Top 5 Large Cap Mutual Funds: Highest Gains from 52-Week Lows and Weekly Returns

Indian markets rebounded on Thursday, following initial anxieties after the election results. Investors seem to be adopting a wait-and-see approach, anticipating the formation of a new government under Prime Minister Narendra Modi’s leadership. In this climate, large-cap mutual funds, known for their focus on established companies and relatively lower volatility, have witnessed some interesting trends.

Top 5 Large Cap Mutual Funds: Gains from 52-Week Low Prices

The table below highlights the top five large cap mutual funds that have recorded significant returns from their 52-week low prices. These funds have shown resilience and strong recovery, reflecting their robust market position and growth potential.

Among these funds, the Kotak Nifty Alpha 50 ETF stands out with a remarkable gain of 72.12% from its 52-week low, demonstrating strong market performance and investor confidence. The UTI Nifty200 Momentum 30 Index Fund and Aditya Birla Sun Life Nifty 200 Momentum 30 ETF also showcased impressive gains of 61.88% and 61.87%, respectively.

Top 5 Large Cap Mutual Funds: Weekly Returns

Short-term performance is a critical indicator of a fund’s potential. The following table lists the top five large cap mutual funds based on their one-week returns, reflecting their recent market momentum and agility.

The ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF – Direct Plan led the pack with a one-week return of 1.92%, followed by the Quant Focused Fund – Direct Plan with a return of 1.70%. These funds not only delivered strong short-term gains but also maintained commendable performance over longer periods, with the Quant Focused Fund boasting a one-year return of 55.61%.

Conclusion

The analysis of top-performing large cap mutual funds reveals significant trends in momentum and low-volatility investing strategies. Momentum investing, evident in funds like Kotak Nifty Alpha 50 ETF and UTI Nifty200 Momentum 30 Index Fund, involves capitalising on stocks with rising prices. These funds have shown substantial gains from their 52-week lows, likely due to their focus on stocks experiencing upward momentum during the period.

Conversely, the strong weekly returns from low-volatility funds such as ICICI Prudential Nifty 100 Low Volatility 30 ETF and Kotak Nifty 100 Low Volatility 30 ETF indicate the benefits of stability in uncertain markets. These funds invest in established companies with a history of steady performance, aiming to minimise risk by diversifying across stocks with historically stable prices. This strategy offers smoother returns, proving beneficial during volatile times.

In summary, both momentum and low-volatility strategies have demonstrated their effectiveness in enhancing returns, depending on market conditions. Investors should consider these strategies for a balanced portfolio, leveraging momentum for growth potential and low-volatility for stability.

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. The information is based on various secondary sources on the internet and is subject to change. Please consult with a financial expert before making investment decisions.