Understanding Mutual Fund Performance
When you invest in mutual funds, understanding their performance can help you make better decisions. Let’s look at some popular funds and how they value over time.
1. Motilal Oswal Nifty Microcap 250 Index Fund
- 3 Year Value: ₹6,074.50 (59.36% return)
- 5 Year Value: ₹6,074.50 (same return)
2. HSBC Consumption Fund
- 3 Year Value: ₹4,175.80 (47.30% return)
- 5 Year Value: ₹4,175.80 (same return)
3. HSBC Infrastructure Fund
- 3 Year Value: ₹26,994.20 (38.94% return)
- 5 Year Value: ₹104,636.30 (37.21% return)
4. Tata Business Cycle Fund
- 3 Year Value: ₹24,720.00 (33.19% return)
- 5 Year Value: ₹24,720.00 (same return)
5. HSBC Value Fund
- 3 Year Value: ₹24,817.00 (33.44% return)
- 5 Year Value: ₹91,932.70 (32.30% return)
Insights on Investment Trends
Market Influence
The mutual fund landscape has changed significantly over the years. A recent survey shows that about 45% of millennials prefer investing in mutual funds, citing the ease and flexibility of online platforms.
Expert Opinion
Financial advisors recommend diversification. Rajesh Sharma, a financial planner, believes “spreading out your investments can cushion against market volatility and enhance potential returns.”
Wrapping Up
Investing in mutual funds requires understanding their performance over time. Keeping track of returns and market trends helps you make informed choices. By examining different funds, you can better judge how to align your investments with your financial goals.
For more detailed performance statistics and insights, check out Moneycontrol.
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