21 equity mutual fund schemes offer over 20% in 10 years (2024)

FAQs

Which mutual fund has a 20% return? ›

Here is the list of schemes that gave more than 20% return in all four horizons, according to a performance chart by ACE MF. These eight schemes were from Quant Mutual Fund, Axis Mutual Fund, Nippon India Mutual Fund, and SBI Mutual Fund.

10-year-returns (%)

As we can see in the table above, the top-performing small cap fund (Quant Small Cap) has delivered 39.06 percent annualised return in the past 10 years. This is followed by Bank of India Small Cap Fund (31.68%), Nippon India Small Cap Fund (30.88%) and Edelweiss Small Cap Fund (28.50%).

It states that you should invest in no more than 20 mutual funds and no more than 25% of your portfolio in any one fund. This rule helps you avoid overexposure to a single fund or sector, and reduces the complexity and cost of managing your investments too.

What is a good ROI? While the term good is subjective, many professionals consider a good ROI to be 10.5% or greater for investments in stocks. This number is the standard because it's the average return of the S&P 500 , an index that serves as a benchmark of the overall performance of the U.S. stock market.

You also have n = 10 years or 120 months. FV = Rs 1,84,170. So, the future value of a SIP investment of Rs 1,000 per month for 10 years at an estimated rate of return of 8% is Rs 1,84,170.

If you invest Rs 1000 for 20 years , if we assume 12 % return , you would get Approx Rs 9.2 lakhs. Invested amount Rs 2.4 Lakh.

What is the 80 20 rule in mutual funds? ›

In investing, the 80-20 rule generally holds that 20% of the holdings in a portfolio are responsible for 80% of the portfolio's growth. On the flip side, 20% of a portfolio's holdings could be responsible for 80% of its losses.

Jiral Mehta, Senior Research Analyst, FundsIndia said that in this strategy, if you invest Rs 10,000 every month, assuming annual returns of 12 per cent, it takes 8 years to reach the Rs 16 lakh maturity amount.

An equity fund is a mutual fund scheme that invests predominantly in equity stocks. In the Indian context, as per current SEBI Mutual Fund Regulations, an equity mutual fund scheme must invest at least 65% of the scheme's assets in equities and equity related instruments.

Unless you are very well versed with the markets and have expert knowledge about mutual funds, a good rule of thumb would be to own: Large Cap Mutual Funds: Up to 2. Maybe 3 at best. Beyond that, it doesn't make sense as there will be a great overlap in the shares owned by your mutual funds.

Equity funds provide investors with several benefits, including diversification, professional management, and the potential for superior returns. These funds also come with risks associated with stock market volatility and losses.

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. 1. Two debt mutual funds deliver over 7% return in one year. Should you break your bank FD?

Around 27 equity mutual funds have offered more than 15% return in the last five years based on daily rolling returns, an analysis of performance showed. There were around 185 equity mutual funds that completed five years. Top five schemes in the list were from the small cap category.