Best Performing Mutual Funds In Last 10 Years English

Best Performing Mutual Funds In Last 10 Years

The below table shows the Best Performing Mutual Funds In the Last 10 Years based on AUM, NAV, and minimum SIP.

NameAUM (Cr)Minimum SIP (Rs)NAV (Rs)
Nippon India Small Cap Fund45749.06100167.45
HDFC Small Cap Fund28598.925000139.75
Nippon India Growth Fund24480.781003689.05
SBI Magnum Midcap Fund16856.011500231.61
HSBC Value fund11430.68100103.95
Quant Active Fund8731.921000707.31
Quant ELSS Tax Saver fund7769.92100410.04
Quant Mid Cap Fund5873.25100247.18
Quant Flexi Cap Fund4154.65100107.16
Quant Infrastructure Fund2207.59100043.57
Tata Infrastructure Fund1885.45100187.16

Content:

What are Top Performing Mutual Funds In the Last 10 Years?

The top-performing mutual funds over the last 10 years typically include those focused on sectors like technology, healthcare, and consumer goods. These funds have capitalized on market trends and economic cycles to deliver substantial returns to investors, outperforming many of their peers.

These funds often feature aggressive growth strategies, investing in companies with high potential for innovation and market disruption. This approach can lead to higher volatility, but the potential for significant gains attracts risk-tolerant investors looking for substantial returns.

Additionally, geographical diversification in emerging markets has proved beneficial for some top funds. Investing in high-growth economies allows these funds to tap into new markets and consumer bases, further enhancing their performance potential and attracting global investors.

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Best Performing Mutual Funds In Last 10 Years In India

The table below shows the Top Performing Mutual Funds In the Last 10 Years based on the lowest to highest expense ratio.

NameExpense Ratio (%)Minimum SIP (Rs)
HDFC Small Cap Fund0.585000
Quant Flexi Cap Fund0.68100
Quant Active Fund0.711000
Quant Mid Cap Fund0.71100
Quant Infrastructure Fund0.731000
Quant ELSS Tax Saver fund0.76100
Nippon India Small Cap Fund0.79100
HSBC Value fund0.79100
Nippon India Growth Fund0.81100
SBI Magnum Midcap Fund0.831500
Tata Infrastructure Fund1.26100

List Of Best Performing Mutual Funds In Last 10 Years

The table below shows the List Of Best Performing Mutual Funds In the Last 10 Years based on the Highest 3Y CAGR. 

NameCAGR 3Y (Cr)Minimum SIP (Rs)
Quant Infrastructure Fund42.861000
Quant Mid Cap Fund38.37100
Nippon India Small Cap Fund37.19100
Tata Infrastructure Fund37.16100
HDFC Small Cap Fund33.745000
Quant Flexi Cap Fund33.29100
Quant ELSS Tax Saver fund33.02100
Nippon India Growth Fund31.51100
Quant Active Fund29.621000
HSBC Value fund29.24100
SBI Magnum Midcap Fund26.291500

Highest Return Mutual Funds In Last 10 Years

The table below shows the Highest Return Mutual Funds In the Last 10 Years based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.

NameAMCExit Load (%)
Quant ELSS Tax Saver fundQuant Money Managers Limited0
Tata Infrastructure FundTata Asset Management Private Limited0.25
Quant Infrastructure FundQuant Money Managers Limited0.5
Quant Mid Cap FundQuant Money Managers Limited0.5
Nippon India Small Cap FundNippon Life India Asset Management Limited1
HDFC Small Cap FundHDFC Asset Management Company Limited1
Quant Flexi Cap FundQuant Money Managers Limited1
Nippon India Growth FundNippon Life India Asset Management Limited1
Quant Active FundQuant Money Managers Limited1
HSBC Value fundHSBC Global Asset Management (India) Private Limited1
SBI Magnum Midcap FundSBI Funds Management Limited1

Best Performing Mutual Funds In India Last 10 Years

The table below shows Best Performing Mutual Funds In India Last 10 Years based on Absolute 1 Year Return and AMC.

NameAMCAbsolute Returns – 1Y (%)
Quant Infrastructure FundQuant Money Managers Limited83.59
Tata Infrastructure FundTata Asset Management Private Limited73.2
Quant Mid Cap FundQuant Money Managers Limited72.78
Quant ELSS Tax Saver fundQuant Money Managers Limited63.63
Quant Flexi Cap FundQuant Money Managers Limited63
Nippon India Small Cap FundNippon Life India Asset Management Limited61.34
Nippon India Growth FundNippon Life India Asset Management Limited59.63
Quant Active FundQuant Money Managers Limited55.68
HSBC Value fundHSBC Global Asset Management (India) Private Limited55.63
HDFC Small Cap FundHDFC Asset Management Company Limited53.2
SBI Magnum Midcap FundSBI Funds Management Limited43.36

Who Should Invest In Best Performing Mutual Funds in Last 10 Years?

Investors seeking significant returns and who can tolerate higher risk should consider investing in the best-performing mutual funds from the last 10 years. These funds often involve greater market volatility but have the potential for rewarding outcomes, making them suitable for risk-tolerant individuals with a longer investment horizon.

Such investments are ideal for those with a well-established financial base and an appetite for speculative opportunities. They are less suitable for those nearing retirement or with immediate liquidity needs, due to the inherent risks and potential for large fluctuations in fund value.

Younger investors or those in the early stages of wealth accumulation might find these funds attractive. They have the time to recover from potential market downturns and can benefit from the long-term growth prospects that these high-performing funds offer.

How To Invest in the Best Performing Mutual Funds in the Last 10 Years?

To invest in the best-performing mutual funds from the last 10 years, start by reviewing historical performance data, fund manager credentials, and sector growth. It’s essential to assess fund stability, fees, and alignment with your financial goals before making an investment decision.

Next, consider consulting a financial advisor who can provide insights into which funds have consistently performed well and match your risk tolerance and investment timeline. They can also help navigate the complexities of fund selection based on your financial situation and objectives.

Finally, invest through a reputable brokerage or financial platform that offers access to these funds. Set up an investment account, choose your fund, and decide on the amount and frequency of your investments. Regular monitoring and adjustments based on fund performance and market conditions are advised.

Performance Metrics Of Best Mutual Funds in the Last 10 Years

Performance metrics of the best mutual funds over the last 10 years include average annual returns, alpha, beta, and Sharpe ratio. These indicators help assess overall performance, risk-adjusted returns, and how well the fund has managed market volatility compared to its peers and benchmarks.

Average annual returns give a straightforward measure of what investors have typically earned each year, which is critical for comparing the effectiveness of different funds. This metric allows investors to gauge a fund’s ability to consistently generate positive outcomes over a decade.

Additionally, the Sharpe ratio provides insights into how much extra return a fund has provided for each unit of risk taken, compared to risk-free investments. A higher Sharpe ratio indicates a more favorable risk-adjusted performance, which is particularly important for evaluating investment quality over long periods.

Benefits of Investing in Best Mutual Funds in the Last 10 Years

The main benefits of investing in the best mutual funds over the last 10 years include superior returns, risk diversification, and access to expert fund management. These funds have consistently outperformed market benchmarks, offering investors a reliable avenue for growing their wealth over time.

  • Superior Returns: Investing in top-performing mutual funds provides the potential for higher returns compared to average funds. These funds have a track record of outperforming benchmarks and peers, making them a lucrative option for investors seeking growth in their investment portfolios over a decade.
  • Expert Fund Management: By investing in the best funds, you gain access to skilled fund managers who have proven strategies for asset allocation and stock selection. This professional management can significantly influence the success of your investments, optimizing your returns through experienced decision-making.
  • Enhanced Risk Diversification: Top mutual funds often invest across a diverse range of sectors and geographies, spreading out potential risks. This diversification helps mitigate the impact of poor performance in any single investment, providing a more stable return on investment overall.
  • Liquidity and Flexibility: Best-performing funds typically offer good liquidity, allowing investors to buy and sell shares of the fund with ease. This flexibility is crucial for managing investment strategies and accessing funds when needed without significant penalties.

Challenges Of Investing In Best Mutual Funds in Last 10 Years

The main challenges of investing in the best mutual funds over the last 10 years include higher fees, the risk of market volatility, and the potential for past performance not to guarantee future results. Investors must carefully consider these factors to manage their expectations and investment strategies.

  • Hefty Management Fees: Top-performing mutual funds often come with higher management fees due to their superior performance and expert fund managers. These fees can eat into your overall returns, making it crucial to evaluate whether the potential gains justify the costs involved.
  • Volatility and Risk: While aiming for higher returns, the best mutual funds usually take on higher risks, which can lead to significant volatility. This uncertainty requires investors to have a strong risk tolerance and the ability to withstand potentially steep fluctuations in fund value.
  • Past Performance Disclaimer: A common challenge is the reliance on historical data; past performance is not a reliable indicator of future results. This can mislead investors expecting similar outcomes, who might be disappointed if the fund does not perform as well in future market conditions.
  • Market Timing Difficulty: Even with the best funds, timing the market remains challenging. Investors may enter at a high point, which can adversely affect the overall returns as opposed to long-term, disciplined investing which tends to smooth out entry points.

Introduction to List Of Best Performing Mutual Funds  In Last 10 Years

Nippon India Small Cap Fund

Nippon India Nifty Smallcap 250 Index Fund Direct-Growth is a mutual fund scheme specializing in Small Cap Index, offered by Nippon India Mutual Fund. It has a tenure of 3 years and 6 months, commencing from its launch date on 28/09/2020.

The Nippon India Small Cap Fund, categorized as a Small Cap Fund, manages assets worth ₹45,749.06 crore. It has achieved a 5-year Compound Annual Growth Rate (CAGR) of 61.34%. The fund has an exit load of 61.34% and an expense ratio of 0.79. It is classified under the Very High-risk category by SEBI. The composition of the mutual fund is predominantly equity, comprising 95.95% of its total holdings. Additionally, the fund holds 2.96% in cash and equivalents, with a small fraction of 1.09% allocated to other types of investments. This allocation reflects a strong emphasis on equity investments, suggesting a strategy aimed at capital growth.

HDFC Small Cap Fund

HDFC Small Cap Fund Direct-Growth is a mutual fund scheme focused on Small Cap investments, offered by Hdfc Mutual Fund. This fund has been operational for 11 years and 3 months, with its inception on January 1st, 2013.

The HDFC Small Cap Fund, which falls under the Small Cap Fund category, has assets under management (AUM) totaling ₹28,598.92 crore. It boasts a 5-year Compound Annual Growth Rate (CAGR) of 53.2%. This fund has an exit load of 53.2% and an expense ratio of 0.58. It is rated as Very High risk by SEBI. The asset composition for the fund is heavily skewed towards equity, which constitutes 90.80% of the portfolio, while cash and equivalents make up 9.20%. This allocation indicates a strong focus on equity investments, offering the potential for high returns at a correspondingly higher risk level.

Nippon India Growth Fund

Nippon India Flexi Cap Fund Direct-Growth is a mutual fund scheme categorized as Flexi Cap, offered by Nippon India Mutual Fund. This particular fund has been operational for a period of 2 years and 9 months, having commenced on 26/07/2021.

The Nippon India Growth Fund is classified as a Mid Cap Fund and has an assets under management (AUM) figure of ₹24,480.78 crore. It has recorded a 5-year Compound Annual Growth Rate (CAGR) of 59.63%. The fund has an exit load of 59.63% and an expense ratio of 0.81. It is listed in the Very High-risk category by SEBI. The asset allocation of the fund primarily focuses on equity, comprising 98.78% of the portfolio, while cash and equivalents make up a minor 1.22%. This composition reflects a strong emphasis on equity investments, offering the potential for higher returns albeit with increased risk exposure.

SBI Magnum Midcap Fund

The SBI Magnum Mid Cap Direct Plan-Growth is a mutual fund scheme categorized as Mid Cap offered by SBI Mutual Fund. This fund has a track record of 11 years and 3 months, commencing its operations on January 1st, 2013.

The SBI Magnum Midcap Fund, a Mid Cap Fund, manages assets totaling ₹16,856.01 crore. It features a 5-year Compound Annual Growth Rate (CAGR) of 43.36%. The fund imposes an exit load of 43.36% and maintains an expense ratio of 0.83. It is categorized as Very High risk by SEBI. The asset allocation for the fund is primarily focused on equity investments, accounting for 91.85% of its total holdings. In addition, 8.09% of the fund is held in cash and equivalents, providing liquidity and stability. Only a minimal portion, 0.06%, is invested in Treasury Bills.

HSBC Value fund

HSBC Value Fund Direct-Growth is a mutual fund scheme focused on value investing, offered by HSBC Mutual Fund. This fund has a track record of 11 years and 3 months since its launch on January 1st, 2013.

The HSBC Value Fund, categorized as a Value Fund, has assets under management (AUM) of ₹11,430.68 crore. It has achieved a 5-year Compound Annual Growth Rate (CAGR) of 55.63%. The fund’s exit load is 55.63% and it has an expense ratio of 0.79. It falls under the Very High-risk category according to SEBI. The actual allocation of the fund consists of 1.94% in cash and equivalents, while a significant majority, 98.06%, is invested in equity. This distribution reflects a strong focus on equity investments with a minimal portion held in liquid assets.

Quant Active Fund

Quant Active Fund Direct-Growth is a diversified mutual fund offered by Quant Mutual Fund. It has a track record of 11 years and 3 months since its launch on January 1, 2013.

The Quant Active Fund, which is a Multi Cap Fund, oversees assets worth ₹8,731.92 crore. It has posted a 5-year Compound Annual Growth Rate (CAGR) of 55.68%. The fund charges an exit load of 55.68% and has an expense ratio of 0.71. It is classified under the Very High-risk category by SEBI. The actual investment portfolio is composed as follows: Equity holdings constitute the majority at 90.53%, followed by Futures & Options at 8.85%, and Treasury Bills at 3.69%. Mutual Funds make up a minimal 0.01%, while Cash & Equivalents show a negative balance of -3.08%.

Quant ELSS Tax Saver fund

The Quant ELSS Tax Saver Fund Direct-Growth is an equity-linked savings Scheme (ELSS) offered by Quant Mutual Fund. This particular fund has been operational for 11 years and 3 months, having been introduced on January 1, 2013.

The Quant ELSS Tax Saver Fund, an Equity Linked Savings Scheme (ELSS), manages assets totaling ₹7,769.92 crore. It has achieved a 5-year Compound Annual Growth Rate (CAGR) of 63.63%. The fund has an exit load of 63.63% and an expense ratio of 0.76. It is categorized as Very High risk by SEBI. The actual rights of the portfolio consist of 0.06% in cash and equivalents, 1.68% in rights, and a substantial 98.27% in equity. This allocation highlights a strong emphasis on equity investments, with minimal holdings in cash and rights.

Quant Mid Cap Fund

Quant Large and Mid Cap Fund Direct-Growth is a mutual fund scheme categorized as Large & MidCap, managed by Quant Mutual Fund. It has a track record of 11 years and 3 months since its inception on January 1, 2013.

The Quant Mid Cap Fund, positioned in the Mid Cap Fund category, oversees assets of ₹5,873.25 crore. It features a 5-year Compound Annual Growth Rate (CAGR) of 72.78%. This fund has an exit load of 72.78% and maintains an expense ratio of 0.71. It falls under the Very High-risk category according to SEBI. The portfolio composition includes 93.53% in Equity, 4.56% in Treasury Bills, 2.74% in Futures & Options, and a small allocation of -0.83% in Cash & Equivalents. This distribution highlights a significant focus on equities with supplementary investments in Treasury Bills and derivatives while maintaining a slight negative balance in cash and equivalents.

Quant Flexi Cap Fund

Quant Flexi Cap Fund Direct-Growth, offered by Quant Mutual Fund, is a Flexi Cap mutual fund option. This particular fund has a track record spanning 11 years and 3 months, commencing from its launch on January 1st, 2013.

The Quant Flexi Cap Fund, classified as a Flexi Cap Fund, manages assets worth ₹4,154.65 crore. It has recorded a 5-year Compound Annual Growth Rate (CAGR) of 63%. The fund charges an exit load of 63% and has an expense ratio of 0.68. It is rated as Very High risk by SEBI. The actual allocation of the investment includes -3.26% in cash and equivalents, 4.83% in Treasury Bills, 13.48% in Futures & Options, and a significant 84.96% in Equity. This distribution reflects a strong emphasis on equity investments, complemented by positions in various other financial instruments.

Quant Infrastructure Fund

Quant Infrastructure Fund Direct-Growth is a Sectoral-Infrastructure mutual fund offered by Quant Mutual Fund. It has a track record of 11 years and 3 months, having commenced operations on January 1, 2013.

The Quant Infrastructure Fund, a Sectoral Fund focused on Infrastructure, has assets under management (AUM) totaling ₹2,207.59 crore. It boasts a 5-year Compound Annual Growth Rate (CAGR) of 83.59%. The fund has an exit load of 83.59% and an expense ratio of 0.73. It is classified under the Very High-risk category by SEBI. In reality, the allocation of funds is as follows: Cash & Equivalents make up a minor portion, while REITs & InvIT, Treasury Bills, and Futures & Options represent moderate portions. The majority of the allocation, at 90.72%, is in Equity, indicating a substantial investment in stocks.

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Best Performing Mutual Funds In Last 10 Years – FAQs

1. Which Are The Best Performing Mutual Funds In Last 10 Years?

Best Performing Mutual Funds In Last 10 Years #1: Nippon India Small Cap Fund
Best Performing Mutual Funds In Last 10 Years #2: HDFC Small Cap Fund
Best Performing Mutual Funds In Last 10 Years #3: Nippon India Growth Fund
Best Performing Mutual Funds In Last 10 Years #4: SBI Magnum Midcap Fund
Best Performing Mutual Funds In Last 10 Years #5: HSBC Value fund

These funds are listed based on the Highest AUM.

2. What Are The Top Performing Mutual Funds In Last 10 Years?

Over the past decade, Nippon India Small Cap Fund, HDFC Small Cap Fund, Nippon India Growth Fund, SBI Magnum Midcap Fund, and HSBC Value Fund have emerged as top-performing mutual funds. These funds have consistently delivered impressive returns, making them popular choices among investors seeking long-term growth opportunities.

3. Can I Invest In Best Performing Mutual Funds In Last 10 Years?

While past performance is a valuable indicator, it’s essential to conduct thorough research and consider various factors before investing. Factors such as risk tolerance, investment goals, and market conditions should also be taken into account. Consulting with a financial advisor can help you make informed decisions about investing in the best-performing mutual funds.

4. Is It Good To Invest In Best Performing Mutual Funds In Last 10 Years?

Investing in the best-performing mutual funds of the past decade can be appealing, but it’s crucial to exercise caution. Past performance doesn’t guarantee future results, and market conditions can change. Conduct thorough research, assess your risk tolerance, and consult with a financial advisor before making investment decisions.

5. How To Invest In Best Performing Mutual Funds In Last 10 Years?

To invest in the best-performing mutual funds of the past decade, start by researching the funds’ historical performance, expense ratios, and investment strategies. Open an account with a reputable brokerage or mutual fund platform, then allocate funds based on your investment goals and risk tolerance. Regularly monitor and adjust your portfolio as needed.

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.

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