Mutual Fund SIP Invest183 views
- Seeking mutual funds with best 5-year returns across equity, debt and hybrid categories? The list is here
- The curated list contains Motilal Oswal Multi-cap 35 Fund, SBI Magnum Gilt Fund, HDFC Balanced Advantage Fund, etc.
Having a good financial life is something one crave for, isn’t it? To ensure the same, it’s imperative you start putting money in financial instruments that are worthy of the penny you invest there. One of the diversified instruments that you can mull is a mutual fund, which comes in several categories – equity, debt and hybrid – fitting the investment taste of different individuals. You may look around mutual funds with returns over different periods. In case you are searching for mutual funds that have provided the best returns in a 5-year period, you can check the same from the list shown in this post.
Table of Contents
Which Equity Mutual Funds Have Provided Best Returns in a 5-year Horizon?
Equity mutual funds invest the money predominantly in equity and equity-related instruments of companies. These funds would most likely suit the investment style of investors wanting to appreciate the growth of invested capital over the long term. You also need to have a medium to high risk-appetite while investing in these funds. So, the top equity fund performers with their best 5-year returns are shown in the table below.
|Equity Mutual Funds||5-year Return|
|SBI Small Cap Fund||20.54%|
|Motilal Oswal Multicap 35 Fund||16.82%|
|Reliance Small Cap Fund||15.29%|
|HDFC Small Cap Fund||14.58%|
|DSP Small Cap Fund||14.30%|
A Look at Debt Funds That Have Grossed Best Returns in 5 Years
Debt funds are that class of mutual funds that offer scope for regular income generation. People with low-risk appetite can find these funds suitable to invest in. So, which are those debt funds that dazzled the most in a 5-year period? Let’s find out.
|Debt Mutual Funds||5-year Return|
|SBI Magnum Gilt Fund||11.00%|
|Reliance Gilt Securities Fund||11.08%|
|DSP Government Securities Fund||9.83%|
|UTI Gilt Fund||10.89%|
|Baroda Liquid Fund||7.66%|
Which are the Top-performers in Hybrid Mutual Fund Category in a 5-year Period?
Hybrid funds are more or less an amalgamation of the benefits the earlier two – equity & debt funds – provide. These funds provide investors with the benefits of capital appreciation and income generation. These funds invest in both equity and debt instruments at different proportions as deemed fit to achieve the common investment objective. Take a look at the top hybrid mutual funds in a 5-year period.
|Hybrid Mutual Funds||5-year Return|
|HDFC Balanced Advantage Fund||10.30%|
|Franklin India Equity Hybrid Fund||11.17%|
|Aditya Birla Sun Life Financial Planning Fund FoF - Aggressive Plan||9.96%|
|ICICI Prudential Balanced Advantage Fund||9.99%|
|HDFC Hybrid Equity Fund||11.78%|
Note – The return data is sourced from Value Research as on July 15, 2019. The return pertains to the regular plan of the funds shown above.
Disclaimer – “Mutual fund investments are subject to market risks. Please read the offer document carefully before investing”.