mid ,flexi, and momentum mutual funds name of chatgpt in 2025;
best earning money with momentum mutual funds in india? 2025? top rated 4
ChatGPT said:
Momentum mutual funds in India focus on investing in stocks exhibiting strong upward price movements, aiming to capitalize on prevailing market trends. As of December 2024, here are four top-rated momentum mutual funds to consider for 2025:
UTI Nifty200 Momentum 30 Index Fund
This fund tracks the Nifty200 Momentum 30 Index, investing in 30 high-momentum large and mid-cap stocks. It has delivered a 1-year return of approximately 59.80% and a 3-year return of around 20.45%.
Motilal Oswal Nifty 200 Momentum 30 Index Fund
This fund also tracks the Nifty200 Momentum 30 Index, focusing on high-momentum stocks. It has achieved a 1-year return of about 59.60% and a 2-year return of approximately 37.02%.
ICICI Prudential Nifty 200 Momentum 30 Index Fund
This fund invests in high-momentum stocks within the Nifty 200. It has recorded a 1-year return of around 58.90% and a 2-year return of about 36.47%.
Edelweiss Nifty Midcap150 Momentum 50 Index Fund
This fund focuses on mid-cap stocks with strong momentum, tracking the Nifty Midcap150 Momentum 50 Index. It has posted a 1-year return of approximately 55.81%.
Please note that past performance does not guarantee future results. Investing in momentum mutual funds carries inherent risks due to market volatility. It's advisable to assess your risk tolerance and investment objectives before investing. Consulting with a financial advisor can provide personalized guidance tailored to your financial goals.
You said:
ChatGPT said:
Investing in mid-cap and flexi-cap equity mutual funds can offer a balance between growth potential and diversification. Based on recent performance data up to December 2024, here are some top-performing funds in these categories:
Top Mid-Cap Equity Funds:
Motilal Oswal Midcap Fund Direct-Growth
This fund has delivered a 3-year return of approximately 36.78% and a 5-year return of around 16.36%. It has a fund size of ₹22,898 crore and an expense ratio of 0.54%.
HDFC Mid-Cap Opportunities Direct Plan-Growth
With a 3-year return of about 29.37% and a 5-year return of approximately 16.36%, this fund manages assets worth ₹76,060.89 crore and has an expense ratio of 0.76%.
Edelweiss Mid Cap Direct Plan-Growth
This fund has achieved a 3-year return of around 27.8% and a 5-year return of about 32.04%, with a fund size of ₹7,755 crore.
Quant Mid Cap Fund Direct Growth
Offering a 3-year annualized return of 25.53% and a 5-year return of 34%, this fund has an asset under management (AUM) of ₹9,500 crore.
Top Flexi-Cap Equity Funds:
JM Flexicap Fund (Direct) Growth Option
This fund has provided a 3-year return of approximately 28.44% and manages assets worth ₹5,012 crore, with an expense ratio of 0.52%.
HDFC Flexi Cap Fund - Direct Plan - Growth Option
With a 3-year return of about 17.1%, this fund has a substantial AUM of ₹66,304 crore and an expense ratio of 1.05%.
Quant Flexi Cap Fund
This fund has delivered a 3-year return of approximately 32.31% and manages assets worth ₹7,331 crore.
Kotak Flexicap Fund Direct Growth
Offering a 3-year return of around 17.1%, this fund has an AUM of ₹51,276 crore and an expense ratio of 0.61%.
Considerations for 2025:
Performance Metrics: While past performance provides insights, it doesn't guarantee future results.
Expense Ratios: Lower expense ratios can enhance net returns over time.
Fund Size: Larger funds may offer stability, while smaller funds might be more agile in seizing market opportunities.
Investment Horizon: Align your fund selection with your financial goals and time frame.
Risk Tolerance: Assess your comfort with market volatility, especially with mid-cap funds, which can be more volatile than large-cap funds.
It's advisable to consult with a financial advisor to tailor your investment choices to your specific needs and risk appetite.