Mutual Funds – Best 5 Mutual Funds Giving 40% Profit – Mutual Funds 2023 – Best 5 Mutual Funds

Mutual funds are investment vehicles that pool money from multiple investors to create a diversified portfolio of securities. These funds are managed by professionals who make investment decisions on behalf of the investors.

Investing in mutual funds offers several advantages. They provide diversification, which helps to spread risk across different securities and asset classes. Mutual funds also offer access to professional management and expertise, making them suitable for investors who lack the time or knowledge to make individual investment decisions. Additionally, mutual funds are generally liquid, allowing investors to buy or sell shares at the end-of-day net asset value.

However, mutual funds do come with risks. The value of mutual fund shares can fluctuate with the performance of the underlying securities. Investors may also be subject to fees and expenses associated with mutual fund ownership. It’s important for investors to carefully review a fund’s prospectus and understand its investment objectives, risks, and costs before investing.

Best 5 Mutual Funds Giving 40% Profit : 

1) HDFC Small Cap Mutual Fund Direct Growth

HDFC Small Cap Fund Direct- Growth is a Small Cap mutual fund scheme from Hdfc Mutual Fund. This fund has been in existence for 10 yrs 5 m, having been launched on 01/01/2013. HDFC Small Cap Fund Direct- Growth has ₹17,333 Crores worth of assets under management (AUM) as on 31/03/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.79%, which is close to what most other Small Cap funds charge.

HDFC Small Cap Fund Direct- Growth returns of last 1-year are 44.68%. Since launch, it has delivered 19.56% average annual returns. The fund has doubled the money invested in it every 3 yrs.

• HDFC Small Cap Fund Direct- Growth scheme’s ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is average.
• The fund has the majority of its money invested in Services, Capital Goods, Financial, Chemicals, Automobile sectors. It has taken less exposure in Services, Capital Goods sectors compared to other funds in the category.
• The fund’s top 5 holdings are in Sonata Software Ltd., Bank Of Baroda, Firstsource Solutions Ltd., Bajaj Electricals Ltd., eClerx Services Ltd..

2) Nippon India Small Cap Fund Direct Growth

Nippon India Small Cap Fund Direct- Growth is a Small Cap mutual fund scheme from Nippon India Mutual Fund. This fund has been in existence for 10 yrs 5 m, having been launched on 01/01/2013. Nippon India Small Cap Fund Direct- Growth has ₹28,779 Crores worth of assets under management (AUM) as on 31/03/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.8%, which is close to what most other Small Cap funds charge.

Nippon India Small Cap Fund Direct- Growth returns of last 1-year are 39.00%. Since launch, it has delivered 25.36% average annual returns. The fund has doubled the money invested in it every 3 yrs.

• Nippon India Small Cap Fund Direct- Growth scheme’s ability to deliver returns consistently is higher than most funds of its category. Its ability to control losses in a falling market is above average.
• The fund has the majority of its money invested in Capital Goods, Financial, Chemicals, Technology, Services sectors. It has taken less exposure in Capital Goods, Financial sectors compared to other funds in the category.
• The fund’s top 5 holdings are in Tube Investments Of India Ltd., KPIT Engineering Ltd., Grameen Financial Services Pvt Ltd., NIIT Ltd., HDFC Bank Ltd..

3) Quant Small Cap Fund Direct Plan Growth

Quant Small Cap Fund Direct Plan-Growth is a Small Cap mutual fund scheme from Quant Mutual Fund. This fund has been in existence for 10 yrs 5 m, having been launched on 01/01/2013. Quant Small Cap Fund Direct Plan-Growth has ₹4,688 Crores worth of assets under management (AUM) as on 31/03/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.62%, which is less than what most other Small Cap funds charge.

Quant Small Cap Fund Direct Plan-Growth returns of last 1-year are 38.54%. Since launch, it has delivered 16.60% average annual returns. The fund has doubled the money invested in it every 3 yrs.

• Quant Small Cap Fund Direct Plan-Growth scheme’s ability to deliver returns consistently is higher than most funds of its category. Its ability to control losses in a falling market is below average.
• The fund has the majority of its money invested in Financial, Energy, Services, Consumer Staples, Metals & Mining sectors. It has taken less exposure in Financial, Energy sectors compared to other funds in the category.
• The fund’s top 5 holdings are in Reliance Industries Ltd., HDFC Bank Ltd., IRB Infrastructure Developers Ltd., Bikaji Foods International Ltd., Punjab National Bank.

4) HSBC Small Cap Fund Direct Growth

HSBC Small Cap Fund Direct-Growth is a Small Cap mutual fund scheme from Hsbc Mutual Fund. This fund has been in existence for 9 yrs 1 m, having been launched on 22/04/2014. HSBC Small Cap Fund Direct-Growth has ₹9,531 Crores worth of assets under management (AUM) as on 31/03/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.74%, which is close to what most other Small Cap funds charge.

HSBC Small Cap Fund Direct-Growth returns of last 1-year are 32.76%. Since launch, it has delivered 20.42% average annual returns. The fund has doubled the money invested in it every 3 yrs.

• HSBC Small Cap Fund Direct-Growth scheme’s ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is average.
• The fund has the majority of its money invested in Capital Goods, Materials, Metals & Mining, Construction, Technology sectors. It has taken less exposure in Capital Goods, Materials sectors compared to other funds in the category.
• The fund’s top 5 holdings are in K.P.R. Mill Ltd., Apar Industries Ltd., Kei Industries Ltd., Carborundum Universal Ltd., Sonata Software Ltd..

5) ICICI Prudential Small Cap Fund Direct Plan Growth

ICICI Prudential Smallcap Fund Direct Plan-Growth is a Small Cap mutual fund scheme from Icici Prudential Mutual Fund. This fund has been in existence for 10 yrs 5 m, having been launched on 01/01/2013. ICICI Prudential Smallcap Fund Direct Plan-Growth has ₹5,466 Crores worth of assets under management (AUM) as on 31/03/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.86%, which is higher than what most other Small Cap funds charge.

ICICI Prudential Smallcap Fund Direct Plan-Growth returns of last 1-year are 28.44%. Since launch, it has delivered 17.42% average annual returns. The fund has doubled the money invested in it every 3 yrs.

• ICICI Prudential Smallcap Fund Direct Plan-Growth scheme’s ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is high.
• The fund has the majority of its money invested in Services, Healthcare, Capital Goods, Materials, Technology sectors. It has taken less exposure in Services, Healthcare sectors compared to other funds in the category.
• The fund’s top 5 holdings are in Cyient Limited, Krishna Institute of Medical Sciences Ltd, PVR Inox Ltd., Rolex Rings Ltd, EPL Ltd..