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Tuesday, May 3, 2022

top 10 high return paying mutual funds in india

India's top ten high-yielding mutual funds



1. Axis Bluechip Fund is the mutual fund that invests in blue-chip stocks (Large-Cap)

Axis Mutual Fund, which has an AUM of INR 29,160.6 crore, invests in blue-chip stocks or large-cap stocks that are financially stable, less volatile than mid-cap small-cap stocks, and have sufficient liquidity. They are rated high risk, with a minimum investment of 500 rupees and a lump sum investment of 5000 rupees. The Axis Fund seeks to achieve long-term capital growth through a wide portfolio of investments and is appropriate for investors seeking long-term capital gain. The fund's 5-year return is 18.50 percent.


2. Canara Robeco Bluechip Equity


Canara Robeco Mutual Fund's equity mutual fund scheme, which has been available since 2013, aims to generate capital appreciation by primarily investing in companies with substantial market capitalization. The fund's current AUM (Asset Under Management) is INR 3,691.25, making it extremely risky, and the minimum SIP (Systematic Investment Plan) is INR 1000. While the returns are taxed at 15%, if the fund is redeemed before one year, the customer must pay 10% plus an additional tax on returns of 1+ in the financial year. The fund has a 5-year yield of 8%.


3. PGIM India Mid-Cap moment Fund 


The PGIM India Midcap Opportunities fund has an AUM of INR 2383.38 crore, with an expense ratio of 0.37 percent and a minimum SIP amount of INR 1000. While the minimum lump sum amount is INR 5000, there will be a 0.5 percent tax for units that exceed 10% of the investment if they are redeemed within 90 days. The PGIM India Midcap Opportunities Fund, which is classified as very high risk, is best suited for investors who want to invest for at least 3-4 years and expect substantial profits, with a 5-year CAGR of 21.23 percent.


4. Axis Mid-Cap Fund 

With a 13,834.27, the companies chosen for this fund's portfolio have high growth prospects to help with the investment goal of quick wealth c the Axis Fund is a moderately high risk, it's suitable for those looking to invest for 3-4 years and wish to receive high being a high-risk fund, investor also need to be prepared for the possibility of moderate losses in their fund has a 5-year of 21.13 percent and ideal for long-term goals such as education, retirement, and


5. Nippon India Small-Cap Fund 


Interested in concentrating on small-cap firms With a minimum SIP contribution of 100 and a lump sum investment of 5000, Nippon India Small-Fund is extremely risky, with an exit load of 1% if redeemed within a month. The fund was launched in 2013 and is appropriate for people with a bigger appetite for risk and larger profits. However, investors should expect moderate losses because the fund has a 5-year return of 23.61 percent.


6. SBI Small-Cap Fund


The small-cap has an expense ratio of 0.84 percent and a Net Asset Value of 102.68 as of August 16, 2021. The fund has a minimum SIP of 500 since it is extremely high risk. Growth and value investing are the both part of the stock picking near. The fund, which has a 5-year return of 23.31 percent, promises to provide investors with long-term wealth growth.


7. Parag Parikh Flexi-Cap Fund is a fund managed by Parag Parikh.


The Parag Parikh Flexi-cap fund, which has an AUM of INR 13,186.70 crore but an expense ratio of 0.89 percent, is rated extremely high risk. The fund has an exit load of 2% if redeemed within 365 days and 1% if redeemed between 366-730 days, with a minimum lump sum investment amount of $5,000. The fund is appropriate for people wishing to invest 3-4 years and offers a 5-year of 21.51 percent. It aims to produce long-term appreciation by investing largely in equities and equity-related instruments.


8. PGIM India Flexi-Cap Fund 


India -cap fund is exceptionally high risk and has an of 1,688.70. It aims to create income by the investing in an actively managed diversified portfolio. The fund, which was first made available to investors in March 2015, delivers large returns, but investors should be aware of small losses due to its high risk. The India cap fund had a 5-year return of 20.79 percent.


9. The Quantitative Tax Plan (ELSS)


An AUMINR 327.45 Plan intends to achieve capital appreciation by investing in growth-oriented equity shares. The fund has a minimum SIP commitment of 500 and a minimum lump sum investment of 500 and is rated extremely high risk. Section 1.5 of the returns will be exempt from tax, but there will be a three-year lock-in period. Returns in excess of 1.5 percent will be taxed at a rate of 10%. The fund's 5-year yield is 23.92 percent.


10. Mirae Asset Tax Saver Fund 


Mirae Asset Tax Saver Fund features a 0% exit load and a lower cost ratio than the category average, with a 0.48 percent expense ratio. The has a three-year lock-in period and is open to investment across markets because it is open-ended. Its adaptable methodology results in a diversified portfolio of companies that are both stable and have strong development potential. The Asset Tax Saver fund, with a 5-year return of 22.45%, is best suited for investors wishing to put their money in a three-year investment. The fund has two goals: tax savings and long-term wealth growth.

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