5 mutual fund schemes in India with a good track record

By Ambari Datta Gupta
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    Recently, mutual funds have become a popular investment option for investors as benchmark indices have been scaling new heights. Here are a few mutual funds schemes that have done reasonably well in the past. Investors may analyze their portfolio and invest with professional help.

    Axis Equity with a porfolio of SBI, ICICI, HDFC and Infosys has a good record.

    Axis Equity with a porfolio of SBI, ICICI, HDFC and Infosys has a good record.

    Axis Equity has given a return of nearly 16.04 per cent in the last three years. The portfolio comprises stocks like Infosys, State Bank of India, ICICI Bank and HDFC Bank.

    ICICI Prudential Focused Bluechip Equity Retail is one of the consistent performer over the years.

    ICICI Prudential Focused Bluechip Equity Retail is one of the consistent performer over the years.

    With three years return of 15.81 per cent, ICICI Prudential Focused Bluechip Equity Retail is among the top performing mutual fund. The fund has given a return of 18.21 per cent in 5 years and turnover ratio is 40 per cent. The expense ratio is 2.23 per cent.

    Good trackrecord of HDFC Top 200 is a good investment option.

    Good trackrecord of HDFC Top 200 is a good investment option.

    In the last three years, HDFC Top 200 generated a return of around 13.81 per cent and is a good investment option. Adding to it is the low turnover ratio is of 28.96 per cent and expense ratio of 2.24 per cent. The portfolio comprises stocks like Infosys, ICICI Bank and State Bank.

    UTI Equity has been a performer with a good record

    UTI Equity has been a performer with a good record

    UTI Equity is another top performer with a return of nearly 15.60 per cent in the last 3 years. The turnover ratio is around 32.26 per cent and the expense ratio is quite low at 2.13 per cent.

    UTI Opportunities gave good returns over the last 3 years.

    UTI Opportunities gave good returns over the last 3 years.

    Returns on UTI Opportunities was nearly 15.68 per cent in the last three years. The turnover ratio is though high at 78.66 per cent. Expense ratio is 2.19 making it a good performer.

    Read more about: mutual funds benchmark indices
    Story first published: Wednesday, July 23, 2014, 10:58 [IST]
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