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Top 5 consistently performing Mutual Fund since 2014

Nikhil Desai
/ Categories: DSIJ Mindshare, Mutual Fund
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Many mutual fund investors use various methods to invest in the right funds to reap more returns. Equity mutual funds have attracted the attention of the investors in the last couple of years. Investors are advised to invest in equity schemes for a longer term to create wealth over a period of time.

Usually, investors wants to invest in a funds which are consistent in terms of returns. The consistency suggests stability in the fund management as well as its returns. To arrive at this, we have analysed all the schemes which have existed since 2014 or before that and evaluated the returns of chart toppers of every year.

The winners for every year changed, but there are some schemes which have delivered consistently good returns over the period of time and remained in the top quartile in terms of performance. According to our data analysis, the below mentioned schemes have been toppers of the return charts for the calendar years starting from 2014 to 2017.

             

The schemes like DSP BlackRock Small Cap Fund - Direct Plan, Reliance Small Cap Fund - Direct Plan, SBI Small & Midcap Fund - Direct Plan, Escorts High Yield Equity Fund - Direct Plan have been in the top 5 performers for more than a year and seems to be more consistent than others. However, post the categorisation, the consolidation and probable merger of the schemes, these past returns have become irrelevant for many schemes, but still the schemes which have identical nature and can be evaluated on the basis of their past returns. In the above mentioned schemes, the Reliance Small Cap Fund is going to be merged and will be reclassified as focused equity fund in the upcoming month.

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