Equity Mutual Funds have established themselves as one of the best investment categories for the best long term returns. Equity funds are excellent for long-term objectives as they have exposure to the stock markets and have the potential to generate wealth over a long period of time. Equity mutual funds come in a range from which investors can choose. The investment objective, risk tolerance and time frame of the investor should all be kept in mind while selecting a scheme. Equity funds give investors the ease of starting a SIP, while enabling them to participate in a diversified portfolio that is exposed to a variety of sectors and has been shown to deliver better inflation-adjusted returns over time. Here, we have used two equity funds as an example that were rated 5-star by Value Research and gave returns of above. 9 lakh during three years as against monthly SIP of 10,000.
Canara Robeco Small Cap Fund – Direct Plan
Canara Robeco Small Cap Fund Direct – Growth has been in existence for 3 years and 8 months since its inception on 15 February 2019. As on September 30, 2022, Canara Robeco Small Cap Fund Direct – Growth had Assets Under Management (AUM) 3,767 crore, and as on October 28, 2022, the NAV of the fund was 26.17. The Growth Return of Canara Robeco Small Cap Fund Direct has been 12.70% in the past one year, and since its launch, it has given an average return of 29.68% per annum.
As per Value Research data, Canara Robeco Small Cap Fund Direct – Growth has made an upfront investment of ____________. 1 lakh with monthly SIP from 10,000 9.22 lakh in 3 years. Similar investment patterns have generated returns of 2.41 lakh in last 1 year. The sectors of services, economics, capital goods, materials and construction are where most of the fund’s investments are made. City Union Bank Limited, Schaeffler India Limited, Sera Sanitaryware Limited, Indian Hotels Company Limited, and Century Textiles & Industries Limited are the top 5 holdings of the fund. 94.43% of the fund’s total assets are allocated to equities, of which 7.3% is invested in large-cap stocks, 21.74% in mid-cap stocks and 65.39% in small-cap companies.
Quant Tax Plan – Direct Plan
An ELSS mutual fund program from Quant Mutual Fund, Quant Tax Plan Direct-Growth was introduced in March 2000. By September 30, 2022, the Quant Tax Plan Direct-Growth has 1,943 crore in assets under management (AUM), and as on October 28, 2022, the fund’s NAV was 267.6. Since its launch, Quant Tax Plan Direct-Growth has earned an average return of 21.64% per annum and 16.91% during the previous year. As per Value Research data, Quant Tax Plan – Direct Plan has made an upfront investment of 1 lakh with monthly SIP from 10,000 44.43 lakh in 9 years.
an upfront investment of 1 lakh with monthly SIP 10,000 made in this fund has given returns of 16.47 lakhs in 5 years. This investment strategy has given returns of 9.38 lakh in the last 3 years and 2.52 lakh in the last 1 year. The consumer staples, services, financials, materials and energy sectors are where the majority of the fund’s investments are made. Ambuja Cements Limited, ITC Limited, Adani Ports and Special Economic Zone Limited, State Bank of India and Patanjali Foods Limited are the top 5 holdings of the fund. The fund invests 99.98% of its assets in equities, out of which 71.3% of the fund is in large-cap stocks, 19.78% in mid-cap stocks and 8.9% in small-cap firms.
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