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

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 11 months, having been launched on 01/01/2013. 

Nippon India Small Cap Fund falls under the Small Cap Fund category with an AUM of ₹61,646.36 crores, a 5-year CAGR of 38.28%, an exit load of 1%, and an expense ratio of 0.68%. The SEBI risk category is Very High. Its asset allocation includes: 95.02% in Equity, Nil in Debt and 4.98% in Other.

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 11 months, having been launched on 01/01/2013.

Quant Small Cap Fund falls under the Small Cap Fund category with an AUM of ₹27,160.76 crores, a 5-year CAGR of 48.89%, an exit load of 1%, and an expense ratio of 0.64%. The SEBI risk category is Very High. Its asset allocation includes: 91.91% in Equity, 1.09% in Debt and 6.99% in Other.

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 10 months, having been launched on 03/02/2014. 

Motilal Oswal Midcap Fund falls under the Mid Cap Fund category with an AUM of ₹22,897.62 crores, a 5-year CAGR of 35.45%, an exit load of 1%, and an expense ratio of 0.57%. The SEBI risk category is Very High. Its asset allocation includes: 99.39% in Equity, Nil in Debt and 0.61% in Other.

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 1 months, having been launched on 19/10/2018. 

Tata Small Cap Fund falls under the Small Cap Fund category with an AUM of ₹9,572.45 crores, a 5-year CAGR of 35.76%, an exit load of 1%, and an expense ratio of 0.34%. The SEBI risk category is Very High. Its asset allocation includes: 90.77% in Equity, Nil in Debt and 9.23% in Other.

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 10 months, having been launched on 18/01/2019. 

Edelweiss Small Cap Fund falls under the Small Cap Fund category with an AUM of ₹4,256.07 crores, a 5-year CAGR of 36.23%, an exit load of 1%, and an expense ratio of 0.38%. The SEBI risk category is Very High. Its asset allocation includes: 98.07% in Equity, 2.5% in Debt and -0.57% in Other.

Invesco India Smallcap Fund

Invesco India Smallcap Fund Direct – Growth is a Small Cap mutual fund scheme from Invesco Mutual Fund. This fund has been in existence for 6 years 2 months, having been launched on 10/10/2018. 

Invesco India Smallcap Fund falls under the Small Cap Fund category with an AUM of ₹5,842.20 crores, a 5-year CAGR of 35.29%, an exit load of 1%, and an expense ratio of 0.41%. The SEBI risk category is Very High. Its asset allocation includes: 94.89% in Equity, Nil in Debt and 5.11% in Other.

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

HSBC Small Cap Fund

HSBC Small Cap Fund Direct-Growth is a Small Cap mutual fund scheme from Hsbc Mutual Fund. This fund has been in existence for 10 years 7 months, having been launched on 22/04/2014. 

HSBC Small Cap Fund falls under the Small Cap Fund category with an AUM of ₹17,237.34 crores, a 5-year CAGR of 33.98%, an exit load of 1%, and an expense ratio of 0.68%. The SEBI risk category is Very High. Its asset allocation includes: 98% in Equity, Nil in Debt and 2% in Other.

Bank of India Small Cap Fund

Bank of India Small Cap Fund Direct-Growth is a Small Cap mutual fund scheme from Bank Of India Mutual Fund. This fund has been in existence for 6 years, having been launched on 28/11/2018. 

Bank of India Small Cap Fund falls under the Small Cap Fund category with an AUM of ₹1,537.17 crores, a 5-year CAGR of 40.59%, an exit load of 1%, and an expense ratio of 0.47%. The SEBI risk category is Very High. Its asset allocation includes: 90.19% in Equity, 0.01% in Debt and 9.8% in Other.

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 11 months, having been launched on 01/01/2013. 

Quant Infrastructure Fund falls under the Sectoral Fund – Infrastructure category with an AUM of ₹3,585.30 crores, a 5-year CAGR of 37.72%, an exit load of 0.5%, and an expense ratio of 0.66%. The SEBI risk category is Very High. Its asset allocation includes: 99.43% in Equity, 1.1% in Debt and -0.53% in Other.

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

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 11 months, having been launched on 01/01/2013. 

Quant Mid Cap Fund falls under the Mid Cap Fund category with an AUM of ₹8,941.21 crores, a 5-year CAGR of 35.2%, an exit load of 0.5%, and an expense ratio of 0.58%. The SEBI risk category is Very High. Its asset allocation includes: 91.91% in Equity, 3.03% in Debt and 5.06% in Other.

Canara Rob Small Cap Fund

Canara Robeco Small Cap Fund Direct – Growth is a Small Cap mutual fund scheme from Canara Robeco Mutual Fund. This fund has been in existence for 5 years 10 months, having been launched on 25/01/2019. 

Canara Rob Small Cap Fund falls under the Small Cap Fund category with an AUM of ₹12,323.74 crores, a 5-year CAGR of 37.09%, an exit load of 1%, and an expense ratio of 0.44%. The SEBI risk category is Very High. Its asset allocation includes: 96.42% in Equity, Nil in Debt and 3.58% in Other.

ICICI Pru Commodities Fund

ICICI Prudential Commodities Fund Direct – Growth is a Thematic mutual fund scheme from Icici Prudential Mutual Fund. This fund has been in existence for 5 years 2 months, having been launched on 25/09/2019. 

ICICI Pru Commodities Fund falls under the Thematic Fund category with an AUM of ₹2,399.14 crores, a 5-year CAGR of 34.62%, an exit load of 1%, and an expense ratio of 0.93%. The SEBI risk category is Very High. Its asset allocation includes: 98.1% in Equity, 0.21% in Debt and 1.69% in Other.

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

Kotak Small Cap Fund

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

Kotak Small Cap Fund falls under the Small Cap Fund category with an AUM of ₹17,593.30 crores, a 5-year CAGR of 33.61%, an exit load of 1%, and an expense ratio of 0.49%. The SEBI risk category is Very High. Its asset allocation includes: 97.83% in Equity, Nil in Debt and 2.17% in Other.

Quant Flexi Cap Fund

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

Quant Flexi Cap Fund falls under the Flexi Cap Fund category with an AUM of ₹7,331.43 crores, a 5-year CAGR of 33.72%, an exit load of 1%, and an expense ratio of 0.59%. The SEBI risk category is Very High. Its asset allocation includes: 97.08% in Equity, 3.7% in Debt and -0.78% in Other.

Quant ELSS Tax Saver Fund

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

Quant ELSS Tax Saver Fund falls under the Equity Linked Savings Scheme (ELSS) category with an AUM of ₹10,799 crores, a 5-year CAGR of 33.86%, an exit load of 0%, and an expense ratio of 0.59%. The SEBI risk category is Very High. Its asset allocation includes: 96.62% in Equity, Nil in Debt and 3.39% in Other.

Top Performing Mutual Funds In Last 5 Years – FAQ

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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.