Latest news with #MotilalOswalMidcapFund
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.
Time of India
21-05-2025
- Business
- Time of India
27 equity mutual funds offer over 25% CAGR in both 3 and 5 years. Have you added any to your portfolio?
Live Events Around 27 equity mutual funds have offered over 25% CAGR in both the last three and five years. There were around 199 equity mutual funds that completed five years of existence in the these 27 schemes, the maximum schemes were from HDFC Mutual Fund. There were around five schemes from the fund house, followed by three each from Invesco Mutual Fund, Motilal Oswal Mutual Fund, and Nippon India Mutual Fund. Two schemes each from Bandhan Mutual Fund, Franklin Templeton Mutual Fund, and JM Mutual Fund. Seven other fund houses had one scheme Read | Over 260 debt mutual funds beat fixed deposits rate in 2 years. Should you switch? Bandhan Core Equity Fund and Bandhan Small Cap Fund offered over 25% CAGR in both the last three and five years. Edelweiss Mid Cap Fund offered 27.45% and 34.46% CAGR in the last three and five years, and small cap funds from Franklin Templeton Mutual Fund - Franklin India Prima Fund and Franklin India Smaller Cos Fund - offered over 25% CAGR in the said schemes from HDFC Mutual Fund - HDFC ELSS Tax saver , HDFC Flexi Cap Fund, HDFC Focused 30 Fund, HDFC Mid-Cap Opportunities Fund, and HDFC Small Cap Fund - featured in the list of equity schemes that have offered over 25% CAGR in the said Value Fund gave 25.59% and 31.32% CAGR in the last three and five years respectively. Three funds from Invesco Mutual Fund - Invesco India Large & Mid Cap Fund, Invesco India Midcap Fund, and Invesco India Smallcap Fund gained over 25% in the mentioned time Flexicap Fund and JM Value Fund delivered over 25% CAGR in the same time periods. Mahindra Manulife Mid Cap Fund, the only scheme from Mahindra Manulife Mutual Fund, featured in the schemes - Motilal Oswal ELSS Tax Saver Fund, Motilal Oswal Large & Midcap Fund, and Motilal Oswal Midcap Fund - offered CAGR over 25% in the said time periods. Three schemes from Nippon India Mutual Fund were there in the list of schemes that gave over 25% CAGR in both the horizons. Quant Small Cap Fund offered 26.33% and 49.62% CAGR in the last three and five years, respectively. SBI Long Term Equity Fund, the oldest ELSS fund, offered 27.72% and 30.30% CAGR in the last three and five years, Read | HDFC Bank, Eternal among stocks bought and sold by SBI Mutual Fund in April Sundaram Mid Cap Fund offered 26.92% and 31.28% CAGR in the last three and five years, these 27 funds, Motilal Oswal Midcap Fund has offered the highest CAGR of around 31.93% in the last three years, whereas within the same universe, Quant Small Cap Fund has offered the highest CAGR of 49.62% in the last five considered all equity mutual fund categories. We considered regular and growth options. We calculated the CAGR over the last three and five the above exercise is not a recommendation. The exercise was done to find which equity schemes have offered over 25% CAGR in the last three and five years both. One should not make investment or redemption decisions based on the above should always invest based on their 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)
