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மியூச்சுவல் ஃபண்டுகளுக்கு தற்போது நேரம் சரி இல்லை எனத் தெரியும். இருப்பினும், கடந்த 8 ஆண்டுகளில் எந்த வகையான மியூச்சுவல் ஃபண்டுகள் எவ்வளவு வருமானம் கொடுத்து இருக்கிறது என கீழே அட்டவணையில் கொடுத்து இருக்கிறோம். ஆக நீண்ட காலத்தில், நல்ல மியூச்சுவல் ஃபண்டுகளில் முதலீடு செய்தால் நல்ல லாபம் கொடுக்கும் என்பதை கீழே அட்டவணையில் பார்த்தால் புரிந்து கொள்வீர்கள்.
கடந்த 8 ஆண்டுகளில் மியூச்சுவல் ஃபண்டுகள் கொடுத்த வருமான விவரம் | ||||||||
---|---|---|---|---|---|---|---|---|
ஃபண்ட் வகைகள் | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
Equity: International | 25.75 | -5.54 | 15.78 | 11.44 | -6.15 | 3 | 15.07 | 14.81 |
Commodities: Gold | 22.66 | 6.89 | 2.34 | 10.87 | -8.29 | -4.2 | -10.78 | 10.99 |
Equity: Sectoral-Banking | 14.79 | -1.48 | 38.87 | 10.87 | -12.22 | 63.45 | -13.92 | 55.06 |
Debt: Long Duration | 12.43 | -- | -- | -- | -- | -- | -- | -- |
Debt: Gilt with 10 year Constant Duration | 11.86 | 8.62 | 2.92 | 13.69 | 7.71 | 12.67 | 6.41 | 8.60 |
Debt: Gilt | 10.58 | 6.37 | 2.26 | 15.17 | 6.08 | 16.04 | 3.66 | 10.45 |
Equity: Large Cap | 10.53 | 1.10 | 30.92 | 3.71 | -1.06 | 36.18 | 6.95 | 29.16 |
Equity: Multi Cap | 9.78 | -5.41 | 36.68 | 4.06 | 3.19 | 51.84 | 3.95 | 33.08 |
Debt: Banking and PSU | 9.78 | 6.49 | 5.91 | 9.81 | 8.22 | 9.90 | 8.49 | 9.10 |
Equity: Sectoral-Technology | 8.81 | 17.65 | 18.78 | -3.87 | 5.32 | 23.36 | 55.16 | 6.64 |
Debt: Floater | 8.39 | 6.74 | 6.52 | 8.51 | 8.12 | 9.00 | 8.60 | 9.38 |
Equity: ELSS | 8.26 | -6.33 | 38.40 | 4.58 | 3.03 | 50.31 | 6.40 | 31.42 |
Hybrid: Multi Asset Allocation | 8.20 | 0.73 | 15.32 | 7.50 | 1.48 | 17.99 | 2.05 | 16.97 |
Debt: Corporate Bond | 8.11 | 5.77 | 5.50 | 10.24 | 7.77 | 10.84 | 6.25 | 9.79 |
Equity: Large & MidCap | 8.03 | -7.46 | 39.69 | 6.04 | 3.92 | 53.75 | 5.99 | 33.68 |
Hybrid: Aggressive Hybrid | 7.85 | -2.82 | 26.93 | 6.41 | 3.10 | 40.92 | 6.37 | 26.74 |
Debt: Money Market | 7.72 | 6.82 | 6.66 | 7.89 | 8.37 | 9.03 | 9.14 | 9.75 |
Debt: Medium to Long Duration | 7.67 | 4.87 | 3.43 | 12.45 | 6.03 | 13.90 | 4.57 | 10.44 |
Debt: Dynamic Bond | 7.41 | 5.51 | 3.33 | 13.10 | 6.57 | 13.63 | 5.52 | 10.24 |
Hybrid: Dynamic Asset Allocation | 7.12 | 1.86 | 18.28 | 6.26 | 4.27 | 28.73 | 6.39 | 22.15 |
Equity: Thematic-Energy | 7.06 | -15.36 | 39.98 | 24.19 | 0.17 | 48.94 | -5.15 | 17.65 |
Debt: Ultra Short Duration | 6.92 | 5.89 | 6.58 | 8.06 | 8.46 | 9.16 | 9.06 | 9.39 |
Hybrid: Balanced Hybrid | 6.72 | -0.62 | 17.63 | 8.29 | 3.80 | 28.98 | 3.98 | 19.80 |
Hybrid: Equity Savings | 6.68 | 0.95 | 14.15 | 6.88 | 4.87 | -- | -- | -- |
Debt: Liquid | 6.33 | 6.88 | 6.40 | 7.53 | 8.25 | 8.97 | 9.14 | 9.51 |
Hybrid: Conservative Hybrid | 6.32 | 1.87 | 10.93 | 9.76 | 5.82 | 19.33 | 4.90 | 14.11 |
Equity: Thematic-Consumption | 5.93 | -2.62 | 44.48 | 4.26 | 5.01 | 43.16 | 3.62 | 43.94 |
Debt: FMP | 5.82 | 7.19 | 6.63 | 7.81 | 8.34 | 9.09 | 9.05 | 9.48 |
Hybrid: Arbitrage | 5.81 | 5.60 | 5.57 | 6.60 | 7.64 | 8.37 | 8.87 | 9.05 |
Debt: Overnight | 5.51 | 5.94 | 5.69 | 6.56 | 7.49 | 8.36 | 8.61 | 8.99 |
Equity: Thematic | 4.91 | -7.01 | 34.32 | 5.34 | 0.59 | 48.61 | 6.56 | 26.12 |
Debt: Short Duration | 4.81 | 6.04 | 5.42 | 9.22 | 7.76 | 10.17 | 8.14 | 9.89 |
Debt: Medium Duration | 4.36 | 5.67 | 6.17 | 10.98 | 7.64 | 12.58 | 6.36 | 9.89 |
Equity: Thematic-PSU | 4.06 | -19.80 | 21.86 | 17.20 | -7.62 | 48.04 | -14.11 | 14.01 |
Equity: Sectoral-Pharma | 3.80 | -4.08 | 5.13 | -12.24 | 19.60 | 50.02 | 23.39 | 32.03 |
Equity: Thematic-Dividend Yield | 3.55 | -7.93 | 36.63 | 7.01 | -4.16 | 45.12 | -1.10 | 32.25 |
Equity: Thematic-MNC | 2.88 | -4.95 | 39.09 | -2.88 | 12.72 | 66.80 | 10.16 | 36.31 |
Equity: Mid Cap | 2.77 | -12.16 | 43.15 | 4.80 | 8.76 | 73.11 | 4.69 | 41.59 |
Equity: Value Oriented | 2.39 | -8.53 | 39.60 | 6.05 | 2.40 | 58.52 | 4.48 | 35.20 |
Debt: Low Duration | 2.34 | 7.06 | 6.84 | 8.52 | 8.01 | 9.09 | 9.02 | 9.59 |
Equity: Sectoral-Infrastructure | 1.80 | -18.41 | 47.95 | 2.93 | -0.81 | 59.46 | -8.27 | 25.19 |
Debt: Credit Risk | 0.40 | 5.07 | 7.17 | 10.22 | 9.23 | 11.23 | 7.59 | 9.68 |
Equity: Small Cap | -1.51 | -18.62 | 54.80 | 5.61 | 10.32 | 87.19 | 3.66 | 41.60 |
தமிழ் குட்ரிட்டன்ஸ் செய்திகளை உடனுக்குடன் படிக்க
English summary
types of mutual fund and its last 8 years annual return details as on 19th may 2020
Story first published: Tuesday, May 19, 2020, 20:47 [IST]