We now have picked 5 funds which have given greater than 20% returns over a 3-5 yr interval:
1) Motilal Oswal Nifty Smallcap 250 Index Fund Direct-Development FundThe present NAV of the Motilal Oswal Nifty Smallcap 250 Index Fund – Direct Plan as of Could 25 is Rs 21.72 for the expansion possibility. Its trailing returns over completely different durations are: -4.99% (1 yr), 36.78% (3 yrs), and 21.02% (since launch). Whereas, Class returns for a similar time period are: 0.49% (1 yr), 38.71% (3 yrs), and 12.11% (5 yrs). The Belongings Beneath Administration (AUM) are value Rs 312.8 crore as on Feb 28.
The expense ratio of the fund is 0.31% as of February 28. The minimal funding required is Rs 500, and the minimal further funding is Rs 500. The minimal SIP funding is Rs 500.
2) Bandhan Nifty 50 Index Fund Direct Plan-Development FundThe Present NAV of the Bandhan Nifty 50 Index Fund – Direct Plan as of Could 25 is Rs 39.68 for the expansion possibility. Its trailing returns over completely different durations are 1.07% (1yr), 26.14% (3yrs), 12.16% (5 yrs), and 11.88% (since launch). Whereas, Class returns for a similar time period are: -0.51% (1 yr), 24.56% (3 yrs), and 10.77% (5yrs).
The AUM is value Rs 644.34 crore as on February 28. The expense ratio of the fund is 0.1% plan as of Feb 28. The minimal funding required is Rs 1000, and the minimal further funding is Rs 1000. The minimal SIP funding is Rs 100.
3) Motilal Oswal Nifty 50 Index Fund Direct-Development FundThe present NAV of the Motilal Oswal Nifty 50 Index Fund – Direct Plan as of Could 25 is Rs 15.45 for the expansion possibility of its direct plan. Its trailing returns over completely different durations are 0.96% (1yr), 25.91% (3 yrs), and 11.88% (since launch). Whereas, Class returns for a similar time period are: -0.51% (1 yrs), 24.56% (3 yrs), and 10.77% (5 yrs). The AUM is value Rs 234.01 crore as of February 28. The expense ratio of the fund is 0.14% as of February 28. The minimal funding required is Rs 500, and the minimal further funding is Rs 500. The minimal SIP funding is Rs 500.
4) HDFC Index S&P BSE Sensex Direct Plan-Development FundThe present NAV of the HDFC Index Fund – S&P BSE Sensex Plan – Direct Plan as of Could 25 is Rs 572.98 for the expansion possibility of its Direct plan. Its trailing returns over completely different durations are 2.43% (1yr), 25.82% (3yr), 12.79% (5yr), and 12.32% (since launch). Whereas, Class returns for a similar time period are: -0.51% (1 yr), 24.56% (3 yr), and 10.77% (5 yr).
The AUM is value Rs 4,210.23 crore as on February 28. The expense ratio of the fund is 0.2% as of February 28, 2023. The minimal funding required is Rs 100, and the minimal further funding is Rs 100. The minimal SIP funding is Rs 100.
5) Nippon India Index Fund S&P BSE Sensex Plan Direct-Development FundThe present NAV of the Nippon India Index Fund – S&P BSE Sensex Plan – Direct Plan as of Could 25 is Rs 32.55 for the expansion possibility of its Direct plan. Its trailing returns over completely different durations are 2.47% (1 yr), 25.49% (3 yrs), 12.83% (5 yrs), and 12.06% (since launch). Whereas class returns for a similar time period are: -0.51% (1 yr), 24.56% (3 yrs), and 10.77% (5 yrs). The AUM is value Rs 374.75 crore as on February 28.
The expense ratio of the fund is 0.15% as of February 28, 2023. Minimal Funding: Minimal funding required is Rs 5,000, and the minimal further funding is Rs 1000. The minimal SIP funding is Rs 1,000.
(Disclaimer: Suggestions, strategies, views and opinions given by the specialists are their very own. These don’t characterize the views of Financial Instances)
