Mutual Fund SIP Invest304 views
- Searching for Mutual Funds with Best Returns in 5 Years?
- The list comprises of equity mutual funds across large-cap, multi-cap, mid-cap and small-cap funds
One of the best tools to create wealth for the future is a mutual fund that can generate returns in line with the inflation existing in the market. Plus, the investments made in mutual funds are diversified across a set of different financial instruments. This investment strategy is in sync with the saying that reads, “Don’t put all your eggs in one basket”.
When you select a fund, you would want to check its returns over different periods, won’t you? If you are searching for mutual funds having provided the best returns in 5 years, this post is for you. It has that coveted list of funds. So, check, compare and choose.
Table of Contents
Equity Mutual Funds with Best 5-year Returns
Equity mutual funds look to appreciate the growth of invested capital over time. These funds are basically categorized into large-cap, multi-cap, mid-cap and small-cap funds. These funds basically invest in equity and equity-related instruments of companies. Those having an investment horizon of 5 years and above and having a medium to high-risk appetite can find these funds suitable to invest in.
Large-cap Mutual Funds with Best 5-year Returns
These funds invest predominantly in equity and equity-related instruments of top 100 companies according to the market capitalization.
|Large-cap Funds||5-year Return|
|ICICI Prudential Bluechip Fund||11.01%|
|Reliance Large Cap Fund||12.31%|
|Axis Bluechip Fund||11.86%|
|Motilal Oswal Focused 25 Fund||11.70%|
|Mirae Asset India Equity Fund||14.20%|
Multi-cap Funds with Best Returns in 5 Years
One of the most diversified mutual funds around, these funds invest across the market capitalization.
|Multi-cap Funds||5-year Return|
|Motilal Oswal Multicap 35 Fund||16.82%|
|SBI Focused Equity Fund||14.00%|
|DSP Focus Fund||11.10%|
|Franklin India Equity Advantage Fund||10.22%|
|UTI Equity Fund||10.45%|
Mid-cap Funds with Best Returns in 5 Years
These funds invest in equity and equity-related instruments of top 101-250 companies according to the market capitalization.
|Mid-cap Funds||5-year Return|
|HDFC Mid-cap Opportunities Fund||13.11%|
|DSP Midcap Fund||13.81%|
|Franklin India Prima Fund||13.82%|
|Axis Midcap Fund||12.50%|
|Reliance Growth Fund||11.45%|
Small-cap Funds with Best Returns in 5 Years
These funds invest mainly in equity and equity-related instruments of companies that come after top 250 companies according to the market capitalization.
|Small-cap Funds||5-year Return|
|SBI Small Cap Fund||20.54%|
|Reliance Small Cap Fund||15.29%|
|HDFC Small Cap Fund||14.58%|
|DSP Small Cap Fund||14.30%|
|Franklin India Smaller Companies Fund||12.86%|
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”.