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mutual fund news: These 3 equity mutual fund categories deliver over 25% return in three years – Chart Toppers

Chart Toppers
Around three equity mutual fund categories have offered more than 25% return in the last three years, according to data by ACE MF. These schemes gave returns ranging between 26 to 44% in the said period.

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These three categories

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These three categories

These three categories were sectoral/thematic and smallcap categories. We considered all equity mutual fund categories.

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PSU funds top the list

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PSU funds top the list

PSU funds have offered the highest return of around 44.26% in the last three years. Around four PSU funds completed four years in the market. CPSE ETF, the topper in the category, offered 54.80% in the said period. SBI PSU Fund gave the lowest return of 40.19%.

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Infrastructure funds
Infrastructure funds gave an average return of 34.47% in the last three years. Around 18 infrastructure funds completed three years of existence. ICICI Prudential Infrastructure Fund offered the highest return of 39.08%. Taurus Infrastructure Fund gave the lowest return of 25.54% in the same time period.

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Smallcap funds
Smallcap funds gave an average return of around 26.28% in the last three years. Quant Small Cap Fund stood first in the category and gave 34.13% in the last three-year period. Aditya Birla Sun Life Small Cap Fund gave the lowest return of around 19.48% in the same time period.

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Want to invest?
​One should always consider risk appetite, investment horizon, and goal before making investment decisions. Past performance does not guarantee future returns. One should not only go by the past returns before making investments.

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Risk associated
These three categories are considered risky. One who has enough knowledge and has a longer investment horizon should consider investing in these schemes.

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