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Mutual funds

Top-Rated Funds Deliver Up to 34% CAGR with Expense Ratios as Low as 0.39%

Strategic Insights

— 2 min read

These top 5 mutual funds have consistently delivered exceptional performance across various categories, outperforming the industry benchmarks. With a focus on small-cap, mid-cap, and thematic strategies, they offer a compelling mix of performance and cost-efficiency for long-term investors. Notably, these funds have been top-rated by Value Research, have a low expense ratio, and have delivered strong 3-year returns. The funds in this list are Bandhan Small Cap Fund, Edelweiss Mid Cap Fund, Invesco India Smallcap Fund, Nippon India Consumption Fund, and Bandhan Large & Mid Cap Fund.

Key Takeaways:

  • The top 5 mutual funds have delivered strong performance across short- and long-term timeframes, with returns ranging from 19.07% to 33.74% CAGR over the last three years.
  • The funds have a low expense ratio, ranging from 0.39% to 0.56%, which has a direct impact on the investor's net return.
  • The funds are classified under "Very High" risk categories, making them suitable for aggressive investors with a long-term investment horizon.
  • Bandhan Small Cap Fund has delivered a 33.74% CAGR over the last 3 years, turning an investment of Rs 1 lakh into Rs 2.40 lakh.
  • Edelweiss Mid Cap Fund has given a 27.55% CAGR over 3 years, turning an investment of Rs 1 lakh to Rs 2.07 lakh.
  • Invesco India Smallcap Fund has delivered an impressive return of 28.86% CAGR over the last three years, turning an investment of Rs 1 lakh into Rs 2.14 lakh.
  • Nippon India Consumption Fund has a 3 year CAGR of 19.07%, turning an investment of Rs 1 lakh into Rs 1.68 lakh.
  • Bandhan Large & Mid Cap Fund has given a CAGR return of 26.44% over the last 3 years, turning an investment of Rs 1 lakh made three years ago would be worth now Rs 2.02 lakh.

Statistics:

  • The top-rated funds have delivered returns ranging from 19.07% to 33.74% CAGR over the last three years.
  • The funds have an expense ratio ranging from 0.39% to 0.56%, which has a direct impact on the investor's net return.
  • The funds have assets under management ranging from Rs 2,640 crore to Rs 12,982 crore.
  • A lump sum investment of Rs 1 lakh in these funds over the last 3 years would have grown to Rs 2.40 lakh (Bandhan Small Cap Fund), Rs 2.07 lakh (Edelweiss Mid Cap Fund), Rs 2.14 lakh (Invesco India Smallcap Fund), Rs 1.68 lakh (Nippon India Consumption Fund), and Rs 2.02 lakh (Bandhan Large & Mid Cap Fund).

Sources:

  • Value Research
  • (Data: Value Research)

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