Looking where to invest lumpsum for 3 years? These 5 mutual funds lead with 30% gains
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Planning to invest at once?
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 that gave over 30% gains. (Source: Value Research)
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Four gold based funds
SBI Gold Fund, Quantum Gold Savings Fund, UTI Gold ETF FoF and Axis Gold Fuhd delivered a CAGR of 36.03%, 36% and 35.94% respectively on lumpsum investments in the last three years. A lumpsum investment of Rs 1 lakh in these funds would have been Rs 2.51 lakh each.
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Motilal Oswal BSE Enhanced Value Index
Motilal Oswal BSE Enhanced Value Index Fund delivered a CAGR of 30.76% on lumpsum investments in the said time period. If an investor invested Rs 1 lakh in this fund, the value would have been Rs 3.11 lakh now.
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SBI Children’s Investment Plan
SBI Children’s Investment Plan delivered a CAGR of 25.44% on lumpsum investments in the said time period. If an investor invested Rs 1 lakh in this fund, the value would have been Rs 2.23 lakh now.
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Others in this time frame
Other mutual funds delivered CAGR ranging between 5.53% to 29.45% in the said time period. A lumpsum investment of Rs 1 lakh in these funds would have been between Rs 1.17 lakh to Rs 2.16 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.