Best Performing Mutual Funds in Last 5 years English

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.

NameAUMNAVMinimum SIP
Nippon India Small Cap Fund46044.13168.99100.00
Axis Small Cap Fund19606.42103.470.00
Quant Small Cap Fund17193.09268.471000.00
Kotak Small Cap Fund13881.69267.25100.00
Canara Rob Small Cap Fund9594.9837.941000.00
Motilal Oswal Midcap Fund8986.6993.181500.00
Quant Active Fund8731.92711.881000.00
Quant ELSS Tax Saver Fund7769.92412.400.00
ICICI Pru Smallcap Fund7172.7087.260.00
ICICI Pru Overnight Fund7030.251296.26500.00

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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.

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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.

NameExpense RatioMinimum SIP (Rs)
SBI LT Advantage Fund-IV0.000.00
ICICI Pru Overnight Fund0.10500.00
Tata Small Cap Fund0.291500.00
Edelweiss Small Cap Fund0.41100.00
Kotak Small Cap Fund0.43100.00
Invesco India Smallcap Fund0.460.00
Mahindra Manulife Mid Cap Fund0.480.00
Canara Rob Small Cap Fund0.511000.00
Axis Small Cap Fund0.520.00
ICICI Pru Smallcap Fund0.550.00

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.

NameCAGR 3Y (%)Minimum SIP (Rs)
ICICI Pru Overnight Fund126.73500.00
ICICI Pru Infrastructure Fund43.910.00
Quant Infrastructure Fund43.001000.00
Invesco India PSU Equity Fund42.61500.00
Quant Small Cap Fund42.131000.00
Nippon India Power & Infra Fund41.28100.00
DSP India T.I.G.E.R Fund40.17100.00
Motilal Oswal Midcap Fund39.491500.00
Quant Mid Cap Fund38.840.00
Invesco India Infrastructure Fund38.410.00

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.

NameExit LoadAMC
ICICI Pru Overnight Fund0.00ICICI Prudential Asset Management Company Limited
Quant ELSS Tax Saver Fund0.00Quant Money Managers Limited
SBI LT Advantage Fund-IV0.00SBI Funds Management Limited
Bank of India ELSS Tax Saver0.00Bank of India Investment Managers Private Limited
Quant Infrastructure Fund0.50Quant Money Managers Limited
Quant Mid Cap Fund0.50Quant Money Managers Limited
DSP Healthcare Fund0.50DSP Investment Managers Private Limited
ICICI Pru Infrastructure Fund1.00ICICI Prudential Asset Management Company Limited
Invesco India PSU Equity Fund1.00Invesco Asset Management Company Pvt Ltd.
Quant Small Cap Fund1.00Quant Money Managers Limited

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.

NameAMCAbsolute Returns – 1Y (%)
Invesco India PSU Equity FundInvesco Asset Management Company Pvt Ltd.91.51
Quant Infrastructure FundQuant Money Managers Limited83.73
Nippon India Power & Infra FundNippon Life India Asset Management Limited81.56
DSP India T.I.G.E.R FundDSP Investment Managers Private Limited77.37
Invesco India Infrastructure FundInvesco Asset Management Company Pvt Ltd.77.12
Quant Small Cap FundQuant Money Managers Limited75.09
Quant Mid Cap FundQuant Money Managers Limited74.29
ICICI Pru Infrastructure FundICICI Prudential Asset Management Company Limited68.45
Mahindra Manulife Mid Cap FundMahindra Manulife Investment Management Private Limited67.79
Quant Large & Mid Cap FundQuant Money Managers Limited67.15

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

Nippon India Small Cap Fund Direct-Growth is a Small Cap mutual fund scheme from Nippon India Mutual Fund. This fund has been in existence for 11 years and 4 months, having been launched on 01/01/2013.

The Nippon India Small Cap Fund, categorized as a Small Cap Fund, manages assets worth ₹46044.13. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 31.78%. This fund imposes an exit load of 1% and has an expense ratio of 0.79. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation includes 95.94% in equity, 1.26% in debt, and 2.8% in other securities. The majority of its investments are in equity, with a minor allocation to debt and other securities.

Axis Small Cap Fund

Axis Small Cap Fund Direct-Growth is a Small Cap mutual fund scheme from Axis Mutual Fund. This fund has been in existence for 10 years and 5 months, having been launched on 11/11/2013.

The Axis Small Cap Fund, categorized as a Small Cap Fund, manages assets worth ₹19606.42. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 28.55%. This fund imposes an exit load of 1% and has an expense ratio of 0.52. According to SEBI, it falls under the Very High-risk category. The fund allocates 90.30% to equity, 8.96% to debt, and 0.7% to other securities. It primarily invests in equity, with a smaller portion allocated to debt and other securities.

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 and 4 months, having been launched on 01/01/2013.

The Quant Small Cap Fund, classified as a Small Cap Fund, manages assets valued at ₹17193.09. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 39.83%. 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 includes 95.71% in equity, 1.46% in debt, and 2.82% in other securities. Predominantly invested in equity, it holds a minor allocation to debt and other securities.

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

SBI LT Advantage Fund-IV

SBI Long Term Advantage Fund Series IV – Regular Plan is a Closed-end ELSS Equity scheme that belongs to SBI Mutual Fund House.  The fund has been in existence for 7 years. The fund was launched on Mar 31, 2017.

The SBI LT Advantage Fund-IV, categorized as an Equity Linked Savings Scheme (ELSS), manages assets valued at ₹199.31. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 28.80%. This fund has no exit load and an expense ratio of 0. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises 97.14% in equity, 0% in debt, and 2.86% in other securities. With the majority invested in equity, it holds a minor allocation to other securities.

ICICI Pru Overnight Fund

ICICI Prudential Overnight Fund Direct Growth is a Debt Mutual Fund Scheme launched by ICICI Prudential Mutual Fund. This scheme was made available to investors on 12 Oct 1993. 

The ICICI Pru Overnight Fund, classified as an Overnight Fund, manages assets worth ₹7030.25. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 66.01%. This fund does not impose an exit load and has an expense ratio of 0.1. According to SEBI, it falls under the Low-risk category.

The fund’s asset allocation consists of 94.95% in equity, 0% in debt, and 5.05% in other securities. Primarily invested in equity, it allocates a small portion to other securities.

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 5 years and 6 months, having been launched on 19/10/2018.

The Tata Small Cap Fund, categorized as a Small Cap Fund, manages assets valued at ₹6289.22. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 29.64%. This fund imposes an exit load of 1% and has an expense ratio of 0.29. According to SEBI, it falls under the Very High-risk category. The fund allocates 94.28% to equity, 0% to debt, and 5.72% to cash. Predominantly invested in equity, it holds a portion in cash as well.

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

ICICI Pru Overnight Fund

ICICI Prudential Overnight Fund Direct-Growth is an Overnight mutual fund scheme from Icici Prudential Mutual Fund. This fund has been in existence for 5 years and 5 months, having been launched on 14/11/2018. 

ICICI Pru Overnight Fund falls under the overnight fund category with an Asset Under Management (AUM) of 7,030.25. It boasts a 5-year Compound Annual Growth Rate (CAGR) of 66.01%. The fund has no exit load and an expense ratio of 0.1. According to SEBI, it is rated in the “Low” risk category. This fund distributes its assets with 91.72% equity and 8.28% to other assets, with no debt.

ICICI Pru Infrastructure Fund

ICICI Prudential Infrastructure Direct Growth is an Equity Mutual Fund Scheme launched by ICICI Prudential Mutual Fund.  This fund has been in existence for 30 years, 6m. This scheme was made available to investors on 12 Oct 1993.

The ICICI Pru Infrastructure Fund, categorized as a Sectoral Fund focused on Infrastructure, manages assets valued at ₹5186.46. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 28.44%. This fund imposes an exit load of 1% and has an expense ratio of 0.89. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation includes 91.5% in equity, 6.8% in debt, and 0.9% in other securities. Predominantly invested in equity, it holds a minor allocation to debt and other securities.

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 and 4 months, having been launched on 01/01/2013.

The Quant Infrastructure Fund, categorized as a Sectoral Fund focused on Infrastructure, manages assets valued at ₹2498.19 Crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 37.65%. This fund imposes an exit load of 0.5% and has an expense ratio of 0.73. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises 98.34% in equity, 1.66% in debt, and 0% in other securities. With the majority invested in equity, it allocates a small portion to debt.

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

Quant ELSS Tax Saver Fund

Quant ELSS Tax Saver Fund Direct-Growth is an ELSS mutual fund scheme from Quant Mutual Fund. This fund has been in existence for 11 years and 4 months, having been launched on 01/01/2013.

The Quant ELSS Tax Saver Fund categorized as an Equity Linked Savings Scheme (ELSS), manages assets valued at ₹7769.92. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 34.23%. This fund has no exit load and an expense ratio of 0.76. According to SEBI, it falls under the Very High-risk category. The fund allocates 98.32% to equity, 0% to debt, and 1.68% to other securities. It primarily invests in equity, with a minor allocation to other securities.

Bank of India ELSS Tax Saver

Bank of India ELSS Tax Saver Direct-Growth is an ELSS mutual fund scheme from Bank Of India Mutual Fund. This fund has been in existence for 11 years and 4 months, having been launched on 01/01/2013. 

The Bank of India ELSS Tax Saver Fund, categorized as an Equity Linked Savings Scheme (ELSS), manages assets valued at ₹1149.51. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 27.18%. This fund has no exit load and an expense ratio of 1.19. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation includes 94.48% in equity, 4.02% in debt, and 1.5% in other securities. Predominantly invested in equity, it holds a small allocation to debt and 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 and 4 months, having been launched on 01/01/2013. 

The Quant Mid Cap Fund, classified as a Mid Cap Fund, manages assets worth ₹5873.25. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 34.48%. This fund imposes an exit load of 0.5% and has an expense ratio of 0.71. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises 96.26% in equity, 3.74% in debt, and 0% in other securities. It primarily invests in equity, with a smaller allocation to debt.

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

Invesco India PSU Equity Fund

Invesco India PSU Equity Fund Direct-Growth is a Thematic-PSU mutual fund scheme from Invesco Mutual Fund. This fund has been in existence for 11 years and 4 months, having been launched on 01/01/2013.

The Invesco India PSU Equity Fund, categorized as a Thematic Fund focused on PSU (Public Sector Undertakings), manages assets valued at ₹842.37. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 29.55%. This fund imposes an exit load of 1% and has an expense ratio of 0.93. According to SEBI, it falls under the Very High-risk category. The fund allocates 96.94% to equity, 0% to debt, and 3.06% to other securities. Predominantly invested in equity, it allocates a minor portion to other securities.

Nippon India Power & Infra Fund

Nippon India Power & Infra Fund Direct-Growth is a Sectoral-Infrastructure mutual fund scheme from Nippon India Mutual Fund. This fund has been in existence for 11 years and 4 months, having been launched on 01/01/2013.

The Nippon India Power & Infra Fund, categorized as a Sectoral Fund focused on Energy & Power, manages assets valued at ₹4264.63. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 27.74%. This fund imposes an exit load of 1% and has an expense ratio of 1.05. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation consists of 94.95% in equity, 0% in debt, and 5.05% in other securities. Primarily invested in equity, it allocates a small portion to other securities.

DSP India T.I.G.E.R Fund

DSP The Infrastructure Growth and Economic Reforms Regular Fund Direct-Growth is an Equity Mutual Fund Scheme launched by DSP Mutual Fund. This scheme was made available to investors on 16 Dec 1996

The DSP India T.I.G.E.R Fund, categorized as a Sectoral Fund focused on Infrastructure, manages assets valued at ₹3363.58. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 27.25%. This fund imposes an exit load of 1% and has an expense ratio of 1.12. According to SEBI, it falls under the Very High-risk category. The fund allocates 93.8% to equity, 0% to debt, and 6.2% to cash. Predominantly invested in equity, it holds a portion in cash as well.

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Top Performing Mutual Funds In Last 5 Years – FAQ

Which are the Best Performing Mutual Funds in the Last 5 years?

The Best Performing Mutual Funds in the Last 5 Years #1: Nippon India Small Cap Fund

The Best Performing Mutual Funds in the Last 5 Years #2: Axis Small Cap Fund

The Best Performing Mutual Funds in the Last 5 Years #3: Quant Small Cap Fund

The Best Performing Mutual Funds in the Last 5 Years #4: Kotak Small Cap Fund

The Best Performing Mutual Funds in the Last 5 Years #5: Canara Rob Small Cap Fund

These funds are listed based on the Highest AUM.

What are the Top Performing Mutual Funds In Last 5 Years?

Based on the 5-year CAGR, The top-performing mutual funds in the last 5 years include the ICICI Pru Overnight Fund, Quant Small Cap Fund, Quant Infrastructure Fund, Quant Mid Cap Fund, and Quant ELSS Tax Saver Fund.

Can I Invest In Top Mutual Funds In The Last 5 Years?

Yes, you can invest in top mutual funds that have shown strong performance over the last five years, subject to individual fund availability.

Is It Good To Invest In Best Performing Mutual Funds In The Last 5 Years?

Yes, Investing in mutual funds that have performed well over the last five years can be a sound strategy, offering potentially higher returns.

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

To invest in the best-performing mutual funds from the last five years, open a brokerage account, research funds with strong historical returns, and choose based on your financial goals and risk tolerance.

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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