These equity mutual funds gave over 30% return in three years. Have you invested in any? - ​MF Watch (2025)

FAQs

Can you get 30% return on mutual funds? ›

Synopsis. Around 15 equity mutual funds have outperformed with over 30% CAGR in three years. Notable funds include Quant Small Cap Fund, Motilal Oswal Midcap Fund, and Nippon India Small Cap Fund. Performance comparison against benchmarks is crucial.

Here are 5 mutual fund schemes with highest 3-year returns along with their expense ratios: Quant Small Cap Fund(G) tops the chart with over 39% returns followed by Quant Mid Cap Fund(G), Nippon India Small Cap Fund(G), Quant Flexi Cap Fund(G) and Motilal Oswal Midcap Fund-Reg(G) in the same pecking order.

Returns 3Y: These are the annualised returns you would have gotten if you had invested in this fund 3 years ago. We update it on daily basis based on the latest NAV. Risk: It is calculated using Standard Deviation (variation of returns from its mean).

Diversification: Investing in a well-diversified portfolio of mutual funds through a 3-year SIP plan can help mitigate risk and provide exposure to different asset classes and sectors.

30% gains are good, it depends on the amount of risk you are willing assume. But you cant become complacent, you can always do better, however be cautious when chasing gains, you can set yourself up for a big loss. Some savvy investors are making over 40%, it all depends on the amount of time you are willing to spend.

A good return on investment is generally considered to be around 7% per year, based on the average historic return of the S&P 500 index, adjusted for inflation. The average return of the U.S. stock market is around 10% per year, adjusted for inflation, dating back to the late 1920s.

The SIP calculator will show that after investing Rs. 5,000 per month for 5 years at a 12% annual return, you will receive a final amount of Rs. 4,12,432. Be aware that the total amount you invested over 5 years is Rs. 3,00,000.

Understanding ELSS redemption

ELSS Mutual Funds come with a lock-in period, typically three years. During this lock-in period, investors cannot redeem or withdraw their investments. However, once the lock-in period is over, investors have the flexibility to redeem their ELSS units.

Can you withdraw from mutual funds? ›

Yes, you can withdraw money from most mutual funds anytime, unless they have a lock-in period. What is the right time to redeem mutual funds? The right time to redeem mutual funds depends on your financial goals and the performance of the fund.

If you hold shares in a taxable account, you are required to pay taxes on mutual fund distributions, whether the distributions are paid out in cash or reinvested in additional shares.

The top performing mutual funds over the last three years include Nippon India Small Cap Fund, Quant Small Cap Fund, HSBC Small Cap Fund, Tata Small Cap Fund, and ICICI Pru BHARAT 22 FOF. Each of these funds has demonstrated significant growth and strong returns in their respective categories. 3.

A monthly SIP for three years would translate into an investment of Rs 18,000. Mirae Asset Focused Fund-Reg(G) is another scheme which has given less than 10% XIRR returns.

Mutual funds have sales charges, and that can take a big bite out of your return in the short run. To mitigate the impact of these charges, an investment horizon of at least five years is ideal.

Seven equity mutual funds yielded over 20% returns in five years based on daily rolling analysis. Of 187 funds with five-year track records, top performers were small-cap-focused. Bank of India Small Cap Fund led with a 31.22% return, followed by Edelweiss Small Cap Fund at 28.69%.

Historically average around 9% to 12% annually. Subject to market volatility but offer potential for higher returns.

The average mutual fund return varies between 5%-15%, depending on the category of mutual funds. It is important to note that this is just a ballpark range, not the exact return from mutual funds. Mutual fund returns vary based on market conditions, and so does the average annual return.