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30 NOVEMBER 2012
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HELLO
We started with funds which have been operational for more than 10 years. Then we sorted them on basis of returns (CAGR).
We then came up with a list of top 10 mutual fund schemes, which have given the highest returns in last 10 years.
Caution A funds past performance is no guarantee of future performance. I repeat. A funds past performance is no
guarantee of future performance. Dont forget this. :)
So here are Indias top 10 Mutual Funds
These funds have given returns of around 30% + for 10 years. And that is huge. To better understand the enormity of these
returns, assume you invested Rs 10,000 in all ten funds at start of 2002. The value of that investment (if not withdrawn), now
stands as given in table below.
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http://www.stableinvestor.com/2012/11/top-10-mutual-funds-india.html
21-04-2016
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An investment of just Rs 10,000 in Reliance Growth Fund turned into a mind boggling Rs 1,73,448 in just 10 years! A similar
deposit in bank fixed deposits (@8%) would have just given Rs 21,600.
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One of the most common questions from mutual fund investors is about the best mutual fund to start a Systematic
Investment Plan (SIP). The answer is that we don't know. We don't know which fund would perform the best in coming years.
But what we feel is that a long term investor would be better off following a core satellite approach (similar to one suggested
in our Dead Monks Portfolio).
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We would take up the MF-Core-Satellite discussion in another post. For the time being, we leave you with few initial
suggestions:
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Start with 2-3 Index Funds as the Core of your MF portfolio. (Why Index Funds?)
Add smaller SIPs in 2-4 Non-Index funds (You may choose between large cap, mid cap, small cap or multi cap
funds, depending on your risk appetite) as Satellites of the Core.
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While CORE would provide stability to entire portfolio, SATELLITEs having comparatively riskier funds, would have
potential for higher returns. Allocation between the two components would depend on investors risk appetite.
Note to Regular Investor If you are familiar with SIPs and MFs, you might like to read an old post on How to boost your SIP
Returns.
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Labels: best mutual funds of india, core, mutual funds, satellite, sip, top 10, top mutual funds of india
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15 Comments
Sachin
The return value hypothesis assume you selected top 10 funds of decade in year 2012 (rear view mirror
driving). can you verify the data from year 1992 to 2002 and see what all top 10 mutual funds were in
that period and then invest in only from those top 10 funds. Finally compare those returns with your
current returns ? As that will be correct way of comparison. May be many good mutual funds i your list
do not exists at all before year 2000.
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Mod
@Spdixit
We would have loved to do that for all the 10 funds. But as you rightly mentioned, many of these
did not exist during 1992-2002. But we will find the data for those which existed and try doing a
post on same.
Thanks for the interesting approach.
equity.philip9876.com
Stable Investor
Mod
@equity.philip9876.com
That us nice.
We hope you started the SIPs long time back and not near 2007-08 :)
equity.philip9876.com
I started in 2005.
http://www.stableinvestor.com/2012/11/top-10-mutual-funds-india.html
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