Best Performing Mutual Funds of the year 2017
The year 2007 remains good for the mutual fund industry and for mutual fund investors as well. Many mutual funds gave high returns to its investors during the year 2017. In fact, mutual funds were in limelight throughout the year for providing the best investment options for the creation of wealth.
Best Performing Mutual Funds of the year 2017
Most of the mutual fund
investors have
the habit of searching for best performing mutual fund schemes
before investing in mutual funds. Today, I will share some best performing mutual funds of the year 2017. Five
best performing mutual funds from each category are included in the list. These
mutual funds are shortlisted based on their one-year
returns. However, the mutual funds included in the list have asset
size - 100 Cr or above.
Large Cap Mutual Funds
Large Cap Fund is an open ended equity scheme predominantly
investing in large cap stocks. Minimum
investment in equity & equity related instruments of large cap companies is 80% of total assets.
Equity: Large Cap - Return One Year
|
|
Scheme Name
|
1 - Year Return (%)*
|
Reliance Vision Fund
|
41.39
|
Invesco India Growth Fund
|
39.62
|
JM Multi Strategy Fund
|
39.49
|
Mirae Asset India Opportunities Fund
|
38.58
|
Reliance Top 200 Fund
|
38.42
|
*As on 29/12/2017 Data
Source: Value Research Online
|
|
Multi Cap Mutual
Funds
Multi Cap Fund
is an open ended equity scheme investing
across large cap, mid cap, small cap
stocks. Minimum investment in equity & equity related instruments is 65% of
total assets.
Equity: Multi Cap
- Return One Year
|
|
Scheme Name
|
1 - Year Return (%)*
|
IDFC Focused Equity Fund
|
54.42
|
Tata Retirement Savings Fund
|
49.11
|
Principal Growth Fund
|
48.73
|
Principal Dividend Yield Fund
|
46.6
|
Reliance ETF Junior BeES
|
46.3
|
*As on 29/12/2017 Data
Source: Value Research Online
|
|
Mid Cap Mutual Funds
Mid Cap Fund is an open ended equity scheme predominantly
investing in mid cap stocks. Minimum
investment in equity & equity related instruments of mid cap companies is 65% of total assets.
Equity: Mid Cap - Return One Year
|
|
Scheme Name
|
1 - Year Return (%)*
|
IDFC Sterling Equity Fund
|
61.34
|
Aditya Birla Sun Life Pure value Fund
|
56.04
|
L&T Midcap Fund
|
52.33
|
Edelweiss Mid and Small Cap Fund
|
52.25
|
Canara Robeco Emerging Equities Fund
|
52.05
|
*As on 29/12/2017 Data
Source: Value Research Online
|
|
Small Cap Mutual Funds
Small Cap Fund is an open ended equity scheme predominantly
investing in small cap stocks. Minimum
investment in equity & equity related instruments of small cap companies is
65% of total assets.
Equity: Small Cap - Return One Year
|
|
Scheme Name
|
1 - Year Return (%)*
|
SBI Small & Midcap Fund
|
78.66
|
L&T Emerging Businesses Fund
|
66.5
|
Reliance Small Cap Fund
|
62.97
|
HDFC Small Cap Fund
|
60.75
|
HSBC Midcap Equity Fund
|
60.41
|
*As on 29/12/2017 Data
Source: Value Research Online
|
|
Tax Saving Mutual Funds (ELSS)
ELSS is an open ended equity linked saving scheme with a
statutory lock in of 3 years and tax benefit. Minimum investment in equity &
equity related instruments is 80% of total assets.
Equity: Tax Saving (ELSS) - Return One Year
|
|
Scheme Name
|
1 - Year Return (%)*
|
BOI AXA Tax Advantage Fund
|
57.66
|
IDFC Tax Advantage (ELSS) Fund
|
53.35
|
Principal Tax Savings Fund
|
48.8
|
Mirae Asset Tax Saver Fund
|
47.88
|
Reliance Tax Saver (ELSS) Fund
|
46.04
|
*As on 29/12/2017 Data
Source: Value Research Online
|
|
You may also like to read: Best mutual funds to invest in 2018
You may also like to read: How to start a SIP?
You may also like to read: Benefits of SIP | Advantages of SIP
You may also like to read: Loan against mutual funds?
If you liked this article, share it with your friends and colleagues through social media. Your opinion matters, please share your comments.
Best Performing Mutual Funds of
the year 2017
In above article all mutual fund schemes of 2017 which have good historical return records & you are describing about schemes very clearly.Investor who had Invested their money in these schemes absolutely will get lots of returns. But for now you must think about Best Mutual Fund Schemes 2018 to make an investments easy and wealthy.
ReplyDeleteI’m really impressed by the information this blog has given on best mutual funds
ReplyDelete