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5 Top Performing Equity Funds: These Fund Have Delivered More Than 35% Returns In 3 Year
Equity funds are mutual funds that invest largely in stocks. You put money into the fund in the form of a SIP or a lump amount, and it invests it in various equities stocks on your behalf.
The resulting profits or losses in the portfolio have an impact on the Net Asset Value (NAV) of your fund. However, being a responsible long-term investor might help you learn more about how an equity mutual fund works.
To create profits, an equity mutual fund invests heavily in the stocks of several firms. When compared to other forms of mutual funds, equity fund investments have a higher level of risk. Furthermore, equity funds are "not one-size-fits-all." There are several types of equities funds, each with its investing aim, that must be matched to your risk tolerance.
Who Should Invest in the Equity Mutual Funds?
As a mutual fund investor, your investment decision should be consistent with your investment horizon, risk tolerance, and other goals. The same is true for investments in equity funds. It is recommended that you invest in equities funds if you have a long-term aim. It will provide your finances with the necessary time to respond to market moves and volatility.
The purpose of investing in equities mutual funds is to beat inflation while also building a substantial corpus to meet long-term goals. Keep in mind that your equity mutual funds invest in stocks. When the market is at a low, you can purchase additional units of the scheme. When the market is at its peak, you will receive fewer units.
When you invest regularly, you will be able to average your buying costs and obtain a greater number of units. This will assist you in maximizing your profits. This is the investment logic behind making long-term investments using SIPs.
In this article, we have highlighted 5 top-performing equity funds based on the annualized returns. In addition, the SIP returns are also given to her to enhance your investment decision based on the returns. All these 5 Equity Mutual Funds are 5-star rated by Investing Platform Groww.
Annualized Lump Sum Returns
On the investment of Rs 10,000
| Mutual Fund | 1 Year | 2 Year | 3 Year | 5 Year |
|---|---|---|---|---|
| Quant Infrastructure Fund- Direct-Growth | 73.42% | 57.06% | 41.92% | 25.12% |
| BOI AXA Small Cap Fund- Direct-Growth | 45.52% | 48.72% | 41.06% | - |
| Quant Tax Plan - Direct Plan- Growth | 51.55% | 55.44% | 40.44% | 25.41% |
| PGIM India Mid-cap Opportunities Fund- Direct-Growth | 38.87% | 48.49% | 39.42% | 22.26% |
| Quant Flexi Cap Fund- Direct- Growth | 51.20% | 53.11% | 35.86% | 23.13% |
Annualized SIP Returns
On the investment of Rs 1,000
| Mutual Fund | 1 Year | 2 Year | 3 Year | 5 Year |
|---|---|---|---|---|
| Quant Infrastructure Fund- Direct-Growth | 49.77% | 80.32% | 57.03% | 34.93% |
| BOI AXA Small Cap Fund- Direct-Growth | 27.35% | 58.43% | 50.45% | - |
| Quant Tax Plan - Direct Plan- Growth | 29.96% | 63.20% | 50.89% | 33.42% |
| PGIM India Mid-cap Opportunities Fund- Direct-Growth | 25.40% | 57.04% | 48.69% | 30.86% |
| Quant Flexi Cap Fund- Direct- Growth | 28.18% | 58.40% | 47.02% | 29.72% |
*Data as on 15 February 2022
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