My Money
Mutual Fund Special
An Aman Chugh Ventures Initiative
November 2021
Top Performers based on Return Parameter
Based on 1 Month Return*
Based on 1 Year Return*
Based on 3 Years Return*
Based on 5 Years Return*
All the above-mentioned Funds are under the Category of Direct Growth.
Top Performers based on Risk-Return Parameters
(Based on 3 years time frame)*
| * All the above-analyzed timeframes calculations have been done by taking 30.11.2022 as the end date. |
| * Since the period of assessment includes the Lower levels of Markets during Oct & Nov 2020, the Returns appear to be on the higher side |
| * We have restricted our field of study to only Large Cap Equity Mutual Funds in order to ensure safety of capital and adequate liquidity. |
| * The Fund(s) for which data for certain data points in the study were not available have not been considered while arriving at the performance figures. |
| * The above analysis is only for the information of the readers and not for any advisory purposes. For specific Handholding to build your Portfolio, you may please get in touch with our Team. |
A Few Important Points to Understand
1. Certain Mutual Funds become Top Performers during certain times and then such Top Performers stop performing anymore. Hence we should be churning our Investments in Mutual Funds and not stick with the same Mutual Funds.
2. We lose upon the higher expenses, brokerage & asset management fees while investing with Mutual Funds. Hence we should learn to develop our own Portfolio, which would save these expenses.
3. Since Mutual Funds Invest in Stocks, so we should rather invest in the most common Stocks held by the majority of the Top Mutual Funds in different times.
IT IS ALWAYS SUGGESTED TO KEEP CHURNING OUR STOCKS OR MUTUAL FUND PORTFOLIOS RATHER THAN BEING INVESTED IN THE SAME STOCK OR MUTUAL FUND FOR A LONGER PERIOD.
These Stocks are NOT for ‘Buy’ recommendations but are just for Educational & Informational purposes only.
For more understanding watch the Video on Why SIP in Stocks is better than SIP in Mutual Funds!!
