top 10 high return paying mutual funds in india
1. Axis Bluechip Fund (Large-Cap)
Launched by Axis Mutual Fund, the Axis Fund currently has an AUM of INR 29,160.6 crore and invest in blue-chip stocks or stocks large that are financially stable and established. While they less volatile than mid-cap small-cap stocks and have sufficient liquidity, they are rated high risk and the minimum SIP is set to 500 with the minimum lump sum investment to 5000. The Axis Fund aims to generate long-term capital growth through investment in diverse portfolio and is suitable for investors who are looking for long-term capital appreciation. The 5-year the fund is 18.50%.
2. Equity Fund (Large-Cap)
An equity mutual fund scheme launched by Mutual Fund, this scheme has been available since 2013 and seeks to provide capital appreciation by mainly investing in companies having large market . With current Asset Under Management ) of 3,691.25 , the fund is rated extremely high risk and the minimum SIP (Systematic Investment Plan) is set 1000. While returns are taxed 15% if the fund is redeemed before one year, customer are required to pay 10% along with an tax on the returns of 1 + in financial year. The fund offers 5-year 08%.
3. PGIM India Mid-Cap Opportunities Fund
With an expense ratio of 0.37% and a minimum SIP amount of 1000, the PGIM India Opportunities fund currently has an AUM of INR 2383.38 cr. While the minimum lump sum amount is 5000, for units crossing 10% of the investment, 0.5% will be the levied charges for redemption within 90 day. Classified as very high risk, the India Opportunities Fund is best suited for investors who aim to invest for at least 3-4 years and are seeking high return, and have a 5-year of 21.23%.
4. Axis Mid-Cap Fund
Having 13,834.27 , the companies chosen for the portfolio this fund are the ones with high growth prospects to assist the investment goal quick wealth creation. While the Axis Fund is a moderately high risk, it’s suitable for those looking to invest for 3-4 year and wish receive high return. However, being a high-risk fund, investor also need be prepared for the possibility of moderate losses in their investment. fund has a 5-year of 21.13% and is ideal for long-term goal such education, retirement, etc.
5. Nippon India Small-Cap Fund
Looking to focus on small-cap companies across sector, the Nippon India Small-cap Fund is extremely high risk with minimum SIP investments set to 100 while the lump sum investment is 5000 with an exit load of 1% if redeemed within month. Made available to investor in 2013, the fund is ideal for those with greater risk appetite and are expecting higher returns although investor need be ready for moderate losses owing to the risk factor. The fund offer a 5-year of 23.61%.
6. Small-Cap Fund
With a Net Asset Value 102.68 as of 16th Aug 2021, the small-cap fund has an 9,620.21 with an expense ratio of 0.84%. Being extremely high risk, fund has a minimum SIP of 500. The stock selection strategy include both and value investing. Providing a 5-year of 23.31%, the fund aims provide investors with for long-term wealth growth.
7. Parag Parikh Flexi-Cap Fund
Rated extremely high risk, the -cap fund has an 13,186.70 cr but has expense ratio of 0.89%. With a minimum lump sum investment amount of 5000, the fund comes with an exit load of 2% if redeemed within 365 days and 1% if redeemed between 366-730 day. Aiming to achieve long-term capital appreciation investing primarily in equity and equity-related instrument, the fund is suitable for those looking invest for 3-4 years and offers a 5-year of 21.51%.
8. India -Cap Fund
Aiming to generate income by investing in an actively managed diversified portfolio, the India -cap fund is extremely high risk and has an of 1,688.70 Having been made available to investor in March 2015, the fund offers high return but investors need to be wary of experiencing moderate losses due to high-risk nature. The India cap fund offer a 5-year of 20.79%.
9. t Tax Plan (
With an 327.45 Plan seeks to generate capital appreciation by investing in equity shares that display growth potential. Rated extremely high risk, fund has a minimum SIP investment and minimum lump sum investment of 500. Under Section up to 1.5 on the return will be exempted from tax but the fund requires a lock-in period of 3 year. Returns over 1.5 will be taxed at 10%. The fund offera 5-year of 23.92%.
10. Mirae Asset Tax Saver Fund (
Having a low expense ratio of just 0.48%, the e As Tax Saver Fund has a zero exit load with higher returns than the category average. Being open-ended , the fund comes with a lock-in period 3 years and is open to investing across market Its flexible approach offer a diversified portfolio containing stable, established companies and show high growth potential. With 5-year of 22.45%, the Asset Tax Saver fund is best suited for investor looking to place their money in an investment 3 year. The fund serve dual purpose – tax-saving and long-term wealth creation.
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