The below table shows a list of the Best Performing Mutual Funds For 10 Years based on AUM, NAV, and minimum SIP.
| Name | AUM (Cr) | NAV (Rs) | Minimum SIP (Rs) |
| Nippon India Small Cap Fund | 61,646.36 | 203.21 | 100 |
| Quant Small Cap Fund | 27,160.76 | 296.05 | 1,000 |
| Canara Rob Small Cap Fund | 12,323.74 | 46.1 | 1,000 |
| Quant ELSS Tax Saver Fund | 10,799.00 | 410.46 | 0 |
| ICICI Pru Overnight Fund | 9,891.51 | 1,349.40 | 500 |
| Quant Mid Cap Fund | 8,941.21 | 253.23 | 0 |
| Quant Flexi Cap Fund | 7,331.43 | 109.49 | 0 |
| Edelweiss Small Cap Fund | 4,256.07 | 51.28 | 100 |
| Quant Infrastructure Fund | 3,599.01 | 44.1 | 1,000 |
| Bank of India Small Cap Fund | 1,613.36 | 56.99 | 0 |
Table of Contents
Introduction to Best Performing Mutual Funds in India For 10 Years
Nippon India Small Cap Fund
Nippon India Small Cap Fund is a Small Cap mutual fund scheme from Nippon India Mutual Fund. This fund has been operational since December 31, 2012, with an average annual return of 49.03% since its inception.
Nippon India Small Cap Fund falls under the Small Cap Fund category with an AUM of ₹61,646.36 crores, a 5-year CAGR of 38.67%, an exit load of 1%, and an expense ratio of 0.68%. The SEBI risk category is Very High. Its asset allocation includes 95.05% in Cash & Equivalents and 4.95% in Equity.
Quant Small Cap Fund
Quant Small Cap Fund is a Small Cap mutual fund scheme from Quant Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.
Quant Small Cap Fund falls under the Small Cap Fund category with an AUM of ₹27,160.76 crores, a 5-year CAGR of 49.32%, an exit load of 1%, and an expense ratio of 0.64%. The SEBI risk category is Very High. Its asset allocation includes 91.06% in Equity, 6.99% in Cash & Equivalents, 1.09% in Treasury Bills, and 0.85% in Futures & Options.
Canara Robeco Small Cap Fund
Canara Robeco Small Cap Fund is a Small Cap mutual fund scheme from Canara Robeco Mutual Fund. This fund has been operational for 5 years and 7 months, having been launched on January 25, 2019.
Canara Rob Small Cap Fund falls under the Small Cap Fund category with an AUM of ₹12,323.74 crores, a 5-year CAGR of 37.47%, an exit load of 1%, and an expense ratio of 0.44%. The SEBI risk category is Very High. Its asset allocation includes 96.33% in Equity, 3.61% in Cash & Equivalents, and 0.07% in Rights.
Quant ELSS Tax Saver Fund
Quant ELSS Tax Saver Fund is an Equity Linked Savings Scheme (ELSS) from Quant Mutual Fund. This fund has been operational since January 7, 2013, with an average annual return of 46.79% since its inception.
Quant ELSS Tax Saver Fund falls under the ELSS category with an AUM of ₹10,799.00 crores, a 5-year CAGR of 34.09%, an exit load of 0%, and an expense ratio of 0.59%. The SEBI risk category is Very High. Its asset allocation includes 96.54% in Equity, 3.38% in Cash & Equivalents, and 0.07% in Rights.
ICICI Prudential Overnight Fund
ICICI Prudential Overnight Fund is an Overnight mutual fund scheme from ICICI Prudential Mutual Fund. This fund has been operational for 5 years and 9 months, having been launched on November 14, 2018.
ICICI Prudential Overnight Fund falls under the Overnight Fund category with an AUM of ₹9,891.51 crores, a 5-year CAGR of 4.89%, an exit load of 0%, and an expense ratio of 0.10%. The SEBI risk category is Low. Its asset allocation includes 96.97% in Cash & Equivalents and 3.03% in Treasury Bills.
Quant Mid Cap Fund
Quant Mid Cap Fund is a Mid Cap mutual fund scheme from Quant Mutual Fund. This fund has been operational since January 7, 2013, with an average annual return of 51.68% since its inception.
Quant Mid Cap Fund falls under the Mid Cap Fund category with an AUM of ₹8,941.21 crores, a 5-year CAGR of 35.55%, an exit load of 0.5%, and an expense ratio of 0.58%. The SEBI risk category is Very High. Its asset allocation includes 91.08% in Equity, 5.06% in Cash & Equivalents, 3.03% in Treasury Bills, and 0.83% in Futures & Options.
Quant Flexi Cap Fund
Quant Flexi Cap Fund is a Flexi Cap mutual fund scheme from Quant Mutual Fund. This fund has been operational since January 7, 2013, with an average annual return of 53.03% since its inception.
Quant Flexi Cap Fund falls under the Flexi Cap Fund category with an AUM of ₹7,331.43 crores, a 5-year CAGR of 34.00%, an exit load of 1%, and an expense ratio of 0.59%. The SEBI risk category is Very High. Its asset allocation includes 93.98% in Equity, -0.78% in Cash & Equivalents, 3.70% in Treasury Bills, and 3.10% in Futures & Options.
Quant Infrastructure Fund
Quant Infrastructure Fund is a Sectoral Fund – Infrastructure from Quant Mutual Fund. This fund has been operational since January 7, 2013, with an average annual return of 62.08% since its inception.
Quant Infrastructure Fund falls under the Infrastructure Fund category with an AUM of ₹3,599.01 crores, a 5-year CAGR of 38.01%, an exit load of 0.5%, and an expense ratio of 0.66%. The SEBI risk category is Very High. Its asset allocation includes 95.18% in Equity, -0.53% in Cash & Equivalents, 1.10% in Treasury Bills, and 4.25% in Futures & Options.
Edelweiss Small Cap Fund
Edelweiss Small Cap Fund is a Small Cap mutual fund scheme from Edelweiss Mutual Fund. This fund has been operational since February 7, 2019, with an average annual return of 44.94% since its inception.
Edelweiss Small Cap Fund falls under the Small Cap Fund category with an AUM of ₹4,256.07 crores, a 5-year CAGR of 36.61%, an exit load of 1%, and an expense ratio of 0.38%. The SEBI risk category is Very High. Its asset allocation includes 98.07% in Equity and 1.93% in Cash & Equivalents.
Bank of India Small Cap Fund
Bank of India Small Cap Fund is a Small Cap mutual fund scheme from Bank of India Mutual Fund. This fund has been operational since December 19, 2018, with an average annual return of 54.40% since its inception.
Bank of India Small Cap Fund falls under the Small Cap Fund category with an AUM of ₹1,613.36 crores, a 5-year CAGR of 40.85%, an exit load of 1%, and an expense ratio of 0.47%. The SEBI risk category is Very High. Its asset allocation includes 90.20% in Equity, 9.79% in Cash & Equivalents, and 0.01% in Treasury Bills.
What is a Mutual Fund?
A mutual fund is a professionally managed investment vehicle that pools money from multiple investors to purchase a diversified portfolio of stocks, bonds, or other securities. It offers individuals access to professionally managed, diversified investments with relatively small amounts of capital.
Mutual funds are managed by expert fund managers who make investment decisions on behalf of investors. They offer various types of funds catering to different investment objectives, risk tolerances, and time horizons.
One key advantage of mutual funds is diversification, which helps spread risk across multiple investments. They also provide liquidity, allowing investors to buy or sell fund units easily. However, they come with fees and potential risks that investors should carefully consider.
Features Of Top Performing Mutual Funds For 10 Years
The main features of top-performing mutual funds for 10 years include consistent returns, professional management, diversification, and a proven track record of navigating various market conditions. These funds have demonstrated their ability to generate value for investors over an extended period.
- Consistent performance: These funds have shown the ability to deliver steady returns over a decade, outperforming benchmarks and peers consistently.
- Professional management: Experienced fund managers with proven expertise in their respective sectors or investment styles manage these funds.
- Diversification: Top performing funds often maintain well-diversified portfolios to spread risk and capitalize on various market opportunities.
- Adaptability: These funds have demonstrated the ability to adapt to changing market conditions and economic cycles over the 10-year period.
List of Top-Performing Mutual Funds For 10 Years Based on Expense Ratio
The table below shows the Best Performing Mutual Funds For 10 Years based on the lowest to highest expense ratio.
| Name | Expense Ratio (%) | Minimum SIP (Rs) |
| Nippon India Small Cap Fund | 0.68 | 100 |
| Quant Small Cap Fund | 0.64 | 1,000 |
| Canara Rob Small Cap Fund | 0.44 | 1,000 |
| Quant ELSS Tax Saver Fund | 0.59 | 0 |
| ICICI Pru Overnight Fund | 0.1 | 500 |
| Quant Mid Cap Fund | 0.58 | 0 |
| Quant Flexi Cap Fund | 0.59 | 0 |
| Quant Infrastructure Fund | 0.66 | 1,000 |
| Edelweiss Small Cap Fund | 0.38 | 100 |
| Bank of India Small Cap Fund | 0.47 | 0 |
Best Performing Mutual Funds For 10 Years Based on 3Y CAGR
The table below shows Best Performing Mutual Funds For 10 Years In India based on the Highest 3Y CAGR.
| Name | CAGR 3Y (Cr) | Minimum SIP (Rs) |
| Nippon India Small Cap Fund | 30 | 100 |
| Quant Small Cap Fund | 27.88 | 1,000 |
| Canara Rob Small Cap Fund | 24.05 | 1,000 |
| Quant ELSS Tax Saver Fund | 18.77 | 0 |
| ICICI Pru Overnight Fund | 5.96 | 500 |
| Quant Mid Cap Fund | 24.72 | 0 |
| Quant Flexi Cap Fund | 20.21 | 0 |
| Quant Infrastructure Fund | 24.76 | 1,000 |
| Edelweiss Small Cap Fund | 25.89 | 100 |
| Bank of India Small Cap Fund | 26.39 | 0 |
Top Performing Mutual Funds For 10 Years Based on Exit Load
The table below shows the Top Performing Mutual Funds For 10 Years List based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.
| Name | AMC | Exit Load (%) |
| Nippon India Small Cap Fund | Nippon Life India Asset Management Ltd | 1 |
| Quant Small Cap Fund | Quant Money Managers Limited | 1 |
| Canara Rob Small Cap Fund | Canara Robeco Asset Management Ltd | 1 |
| Quant ELSS Tax Saver Fund | Quant Money Managers Limited | 0 |
| ICICI Pru Overnight Fund | ICICI Prudential Asset Management Ltd | 0 |
| Quant Mid Cap Fund | Quant Money Managers Limited | 0.5 |
| Quant Flexi Cap Fund | Quant Money Managers Limited | 1 |
| Quant Infrastructure Fund | Quant Money Managers Limited | 0.5 |
| Edelweiss Small Cap Fund | Edelweiss Asset Management Ltd | 1 |
| Bank of India Small Cap Fund | Bank of India Investment Managers Ltd | 1 |
High Dividend Yield Mutual Funds In India For 10 Years
The table below shows High Dividend Yield Mutual Funds In India For 10 Years based 1Y CAGR.
| Name | Absolute Returns – 1Y (%) | Minimum SIP (Rs) |
| Nippon India Small Cap Fund | 37.99 | 100 |
| Quant Small Cap Fund | 36.72 | 1,000 |
| Canara Rob Small Cap Fund | 34.64 | 1,000 |
| Quant ELSS Tax Saver Fund | 22.13 | 0 |
| ICICI Pru Overnight Fund | 6.7 | 500 |
| Quant Mid Cap Fund | 27.9 | 0 |
| Quant Flexi Cap Fund | 27.72 | 0 |
| Quant Infrastructure Fund | 37.27 | 1,000 |
| Edelweiss Small Cap Fund | 37.36 | 100 |
| Bank of India Small Cap Fund | 40.65 | 0 |
Historical Performance of Best Performing Mutual Funds For 10 Years In India
The table below shows the Historical Performance of Best Performing Mutual Funds For 10 Years In India based on 5Y CAGR.
| Name | CAGR 5Y (Cr) | Minimum SIP (Rs) |
| Nippon India Small Cap Fund | 38.67 | 100 |
| Quant Small Cap Fund | 49.32 | 1,000 |
| Canara Rob Small Cap Fund | 37.47 | 1,000 |
| Quant ELSS Tax Saver Fund | 34.09 | 0 |
| ICICI Pru Overnight Fund | 4.89 | 500 |
| Quant Mid Cap Fund | 35.55 | 0 |
| Quant Flexi Cap Fund | 34 | 0 |
| Quant Infrastructure Fund | 38.01 | 1,000 |
| Edelweiss Small Cap Fund | 36.61 | 100 |
| Bank of India Small Cap Fund | 40.85 | 0 |
Factors To Consider When Investing In Mutual Funds For 10 Years
The main factors to consider when investing in mutual funds for 10 years include the fund’s historical performance, investment strategy, risk profile, and expense ratio. It’s crucial to align these factors with your long-term financial goals and risk tolerance.
- Fund performance: Analyze the fund’s performance over different market cycles. Consistent long-term returns are more important than short-term fluctuations.
- Investment strategy: Understand the fund’s investment philosophy and ensure it aligns with your investment objectives.
- Risk profile: Assess the fund’s risk metrics, such as standard deviation and Sharpe ratio, to ensure they match your risk tolerance.
- Expense ratio: Lower expense ratios can significantly impact your long-term returns. Compare ratios across similar funds.
How To Invest In Best Performing Mutual Funds In India For 10 Years?
To invest in the best performing mutual funds in India for 10 years, start by researching funds with consistent long-term performance. Compare their returns, risk profiles, and investment strategies. You can invest through a broker like Alice Blue or directly with the fund house.
Begin by completing the Know Your Customer (KYC) process if you haven’t already. This typically involves submitting identity and address proof. Once your KYC is verified, you can invest online or offline by filling out the application form and making the payment.
Consider setting up a Systematic Investment Plan (SIP) for regular investments, which can help in rupee cost averaging over the long term. Alternatively, you can make a lump sum investment. Regularly review your investments and rebalance if necessary to ensure they align with your financial goals.
Impact of Government Policies on Mutual Funds
Government policies can significantly impact mutual funds through regulatory changes, tax implications, and economic measures. These policies can affect fund performance, investor behavior, and overall market dynamics.
For instance, changes in tax laws may influence the attractiveness of certain fund categories. Economic policies like interest rate changes can impact debt fund returns. It’s crucial for investors to stay informed about policy changes and their potential effects on their investments.
How Top Mutual Funds in India Perform in Economic Downturns?
Top mutual funds in India often demonstrate resilience during economic downturns due to their diversified portfolios and professional management. While they may experience short-term volatility, they typically aim to minimize losses and position themselves for recovery.
During downturns, defensive sectors and debt funds may outperform. Equity funds might increase cash holdings or shift to less volatile stocks. The best funds often use these periods as opportunities to invest in quality stocks at lower valuations, potentially benefiting when markets recover.
Advantages Of Investing In Best Performing Mutual Funds In India?
The main advantages of investing in best performing mutual funds in India include professional management, diversification, potential for high returns, and ease of investment. These funds offer a way to access well-managed portfolios aligned with various investment objectives.
- Professional management: Expert fund managers make informed investment decisions based on extensive research and market analysis.
- Diversification: Mutual funds spread investments across multiple securities, helping to manage risk.
- Potential for high returns: Top-performing funds have demonstrated their ability to generate attractive returns over time.
- Liquidity: Most mutual funds offer easy entry and exit options, providing investors with flexibility.
Risks Of Investing In Best Performing Mutual Funds In India?
The main risks of investing in best performing mutual funds in India include market risk, interest rate risk, credit risk, and liquidity risk. While these funds have strong track records, past performance doesn’t guarantee future results.
- Market risk: Fund values can fluctuate based on overall market conditions, potentially leading to losses.
- Interest rate risk: Changes in interest rates can affect the value of debt securities in the fund’s portfolio.
- Credit risk: There’s a possibility of default by companies in which the fund has invested, particularly for debt funds.
- Concentration risk: Some funds may have high exposure to particular sectors or stocks, which could increase risk if those areas face challenges.
Mutual Funds GDP Contribution
Mutual funds contribute significantly to India’s GDP by channeling savings into productive investments. They play a crucial role in capital formation, helping finance various sectors of the economy.
By providing capital to businesses through equity and debt investments, mutual funds support economic growth. They also contribute to market efficiency and liquidity. However, the exact GDP contribution can vary based on market conditions and fund inflows.
Who Should Invest in Best Performing Mutual Funds In India For 10 Years?
Investors with a long-term horizon and moderate to high-risk tolerance should consider investing in the best performing mutual funds in India for 10 years. This strategy is suitable for those seeking potentially higher returns and who can withstand short-term market fluctuations.
These funds are ideal for individuals saving for long-term goals like retirement or children’s higher education. However, it’s crucial to align the investment with your financial objectives, risk profile, and overall portfolio strategy. Consult a financial advisor for personalized advice.
Best Performing Mutual Funds In India For 10 Years – FAQs
A mutual fund is a professionally managed investment vehicle that pools money from multiple investors to purchase a diversified portfolio of securities such as stocks, bonds, or other assets. It offers individual investors access to diversified, managed investments with relatively small amounts of capital, spreading risk across various securities.
Top Performing Mutual Funds In India For 10 Years #1: Nippon India Small Cap Fund
Top Performing Mutual Funds In India For 10 Years #2: Quant Small Cap Fund
Top Performing Mutual Funds In India For 10 Years #3: Canara Rob Small Cap Fund
Top Performing Mutual Funds In India For 10 Years #4: Quant ELSS Tax Saver Fund
Top Performing Mutual Funds In India For 10 Years #5: ICICI Pru Overnight Fund
These funds are listed based on the Highest AUM.
The best performing mutual funds for 10 years based on 1-year return are Quant Infrastructure Fund, Quant Mid Cap Fund, Quant Small Cap Fund, Quant Flexi Cap Fund, and Bank of India Small Cap Fund. These funds have demonstrated strong short-term growth, showcasing impressive returns.
Investing in best performing mutual funds for 10 years can be relatively safe due to their proven track record. However, all investments carry risks. These funds offer professional management and diversification, which can help manage risk over the long term. Always consider your risk tolerance before investing.
To invest in best performing mutual funds for 10 years, research funds with consistent long-term performance. Complete KYC formalities if needed. Use a broker like Alice Blue or invest directly with the fund house. Choose between a lump sum investment or a systematic investment plan (SIP) based on your financial goals.
The top performers based on the 3-year return are Quant Small Cap Fund, followed closely by the Quant Mid Cap Fund and Nippon India Small Cap Fund. The Quant Infrastructure Fund and Bank of India Small Cap Fund also show commendable returns, making them strong contenders in their respective categories.
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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.
