Best Performing Mutual Funds In Last 2 Years English

Best Performing Mutual Funds In Last 2 Years

The below table shows the International Mutual Funds based on AUM, NAV, and minimum SIP.

NameAUM (Cr)NAVMinimum SIP (Rs)
Parag Parikh Flexi Cap Fund60559.4376.593000
Mirae Asset Large & Midcap Fund33618.78147.29500
ICICI Pru Multicap Fund11180.25765.12500
Quant Active Fund8731.92707.311000
PGIM India Flexi Cap Fund5978.6236.641000
Quant Focused Fund732.8594.011000

Content:

What is Top Performing Mutual Funds In the Last 2 Years?

The top-performing mutual funds over the last two years include Parag Parikh Flexi Cap Fund, Mirae Asset Large & Midcap Fund, ICICI Pru Multicap Fund, Quant Active Fund, PGIM India Flexi Cap Fund, and Quant Focused Fund. These funds have shown robust returns in their respective categories.

Parag Parikh Flexi Cap Fund and Mirae Asset Large & Midcap Fund stand out for their strategic allocations across market capitalizations, which enhances their adaptability to market changes. This approach has been crucial in navigating the volatile markets of the past two years.

The Quant Active Fund and Quant Focused Fund, known for their aggressive strategies, have also performed exceptionally well. Their focus on active management and concentrated portfolios has allowed them to capitalize on market opportunities efficiently, delivering impressive results.

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Best Performing Mutual Funds In Last 2 Years In India

The table below shows the Best International Mutual Funds based on the lowest to highest expense ratio.

NameExpense Ratio (%)Minimum SIP (Rs)
PGIM India Flexi Cap Fund0.411000
Parag Parikh Flexi Cap Fund0.573000
Mirae Asset Large & Midcap Fund0.65500
Quant Active Fund0.711000
Quant Focused Fund0.761000
ICICI Pru Multicap Fund0.89500

List Of Best Performing Mutual Funds In Last 2 Years

The table below shows the Best International Mutual Funds In India based on the Highest 3Y CAGR. 

NameCAGR 3Y (Cr)Minimum SIP (Rs)
Quant Active Fund29.621000
ICICI Pru Multicap Fund26.77500
Quant Focused Fund25.741000
Parag Parikh Flexi Cap Fund23.283000
Mirae Asset Large & Midcap Fund20.84500
PGIM India Flexi Cap Fund17.891000

Highest Return Mutual Funds In Last 2 Years

The table below shows the Top International Mutual Funds In India based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.

NameAMCExit Load (%)
PGIM India Flexi Cap FundPGIM India Asset Management Private Limited0.5
Quant Active FundQuant Money Managers Limited1
ICICI Pru Multicap FundICICI Prudential Asset Management Company Limited1
Quant Focused FundQuant Money Managers Limited1
Mirae Asset Large & Midcap FundMirae Asset Investment Managers (India) Private Limited1
Parag Parikh Flexi Cap FundPPFAS Asset Management Pvt. Ltd.2

Best Performing Mutual Funds In India Last 2 Years

The table below shows International Mutual Funds based on Absolute 1 Year Return and AMC.

NameAMCAbsolute Returns – 1Y (%)
Quant Focused FundQuant Money Managers Limited58.69
Quant Active FundQuant Money Managers Limited55.68
ICICI Pru Multicap FundICICI Prudential Asset Management Company Limited51.92
Mirae Asset Large & Midcap FundMirae Asset Investment Managers (India) Private Limited41.01
Parag Parikh Flexi Cap FundPPFAS Asset Management Pvt. Ltd.40.14
PGIM India Flexi Cap FundPGIM India Asset Management Private Limited31.09

Who Should Invest In Best Performing Mutual Funds in the Last 2 Years?

Investors looking for substantial returns and who are comfortable with the associated risks should consider investing in the best-performing mutual funds from the last two years. These funds often demonstrate higher volatility and potential for significant gains, suitable for those with a more aggressive investment approach.

Individuals with a medium to long-term investment horizon can benefit from these funds, as they allow for the weathering of market fluctuations and the capitalization of the growth potential of high-performing assets. This strategy is ideal for those not need immediate liquidity.

Investors with a higher risk tolerance will find these funds appealing. The potential for higher returns comes with increased risk exposure, making it crucial for investors to evaluate their capacity to handle potential downturns and the impact on their overall financial strategy.

How To Invest in the Best Performing Mutual Funds in the Last 2 Years?

To invest in the best-performing mutual funds from the last two years, start by researching these funds’ historical performance, investment strategy, and risk factors. Then, open an account with a reputable brokerage or mutual fund platform, and execute your investment transactions accordingly.

Once you’ve identified the desired funds, utilize the platform’s tools and resources to analyze their performance metrics, fund managers’ expertise, and expense ratios. This thorough evaluation will help you make informed decisions aligned with your investment objectives and risk tolerance.

After conducting due diligence, proceed to invest in the selected funds through the platform’s user-friendly interface. Monitor your investments regularly and stay updated on market trends to adjust your portfolio as needed, ensuring it remains in line with your financial goals and risk appetite.

Performance Metrics Of Best Mutual Funds in the Last 2 Years

The performance metrics of the best mutual funds in the last two years include factors such as annualized returns, volatility measures like standard deviation, and risk-adjusted metrics like Sharpe ratio and Sortino ratio. These metrics provide insight into a fund’s historical performance and risk-return profile.

Additionally, analyzing fund characteristics such as expense ratios, portfolio turnover rates, and assets under management (AUM) can offer further insights into the fund’s operational efficiency and scalability. Understanding these metrics enables investors to make informed decisions aligned with their investment objectives and risk tolerance.

Furthermore, comparing a fund’s performance against relevant benchmarks and peer group averages provides context and helps assess its relative strength and competitiveness within its investment category. This comparative analysis aids investors in identifying standout performers and selecting funds that have consistently outperformed their peers over the specified time frame.

Benefits of Investing in Best Mutual Funds in the Last 2 Years

The main benefits of investing in top mutual funds over the last two years include diversified portfolios, professional management, and potentially higher returns compared to traditional savings. These funds have shown resilience and profitability, especially in fluctuating markets.

  • Portfolio Diversification: Investing in the best mutual funds provides access to a diversified portfolio, reducing risk by spreading investments across various assets. This diversification helps mitigate losses if one sector underperforms, as other investments in the portfolio may perform better, balancing the overall risk and return.
  • Expert Management: Mutual funds are managed by professional fund managers who have the expertise to analyze market trends and make informed investment decisions. This professional management helps in optimizing the asset allocation and timing the market, which can be challenging for individual investors.
  • Higher Return Potential: Top mutual funds have the potential to yield higher returns compared to traditional bank savings or fixed deposits, especially over the last two years. They offer exposure to a variety of assets, including stocks and bonds, which have historically outperformed other types of investments.

Challenges Of Investing In Best Mutual Funds in the Last 2 Years

The main challenges of investing in top mutual funds in the last two years include market volatility, higher management fees, and the risk of underperformance. Economic uncertainty and fluctuating markets can impact returns, making it vital to monitor and adjust investments regularly.

  • Navigating Market Volatility: Over the past two years, investors in mutual funds have faced significant market fluctuations driven by economic uncertainties. These shifts can rapidly affect fund values, requiring investors to stay informed and react quickly to market changes to protect their investments.
  • Cost Considerations: Best mutual funds often come with higher management fees due to active management by professionals. These fees can eat into overall returns, especially in a low-return environment, making it essential for investors to weigh the benefits against the costs carefully.
  • Performance Uncertainty: Despite professional management, even the best mutual funds can underperform the market. The past two years have seen unpredictable economic conditions, challenging fund managers’ ability to consistently achieve top results, thus adding risk to investors’ portfolios.

Introduction to List Of Best Performing Mutual Funds In Last 2 Years

Parag Parikh Flexi Cap Fund

The Parag Parikh Flexi Cap Fund Direct-Growth is a Flexi Cap mutual fund offering from PPFAS Mutual Fund. This fund has a tenure of 10 years and 11 months, being introduced on May 13, 2013.

The Parag Parikh Flexi Cap Fund, classified under the Flexi Cap Fund category, boasts an AUM (Assets Under Management) of ₹60559.43 crore. It has achieved a 5-year CAGR (Compound Annual Growth Rate) of 40.14%. This fund carries an exit load and expense ratio of 40.14% and 0.57 respectively, placing it in the Very High SEBI risk category. The actual asset allocation comprises Commercial Paper, Treasury Bills, Certificate of Deposit, Cash & Equivalents, and Equity. These assets account for 0.04%, 0.49%, 2.91%, 10.10%, and 86.46% respectively. This diversified allocation aims to balance risk and return within the investment portfolio.

Mirae Asset Large & Midcap Fund

The Mirae Asset Large & Midcap Fund Direct-Growth is a Large & MidCap mutual fund offering from Mirae Asset Mutual Fund. This fund has a history of 11 years and 3 months, having commenced on January 1, 2013.

The Mirae Asset Large & Midcap Fund, categorized as a Large & Mid Cap Fund, boasts an AUM (Assets Under Management) of ₹33618.78 crore. It has achieved a 5-year CAGR (Compound Annual Growth Rate) of 41.01%. This fund imposes an exit load and expense ratio of 41.01% and 0.65 respectively, placing it in the Very High SEBI risk category. The current asset allocation includes Mutual Funds, Rights, Cash & Equivalents, and Equity. These assets represent 0.00%, 0.05%, 1.07%, and 98.87% respectively. This allocation aims to balance risk and potential returns within the investment portfolio.

ICICI Pru Multicap Fund

The ICICI Prudential Multicap Fund Direct Plan-Growth is a multi-cap mutual fund offering from ICICI Prudential Mutual Fund. This fund has a history of 11 years and 3 months, having commenced on January 1, 2013.

The ICICI Pru Multicap Fund, categorized as a Multi Cap Fund, manages assets worth ₹11180.25 crore. It has achieved a 5-year CAGR (Compound Annual Growth Rate) of 51.92%. This fund imposes an exit load and expense ratio of 51.92% and 0.89 respectively, categorizing it under the Very High SEBI risk category. The current asset allocation includes Corporate Debt, along with additional components. These include Rights, Treasury Bills, Cash & Equivalents, and Equity, constituting 0.00%, 0.00%, 0.14%, 0.95%, and 6.33% respectively. The majority allocation in Equity aims to optimize potential returns while diversifying risk across different asset classes.

Quant Active Fund

The Quant Active Fund Direct-Growth is a multi-cap mutual fund offering from Quant Mutual Fund. This fund has a tenure of 11 years and 3 months, starting its operations on January 1, 2013.

The Quant Active Fund falls under the Multi Cap Fund category, managing assets totaling ₹8731.92 crore. It has achieved a 5-year CAGR (Compound Annual Growth Rate) of 55.68%. This fund imposes an exit load and expense ratio of 55.68% and 0.71 respectively, categorizing it as Very High in the SEBI risk category. The current asset composition includes Cash & Equivalents, Mutual Funds, Treasury Bills, Futures & Options, and Equity. These assets represent -3.08%, 0.01%, 3.69%, 8.85%, and 90.53% respectively. This diversified allocation aims to optimize returns while managing risk across various asset classes.

PGIM India Flexi Cap Fund

The PGIM India Flexi Cap Fund Direct-Growth is a Flexi Cap mutual fund offering from PGIM India Mutual Fund. This fund has a tenure of 9 years and 2 months, commencing its operations on February 11, 2015.

The PGIM India Flexi Cap Fund, classified under the Flexi Cap Fund category, manages assets amounting to ₹5978.62 crore. It has achieved a 5-year CAGR (Compound Annual Growth Rate) of 31.09%. This fund imposes an exit load and expense ratio of 31.09% and 0.41 respectively, categorizing it as Very High in the SEBI risk category. The current asset allocation includes Treasury Bills, Cash & Equivalents, and Equity. These assets represent 0.18%, 2.21%, and 97.61% respectively. This diversified allocation aims to balance risk and maximize returns across different asset classes within the investment portfolio.

Quant Focused Fund

The Quant Focused Fund Direct-Growth is a Focused mutual fund offering from Quant Mutual Fund. This fund has a tenure of 11 years and 3 months, commencing its operations on January 1, 2013.

The Quant Focused Fund falls under the Focused Fund category, managing assets totaling ₹732.85 crore. It has achieved a 5-year CAGR (Compound Annual Growth Rate) of 58.69%. This fund imposes an exit load and expense ratio of 58.69% and 0.76 respectively, categorizing it as Very High in the SEBI risk category. The current asset allocation includes Cash & Equivalents, Treasury Bills, Futures & Options, and Equity. These assets represent -4.14%, 5.48%, 12.91%, and 85.75% respectively. This diversified allocation aims to optimize returns while managing risk across various asset classes within the investment portfolio.

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 Best Performing Mutual Funds In Last 2 Years – FAQs

Which Are The Best Performing Mutual Funds In Last 2 Years?

Best Performing Mutual Funds In Last 2 Years #1: Parag Parikh Flexi Cap Fund

Best Performing Mutual Funds In Last 2 Years #2: Mirae Asset Large & Midcap Fund

Best Performing Mutual Funds In Last 2 Years #3: ICICI Pru Multicap Fund

Best Performing Mutual Funds In Last 2 Years #4: Quant Active Fund

Best Performing Mutual Funds In Last 2 Years #5: PGIM India Flexi Cap Fund

These funds are listed based on the Highest AUM.

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

The top-performing mutual funds over the last two years include Parag Parikh Flexi Cap Fund, Mirae Asset Large & Midcap Fund, ICICI Pru Multicap Fund, Quant Active Fund, and PGIM India Flexi Cap Fund. These funds have demonstrated strong performance and consistent returns in their respective categories.

Can I Invest In Best Performing Mutual Funds In Last 2 Years?

Yes, you can invest in the best-performing mutual funds from the last two years. Conduct thorough research to understand their historical performance, investment strategies, and risk factors. Ensure they align with your investment goals and risk tolerance before making investment decisions.

Is It Good To Invest In Best Performing Mutual Funds In Last 2 Years?

Investing in the best-performing mutual funds from the last two years can be beneficial, but it’s essential to consider factors such as sustainability of performance, fund management consistency, and alignment with your investment objectives. Diversifying investments across various assets can further mitigate risks and optimize long-term returns.

How To Invest In Best Performing Mutual Funds In Last 2 Years?

To invest in the best-performing mutual funds from the last two years using Alice Blue, research the funds’ performance and suitability for your investment goals. Open an account with Alice Blue, navigate to the mutual funds section, select the desired funds, and invest directly through the platform’s user-friendly interface.

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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