Over the last two years, several mutual funds in India have achieved notable returns, driven by strong market performance and effective investment strategies. This overview highlights these funds, focusing on their returns, investment approaches, and the sectors contributing to their success.
Highest Return Mutual Fund In Last 2 Years
The table below highlights the highest return mutual fund in last 2 years:
| Highest Return Mutual Fund | AuM (Cr) | YTD (%) | 2Y (%) |
| Invesco India PSU Equity Fund – Direct Plan – Growth | 1,435.71 | 37.85% | 52.72% |
| Bandhan Infrastructure Fund – Direct Plan – Growth | 1,905.92 | 49.22% | 52.31% |
| Bandhan Small Cap Fund – Direct Plan – Growth | 7,534.20 | 47.45% | 50.67% |
| LIC MF Infrastructure Fund – Direct Plan – Growth | 725.1 | 51.08% | 48.94% |
| Invesco India Infrastructure Fund – Direct Plan – Growth | 1,666.48 | 40.31% | 47.49% |
| Motilal Oswal Large and Midcap Fund – Direct Plan – Growth | 6,500.18 | 45.92% | 46.84% |
| Motilal Oswal ELSS Tax Saver Fund – Direct Plan – Growth | 4,194.64 | 48.02% | 46.54% |
| JM Value Fund – (Direct) – Growth | 1,084.63 | 33.43% | 46.19% |
| Motilal Oswal Midcap Fund – Direct Plan – Growth | 18,604.02 | 51.76% | 45.43% |
| ITI Small Cap Fund – Direct Plan – Growth | 2,415.00 | 35.28% | 44.79% |
Introduction To Highest Return Mutual Fund Last 2 Years India
Invesco India PSU Equity Fund – Direct Plan – Growth
Invesco India PSU Equity Fund is designed to invest primarily in public sector undertakings (PSUs) across various sectors. The fund aims to achieve long-term capital appreciation by focusing on undervalued PSU stocks, making it suitable for investors looking to tap into the potential of India’s government-backed companies.
Bandhan Infrastructure Fund – Direct Plan – Growth
Bandhan Infrastructure Fund targets investments in the infrastructure sector, encompassing sectors like energy, transportation, and utilities. By focusing on growth opportunities in India’s infrastructure development, this fund seeks to deliver long-term capital appreciation, appealing to investors eager to benefit from the country’s evolving economic landscape.
Bandhan Small Cap Fund – Direct Plan – Growth
Bandhan Small Cap Fund focuses on investing in small-cap stocks with significant growth potential. This fund aims to generate long-term capital appreciation by identifying and investing in emerging companies that can outperform larger counterparts, making it an ideal choice for risk-tolerant investors seeking high returns.
LIC MF Infrastructure Fund – Direct Plan – Growth
LIC MF Infrastructure Fund specializes in investments in companies operating within the infrastructure domain. The fund’s strategy is to capitalize on India’s infrastructure growth story, aiming for long-term capital appreciation. It appeals to investors looking to benefit from the ongoing development in sectors like roads, railways, and energy.
Invesco India Infrastructure Fund – Direct Plan – Growth
Invesco India Infrastructure Fund aims to invest in companies involved in the infrastructure sector, including construction, transportation, and energy. The fund seeks long-term capital appreciation by targeting growth opportunities in India’s infrastructure expansion, making it a suitable option for investors looking for sector-specific exposure.
Motilal Oswal Large and Midcap Fund – Direct Plan – Growth
Motilal Oswal Large and Midcap Fund focuses on investing in large-cap and mid-cap companies with strong growth potential. The fund aims to generate long-term capital appreciation through a diversified portfolio, appealing to investors seeking a balanced approach to equity investment across different market capitalizations.
Motilal Oswal ELSS Tax Saver Fund – Direct Plan – Growth
Motilal Oswal ELSS Tax Saver Fund is an equity-linked savings scheme (ELSS) designed to provide tax benefits under Section 80C. The fund primarily invests in a diversified portfolio of equity and equity-related instruments, aiming for long-term capital appreciation while offering tax-saving advantages for investors.
JM Value Fund – (Direct) – Growth
JM Value Fund focuses on value investing, targeting undervalued stocks with strong growth potential across various sectors. The fund aims for long-term capital appreciation by selecting quality companies trading below their intrinsic value, making it an attractive option for investors seeking value-oriented investment strategies.
Motilal Oswal Midcap Fund – Direct Plan – Growth
Motilal Oswal Midcap Fund invests predominantly in mid-cap companies with high growth prospects. The fund aims to provide long-term capital appreciation by identifying promising mid-sized firms that can leverage market opportunities, appealing to investors looking for growth potential in dynamic market segments.
ITI Small Cap Fund – Direct Plan – Growth
ITI Small Cap Fund focuses on investing in small-cap stocks, aiming for high growth potential and long-term capital appreciation. The fund seeks to identify emerging companies with strong fundamentals, making it an ideal choice for investors willing to take on higher risk for potentially greater returns.
Highest Return Mutual Fund In Last 2 Years – FAQs
Top Highest Return Mutual Fund In Last 2 Years #1: Invesco India PSU Equity Fund – Direct Plan – Growth
Top Highest Return Mutual Fund In Last 2 Years #2: Bandhan Infrastructure Fund – Direct Plan – Growth
Top Highest Return Mutual Fund In Last 2 Years #3: Bandhan Small Cap Fund – Direct Plan – Growth
Top Highest Return Mutual Fund In Last 2 Years #4: LIC MF Infrastructure Fund – Direct Plan – Growth
Top Highest Return Mutual Fund In Last 2 Years #5: Invesco India Infrastructure Fund – Direct Plan – Growth
The main factors influencing the highest return mutual funds in India include:
Market conditions and economic growth
Fund manager expertise and strategy
Asset allocation and diversification
Sector performance and trends
Investor sentiment and liquidity levels
Yes, you can invest in the highest-return mutual fund from the last two years in India. Research the fund’s performance, risk factors, and management. Use a reliable brokerage platform, like Alice Blue, for seamless investment and portfolio management.
Investing in the highest-return mutual fund from the last two years in India can be appealing, but it’s essential to consider market conditions, risk tolerance, and fund stability. Diversifying your portfolio and consulting a financial advisor can help mitigate potential risks.
The highest-return mutual funds in the last two years often carry higher risks, including market volatility and sector concentration. Investors should evaluate their risk tolerance, fund management strategies, and historical performance to make informed decisions about potential investments.
To invest in the highest-return mutual fund from the last two years, research top-performing funds, analyze their performance on Alice Blue, and open an account. Consider risk factors, and consult a financial advisor for tailored investment advice.
