A total of 11 equity mutual funds delivered returns of more than 25 per cent over the last three months. Overall, 302 equity mutual funds were evaluated during the period. Here’s a detailed breakdown of their performance.
Three equity mutual funds generated returns of more than 30 per cent over the past three months. JM Small Cap Fund led the pack with a gain of 35.02 per cent, followed by Bank of India Small Cap Fund at 30.40 per cent and TRUSTMF Small Cap Fund at 30.34 per cent.
- JM Small Cap Fund – 35.02 per cent
- Bank of India Small Cap Fund – 30.40 per cent
- TRUSTMF Small Cap Fund – 30.34 per cent
- Motilal Oswal Small Cap Fund – 29.06 per cent
- Helios Small Cap Fund – 27.82 per cent
- ITI Small Cap Fund – 27.53 per cent
- Quant Value Fund – 26.39 per cent
- Quant Small Cap Fund – 26.17 per cent
- Invesco India Smallcap Fund – 25.90 per cent
- Quant Focused Fund – 25.75 per cent
- HSBC Small Cap Fund – 25.12 per cent
Only 12 International mutual funds still accept fresh SIPs
Meanwhile, International mutual funds have been among the better-performing mutual fund categories over the past year, supported by a rally in global equities and a weaker rupee. However, investors seeking overseas exposure through mutual funds continue to face a major challenge, as most international schemes remain closed to fresh investments.
More than four years after the mutual fund industry exhausted the regulatory limit for overseas investments, access to international funds remains constrained. According to Value Research, 54 of the 66 international mutual funds it tracks are currently closed to fresh investments. Only 12 schemes continue to accept fresh systematic investment plans (SIPs), while just one scheme remains open for fresh lump-sum investments.
Although the number of available schemes has declined sharply, investors still have access to a range of investment strategies. The international mutual funds that continue to accept fresh SIPs offer exposure to US equities, developed markets, technology-focused portfolios and global equity indices.
(Source: Value Research)(Disclaimer: The above article is meant for informational purposes only and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money-related decisions.)
Akshat Mittal is the Chief Copy Editor at ET NOW with over 6 years of experience, specialising in Markets, Personal Finance, and General News. Before joining ET NOW, he worked with prominent media organisations and has reported on numerous major events firsthand.
He has also conducted several high-profile interviews on topics such as the 8th Pay Commission and the IMF’s loan to Pakistan amid Operation Sindoor.
Akshat has been involved in numerous key business launches, covering these events on the ground. His articles are widely published in national magazines and newspapers, where he has conducted several interviews with prominent political figures.
He was the first to bring out the IMF spokesperson’s statement on the voting pattern of the Executive Directors, following reports claiming that ‘no is not an option’ in the IMF voting procedure.
Akshat is passionate about public speaking and has delivered numerous lectures at colleges and schools. He also served as a member of a Youth Parliament in Delhi.
