Latest news with #MotilalOswalMidcapFund
Economic Times
3 days ago
- Business
- Economic Times
These 11 mutual funds gave over 30% CAGR in 3 years. Do you hold any?
An analysis of approximately 230 equity funds reveals that around 11 delivered over 30% CAGR in the last three years. An analysis reveals that approximately eleven equity mutual funds gave returns of over 30% in the last three years. Quant Small Cap Fund and Nippon India Small Cap Fund were the top performers. Motilal Oswal Midcap Fund and Quant Mid Cap Fund also delivered strong returns. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads What is rolling return in mutual funds? Around 11 equity mutual funds delivered over 30% CAGR in the past three years based on daily rolling returns , according to an analysis by ETMutualFunds. The study considered approximately 230 equity funds over the same period using the stated top two performers belonged to the small-cap category. Quant Small Cap Fund led the pack, delivering a stellar 40.36% CAGR over the three years, followed by Nippon India Small Cap Fund, which posted a CAGR of 34.52%, both based on daily rolling returns Also Read | Multi asset mutual funds beat other hybrid funds in 1 & 3 years. Should they be in your portfolio? The next two funds on the list were mid-cap schemes. Motilal Oswal Midcap Fund and Quant Mid Cap Fund delivered a CAGR of 32.59% and 31.52%, respectively, over the three-year period based on daily rolling were followed by three small-cap funds. HSBC Small Cap Fund posted a CAGR of 31.17%, while Tata Small Cap Fund and Bank of India Small Cap Fund delivered 30.80% and 30.59%, respectively, based on the same metric. SBI Contra Fund , the largest and oldest contra fund in India, reported a CAGR of 30.36% over the same period, followed by three more small-cap schemes: Canara Robeco Small Cap Fund (30.20%), HDFC Small Cap Fund (30.05%), and Franklin India Small Cap Fund (30.03%).All other funds in the study posted a CAGR ranging between 11.64% and 29.93% over the three years based on daily rolling them, Quant Flexi Cap Fund delivered a strong 29.93% CAGR, while Edelweiss Mid Cap Fund and SBI Midcap Fund posted 27.26% and 26.19%, ELSS Tax Saver Fund, the oldest ELSS scheme in the market, generated a CAGR of 24.78%, while Parag Parikh Flexi Cap Fund, the largest active and flexi cap fund, delivered 21.96% CAGR over the same Birla SL ELSS Tax Saver Fund was the last fund on the list to deliver a double-digit CAGR, offering 11.64% over the past three years based on daily rolling Focused Fund and Samco Flexi Cap Fund delivered single-digit returns, with a CAGR of 9.48% and 2.65%, respectively, during the same analysis considered all equity mutual funds in their regular and growth options, and calculated their daily rolling returns over the past three This is not a recommendation. The exercise was purely data-driven, aiming to identify equity mutual funds that delivered over 30% CAGR over the last three years based on daily rolling are advised not to make investment or redemption decisions solely based on this analysis. Investment choices should always align with individual risk appetite, investment horizon, and financial return is the average annualized return of a fund calculated over a specified time frame, rolled forward on a daily, monthly, or yearly basis. Unlike trailing returns, which are point-to-point, rolling returns provide a more consistent and comprehensive view of a fund's performance across different market metric helps assess return consistency, offering insights into both bull and bear phases, and is considered one of the most reliable ways to evaluate a mutual fund's long-term returns carry a recency bias and reflect performance only for a specific time frame, making them sensitive to the start and end dates. In contrast, rolling returns measure a fund's absolute and relative performance across multiple periods, offering a more consistent and unbiased view.
Economic Times
01-08-2025
- Business
- Economic Times
International mutual funds beat domestic funds with up to 10% returns in July. What should mutual fund investors do now?
International mutual funds outperformed domestic ones in July, with some delivering returns up to 10%. International mutual funds have outperformed their domestic counterparts in the month of July with up to 10% return, an analysis of performance by ETMutualFunds showed. There were around 564 funds in the mentioned time period, 134 gave positive returns, 429 gave negative returns and one fund failed to generate return. Among the top 20 performers, 18 were international funds and two were pharma and healthcare sector based funds. Mirae Asset S&P 500 Top 50 ETF FoF, the topper in the said time period, posted a return of 9.77%. DSP Global Clean Energy FoF offered a return of 8.67% in July, followed by Mirae Asset NYSE FANG+ETF FoF which gave 8.51% return in the similar time period. Also Read | Quant Small Cap Fund, Motilal Oswal Midcap Fund among 12 equity mutual funds to offer over 300% absolute returns in 5 years Two greater China based funds - Axis Greater China Equity FoF and Edelweiss Gr China Equity Off-Shore Fund - delivered 8.48% and 7.45% returns respectively in July. Mirae Asset Global Electric & Autonomous Vehicles Equity Passive FOF posted a return of 7.21% in the mentioned time period. HDFC Pharma and Healthcare Fund, a pharma and healthcare sector based fund, delivered a return of 6.18% in the said time period. Mirae Asset Hang Seng TECH ETF FoF delivered a return of 6.09% in NASDAQ based funds - Kotak NASDAQ 100 FoF, Axis NASDAQ 100 FoF, and Motilal Oswal Nasdaq 100 FOF - have delivered a return of 5.88%, 5.78%, and 5.73% respectively in funds from DSP Mutual Fund - DSP World Mining FoF and DSP Healthcare Fund - offered a return of 4.50% each in the mentioned period. HDFC Small Cap Fund delivered a return of 0.66% in the similar time frame. Mirae Asset Small Cap Fund and Helios Flexi Cap Fund posted 0.42% return each in the month of July. Three funds - Baroda BNP Paribas Aqua FoF, Bandhan Small Cap Fund, and Axis Innovation Fund - posted a return of 0.16% each in the said time BNP Paribas Innovation Fund was the last one to offer a positive return of around 0.01% in July. ICICI Prudential MNC Fund did not post any return in the mentioned period. Based on the data, the fund gave 0.00% return. HDFC Defence Fund, the only active fund based on defence sector, lost the most of around 9.67% in the said time period. HSBC Brazil Fund, an international fund, lost 6.63% in July. Also Read | NFO Insight: Can this multi asset allocation fund help diversify your portfolio? Six funds based on the technology sector lost between 4.61% to 5.36% in said time period. Old Bridge Focused Fund lost 4.51% in the mentioned period. SBI Midcap Fund delivered a negative return of 2.85% in the mentioned time frame. Motilal Oswal Midcap Fund delivered a negative return of 2.64% in the month of funds from Quant Mutual Fund - Quant Manufacturing Fund, Quant Large Cap Fund, Quant Infrastructure Fund - lost 2.18%, 2.18%, and 2.17% respectively in the month of July. Quant Mid Cap Fund and Quant Momentum Fund lost 2.03% and 2.02% respectively in the mentioned time largest and oldest contra fund, SBI Contra Fund, delivered a negative return of 1.90% in the said time horizon. Nippon India Small Cap Fund, the largest small cap fund based on assets managed, lost 1.60% in Small Cap Fund delivered a negative return of 1.31% in July, followed by HDFC Flexi Cap Fund which lost 1.31% as Manufacture in India Fund and DSP Midcap Fund lost the lowest of around 0.05% each in July. An expert is of the opinion that with equity valuations continuing to be at premium and heightened uncertainty on tariff front, investors in equity mutual funds may wish to avoid lumpsum investments but invest through SIPs and STPs. 'Overvaluations are excessive in mid and small caps and investors may prefer to book profits in those segments . Debt investors may prefer to stay at the shorter end of the yield curve as RBI may not cut interest rates due to the rise in core inflation,' Vishal Dhawan, CEO, Plan Ahead Wealth Advisors, a wealth management firm in Mumbai told considered all equity mutual funds including sectoral and thematic funds. We considered regular and growth options. We calculated the performance from July 1 to July 30. Also Read | Markets will hope for a 'TACO' trade if better senses prevail: Nilesh Shah of Kotak Mutual Fund Note, the above exercise is not a recommendation. The exercise was done to evaluate the performance of equity mutual funds in the month of July. One should not make investment or redemption decisions based on the above should always consider risk appetite, investment horizon, and goals before making any investment decisions. (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.
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.
Time of India
26-05-2025
- Business
- Time of India
30 equity mutual funds multiply lumpsum investments by over 2 times in 3 years
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. Play Video Pause Skip Backward Skip Forward Unmute Current Time 0:00 / Duration 0:00 Loaded : 0.00% 0:00 Stream Type LIVE Seek to live, currently behind live LIVE Remaining Time - 0:00 1x Playback Rate Chapters Chapters Descriptions descriptions off , selected Captions captions settings , opens captions settings dialog captions off , selected Audio Track default , selected Picture-in-Picture Fullscreen This is a modal window. Beginning of dialog window. Escape will cancel and close the window. 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TheFactualist Undo 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. Live Events 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 period. SBI 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 each. Franklin 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, 2025. Note, 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 exercise. One 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
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.
