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Which Equity Mutual Funds Have Provided the Best Returns in 10 Years?

Which Equity Mutual Funds Have Provided the Best Returns in 10 Years?

Last Updated : July 18, 2019, 3:10 p.m.

A great future is dependent on a meticulous financial plan that you need to prepare and execute over time. However, you should figure out the financial goals you want to achieve before planning. If it’s a long-term goal, there seems to be non-better than equity mutual funds that can help you earn the surplus to achieve your goal. As the planning is for the long-term, one must look at the returns of equity funds over a period close to 10 years. Given the fact that there are a lot of equity funds up for grabs, you can find it difficult to choose the best one. To make it easy for you, we have picked out the equity funds that have provided the best returns in 10 years.

Top Equity Mutual Funds in a 10-year Investment Horizon

Equity mutual funds appreciate the growth of invested capital over time by keeping the money predominantly in equity and equity-related instruments of companies. Now, equity funds can be broadly classified into – large-cap, mid-cap, multi-cap and small-cap funds. So, the idea is to look at the top performers across all these categories.

Large-cap Funds with Best Returns in 10 Years

Large-cap funds invest a significant chunk of the corpus in stocks of top 100 companies according to the market capitalization. As these companies boast of strong fundamentals, their stocks don’t rise or fall rapidly. There’s a sense of stability in their performance. A long-term investor with a medium risk-appetite can find it easy to invest in. In a 10-year period, these large-cap funds have performed brilliantly. Take a look.

Large-cap Funds10-year Return
Mirae Asset Large Cap Fund17.30%
ICICI Prudential Bluechip Fund14.37%
Aditya Birla Sun Life Frontline Equity Fund13.51%
HDFC Top 100 Fund13.05%
SBI Bluechip Fund12.85%

Multi-cap Funds That Have Grossed Best Returns in 10 Years

Multi-cap funds belong to that category of equity mutual funds that invest in companies across the market capitalization. These funds in all large-cap, mid-cap and small-cap stocks. Let’s have a look at top multi-cap funds in 10 years.

Multi-cap Funds10-year Return
Reliance Multi Cap Fund17.07%
UTI Equity Fund14.05%
Aditya Birla Sun Life Equity Fund13.84%
DSP Equity Fund13.43%
SBI Magnum Multicap Fund13.13%

Top-performing Mid-cap Funds in 10 Years

Mid-cap funds, as the name suggests, invest predominantly in stocks to top 101-250 companies according to the market capitalization. Which are those mid-cap funds that have delivered outstanding returns in 10 years? To know the same, check out the table below.

Mid-cap Funds10-year Return
HDFC Mid-cap Opportunities Fund19.32%
Franklin India Prima Fund17.97%
ICICI Prudential Midcap Fund15.60%
Aditya Birla Sun Life Mid Cap Fund13.94%
Reliance Growth Fund12.87%

Which are the Top-performing Small-cap Funds in 10 Years?

Small-cap funds are those funds that invest predominantly in stocks of companies ranked after the top 250 companies according to the market capitalization. To know which are the top-performing small-cap funds in 10 years, you can check the table below.

Small-cap Funds10-year Return
DSP Small Cap Fund20.65%
Franklin India Smaller Companies Fund18.20%
Aditya Birla Sun Life Small Cap Fund15.33%
HDFC Small Cap Fund15.30%
ICICI Prudential Small Cap Fund12.26%

Note – The return data is sourced from Value Research on July 17, 2019.The date pertains to the regular plan of the schemes shown above

Disclaimer – “Mutual fund investments are subject to market risks. Please read the scheme document carefully before investing”.

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