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5 mutual funds who gave smart returns in short term

08 Aug

We will be looking in to some of the mutual funds which are sector outperformer and doubled your money in 3-4 year. The rider here is that past performances do not guarantee that returns will be similar in future. Here we will cover sectors like Technology, Pharma, and FMCG. In fact there are many mutual funds which doubled the money in a very short term. We will try to identify such gems here so that you can benefit from them.

Here are some of the best mutual funds from selected sectors Pharma, healthcare, FMCG etc.

1) Reliance Pharma Fund

This mutual fund invests across Pharma and health care stocks.  Due to growing requirement of Pharma and healthcare area, this sector is expected to continue to grow. Hence investing in such mutual fund would provide excellent returns. Annualized returns in the last 5 years mentioned here:

  • 1 Year – 25%
  • 3 Years – 11%
  • 5 Years – 20%

2) UTI Pharma and Health Pharma Fund

This mutual fund too invests across Pharma and health care stocks.  Bench mark for this mutual fund is S&P Healthcare Index. Pharma and healthcare category average have yielded annualized returns of 10% in last 5 years. However this mutual fund has exceeded this and provided annualized returns of 25% in last 5 years. Hence investing in such mutual fund would add flavor to your portfolio. Annualized returns in the last 5 years are here:

  • 1 Year – 18%
  • 3 Years – 13%
  • 5 Years – 25%

3) ICICI Pru FMCG Fund

This mutual fund invests in fast moving consumer goods (FMCG).  Everyone would agree that the demand for FMCG goods would continue to grow. Hence investing in such mutual fund would provide excellent returns in long run. Annualized returns in the last 5 years are as below:

        1 Year – 32%

  • 3 Years – 29%
  • 5 Years – 25%

4) Franklin Infotech Fund

This mutual fund invests in Information Technology and ITES related stocks.  Due to outsourcing restrictions from US, IT industry has been slowdown for the past few years, However, still this mutual fund has performed well by investing in growing IT companies. Currently due to fall in dollar to rupee value, the IT stocks are expected to generate higher profits, hence IT stock prices have increased. This could be temporary. Annualized returns in the last 5 years are as below:

  • 1 Year – 33%
  • 3 Years – 9%
  • 5 Years – 16%

5) ICICI Pru Infotech Fund

This mutual fund too invests in Information Technology and ITES related stocks. Annualized returns in the last 5 years are as below:

  • 1 Year – 30%
  • 3 Years – 12%
  • 5 Years – 13%

 

Please remember that mutual fund investments are subject to market risk and we discussed some of the high risk high return funds here and there is no guarantee that they will have similar performance in future but it looks some of these sectors will continue to do well  and will outperform the market with stupendous returns.

So you are a high risk taker, go ahead and invest.

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Posted by on August 8, 2013 in Uncategorized

 

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