In the last six months, several mutual funds in India have delivered impressive returns, driven by strong equity performance and favorable market conditions. This period presents a valuable opportunity for investors seeking capital growth through strategic investment in these top-performing funds.
Highest Return Mutual Fund In Last 6 Months
The table below highlights the highest return mutual fund in last 6 months:
Highest Return Mutual Fund | AuM (Cr) | YTD (%) | 6M (%) |
Motilal Oswal Midcap Fund – Direct Plan – Growth | 18,604.02 | 51.76% | 32.77% |
Bandhan Small Cap Fund – Direct Plan – Growth | 7,534.20 | 47.45% | 32.44% |
LIC MF Infrastructure Fund – Direct Plan – Growth | 725.1 | 51.08% | 31.82% |
Motilal Oswal Large and Midcap Fund – Direct Plan – Growth | 6,500.18 | 45.92% | 30.40% |
Motilal Oswal ELSS Tax Saver Fund – Direct Plan – Growth | 4,194.64 | 48.02% | 29.26% |
Invesco India Mid Cap Fund – Direct Plan – Growth | 5,903.85 | 42.36% | 28.15% |
Canara Robeco Infrastructure – Direct Plan – Growth | 886.99 | 45.10% | 27.22% |
Motilal Oswal Flexi Cap Fund – Direct Plan – Growth | 12,563.85 | 44.76% | 26.91% |
Edelweiss Mid Cap Fund – Direct Plan – Growth | 7,755.06 | 40.90% | 26.88% |
Invesco India Small Cap Fund – Direct – Growth | 5,092.95 | 36.92% | 26.44% |
LIC MF Midcap Fund – Direct Plan – Growth | 328.26 | 34.69% | 25.95% |
Sundaram Consumption Fund – Direct Plan – Growth | 1,723.71 | 27.27% | 24.76% |
Introduction To Highest Return Mutual Fund Last 6 Months India
Motilal Oswal Midcap Fund – Direct Plan – Growth
Motilal Oswal Midcap Fund aims to provide long-term capital appreciation by investing primarily in mid-cap stocks. The fund focuses on high-growth potential companies, leveraging Motilal Oswal’s research-driven approach. It seeks to offer investors the opportunity to benefit from the midcap segment’s robust growth prospects.
Bandhan Small Cap Fund – Direct Plan – Growth
Bandhan Small Cap Fund targets long-term capital growth by investing predominantly in small-cap stocks. The fund capitalizes on the potential of emerging businesses in various sectors, aiming to outperform the broader market. Investors can benefit from the agility and growth potential inherent in the small-cap space.
LIC MF Infrastructure Fund – Direct Plan – Growth
LIC MF Infrastructure Fund focuses on long-term capital appreciation by investing primarily in infrastructure-related sectors. The fund aims to capitalize on the growth opportunities arising from India’s infrastructure development. It provides investors exposure to the essential and growing infrastructure domain, driven by government initiatives and economic expansion.
Motilal Oswal Large and Midcap Fund – Direct Plan – Growth
Motilal Oswal Large and Midcap Fund seeks to achieve long-term capital growth through a diversified portfolio of large-cap and mid-cap stocks. This hybrid approach combines stability from established companies with the growth potential of mid-sized firms, aiming to deliver consistent returns to investors over time.
Motilal Oswal ELSS Tax Saver Fund – Direct Plan – Growth
Motilal Oswal ELSS Tax Saver Fund aims to provide long-term capital appreciation while offering tax benefits under Section 80C. The fund primarily invests in equities and equity-related instruments, allowing investors to grow their wealth and save taxes simultaneously. It is ideal for tax-conscious investors seeking equity exposure.
Invesco India Mid Cap Fund – Direct Plan – Growth
Invesco India Mid Cap Fund focuses on generating long-term capital appreciation by investing in mid-cap companies. The fund employs a growth-oriented strategy, targeting businesses with significant growth potential. It aims to deliver superior returns by harnessing opportunities in the dynamic mid-cap segment of the Indian equity market.
Canara Robeco Infrastructure – Direct Plan – Growth
Canara Robeco Infrastructure Fund aims to provide long-term capital appreciation through investments in infrastructure and related sectors. This fund capitalizes on India’s growing infrastructure needs and government initiatives. It offers investors a focused opportunity to participate in the growth story of essential services and facilities driving economic development.
Motilal Oswal Flexi Cap Fund – Direct Plan – Growth
Motilal Oswal Flexi Cap Fund seeks to provide long-term capital appreciation by investing across various market capitalizations. The fund adopts a flexible investment approach, adjusting its portfolio according to market conditions. It aims to maximize returns while maintaining risk management, appealing to investors looking for diversified equity exposure.
Edelweiss Mid Cap Fund – Direct Plan – Growth
Edelweiss Mid Cap Fund focuses on long-term capital growth through investments in mid-cap companies. The fund aims to identify and invest in businesses with strong growth potential and competitive advantages. It seeks to provide investors with exposure to the dynamic mid-cap segment while managing associated risks.
Invesco India Small Cap Fund – Direct – Growth
Invesco India Small Cap Fund aims to generate long-term capital appreciation by investing primarily in small-cap stocks. The fund focuses on identifying high-potential, under-researched companies, aiming for significant returns over time. It provides investors an opportunity to tap into the growth potential of the small-cap segment.
LIC MF Midcap Fund – Direct Plan – Growth
LIC MF Midcap Fund is designed for investors seeking long-term capital appreciation through investments in mid-cap stocks. The fund leverages research-driven insights to identify companies with substantial growth prospects, aiming to provide attractive returns. It offers a balanced approach to tapping into the mid-cap equity market.
Sundaram Consumption Fund – Direct Plan – Growth
Sundaram Consumption Fund focuses on long-term capital appreciation by investing in sectors driven by consumer spending. The fund targets companies benefiting from India’s consumption-driven economy, including retail, FMCG, and services. It offers investors exposure to a growth-oriented theme that capitalizes on changing consumer habits and preferences.
Highest Return Mutual Fund In Last 6 Months – FAQs
Top Highest Return Mutual Fund In Last 6 months #1: Motilal Oswal Midcap Fund – Direct Plan – Growth
Top Highest Return Mutual Fund In Last 6 months #2: Bandhan Small Cap Fund – Direct Plan – Growth
Top Highest Return Mutual Fund In Last 6 months #3: LIC MF Infrastructure Fund – Direct Plan – Growth
Top Highest Return Mutual Fund In Last 6 months #4: Motilal Oswal Large and Midcap Fund – Direct Plan – Growth
Top Highest Return Mutual Fund In Last 6 months #5: Motilal Oswal ELSS Tax Saver Fund – Direct Plan – Growth
Evaluating mutual fund performance over six months can provide insights into short-term trends, but it’s generally insufficient for a comprehensive assessment. A longer timeframe, typically three to five years, is better for understanding a fund’s consistent performance and risk profile.
Investing in the highest-return mutual fund over the last six months can be tempting, but it’s essential to consider factors like volatility and market conditions. Always assess the fund’s long-term performance, risk level, and alignment with your investment goals before investing.
Investing in the highest return mutual fund from the last six months may seem appealing, but it often involves higher risk. It’s crucial to analyze long-term performance, fund stability, and alignment with your financial goals before making any investment decisions.
You can invest in the highest return mutual fund of the last six months using either a lump sum or a Systematic Investment Plan (SIP). SIPs reduce market timing risk, while lump sum investments can capture immediate growth. Choose based on your financial strategy.
Investing in the highest return mutual funds from the last six months carries risks such as market volatility, potential for sharp declines, lack of sustainability in returns, and overexposure to specific sectors. Past performance doesn’t guarantee future results, so caution is essential.
To invest in the highest return mutual fund in the last six months using Alice Blue, create an account, research top-performing funds, choose between lump sum or SIP, and place your order on the platform for seamless transactions.