Top 5 Mutual Funds with Highest 5-Year Returns in India
Top-performing equity mutual funds have delivered strong returns over the past five years, even through periods of market uncertainty and fluctuations, making them an attractive investment option for those looking to grow their wealth.
Top 5 Mutual Funds with Highest 5-Year Returns
The top five performing diversified equity funds have been identified based on their 5-year returns, with some funds delivering as high as 29.54% returns.
The top five funds are:
- Motilal Oswal Midcap Fund with a 5-year return of 22.88%
- Invesco India Smallcap Fund with a 5-year return of 22.16%
- Invesco India Mid Cap Fund with a 5-year return of 21.94%
- Bandhan Small Cap Fund with a 5-year return of 29.54%
- Nippon India Growth Mid Cap Fund with a 5-year return of 21.56%
Investment Potential
Investing ₹1 lakh in the Motilal Oswal Midcap Fund as a lump sum would have grown to approximately ₹2.8 lakh over the last five years, reflecting its long-term growth potential.
Strategic Differences
A closer look at the top-performing diversified equity mutual funds reveals a clear pattern of differentiated strategy.
- The Motilal Oswal Midcap Fund has a highly concentrated mid-cap positioning with 80.86% allocation to mid-cap stocks.
- The Invesco India Smallcap Fund prioritizes early-stage and high-growth companies with 66.45% exposure to small-cap stocks.
- The Bandhan Small Cap Fund combines aggressive small-cap positioning with a slightly more defensive structural buffer.
- The Nippon India Growth Mid Cap Fund reflects a more balanced mid-cap strategy compared to the highly concentrated Motilal Oswal approach.
Key Takeaways
- Mid-cap and small-cap funds dominate the list, highlighting their strong return potential despite higher volatility.
- Diversified equity mutual funds have delivered strong returns over the past five years, making them an attractive investment option.
- The top-performing funds have differentiated strategies, with some prioritizing mid-cap stocks and others focusing on small-cap companies.
FAQs
What is the investment potential of the Motilal Oswal Midcap Fund?
Investing ₹1 lakh in the Motilal Oswal Midcap Fund as a lump sum would have grown to approximately ₹2.8 lakh over the last five years, reflecting its long-term growth potential.
What is the strategy of the Invesco India Smallcap Fund?
The Invesco India Smallcap Fund prioritizes early-stage and high-growth companies with 66.45% exposure to small-cap stocks.
What is the investment strategy of the Bandhan Small Cap Fund?
The Bandhan Small Cap Fund combines aggressive small-cap positioning with a slightly more defensive structural buffer.
Conclusion
The top-performing diversified equity mutual funds have delivered strong returns over the past five years, making them an attractive investment option for those looking to grow their wealth.
It is essential to understand the differentiated strategies of these funds and their investment potential before making any investment decisions.
Disclaimer: This is purely for educational/ informational purposes and should not be taken as any investment advice. Always consult a SEBI-registered advisor before making any investment decisions.
Sheetal Goel is a Content Producer at Livemint, where she covers corporate developments, personal finance, business trends, markets, and SEBI-related updates.
She holds a degree in Economics (Hons.) along with an MBA in Finance, which has helped her develop a strong foundation in financial analysis, market understanding, and business reporting.
Before joining journalism, she worked with finance and broking firms, where she closely followed market developments, investment strategies, and evolving industry trends.
This practical exposure strengthened her understanding of financial markets.
She has also written content across multiple formats and platforms, including YouTube, LinkedIn, and Instagram.
Over time, she has developed expertise in covering market-linked stories, investor-focused topics, and regulatory updates in a simplified yet informative style.
She also enjoys reading and listening to Hindi poetry, reflecting her appreciation for literature and creative expression beyond the world of markets and numbers.
