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Top 5 High Return Mutual Funds

If you are looking for top performing investment opportunity. Don't miss to invest in this top 5 high returned mutual fund.

MUTUAL FUND

CA Narendra Rajpoot

11/23/20244 min read

1. SBI PSU Fund

  • Returns - The SBI PSU Direct Plan Growth is a large-cap fund that has delivered an impressive 36.46% annualized return over the past 3 years.

  • Investment sector - This fund specifically invests in 25 companies across various sectors, including energy, financials, capital goods, insurance, and metals & mining.

  • Over the past 5 Years - If you're looking to invest in a solid fund, this could be a great option to start your SIP. This fund has delivered a 210% return over the last 5 years and has consistently maintained a top rank in terms of returns. You can invest in this fund based on your risk tolerance.

  • Pros - One of the key advantages of this fund is its consistent top rankings, along with a low expense ratio of just 0.76%, making it an attractive choice for long-term investors.

  • Cons - 5 Years and and 10 Years annualized return lower than category average.

2. Aditya Birla Sun Life PSU Equity Fund Direct Growth

  • Returns - The Aditya Birla Sun Life PSU Equity Fund Direct Growth is a large-cap fund that has delivered an impressive 35.30% annualized return over the past 3 years.

  • Investment sector - This fund specifically invests in 36 companies across various sectors, including energy, financials, capital goods, and metals & mining etc.

  • Over the past 3 Years - If you're looking to invest in a solid fund, this could be a great option to start your SIP. This fund has delivered a 62.72% return over the last 3 years and has consistently maintained a top rank in terms of returns. You can invest in this fund based on your risk tolerance.

  • Pros - One of the key advantages of this fund is its consistent top rankings, along with a low expense ratio of just 0.54%, making it an attractive choice for long-term investors.

  • Cons - 1 Years and and 3 Years annualized return lower than category average.

3. ICICI Prudential BHARAT 22 FOF Direct Growth

  • Returns - The ICICI Prudential BHARAT 22 FOF Direct Growth is a large-cap fund that has delivered an impressive 35.12% annualized return over the past 3 years.

  • Investment sector - This fund specifically invests in BHARAT 22 ETF - ICICI Prudential AMC, which includes tobacco sector, construction sector, energy , electrical utilities, banks, metal & mines, aerospace and defense, oil gas & fuel etc.

  • Over the past 5 Years - If you're looking to invest in a solid fund, this could be a great option to start your SIP. This fund has delivered a 131.59% return over the last 5 years and has consistently maintained a top rank in terms of returns. You can invest in this fund based on your risk tolerance.

  • Pros - One of the key advantages of this fund is its consistent top rankings, along with a low expense ratio of just 0.12%, making it an attractive choice for long-term investors.

  • Cons - Limited exposure to private exposure growth.

4. Motilal Oswal Midcap Fund Direct Growth

  • Returns - The Motilal Oswal Midcap Fund Direct Growth is a Mid cap fund that has delivered an impressive 35.02% annualized return over the past 3 years.

  • Investment sector - This fund specifically invests in 26 companies across various sectors, including automobile, technology, capital goods, consumer discretionary, healthcare, services etc.

  • Over the past 5 Years - If you're looking to invest in a solid fund, this could be a great option to start your SIP. This fund has delivered a 160.50% return over the last 5 years and has consistently maintained a top rank in terms of returns. You can invest in this fund based on your risk tolerance.

  • Pros - One of the key advantages of this fund is its consistent top rankings, along with a low expense ratio of just 0.57%, making it an attractive choice for long-term investors.

  • Cons - Mid-cap stocks are generally more volatile than large-cap stocks. Compared to large-cap stocks, mid-cap stocks may face liquidity issues, meaning it could be harder to buy or sell them at favorable prices. Mid-cap funds, including the Motilal Oswal Midcap Fund, often have a higher expense ratio compared to large-cap funds. Focusing on very less companies.

5. Invesco India PSU Equity Fund Direct Growth

  • Returns - The Invesco India PSU Equity Fund Direct Growth is a large-cap fund that has delivered an impressive 33.89% annualized return over the past 3 years.

  • Investment sector - This fund specifically invests in 24 companies across various sectors, including energy, financials, capital goods, insurance, and metals & mining.

  • Over the past 5 Years - If you're looking to invest in a solid fund, this could be a great option to start your SIP. This fund has delivered a 124.54% return over the last 5 years and has consistently maintained a top rank in terms of returns. You can invest in this fund based on your risk tolerance.

  • Pros - One of the key advantages of this fund is its consistent top rankings making it an attractive choice for long-term investors.

  • Cons - 3Y annualised returns lower than category average by 2.52% and Expense ratio is 0.79%.