Mutual Fund: Not just big, these 5 funds are also ‘boss’ of returns! Money increased by 7 times, are these stunning in your portfolio?

Every investor who invests in mutual funds is often in a dilemma – “Should I invest money in a big and established fund, where there is more security, or in a small and new funds that may probably give more fast returns?” The common belief is that the fund which becomes very large, its size (AUM) becomes its greatest compulsion and it cannot run at a high speed.

But what if we tell you that the largest equity funds in the Indian Mutual Fund industry’s 5 largest ‘Bahubali’, ie AUM (Assets Under Management), are not only big in size, but they have also proved to be the real ‘champions’ in terms of giving returns? These funds not only won the trust of investors for decades, but their small savings Increased by 7 times Also converted into a huge property.

These are the funds that have proved that ‘elephant’ can also win the race. So let’s get, see Indians from those 5 dhurndars of the world of mutual funds, and know how they did it wonders.

First of all, understand: What would be AUM (Assets Under Management)?

Aum means ਹੈ “property under management”. This is the total money levied by investors in any mutual fund scheme. The higher the fund of Aum, the greater and popular. More AUM indicates that many investors are confident in that fund.

India’s 5 largest equity mutual funds and their strong performance

(Disclaimer: This list is based on the size of funds and can change from time to time. This is not any type of investment advice.)

1. HDFC Mid-CAP Opportunities Fund

• AUM Size: It is one of the largest mid-cap funds in India, which reflects its popularity and trust.
• Investment Strategy: As the name suggests, this fund mainly invests in moderate-sized (MID-CAP) companies, which have immense ability to become a big company in the future.
• Return performance: The fund gave great returns to its investors in the long term. If someone in this fund 10 years ago ₹ 1 lakh Had he had invested a lump sum, today its price More than ₹ 7 lakhs It would have been more than 7 times your money.

2. SBI Magnum Midcap Fund (SBI Magnum Midcap Fund)

• AUM Size: This midcap fund of the country’s largest bank SBI is also a veteran in the case of AUM.
• Investment Strategy: This fund also focuses on achieving strong growth in long-term by investing in select mid-cap stocks.
• Return performance: This fund is behind anyone in terms of performance. It has consistently performed well in the last 10 years and has also increased the assets of investors manifold. Started 10 years ago Monthly SIP of ₹ 10,000 Today a huge amount has been made.

3. ICICI Prudential Bluechip Fund

• AUM Size: It is one of the largest large-cap funds in India.
• Investment Strategy: ‘Bluechip’ means the largest, oldest and most trusted companies in India. This fund mainly invests money in these top 100 companies, making it a stable and safe investment option.
• Return performance: Despite safety and stability, this fund did not do anything to give returns. This has defeated FD and other traditional investment options in the long term by a big difference and has consistently performed better than its benchmark.

4. SBI Contra Fund

• AUM Size: This is another huge fund that is known for its unique investment style.
• Investment Strategy: ‘Contra’ or ‘contrarian’ investing means walking opposite the crowd. This fund invests in shares of companies that are not doing well in the market for any temporary reason, but their fundamentals are strong. When these companies return to track, this fund makes tremendous profits.
• Return performance: This unique strategy has done amazing work over the long term. In the last decade, this fund has given excellent returns to its investors, which proves that money can be made by going against the market trend.

5. HDFC Flexi Cap Fund

• AUM Size: It is one of the oldest and largest equity funds in India, earlier known as HDFC Equity Fund.
• Investment Strategy: ‘Flexi cap’ means that the fund manager would have freedom that he can invest his money in any size companies-large-cap, mid-cap, or small-cap according to the market environment.
• Return performance: Since its inception, this fund has been a ‘wealth creator’ (wealth manufacturer) for investors. It has successfully crossed several market cycles and has created assets for investors continuously.

Lesson for investors

The success story of these funds teaches us some important lessons:

• Big is not always ‘dull’: A large and well -managed funds can also give great returns.
• No long -term option: All these funds have made the most money for investors who have been invested for long term (10 years or more) with patience.
• SIP power: Investing through SIP regularly gives you the average benefit of market fluctuations and you can create a big fund in a disciplined way.

(Disclaimer: Subject to the risks of the investment market in mutual funds ਹੈ. This article only for informative purpose ਹੈ. Previous performance of any fund does not guarantee future returns. Please consult a certified financial advisor before investment.)