3 Equity Schemes offer over 50% returns in three years
According to a recent study by Value Research, three equity schemes have delivered returns of over 50% in three years. The schemes are Canara Robeco Emerging Equities, Axis Small Cap Fund, and PGIM India Midcap Opportunities Fund.
Here are some details on these top-performing equity schemes:
Canara Robeco Emerging Equities
Canara Robeco Emerging Equities is a mid-cap fund that invests in companies with strong growth potential. The scheme has delivered a return of 66.26% in the last three years, making it the top-performing equity scheme in this period.
The fund has a diversified portfolio, with investments across sectors such as financials, consumer goods, healthcare, and industrials. The top holdings of the fund include companies like ICICI Bank, HDFC Bank, and Voltas.
Axis Small Cap Fund
Axis Small Cap Fund is a small-cap fund that invests in companies with a market capitalization of less than Rs. 5000 crores. The scheme has delivered a return of 59.65% in the last three years, making it one of the best-performing equity schemes in this period.
The fund has a concentrated portfolio, with investments in high-growth companies across sectors such as financials, consumer goods, and healthcare. The top holdings of the fund include companies like Polycab India, Aarti Industries, and Dixon Technologies.
PGIM India Midcap Opportunities Fund
PGIM India Midcap Opportunities Fund is a mid-cap fund that invests in companies with strong growth potential. The scheme has delivered a return of 50.66% in the last three years, making it one of the best-performing equity schemes in this period.
The fund has a diversified portfolio, with investments across sectors such as financials, consumer goods, healthcare, and industrials. The top holdings of the fund include companies like HDFC Bank, ICICI Bank, and Crompton Greaves Consumer Electricals.
What can investors learn from these top-performing equity schemes?
The strong performance of these equity schemes highlights the importance of investing in quality companies with strong growth potential. It also underscores the value of diversification and investing across different sectors and market capitalizations.
Investors should focus on investing in schemes that have a track record of delivering consistent returns over the long term. They should also keep a close eye on their investments and regularly review their portfolio to ensure that it is aligned with their financial goals and risk appetite.
Investors should also seek the help of financial advisors to make informed investment decisions and navigate the complex world of investing. A financial advisor can provide guidance on asset allocation, risk management, and investment strategies that can help investors achieve their financial goals.
