Best Performing Mutual Funds in Last 5 Years

The table below shows the Best Performing Mutual Funds in the Last 5 years based on AUM, NAV, and minimum SIP.

What is a Mutual Fund?

A mutual fund is a financial vehicle made up of a pool of money collected from many investors to invest in securities like stocks, bonds, money market instruments, and other assets. Managed by professional money managers, mutual funds allocate the fund’s assets and attempt to produce capital gains or income for the fund’s investors.

Mutual funds offer individual investors access to professionally managed portfolios of equities, bonds, and other securities. Each shareholder participates proportionally in the gains or losses of the fund, making it an attractive option for those looking to diversify.

Additionally, mutual funds are valued for their liquidity. Investors can easily redeem their shares for the current net asset value plus any redemption fees, allowing more flexibility compared to direct investment in complex securities.

Top Performing Mutual Funds In Last 5 Years

The table below shows the Best Performing Mutual Funds in Last 5 years based on Expense Ratio and minimum SIP.

Top 10 Performing Mutual Funds In Last 5 Years

The table below shows the Best Performing Mutual Funds in Last 5 years based on CAGR 3Y, Minimum SIP.

Highest Return Mutual Funds In Last 5 Years

The table below shows the Best Performing Mutual Funds in Last 5 years based on Exit Load, AMC.

Top 10 Performing Mutual Funds In Last 5 Years

The table below shows the Best Performing Mutual Funds in Last 5 years based on AMC, Absolute Returns – 1Y.

Who Should Invest In Best Performing Mutual Funds in Last 5 Years?

Individuals seeking diversified investments and those comfortable with moderate to high risk should consider investing in the best-performing mutual funds from the last five years. Ideal for long-term investors, these funds often involve active management aiming to maximize returns, suitable for both seasoned investors and those expanding their portfolios.

How To Invest in the Best Performing Mutual Funds in Last 5 Years?

To invest in the best-performing mutual funds from the last five years, first, open an account with a reputable brokerage. Research funds with strong historical performance, focusing on their management teams, fees, and investment strategies. Consider your financial goals and risk tolerance when selecting funds.

Performance Metrics Of Best Mutual Funds in Last 5 Years

The performance metrics of the best mutual funds over the last five years include high annual returns, low volatility, and strong risk-adjusted returns compared to benchmarks and peers. These funds have consistently outperformed market averages, providing solid gains to investors.

One important metric is the annualized return, which measures the average yearly return a mutual fund has generated over the period. Top-performing funds often feature annualized returns that significantly exceed those of their benchmarks.

Another key metric is the Sharpe Ratio, which adjusts the returns of a fund for its volatility. Funds with higher Sharpe Ratios are considered to have provided better returns per unit of risk, indicating efficient performance relative to the volatility experienced.

Benefits of Investing in Best Mutual Funds in Last 5 Years

The main benefits of investing in the best mutual funds over the last five years include robust returns, reduced risk through diversification, and professional management, making them attractive for long-term growth and stability.

• Higher Returns: Top-performing mutual funds often deliver higher returns compared to average funds, providing investors with significant growth opportunities over a five-year period.
• Diversification: Investing in these funds offers diversification across various assets, sectors, and geographies, reducing the risk of heavy losses from any single investment.
• Expert Management: These funds are managed by experienced professionals who make informed investment decisions based on thorough research and analysis, potentially leading to better outcomes for investors.
• Access to Specialized Markets: Top funds may have access to specialized or restricted markets that individual investors typically cannot access directly, offering unique growth prospects.
• Systematic Investment and Withdrawal Options: Best-performing funds often provide options like systematic investment plans (SIPs) and systematic withdrawal plans (SWPs), facilitating disciplined investing and providing income streams, respectively.

Challenges Of Investing In Best Mutual Funds in Last 5 Years

The main challenges of investing in the best mutual funds from the last five years include past performance not guaranteeing future results, high fees, market volatility, and the need for active management and monitoring.

• Past Performance Limitations: Past success does not assure future gains. Mutual funds that have excelled in the last five years might not perform as well in changing market conditions.
• Higher Fees: Top-performing funds often come with higher management fees due to active management strategies, which can erode net returns.
• Market Volatility: Investments in these funds are subject to market fluctuations. High-performing funds may also take higher risks, which can lead to substantial losses during market downturns.
• Complexity in Selection: Choosing the right fund from the top performers requires an understanding of fund strategies, management capabilities, and risk alignment with personal goals.
• Overconfidence: Investors might become overconfident due to recent success, leading to complacency in monitoring and adjusting their investments as required, which can adversely affect long-term goals.

Introduction to Best Performing Mutual Funds in Last 5 Years

Best Performing Mutual Funds in Last 5 years based on AUM, NAV, and minimum SIP.

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 10 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 ₹62,259.56 crore. It boasts a five-year Compound Annual Growth Rate (CAGR) of 36.86%. The fund’s exit load is 1%, and it has an expense ratio of 0.66. It is classified in the Very High-risk category by SEBI. The actual asset composition includes 95.94% in Equity, 0.02% in Debt, and 4.04% in Others.

Quant Small Cap Fund

Quant Small Cap Fund Direct Plan-Growth is a Small Cap mutual fund scheme from Quant Mutual Fund. This fund has been in existence for 11 years 10 months, having been launched on 01/01/2013.

The Quant Small Cap Fund, categorized as a Small Cap Fund, manages assets worth ₹26,644.74. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 47.85%. This fund imposes an exit load of 1% and has an expense ratio of 0.64. According to SEBI, it falls under the Very High-risk category. The fund allocates 86.94% to equity, 0.94% to debt, and 12.13% to other securities. 

Motilal Oswal Midcap Fund

Motilal Oswal Midcap Fund Direct-Growth is a Mid Cap mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 10 years 9 months, having been launched on 03/02/2014.

The Motilal Oswal Midcap Fund falls under the Mid Cap Fund category, managing assets worth ₹18,604.02 crore. It has achieved a 5-year Compound Annual Growth Rate (CAGR) of 32.86%. This fund imposes an exit load of 1% and has an expense ratio of 0.58. It is classified as Very High risk by SEBI. The actual asset composition includes : 80.98% in Equity, 15.13% in Debt, 3.89% in Others.

Best Performing Mutual Funds in Last 5 years based on Expense Ratio, Minimum SIP.

Tata Small Cap Fund

Tata Small Cap Fund Direct – Growth is a Small Cap mutual fund scheme from Tata Mutual Fund. This fund has been in existence for 6 years, having been launched on 19/10/2018.

The Tata Small Cap Fund, categorized as a Small Cap Fund, manages assets valued at ₹9,319.04. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 35.52%. This fund has an exit load of 1% and an expense ratio of 0.29. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises 92.23% in equity, 0% in debt, and 7.77% in other securities.

Edelweiss Mid Cap Fund

Edelweiss Mid Cap Direct Plan-Growth is a Mid Cap mutual fund scheme from Edelweiss Mutual Fund. This fund has been in existence for 11 years 10 months, having been launched on 01/01/2013.  

The Edelweiss Mid Cap Fund, classified as a Mid Cap Fund, manages assets worth ₹7,400.59. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 31.49%. This fund has an exit load of 1% and has an expense ratio of 0.36. According to SEBI, it falls under the high-risk category. The fund’s asset allocation consists of 97.24% in equity, 3.23% in debt, and (-)0.47% in other securities.

Edelweiss Small Cap Fund

Edelweiss Small Cap Fund Direct – Growth is a Small Cap mutual fund scheme from Edelweiss Mutual Fund. This fund has been in existence for 5 years 9 months, having been launched on 18/01/2019. 

The Edelweiss Small Cap Fund, categorized as a Small Cap Fund, manages assets valued at ₹4,292.71. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 34.65%. This fund imposes an exit load of 1% and has an expense ratio of 0.37. According to SEBI, it falls under the Very High-risk category. The fund allocates 96.92% to equity, 3.53% to debt, and (-)0.45% to others. 

Best Performing Mutual Funds in Last 5 years based on CAGR 3Y, Minimum SIP.

ICICI Pru Infrastructure Fund

ICICI Prudential Infrastructure Direct-Growth is a Sectoral-Infrastructure mutual fund scheme from Icici Prudential Mutual Fund. This fund has been in existence for 11 years 10 months, having been launched on 01/01/2013.

ICICI Pru Infrastructure Fund falls under the Sectoral Fund – Infrastructure category with an Asset Under Management (AUM) of ₹6,142.92. It boasts a 5-year Compound Annual Growth Rate (CAGR) of 31.62%. The fund has an exit load of 1% and an expense ratio of 1.24. According to SEBI, it is rated in the Very High-risk category. This fund distributes its assets with 91.77% equity, 1.23% debt, and 7% to other assets.

Bandhan Infrastructure Fund

Bandhan Infrastructure Fund Direct Plan-Growth is a Sectoral-Infrastructure mutual fund scheme from Bandhan Mutual Fund. This fund has been in existence for 11 years 10 months, having been launched on 01/01/2013. 

The Bandhan Infrastructure Fund, categorized as a Sectoral Fund focused on Infrastructure, manages assets valued at ₹1,905.92. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 31.34%. This fund imposes an exit load of 0.5% and has an expense ratio of 0.81. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation includes 98.86% in equity, 0.01% in debt, and 1.13% in other securities.

Invesco India Infrastructure Fund

Invesco India Infrastructure Fund Direct-Growth is a Sectoral-Infrastructure mutual fund scheme from Invesco Mutual Fund. This fund has been in existence for 11 years 10 months, having been launched on 01/01/2013.

The Invesco India Infrastructure Fund, categorized as a Sectoral Fund focused on Infrastructure, manages assets valued at ₹1,666.48 Crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 31.84%. This fund imposes an exit load of 1% and has an expense ratio of 0.7. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises 98.06% in equity, nil debt, and 1.4% in other securities.

Best Performing Mutual Funds in Last 5 years based on Exit Load, AMC.

Quant Infrastructure Fund

Quant Infrastructure Fund Direct-Growth is a Sectoral-Infrastructure mutual fund scheme from Quant Mutual Fund. This fund has been in existence for 11 years 10 months, having been launched on 01/01/2013.

The Quant Infrastructure Fund categorized as a Sectoral Fund – Infrastructure, manages assets valued at ₹3,936.99. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 35.85%. This fund has an exit load of 0.5% and an expense ratio of 0.66. According to SEBI, it falls under the Very High-risk category. The fund allocates 95.31% to equity, 1.26% to debt, and 3.43% to other securities.

Quant Mid Cap Fund

Quant Mid Cap Fund Direct-Growth is a Mid Cap mutual fund scheme from Quant Mutual Fund. This fund has been in existence for 11 years 10 months, having been launched on 01/01/2013. 

The Quant Mid Cap Fund, categorized as Mid Cap Fund, manages assets valued at ₹9,500.70. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 34.54%. This fund has an exit load of 0.5% and an expense ratio of 0.58. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation includes 89.76% in equity, 2.61% in debt, and 7.63% in other securities.

SBI Healthcare Opp Fund

SBI Healthcare Opportunities Fund Direct Plan-Growth is a Sectoral-Pharma mutual fund scheme from Sbi Mutual Fund. This fund has been in existence for 11 years 10 months, having been launched on 01/01/2013.

The SBI Healthcare Opp Fund, classified as a Sectoral Fund – Pharma & Health Care, manages assets worth ₹3,346.13. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 30.95%. This fund imposes an exit load of 0.5% and has an expense ratio of 0.89. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises 96.25% in equity, nil debt, and 3.75% in other securities.

Best Performing Mutual Funds in Last 5 years based on AMC, Absolute Returns – 1Y

ICICI Pru Pharma Healthcare & Diagnostics (P.H.D) Fund

ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund Direct – Growth is a Sectoral-Pharma mutual fund scheme from Icici Prudential Mutual Fund. This fund has been in existence for 6 years 4 months, having been launched on 25/06/2018. 

The ICICI Pru Pharma Healthcare & Diagnostics (P.H.D) Fund, categorized as a Sectoral Fund – Pharma & Health Care, manages assets valued at ₹4,987.49. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 32.3%. This fund imposes an exit load of 1% and has an expense ratio of 1.06. According to SEBI, it falls under the Very High-risk category. The fund allocates 95.72% to equity, 0% to debt, and 4.28% to other securities.

DSP Healthcare Fund

DSP Healthcare Fund Direct – Growth is a Sectoral-Pharma mutual fund scheme from Dsp Mutual Fund. This fund has been in existence for 5 years 11 months, having been launched on 12/11/2018. 

The DSP Healthcare Fund, categorized as a Sectoral Fund – Pharma & Health Care, manages assets valued at ₹3,094.08. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 33.01%. This fund imposes an exit load of 0.5% and has an expense ratio of 0.6. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation consists of 96.74% in equity, 0% in debt, and 3.26% in other securities.

Mirae Asset Healthcare Fund

Mirae Asset Healthcare Fund Direct – Growth is a Sectoral-Pharma mutual fund scheme from Mirae Asset Mutual Fund. This fund has been in existence for 6 years 4 months, having been launched on 11/06/2018.

The Mirae Asset Healthcare Fund, categorized as a Sectoral Fund – Pharma & Health Care, manages assets valued at ₹2,793.61. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 31.42%. This fund imposes an exit load of 1% and has an expense ratio of 0.48. According to SEBI, it falls under the Very High-risk category. The fund allocates 99.64% to equity, 0.01% to debt, and 0.35% to cash. 

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