Equity mutual funds deliver up to 55% return in one year. Do you own any?

Mutual fund investors seek schemes that offer superior long-term returns. ETMutualFunds conducted data analysis and found that equity mutual funds have delivered returns of up to 55% over the past year. During this period, there were 261 equity mutual funds.

Motilal Oswal Midcap Fund delivered the highest returns over the past year, with a gain of around 54.94%. Invesco India Focused Fund followed with a return of 49.56%, while Bandhan Small Cap Fund provided a return of 49.26% during the same period.



The next three schemes on the list were all from Motilal Oswal Mutual Fund. Motilal Oswal ELSS Tax Saver Fund delivered a return of 47.40%, followed by Motilal Oswal Large & Midcap Fund with a return of 43.77%, and Motilal Oswal Flexi Cap Fund, which offered a return of 43.02% during the mentioned period.

SBI Long Term Equity Fund, the oldest ELSS fund, delivered a return of 39.24% over the past year. Two schemes from Invesco Mutual Fund – Invesco India Contra Fund and Invesco India Large & Mid Cap Fund – returned 38.43% and 38.35%, respectively, during the same period.

Quant Small Cap Fund posted a return of 36.27%, while Tata Small Cap Fund delivered 35.93%. Kotak Emerging Equity Fund, the second-largest mid-cap fund based on assets, gave a 34.90% return.

HDFC Flexi Cap Fund and HDFC Focused 30 Fund offered returns of 34.63% and 34.56%, respectively. HDFC Mid-Cap Opportunities Fund, the largest mid-cap fund by assets, achieved a return of 31.77%.

Parag Parikh Flexi Cap Fund, the largest flexi-cap fund by assets, delivered a return of 28.18%. SBI Small Cap Fund returned 25.90%, while SBI BlueChip Fund, a leading large-cap fund, posted a return of 20.88% over the past year.

The last two schemes on the list were from Samco Mutual Fund. Samco ELSS Tax Saver Fund returned 10.85%, while Samco Flexi Cap Fund, the only scheme offering a single-digit return, gave 4.17%.

We considered all equity mutual funds, excluding sectoral and thematic funds, with regular and growth options. The performance was calculated for the last one year.

Note: The above exercise is not a recommendation. It was conducted to analyze how equity mutual funds have performed over the last year. Investment or redemption decisions should not be based solely on this analysis.

Investors should always consider their risk appetite, investment horizon, and financial goals before making any investment decisions.

(Disclaimer: Recommendations, suggestions, views, and opinions given by the experts are their own. These do not represent the views of The Economic Times)

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