Top three consistently performing ETFs

In volatile investing, Exchange Traded Funds (ETFs) have become a popular choice for their diversification and ease of access. But with countless options available, picking the right ones for consistent growth can be a challenge. This article explores three ETFs that have historically delivered strong returns with lower volatility, offering a solid foundation for any investment portfolio. We’ll delve into their specific investment strategies, and risk profiles, and explore how they can contribute to your long-term financial goals.

Following are the top three consistently performing ETFs:

Motilal Oswal Nasdaq 100 ETF (MOFN100)

The Motilal Oswal Nasdaq 100 ETF (MOFN100), formerly known as the Motilal Oswal MOSt Shares NASDAQ-100 ETF (MOSt Shares NASDAQ 100), is an Exchange Traded Fund (ETF) launched by Motilal Oswal Mutual Fund on March 9, 2011. It tracks the NIFTY 50 TRI benchmark and invests in equity. It has a TER (Total Expense Ratio) of 0.58% as of April 30, 2024. The minimum investment amount is Rs 500 and it is an open-ended scheme.

As of April 30, 2024, the total assets of the ETF were Rs 7,263.69 Cr. It has a turnover ratio of 23% and no exit load. The NAV (Net Asset Value) of the ETF as of May 31, 2024, was ₹151.0251. Since its inception, the ETF has delivered a CAGR (Compound Annual Growth Rate) of 22.48%, compared to the benchmark CAGR of 14.18%.

Aditya Birla Sun Life Nifty 50 ETF

The Aditya Birla Sun Life Nifty 50 ETF is an open-ended exchange-traded fund (ETF) launched by Aditya Birla Sun Life Mutual Fund on July 22, 2011. It tracks the NIFTY 50 TRI, a benchmark index of the 50 largest companies listed on the National Stock Exchange of India.

The ETF has a TER of 0.06% (as of April 30, 2024) and requires a minimum investment of Rs 5,000. As of June 3, 2024, the NAV of the ETF is Rs. 26.5689. The ETF has delivered a CAGR of 12.81% since its inception, though the benchmark index has slightly outperformed it with a CAGR of 14.18%.

Nippon India ETF Nifty 50 BeES

The Nippon India ETF Nifty 50 BeES (Erstwhile Reliance ETF Nifty BeES) is an Exchange Traded Fund (ETF) launched by Nippon India Mutual Fund on December 28, 2001. It tracks the NIFTY 50 TRI benchmark, an index that measures the performance of the top 50 companies listed on the National Stock Exchange of India. The fund has a low total expense ratio (TER) of 0.04% (as on April 30, 2024) and is an open-ended scheme.

Investors can invest in the fund for a minimum amount of Rs 10,000 and there is no exit load. As of April 30, 2024, the fund has total assets of Rs 24,792.9 Cr. The net asset value (NAV) of the fund as on June 3, 2024, is Rs 258.2584. Since its inception, the fund has delivered a CAGR (Compound Annual Growth Rate) of 14.61%, outperforming its benchmark NIFTY 50 TRI which has a CAGR of 14.18%.

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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.