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Which Equity Mutual Funds Have Given the Best Returns in 5 years?

Mutual Funds70 views

Highlights

  • 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.

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.

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 Funds5-year Return
Motilal Oswal Multicap 35 Fund16.82%
SBI Focused Equity Fund14.00%
DSP Focus Fund11.10%
Franklin India Equity Advantage Fund10.22%
UTI Equity Fund10.45%

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 Funds5-year Return
HDFC Mid-cap Opportunities Fund13.11%
DSP Midcap Fund13.81%
Franklin India Prima Fund13.82%
Axis Midcap Fund12.50%
Reliance Growth Fund11.45%

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 Funds5-year Return
SBI Small Cap Fund20.54%
Reliance Small Cap Fund15.29%
HDFC Small Cap Fund14.58%
DSP Small Cap Fund14.30%
Franklin India Smaller Companies Fund12.86%

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”.