Investing ₹1,00,000 across five diverse mutual funds can significantly enhance your portfolio’s growth potential over five years. This strategy blends large-cap, mid-cap, small-cap, and sector-specific funds, each presenting distinct growth opportunities and risk profiles.
Our carousel demonstrates the impressive returns you could have achieved by allocating ₹1,00,000 to each of these funds. By incorporating the Nippon India Large Cap Fund, Edelweiss Large Cap Fund, Quant Small Cap Fund, SBI PSU Fund, and Motilal Oswal Midcap Fund, you benefit from a well-rounded investment approach that leverages the strengths of various market segments, thus balancing risk and reward effectively.
Disclaimer: These funds are intended solely for educational purposes and do not constitute a recommendation. Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
Calling this “well rounded” is like calling a team of 11 batsmen a well rounded team.
What about other asset classes apart from Equity? (eg. Debt, …)
What about other investment vehicles? (eg. ETFs, …)
Also, the choice to set 1Lac as the base of the Y-axis distorts the charts.
Makes the growth seem larger than what it actually was.
(try to set the charts with Y-axis starting at 0 to see the effect in play)
Q1. Are all charts showing 5year returns for the exact same year at “0th year” ?
If yes, which year is “0th year” ?
Q2. Why is there no significant drawdown in any of these charts?
Data for a period of bull-run? Something else?
Also, alongwith such posts, please do share the relevant links/references to the underlying data (eg. MF prospectus, historical returns) so that any interested folks can dig further to get a proper understanding and fact-check such claims.
In the current form,
this post reads like a blanket advertisement for mutual-funds,
which i am assuming was not the intention behind this post.
If I were to choose, I would have chosen ICICI Prudential Nifty 50 index fund, Parag Parikh DAAF, Quant SmallCap, Parag Parikh Flexi Cap fund, Motilal Oswal Midcap fund.
Also @RahulDeshpande please mention that these names of funds are not a recommendation.
It is not about whether i found the post appealing or not.
I am asserting that the original post in this topic-thread is providing an incomplete/misleading picture.
Hopefully, the answers to the couple of the follow-up questions posted above will help complete the picture, and help ensure that someone reading the post will take a well-informed decision and not an overtly optimistic one with unrealistic expectations.
Basically, this is what one needs to understand upon reading the oft-repeated “past performance isn’t indicative of future returns” phrase for equity investments.
This strategy blends large-cap, mid-cap, small-cap, and sector-specific funds, each presenting distinct growth opportunities and risk profiles.
By incorporating the Nippon India Large Cap Fund, Edelweiss Large Cap Fund, Quant Small Cap Fund, SBI PSU Fund, and Motilal Oswal Midcap Fund, you benefit from a well-rounded investment approach that leverages the strengths of various market segments, thus balancing risk and reward effectively. 
