional guidance, mutual funds can be a powerful vehicle to realize your financial aspirations and secure a prosperous future.
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