These Equity Mutual Funds Yielding Positive Returns Every Year for the Past 5 Years

Feeling assured when we receive positive returns generated by our portfolio every year is natural. We certainly desire to safeguard our investments, whether in securities or mutual funds, to prevent them from declining in value from their purchase prices and leading to negative returns. The same principle applies to our investments in Mutual Funds, where we allocate our hard-earned money to shield against the impacts of inflation and frivolous spending. Jokes aside, when we refrain from unnecessary luxury expenses and instead focus on investing, it demonstrates a distinct understanding of financial matters compared to others. We won’t debate what to buy or avoid, or how much to spend, save, and invest. Instead, we’ll explore funds that have consistently yielded positive returns for investors over the past five years, every year in each category, say Large, Mid, and Small.

Large Cap Funds

Mid Cap Funds

Small Cap Funds

We can analyze that the count of those mutual funds that have consistently yielded positive returns every year in the Large Cap category is higher, with around 23 schemes across different AMCs achieving this. In the Mid Cap and Small Cap categories, the count is approximately 12 and 5 respectively.

Conclusion

In summary, the analysis suggests that large-cap funds have shown higher consistency in delivering positive returns over the past five years. Across various AMCs, approximately 23 schemes in the large-cap category have consistently yielded favorable results. Conversely, the mid-cap and small-cap categories exhibit slightly fewer options, with around 12 and 5 schemes respectively maintaining this trend. This insight underscores the reliability and attractiveness of large-cap investments for investors seeking stable returns. While mid and small-cap funds offer growth potential, investments in the large-cap offer stability.

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Disclaimer: This post has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.