How To Choose The Best Mutual Funds For Maximum Returns A Detailed Analysis Beginners
Last update:
Discover the top three mutual funds that have delivered exceptional returns over the last decade. Compare large-cap and small-cap funds, understand CAGR, and explore their portfolios.
- Learn how to select the best mutual funds for excellent returns.
- Compare the CAGR (Compound Annual Growth Rate) of three mutual funds.
- Analyze the portfolios of large-cap and small-cap mutual funds.
In this analysis, we delve into the world of mutual funds to help beginners understand how to select the best funds for maximum returns. We compare the Compound Annual Growth Rate (CAGR) of three mutual funds over the last decade, shedding light on both large-cap and small-cap categories. Additionally, we analyze the common stocks in the portfolios of these funds, offering insights into potential individual stock investments.
-
My Asset India Equity Fund This large-cap fund boasts a 10-year CAGR of 17.60%, making it an attractive choice for investors. By investing ₹10,000 through SIP for 10 years, you can potentially turn ₹12 lakh into ₹21 lakh.
-
Axis Bluechip Fund Another large-cap fund, Axis Bluechip, offers a 10-year CAGR of 16.20%. An investment of ₹12 lakh can grow to ₹30.2 lakh over the same period. While it lags slightly behind My Asset, it remains a solid option.
-
SBI Small Cap Fund If you're willing to embrace higher risk for potentially higher returns, SBI Small Cap Fund is an excellent choice. With an impressive 10-year CAGR of 25.86%, an investment of ₹12 lakh can skyrocket to ₹56.49 lakh. Small-cap funds offer tremendous growth potential, but they come with increased risk.
When comparing these funds, it's crucial to consider your risk tolerance and investment horizon. While large-cap funds offer stability, small-cap funds can deliver significant rewards, albeit with a higher degree of uncertainty.
Next, let's explore the common stocks within these mutual fund portfolios. This insight can guide you in selecting individual stocks to complement your mutual fund investments.
- Common Stocks in My Asset India Equity Fund and Axis Bluechip Fund
- HDFC Bank
- ICICI Bank
- Reliance Industries
- Infosys
- Kotak Mahindra
- Bharti Airtel
- Bajaj Finance
These blue-chip stocks are essential components of both portfolios. Incorporating these stocks into your individual equity portfolio can offer stability and consistent returns.
- SBI Small Cap Fund Portfolio
- Aarti Industries
- L&T (Larsen & Toubro)
- Axis Bank
- Avenue Supermart
- Hindustan Unilever
- TCS (Tata Consultancy Services)
SBI Small Cap Fund's portfolio is dominated by high-growth, high-risk small-cap companies. If you believe in these companies' potential, adding them to your portfolio can be a strategic move.
In conclusion, when choosing mutual funds, consider your risk appetite, investment horizon, and financial goals. Both large-cap and small-cap funds have their merits, and by analyzing their portfolios, you can make informed decisions. Remember that investing wisely and staying invested for the long term are key to maximizing returns in the world of mutual funds. If you have any questions or specific topics you'd like us to cover in future videos, feel free to comment, and we'll be happy to assist you. Share this valuable information with others, and together, we can empower more individuals in India to make informed investment choices. Jai Hind, Jai Bharat, Namaskar.
All rights reserved. Unauthorized reproduction, in whole or in part is strictly prohibited.
MOST POPULAR FAQs
In Episode 116 Of "The Deconstruction Of C-PTSD" Podcast, Johanna Delves Into The Intricacies Of New Year's Resolutions And How To Make Changes That
Discover The Art Of Designing A Serene Forest Retreat Using Lumion. Learn How To Merge Your Cabin Seamlessly With The Natural Surroundings, Select
Learn The Quickest Method To Reach 100 Smithing In Skyrim. Enhance Your Gear To Astronomical Values With The Fortify Smithing Enchantment And Fortify
Discover How To Fix Incorrectly Indexed Ancestry Records. Learn How To Make Crucial Corrections, Ensuring More Accurate Searches And Assisting Fellow
Discover A Straightforward Recipe For Smoking Beef Back Ribs. With Simple Preparation, Seasoning, And Smoking, You'll Savor The Rich, Juicy, And Smoky
Learn How To Answer Incoming Phone Calls For Outstanding Customer Service. Tom Jackobs Shares Practical Tips For Creating A Consistent Client Experience.
Discover The Easy Steps To Sign Up For FTMO's Free Trial Challenge In 2023. Follow Our Guide To Activate Your Free Trial Account And Explore The World Of
Learn How To Harness The Law Of Attraction To Attract Wealth Into Your Life. Discover Powerful Strategies And Practical Steps To Manifest Money With
Learn How To Call Ola Driver (partner) Customer Care Helpline In 2023. Use The Updated Ola Driver App To Access The Customer Care Option Under "Safety,
Learn How To Handle Unexpected, Forced External Deadlines In Scrum As A Scrum Master. Get Your Team's Buy-in, Manage Unknowns, And Negotiate Scope To
Learn How To Identify Faults In Ring Final Circuits, Especially In Sockets, For AM2 And AM2S Testing. Find Solutions To Common Circuit Issues With This
Learn The Art Of Glitch Effect Creation In Ableton Live With This Comprehensive Tutorial. Discover Audio Manipulation Techniques, Including Pitch
Discover How To Program Your Bell Satellite TV Remote Effortlessly. Follow A Power Scan, Remote Programming, And Frequency Change For Smooth Control.
Learn How To Make Your Video Elements Stand Out With Filmora9. This Step-by-step Tutorial Guides You Through Highlighting Specific Sections Of Your
Discover The Profound Insights Of Francine Morales' Poem, "Did You Ever Not Know How To Pray?" On The Podcast "Whispers Of Love Praying With Poetry."
Master The Art Of Tuning Your Guitar With This Comprehensive Beginner's Guide. Learn The Musical Alphabet, Understand Sharps And Flats, And Tune Using
Explore The Complexities Of Teaching Buddhist Meditation In A Diverse Academic Setting In Nepal. Philippe Turenne Shares His Experiences And Challenges
Discover The Strategies And Journeys Of International Students As They Secure Internships And Research Opportunities. Aashna's Experience At
Learn How To Collect And Organize Your After Effects Project Files With Their Associated Assets To Ensure Error-free Archiving And Hassle-free Sharing.
Discover How To Save Money On Hotel Bookings, Gain Valuable Perks Through Travel Cards And Hotel-specific Credit Cards, And Choose The Right
Discover A Simple And Efficient Method To Transfer Videos From Your PC To Your IPhone In 2023 Without The Need For ITunes Or ICloud. Follow This
Learn How To Make Shahi Paneer At Home With This Detailed Guide. Follow These Steps For A Creamy, Rich Restaurant-style Shahi Paneer That's Sure To
Learn How To Cancel Your Subscription To The New European With This Step-by-step Guide. Avoid Future Charges And Continue Using The App Until Your
Learn The Art Of Accurately Measuring Roof Quantities. Dive Into Roof Construction Specifics, From Wall Plates To Binders, In This Comprehensive Guide.
"Discover How To Enhance Your Two-handed Tennis Backhand By Addressing Common Issues. Learn To Add A Loop, Improve Extension, And Use Your Entire Body
Are You Looking To Make Money Online Without Any Investment? Learn How To Provide Subtitles For YouTube Videos And Boost Your Earnings. Explore A
Learn How To Set Up Shopify Shipping Efficiently. This Guide Covers General And Custom Shipping Rates For Both Domestic And International Orders,
Discover How To Apply The Feng Shui Bagua Map To Your Home With Expert Tips. Enhance Various Life Aspects, Understand The Western Method, And Adapt It To
Learn The Correct Way To Put On A Lace-up Ankle Stabilizer Brace With This Detailed Step-by-step Guide. Ensure A Comfortable And Secure Fit For
Learn How To Grow, Care For, And Harvest Potatoes To Stock Your Pantry With Fresh, Homegrown Spuds. This Comprehensive Guide Covers Potato Varieties,
Learn How To Freeze Dry Eggnog With Harvest Right Equipment In This Informative Video. Discover The Benefits Of Having Freeze-dried Eggnog For Long-term
Learn The Art Of Painting A Mesmerizing Seascape With A Whale Fin On A Rock Using Acrylic Paints. Discover Tips On Brush Selection, Color Usage, And
Learn How To Complete Your Dominican Republic E-ticket For 2023, Covering Entry And Exit Requirements. Use The Official Website, Follow The Application