Key Points
Three equity schemes have offered more than 50% returns in the last three years..
Equity mutual funds are meant for long-term investments, say, five to seven years..
However, many investors look at the three-year returns of schemes..
We looked at the trailing returns and found that three equity schemes offered 53-62% returns in a three-year horizon...
That is why small cap schemes and sector/thematic schemes like commodity and infrastructure funds are not recommended to new and inexperienced investors..
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31, Mar, 23ETMutualFunds considered equity and equity-oriented schemes like large cap, mid cap, small cap, large & mid cap, multi cap, flexi cap, focused funds, aggressive hybrid funds, dynamic asset allocation/balanced advantage fund, and equity savings schemes for this study.
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25, Mar, 24We considered all equity categories such as large cap, mid cap, large & mid cap, multi cap, small cap, ELSS, flexi cap, focused fund, value, contra, sectoral and thematic funds. We calculated returns starting from March 8, 2023 to March 22, 2024. We considered all regular and growth option schemes.
These 15 equity schemes offered over 30% in 2023
23, Oct, 23We considered all equity schemes like large cap, mid cap, large & mid cap, small cap, ELSS, multi cap, flexi cap,focused fund, contra and value. We considered regular and growth options.
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21, Jun, 23Eight small cap funds offered more than 25% SIP returns. The list also features two mid cap funds, one ELSS fund, multi cap, and contra fund. None of the large cap schemes made it to the list.
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