57 equity mutual funds offer over 30% return in six months

Around 57 equity mutual funds have offered over 30% absolute return in the last six months. There were a total of 267 equity mutual funds in the said period.

The top toppers in the list were from mid cap category. Motilal Oswal Midcap Fund and Invesco India Midcap Fund gave 39.90% and 39.74% return respectively in the last six month horizon.



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The two next schemes in the list were from Motilal Oswal Mutual Fund. Motilal Oswal Large & Midcap Fund and Motilal Oswal ELSS Tax Saver Fund delivered 38.92% and 38.71% returns respectively in the said period.

Two small cap funds - LIC MF Small Cap Fund and Motilal Oswal Small Cap Fund - posted returns of around 37.98% and 37.28% respectively in the mentioned horizon. Tata Small Cap Fund gave 36.69% return. Kotak Small Cap Fund posted 33.93% return in the last six months.

Kotak Emerging Equity Fund, the second largest mid cap fund based on assets managed, offered 33.84% return in the said time period.

Franklin India Prima Fund, a mid cap fund, gave 33.51% return in a six month period. Invesco India Contra Fund delivered 33.46% return in the mentioned period. Sundaram Mid Cap Fund gave 32.25% return in the last six months.

Axis Midcap Fund and UTI Value Fund delivered 31.87% and 31.70% returns respectively in the said time period.

Motilal Oswal Large Cap Fund posted 31.66% return in the same time period. Nippon India Small Cap Fund, the largest small cap fund based on assets managed, delivered 31.19% return.

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Two schemes from JM Mutual Fund - JM Flexicap Fund and JM Value Fund - gave 30.49% and 30.48% returns respectively in the mentioned period. Old Bridge Focused Equity Fund, a focused fund, gave 30.12% return.

Among these 57 equity mutual funds, 19 were mid cap, 14 small cap, 5 large & mid and multi cap each, four flexi cap, three ELSS and focused each, two value, and one contra and large cap each.

We considered all equity schemes. We considered regular and growth options.

Note, the above exercise is not a recommendation. The exercise was done to find which equity mutual funds gave over 30% in the last six months. One should not make investment or redemption decisions based on the above exercise.

One should always consider risk appetite, investment horizon, and goals before making any investment decision.

If you are looking for recommendations, see:
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