Which Equity Mutual Funds Have Given the Best Returns in 5 years?
Last Updated : July 17, 2019, 12:33 p.m.
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.
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”.