The below table shows the Best Performing Mutual Funds In the Last 3 Years based on AUM, NAV, and minimum SIP.
| Name | AUM (Cr) | NAV | Minimum SIP (Rs) |
| Nippon India Small Cap Fund | 45749.06 | 167.45 | 100 |
| Quant Small Cap Fund | 17348.96 | 267.22 | 1000 |
| HSBC Small Cap Fund | 13401.24 | 81.35 | 500 |
| Tata Small Cap Fund | 6236.38 | 38.63 | 1500 |
| ICICI Pru BHARAT 22 FOF | 886.08 | 30.56 | 100 |
Content:
- What are Top Performing Mutual Funds In the Last 3 Years?
- Best Performing Mutual Funds In Last 3 Years In India
- List Of Best Performing Mutual Funds In Last 3 Years
- Highest Return Mutual Funds In Last 3 Year
- Who Should Invest In Best Performing Mutual Funds in the Last 3 Years?
- How To Invest in the Best Performing Mutual Funds in the Last 3 Years?
- Performance Metrics Of Best Mutual Funds in the Last 3 Years
- Benefits of Investing in Best Mutual Funds in the Last 3 Years
- Challenges Of Investing In Best Mutual Funds in the Last 3 Years
- Introduction to List Of Best Performing Mutual Funds In Last 3 Years
- Best Performing Mutual Funds In Last 3 Years – FAQs
What is Top Performing Mutual Funds In the Last 3 Years?
The top-performing mutual funds over the last three years have predominantly been those investing in technology, healthcare, and green energy sectors. These funds have capitalized on market trends and innovations, delivering robust returns to investors seeking growth-oriented opportunities.
These funds have leveraged the rapid advancements in their respective sectors, benefitting from the increased demand for technology and healthcare services, especially during and post-pandemic. The high growth rates in these sectors have provided substantial returns compared to more traditional investment sectors.
Additionally, the focus on sustainability has propelled green energy funds to outperform many traditional funds. Investors interested in environmental impact alongside financial gains have found these funds particularly attractive, aligning their investment strategies with global shifts towards renewable resources.
Best Performing Mutual Funds In Last 3 Years In India
The table below shows the top-performing mutual Funds In the Last 3 Years based on the lowest to highest expense ratio.
| Name | Expense Ratio (%) | Minimum SIP (Rs) |
| ICICI Pru BHARAT 22 FOF | 0.11 | 100 |
| Tata Small Cap Fund | 0.29 | 1500 |
| Quant Small Cap Fund | 0.7 | 1000 |
| HSBC Small Cap Fund | 0.7 | 500 |
| Nippon India Small Cap Fund | 0.79 | 100 |
List Of Best Performing Mutual Funds In Last 3 Years
The table below shows the Best Performing Mutual Funds In the Last 3 Years In India based on the Highest 3Y CAGR.
| Name | CAGR 3Y (Cr) | Minimum SIP (Rs) |
| ICICI Pru BHARAT 22 FOF | 44.13 | 100 |
| Quant Small Cap Fund | 41.9 | 1000 |
| Nippon India Small Cap Fund | 37.19 | 100 |
| HSBC Small Cap Fund | 35.24 | 500 |
| Tata Small Cap Fund | 34.63 | 1500 |
Highest Return Mutual Funds In Last 3 Years
The table below shows the List Of Best Performing Mutual Funds In the Last 3 Years 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 (%) |
| ICICI Pru BHARAT 22 FOF | ICICI Prudential Asset Management Company Limited | 0 |
| Quant Small Cap Fund | Quant Money Managers Limited | 1 |
| Nippon India Small Cap Fund | Nippon Life India Asset Management Limited | 1 |
| HSBC Small Cap Fund | HSBC Global Asset Management (India) Private Limited | 1 |
| Tata Small Cap Fund | Tata Asset Management Private Limited | 1 |
Who Should Invest In Best Performing Mutual Funds in Last 3 Years?
Investors seeking growth and who are comfortable with market volatility should consider the best-performing mutual funds from the last three years. These funds are suitable for those looking to capitalize on current economic trends and sector growth, particularly in technology and renewable energy.
Individuals with a higher risk tolerance who aim for substantial returns might find these funds appealing. These investors are typically in a position to endure potential short-term losses in exchange for higher long-term gains, making them ideal candidates for such volatile investments.
Moreover, those with a keen interest in specific booming sectors, like technology or green energy, should explore these top-performing funds. Aligning personal interests or beliefs with investment choices can enhance satisfaction and engagement with one’s investment portfolio.
How To Invest in the Best Performing Mutual Funds in the Last 3 Years?
To invest in the best-performing mutual funds over the last three years, start by researching current market trends and identifying funds that have excelled in sectors like technology and green energy. Using platforms like Alice Blue can facilitate access to these top funds, simplifying the investment process.
Through Alice Blue, you can review detailed fund analytics, and past performance, and compare the fees and returns of various funds. This information helps in making informed decisions about which mutual funds match your investment goals and risk tolerance, streamlining your selection process.
After choosing a fund, you can easily set up an account with Alice Blue, configure your investment amounts, and schedule regular contributions. Alice Blue also offers tools for tracking your investment’s performance over time, allowing for adjustments based on changes in market conditions or personal financial goals.
Performance Metrics Of Best Mutual Funds in the Last 3 Years
Performance metrics of the best mutual funds over the last three years include average annual returns, alpha, beta, and Sharpe ratio. These indicators help investors evaluate fund performance in terms of overall growth, risk adjustment, and market volatility responsiveness, guiding better investment decisions.
Average annual returns provide a clear measure of what an investor has earned each year, offering a straightforward comparison against other investment options. This metric is vital for understanding the fund’s ability to generate consistent profits over the specified period.
Meanwhile, the Sharpe ratio assesses the risk-adjusted return, indicating how much extra return a fund has provided for each unit of risk. A higher Sharpe ratio suggests better investment quality, particularly in volatile or uncertain market environments, making it a crucial factor for risk-averse investors.
Benefits of Investing in Best Mutual Funds in the Last 3 Years
The main benefits of investing in the best mutual funds over the last three years include higher potential returns, access to diversified portfolios, and professional management. These funds often capitalize on recent market trends, providing growth opportunities in sectors like technology and renewable energy.
- Higher Potential Returns: Best-performing mutual funds from the past three years have showcased impressive returns, often outpacing standard market indices. Investors can leverage these high-growth funds to potentially increase their portfolio’s overall performance, especially in booming sectors.
- Expert Portfolio Diversification: Investing in top funds offers automatic diversification, spreading risk across various assets and sectors. This strategy helps to buffer against losses in any single investment or sector downturn, enhancing the stability and resilience of your investment portfolio.
- Professional Management Edge: Top funds are managed by experienced professionals who use their expertise to make informed investment decisions. This management includes meticulous market analysis, strategic asset allocation, and timely adjustments to the fund’s holdings based on changing market conditions, which can be pivotal during volatile periods.
Challenges Of Investing In Best Mutual Funds in the Last 3 Years
The main challenges of investing in the best mutual funds over the last three years include higher fees, potential overvaluation due to recent success, and the risk that past performance may not predict future results. Market volatility can also affect these funds’ stability and returns.
- Premium Pricing Pitfall: Top-performing funds often come with higher management fees, which can eat into your investment returns. These fees are charged for professional management but require careful consideration to ensure they don’t disproportionately diminish the net gains from your investments.
- Overvaluation Concerns: Funds that perform exceptionally well in a short period may attract a lot of investor interest, leading to overvaluation. High demand can inflate asset prices within the fund, potentially setting up new investors for lower returns if the market corrects or stabilizes.
- Past Performance Paradox: While historical success can be appealing, it doesn’t guarantee future outcomes. Investing based on past performance alone can be misleading, as market dynamics constantly change. Relying solely on historical data without considering future potential can lead to disappointing results.
- Volatility Vexation: Even the best funds can be susceptible to market volatility, especially those heavily invested in high-growth sectors. Sudden market shifts can quickly affect these funds, requiring investors to be prepared for possible fluctuations in their investment values.
Introduction to List Of Best Performing Mutual Funds In Last 3 Years
Nippon India Small Cap Fund
The Nippon India Small Cap Fund Direct-Growth is a small-cap mutual fund offering from Nippon India Mutual Fund. This fund has been operational for 11 years and 3 months since its inception on January 1, 2013.
The Nippon India Small Cap Fund, categorized as a Small Cap Fund, has assets under management amounting to ₹45,749.06 crore. It boasts a five-year Compound Annual Growth Rate (CAGR) of 61.34%. The fund’s exit load is 61.34%, and it has an expense ratio of 0.79. It is classified in the Very High-risk category by SEBI. The investment allocation comprises mutual funds, cash equivalents, and equity. Cash equivalents represent a small fraction at 1.09%, while the majority of the investment, totaling 95.95%, is in equity.
Quant Small Cap Fund
The Quant Small Cap Fund Direct Plan-Growth is a mutual fund scheme focused on small-cap investments, managed by Quant Mutual Fund. This fund has a history of 11 years and 3 months since its launch on January 1, 2013.
The Quant Small Cap Fund falls under the Small Cap Fund category, managing assets worth ₹17,348.96 crore. It has achieved a 5-year Compound Annual Growth Rate (CAGR) of 74.42%. This fund imposes an exit load of 74.42% and has an expense ratio of 0.7. It is classified as Very High risk by SEBI. The allocation of funds is as follows: Mutual Funds constitute the largest portion, while Treasury Bills, Futures & Options, and Cash & Equivalents represent moderate allocations. Equity makes up the majority, accounting for 93.22% of the total allocation.
HSBC Small Cap Fund
HSBC Small Cap Fund Direct-Growth is a mutual fund scheme focusing on small-cap investments, offered by HSBC Mutual Fund. The fund was established 10 years ago and launched on April 22, 2014.
Mutual Fund: HSBC Small Cap Fund Category: Small Cap Fund with an AUM (Assets Under Management) of Rs. 13,401.24 crores. It has a 5-year CAGR (Compound Annual Growth Rate) of 53.49%. The fund has an exit load of 53.49%, an expense ratio of 0.7, and is categorized by SEBI as a ‘Very High’ risk. Actual holdings in the form of cash and equivalents amount to 2.64%, while equity constitutes 97.36%.
Tata Small Cap Fund
The Tata Small Cap Fund Direct-Growth is a Small Cap mutual fund offering from Tata Mutual Fund. This fund has been operational for 5 years and 6 months, with its inception on October 19, 2018.
The Tata Small Cap Fund, a Small Cap Fund category, has an AUM (Assets Under Management) of ₹6236.38 crore. It has a 5-year CAGR (Compound Annual Growth Rate) of 49.23%. The fund carries an exit load of 49.23%, an expense ratio of 0.29, and is classified under the SEBI risk category as Very High. The asset allocation is primarily composed of Equity at 94.28%, with smaller portions in Cash & Equivalents and REITs & InvIT accounting for 5.56% and 0.16% respectively.
ICICI Pru BHARAT 22 FOF
The ICICI Prudential BHARAT 22 FOF Direct-Growth is an Equity FoF (Fund of Funds) mutual fund offered by ICICI Prudential Mutual Fund. It has been available for 5 years and 10 months since its launch on June 19, 2018.
The ICICI Pru BHARAT 22 FOF, categorized under FoFs (Domestic) – Equity Oriented, has Assets Under Management (AUM) of ₹886.08 crore. It features a 5-year CAGR (Compound Annual Growth Rate) of 70.49%. This fund has an exit load of 70.49% and an expense ratio of 0.11. It is rated as Very High in the SEBI risk category. The actual asset composition includes Mutual Funds, which make up 99.46% of the assets, and Cash & Equivalents, which account for 0.54%.
Best Performing Mutual Funds In Last 3 Years – FAQs
Best Performing Mutual Funds In Last 3 Years #1: Nippon India Small Cap Fund
Best Performing Mutual Funds In Last 3 Years #2: Quant Small Cap Fund
Best Performing Mutual Funds In Last 3 Years #3: HSBC Small Cap Fund
Best Performing Mutual Funds In Last 3 Years #4: Tata Small Cap Fund
Best Performing Mutual Funds In Last 3 Years #5: ICICI Pru BHARAT 22 FOF
These funds are listed based on the Highest AUM.
The top performing mutual funds over the last three years include Nippon India Small Cap Fund, Quant Small Cap Fund, HSBC Small Cap Fund, Tata Small Cap Fund, and ICICI Pru BHARAT 22 FOF. Each of these funds has demonstrated significant growth and strong returns in their respective categories.
Yes, you can invest in the best performing mutual funds from the last three years. Researching their recent performance and understanding their risk profiles will help you make informed decisions that align with your investment goals and risk tolerance.
Investing in mutual funds that have performed well over the last three years can be beneficial, but it’s crucial to consider their long-term performance, risk factors, and how they fit within your broader investment strategy to ensure they meet your financial goals and risk tolerance.
To invest in the best performing mutual funds from the last three years using Alice Blue, start by creating an account on their platform. Then, research and select the funds that match your investment goals, and use the Alice Blue interface to buy units of those mutual funds.
Here are some of the Best Stock Research Articles listed based on Top Sectors (Industries), Market Cap, and Fundamental Analysis Factors:
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.
