May the salary of May has come in the account of most employees this time on 30th. In such a situation, future planning can also be done with this money. SIP means a systematic investment plan can be a great start for you. Let’s know about the three mutual funds who have given excellent returns in the last 10 years and which are still considered the strongest option for investing experts. The segment is one of the top returns funds. This fund invests in small and less popular business, which are in the early stages of its development and are often low in the market. This is the reason why this fund is likely to high returns, although it also has more volatility. But in the long period, it has given a compound annual growth rate (CAGR) of 23.52%, which makes it extremely attractive. This fund emerged firmly after the Kovid period and during the recovery of Smallcap in 2023. It is R. It is being managed by Srinivasan and Mohan Lal, which adopt quality-based portfolio strategy.
This fund is the feature of this fund that it chooses emerging companies that have strong fundamentals and scalable business models. It has given an average return of 22.61% in the last 10 years. This fund, which is a great balance between risk and stability, is a good option for investors who want to invest in smallcap, but do not want to take a lot of risk. Oswal midcap fund can be a good option for you. Launched in February 2014, this fund is based on QGLP i.e. Quality, Growth, Longvity and price theory. In the last 10 years, it has given an annual compound return of about 21.17%. Although there are fluctuations in the midcap segment, but in the long period, this fund takes a lot of advantage of market boom.
Why is better?
SIP i.e. Systematic Investment Plan is a way in which you invest in a certain amount in a mutual fund every month. Whether the market is up or down, SIP gives you the benefit of the average cost. Even if you do not have a large amount, you can still start investing with small amounts like 500 or 1,000. This leads to a strong start towards your financial goals such as retirement, home buying, children’s education or wealth creation. Not advised.)