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Time of India
29-05-2025
- Business
- Time of India
Fund Consistency: 29 equity mutual funds offer more than 25% CAGR over 3 and 5 years
Live Events Around 29 equity mutual funds have delivered over 25% CAGR in both the last three and five years, according to an analysis by ETMutualFunds. A total of 199 funds in the market have completed five years of funds from Bandhan Mutual Fund — Bandhan Core Equity Fund and Bandhan Small Cap Fund — delivered over 25% CAGR during both periods. Edelweiss Mid Cap Fund , the only offering from its fund house, posted a CAGR of 28.57% and 34.13% over the last three and five years, and small-cap funds from Franklin Templeton Mutual Fund — Franklin India Prima Fund and Franklin India Smaller Companies Fund — delivered over 25% CAGR in both the three- and five-year funds from HDFC Mutual Fund — HDFC Flexi Cap Fund, HDFC Focused 30 Fund, HDFC Mid-Cap Opportunities Fund , and HDFC Small Cap Fund — also featured in the list of funds that delivered over 25% CAGR during both time funds from Invesco Mutual Fund delivered over 25% CAGR in both the last three and five years. Mahindra Manulife Mid Cap Fund returned 26.68% and 31.07% CAGR over the same schemes from Motilal Oswal Mutual Fund — Motilal Oswal ELSS Tax Saver Fund, Motilal Oswal Large & Midcap Fund, and Motilal Oswal Midcap Fund — also delivered over 25% CAGR during the mentioned time funds from Nippon India Mutual Fund qualified, including the Nippon India Small Cap Fund, which is the largest small-cap fund by assets under management. Quant Small Cap Fund , the only fund from Quant Mutual Fund, delivered 27.95% and 48.17% CAGR over the last three and five years, Long Term Equity Fund, the oldest ELSS fund, posted 27.84% and 29.89% CAGR over the respective time Mid Cap Fund, the sole offering from its fund house, returned 27.83% and 30.93% CAGR in the last three and five years, the 29 qualifying funds, Motilal Oswal Midcap Fund posted the highest return of 32.65% over the last three years, while Bank of India Small Cap Fund recorded the lowest at around 25.31% during the same the last five years, the Quant Small Cap Fund delivered the highest return of 48.17%, while the Invesco India Large & Mid Cap Fund posted the lowest return of 26.56% during the same analysis considered all equity mutual funds, specifically the regular and growth options. CAGR was calculated for both the last three- and five-year This exercise is not an investment recommendation. It was conducted to identify equity mutual funds that delivered over 25% CAGR in both the last three and five years. Investors should not base investment or redemption decisions solely on past should always consider their risk appetite, investment horizon, and financial goals before making any investment decisions.
Economic Times
26-05-2025
- Business
- Economic Times
30 equity mutual funds multiply lumpsum investments by over 2 times in 3 years
Most top performers were midcap and small-cap funds. Investors should consider risk appetite and goals before investing. Around 30 equity mutual funds have multiplied investors' lumpsum investments by more than two times in the last three years, an analysis by ETMutualFunds showed. There were around 228 equity funds in the mentioned period. Motilal Oswal Midcap Fund, the topper in the list, multiplied the lumpsum investments by 2.34 times in the last three years. A lumpsum investment of Rs 1 lakh made in this fund on May 26, 2022 would have been Rs 2.34 lakh now with a CAGR of 32.85% in the same period. Also Read | Nifty still below peak, but why are these mutual funds at record-high NAVs? Bandhan Small Cap Fund multiplied the investors' lumpsum investments by 2.33 times in the said period with a CAGR of 32.48%. Motilal Oswal Large & Midcap Fund and HDFC Mid-Cap Opportunities Fund multiplied the investments by 2.27 times and 2.23 times respectively in the last three years. Invesco India Midcap Fund and Edelweiss Mid Cap Fund in the last three years multiplied investors' investments by 2.15 times each. The schemes gave a CAGR of 29.09% each. The next four schemes in the list were small cap funds. - Nippon India Small Cap Fund multiplied investments by 2.14 times in the last three years. Franklin India Smaller Cos Fund and Invesco India Smallcap Fund multiplied the investments by 2.13 times each. Quant Small Cap Fund multiplied the investors' lumpsum investment by 2.11 times in the said Long Term Equity Fund, the oldest ELSS fund, multiplied the lumpsum investment by 2.10 times in the last three years with a CAGR of 28.15% in the same period followed by Nippon India Multi Cap Fund and Sundaram Mid Cap Fund which multiplied the investments by 2.10 times India Prima Fund, one of the oldest mid cap funds, multiplied the investments by 2.08 times in the similar time frame. A lumpsum investment of Rs 1 lakh in the fund made three years ago would have been Rs 2.07 lakh now with a CAGR of 27.59% in the same period. Also Read | Global mutual funds slip as much as 3% — check the worst performers HDFC Small Cap Fund multiplied the same investment by 2.06 times and offered a CAGR of 27.20% in the same period. Mahindra Manulife Mid Cap Fund multiplied the lumpsum investment by 2.05 times. Two schemes from Invesco Mutual Fund - Invesco India Large & Mid Cap Fund and Invesco India Focused Fund - multiplied the lumpsum investment by 2.03 times and 2.01 times each. These schemes gave a CAGR of 26.60% and 26.27% respectively in the said time period. The last three schemes in list were from HDFC Mutual Fund - HDFC Flexi Cap Fund, HDFC Multi Cap Fund, and HDFC Focused 30 Fund - multiplied the lumpsum investments by 2.01 times each in the said time period. We considered all equity mutual funds. We considered regular and growth options. We calculated the lumpsum investments for the last three years between May 26, 2022 to May 26, the above exercise is not a recommendation. The exercise was done to find which equity funds have multiplied the investors' lumpsum investments by over two times in the last three years. One should not make investment or redemption decisions based on the above should always choose a scheme based on risk appetite, investment horizon, and goals. (Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times) If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts. Do share your questions on ETMFqueries@ alongwith your age, risk profile, and Twitter handle.
Economic Times
12-05-2025
- Business
- Economic Times
Best flexi cap mutual funds to invest in May 2025
Live Events Best flexi cap schemes to invest in May 2025 Parag Parikh Flexi Cap Fund HDFC Flexi Cap Fund (new addition) UTI Flexi Cap Fund PGIM India Flexi Cap Fund Aditya Birla Sun Life Flexi Cap Fund SBI Flexi Cap Fund Canara Robeco Flexi Cap Fund Many mutual fund investors, especially the new and inexperienced investors, are extremely concerned about the current volatility and uncertainties in the market. They don't know whether to bet on the large caps or mid cap or some others. Also, they wonder how they will know when to switch from one category to another when the market mood changes. Are you in the same boat? Here is an easy way out. You can consider investing in flexi cap mutual funds Flexi cap mutual funds offer the fund managers the freedom to invest across market capitalisations and sectors/themes. It means the fund managers can invest anywhere based on his outlook on the market. Flexi cap schemes are typically recommended to moderate investors to create wealth over a long period of time. Ideally, one should invest in these schemes with an investment horizon of five to seven said earlier, these schemes have the freedom to invest anywhere depending on the view of the fund manager. For example, he or she might invest more in large cap stocks. Or in a bull market she might invest more in mid cap or small cap stocks. Investors should be extremely careful about this aspect. Investors should make sure that they are choosing a scheme that is in line with their risk appetite. For example, some flexi cap schemes may be more conservative than others. It is for you to identify the one that suits your you are planning to invest in flexi cap funds, here are our recommendations. We will closely watch the performance of these schemes and update you about it every Birla Sun Life Flexi Cap Fund has been in the second quartile in the last two months. The scheme had been in the third quartile earlier. UTI Flexi Cap Fund has been in the fourth quartile for 24 months. Canara Robeco Flexi Cap Fund has been in the third quartile for 23 months. PGIM India Flexi Cap Fund has been in the fourth quartile for 15 months. HDFC Flexi Cap Fund has been in the first quartile in the last two months. Parag Parikh Flexi Cap Fund has been in the first quartile in the last two months. has employed the following parameters for shortlisting the equity mutual fund daily for the last three Exponent, H is used for computing the consistency of a fund. The H exponent is a measure of randomness of NAV series of a fund. Funds with high H tend to exhibit low volatility compared to funds. The H exponent is a measure of randomness of NAV series of a fund. Funds with high H tend to exhibit low volatility compared to funds with low H.i) When H = 0.5, the series of returns is said to be a geometric Brownian time series. This type of time series is difficult to When H is less than 0.5, the series is said to be mean When H is greater than 0.5, the series is said to be persistent. The larger the value of H, the stronger is the trend of the seriesWe have considered only the negative returns given by the mutual fund scheme for this measure.X = Returns below zeroY = Sum of all squares of XZ = Y/number of days taken for computing the ratioDownside risk = Square root of ZIt is measured by Jensen's Alpha for the last three years. Jensen's Alpha shows the risk-adjusted return generated by a mutual fund scheme relative to the expected market return predicted by the Capital Asset Pricing Model (CAPM). Higher Alpha indicates that the portfolio performance has outstripped the returns predicted by the returns generated by the MF Scheme =[Risk Free Rate + Beta of the MF Scheme * {(Average return of the index - Risk Free Rate}For Equity funds, the threshold asset size is Rs 50 crore
Time of India
02-05-2025
- Business
- Time of India
Planning to start SIP to buy a house in Bangalore? Experts offer help
Three Reddit users in the mutual fund community have sparked an online debate with starting their mutual fund investments of which two have a financial goal of buying an apartment in Bangalore within the next 5-10 years. #Pahalgam Terrorist Attack India's Rafale-M deal may turn up the heat on Pakistan China's support for Pakistan may be all talk, no action India brings grounded choppers back in action amid LoC tensions Out of these three users, two are above 30 years of age whereas one is 23 years old who has planned to start investment in two flexi cap funds - Parag Parikh Flexi Cap Fund and HDFC Flexi Cap Fund. Also Read | Can a Rs 1 lakh monthly SIP buy you a Bangalore apartment in 10 years? Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » Many users suggested investing in Nifty based index funds, balanced advantage funds, and to add gold funds as well. ETMutualFunds reached out to a few experts who offered help for the first time investors. Vishal Dhawan, CEO, Plan Ahead Wealth Advisors, a wealth management firm in Mumbai. To the first time or to young investors, Dhawan recommends that equity-oriented mutual funds could be a good asset for investment as they can benefit from compounding and at the same time gold should make up a certain portion of their investment, with a view to reducing portfolio volatility with low correlation with other asset classes. Live Events 'The allocation of gold can increase or decrease to a certain extent based on the key factors that affect gold and mutual funds,' he recommended. Sagar Shinde, VP of Research at Fisdom Shinde recommended that to begin their journey, new investors can even start with hybrid funds — which invest in both equities and debt — offering a more balanced, less volatile experience. He explained that SIPs (Systematic Investment Plans) in such funds help in developing a disciplined investment habit and gold, while a good hedge, should form only about 10–15% of the portfolio for diversification purposes, rather than being the primary investment choice. Also Read | Is buying Nifty 50 ETFs on every 1% dip a smart strategy? Mutual fund expert offers help Chethan Shenoy, Director and Head - Product & Research of Anand Rathi Wealth Limited 'For first-time or new investors, the first step would be to figure out your goals and investment horizon. Understand your risk and return objectives and then pick an appropriate asset allocation strategy to be followed in accordance with your risk and return appetite. A mix of equity and debt in the right proportions would be ideal, as they have low correlation with each other and provide portfolio diversification benefits,' Shenoy recommended. One should always make an investment decision based on investment horizon, risk appetite, and goals. If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts. Do share your questions on ETMFqueries@ along with your age, risk profile, and Twitter handle.
