How to choose the best scheme
There are many ways to choose the best scheme. You can choose the scheme based on the rating of a research firm or the returns of previous years or they can analyze the companies in which mutual funds are investing. Another thing that matters a lot is the Asset Under Management (AUM) of mutual fund companies. We are here to give you a list of 3 Best SIP Mutual Funds which have given huge returns in the last one year and have also got 5 star rating from rating agency CRISIL.
quant tax plan
Quant Tax plan is a direct plan, which comes under ELSS category. This means that this fund will help you save tax, but it will have a lock-in period of 3 years. In last 1 year fund has given 27.18% return of fund, last 2 years fund has given 86.85% return, in last 3 years fund has given 110.92% return while 5 year return is 135.81%.
Kotak Small Cap Fund
Kotak Small Cap Fund is also a direct plan. It is a small cap fund. In the last 1 year the fund has given 29.95% return, in the last 2 years this fund has given 88.73% return, in the last 3 years the fund has given 110.30% return, while the 5 year return is 123.23%. Kotak Small Cap Fund and Quant Tax Plan have given similar returns for the last 3 years. But only 5 years returns have been better in Quant Tax plan.
Quant Small Cap
Quant Small Cap is a direct plan and also falls under the small-cap category. In last 1 year the fund has given 35.28% return, in last 2 years the fund has given 123.88%, in last 3 years the fund has given 150.59% while the 5 year return is 158.85%. Kotak Small Cap Fund and Quant Small Cap are small cap funds which have higher risk appetite. Only those investors can invest in these funds who are willing to take risk. The top 5 holdings of the fund include Century Plyboards India Ltd., Sheela Foam Ltd., Carborundum Universal Ltd., Persistent Systems Ltd. and Supreme Industries Ltd.
AUM of Quant Small Cap
Quant Small Cap has an AUM of Rs 1270.6 crores, while the expense ratio is 0.5%, which makes it an attractive fund. The top 5 holdings of this fund include ITC Limited, Indiabulls Real Estate Limited, Arvind Limited, Bank of India and India Cements Limited. This fund invests 11.02% in large caps. While it has 7.67% investment in mid cap and its maximum investment in small cap is 68.9%.
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