Analysis

11 equity mutual funds deliver over 25% in 3 months. Do you own any?

Over 25% in 3 months
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Over 25% in 3 months
Around 11 equity mutual funds delivered over 25% in three months. There were 302 funds in the said time period. Here is a detailed breakup (Source: ACE MF)
Three with over 30% gain
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Three with over 30% gain
JM Small Cap Fund, Bank of India Small Cap Fund and TRUSTMF Small Cap Fund delivered 35.02%, 30.40%, and 30.34% respectively in the last three months.
Other three small caps
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Other three small caps
Motilal Oswal Small Cap Fund, Helios Small Cap Fund, ITI Small Cap Fund delivered 29.06%, 27.82% and 27.53% returns respectively in the last three months.
Two from Quant Mutual Fund
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Two from Quant Mutual Fund
Quant Value Fund and Quant Small Cap Fund posted a return of 26.39% and 26.17% respectively in the said time period.
Three with 25% gain
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Three with 25% gain
Invesco India Smallcap Fund, Quant Focused Fund, and HSBC Small Cap Fund delivered 25.90%, 25.75% and 25.12% returns respectively in the said time period.

Willing to invest?
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Willing to invest?
Do not go by historical returns. Always choose funds based on your risk appetite, investment horizon and financial goals.
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