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Top Mutual Funds with Highest 10-year Returns.docx

Investing in mutual funds can be a great way to grow your wealth over the long-term. However, with so many options available, it can be challenging to decide which mutual fund to invest in. One way to evaluate the performance of a mutual fund is by looking at its historical returns. In this blog, we'll explore the highest return mutual funds in India over the last ten years.<br>

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Top Mutual Funds with Highest 10-year Returns.docx

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  1. Top Mutual Funds with Highest 10-year Returns Investing in mutual funds can be a great way to grow your wealth over the long-term. However, with so many options available, it can be challenging to decide which mutual fund to invest in. One way to evaluate the performance of a mutual fund is by looking at its historical returns. In this blog, we'll explore the highest return mutual funds in India over the last ten years. Understanding Mutual Funds Before we dive into the top-performing mutual funds, let's first understand what a mutual fund is. A mutual fund is a type of investment vehicle that pools money from multiple investors to invest in a portfolio of stocks, bonds, or other securities. The goal of a mutual fund is to provide investors with a diversified portfolio of securities that can help them achieve their financial goals. Mutual funds are managed by professional fund managers who invest the pooled money in accordance with the fund's investment objective. There are many different types of mutual funds available in India, including equity funds, debt funds, hybrid funds, and more. Highest Return Mutual Funds in India over the Last 10 Years Here's a table of the highest return mutual funds in India over the last ten years, along with their fund category, average annual return, and top holdings:

  2. Average Annual Return (Last 10 Years) Top Holdings (as of Feb 28, 2023) Fund Name Fund Category Bajaj Finance Ltd, City Union Bank Ltd, Navin Fluorine Canara Robeco Emerging Equities Fund Small & Mid Cap 25.15% HDFC Bank Ltd, Bajaj Finance Ltd, Avenue Supermarts Ltd Axis Focused 25 Fund Focused 18.74% Alkyl Amines Chemicals Ltd, Radico Khaitan Ltd, Coforge Ltd SBI Small Cap Fund Small Cap 23.24% ICICI Bank Ltd, HDFC Bank Ltd, Reliance Industries Ltd Kotak Emerging Equity Fund Small & Mid Cap 19.69% ICICI Bank Ltd, HDFC Bank Ltd, Axis Bank Ltd HDFC Mid-Cap Opportunities Fund Mid Cap 17.39% Tata Chemicals Ltd, Indian Hotels Co Ltd, EIH Ltd Aditya Birla Sun Life Pure Value Fund Value 17.61% The Canara Robeco Emerging Equities Fund

  3. The Canara Robeco Emerging Equities Fund has provided the highest average annual return over the last ten years among mutual funds in India, with an impressive 25.15% return. This fund primarily invests in small and mid-cap companies with high growth potential. The Axis Focused 25 Fund The Axis Focused 25 Fund has also provided strong returns, with an average annual return of 18.74% over the last ten years. This fund has a focused portfolio of up to 25 high conviction stocks, with top holdings including HDFC Bank Ltd, Bajaj Finance Ltd, and Avenue Supermarts Ltd. Parameter Value Fund Category Equity - Focused Launch Date June 2012 ₹36,748 crore (as of Feb 28, 2023) AUM Expense Ratio 1.36% (as of Feb 28, 2023) ₹5,000 (lump sum), ₹1,000 (SIP) Minimum Invest 1% (if redeemed within 365 days of purchase) Exit Load The SBI Small Cap Fund The SBI Small Cap Fund is another fund that has provided impressive returns, with an average annual return of 23.24% over the last ten years. This fund primarily invests in small-cap companies with high growth potential, with top holdings including Alkyl Amines Chemicals Ltd, Radico Khaitan Ltd, and Coforge Ltd.

  4. Parameter Value Fund Category Small Cap Launch Date September 2009 Rs. 9,041 crore (as of February 28, 2023) AUM 2.35% (as of February 28, 2023) Expense Ratio Rs. 5,000 (lump sum), Rs. 500 (SIP) Minimum Investment 1% (if redeemed within 365 days of purchase) Exit Load Long-term capital appreciation through investments in equity and equity-related instruments of small-cap companies. Objective Fund Manager Saurabh Pant Benchmark Index S&P BSE Small Cap TRI Top Holdings of SBI Small Cap Fund Percentage of Net Assets Company Sector Atul Ltd. Specialty Chemicals 5.21% Dixon Technologies (India) Ltd. Consumer Durables 4.63% Amber Enterprises India Ltd. Consumer Durables 4.55% Navin Fluorine International Ltd. Chemicals 4.30% Vinati Organics Ltd. Chemicals 4.25%

  5. The Kotak Emerging Equity Fund The Kotak Emerging Equity Fund has also performed well over the last ten years, with an average annual return of 19.69%. This fund primarily invests in small and mid-cap companies with high growth potential, with top holdings including ICICI Bank Ltd, HDFC Bank Ltd, and Reliance Industries Ltd. Parameter Value Fund Category Equity - Small Cap Launch Date March 30, 2007 ₹20,522 crore (as of Feb 28, 2023) AUM Expense Ratio 2.13% (as of Feb 28, 2023) ₹5,000 (lump sum), ₹1,000 (SIP) Minimum Invest 1% (if redeemed within 365 days of purchase Exit Load The HDFC Mid-Cap Opportunities Fund The HDFC Mid-Cap Opportunities Fund focuses on mid-cap companies and has provided an average annual return of 17.39% over the last ten years. This fund has a diversified portfolio of mid-cap stocks, with top holdings including ICICI Bank Ltd, HDFC Bank Ltd, and Axis Bank Ltd. Parameter Value Fund Category Equity - Mid Cap Launch Date April 25, 2007 ₹44,671 crore (as of Feb 28, 2023) AUM

  6. Expense Ratio 1.71% (as of Feb 28, 2023) ₹5,000 (lump sum), ₹1,000 (SIP) Minimum Invest 1% (if redeemed within 365 days of purchase) Exit Load Top holdings of HDFC Mid-Cap Opportunities Fund: Percentage of Net Assets Company Sector Cholamandalam Investment and Finance Company Ltd. Finance 5.29% City Union Bank Ltd. Banks 5.05% Aditya Birla Fashion and Retail Ltd. Retail 4.90% Navin Fluorine International Ltd. Chemicals 4.60% Jubilant Life Sciences Ltd. Pharma 4.40% The Aditya Birla Sun Life Pure Value Fund The Aditya Birla Sun Life Pure Value Fund invests in undervalued stocks with the potential for long-term growth. This fund has provided an average annual return of 17.61% over the last ten years, with top holdings including Tata Chemicals Ltd, Indian Hotels Co Ltd, and EIH Ltd. Parameter Value Fund Category Equity - Value Launch Date May 2008 ₹6,361 crore (as of Feb 28, 2023) AUM Expense Ratio 2.34% (as of Feb 28, 2023)

  7. ₹1,000 (lump sum), ₹1,000 (SIP) Minimum Invest 1% (if redeemed within 365 days of purchase) Exit Load For more info - https://tradingbells.com/ Conclusion Investing in mutual funds can be a great way to grow your wealth over the long-term. However, it's essential to do your research and select the right mutual funds that align with your investment goals and risk tolerance. The tables above provides a snapshot of some of the highest return mutual funds in India over the last ten years. However, past performance is not a guarantee of future results, and it's essential to consider other factors such as the fund's expense ratio, investment objective, and fund manager's experience before investing. Before investing in any mutual fund, it's crucial to read the scheme information document (SID) carefully and consult with a financial advisor if required. By doing so, you can make informed investment decisions and achieve your financial goals over the long-term.

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