HDFC Mid-Cap Opportunities Fund, Kotak Emerging Equity Fund, SBI Magnum Midcap Fund, and Invesco India Mid Cap Fund also feature among the top performers. These funds exhibit strong potential for growth and are favored choices for investors seeking exposure to mid-cap stocks within the mutual fund space.
Here are 5 mutual fund schemes with highest 3-year returns along with their expense ratios: Quant Small Cap Fund(G) tops the chart with over 39% returns followed by Quant Mid Cap Fund(G), Nippon India Small Cap Fund(G), Quant Flexi Cap Fund(G) and Motilal Oswal Midcap Fund-Reg(G) in the same pecking order.
Fund Performance: The Tata Hybrid Equity Fund has given 17.17% annualized returns in the past three years and 14.41% in the last 5 years. The Tata Hybrid Equity Fund comes under the Hybrid category of Tata Mutual Funds.
The Tata India Tax Savings Fund is an open-ended equity linked tax saving scheme (ELSS) with a compulsory lock-in period of three years. It has the dual advantage of Tax Benefit under Section 80C of the Income Tax Act and the opportunity to catch the long-term upside potential of the Indian equity market.
The Group has always believed in returning wealth to the society that it serves. Thus, nearly two-thirds of the equity of Tata Sons, the Group's promoter company, is held by philanthropic trusts. Established in 1994, Tata mutual fund has a track record of more than 24 years in investment management.
Step 2 - Complete your e-KYC and upload the required documents to open your investor account. Step 3 - Select the mutual fund scheme in which you want to make SIP investments. Step 4 - Enter the SIP amount and select the date on which you want to make your investments.
SIP is a simple method of investing used across the world.
A Systematic Investment Plan helps you invest a fixed amount regularly at a specified frequency say, monthly or quarterly. So, what are you waiting for? Start a Tata SIP today with minimum amount can be as low as โน150 per month.
Yes , It returns more than 60% in last one year. Tata Digital India mutual fund invest more on IT companies, Due to rupee value life time low IT companies are more benefited. I recommend to invest in this fund but only SIP not Lumpsum.
โYou can add a Tata Power which will be the best power play on the private side but do not miss this basket of REC, PFC, NTPC, and Coal India and add an NMDC. If you bought these five stocks as SIP, you will be richly rewarded for the next six months but add Tata Power in that basket.โ
Introduction: My name is Merrill Bechtelar CPA, I am a clean, agreeable, glorious, magnificent, witty, enchanting, comfortable person who loves writing and wants to share my knowledge and understanding with you.
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