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3 Best Performing Mutual Funds

mutual funds is one of the best ways to grow wealth over time. With the Indian economy experiencing steady growth, investors are constantly looking for the best-performing mutual funds to maximize their returns. In 2024, several funds have outperformed the market, delivering impressive gains

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3 Best Performing Mutual Funds

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  1. Best Performing Mutual Funds An Insight into Investment Opportunities in India

  2. This presentation delves into the 3 Best-performing mutual funds in India, exploring various selection criteria and performance metrics to guide investment decisions. Introduction

  3. Funds Motiwal Oswal Midcap

  4. This fund offers a balanced exposure to large and mid-cap companies, with a one-year return of 61.08%. Managed by AdityaKhemani, it manages an AUM of ₹4,906.24 crore Inverco India Large & Mid Cap Funds

  5. . Focusing on small-cap stocks, this fund achieved a remarkable one-year return of 72.13%. Managed by Manish Gawain, it has an AUM Bandhan Small Cap Funds

  6. Risk Assessment Risk assessment involves analyzing the volatility and risk factors associated with each fund. Investors need to evaluate the standard deviation, beta, and maximum drawdown to understand the potential risks of their investments. A balanced approach to risk can enhance long-term investment outcomes.

  7. Motival Oswal Midcap Overview Motival Oswal Midcap has consistently outperformed its benchmark over the last five years, with an annualized return of 12%. The fund focuses on large-cap stocks and follows a growth strategy, with a low expense ratio of 0.75%. The experienced fund manager has a track record of generating above-average returns in varying market conditions.

  8. Fund B is known for its conservative approach, yielding an average return of 8% annually. It invests mainly in blue-chip companies and government securities, providing a balanced portfolio. The fund is managed by a well-respected team and has won multiple awards for consistent performance and risk management. Bandhan Small Cap Fund Overview

  9. Inversco india large and mid fund specializes in mid-cap stocks, achieving an impressive 15% average annual return over the past three years. The fund aims for significant growth potential and is characterized by a higher risk profile due to its investment in smaller companies. It has an expense ratio of 1.2% and a dynamic management strategy. Invesco India Large & Mid fund Overview

  10. In summary, understanding the 3 top performing mutual funds in India requires evaluating their selection criteria, performance metrics, and potential risks. Each fund offers unique characteristics tailored to different investment goals, enabling investors to make informed decisions that align with their financial objectives. Conclusions

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