#3 – ICICI Prudential Long Term Equity Fund (Tax Saving) If you are investing in this fund, you can continue to invest.
Value Research rates this as a 4 Star (4 out of 5). Our View: This is one of the Best Mutual Funds for 2019 from Midcap segment that gave the 2 nd highest returns of 19% annualized returns since inception of over 20 years. It has a low beta of 0.76 that indicates that this mutual fund has less volatility compared to the benchmark. This is one of the highest return mutual funds that gave highest SIP returns in the last 20 years. If you would have invested Rs 1,000 per month in the last 20 years, your investment would have been Rs 240,000 (Rs 1,000 x 240 months) and your investment would have now grown to Rs 25 Lakhs. This fund has outperformed and gave 19% annualized return since inception, 15% annualized returns in the last 10 years, 9% annualized returns in the last 5 years, 4% annualized returns in the last 3 years and 7% negative returns in the last 1 year. This fund’s objective to provide medium to long term capital appreciation as a primary objective and income as a secondary objective. Value Research rates this as a 3 Star (3 out of 5). Our View: This is one of the Best Performing Mutual Funds from ELSS category that gave the highest returns since inception of over 20 years. It has a low beta of 0.85 that indicates that this mutual fund has less volatility compared to the benchmark. If you would have invested Rs 1,000 per month in the last 20 years, your investment would have been Rs 240,000 (Rs 1,000 x 240 months) and your investment would have now grown to Rs 17.3 Lakhs. Mutual Fund returns for 10 years is the highest for this fund.
This fund has outperformed and gave 21% annualized return since inception, 13% annualized returns in the last 10 years, 7% annualized returns in the last 5 years, 4% annualized returns in the last 3 years and 7% negative returns in the last 1 year. The scheme invests in equities and there is an exposure to PSU Bonds and debentures and Money Market instruments. The MF scheme seeks medium to long term growth of capital, with income tax rebate. Now, let us review these best performing mutual funds in India in the last 20 years, our view and whether you should continue to invest in them or not. Such funds would have almost completed 20 years.Ģ) Any mutual fund scheme that was there 20 years back and has performed well and gave over 12% annualized return since inception is part of this list.ģ) We have not applied any further filter of ranking nor AUM Size.ġ0 Best Performing Mutual Funds in the last 20 years How we filtered these Top Performing Mutual Fund schemes in the last 20 years?ġ) We filtered mutual fund scheme that was launched prior to 2000 year.
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