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Mutual Funds Which Made Investors Rich - Research Report on Mutual Funds
Original: Mutual Funds Which Made Investors Rich || Research Report on Mutual Funds in Telugu | Money Purse |
Takeaway
Same category mutual funds can deliver 5x different outcomes over 25-30 years - fund selection is critical.
Summary
- Research covered ~40 pages comparing mutual funds across categories (large/mid/small/multicap/focused/contra/value/dividend/ELSS) over 30, 25, 20, 15, 10, 5 year horizons.
- Top performer over 30 years: HDFC Multicap fund and JM Value fund - converted Rs 7,000/month SIP into Rs 1.94 crore at 24%+ CAGR.
- Top large-cap performer was Nippon (Reliance) Growth Fund; bottom HSBC, IDFC Large Cap, JM Large Cap with returns near 4-7%.
- Top ELSS: tax plans averaging 12-14% CAGR; bottom JM Tax Gain ~14% (still decent across category).
- Lesson: fund-house and manager selection drives 5x+ outcome difference within same category over decades.
Mutual FundsSIPLong TermELSSPerformance
Original description
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