Looking where to invest lumpsum for 3 years? These 5 mutual funds lead the chart
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Planning to deploy one time?
Are you planning to make lumpsum investments in mutual funds with an investment horizon of three years? Here are top 5 performers in the same period. (Source: Value Research)
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UTI Gold ETF FoF
UTI Gold ETF FoF gave the highest CAGR of 33.20%. A lumpsum of Rs 1 lakh in the fund would be Rs 2.36 lakh. The fund is assigned a four star rating.
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Quantum Gold Savings Fund
Quantum Gold Savings Fund delivered a CAGR of 33.06% on lumpsum investments in the last three years. A lumpsum investment of Rs 1 lakh made in this fund would have been Rs 2.35 lakh now. The fund is assigned a four star rating.
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SBI Gold Fund
SBI Gold Fund delivered a CAGR of 32.71% on lumpsum investments in the last three years. A lumpsum investment of Rs 1 lakh made in this fund would have been Rs 2.33 lakh now. The fund is assigned a four star rating.
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Axis Gold Fund
Axis Gold Fund delivered a CAGR of 32.25% on lumpsum investments in the last three years. A lumpsum investment of Rs 1 lakh made in this fund would have been Rs 2.31 lakh now. The fund is assigned a five star rating.
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Motilal Oswal BSE Enhanced Value Index Fund
Motilal Oswal BSE Enhanced Value Index Fund delivered a CAGR of 29.74% on lumpsum investments in the last three years. A lumpsum investment of Rs 1 lakh made in this fund would have been Rs 2.18 lakh now. The fund is assigned a five star rating.
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Others in this time frame
Other mutual funds delivered CAGR ranging between 5.08% to 27.65% in the said time period. A lumpsum investment of Rs 1 lakh in these funds would have been between Rs 1.16 lakh to Rs 2.08 lakh.
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Considered universe
We considered all mutual funds that have marked their presence in the said time period. It includes equity, debt, passive, and commodity based funds.