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Friday, March 25, 2022

top 10 high return paying mutual funds in india

  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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