Highest Return Mutual Fund In Last 5 Years
The table below shows the Highest Return Mutual Fund In Last 5 Years based on 5Y return.
| Highest Return Mutual Fund | AuM (Cr) | YTD (%) | 5Y (%) |
| Nippon India Small Cap Fund – Direct Plan – Growth | 60,999.55 | 31.10% | 39.01% |
| Quant ELSS Tax Saver Fund – Direct Plan – Growth | 11,560.66 | 25.14% | 37.75% |
| Invesco India Smallcap Fund – Direct – Growth | 5,092.95 | 36.92% | 35.71% |
| Motilal Oswal Midcap Fund – Direct Plan – Growth | 18,604.02 | 51.76% | 35.33% |
| Invesco India Infrastructure Fund – Direct Plan – Growth | 1,666.48 | 40.31% | 34.58% |
| HSBC Small Cap Fund – Direct Plan – Growth | 17,306.21 | 29.37% | 33.79% |
| Bandhan Infrastructure Fund – Direct Plan – Growth | 1,905.92 | 49.22% | 33.73% |
| Edelweiss Mid Cap Fund – Direct Plan – Growth | 7,755.06 | 40.90% | 33.68% |
| Bank of India Manufacturing & Infrastructure Fund – Direct Plan – Growth | 502.75 | 34.87% | 33.46% |
| SBI Contra Fund – Direct Plan – Growth | 41,326.63 | 25.30% | 33.20% |
Introduction To Highest Return Mutual Fund Last 5 Years India
Nippon India Small Cap Fund – Direct Plan – Growth
Nippon India Small Cap Fund focuses on small-cap stocks with high growth potential. It aims to deliver long-term capital appreciation by investing in under-researched companies. The fund is ideal for investors with a higher risk appetite seeking diversification into the small-cap segment.
Quant ELSS Tax Saver Fund – Direct Plan – Growth
Quant ELSS Tax Saver Fund provides tax benefits under Section 80C while offering long-term capital appreciation. It primarily invests in equity and equity-related instruments. With a lock-in period of three years, this fund is suitable for investors looking to combine tax savings with wealth creation.
Invesco India Smallcap Fund – Direct – Growth
Invesco India Smallcap Fund focuses on small-cap companies with strong growth potential. It aims to generate long-term capital appreciation by investing in emerging small businesses. The fund is suitable for investors looking for aggressive growth opportunities in the small-cap sector.
Motilal Oswal Midcap Fund – Direct Plan – Growth
Motilal Oswal Midcap Fund invests primarily in mid-cap companies, aiming for long-term capital growth. The fund focuses on quality businesses with consistent performance. It is designed for investors seeking to diversify their portfolio with mid-sized companies that have the potential for substantial growth.
Invesco India Infrastructure Fund – Direct Plan – Growth
Invesco India Infrastructure Fund targets companies involved in infrastructure development. It aims to generate long-term capital appreciation by investing in sectors like energy, construction, and utilities. The fund is ideal for investors looking to capitalize on India’s growing infrastructure sector.
HSBC Small Cap Fund – Direct Plan – Growth
HSBC Small Cap Fund focuses on small-cap companies with high growth potential. It aims for long-term capital appreciation by investing in emerging businesses. The fund is suitable for investors willing to accept higher risks for the possibility of significant returns in the small-cap segment.
Bandhan Infrastructure Fund – Direct Plan – Growth
Bandhan Infrastructure Fund invests in companies related to the infrastructure sector. It aims to provide long-term capital appreciation by focusing on transportation, energy, and construction sectors. This fund is ideal for investors looking to benefit from the anticipated growth in India’s infrastructure development.
Edelweiss Mid Cap Fund – Direct Plan – Growth
Edelweiss Mid Cap Fund invests primarily in mid-cap companies, aiming to deliver long-term capital growth. The fund focuses on identifying mid-sized companies with strong fundamentals and growth potential. It is suitable for investors looking to balance risk and return within the mid-cap segment.
Bank of India Manufacturing & Infrastructure Fund – Direct Plan – Growth
Bank of India Manufacturing & Infrastructure Fund invests in manufacturing and infrastructure sectors. The fund seeks long-term capital appreciation by targeting companies involved in India’s industrial growth. It is designed for investors looking to tap into the country’s manufacturing and infrastructure expansion.
SBI Contra Fund – Direct Plan – Growth
SBI Contra Fund follows a contrarian investment strategy, focusing on undervalued stocks. It aims to deliver long-term capital appreciation by investing in sectors or companies that are temporarily out of favor. This fund is suitable for investors with a high-risk appetite and long-term goals.
Highest Return Mutual Fund In Last 5 Years – FAQs
Best Highest Return Mutual Fund Last 5 Years India #1: Nippon India Small Cap Fund – Direct Plan – Growth
Best Highest Return Mutual Fund Last 5 Years India #2: SBI Contra Fund – Direct Plan – Growth
Best Highest Return Mutual Fund Last 5 Years India #3: Motilal Oswal Midcap Fund – Direct Plan – Growth
Best Highest Return Mutual Fund Last 5 Years India #4: HSBC Small Cap Fund – Direct Plan – Growth
Best Highest Return Mutual Fund Last 5 Years India #5: Quant ELSS Tax Saver Fund – Direct Plan – Growth
Best Highest Return Mutual Fund Last 5 Years based on AMU
The top mutual funds based on 5-year returns include Nippon India Small Cap Fund – Direct Plan – Growth, Quant ELSS Tax Saver Fund – Direct Plan – Growth, Invesco India Small Cap Fund – Direct – Growth, Motilal Oswal Midcap Fund – Direct Plan – Growth, and Invesco India Infrastructure Fund – Direct Plan – Growth. These funds have shown impressive growth potential over the last five years.
Investing in the highest return mutual funds can be beneficial, but it’s essential to understand that past performance is not a guarantee of future success. High returns might indicate volatility. Always assess your financial goals, risk appetite, and the fund’s future potential.
The risks include market volatility, sector-specific risks, and overvaluation. High-return funds may experience sharp corrections or underperform in adverse market conditions. It’s crucial to consider these risks and diversify your portfolio to mitigate potential losses.
To invest in top-performing funds from the last 5 years, open an account with Alice Blue, select the desired mutual fund, and invest via SIP or lump sum. Monitor fund performance regularly and adjust your investment strategy based on your financial goals.
