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ValueProductPastPerformance

Company NameReco DateReco PriceExit PriceExit Date% ReturnIn days
ITC Ltd. 28/12/2023464.20487.5002/01/2025 5.02% 1 yrs
Britannia Industries Ltd. 27/07/20234,875.805,028.2512/11/2024 3.13% 1 yrs
JSW Steel Ltd. 22/02/2024826.951,003.0026/09/2024 21.29% 217 days
Bajaj Auto Ltd. 22/08/20249,910.0011,930.0017/09/2024 20.38% 26 days
Dr. Reddy's Laboratories Ltd. 26/10/20235,429.306,536.0005/07/2024 20.38% 253 days
Shriram Finance Ltd. 25/04/20242,430.102,955.0028/06/2024 21.60% 64 days
Coal India Ltd. 25/01/2024389.50501.6022/05/2024 28.78% 118 days
Infosys Ltd. 27/10/20221,522.601,411.6019/04/2024 -7.29% 1 yrs
State Bank Of India 25/05/2023581.30782.0505/03/2024 34.53% 285 days
The Indian Hotels Company Ltd. 24/08/2023401.85517.9007/02/2024 28.88% 167 days

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NAV of these top equity mutual funds are trading near 52-week high; do you hold them?
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NAV of these top equity mutual funds are trading near 52-week high; do you hold them?

You might have heard of stocks trading near their 52-week high. This is considered to be a good indicator of its strength. In this article, we have listed top equity MFs that are trading near their 52-week high.

Equity markets have been dicey amid volatility and weak global cues. Certainly, the markets are currently trading in a bear phase. However, you might still find few stocks showing strength, especially those that are trading near their 52-week high despite such a volatile market.

 

If your investment horizon is lower, then at present you should invest cautiously in equity mutual funds and rather prefer investing in debt mutual funds. However, for long-term investors, this provides an opportunity to accumulate units at lower net asset value (NAV).

 

Moreover, increasing the SIP makes more sense if you invest via a systematic Investment Plan (SIP). This would help you accumulate higher units at a lower NAV.

 

In this article, we have curated a list of top equity mutual funds, whose NAVs are trading near their 52-week high. This will help investors to pick the funds that currently possess strength.

 

Having said that, this would rather work better as a screener. Hence, we would recommend investors not take investment decisions just based on this parameter. In fact, use this as a screener for carrying out further analysis.

 

Following is the list of top equity mutual funds, whose NAVs are trading near their 52-week high.

 

Funds

Category

NAV (Rs)

52-Week High (NAV)

Trailing Returns (%)

1-Year

3-Year

5-Year

SBI Consumption Opportunities Fund

Thematic - Consumption

205.7

209.3

16.1

22.0

14.6

Union Small Cap Fund

Small Cap

31.2

31.8

6.1

33.2

15.2

ICICI Prudential Bharat Consumption Fund

Thematic - Consumption

15.9

16.2

6.8

16.5

-

ICICI Prudential Exports & Services Fund

Thematic

93.5

95.7

1.2

19.9

10.8

SBI Large & Midcap Fund

Large & Mid Cap

386.7

397.3

4.7

21.9

13.7

ICICI Prudential India Opportunities Fund

Thematic

19.1

19.6

6.4

25.9

-

SBI Small Cap Fund

Small Cap

114.7

118.1

9.7

31.1

17.5

Nippon India Multi Cap Fund

Multi Cap

162.5

167.6

8.5

21.6

13.4

Nippon India Consumption Fund

Thematic - Consumption

128.8

132.8

10.6

25.0

16.2

ICICI Prudential FMCG Fund

Thematic - Consumption

370.1

381.8

9.9

15.0

12.3

Source: RupeeVest

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