Top Funds: Diversified equity mutual funds have proven to be effective in delivering significant returns

In today’s volatile market, don’t lose HOPE

Mumbai: In recent months, bellwether indices like the NIFTY 50 and S&P BSE Sensex have witnessed significant volatility, but the most severe impact has been on the mid and small-cap segments. Market fluctuations have increased due to sell-off by foreign portfolio investors amidst worldwide geopolitical tensions and economic uncertainties.

The recent market correction has caused investors to feel anxious which leads them to seek stable financial options that deliver reliable income streams. As today’s Market, We have listed the top-performing equity-oriented mutual fund schemes under various categories based on their 3-year CAGR returns. However, do note that investors may consider investing in any mutual fund scheme only as per their suitability based on risk profile, investment horizon and goals. In today’s volatile market landscape, diversified equity mutual funds across different market capitalisations and investment categories have proven to be effective in delivering significant returns while managing risk.

As you can see from the above table, funds like Motilal Oswal Midcap Fund, Nippon India Small Cap Fund and JM Flexicap Fund have shown robust growth, making them suitable for various investors utilizing SWP strategy.

Motilal Oswal Midcap Fund has demonstrates a remarkable performance with an absolute return of 60.12% over the past year and a consistent CAGR of 22.5% and above over the past decade. Such impressive figures are indicative of its ability to generate substantial returns during both favourable and challenging market conditions.

Nippon India Small Cap Fund has gained 45.81% absolute return over last year and an outstanding CAGR of 25.33% over 10-year period. Although small-cap funds are known for their highly risky nature, they also offer the potential for superior returns.

Top Performing Equity Mutual Funds Across Categories & Market Phases